Agenda

Welcome

Peter Gunning
Global Chief Investment Officer,
Chief Executive Officer, Asia Pacific
Russell Investments

Global market outlook: The late-late cycle show

It’s been late cycle for a long time, but the worry factors are rising. Populist politics, trade wars, Brexit uncertainty, Fed tightening, inflation pressures and expensive valuations sit alongside expensive US equity valuation. Andrew will share some insights to help guide through late-cycle risks and opportunities.

Andrew Pease
Global Head of Investment Strategy,
Russell Investments – EMEA

Elephants, Donkeys, Bulls and Bears: Inside the zoo of US politics and what it means for markets

Trying to get a handle on the implications of daily headlines, tweets, cable news shows, conspiracy theories, personalities and policy impacts in the United States is a difficult task for Australian investors these days. Erik Ristuben will give his view from ‘ground zero’ on the real issues behind the political battle in Washington, what it means for the 2020 Presidential race, and where investors should focus their attention to navigate the political jungle as the race heats up.

Erik Ristuben
Chief Investment Strategist,
Russell Investments - USA

Morning tea

Confessions of a Portfolio Manager

What is it like to be responsible for investing hundreds of millions of other people’s money? In this candid session Daniel Choo, Symon Parish and Samantha Steele will draw from their personal experience, across many decades and continents, sharing insights into their, challenges, triumphs and the lessons they’ve learned through volatile, uncertain and complex markets environments.

Breakout session - Option A
Thinking like a CEO – managing the strategic horizons of your Advice business

A skilled leader will simultaneously position a business to manage the short term environment while positioning to capitalise on growth opportunities over the longer term. In this critical time of the Advice industry, this session will look at key strategies to ensure current clients remain engaged and value your service, leverage trust and build loyalty. Importantly, this session will also discuss the need to simultaneously future-proof your business and position your business to take advantage of the industry disruption, consolidation and uncertainty. Providing guidance on how to pivot your business to be an engine of growth and deliver an exceptional experience to your clients.

Timothy Noonan
Managing Director,
Strategic Business Initiatives,
Russell Investments - USA

Breakout session - Option B
The good, the bad and the alternative

Interest in real estate, private equity, private debt and infrastructure investment is expected to continue to rise in 2019 and beyond. What opportunities can investors take advantage of in the alternative investment arena and what should they avoid?

In this session, Samantha will discuss the future challenges and opportunities facing investors with alternative assets as well as the growing trends that are likely to become important themes and considerations in this sector going forward.

Samantha Steele
Head of Private Market Strategies - EMEA
Russell Investments

Lunch

Super, built around you.

A great life after work looks different for every working Australian. Yet the superannuation industry still serves the collective over the individual, delivering one-size-fits many investment strategies, and member engagement programs that lack context - making super even more distant, intangible and complex. Can personalising the super experience help? How might super be delivered in a way that accounts for the personal goals, circumstances and risks that each individual is facing? In this session we share how goal-setting theory, consumer psychology and behavioural economics combine to create a ‘magic moment’, sparking an emotional reaction, and real engagement

Portfolio management in times of uncertainty

Hear directly from Australian equities managers Simon Mawhinney and Prasad Patkar as they discuss their approach to portfolio management and the challenges and opportunities associated with late cycle market uncertainty. What are the market signs investors should be looking out for to ensure their portfolios and fit now and for the future.

Afternoon tea

Breakout Session - Option A
Your questions answered with Tim Noonan

Tim has been working in the Advisory business for over 40 years, connecting with Financial Advisers from around the globe. In this session Tim will take your questions from the floor in an open and honest chat about the financial planning industry. Tap into Tim's extensive knowledge and insights to ask him the questions that you most want answered about the future of advice, business and the industry.

Timothy Noonan
Managing Director,
Strategic Business Initiatives,
Russell Investments - USA

Breakout Session Option B
GoalTracker: Under the bonnet

For decades, the world’s largest investors and wealthy individuals have benefited from investment strategies tailored to their goals, circumstances and constraints. Yet, there isn’t a single super investment option available today that is personalised to the individual goals and circumstances of each member. Until now. This session introduces how the GoalTracker investment strategy continually optimises to the personal circumstances of each member, and the broader investment landscape. Learn how this will deliver everyday Australians – both default, and member investment choice – with higher expected outcomes, intelligent de-risking, and ultimately the very best chance at a great life after work.

Tim Furlan
Head of Master Trust and Superannuation
Russell Investments

Nudging for Good

Human behaviour is complex. People face countless choices every day. In order to have an engaging, human-centric approach to your work, it is essential to understand what influences these decisions. The use of behavioural insights (BI) can provide empirical evidence of the factors behind these decisions and help deliver better outcomes – to nudge for good.

But accessing the potential of BI means having an accurate understanding of what this discipline is, its limitations, and how it best works in practice. In this session, participants will be introduced to the fundamental principles of BI by one of its preeminent practitioners, Dr Rory Gallagher. Drawing on the Behavioural Insight Team’s EAST framework, Dr Gallagher will guide participants through the basic building blocks of BI, empowering them to embrace BI and the impact it can have on their work, their stakeholders, and the challenges that we all face.

Dr Rory Gallagher
Managing Director, Asia-Pacific
Behavioural Insights Team

A wrap of the day

Jodie Hampshire
Managing Director, Australia
Russell Investments

Cocktail function