Presentations
SESSION 1 The Skandia Story
Andrew Inwood, Principal, Brandmanagement
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SESSION 2 Clash of the titans
Chair: Bruce Madden,
Director, BlueChip Communication
Paul Barrett, General Manager - Distribution, Colonial First State
Richard Nunn, Executive General Manager Advice & Marketing, MLC & NAB Wealth
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SESSION 3 The Lost Leader
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
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SESSION 5 New Players
Chair: Brian Thomas, Head of Retail Funds Management, Perennial Investment Partners
Andrew Varlamos, CEO, Powerwrap
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Andrew Blair, Principal, Payment Adviser
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Denis Orrock, Chief Executive, GBST Financial Services
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SESSION 6 Are Platforms Antideluvian?
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
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SESSION 7 Platform Inflows and Outflows
Sallyanne Cook, Consultant, Morningstar
Tito Machado, Business Analyst, Morningstar
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SESSION 8 Using communication to keep FUM
Carden Calder, Managing Director, BlueChip Communication
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Chair: Anthony Serhan, Managing Director, Intech
Bruce Murphy, Executive Director, Investment Solutions and Sales Macquarie Funds Group
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Kelly Power, Head of Product, Asgard and Advance
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John Thomas, CEO, Balmain Funds Management
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