Registration and breakfast
08:00  to  08:45 v Foyer
Welcome from International Adviser editor, Kirsten Hastings
08:45  to  08:50 v Summerhouse
Speaker:
Kirsten Hastings. Editor, International Adviser. Last Word.
The millennials effect: investing in the disruptive impact of a generation
08:55  to  09:20 v Summerhouse

Millennials (people born between 1980 and 2000) are the largest demographic wave in history, and, as the global economy’s main source of wealth and spending, they are creating lasting disruption across industries. With this disruption, a secular growth opportunity is emerging. This presentation will highlight how a high-conviction stockpicking strategy can generate alpha by investing in the corporate beneficiaries of the millennial effect.

Speaker:
Luke Barrs. Executive director. Goldman Sachs Asset Management.
Value investing in Japan​
09:25  to  09:50 v Summerhouse

Gerard will talk you through the unique characteristics for value investors in Japan, and the opportunity set he sees in deeply out of favour companies. He will also explain what he sees as the catalysts for the return of value as Japan moves from QE to QT.

Speaker:
Gerard Cawley. Fund manager – Japan Value Fund. Polar Capital.
Q&A session
09:50  to  10:05 v Summerhouse
Speakers:
Luke Barrs. Executive director. Goldman Sachs Asset Management.
Gerard Cawley. Fund manager – Japan Value Fund. Polar Capital.
Networking break
10:10  to  10:25 v Foyer
How large-cap quality stocks move in uncertain times
10:30  to  10:55 v Summerhouse

There is a reason large-caps are what they are. Our industry has different styles of investing from value through to growth, Paul will explore how these large caps move through these different market cycles.

Speaker:
Paul Clark. Africa equity specialist. Ashburton Investments.
Listed real estate securities: the party continues​​
11:00  to  11:25 v Summerhouse

Why Reits? The public global Reit market started the year off with a bang, and Simon believes investors will continue to appreciate the sector, not only for yield, but also for its potentially durable, predictable, and most importantly, growing income stream. Reits provide stable growth late in the cycle, historically have a long-term total return enhancer relative to stocks and bonds and are liquid, with immediate exposure to real estate and a lower beta than stocks. They also offer capital appreciation tied to real asset ownership and diversification through a low correlations to other asset classes, and within real estate across geographies and property types.

Speaker:
Simon Hedger. Global portfolio manager, real estate securities. Principal Global Investors.
The digital generation of investors is here, are you ready?
11:30  to  11:55 v Summerhouse

Mickey will look at the eight drivers of change within the wealth management industry and how wealth managers can pivot their business to remain relevant and succeed with a more discerning and digitally-driven client base. The client is demanding a more integrated experience, are you ready and able to deliver?

Speaker:
Mickey Gambale. CEO. Inn8.
Q&A session
12:00  to  12:15 v Summerhouse
Speakers:
Paul Clark. Africa equity specialist. Ashburton Investments.
Mickey Gambale. CEO. Inn8.
Simon Hedger. Global portfolio manager, real estate securities. Principal Global Investors.
Networking lunch
12:15  to  14:00 v Foyer
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May
16
Starts: 08:00 AM

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International Adviser

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