Masterfunds Conference

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Event Overview


The evolving regulation and business of financial services, as well as the rapid growth of Fintech, have made the politics of distribution for financial products more competitive than in recent years. With the market swimming with new entrants, there has never been a better time to collaborate and to compete to achieve distribution success in a crowded ocean.

The 15th Annual Wraps, Platforms & Masterfunds Conference will provide solutions for succeeding in a distribution world of endless possibilities, showcasing strategies to help your business achieve the biggest bite of market share, use innovation to overcome problems and support opportunities.

With insights from Steve Baxter, entrepreneur, investor and ‘Shark’ from Network Ten’s television series Shark Tank, this conference will provide a unique perspective on the feeding frenzy of new entrepreneurs keeping platforms alive.

Key topics and conference themes include:

• The Murray Inquiry and future of financial services
• The changing market dynamics of the financial advice industry
• Licensee negotiation and approved product list strategies
• What financial advisers want from technological service providers
• Developments in the fintech – opportunities and threats
• Overview of the dealer group market and
• What dealer heads want
• Marketing and product distribution strategies
• Adapting to changes in the dealer group market
• Strategies for attaining market share in competitive technology markets

Who should Attend?

26-28 August 2015
Crowne Plaza, Hunter Valley

The conference is a must-attend event for any financial services business or provider seeking to better understand the current market and opportunities for growth. Over 14 years the conference has delivered market intelligence, insights and opinions to:

• Platform providers
• Dealer group heads and other senior executives
• Investment researchers
• Fund managers
• Distribution heads and senior distribution managers
• Senior product and marketing managers
• Financial advisers
• Mortgage industry executives
• Other intermediary businesses seeking to diversify in the financial planning/advice sector

Media Partners