8:30am

Conference registration

9.00 – 9.10

Conference welcome
Jeff Louie, Co-Publisher, Morningstar Media
Rob DeDominicis, Chief Executive, GBST Wealth Management

9.10 – 10.00

Lessons from the UK
Bill Vasilieff, Chief Executive Officer, Novia

Bill will provide an overview of the UK’s Retail Distribution Review and share his observations about what is currently occurring in the technology, distribution and platform space in the UK.

10.00 – 11.00

The Changing Face of Financial Services
Tony McDonald, Managing Director, Snowball Group

Fundamental change is occurring throughout the wealth management chain. What are the key drivers of this change? How can advice businesses best respond to client needs? What do advice businesses need from platform providers to best service those requirements?

11.00 – 11.30

Morning Tea

11.30 – 12.15

A view from above – key trends in the platform space
Mark Johnston, Principal, Investment Trends

An analysis of key findings that relate to platform space from a range of reports conducted by Investment Trends, including preliminary findings from the 2010 Planner Technology survey.

12.15 – 13.00

What Investors Want
Ray Miles, Executive Director, Fortnum Financial Advisers
Marianne Perkovic, General Manager Distribution, Colonial First State
Deen Sanders, Deputy CEO, FPA

13.00 - 14.00

Lunch

14.00 – 15.00

Solving the Retirement Incomes Puzzle
Daniel Needham, Chief Investment Officer, Ibbotson Associates
Richard Howes, Chief Executive, Life, Challenger

Many Australians face the prospect of inadequate savings for their retirement. This session will identify the challenges in addressing Australia’s retirement incomes problem, provide some global perspectives from the U.S. and give an analysis of the various product solutions in the marketplace.

15.00 – 15.45

Angels and Villains – Pricing Trends for Platforms and Industry Funds
Andrew Baker, Managing Partner, Tria Investment Partners

The post-Cooper political debate about the future of super has increasingly become about cost - rather than value. In this debate, platforms are often given the role of villains. But is this fair?

Tria will compare past and present, with new pricing research that shows the roles of angels and villains are no longer clear cut.

15.45 – 16.15

Afternoon Tea

16.15 – 17.15

The Universal Wrap and the Future for Platforms
Arthur Naoumidis, Managing Director, Praemium
Michael Clancy, Executive General Manager, Investment Platforms, MLC & NAB Wealth

Wrap platforms have been the centrepiece in the value chain. How have regulatory reforms changed the competitive landscape? What must platforms offer to keep advisers engaged?

18.30 – 19.30

Wine tasting and drinks

19.30 - late

Conference dinner

9.00 - 10.00

SMSFs – The Truth Laid Bare
Grant Abbott, Principal, SMSF Strategies

Australia’s leading SMSF presenter and trainer will provide his unique insights into the SMSF sector, including a look at the current opportunities for advisers, platforms and product providers

10.00 – 11.00

The Place for Multi-Boutiques
Ian Macoun, Managing Director, Pinnacle Investment Management
Mark Burgess, Managing Director, Treasury Group

What types of distribution models are prevalent in the industry? What are the advantages of the multi-boutique structure? What are the major challenges facing boutiques in the current landscape?

11.00 – 11.30

Morning Tea

11.30 – 12.30

Platforms – failing or facilitating advice?
Stuart Milne, Principal, Praxis Partners
Brett Marsh, Head of UMA Strategy, OneVue

Do platforms fail or facilitate advice? How can platforms best facilitate the advice process? What opportunities arise following periods of consolidation in the industry?

12.30  

Closing Lunch