AdviserVoiceFAAA ASX Adviser Breakfast & Learn - AdviserVoice https://www.adviservoice.com.au/event/faaa-asx-adviser-breakfast-learn/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 27 Aug 2026 21:30:30 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 FAAA ASX Adviser Breakfast & Learn https://www.adviservoice.com.au/event/faaa-asx-adviser-breakfast-learn/ https://www.adviservoice.com.au/event/faaa-asx-adviser-breakfast-learn/#respond Mon, 26 Aug 2024 21:00:00 +0000 https://www.adviservoice.com.au/?post_type=tribe_events&p=97128

The FAAA Brisbane Metro Community Committee invite you to join them for their ASX Breakfast & Learn event on Tuesday 27 August, at the Hilton Hotel. 

Our guest speakers and topics include:

Growth and Opportunities within Australia’s EFT Market

Jacinta King, Business Development Manager, Investment Products, ASX

As the Australian ETF market closes in on $200bn in funds under management, Jacinta will provide insights into the growth of ETFs and future trends that will shape the ETF market for the next decade.

Exploring inefficient markets – Why active management makes sense

Ben Lucas, Regional Sales Manager, Fidelity

The case for active investment in large liquid markets has long been contested, with many active managers underperforming their benchmarks over the long term. But what about those asset classes, or regions, which are much more difficult to understand in detail or access easily?

In this presentation Fidelity will explore the investment opportunity within two key equity asset classes; Global Small & Mid Caps and Asian Equities. Both asset classes are considered inefficient, under researched and often misunderstood. Mispricing opportunities are abundant if you know where to look. Fidelity will explore these two critical markets, the opportunity today, uncover why active management is critical within these asset classes, and show you how to access these incredible stories.

A responsible AI Framework for Adviser and Investors

Matthew Holberton, National Sales Manager – Listed and Alternative Assets, Fidante/Alphinity

Alphinity and CSIRO have partnered together to help investors navigate the responsible application of artificial intelligence (AI). The framework helps the investment community assess responsible artificial intelligence practices and integrate these into ESG consideration. Join Alphinity as we discuss how this can benefit your practice today.

Portfolio Construction using EFT’s

Craig Saunders, Group Head of Sales, Bell Financial Group

Craig Saunders from Bell Financial Group will talk to how Advisers are using ETFs to build portfolios. From quite simple applications, through to core satellite models and then how very complex asset allocations can be delivered via the use of relatively simple ETFs.  Using trading data from its multi-channel business Craig will compare and contrast how ETFs are being used in the advice space via the self-directed investor space.

Register for the event.

]]>

The FAAA Brisbane Metro Community Committee invite you to join them for their ASX Breakfast & Learn event on Tuesday 27 August, at the Hilton Hotel. 

Our guest speakers and topics include:

Growth and Opportunities within Australia’s EFT Market

Jacinta King, Business Development Manager, Investment Products, ASX

As the Australian ETF market closes in on $200bn in funds under management, Jacinta will provide insights into the growth of ETFs and future trends that will shape the ETF market for the next decade.

Exploring inefficient markets – Why active management makes sense

Ben Lucas, Regional Sales Manager, Fidelity

The case for active investment in large liquid markets has long been contested, with many active managers underperforming their benchmarks over the long term. But what about those asset classes, or regions, which are much more difficult to understand in detail or access easily?

In this presentation Fidelity will explore the investment opportunity within two key equity asset classes; Global Small & Mid Caps and Asian Equities. Both asset classes are considered inefficient, under researched and often misunderstood. Mispricing opportunities are abundant if you know where to look. Fidelity will explore these two critical markets, the opportunity today, uncover why active management is critical within these asset classes, and show you how to access these incredible stories.

A responsible AI Framework for Adviser and Investors

Matthew Holberton, National Sales Manager – Listed and Alternative Assets, Fidante/Alphinity

Alphinity and CSIRO have partnered together to help investors navigate the responsible application of artificial intelligence (AI). The framework helps the investment community assess responsible artificial intelligence practices and integrate these into ESG consideration. Join Alphinity as we discuss how this can benefit your practice today.

Portfolio Construction using EFT’s

Craig Saunders, Group Head of Sales, Bell Financial Group

Craig Saunders from Bell Financial Group will talk to how Advisers are using ETFs to build portfolios. From quite simple applications, through to core satellite models and then how very complex asset allocations can be delivered via the use of relatively simple ETFs.  Using trading data from its multi-channel business Craig will compare and contrast how ETFs are being used in the advice space via the self-directed investor space.

Register for the event.

The post FAAA ASX Adviser Breakfast & Learn appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/event/faaa-asx-adviser-breakfast-learn/feed/ 0