Agenda


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Day Two  click here to see agenda for day one

09:00 Who’s hot and who’s not
How have platform menus evolved in recent years? A discussion of investment issues, competitive pressures and the coming and goings from investment menus.

Anthony Serhan, Head of Adviser & Research, Morningstar Research

09.50 The next big thing
The new generation of platforms and catering for SMSFs

Darren Pettiona, Director, Hub24
Chris Saunders, Group Chief Executive Officer, Premium Wealth Management
David Paradice, Portfolio Manager, Paradice Investment Management
Chair: Ian Knox, Managing Director, Paragem

10.40 Morning tea

11.10 Offers you can’t refuse
Platform distribution and the key drivers of successful new products

Bruce Murphy, Executive Director, Distribution, Macquarie Funds Management
Brian Thomas, Head of Retail Funds Management, Perennial Investment Partners
Jarrod Brown, Chief Executive Officer, Bennelong Funds Management
Wes Gillett, Head of Retail Distribution, Skandia
Chair: Peter Walsh, Senior Vice President, Putnam Investments

12.00 Lunch

13.00 Conference close

click here to see agenda for day one