Portfolio Construction Breakfast Series

Navigating volatile markets with tech and smart investments

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

Hear Matt Heine, Netwealth's Joint 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 should investors hold the line
  • 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 practical

Register to attend

Wednesday 10 August 
8:00AM - 10:00AM (breakfast from 8:00AM - 8:30AM)
Radisson Blu Plaza Hotel Sydney (Press Room)
27 O'Connell St , Sydney

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Meet the guest speakers

Craig Vardy
Portfolio Manager 
BlackRock 
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Victor Huang
Practice Leader
Milliman Australia 
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Lukasz de Pourbaix
Executive Director & CIO 
Lonsec
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