ETFF-2017-Thumb
25Oct
October 25, 2017 - October 26, 2017 Grace Hotel Sydney , 77 York street, Sydney, NSW Australia

Be updated on latest trends, strategies, product developments, regulations and technology for this increasingly popular pooled investment vehicle by attending International Business Review’s inaugural.

25th October 2017 - Day 1

08:00 – Registration

Participants registration and refreshments.

09:00 – Welcome address

Chairman’s address to the gathering.

09:10 – Session 1: Trends and forecasts globally and locally in use of ETFS

Speaker:
  • Deborah Fuhr, Managing Partner, ETFIG, UK, (Former Global Head of ETF Research and Implementation Strategy at BlackRock /Barclays Global Investors)

09:55 – Session 2: Evolution of exchange traded funds from ETFS 1.0 to ETFS 2.0 and beyond

Evolution of exchange traded funds from ETFS 1.0 to ETFS 2.0 and beyond

Speaker:
  • Ilan Israelstam, Head of Strategy and Marketing, Beta Shares

10:30 – Tea break

Refreshments and Networking opportunity for participants.

11:00 – Session 3: PANEL DISCUSSION - Benefits Vs risks of different types of ETFS

Benefits Vs risks of different types of ETFS ie. asset allocation, fixed income, liquid ALTS, equities, REITS, currency, commodities

  • Across asset classes and over other pooled investment vehicles
  • Best for portfolios in current market climate
  • Optimal strategy types
Panelists:
  • Tim Sparks, Senior Key Account manager, Vanguard
  • Nader Naeimi, Head of Dynamic Markets, AMP Capital

11:30 – Session 4: Operating within the constraints of regulatory controls

ASX and ASIC regulations to be aware of any new regulatory developments that affect ETFs in Australia or overseas.

Panel Members:
  1. Astrid Raetze, Partner, Baker and McKenzie
  2. Sam Appleton, Special Counsel, Baker and MacKenzie

12:00 – Lunch break

Lunch and Networking opportunity for participants.

13:00 – Session 5: ETF Risks, Bond Bubbles and Fire Sales: The fallout from low interest rates

Speaker:

  • Petko Kalev, Professor in Finance and Director, Centre for Applied Financial Studies, University of South Australia

13:45 – Session 6: Factor Indexing – A “new” investing framework for advisers and institutions when allocating risk and capital

Smart beta (or factor investing) is all the buzz these days in financial services. If up to 80% of a manager’s active return can be explained by exposures to systematic factors (source: MSCI).

What is the potential impact for investment management and portfolio advice?

In this session Tim will look at the evolution of smart beta indexes off the back of decades of academic theory, and why the rapid growth of the ETF industry globally has combined to deliver an expanding and relevant range of investment tools for all investors.

Tim will test the rationale of factor indexes and factor investing, and the assess the potential impact of constructing and managing portfolios for clients using this “new investment framework”.

Speaker:
  • Tim Bradbury, VP, Client Coverage, MSCI

14:30 – Tea break

Refreshments and Networking opportunity for participants.

15:45 – Session 8: Responsible investment/ESG investing through ETFs

This session will look at RI/ESG in general, issues around getting consensus on RI/ESG policies (practicalities), Russell’s experience in this process (i.e. ETF product development), and how they developed an ETF that broadly covers widely recognised RI/ESG principles.

Speaker:

  • Nicki Ashton, Head of Strategic Partnerships, Russell Investments

16:30 – Active versus passive investing

Speaker:

  • Priscilla Luk, Head of Index Research & Design, S&P Dow Jones Indices, Hong Kong

17:15 – End of Day 1

Closing remarks from the Chair.

17:30 – Networking and drinks

Drinks and networking reception.

Attendee Information

 

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About Us

 

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