*RESCHEDULED to 2022* join us on WEDNESDAY 16 february
On Wednesday 16 February 2022 the FSC will host the inaugural Investment & Retirement Incomes Summit in Sydney.
Leaders from across the industry will converge for a day of discussions with a cross-section of investment experts – both local and international – exploring retirement incomes, superannuation and investment-focused issues. The Summit will cover a broad range of technical topics and analysis of global and domestic markets post-COVID.
The Summit will be held as a full day hybrid event, with a number of delegates being able to attend in person at a venue in Sydney, and others joining online via a streamed offering. Cocktail drinks will commence at the conclusion of the day activities.
DATE: Wednesday 16 February 2022
TIME: 8.30am - 4.30pm / 4.30pm - 6.30pm Cocktail Function
VENUE: Crown Sydney, 1 Barangaroo Ave, Barangaroo
REGISTRATION COSTS - Early Bird Rates
Group Member (4): $950 + GST per person
Member: $1,050 + GST per person
Non Member: $1,450 + GST per person
Member: $550 + GST per person
Non Member: $700 + GST per person
Early bird rates end 14 January, 2022. View the booking terms and conditions here.
Register and grab a coffee before the day starts.
Andrew Coorey will open the day.
Chris Donohoe, CEO, APIR
Sally Loane, CEO, FSC
Hear leader perspectives on the changing structure of superannuation.
Moderator: Paul Howes, National Managing Partner, KPMG Enterprise, KPMG
- Scott Hartley, CEO, AMP Australia
- Justin Arter, CEO, Cbus
- Kelly Power, CEO, CFS Superannuation
Enjoy some refreshments while you network.
With the DDO regime in play, what are financial services organisations experiencing?
Moderator: Alison Telfer, Chief Operating Officer & Head of Public Policy, BlackRock
- Michelle Segaert, Partner - Financial Services Law, EY
- Dawn Thomas, National Chair, AFA Inspire
- Jamie Wickham, Managing Director, Morningstar Australasia
Minister Hume will look to provide an overview of some of the challenges facing the industry, her vision of the future and policy priorities for the Government.
- Senator the Hon Jane Hume, Minister for Superannuation, Financial Services and the Digital Economy & Minister for Women's Economic Security
Enjoy a long lunch break before the afternoon sessions.
With Net Zero being an increasingly hot topic, what does it actually mean:
• For an investor to commit to net zero,
• In the context of diverse investment portfolios? and,
• How does it interact with acting in members best financial interests?
These topics, and more, to be debated by leading industry voices.
Moderator: James Thomson, Columnist, AFR
- Pru Bennett, Partner, Brunswick Group
- Dr Stuart Palmer, Head of Ethics Research, Australian Ethical Investment
- Pablo Berrutti, Investment Specialist - Sustainable Funds Group, Stewart Investors
How can we make sure Australians are getting the right advice to prepare for retirement, at the right time? Do we understand what people want to achieve in retirement and how to get them there – and how to explain it to them so they can make informed decisions?
Moderator: Aleks Vickovich, Wealth Editor, AFR
- Richard Howes, Managing Director and CEO, Challenger
- Darren Whereat, Chief Advice Officer, IOOF
- Alva Devoy, Managing Director Australia, Fidelity International
- Liam Shorte, Director, Verante Financial Planning
A quick coffee break before the last session of the day.