8:30am - 9:00am
Registration, Arrival Tea & Coffee
9:00am - 9:05am
Introduction
9:05am - 9:45am
Investors make common mistakes, especially in long market cycles, when trend is mistaken for market truth. We examine what investors today accept as truth and the cognitive biases that contribute to those views, concluding with opportunities that exist for savvy investors willing to take the other side of the bet.
9:45am - 10:30am
Where do new ideas emanate from, and how do fund managers determine the right time to launch a new thematic product?
10:30am - 11:00am
Morning Tea
Advisers with high net worth clients are looking for edgier products. How are researchers ensuring they are on top of them all?
11:45am - 12:15pm
Looking at ways to maximise fixed income opportunities in a portfolio.
12:15pm - 1:15pm
Looking at the role of unlisted assets and the role of alternatives in dynamic asset allocation. There is pressure to invest more in illiquids – what should the allocation be?
1:15pm - 2:15pm
Lunch
2:15pm - 2:55pm
How important are valuations to advisers and their clients, and how do researchers navigate funds that operate with markedly different valuation models?
2:55pm - 3:40pm
A range of products have been launched in the retirement space, from annuities to allocated pensions and other variations – how can researchers help advisers and their clients navigate the nuances between them and help them structure their retirement using one or more of these products?
Justine Marquet
Head of technical services, Allianz Retire+
3:40pm - 4:00pm
Afternoon Tea
4:35pm - 5:30pm
The research industry has challenges in recruitment and retention, pricing models can seem conflicted and there is the ongoing conflicted model with SMAs. The regulator has up to now kept its focus off research but that may change. Can research continue to operate the same models in the same way into the future?
5:30pm - 6:30pm
