Join Matt Heine and special guests from Blackrock, Milliman, and Lonsec for breakfast

Hear Matt Heine, Netwealth's Managing Director, present on the intersection of technology, consumer needs and investing. Discover the preferences of today's investors and learn how to use smart technology, like managed accounts, to improve operating efficiency and customer satisfaction, particularly during volatile markets.

Also, Naomi Finnigan, Head of Investment Solutions at Netwealth, will host a series of short fireside chats with special guests from BlackRock, Lonsec and Milliman, curated especially for you exploring 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 (plus informal Q&A from 10:00am - 10:30am)
• Breakfast from 8:00am - 8:30am (complimentary light breakfast and juices, BYO coffee or hot drinks - café in the ground floor lobby)
• Presentations from 8:30am - 10:00am 
• (Optional) Informal Q&A with the managers 10:00 - 10:30am

Register to attend

Wednesday, 16 November 
8:00AM - 10:00AM (breakfast from 8:00AM - 8:30AM)
Netwealth, Level 6, 180 Flinders Street, Melbourne, VIC 3000

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