- This event has passed.
FAAA/ASX Adviser Lunch & Learn
- Start
- October 3, '24 - 12:00 pm
- End
- October 3, '24 - 2:00 pm
- Cost
- FREE FOR MEMBERS
- Venue
- Peppers Soul Surfers Paradise
-
Address
- 8 Esplanade, Surfers Paradise, QLD
Our guest speakers and topics include:
Jacinta King
Business Development Manager, Investment Products, ASX
TOPIC: Growth and Opportunities within Australia’s ETF MarketAs 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.
Ben Lucas
Regional Sales Manager, Fidelity
TOPIC: Exploring inefficient markets – Why active management makes senseThe 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.
Matthew Holberton
National Sales Manager – Listed and Alternative Assets, Fidante/Alphinity
TOPIC: A responsible AI Framework for Adviser and Investors
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.
Craig Saunders
Group Head of Sales, Bell Financial Group
TOPIC: Portfolio Construction using ETF’s
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.