Lonsec Roadshow 2017—Open for Registrations

Harness our research insights and understand what that means for Portfolio Construction.

At Lonsec's 11th Adviser Roadshow, you will hear from some of the most respected experts in financial research. They'll share their high conviction sector insights to help you understand what you need to consider in your product selection. You will also learn about our latest views on asset allocations and implications on portfolio construction.

At this must-attend event you will have the opportunity to actively participate and ask questions about the insights that matter most to you and your business. The event will be followed by networking drinks.


3pm-3.10pm \ Welcome

Matt Olsen—CEO, Lonsec Research
Welcome and introduction

3.10pm-3.30pm \ Is up the new normal?

Lukasz de Pourbaix—CIO,Lonsec Investment Solutions
Global markets have generated strong returns on the back of improving economic fundamentals and further fuelled by the election of Donald Trump to the US presidency. This presentation will highlight the key things Lonsec is thinking about within our investment committee process and current positioning

3.30pm-4.30pm \ Rapid fire sector insights

Hear from our sector leads as they deliver key insights on their respective sectors that can impact client portfolio strategies.

Australian / Global equities
Peter Green—General Manager, Equities Research

Fixed Income
Libby Newman—General Manager, Fixed Income and Multi-Asset Research

Michael Elsworth—General Manager, Specialised Research

Kevin Prosser—Manager, Direct Assets Research

Steve Sweeney—Senior Analyst

Direct Equities
Bill Keenan—General Manager, Direct Equities Research

4.30pm-4.45pm \ Harnessing the insights in practice

Veronica Klaus—General Manager, Investment Consulting
Learn how Lonsec’s Investment Consulting team utilise the research insights to bring practical, yet rigorous and effective solutions to our consulting clients, through building better investment portfolios and providing sound governance structures to investment teams.

4.45pm-5pm \ Wrap up and networking drinks

Chris Schroder—General Manager, Business Development
New initiatives for 2017

Key takeaways

  • Understand what you need to consider in your product selection with our high conviction sector insights
  • Learn how to position and assess portfolios with your clients
  • Actively engage with the Lonsec Research team and your industry peers.

CPD Points will be made available

Ensure you save the date in your diary once registered.