Lonsec Melbourne Forum
NAVIGATE WITH CONFIDENCE.
Join Lonsec at the Melbourne Forum on October 20th.
Registrations are now open for the Lonsec Melbourne Forum, a half-day event on Tuesday 20 October for financial advisers who want to cut through the noise and turn their attention to what matters most to their clients and portfolios.
The Melbourne Forum is an exclusive event open to financial advice professionals only and there is no cost to attend. Places are strictly limited, so we encourage you to secure your seat as early as possible to avoid missing out.
CPD Points will be issued for attending this event.
The Lonsec Melbourne Forum is a practicial, discussion-led event, built around the opportunities and challenges you're navigating right now.
Registrations are now open for the Lonsec Melbourne Forum, a half-day event on Tuesday 20 October for financial advisers who want to cut through the noise and turn their attention to what matters most to their clients and portfolios.
The Melbourne Forum is an exclusive event open to financial advice professionals only and there is no cost to attend. Places are strictly limited, so we encourage you to secure your seat as early as possible to avoid missing out.
CPD Points will be issued for attending this event.
The Lonsec Melbourne Forum is a practicial, discussion-led event, built around the opportunities and challenges you're navigating right now.
LOCATION
Le Meridien
20 Bourke Street, Melbourne
Le Meridien
20 Bourke Street, Melbourne
DATE & TIME
Tuesday 20 October
8:00AM - 1:30PM
Tuesday 20 October
8:00AM - 1:30PM
COST TO ATTEND
No cost to attend.
[Only open to Financial Advice professionals]
No cost to attend.
[Only open to Financial Advice professionals]
Agenda
8:00 AM
Arrival & Networking
8:30 AM
Markets session - Is the Investment Regime Changing?
Markets are adjusting to a more complex backdrop shaped by shifting interest rates, geopolitical risks and structural forces such as AI and changing supply chains. Rising concentration in major equity indices is also increasing benchmark risk and challenging traditional diversification assumptions. This session will explore how these forces are shaping opportunities across equities and fixed income, and what investors should be watching as the cycle evolves.
9:00 AM
Discussion Panel 1: Beyond the Index: Where Are Tomorrow's Returns Coming From?
Market leadership has become increasingly concentrated, while structural themes such as AI are creating new winners and losers across sectors and regions. This session will explore where active managers are finding opportunities beyond the dominant index exposures, including smaller companies, less crowded parts of the market and emerging beneficiaries of long-term change. Panellists will consider where dispersion is greatest and where active management may be best placed to add value.
9:40 AM
Discussion Panel 2: Rethinking Diversification
Traditional diversification assumptions are being tested by changing correlations, higher macro volatility and the growing role of private markets and real assets. This session will examine whether portfolios are genuinely diversified across different return drivers or simply spread across assets that may behave similarly under stress. Panellists will explore whether genuine diversification requires looking beyond asset allocation to investment style and differentiated sources of return, alongside the role of bonds, alternatives, real assets and private markets in building more resilient portfolios.
10:30 AM
MORNING TEA
11:00 AM
Discussion Panel 3: Income, risk and resilience
Higher yields have restored the role of fixed income as a meaningful source of return and portfolio ballast, but the opportunity set is increasingly varied. This session will explore where investors are being compensated for taking duration, credit and liquidity risk, and how different income strategies may behave through a changing economic cycle. Panellists will consider how advisers can balance income generation, capital preservation and resilience within client portfolios.
11:40 AM
Discussion Panel 4: Australian Private Credit: Lending through a tougher cycle
Australian private credit has grown rapidly, with commercial real estate and property development representing a significant share of market activity. Against a backdrop of softer valuations, higher financing costs and increasing pressure on developers, underwriting discipline and loan structuring are being put to the test. This session will explore how lenders are assessing property risk, the importance of leverage, covenants and borrower support, and where vulnerabilities may emerge as the cycle evolves.
12:20 PM
Discussion Panel 5: Systematic equities: finding alpha through the data
Quantitative equity strategies use data, signals and systematic portfolio construction to identify opportunities across broad investment universes. This session will explore how quant managers seek to generate alpha, where their approach differs from traditional fundamental investing, and how systematic strategies can navigate increasingly concentrated and fast-moving equity markets. Panellists will also consider the role quant equities can play alongside other active and passive exposures.
12:50 PM
Speakers
Lorraine Robinson
CEO
Lonsec
Jonathan Armitage
CIO
Colonial First State
Joshua Cummings
Portfolio ManageR
Janus Henderson Investors
Ben Fisher
Executive director
J.P. Morgan Asset Management
Sachin Gupta
Lead Portfolio Manager
PIMCO
Dawn Kanelleas
Head of Australian Small and Mid Cap Companies
First Sentier
Sophia Rahmani
CEO, Investment Management
Magellan Financial Group
Sarah Shaw
Global Portfolio Manager & CEO/CIO
4D Infrastructure
Chris Sinikov
Managing Director, Australian Fixed Income
Franklin Templeton
Andrew Torrington
Managing Director and CIO
Woodbridge Capital
Darrell Clark
DIRECTOR OF RESEARCH
Lonsec
Aziz Hamzaogullari
Founder, CIO & Portfolio Manager – Growth Equity Strategies
Loomis Sayles
Michael Watson
Director - Wealth Solutions
La Trobe Financial
Phil Strano
Head of Australian Credit Research
Yarra Capital Management
Vivek Prabhu
Head of Credit and Fixed Income
Perpetual
Bill Williams
CIO
MaxCap
Chad Padowitz
Co-Chief Investment Officer
Talaria Capital
Sponsors
