Portfolio Construction Breakfast Series

Navigating volatile markets with tech and smart investments

Join Netwealth and special guests from Blackrock, Milliman, Russell and Lonsec for breakfast

Join us for a small catered event and fireside chats with special guests from BlackRock, Milliman, Russell Investments, and Lonsec. Gain insights on managing client portfolios in volatile markets as we explore such themes as:

  • Is a recession inevitable and what are the considerations for asset allocators in this environment 
  • What is the outlook for fixed interest, and what opportunities exist to generate income
  • How to deal with sequencing risk to give your pre-retiree clients the confidence to invest
  • The practical application of building managed portfolios in volatile times

 

Agenda:

  • Time: 8:00am - 10:00am
  • Breakfast from 8:00am - 8:30am 
  • Presentations from 8:30am - 10:00am 
  • (Optional) Informal Q&A with the managers 10:00 - 10:30am

Register to attend

Thursday, 24 November 
8:00AM - 10:00AM (breakfast from 8:00AM - 8:30AM)
SACA Committee Room, Adelaide Oval, War Memorial Dr, North Adelaide SA 5006

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Meet the guest speakers

Uwe Helmes
Investment Strategist
BlackRock 
LinkedIn profile

 

 

Victor Huang
Practice Leader
Milliman Australia 
LinkedIn profile

 

Nick Ward
Senior Investment Consultant
Lonsec
LinkedIn profile

 

Alex Cousley
Investment Strategist
Russellv Investments
LinkedIn profile