ASX Financial Adviser Day

ASX Financial Adviser Day in partnership with Kaplan Professional

As a leading provider of professional education, ASX is delighted to partner with Kaplan Professional again to bring you the latest market information and considerations for your clients’ portfolio. Join us for this free, completely online event where you will be eligible for an indicative 5 FAAA CPD hours.

To start the day, our economist will reflect on the recent turmoil in the global equities space surrounding the US tariffs as well as Australia’s acclimation to higher interest rates. Also hear from some of Australia’s top investment experts on topics ranging from how to move on in a world without hybrids, the history of indices here in Australia, a panel on the rise of alternative investing and the innovations driving it plus much more.

You’ll also gain insights into top stocks to invest in along with sessions covering options strategies, factor-based investing and exchange traded green treasury bonds. With an opportunity to ask questions throughout each presentation, don’t miss your opportunity to engage with some of the sharpest financial minds Australia has to offer.

Continue your Financial Adviser Day education with Ontrack.

Kaplan Professional's market-leading continuing education platform, Ontrack, leverages over 25 years of expertise in Australia's financial services education market to provide tailored learning experiences. With a comprehensive suite of state-of-the-art digital modules created by a dedicated team of specialists, Ontrack delivers timely, practical and in-depth content to meet evolving industry demands.

Join the vibrant Ontrack community of over 40,000 annual subscribers who stay updated on the latest knowledge and regulatory requirements in the ever-evolving financial services landscape. Subscribe now

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Time	Session
8:45am	Economic update - A return to sound money It's been a harrowing start of the year for investors worldwide! To set the scene for the day, Senior Economist for Asia Pacific at Vanguard Australia Grant Feng will provide a sharp ten minute presentation which will underscore the major economic trends heading into the new financial year. With interest rates also likely to settle in the 3-4% range, hear how Australia will look to adapt to a world where higher interest rates are the norm. Vanguard
8:55am	How will the Great Realignment impact stocks? The world seems to have been turned upside down by the election of Donald Trump. The Trump administration is seeking to make sweeping cuts to tax and spending as well as reduce regulation and boost energy production. At the same time tariffs are being used as a bargaining chip to alter the “global economic order”. What are the impacts on markets of these policies and what are the implications for investors? James Holt, Head Investment Specialist with Perpetual will provide insights. Perpetual
9:25am	Looking to boost income in your portfolio? Are you looking for ways to enhance the income potential of your investment portfolio? In the current financial landscape, including the recent decision by APRA to phase out hybrid securities, finding reliable income-generating assets is becoming harder. Join Blair Hannon, Head of ETFs, Macquarie Asset Management, for an insightful session where he will explore how fixed income active ETFs could help you achieve your income objective. Macquarie Asset Management
9:55am	Morning Tea
10:05am	25 years of the S&P/ASX Indices Earlier this year, S&P DJI and ASX celebrated the 25th anniversary of the launch of the first S&P/ASX Index series here in Australia. Since then, the indices have proven to be more than just a barometer to the health of the Australian equity market. Our speaker from S&P DJI will talk on how these indices have helped investors and advisers construct and maintain portfolios, track market trends and how the indices continue to evolve to keep up with the changing financial landscape. S&P Dow Jones Indices
10:35am	Getting started with derivatives For the more sophisticated investor, derivative-based ETFs that include covered call and buffered strategies can help augment a client's portfolio. By utilizing these unique products, investors have a way to hedge against portfolio risk, potentially enhance risk-adjusted returns whilst also providing access to income. However, they are not without their risks. Join our speaker from J.P. Morgan Asset Management who will walk through everything you need to know to get started with derivative-based ETFs. J.P. Morgan Asset Management
11:05am	Fixed income and how ETFs work for the asset class We are all familiar with the workings of standard equity tracking ETFs - but what about fixed income? Join our speaker from iShares by BlackRock who will take you under the hood of a fixed income ETF, covering how it comes together and how and also provide insight into portfolio construction, managed accounts and capital markets. iShares by BlackRock
11:25am	Lunch Break
11:55am	The rise of alternatives via ASX With exposure to a broad range of investments including private equity and debt, hedge funds, commodities and more, alternatives have exploded in popularity with advisers and investors in the past decade. The constant innovation of products listed on ASX has now made what were once elusive and illiquid asset classes available to more investors in Australia. In this session, our panel will discuss the future trends with alternative investments, the evolution of listed products coming to market with exposure to alternatives, and the opportunities, risks and challenges to consider when advising clients on this key asset class. ASX, Wilson Asset Management, MA Financial, AIMA
12:35pm	Go beyond indexing 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. Dimensional
1:05pm	Afternoon Tea
1:15pm	High-conviction stock ideas and options strategies Join John Lockton of MST Financial as he shares with you some specific stock stories and emerging opportunities, along with Lewis Taie from AUSIEX overlaying options strategies to further capitalise on these ideas. AusieX, MST Financial
1:45pm	Top investment ideas Our panel of experts will give you a quick-fire pitch of their top investment ideas for 2025 before taking questions from the audience. Schroders, Antipodes, Plato
2:45pm	Event Close

Past presentations

EVENT	DATE	DESCRIPTION
Adviser Day	June 2024	Full playlist	Watch now on YouTube ▶
Adviser Day	June 2022	Full playlist	Watch now on YouTube ▶
Adviser Day	June 2023	Full playlist	Watch now on YouTube ▶

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Notification of collection and consent

ASX Limited and its related bodies corporate (“ASX”) will use the information (including personal information) that you provide on the registration form for the ASX Online Adviser Day 2022 (“Adviser Day”) to process and manage your registration for the Adviser Day. ASX will also disclose your information (including personal information) to Kaplan Education Pty Limited and its related bodies corporate (“Kaplan”) for the purpose of Kaplan providing you with access to the Ontrack modules and CPD accreditation in connection with the Adviser Day. If you do not provide this information, ASX will be prevented from registering you for the Adviser Day and Kaplan will be prevented from providing you with the Adviser Day Ontrack modules and CPD accreditation. ASX will maintain your information until you request us to delete it from our systems or until it is no longer needed by us for a purpose permitted under applicable data protection laws. ASX may also use your personal information for the purposes set out in the ASX Privacy Statement. ASX will not disclose your information to any other third party unless required to do so by law or you consent to the disclosure. Please see ASX’s Privacy Statement or email us at privacy@asx.com.au for details on how ASX processes personal information, your rights in relation to your personal information held by ASX and how to contact us or make a complaint.