Program

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View below the Summit's comprehensive program, essential for all investors, designed to help you understand your investment landscape, how to position your portfolio now to profit from today’s market and how to protect and preserve your wealth from currently emerging risks.

To view more information for each session, click on the + plus

Summit 2021 Registration Opens

From 8:00am AET

Level 4 Foyer

Onsite registration opens

Delegates check in and collect event lanyard and badge

Arrival tea and coffee served

Live Stream Welcome and Interactive Features Overview

8:45am AET

Welcome by Summit host

Overview of the Summit app and how to use the live stream interactive features

Summit 2021 Opens

9:00am AET

Summit Plenary - Level 4

Welcome by Host

Housekeeping and Covid safe event requirements

Summit app and interactive features overview

After the COVID19 Pandemic - Understanding How the International and National Communities and Economies will Open Up

9:15am AET

Dr norman swan

The world has not experienced a pandemic like Covid19 for over 100 years. It has affected almost every aspect of our daily lives and brought forward about changes no one could have predicted. Lucky Businesses have unexpectedly boomed and while others have collapsed. We have engaged Australia’s leading commentator on Covid19 to explain the effectiveness of the vaccines, how quickly will we return to the new normal and what will be the ongoing changes to our everyday lifestyle.

The Economic Stimulus – Quantitative Easing and the End Game

10:00am AET

CHRIS SINIAKOV

During the GFC Central Banks radically changed their strategy in dealing with economic shocks and have injected vast sums of liquidity into the World’s economies. This has prevented further downturns and accelerated recovery but has led to unprecedented low interest rates and unintended asset inflation. Is this the new normal or will they return to conventional economics? This session will explain QE and the strategy alternatives Central Banks have to recover interest rates and manage the asset supercycle.

Morning Break

10:50 am AET

XTalk 1 : How Do you Preserve Your Capital in a Market Crash?

11:00 am AET

Paul Miron and Paul Myliotis will demonstrate the true asset preservation characteristics that can be gained via investing into a mortgage fund.  If we have learnt anything from covid -19 it is that investors need to be prepared for any type of black swan event.  Asset perseveration is key to smart long-term investing, find out more.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk sessions will be available for selection within the Summit event app, going 'live' on Monday 19 April.

XTalk 2: Why consider a mortgage trust as part of a balanced portfolio?

11:00 am AET

In this X Talk, Trilogy Funds’ Private Account Manager for Wholesale Investments, Wyatt Leonard provides an update on the current Australian property market and discusses why a mortgage trust could suit your portfolio, providing income and portfolio diversity.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk sessions will be available for selection within the Summit event app, going 'live' on Monday 19 April.

The Short Term and Long Term Economic Effects of the Global Economic Stimulus

11:40am AET

Su Lin OngSHANE OLIVERSTEPHEN HALMARICK

Panel Discussion

Never has there been a moment in our lifetime where experts are predicting a new super-cycle and a asset bubble with the same conviction. Will the post Covid recovery be across all asset classes, be confined to a few dominant corporations or burst in a housing crash. Join our panel discussion with three leading Economists on an extended Q & A session to answer your questions on the direction of our domestic and international economies over the coming years.

Lunch Break

12:40am AET

XTalk 3: What are the 5 Key Questions to Ask Before Investing?

1:20 pm AET

Paul Miron and Paul Myliotis will outline the 5 simple questions that every investor should ask themselves prior to investing their money.

For many years financial planners and investor have been accustomed to creating balanced portfolio’s via using a simple concept of investing 60% into equities and 40% into bonds and like fixed income. In the post Covid era these fundamentals can’t be relied upon on.

As a result, most investor seeking riskier investments as they chasing yield.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk selections will be available for selection within the Summit event app, going 'live' on Monday 19 April.

XTalks 4: Finding Hidden Value in Volatile Markets

1:20 pm AET

Emma Kirk, Key Account Manager for Magellan Asset Management and Airlie Funds Management, will dive into the psychology of investing, show you how to minimise risk and navigate through market uncertainty, and find hidden gems that may be hiding in plain sight.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk sessions will be available for selection within the Summit event app, going 'live' on Monday 19 April.

XTalk 5: Low volatility income with Australian property credit

1:20 pm AET

Income investing continues to dominate investor discussions as yields everywhere fall flat.  Please join La Trobe Financial Head of Distribution – Asia Pacific, Michael Watson, as he discusses key issues, plus the strength and resilience of the La Trobe Australian Credit Fund for income investors, having operated through many economic cycles over nearly seven decades.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk sessions will be available for selection within the Summit event app, going 'live' on Monday 19 April.

Your Portfolio Needs You! Rebalancing your Share Portfolio

1:55pm AET

Angela Ashton

Asset selection is the most significant factor in the success of your portfolio. With record low interest rates and stark valuation differences between Value and Growth stocks this is a time to review and reposition. This presentation will explain the importance of regularly re-balancing your share portfolio and emphasise the importance of diversification especially in times when share prices are increasing at very different rates. Re-balancing ensures there remains sufficient diversification to mitigate concentration risk.

Overseas Equities – Where should you invest your global share portfolio

2:35pm AET

Chris Weldon

With the Global Economy each portfolio needs to contain a significant exposure to International Equities. Magellan is the leading domestic Fund Manager for International Equities. Chris Weldon will discuss the behavioural changes that have resulted from the pandemic and how has it affected the Magellan global equity portfolios. He will cover the themes driving current portfolio positions and the leading corporations that will outperform and underperform in post pandemic world.

Afternoon Break

3:20pm AET

XTalk 6: Generating Income in a Low-Yield Environment

3:40 pm AET

One of the great challenges as interest rates have declined to unprecedented lows, is generating a stable income. One cannot rely on cash, to generate a real return. Many investors seek out property, or blue chip equities as an alternative, often overlooking the entire fixed income asset class. We will provide a snapshot of the bond market, and run through an example portfolio, showing how easily one can generate a known, regular income, whilst preserving capital and providing further diversification to your investment mix.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk sessions will be available for selection within the Summit event app, going 'live' on Monday 19 April.

XTalk 7: Investing in debt markets and mortgage trusts

3:40 pm AET

Lauren will give an overview of how investors as access income via investing in the debt markets. This presentation will demonstrate the differences between banks, non-banks and private lenders to assist investors in understanding the risks involved when investing in debt structures, the different types of investments and how the last 12 months has affected the debt markets and investors both institutional and retail.

This session forms part of the XTalks - intimate bite sized 10 minute round table style sessions designed to give you insights into potential new investment strategies. Delivered by experts, One Day Summit in person and virtual attendees will select three XTalks sessions to form part of their program. XTalk sessions will be available for selection within the Summit event app, going 'live' on Monday 19 April.

Australian Equities – Which shares will thrive and which shares will dive

4:05pm AET

Julia LeeJacqueline Fernley + JAMES HOLT

Panel Discussion

Julia Lee from Burman Invest, Jacqui Fernley from J B Were and James Holt from Perpetual will end the day with a panel discussion on Australian Equities. They will focus on the behavioural changes that have resulted from the pandemic and how has it affected their Australian equity portfolios and the themes that are currently driving those portfolios. The panel will open up to an extended Q & A on those shares they believe will outperform and underperform as a result of these post pandemic themes.

Networking Drinks

5:10pm AET

Summit Program Close

5:05pm AET