10:00am | Arrival and morning tea

Join us for morning tea and a welcome from our MC, Marsha Beck, with some housekeeping and instructions on what to expect over the next two days.

10:30am | Zenith Business Update
_Presentation

Business update across all areas of the Zenith Group, including group strategy. This will include an overview of how we're working to manage increased governance and regulatory requirements for the managed account sector.

Matt Warren
General Manager, Head of Product & Data
Zenith Investment Partners

Manuela Sikos
Deputy General Manager, Head of Legal & Compliance
Zenith Investment Partners

11:00am | Clarity amidst the chaos: Making sense of markets and what it means for portfolios
_Presentation

Hear from Damien Hennessy, Zenith's Investment Director and Head of Asset Allocation, on the current state of the economy and markets, our views on asset allocation and the impact on portfolios.

Damien Hennessy
Investment Director & Head of Asset Allocation
Zenith Investment Partners 

11:30am | Private versus public markets: How do they work together in modern portfolio construction?
_{Panel session}

Our panellists will discuss the current landscape and interest in both private and public markets, and how this is influencing the role the segments play in modern portfolio construction.

TBA

Laura Stolfi
Managing Director for Private Credit
Churchill (Nuveen)

Amy Xie Patrick
Head of Income Strategies
Pendal Group

12:20pm | Lunch

1:20pm | Working with super funds, not around them
_{Panel session}

Hear from Chant West General Manager, Ian Fryer, on the industry super fund sector and how advisers and super funds are working together more closely to deliver better outcomes for clients and fund members. One of Zenith's clients shares how they're working with industry super funds for the benefit of their clients.

Ian Fryer
General Manager
Chant West

Kristine Goodwin
Director for Growth and Wealth Distribution
AMP

TBA

2:30pm | Translating global investment perspectives for the local market: Why the funds management model is changing
_{Panel session}

There's a growing trend toward large global mangers instead of boutique managers from an institutional perspective, but is this a path also likely to be trodden by retail investors? And if so, why? We'll discuss the evolving trends and challenges in supporting local product and bringing new capabilities to the Australian market.

Rob Gleeson
CIO
FE fundinfo 

Felicity Walsh
Managing Director and Head of Australia/NZ
Franklin Templeton

Danny King
Head of Institutional Distribution for Australia/NZ
Natixis

3:20pm | End of conference Day 1

Wrap up for the day with instructions for our afternoon activity, dinner and what's on for tomorrow.

3:40pm | Afternoon activity

After the day 1 sessions wrap up, freshen up and join us at the reception of the Lancemore Mansion Hotel. From there, we'll either take a15-minute stroll across the precinct or a quick 2-minute shuttle ride to Werribee Zoo for our afternoon activity, 'Race around the Zoo.' 

Please wear comfortable clothing with sneakers or closed-toe shoes, as there may be extensive movement involved. The venue also asks that visitors refrain from smoking or vaping while at the zoo.

6:00pm | Networking

Join us for pre-dinner drinks, canapes and networking with other attendees.

7:00pm | Dinner - brought to you by AMP North 

Join us for dinner at the beautiful Pavilion by the polo field, with a fireside chat with AMP's CEO Blair Vernon. Hear about his views on the changing industry, the role of platforms in the modern investment eco-system, and his vision for AMP as their newly appointed CEO.

As dinner is outside of the main estate, please ensure you bring along a light jacket or coat. If you require an umbrella at any time, reception will be able to provide you with one.

8:00am | Breakfast

Start your day with breakfast downstairs at Joseph's Restaurant.

9:00am | New clients, new rules: Managing the next generation of wealth accumulators
_{Panel session}

This panel session will delve into the ways in which advisers are successfully engaging the next generation of clients. Through digital-first strategies to purpose-driven advice, this peer-led discussion will explore what it really takes to build trust and deliver value beyond the numbers to a younger generation of clients.

Steve Sloane
Managing Director and Senior Financial Adviser
Link Wealth

9:45am | The risk/reward re-think: Managing risk in today's evolving investment landscape
_{Panel session}

Hear two different perspectives on how managers are spending active risk within an evolving market landscape, and whether there are market segments that reward for active risk.

Richard Rauch
Investment Director
Brandywine Global Investment Management
(Franklin Templeton) 

Jim Eisenman
Lead Portfolio Manager
Vaughan Nelson (Natixis)

10:30am | Morning tea

11:00am | How has technology changed and re-shaped advice businesses?
_{Panel session}

We explore the changing fintech landscape and how advisers are adapting to and integrating new technologies into their business, including AI. We'll also explore the many risks of cyber crime, including stories from advisers who've experienced cyber crime and their strategies to manage future threats.

Simon Hobman
Head of Digital
Zenith Investment Partners

Steve Landers
Managing Director
Salt Financial Group

Cameron Forbes
Director of Financial Planning
Forbes Fava Saville

11:45am | Building a high performance business
_{Panel session}

Hear from subject matter experts that are getting the most out of their 'engine room'. Adviser panellists help us unmask profit-killing behaviours and share practical strategies they've implemented to overcome common challenges

A2W

FinSec

EJM

12:15pm | The secret to building high performing teams
_{Guest speaker}

Guest speaker, Harry Moffitt, SAS veteran, registered psychologist and human performance consultant, joins us for a special session about how to build high performing teams and the importance of culture and collaboration in team success.

1:00pm | Lunch / End of Conference Day 2

Wrap up of day 2 with a closing note from the Zenith Investment Partners team, followed by lunch.