October 25, 2017 - October 26, 2017 Grace Hotel Sydney , 77 York street, Sydney, NSW Australia

Be updated on latest trends, strategies, product developments, regulations and technology for this increasingly popular pooled investment vehicle by attending International Business Review’s inaugural.

25th October 2017 - Day 1

08:00 – Registration

Participants registration and refreshments.

09:00 – Welcome address

Chairman’s address to the gathering.


  • John Caulfield, Vice President, Institutional Business Development, Van Eck

09:10 – Session 1: Evolution of exchange traded funds from ETFS 1.0 to ETFS 2.0 and beyond

Evolution of exchange traded funds from ETFS 1.0 to ETFS 2.0 and beyond

  • Vinnie Wadhera, Director – Institutional Business and National Accounts, Beta Shares

09:55 – Session 2: PANEL DISCUSSION - Benefits and risks of ETFS

  • Different strategy types (market-cap indexing, smart beta, active) and product structures (ETFs vs LICs & LITs)
  • ETFs across the asset classes – equities, fixed income, REITs etc.
  • Trends in the ETF market – where are we headed?



  • Alex Prineas, Associate Director, Manager Research Morningstar Australasia


  • Thomas Reif, Global Portfolio Strategist, Asia Pacific, State Street Global Advisors
  • Jamie Hannah, Vice President – Investments & Capital Markets, Van Eck

10:30 – Tea break

Refreshments and Networking opportunity for participants.

10:50 – Session 3: Listed infrastructure: A growing asset class

  • Characteristics of infrastructure assets
  • Why listed infrastructure
  • Building a better benchmark


  • Justin Walsh, Director, Australia and New Zealand, FTSE Russell

11:30 – Session 4: The times they are A-Changin’

The times they are A-Changin’: While active funds battle to survive — ETFS are emerging as winners.

In this talk, Petko will analyse recent trading dynamics of fixed income Exchange Traded Funds (ETFs) in an environment of increasing US interest rates. Given the current market microstructure of market fragmentation, financial innovations and destructive technologies, the speaker will address how resilient is the fixed income EFT market in such a fast-changing environment. He will show that there is little support to indicate that fixed income ETFs, through their use of bonds, are a source of additional risk in bonds fire sales when interest rates have been going up. In addition, the reason for ETSs emergence as winners in traditional assets management will also be discussed.


  • Petko Kalev, Professor, Finance, La Trobe University

12:15 – Session 5: Factor indexing – A “new” investing framework

A “new” investing framework for advisers and institutions when allocating risk and capital.

Smart beta (or factor investing) is all the buzz these days in financial services. If up to 80% of a manager’s active return can be explained by exposures to systematic factors (source: MSCI), what is the potential impact for investment management and portfolio advice? In this session Tim will look at the evolution of smart beta indexes off the back of decades of academic theory, and why the rapid growth of the ETF industry globally has combined to deliver an expanding and relevant range of investment tools for all investors. Tim will test the rationale of factor indexes and factor investing, and the assess the potential impact of constructing and managing
portfolios for clients using this “new investment framework”.


  • Tim Bradbury, Executive Director, ETF Client Coverage, MSCI


Panel Members:
  1. Astrid Raetze, Partner, Baker and McKenzie
  2. Sam Appleton, Special Counsel, Baker and MacKenzie

12:45 – Lunch break

Lunch and Networking opportunity for participants.

14:30 – Session 7: Perspectives on the growth of ETF investment in the SMSF sector

  • Evolution of ETF
  • Why there has been a flood of money to SMSF
  • Why ETFs are a perfect fit for SMSF Trustee / Member needs
  • SMSF Sector Overview
  • How Merit Planning East Uses ETFs in Client Portfolios
  • Darren Howard, Financial Planner – SMSF Specialist, Merit Planning East

15:15 – Tea break

Refreshments and Networking opportunity for participants.

15:45 – Session 8: What’s behind the rise of passive?

As the long-term benefits of passive investing continue to mount, more and more Australian investors are incorporating index-based strategies into their portfolios. While the Australian ETF Industry has grown at an annual clip of 30% since 2004, there is still room for continued growth. Which strategies are investors implementing and could index innovation be the key to narrowing the active vs. passive gap?

  • What SPIVA® (S&P Indices Vs. Active) data tells us about the persistent effectiveness of indexing
  • Is active management a zero sum game?
  • The importance of dispersion in measuring the potential opportunity set


  • Craig Lazzara, MD and Global Head of Index Investment Strategy, S&P Indices.

16:30 – End of Day 1

Closing remarks from the Chair.

16:50 – Networking and drinks

Drinks and networking reception.

Attendee Information


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Upcoming Events

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    April 16, 2018 - April 18, 2018
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