Welcome

Markets moved to price the Trump presidency policy of pro-US growth and tariffs and it is becoming clearer who the winners and losers are. Some months in, has the initial market reaction reflecting an expectation that the proposed tax cuts and deregulation will be positive for US economic growth and company earnings held steady? What are the implications for Australia and capital markets of this second Trump administration.
Professional standards CPD: 0.50 Technical competence
ASIC RG146 CPD: 0.50 Specialist knowledge - Securities

With the US playing a pivotal role in the global economy, policy changes from the Trump administration in areas like trade, deregulation, migration, and taxes are expected to bring lasting impacts. Geopolitical tensions amplify risks as do challenges to globalisation. This session explores the economic issues playing out globally which will impact markets, businesses and nation economies.
Professional standards CPD: 0.50 General
ASIC RG146 CPD: 0.50 Generic knowledge

Discussion topics include the current landscape of secondary capital raisings, examining recent trends and challenges; IPO activity on the ASX, considering whether there are signs of renewed optimism; and planned technology upgrades and their potential impact on market efficiency and operations.
Professional standards CPD: 0.25 Technical competence; 0.25 Client care and practice
ASIC RG146 CPD: 0.25 Specialist knowledge - Securities; 0.25 Specialist knowledge - Securities

Private equity, venture capital and private credit are gaining traction as investors seek higher returns that are often not achievable in traditional public markets.

There are challenges in building a portfolio of private assets at scale and investor education is required to ensure clients understand the holding period that comes with private investment. Furthermore, concern is being expressed over stability and the heightened risk for investors seeking to generate income. This session looks at the risks, opportunities and misconceptions when it comes to one of the hottest corners of the market.
Professional standards CPD: 0.34 Client care and practice; 0.33 Professionalism and ethics
ASIC RG146 CPD: 0.34 Specialist knowledge - Financial planning; 0.33 Specialist knowledge - Financial planning

The Australian share market makes up less than 2% of the world’s share markets by market capitalisation. Trading international securities opens up the remaining 98%. Each year sees an increase in the number of investors keen to enter the space — 34% now own international shares. More and more participants offer the opportunity. What does this mean for the range of research and tools that should be provided to support investors? Can bells and whistles tools be provided while keeping fees low? What are the implications for Australian equities?
Professional standards CPD: 0.67 Client care and practice
ASIC RG146 CPD: 0.67 Specialist knowledge - securities

Generative AI can offer enhanced trading insights from unstructured data and help wealth managers see thousands of portfolios, revealing both the costs and the risks. It can help deliver better personalised advice and more relevant investment products to more people. AI innovation can also create operational efficiencies, but with the next generation seeking advice through a hyper-personalised, data-driven model, is it also being used to exceed a client's

service expectations? And how can firms ensure the technology being used is enhancing, rather than eroding, client relationships?
Professional standards CPD: 0.67 General
ASIC RG146 CPD: 0.67 Generic knowledge

As an adviser, you are selling your expertise by explaining how you can help clients generate wealth over the long term, the solutions you can provide, how it will work. You are an educator, a coach, a motivator. People are entrusting their money to you and trust is the basis of your relationships with clients. How do you pull all this together and be confident in knowing how to communicate your value, offer and price?
Professional standards CPD: 0.67 Professionalism and ethics
ASIC RG146 CPD: 0.67 Specialist knowledge - Financial planning

Hear from SIAA’s CEO and Policy Manager about the role the Association plays in providing a strong voice for members, CPD and direct relationships with policy makers and regulators; advocacy wins and current issues.
Professional standards CPD: 0.25 Professionalism and ethics
ASIC RG146 CPD: 0.25 Generic knowledge

Full-service advice has in many ways become the preserve of high-net-worth clients, due to a constricting regulatory framework. Regulatory reform has seen super funds and banks investing heavily in digital transformation strategies to boost member and customer engagement and deliver more personalised advice. Will disruptive technology lead to a shift in consumer preferences towards technology-enabled solutions, particularly for the digitally-native generation? Or will it be taken on by wealth managers to improve client profiling, analysis, and insight, allowing advisers to focus on F2F time with clients, thus expanding the client base to the mass affluent? What does the future look like for the Australian wealth management industry, with $1.2 trillion in assets and projected $400 billion growth over the next five years?
Professional standards CPD: 0.33 Professionalism and ethics
ASIC RG146 CPD: 0.33 Specialist knowledge - Financial planning

With Cboe opening up a new listings platform, what opportunities does that offer for expanding the universe for Australian investors?
Professional standards CPD: 0.67 Client care and practice
ASIC RG146 CPD: 0.67 Specialist knowledge - Financial planning

Over the last decade ETFs have boomed globally. Flows into passive strategies have outstripped flows into active strategies by some magnitude. Has this led to price distortions? Are the valuations of companies still taken into account? While active management has faced its challenges in recent times, is it correct to judge it dead? Or over the longer term, do active managers prevail? Come and hear our speakers duel it out on this topic that has gripped

advisers and investors.
Professional standards CPD: 0.25 Client care and practice
ASIC RG146 CPD: 0.25 Specialist knowledge - Financial planning

Day one close