ASX Financial Adviser Day

Economic update

Grant Feng, Senior Economist, Asia Pacific, Vanguard

Beyond market cap: factor investing for the future

To achieve performance above and beyond the benchmark, many investors have looked to rules-based, smart beta approaches as a cost effective and straightforward way to generate returns. State Street Investment Management will speak on the different styles of factor based investing, including quality, value and momentum and how you can combine the strategies to create an effective portfolio for your clients.

Yvette Murphy, Client Portfolio Manager, Systematic Equity, State Street Investment Management

Solving for income in a changing market

As traditional income sources evolve, advisers are rethinking how they build resilient, income generating portfolios for clients. Bank hybrids are being phased out, cash rates remain uncertain, and investors are demanding income solutions that balance yield, liquidity, and risk management. This session explores how active fixed income ETFs can help advisers meet these challenges by combining the transparency and flexibility of ETFs with the potential benefits of active management. 

Katherine Palmer, Head of Fixed Income and Credit Product Strategy, iShares by BlackRock

Going beyond indexing with ETFs

Factor-based investing has gained significant traction among institutional and financial advisors as a systematic approach to portfolio construction. This presentation explores how active ETFs provide a dynamic and efficient vehicle for implementing factor strategies, offering a balance between passive indexing and active management.

Slava Platkov,  Senior Investment Director and Vice President, Dimensional
Jonathon Johnston, Regional Director and Vice President, Dimensional

A golden opportunity for Australian small caps

Amidst the high volatility within the domestic and global equity space over the past months, Australian small caps have remained resilient. The resource sector has begun to shine through, correlating with the standout performance that gold has experienced over the short term. Hear from Matthew Brooker, Spheria who will make the case for Australian small caps and talk on how they are positioned for the future.

Matthew Booker, Portfolio Manager, Spheria

The role of derivatives in your clients' portfolio

Used correctly, derivatives are an effective way to not only manage a client's portfolio risks but also to enhance returns. In this session, Elizabeth Tian from Citi has a practical one-on-one discussion with Jason Peterson from 5 Financial who will discuss how he utilises derivatives for managing cash flow, tactical asset allocation and how to work around the leverage and counterparty risks involved.

Elizabeth Tian, Director, Equity Derivatives Solutions, Citi
Jason Petersen, Managing Partner and Head of Advice, 5 Financial

Timing matters: liquidity windows and the risk of pre-market trading

Timing your trades for ETFs is of utmost importance to ensure you secure the best price for your clients. Hear from Citi and Nine Mile on the considerations you need to make before placing your trades and hear on some of the exciting developments in the future that will make your trades more effective.

Elizabeth Tian, Director, Equity Derivatives Solutions, Citi

New retail debt notes for a changing environment

In late 2025, we saw the issuance of new ASX-quoted debt securities. These innovative products, backed by both public and private credit, aim to offer a regular monthly income whilst also providing a buffer to preserve capital and to protect income. Our panel will discuss how these instruments have been utilised both in the retail and adviser space and how they will fit in the future of financial advice.

Stephen Martin, Head of ABS, Challenger
Cameron Duncan, Partner - Income Solutions, MST Financial

Combating the erosive force of inflation during retirement

Often described as the biggest risk in retirement, inflation - when left unchecked - can transform comfortable income for your clients into a constrained standard of living for the future. Enter private credit, which can provide predictable income, resilience and diversification away from the traditional asset classes of equity and fixed income. Join La Trobe Financial as they unpack the pros and cons of the private market space and speak on how you can invest on your client's behalf with ease via the ASX in what was once an elusive asset class.

Chris Paton, Chief Investment Officer, La Trobe

Investing for income beyond bank hybrids

With the phase out of tier 1 bank hybrids in 2027 fast approaching, investors will be looking to other alternatives for a stable source of income within their portfolios. As of March this year, more than an estimated $40 billion are currently invested in hybrids. This panel will discuss how their respective companies are addressing the demand for new products to fill the void plus trends, key considerations to make and the opportunites available as we move into a world without hybrids.

Blair Hannon, Head of ETFs, Australia, Macquarie Asset Management
Kanish Chugh, Head of ETF Sales, PIMCO
Steven Wright, Executive Director, Morgans

The case for global listed infrastructure: why now?

Discover why global listed infrastructure is emerging as a powerful source of resilient income, diversification, and inflation protection. In this insight driven session, Tim Humphreys from Ausbil explains the structural trends and how 'essential assets' are driving opportunities for investors today. A must attend session for advisers seeking long term growth for their clients.

Tim Humphries, Head of Global Listed Infrastructure, Ausbil