Welcome and Address by Conference Chairman
International opening keynote address: The client engagement model of the future
Speaker: Aaron Klein, Co-founder & CEO, Riskalyze
Platforms & wrap trends and developments - Tapping into the UK market
Speaker: Darren Stevens, Director Product Management & Strategy, Bravura Solutions
Investment Trends update – How is the market evolving?
In this session our presenter will cover:
- Client Engagement
- Innovative Processes in the Advice Space
- Top-ranking Platforms
- Technology Development.
Speaker: Recep Peker, Head of Research Wealth Management, Investment Trends
Panel discussion: Dealer group insights on FinTech
In this session our expert panel will discuss:
- Defining the disconnect between platform providers, dealer groups and the independent financial advisors
- What are the pros and cons of using FinTech?
- Looking into the diversified future – where are dealer groups going and why?
Panellists:
Ray Miles, Executive Chairman, Fortnum
Rod Bristow, Managing Director & CEO, Infocus Wealth Management
Grahame Evans, Managing Director, GPS Wealth
Paul Harding-Davis, Head of Advice and CEO Premium Wealth Management, Australian Unity Personal Financial Services Ltd
Onstage Interview: The future of wealth management technology – Evolving platforms for change, from buying to experiencing
Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media
Participants:
Kathy Vincent, General Manager Retail Super & Platforms, MLC
The 4 essential building blocks of customer satisfaction
- What clients actually value, versus what they consider to be basic requirements
- Revealing how to create satisfaction and value in the client’s mind
- Utilising simple and cost-effective technology to engage with the client
Speaker: Paul Eldridge, Co-Founder & Chief Executive Officer, CPDone
Panel discussion: Platforms owners – Setting the industry up for change
- Improving efficiency through offering a variation of platform tools to advisors
- Supporting advisors by introducing a suite of managed risk strategies
- Making platforms more useful and relevant to advisors
- Being responsive to changes in adviser needs
Panellists:
Indy Singh, Managing Director, Fiducian
Kelly Power, Head of Platforms, BT Financial Group
Peter Chun, General Manager Product & Investments, Colonial First State
Michael Chisholm, Chief Executive Officer, Crestone Wealth Management
Keynote: ASIC's priorities in funds management
- Culture and conduct
- ASIC's approach to Fintech and innovation
- Emerging issues in MDA regulation
- Next steps in fees and costs regulation
Speaker: Greg Tanzer, Commissioner, ASIC
Keynote: A managed account alternative – the past, the present and the future
- Where we were: model portfolios of managed funds & direct equities
- Where we are: managed portfolios & SMAs
- Where you want to be: the evidence is compelling
Speaker: Charlie Haynes, Co-Founder, Paragem
FinTech Showdown – What is the distinguishing power of FinTech start-ups?
How FinTech start-ups established success
- How they differentiate from traditional banking
- Can effective collaboration between banks and Fintech firms drive innovation?
- Looking into the future of FinTech – the next steps and opportunities
Introduction by: Andrew Davis, Ambassador, Stone & Chalk
Participating FinTechs:
Mark Setchell, Founder, Follow the Money
Dev Sinha, Director & Co-founder, Macrovue
Sid Sahgal, Founder & CEO, Macrovue
Dilip Sankarreddy, Founder & Chief Executive Officer, QuietGrowth
Derek Condell, Managing Director, Mafematica
Closing Remarks and Day 1 Wrap-up
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Day 2 - Friday 5 August 2016
Welcome and address by Conference Chairman
Panel: Platform product development & placement – Catering to future demand for scaled advice
- Legal responsibilities and compliance risks
- Selection criteria of investment products
- How scaled advice impacts future menu structures and investment decisions
- Creating transparency for advisers and clients
Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media
Panellists:
Leanne Bradley, Head of Tailored Investment Solutions Multi Asset Group, AMP Capital
Adrian Verdnik, Partner, Hall & Wilcox
Matthew Esler, Co-founder, Padua Financial Group
Retirement platform of the future
Platforms have come a long way, evolving from basic investment portfolio administration and reporting, to forward-thinking holistic ecosystems, incorporating complex functionality and integrated technology. The retirement platform of the future will:
- Generate deep, rich insights about client behaviour
- Use scale and expertise to partner with software and technology providers
- Put the customer’s needs first, providing innovative retirement income solutions to capitalise on the ‘retirement tsunami’
Speaker: Peter Chun, General Manager Products & Investments, Colonial First State
Panel discussion: What impact is the rapid growth of Managed Accounts having on industry dynamics?
- Are investment management margins at risk?
- The entry of the majors – what does it mean?
- Are there greater incentives for aligned advisers to seek independence?
Moderator: Toby Potter, Chairman, IMAP
Panellists:
Andrew Varlamos, Commercial Director, Praemium
Benjamin Abell, National Manager Wrap Solutions & Distribution, Colonial First State
Regan van Berlo, National Manager - Adviser Distribution, Morningstar Investment Management
Panel: Stepping up to the changing retirement market
- Adapting service models & products to service pre-retirees & post-retirees
- How to manage sustainable income levels and investment risk through platforms and wraps
- Navigating the challenge of securing essential income alongside managing market exposure
Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media
Panellists:
Andrew Ward, Managing Director, SelfWealth
Stephen Huppert, Partner, Deloitte
Anthony Serhan, Managing Director Research Strategy Asia-Pacific, Morningstar
Panel: Capitalising on the potential of FinTech in the advice space
- What emerging opportunities will automated platforms offer wealth managers?
- Leveraging digital opportunities to engage challenging demographics
- FinTech now and where it’s going in Australia
Moderator: Mike Taylor, Managing Editor/Editorial Director, Money Management, Super Review, FST Media
Panellists:
Ben Heap, Founding Partner, H2 Ventures
Christopher Bate, Founding Director, Canopy Private
James Millard, Director, YOLO Financial Services
Matthew Esler, Co-founder, Padua Financial Group
Conference Close
- Closing remarks and conference wrap-up
- Rundown of the key themes and outtakes from the conference.
