Agenda
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Day two
Access the agenda for day one
09:00 – 09:45 The Skandia Story
Case study of Skandia – the little platform that said it could
Andrew Inwood, Principal, Brandmanagement
09:45 – 10:30 Clash of the titans
The big guys tell how the current climate has strengthened their positions
Chair: Bruce Madden, Director, BlueChip Communication
Paul Barrett, General Manager - Distribution, Colonial First State
Richard Nunn, Executive General Manager Advice & Marketing, MLC & NAB Wealth
10:30 – 11:00 Morning Tea
11:00 – 11:45 The Lost Leader
Whose role is it to champion the role of platforms in the industry?
Chair: Craig Hobart, Head of Retail, Tyndall Investments
Jo-Anne Bloch, CEO, FPA
Richard Klipin, CEO, AFA
Steve Helmich, Director – Financial planning, advice and services, AMP
11:45 – 12:30 View from the Top
What do planners want? which platform is doing the best job?
Mark Johnston, Principal, Investment Trends
12:30 – 13:30 Lunch
13:30 – 14:15 New Players
A look at more recent offerings to hit the marketplace
Chair: Brian Thomas, Head of Retail Funds Management, Perennial Investment Partners
Andrew Varlamos, CEO, Powerwrap
Andrew Blair, Principal, Payment Adviser
Denis Orrock, Chief Executive, GBST Financial Services
14:15 – 15:30 Are Platforms Antideluvian?
Will this storm wash away for good and is it time something else replaced them?
Chair: Julia Newbould, Managing Editor, Morningstar Media
Darren Pettiona, Managing Director, Hub24
Tim Cobb, General Manager - Marketing and Public Relations, Aviva
Andrew Wheeler, Principal, Dealer Group Advisers
15:30 – 16:00 Afternoon Tea
16:00 – 16:45 Platform Inflows and Outflows
How the major platforms are doing
Sallyanne Cook, Consultant, Morningstar
Tito Machado, Business Analyst, Morningstar
16:45 – 17:15 Using communication to keep FUM
Tips from industry funds and their retail counterparts
Carden Calder, Managing Director, BlueChip Communication