Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers

Primary Audience:
Investment Advisers

The Hunt for Yield

Expert Panel

Running out of ideas on how to generate returns for your client in the current low-yield environment? Look no further, as you learn about various options to capture real returns for your clients.

With investment returns at historical lows, the role of a Financial Adviser in tracking down yield for clients, especially those clients already retired, has never been more difficult, or more important. There is high-yielding prey in the market, the adviser’s role is to find it, hunt it down, and offer it up to their clients.

Be a part of this interactive session that discusses various relevant topics such as asset allocation, life stages, de-accumulation, fund performance and costs with the panel’s perspectives on the strengths of various investment approaches and processes.

Hear from our panel of industry experts – Tim Edwards from S&P Dow Jones Indices, Greg Fleming from AMP Wealth, Ted Alexander from Magellan, Douglas Isles from Platinum – and facilitated by Stuart Magrath from S&P Dow Jones Indices.

About our Facilitator, Stuart Magrath: Stuart Magrath is Senior Director, Channel Management, Australia and New Zealand at S&P Dow Jones Indices. As part of Stuart’s responsibilities, he services the needs of different influencers including financial advisers, accountants, self-managed superannuation fund members, insurance companies, asset owners and investment consultants.

Stuart is a graduate of the University of NSW, Sydney, with bachelor degrees in both Commerce (Accounting) and Law. Stuart is also a graduate of the Australian Institute of Company Directors.

Tim Edwards

Tim Edwards is Senior Director of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on the entire S&P DJI’s product set, including U.S. and global equities, commodities, fixed income, and economic indices.

Prior to joining S&P Dow Jones Indices, Tim worked at Barclays Capital, where he had global responsibility for product development of exchange-traded notes across all asset classes, covering commodities, volatility, foreign exchange, fixed income and emerging markets.

Tim holds a PhD in mathematics from University College London.

Greg Fleming

Greg is Head of Investment Strategy at AMP Capital Investors and has responsibility for asset allocation and diversified portfolio management. He has 20 years’ experience in investment markets and an in-depth knowledge of asset allocation strategies. Greg joined AMP Capital in 2016 from First NZ Capital, where was Research Strategist in the Wealth Management Research team.

Before returning to New Zealand after a long sojourn working in Europe, he spent nine years as a senior analyst for Credit Suisse Private Banking and Wealth Management in Zurich. Prior to joining Credit Suisse, Greg spent four years as a global economist of the International Textile Manufacturers Federation, also based in Zurich.

He gives frequent media briefings on the Investment Markets and economic issues. Greg holds an MA (Distinction) from the University of Canterbury.

Ted Alexander

Ted Alexander joined Magellan in August 2014. Ted is Head of the Healthcare Team and in August 2016 was appointed to the additional role of Portfolio Manager. Prior to Magellan, Ted spent six years as a fund manager at Neptune Investment Management in the UK, where he was the Head of Alternative Investments, and also worked at the Reserve Bank of Australia. Ted holds a Master of Philosophy in Economics from the University of Oxford, where he was a Rhodes Scholar, and a Bachelor of Economics (First Class Honours) from the University of Tasmania. Ted is a member of Magellan’s Investment Committee.

Douglas Isles

Douglas initially joined Platinum in 2003 as an investment analyst, having previously worked as an Investment Manager (Aegon UK) and Actuary (CBA)  Douglas left Platinum in 2008, and worked in Singapore with Standard Chartered Bank, before re-joining Platinum in 2013 as investment specialist and intermediary between Platinum’s investment team and the financial advisory network. Douglas has an MA (Mathematics) from Trinity College, Cambridge and is a Fellow of the Faculty of Actuaries.

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