Invest 2016: International Equities

Stephen van Eyk will be joined by Sam Churchill, Head of Macro Research, Magellan, Stephen Halmarick, Head of Economic and Market Research, Colonial First State Global Asset Management and Jonathan Wu, Associate Director, Premium China Funds Management at our MM Leaders Breakfast on Thursday 25 February to examine "The China Conundrum” in our expert panel session.
 
Stephen van Eyk in his keynote address will explore if the powerful forces that are trying to boost financial markets, and stop a recession have run out of ammunition?
 
Online registrations have now closed, for any bookings please contact Kristyn Ibrihim - 02 8484 0957 or email [email protected]

 

 Download Agenda MM Leaders Invest 2016

 

Event Details

Date:Thursday 25 February
Time:7.45am - 10.00am
VenueThe Ivy, George Street Sydney

 

 

Tab

Agenda

7:30am - 8:.00am

Registration

Hot breakfast served at 7.45am sharp

8:00am

Welcome and housekeeping

Presenter: Mike Taylor, Managing Editor, Money Management

8:05am - 8:45am

Keynote Address - Have the powerful forces trying to boost financial markets, and stop a recession, run out of ammunition?

GDP growth has been gradually falling for the last 30 years, despite lower interest rates, increasing government debt/GDP, and extraordinary injections of liquidity. In other words, both monetary and fiscal policy have been ineffective in stopping the decline. We explore the reason for this economic malaise and its impact on financial markets which have, seemingly, become divorced from reality.

Presenter: Stephen van Eyk

8:45am – 8:50am

Break

Break and speaker change over

8:50am – 9:50am

Expert panel -The China Conundrum

Panelists:
Sam Churchill, Head of Macro Research, Magellan
Jonathan Wu, Associate Director, Premium China Funds Management
Stephen Halmarick, Head of Economic and Market Research, Colonial First State Global Asset Management 

 

Moderator: Mike Taylor, Managing Editor, Money Management

9:50am – 10:00am

Conclusion and wrap-up

  • Key takeouts
  • Thank you to speakers and panelists
  • Thank you to sponsors.

Presenter: Mike Taylor, Managing Editor, Money Management