Annual Australian ETF Masterclass

Preparing for a New Horizon

With the Australian ETF market expected to grow to $40-50 billion in 2018, it’s become more and more important for advisors to understand the benefits and intricacies of this investment vehicle and how to most effectively apply these passive strategies to their current practice.

S&P Dow Jones Indices, in partnership with the ASX, is hosting its 8th Annual ETF Masterclass to continue to enhance the adviser community’s collective understanding of ETFs and implementation practices in today’s market and beyond. 

Our panels of ETF practitioners and industry experts will explore:

  • The myths and realities of ETFs
  • The implications of market growth on the Australian ETF industry
  • How advisors can effectively share evidence-based approaches with their clients
  • How to successfully use ETFs to transform business and benefit clients
Replays And Downloads View All >
Speakers View All >
Daphne van der Oord

S&P Dow Jones Indices

View Bio >
Travis Robinson

S&P Dow Jones Indices

View Bio >
Nazar Pochynok

Bell Partners Wealth Creation

View Bio >
Chris Schween

Asset Builder Financial Services

View Bio >
Christian Beltrame

RCB Advisors

View Bio >
Location

8:30 – 9:00

REGISTRATION

9:00 – 9:05

 

WELCOME & OPENING REMARKS

Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

9:05 – 9:35

panel: all you need to know about etfs - myths & facts

Despite ETFs having grown in popularity, there is a still a great deal of misunderstanding around how they are structured and regulated, how they trade, and how their performance compares to other kinds of investments. This session will discuss the facts behind some common ETF myths that persist.

* Session introduced by VanEck

 

Moderator: Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

Panelists:

·      Norman Robinson, Chief Executive Officer, Sentinel Stockbroking

·      Nazar Pochynok, Financial Adviser - Sydney, Bell Partners Creation

·      Daniel White, CEO, Cooee Wealth Partners

9:35 – 10:00

The growing use of etfs for smsfs

ETF use among SMSFs has grown in recent years as an easy-to-access, low-cost and tax-efficient tool to attain equity diversification. This session will introduce the use of ETFs by SMSFs as asset allocation, tax management, rebalancing and transition management tools.

* Session introduced by SSgA

 

Speaker: Peter Hogan, Head of Technical, SMSF Association

Replays And Downloads:

The Growing Use of ETFs for SMSFs - Peter Hogan

10:00 – 10:25

what might the future of etfs look like?

Over the years, ETF providers have developed many products where many investors can express market views. Recently we have also seen advisors work with providers to launch new products to meet the needs of investors. With the variety of ETFs available in the marketplace, what could be next for this maturing, but still fast-growing product manufacturing?

* Session introduced by iShares

 

Speaker: Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

10:25 – 10:45

COFFEE BREAK

10:45 – 11:20

PANEL: SHARING AN EVIDENCE – BASED APPROACH WITH CLIENTS

ETFs are often categorized passive investment tools. Yet all portfolios are active. How are advisors making use of the available tools and analysis with their clients?

 

Moderator: Travis Robinson, Senior Director, Western Region, Financial Advisor Channel, S&P Dow Jones Indices
Panelists:

·      Priscilla Luk, Head of Global Research and Design, Asia Pacific, S&P Dow Jones Indices

·      Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

·      Michael Holmes, Private Wealth Manager, Paterson Securities

11:20 – 12:05

global and australian etf market landscape – what’s next?

The Australian ETF market is expected to grow to $40-50 billion in 2018. What are the implications of this growth for the ETF industry? What are the key catalysts changing the ETF ecosystem? Who will emerge as the winners?

* Session introduced by ETF Securities

 

Speakers:

·      John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

·      David Ho, National Distribution Manager, ASX


Replays And Downloads:

Australian ETF Market Landscape - What's Next - David Ho

Global ETF Market Landscape - What's Next - John Davies


12:05  – 12:40

PANEL: CASE STUDY – INCREASing THE USE OF ETFS IN YOUR PRACTICE    

A panel of seasoned advisors will discuss how they successfully use ETFs to transform their business and benefit their clients.

