Stronger Together

Charity Golf at Surfers Paradise Golf Club

1 Fairway Drive, Clear Island Waters QLD 4226 (Map)

Whether you’re a birdie or bogey golfer, or you have never played before and would like to just drive the golf cart around, we will be teeing off at Surfers Paradise Golf Club to help Mental Awareness Foundation to raise awareness of depression and mental illness through funding programs, events, and stakeholder initiatives, while supporting the preservation of life.

Entry is $100 per person with cart hire and 50% of the entry fee is going to Mental Awareness Foundation. Payment to be made at the club (cash only, to be paid upfront before tee off). Please note that transportation to and from the course is not included.

Registration and welcome drinks at pool area, Palazzo Versace

94 Seaworld Drive, Main Beach QLD 4217 (Map)

Introduction and Welcome at La Medusa Ballroom, Palazzo Versace

Warren Jones, MC

Opportunities in the Strategic Natural Resources Space

Mark Tisdell, Senior Investment Specialist, Perennial Partners

How We Are Positioning Multi Asset Portfolios in the Current Macro Environment

Bruce Williams, CFA®, Executive Director and Portfolio Manager, Elston Asset Management

Private Equity: Three Areas of Focus in Challenging Times

Claire Smith, Head of Private Asset Sales, Schroders

Innovative Retirement Income Streams in Accumulation – The 5% of your clients who shouldn’t consider one

Phil Anderson, New Business Manager, North

Behavioural Finance – Delivering on the Need for Certainty

Natalie Phillips, NSW State Manager, Allianz Retire Plus

Investing With Conviction During Periods of Uncertainty – Portfolio Positioning in 2023 & Beyond

Kyle Macintyre, Investment Director, Firetrail Investments

A Fundamentally Different Regime

Sam Kazacos, Investment Specialist, Antipodes Partners

Reducing Volatility and Adding Income in Client Portfolios

Omar Khan, Director – Head of Wholesale Capital, Alceon Group

Difficult Being Different

Chris Hestelow, Relationship Manager, Allan Gray

Keynote Session: Financial Planning PI: Market Conditions and Claims Considerations

Peter Kalantzis, Principal, Alexis Insurance

Keynote Session: Who’s Responsible? The Reality of Running an AFSL

Brett Walker, Principal, SMART Compliance

Keynote Session: AFCA – It’s Really Not That Scary After All!

Shail Singh, Lead Ombudsman Investments and Advice, Australian Financial Complaints Authority (AFCA)

Keynote Session: Compliance Panel Q & A

Peter Kalantzis, Principal, Alexis Insurance
Brett Walker, Principal, SMART Compliance
Shail Singh, Lead Ombudsman Investments and Advice, Australian Financial Complaints Authority (AFCA)

DASH Help Desk (Optional)

Kevin Liao, Executive Director of Product, DASH
Shannon Brown, State Manager NSW/ACT, DASH

Pre-dinner Drinks at Le Jardin, Palazzo Versace

You are cordially invited to pre-dinner drinks by Australian Bond Exchange.

Dinner at La Luna Dining

74 Seaworld Drive, Marina Mirage, Main Beach QLD 4217 (Map)

with special guest speaker.
Venue is within walking distance from Palazzo Versace.

Start of Day 2 at La Medusa Ballroom, Palazzo Versace

Warren Jones, MC

Please note that hotel check-out time is at 11am.

Potholes & Roadblocks on the Road to Business Improvement

Brent Bevan, Head of Investment Consulting, MLC Asset Management

The Outlook for Dividends in an Earnings Scarce Environment

Michael Price, Portfolio Manager (Ausbil Active Dividend Income Fund), Ausbil Investment Management

Digital Marketing Best Practices for Financial Services

Tina Hay, CEO + Founder, Puzzle Media

What You Need to Know About Millennials and SMSFs

David Leigh, State Manager – QLD, HUB24

Standard Valuation Approaches Rarely Work, Here is an Alternative That Makes Sense

Jordan Cvetanovski, CIO and Portfolio Manager, Pella Funds Management

Global Equity Investment Trends for 2023 and Beyond

Matt Reynolds, Investment Director, Capital Group

iExtend – An Alternative to Life Insurance Cancellation

Ahmer Sheikh, Distribution Manager – NSW/ACT, iExtend