POST EVENT SUMMARY

Income & Defensive Assets Symposium 2024

Tuesday 30 July 2024
Four Seasons, Sydney

Thursday 1 August 2024
Rydges, Melbourne

Back to black - the return of income

Central banks are swiftly adjusting interest rates away from quantitative easing to curb inflation, prompting investors to reassess risk as cash and sovereign bonds offer traditional returns, particularly beneficial for retirees. However, persistent inflation drivers and global economic shifts may necessitate innovative capital deployment strategies, especially amid changing asset class correlations and potential equity headwinds.

The Symposium aims to aid wealth managers in crafting defensive portfolios generating resilient income by exploring diverse viewpoints on asset repositioning in a new income landscape.

6+ CPD points available.

Summary report

Following the event, we have crafted a comprehensive summary report that encapsulates the pivotal insights garnered from our discussions, polling results and actionable strategies to engage with your clients.

INBrief

Alan Liao
AVARI

Dr. Christian Baylis
Fortlake Asset Management

Dean Fraser
Brickfloor

Lauren Ryan
Thinktank

DOWNLOAD NOW

Andrew Harrex
P/E Investments

Bruce Wan
MaxCap Group

Clive Maguchu
State Street Global Advisors

Jarod Dawson
PM Capital

Roy Keenan
Yarra Capital Management

Craig Brooke
Key Invest

Justin Tyler
Daintree Capital

Samuel Moore
Capital Prudential

Scot Thompson
Macquarie

Alan Liao

Managing director
AVARI Capital Partners
Alexandre Ventelon

Head of wealth management research
Morgan Stanley
Andrew Harrex

Managing director
P/E Investments
Bruce Wan

Head of research
MaxCap Group
Charlie Viola

Partner
Pitcher Partners
Dr Christian Baylis

CEO and co-founder
Fortlake Asset Management
Clive Maguchu

Senior strategist
State Street Global Advisors
Craig Bannister

Executive director
Pallas Capital
Craig Brooke

Chief executive officer
KeyInvest
Dean Fraser

Founder & CEO
Brickfloor
Giselle Roux

Host and content contributor
The Inside Network
Jake Jodlowski

Principal
Atchison Consultants
James Dunn

Contributing editor and host
The Inside Network
Jarod Dawson

Global yield portfolio manager
PM Capital
Jason Petersen

Head of advice
5 Financial
Justin Tyler

Director and portfolio manager
Daintree Capital
Lauren Ryan

Business development manager
Thinktank
Laurence Parker-Brown

Head of content
The Inside Network
Paul Saliba

Sector head equities and fixed income
SQM Research
Renée Condylis

Senior financial adviser
Perpetual Private
Roy Keenan

Co-head of Australian fixed income
Yarra Capital Management
Samuel Moore

Executive director
Capital Prudential
Scot Thompson

Co-head of systematic investments
Macquarie Asset Management
Tim Rocks

Chief investment officer
Evans & Partners