* Session introduced by Betashares

 

Moderator: Stuart Magrath, Senior Director, Head of Channel Management, Australia & New Zealand, S&P Dow Jones Indices

Panelists:

·      Mark Holzworth, Director, Holzworth Partners

·      Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

·      Norman Robinson, Chief Executive Officer, Sentinel Stockbroking

·      Adam Dawes, Senior Investment Advisor, Shaw & Partners

 

12:40 – 12:45

 

CLOSING REMARKS

Stuart Magrath, Senior Director, Head of Channel Management, Australia & New Zealand, S&P Dow Jones Indices

12:45 – 14:00

NETWORKING LUNCH

 

8:30 – 9:00

REGISTRATION

9:00 – 9:05

 

WELCOME & OPENING REMARKS

Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

9:05 – 9:35

panel: all you need to know about etfs - myths & facts

Despite ETFs having grown in popularity, there is a still a great deal of misunderstanding around how they are structured and regulated, how they trade, and how their performance compares to other kinds of investments. This session will discuss the facts behind some common ETF myths that persist.

* Session introduced by VanEck

 

Moderator: Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

Panelists:

·      Norman Robinson, Chief Executive Officer, Sentinel Stockbroking

·      Adrian Rowley, Portfolio Manager, Watershed Funds Management

·      Harry Chemay, Co-Founder and CEO, Clover

·      Daniel White, CEO, Cooee Wealth Partners

9:35 – 10:00

The growing use of etfs for smsfs

ETF use among SMSFs has grown in recent years as an easy-to-access, low-cost and tax-efficient tool to attain equity diversification. This session will introduce the use of ETFs by SMSFs as asset allocation, tax management, rebalancing and transition management tools.

* Session introduced by SSgA

 

Speaker: Peter Hogan, Head of Technical, SMSF Association

Replays And Downloads:

The Growing Use of ETFs for SMSFs - Peter Hogan

10:00 – 10:25

what might the future of etfs look like?

Over the years, ETF providers have developed many products where many investors can express market views. Recently we have also seen advisors work with providers to launch new products to meet the needs of investors. With the variety of ETFs available in the marketplace, what could be next for this maturing, but still fast-growing product manufacturing?

* Session introduced by iShares

 

Speaker: Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

10:25 – 10:45

COFFEE BREAK

10:45 – 11:20

PANEL: SHARING AN EVIDENCE – BASED APPROACH WITH CLIENTS

ETFs are often categorized passive investment tools. Yet all portfolios are active. How are advisors making use of the available tools and analysis with their clients?

 

Moderator: Travis Robinson, Senior Director, Western Region, Financial Advisor Channel, S&P Dow Jones Indices
Panelists:

·      Priscilla Luk, Head of Global Research and Design, Asia Pacific, S&P Dow Jones Indices

·      Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

·      Nareena Aracas, Financial Planner, Guideway Wealth

·      Chris Schween, Principal, Asset Builder

11:20 – 12:05

global and australian etf market landscape – what’s next?

The Australian ETF market is expected to grow to $40-50 billion in 2018. What are the implications of this growth for the ETF industry? What are the key catalysts changing the ETF ecosystem? Who will emerge as the winners?

* Session introduced by ETF Securities

 

Speakers:

·      John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

·      David Ho, National Distribution Manager,  ASX


Replays And Downloads:

Australian ETF Market Landscape - What's Next - David Ho

Global ETF Market Landscape - What's Next - John Davies


12:05  – 12:40

PANEL: CASE STUDY – INCREASing THE USE OF ETFS in YOUR PRACTICE 

A panel of seasoned advisors will discuss how they successfully use ETFs to transform their business and benefit their clients.

