Agenda
Day One click here to see agenda for day two
08.55 Conference opening
09:00 Platforms under siege – the greatest threats in 2008
Paul Barrett, General Manager Distribution, Colonial First State Investments
09:45 Combating the threats – the industry view
Marianne Perkovic, Chief Executive Officer, Count Financial Limited
Craig Hobart, Head of Retail, Tyndall/Suncorp Investment Management
Kevin Bailey, Managing Director, The Money Managers
10.45 Morning tea
11.15 Flying the Aussie Flag offshore
Recent developments in global markets
Andrew Inwood, Principal, brandmanagement
Arthur Naoumidis, Managing Director, Praemium
Rob de Dominicis, Chief Executive, Wealth Management, GBST
Chair: Bruce Madden, Director, BlueChip Communication
12.15 Industry trends from a users’ perspective – what the numbers are saying
Latest findings from Investment Trends’ 2008 Planner Technology survey
Mark Johnston, Principal, Investment Trends
12.55 Lunch
14.00 The great debate: Equities or SMAs
Which road should platforms take?
Cormac Heffernan, Head of Customised Portfolio Service, BlackRock
Craig Lawrenson, Head of Product – Wrap Solutions, BT Financial Group
Chair: Patrick Bennett, Research Manager, Shadforths
14:45 Investing in platforms: Build or buy?
Strategic challenges from a platform provider perspective
Alan Kenny, General Manager Product & Investment Services, Colonial First State Investments
Dean Thomas, General Manager, Asgard
Michael Heine, Managing Director, Netwealth
Chair: Ross Johnston, Head of Financial Planning and Home Loans, Australian Unity
15.35 Afternoon tea
16.00 What’s new in the world of platforms
Developments in features and functionality
Andrew Barker, General Manager Wealth Management Products, Aviva
Chris Stevens, Chief Executive Officer, Avanteos
Richard Barber, Chief Executive Officer, Class Super
Chair: Bruce Madden, Director, BlueChip Communication
16:45 2008 Wrap and platform awards
Results from a poll of over 1000 advisers across 6 categories conducted by industry researcher, brandmanagement
Andrew Inwood, Principal, brandmanagement
17:30 Session close
18:30 Wine tasting and cocktail party
19:30 Conference dinner