08:35

Chair’s Opening comments

Tom Piotrowski, Market Analyst, CommSec

08:45

Women and ETFs

Australian women investing online has doubled from 76,000 to 150,000 over the last five years, with women showing particular interest in exchange traded funds (ETFs), Investment Trends. The proportion of women investing in ETFs increased more than threefold in the last five years, going from seven per cent of all online investors to 25 per cent. Rachel will talk on accelerating the pace of diversity in the ETF industry.

Rachel White, Head of Product Strategy, Vanguard

09:05

Keeping it simple

The financial industry and ETF ecosystem is filled with unnecessary complexity, and this can lead to suboptimal outcomes. This session will focus on the sophistication of simplicity, and how a straightforward approach to ETFs and portfolio construction can garner better results.

Marc Jocum, Investment Manager, Stockspot

09:20

A global macro view of the market

Scott Chronert, Managing Director & Global Head of ETF Research, Citi Group USA VIRTUAL

09:40

The Business of ETFs: Where the Australian Market Goes From Here

The local ETF market exploded in 2019, growing by 50% and setting expectations sky-high for 2021, but as volatility returned and global markets wobbled, expectations changed. Hear from industry leaders as we explore all areas of the ETF market with business leaders from across the ETF industry.

Duncan Burns, Head of Equities Investment Group, Vanguard

10:00

Recent trends in Australia / global ETF market

Total ETF market has now surpassed $100Billion in assets. Hear from ASX on recent trends across the ETF market including investor adoption of products providing broad-based market exposure, sector and thematic exposure.

Roger Daniel, Investment Product Specialist, ASX

10:20

10 Questions in 20 Minutes: Evolution of ETFs & exploring Liquidity & Trading in a Turbulent Market

Daniel Young, Head of Equities Australia, Citigroup Global Markets Australia Pty Limited (CGMA)
Kylie Purcell, Investments Editor, Finder.com.au
Minh Tieu, Head of Capital Markets, Vanguard
Andrew Weaver, Senior Manager, Investment Products, ASX

10:40

Networking Break

11:00

Magellan The Evolution of Active ETFs and the One Unit Fund

ETFs have been around since the late 1900’s but why has it taken so long for Active ETFs to find their place on exchange? In this session we take a look at the evolution of Active ETFS and the most recent developments in the space.

Jennifer Herbert, Key Account Manager, Listed Funds, Magellan

11:20

When Active Met Passive: Exploring Smart Beta Investing

The debate has raged for nearly two decades, as investors on both sides were unwilling to budge on what the right approach to investing is. Factors came along, and were touted as the best of both worlds. But have these products delivered on their promises? Join though leaders and product providers as they delve into factor investing, dispelling the myths and answering the most pressing questions about deploying these innovative funds.

John Caulfield, Director, Institutions and Intermediaries, Van Eck

11:40

Building better portfolios with ETFs

Cameron Gleeson, Senior Investment Specialist, Betashares

12:00

ETF Liquidity and execution – Live trading demonstration

In this session we will be joined by globally leading ETF market maker and liquidity provider Flow Traders. They will touch on one of the key elements of ETF investing and ETF evaluation, namely liquidity and trading. The session will cover the core elements within this area and address some of the following side topics

• What is ETF liquidity and how to successfully access it
• The value of competition, how to ensure best execution
• ETF spreads dissected

Live trading demo:

• Accessing full liquidity on AU as well as Internationally listed ETFs
• Live risk price and NAV trading

Viktor Ostebo, Head of Institutional Trading, APAC, Flow Traders

12:30 – 13:15

Networking Lunch

13:20

ESG: The Way Forward, or Marketing Trend?

The investment world has fallen in love with idea of ESG investing, proclaiming it adds alpha, reduces risks and that you can feel good about your money. But is any of that true? We rip the cover off the term “ESG,” taking a closer look at data, index construction, performance and much more. This is a can’t- miss session for any investor.

Steve Ead, Head of iShares Product, BlackRock Australia
Meaghan Victor, Head of SPDR ETFs Asia Pacific Distribution, State Street Global Advisors
Moderator: Tom Piotrowski, Market Analyst, CommSec

13:40

The evolution of swap/synthetic ETFs

The synthetic ETF structure has evolved strongly over the last 15 years, with many ETF issuers now employing a wide variety of new, innovative and advanced risk reduction features. Primarily used by institutional/wholesale investors, synthetic ETFs have the ability provide investors with a range of added portfolio benefits, such as potential above index returns, tight index tracking and access to markets which are too difficult or costly to physically replicate. This session explains the benefits and risks of the modern synthetic ETF structure, and showcases the range of innovative ways that synthetic ETF issuers can now use to reduce counterparty risk.

Andrew Kalopedis, Senior Coverage Specialist, Passive Investments, Australia & New Zealand, DWS Group

14:00

The Global Race Towards a Bitcoin ETF: An Australian Perspective

• Why the need for a Bitcoin ETF?
• Opportunities and challenges in Australia.
• Case Studies: Digital asset ETFs in Canada, applications in the United States.
• Will Australia maintain its place in the global race towards a Bitcoin ETF?
• Future of digital assets in a ‘post-ETF’ world.

Jeff Yew, CEO & Director, Monochrome Asset Management

14:25

IN CONVERSATION | The Changing Role of Indexing

Dan Silver, COO & Co-Founder, Stake
Marc Jocum, Investment Manager, Stockspot
Moderator: Andrew Weaver, Senior Manager, Investment Products, ASX

14:50

Meet the Managers: Active ETFs in Action

Join our panel of active managers who have wrapped their strategies in ETFs. Gather the insight and first-hand knowledge needed to do your due diligence on these managers, their strategies and where they see the market going from here. Will include three active managers in the Australian market today.

Chris Meyer, Director Pinnacle Investment Management Group
Lauren Jackson, Business Manager, Fidelity International
Moderator: Tom Piotrowski, Market Analyst, CommSec

15:20

Closing comments

15:30

Networking drinks