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.

26th October 2017 - Day 2

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: PANEL DISCUSSION: Use of ETFs in portfolios

What does my investor want, who are they, choice of ETFs, impact of regulations, technology etc.?


  • Rita Da Silva, Financial Services Partner, Ernst & Young


  • Peter Estcourt, CEO, Accounting and Adviser Services, AAS
  • Gemma Dale, Director, SMSF and Investor Behaviour, NAB
  • Kris Walesby, Head of ETF Securities Australia

09:55 – Session 2: Active ETF modeling strategies for optimal portfolio construction and implementation

  • ETF model portfolios and the different roles ETFs can play in portfolios
  • What makes a good ETF?
  • What to look for in smart beta ETFs?
  • Michael Elsworth, GM Specialised Research, Lonsec Research

10:30 – Tea break

Refreshments and Networking opportunity for participants.

10:50 – Session 3: ETFs and institutional investors - A global and local perspective

The session focusing on the US, European and Australia markets will demonstrate how institutions both large and small use ETFs to achieve their investment outcomes with specific examples of how they utilise different trading strategies depending on their specific needs and the characteristics of the product they are dealing with.

Panel Member:
  • Damien Sherman, Head of ETFs, Australia, Vanguard Investments Australia

11:30 – Session 4: Operating within the constraints of regulatory controls

ASX and ASIC regulations to be aware of any new regulatory developments that affect ETFs in Australia or overseas.


  • Astrid Raetze, Partner, KPMG Law, Financial Services, Deals Tax Legal
  • Samantha Shields, Director, Deals Tax Legal, KPMG Law Australia

12:45 – Lunch break

Lunch and Networking opportunity for participants.

13:45 – Session 6: PANEL DISCUSSION - Robo advice in ETFs. A help or hindrance for advisors?

  • Robo-advise and how it is impacting the industry
  • Is it B2C or B2B?
  • Will robo-advice be disruptive or evolutionary?
  • What are the risks of robo-advise?


  • Astrid Raetze, Partner, KPMG Law, Financial Services, Deals Tax Legal


  • Chris Brycki, CEO, Stockspot
  • Pat Garrett, CEO, Six Park Asset Management

14:30 – Session 7: Responsible Investment/ESG investing through ETFS

This session will look at RI/ESG in general, issues around getting consensus on RI/ESG policies (practicalities), Russell’s experience in this process (i.e. ETF product development), and how they developed an ETF that broadly covers widely recognised RI/ESG principles.


  • Nicki Ashton, Head of Strategic Partnerships, Russell Investments

15:15 – Tea break

Refreshments and Networking opportunity for participants.

15:45 – Session 8: ETF trading best practice

Basic mechanics of trading ETF’s

  • What is the true liquidity of an ETF ?
  • Best times to trade
  • How to minimize impact and cost whilst trading
  • Rise of the machines and impact of automated market making


  • David Foodey, Co–Head of Program Trading Asia Pacific & Co–Head of Cash Execution, Australia Deutsche Bank

16:30 – End of Conference

Vote of thanks by the Chairman.

Attendee Information


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