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.

26th October 2017 - Day 2

08:00 – Registration

Participants registration and refreshments.

09:00 – Welcome address

Chairman’s address to the gathering.

09:10 – Session 1: PANEL DISCUSSION: Use of ETFs in portfolios

What does my investor want, who are they, choice of ETFs, impact of regulations, technology etc.?
  • Rita Da Silva, Financial Services Partner, Ernst & Young Kanish Chugh, Business Development Manager, ANZ ETFs Management, Australia
  • Kanish Chugh, Business Development Manager, ANZ ETFs Management, Australia
  • Adam Muston, Associate Director – ETF Capability Manager, UBS Asset Management Australia, UBS
  • Glenn Pitt, Financial Adviser, Beachside Financial Services

09:55 – Session 2: Active ETF modeling strategies for optimal portfolio construction and implementation

  • ETF model portfolios and the different roles ETFs can play in portfolios
  • What makes a good ETF?
  • What to look for in smart beta ETFs?
  • Michael Elsworth, GM Specialised Research, Lonsec Research

10:30 – Tea break

Refreshments and Networking opportunity for participants.

11:00 – Session 3: ETFs and institutional investors - a global and local perspective

The session focusing on the US, European and Australia markets will demonstrate how institutions both large and small use ETFs to achieve their investment outcomes with specific examples of how they utilise different trading strategies depending on their specific needs and the characteristics of the product they are dealing with.

Panel Member:
  • Damien Sherman, Head of ETFs, Australia, Vanguard

11:30 – Session 4: PANEL DISCUSSION - Robo advice in ETFs. A help or hindrance for adviser?

  • Robo-advise and how it is impacting the industry
  • Is it B2C or B2B?
  • Will robo-advice be disruptive or evolutionary?
  • What are the risks of robo-advise?
  • Mark Fordree, CEO, Ignition Wealth
  • Astrid Raetze, Partner, Baker and McKenzie

12:45 – Lunch break

Lunch and Networking opportunity for participants.

13:45 – Session 6: Factors and sustainability investing.


  • Sudir Raju, Managing Director, FTSE Russell, Singapore

14:30 – Session 7: ETF trading best practice

Basic mechanics of trading ETF’s

  • What is the true liquidity of an ETF ?
  • Best times to trade
  • How to minimize impact and cost whilst trading
  • Rise of the machines and impact of automated market making


  • David Foodey, Co–Head of Program Trading Asia Pacific & Co–Head of Cash Execution, Australia Deutsche Bank

15:15 – Tea break

Refreshments and Networking opportunity for participants.

15:45 – Session 8: Using ETF model portfolio’s to enhance practice efficiency and profitability

In today’s fast paced world the demands of an adviser are being stretched beyond capacity. Our most important business decisions have to be formed in an environment that demands fast thinking and action in order to stay competitive. In this session you will hear:

  • Why the decision to be an asset manager or asset gatherer is the most important decision that you will ever make as a practitioner.
  • How ETF model portfolios can transform your business and enhance your value proposition to clients
  • Understand the impact of portfolio partnerships can build revenue and grow your bottom line


  • Brett Taggart, CEO, Bell Partners

16:30 – Perspectives on the growth of ETF investment in the SMSF sector


  • Darren Howard, Financial Planner – SMSF Specialist, Merit East

17:15 – Closing remarks from the Chair

Closing remarks from the Chair.

17:30 – Close of Forum

Vote of thanks by the Chairman.

Attendee Information


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