| Start time | Session |
|---|
| Morning sessions | Plenary room |
| 9:30am | Event introduction
|
| 9:40am | Economic Update
Geopolitical tensions remain and the Trump administration’s trade tariffs continue to create a sense of uncertainty in markets. Join David Bassanese, Chief Economist at Betashares who will discuss how these factors and more may continue to play out in markets, how to make sense of it all, and what they mean for investors going forward.
Betashares
|
| 10:15am | Retirement planning starts now
Did you know that nearly 50% of Australians do not have a clear retirement plan? Retirees who are financially well-prepared are more likely to feel confident about their future over the long-term. If you think that retirement planning is something to consider at the end of working life, this session will challenge that thought. Retirement planning from the start of your career helps guide your investment decisions positively over the long-term. Hear from our expert panellists as they share ways to think about retirement and how a diversified portfolio remains a top priority.
ASX, Resolution Capital, nabtrade, Vanguard
|
| 11:00am | Morning tea |
| Breakout sessions | Green room | Gold room |
| 11:30am | The basics of portfolio construction
Are you looking to start your investing journey or refine your approach? It may seem like a daunting task, with an overwhelming number of options now available to investors. However, a solid foundation of knowledge behind portfolio construction can be key to forming good habits and progressing with confidence. Our speakers from Global X and Stockspot will share everything you need to know to hit the ground running.
Global X & Stockspot
| Investing with an income focus
Have you ever considered adding an income strategy to your portfolio? Join our speaker from J.P. Morgan Asset Management who will cover everything you need to know to get started. Hear how an income approach can help provide a consistent monthly income stream from dividends and option premiums, how it can help mitigate credit, duration and interest rate risk, the opportunities that the strategy presents in different market scenarios plus more.
J.P. Morgan Asset Management
|
| 12:05pm | Getting the Most out of Your Broker Platform
In this session, the CommSec team will teach you how to maximise your broker platform experience by familiarising yourself with its key features, such as real-time market updates, customisable watchlist, and easy to use charting. Learn how to take advantage of new features like research and AI summaries of company announcements to better direct you investment decisions.
CommSec
| Banking on Australian property
It's no secret that Australians love to invest in property. However, investors have been deterred by the rising property prices over the past decade which has made direct ownership to investment properties unobtainable to many. Join VanEck who will cover how you can get exposure to the property market via ETFs that provide access to residential mortgage-backed securities and Australian real estate investment trusts.
VanEck
|
| 12:35pm | Lunch |
| 1:25pm | Shifting tides - the rise of global small and mid caps
One of the main narratives brought to the forefront this year are the limits of U.S. exceptionalism. With the U.S. pivoting towards tax cuts and their lackadaisical approach for their imposed tariffs, global equities closed this financial year at record highs. In comparison, the U.S. market closed flat as the Magnficent 7 continue to struggle. Antipodes will dive deeper into the allure of the global small and mid cap market, discuss how they have risen to their current state and talk on the opportunities of the future.
Antipodes
| Unlocking the value of Fixed Income Opportunities
Fixed income investors are navigating a dynamic landscape shaped by shifting rate expectations, persistent inflation, and evolving credit conditions. In an ever-changing world, how should ETF investors approach portfolio construction? This session explores key investment trends relevant to fixed income ETFs and highlights strategies designed to target outcomes such as income generation, total return, and portfolio diversification. We’ll demonstrate why fixed income remains a foundational tool for building resilient, outcome-oriented portfolios.
State Street Investment Management
|
| 2:00pm | Investing in a time of hyper-disruption
Although it has been a tumuluous ride in the equities market globally over the past year, opportunities are abound in the field of disruption. By identifying companies that are driving (or will be the beneficiaries of) change across all industries globally, investors can be well positioned for growth over the long term. Hear from Loftus Peak who will uncover where opportunities these openings are and how you can benefit from them.
Loftus Peak
| Metrics that matter: Navigating private credit and equity with confidence
Private credit and private equity has certainly taken the spotlight recently as they continue to be a popular asset class for investors looking for stability of capital as well as an attractive source of income. What was once an elusive asset class is now readily available to all investors through listed investment vehicles on ASX. Join Metrics Credit Partners as they discuss the key features of both private credit and equity and how they can impact your portfolio.
Metrics
|
| 2:30pm | Afternoon tea |
| Plenary sessions | Plenary room |
| 3:00pm | Inside the Australian sharemarket: Insights from leading fund managers
Join two of Australia’s leading investment managers as they unpack the current state of the Australian equity market. This dynamic panel will explore the performance of key sectors driving market returns, highlight standout companies within their portfolios, and share perspectives on where opportunities and risks lie ahead. Whether you’re a seasoned investor or just starting out, this session will give you direct insights into how professional fund managers are navigating today’s market environment and positioning their portfolios for the future.
Airlie, AFIC
|
| 3:45pm | Top investment ideas and stock picks
In this session we will hear how these Australian equities experts analyse and build an investment thesis when selecting stocks. They will first share a top stock for 2026 and then sit down with ASX for a rapid fire Buy/Hold/Sell session answering stock picks from the audience.
Intelligent Investor, Ausbil
|
| 4:30pm | Event close
|
