portfolio management

Malcolm Dorson (Global X) and Jonathan Ramsay (Trellia Wealth Partners) examine the growth of emerging markets and can they provide investors with the opportunities & diversification needed in an environment of global uncertainty? 

Jeremy Butterworth (Wellington Management) & Kerry Craig (J.P. Morgan Asset Management) discuss the rise of U.S. exceptionalism & impact of geopolitics on portfolio construction

Demand for advice by Australians has never been greater, Sarah Abood (FAAA) and Patrick Hartney (AFCA) discuss how the advice environment can be improved and what to expect from ASIC’s review of the managed accounts sector

Danielle Menichella (Sands Capital), Tom King (Nanuk), and Joel Connell (Bell Asset Management) discuss global equities, including the rise of AI and investment opportunities outside of the mega-caps.

Jeff Mitchell (Infocus) and Chris Willaton (Akambo) talk about the implementation and resourcing of a portfolio management capability both within and outside of an advice business

Speaking from a managed accounts perspective, Darren Beesley (Evidentia Group), Michael Karagianis (JANA), and Frank Danieli (MA Financial Group) examine where private credit is heading over the next few years.

As the managed accounts industry continues to grow, so too is it evolving. Peter Panigiris (DASH) and Andrew Stewart (Mercer) discuss the emerging shape of managed accounts.