The 9th Annual Australian Indexing & ETF Masterclass

Tuesday, March 5, 2019 | 8:30 AM - 2:00 PM | Zinc Federation Square | Melbourne
Thursday, March 7, 2019 | 8:30 AM - 2:00 PM | Ivy Ballroom | Sydney


A Complimentary Event for Financial Advisers

The 2019 Indexing & ETF Masterclass will provide Australian financial advisers with new insights into the evolving marketplace. Don’t miss the opportunity to listen and interact with other practitioners who have leveraged ETFs and other index solutions, to support the evolution of their business and improve their service to clients.

The half-day event will discuss:

  • What happens when advisers outsource the CIO function
  • How can advisers use customised index solutions to build investment strategies for their clients
  • How advisers can use index-tracking investment vehicles to expand their capabilities in portfolio construction
  • A direct Q&A with a ETF practitioners to address questions of constructing ETF portfolios

Speakers >

Geoff Eliason  
Geoff Eliason
Principal, Chief Compliance Officer
Peak Capital Management

Andrew Wielandt  
Andrew Wielandt
Managing Partner, Investment Adviser
Dornbusch Partners
Terry O’Sullivan  
Terry O'Sullivan
Financial Planner
Right Fit Financial Adviser

Jon Reilly  
Jon Reilly
Chief Investment Officer
Implemented Portfolios

Register Now


© S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Unsubscribe  |  Privacy Policy  |  Cookie Notice  |  Terms of Use