* Session introduced by Betashares

 

Moderator: Stuart Magrath, Senior Director, Head of Channel Management, Australia & New Zealand, S&P Dow Jones Indices

Panelists:

·      Mark Holzworth, Director, Holzworth Partners

·      Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

·      Norman Robinson, Chief Executive Officer, Sentinel Stockbroking

·      Christian Beltrame, Founding Partner, RCB Advisors

 

12:40 – 12:45

 

CLOSING REMARKS

Stuart Magrath, Senior Director, Head of Channel Management, Australia & New Zealand, S&P Dow Jones Indices

12:45 – 14:00

NETWORKING LUNCH

 

11:30 – 12:00

REGISTRATION & WELCOME LUNCH

12:00 – 12:05

 

OPENING REMARKS

Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

12:05 – 12:25

what might the future of etfs look like?

Over the years, ETF providers have developed many products where many investors can express market views. Recently we have also seen advisors work with providers to launch new products to meet the needs of investors. With the variety of ETFs available in the marketplace, what could be next for this maturing, but still fast-growing product manufacturing?


Speaker: Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

12:25 – 12:50

PANEL: SHARING AN EVIDENCE – BASED APPROACH WITH YOUR CLIENTS

ETFs are often categorized passive investment tools. Yet all portfolios are active. How are advisors making use of the available tools and analysis with their clients?

 

Moderator: Travis Robinson, Senior Director, Western Region, Financial Advisor Channel, S&P Dow Jones Indices
Panelists:

·      Priscilla Luk, Head of Global Research and Design, Asia Pacific, S&P Dow Jones Indices

·      Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

·      Garth Collingwood, Associate Principal & Senior Financial Adviser, Ausure Financial Group

12:50 – 13:30

global and australian etf market landscape – what’s next?

The Australian ETF market is expected to grow to $40-50 billion in 2018. What are the implications of this growth for the ETF industry? What are the key catalysts changing the ETF ecosystem? Who will emerge as the winners?

 

Speakers:

·      John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

·      David Ho, National Distribution Manager, ASX


Replays And Downloads:

Australian ETF Market Landscape - What's Next - David Ho

Global ETF Market Landscape - What's Next - John Davies


13:30  – 13:55

PANEL: CASE STUDY – INCREASE THE USE OF ETFS IN YOUR PRACTICE  

A panel of seasoned advisors will discuss how they successfully use ETFs to transform their business and benefit their clients.

 

Moderator:

Stuart Magrath, Senior Director, Head of Channel Management, Australia & New Zealand, S&P Dow Jones Indices

Panelists:

·      Mark Holzworth, Director, Holzworth Partners

·      Ryan Hessenthaler, Chief Operating Officer, Lunt Capital Management

·      Norman Robinson, Chief Executive Officer, Sentinel Stockbroking

·      Thomas Harg, Managing Director - Queensland, Bell Partners

13:55 – 14:00

 

CLOSING REMARKS

Stuart Magrath, Senior Director, Head of Channel Management, Australia & New Zealand, S&P Dow Jones Indices

 

Daphne van der Oord

S&P Dow Jones Indices

View Bio >
Travis Robinson

S&P Dow Jones Indices

View Bio >
Nazar Pochynok

Bell Partners Wealth Creation

View Bio >
Chris Schween

Asset Builder Financial Services

View Bio >
Christian Beltrame

RCB Advisors

View Bio >
Norman Robinson

Sentinel Stockbroking

View Bio >
Harry Chemay (Melbourne)

Clover.com.au

View Bio >
Adrian Rowley

Watershed Funds Management

View Bio >
Ryan Hessenthaler

Lunt Capital Management, Inc.

View Bio >
Priscilla Luk

S&P Dow Jones Indices

View Bio >
Peter Hogan

SMSF Association

View Bio >
Adam Dawes

Shaw & Partners

View Bio >
Michael Holmes (Sydney)

Patersons Securities Sydney

View Bio >
Nareena Aracas (Melbourne)

Guideway Wealth

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Stuart Magrath

S&P Dow Jones Indices

View Bio >
Mark Holzworth

Holzworth Partners

View Bio >
Garth Collingwood (Brisbane)

Ausure Financial Group

View Bio >
Tom Harg (Brisbane)

Bell Partners Wealth Creation & Financial Advisory

View Bio >
David Ho

ASX

View Bio >
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