The Future of Investing
The global investment landscape is undergoing a profound transformation.
Structural shifts in capital markets, the accelerating impact of technology, and the evolving expectations of investors are redefining the principles of value creation and wealth preservation. The Future of Investing brings together leading experts in finance, governance, and corporate leadership to dissect the forces shaping tomorrow’s investment ecosystem.
From AI-driven capital allocation to the rising importance of sustainability and evolving regulations, this event delivers unparalleled insights into the trends shaping the future of market dynamics. With exclusive access to thought leadership from industry pioneers and distinguished company Chairs, attendees will engage in forward-thinking discussions that transcend traditional investment paradigms.
Join us as we chart the future of investing—where innovation and strategic foresight converge to unlock new frontiers of opportunity.
“The Sunday Session” – Sunday, 4 May
1.00 PM – 3:30 PM
📅 Date: Sunday, 4 May
🕐 Time: 1:00 PM – 3:30 PM, followed by networking drinks.
The Sunday Session brings together top investment experts, market strategists, and industry innovators for an engaging afternoon of learning and discussion. From portfolio construction and estate planning to AI-driven innovation and market outlooks, this event provides investors with the insights and strategies needed to navigate today’s financial landscape confidently.
What You’ll Gain:
- A deeper understanding of investment portfolio resilience and how to navigate market cycles.
- Actionable estate planning strategies to protect and transfer wealth effectively.
- Insights into AI’s growing role in investing and the challenges of fintech entrepreneurship.
- Expert analysis of current market conditions and sector trends to watch.
- The opportunity to network with industry leaders, finance professionals, and fellow investors.
Finish the day with a relaxing drinks and canapés, connecting with key figures from the investment world and the ASA community.
Investment Workshop, with Mark LaMonica, CFA (Director of Personal Finance, Morningstar)
Learn how to construct a resilient investment portfolio, interpret market trends with confidence, and uncover investment opportunities that align with your financial goals.
Essential Estate Planning Strategies For Success, with Peter Bobbin (Senior Legal Expert in Estate Planning & Taxation)
Protect and transfer your wealth with key estate planning principles, tax considerations, and strategies for securing your legacy.
AI innovation and the Founder’s Journey, with Tui Eruera (Founder & CEO, Jaaims) and Prashant Mohan (CMO, Sharesight)
Explore the intersection of AI and investing as industry leaders discuss innovation, disruption, and the challenges of building a fintech company.
Buy, Hold, or Sell? Market Experts Weigh In, with Jessica Amir (Market Strategist, Moomoo AU), Henry Jennings (MarcusToday), and Nadine Blayney (Head of Growth & Content, Anchor, Ausbiz)
Get real-time market insights as top analysts break down current stock trends, sectors to watch, and opportunities to capitalise on in today’s volatile market.
3:30 PM – 4:30 PM
Networking Drinks and canapés, presented by Jaaims.
Connect with fellow investors, industry leaders, and guest speakers – alongside the ASA board and team – for an afternoon of valuable conversations and market discussions in a relaxed setting.
Conference Day 1 – Monday, 5 May
9:00 AM – 5:00PM
Location: Level 5, Great Room
Master the Markets – Elevate Your Investment Strategy
Welcome to day one.
Gain exclusive insights from top economists, ASX leaders and a futurist, on the forces reshaping investing. Discover how AI is transforming portfolio management, where to find the best capital growth opportunities, and how emerging technologies are driving new market trends.
Learn from industry pioneers about navigating economic shifts, unlocking value in small to mid-cap stocks, and leveraging alternative investments. With unfiltered discussions from ASX chairs and CEOs on leadership, governance, and shareholder engagement, this conference gives you the strategies and connections to stay ahead in a rapidly evolving financial world.
Morning Sessions
Global Economic Outlook: What Lies Ahead, with Paul Bloxham (Chief Economist, Australia and New Zealand, AFR’s most accurate forecaster for 2024)
Explore key economic trends, interest rates, and inflation shaping markets. Understand how workforce productivity impacts business and economic growth. Learn how skills shortages, automation, and policy shifts affect industries. Gain insights to navigate risks and identify opportunities.
Futurist Insights: Embracing Change and Innovation for Smarter Investments, with Anders Sörman-Nilsson (Global Futurist, Keynote Speaker of the Year)
Explore the intersection of artificial intelligence, digital transformation, and investment strategies, as Anders shares actionable insights to help you future-proof your portfolio and stay ahead of emerging market trends.
Small to Mid-Cap Companies: Unlocking Growth Opportunities, hosted by Andrew Page (Founder & Managing Director, Strawman), with Oleg Vornik (Droneshield), and other industry leaders
Join CEOs from leading small to mid-cap companies as they reveal the investment potential of this dynamic sector. Gain insight into their growth strategies, market positioning, and the opportunities that set them apart.
Alternative Investments: Expanding Your Portfolio, with Nicole Kidd, Schroders RF (Schroders RF), Jordan Eliseo (ABC Bullion), Nick Kelly (Wilson Asset Management), and Nehemiah Richardson (Pengana Credit)
Explore the potential of alternative assets, including private real estate credit, gold, and LICs, to diversify and strengthen your investment portfolio.
Chair Panel: Beyond the Boardroom – ASX Chairs on Leadership & Strategy, with Dr Richard Dammery (Past Chairman, WiseTech Global & Chairman, The Australian Ballet), Susan Forrester AM (Chair & Non-Executive Director, Jumbo), David Thodey (Xero), and Stephen Johns (Chairman, Goodman Group)
Hear from ASX-listed company chairs on governance, leadership, and strategic decisions shaping shareholder value. They will discuss contemporary business challenges, including Australia’s productivity problem, and how businesses drive efficiency, innovation, and competitiveness—while sharing perspectives on leadership and the future of corporate Australia.
Lunch | 12.30 PM – 1.30 PM
Head down one floor to the BTWN Restaurant. Enjoy a Modern Australian Buffet and in our private area, overlooking the dynamic urban vista. Head back to up to Exhibitor Floor to enjoy the engaging offerings from our sponsors.
Afternoon Sessions
Where to Find Capital Growth in the Global Economy, with Sam Kazacos (Investment Specialist, Antipodes), Dr. David Allen (Head of Long/Short Strategies, Plato), and Mark Jones (Portfolio Manager, Resolution Capital)
Identify global market trends, sector growth opportunities, and investment strategies designed to maximise capital appreciation.
Spotting the Signs: Avoiding Corporate Controversies & Protecting Shareholder Value, hosted by Lel Smits (Director, ASA), with Joe Aston (Journalist, Founder, Author & Speaker), Steven Mabb (Chair, ASA and ASA monitor), and Mike Robey (ASA Company Monitoring Committee Co-Chair)
Learn how to identify corporate governance red flags early and safeguard your portfolio from scandals and mismanagement. This panel will provide practical tools and strategies to navigate potential risks, assess controversies, and understand their impact on shareholder value in today’s dynamic market.
Stock Picks & Thematic Investing: Identifying Trends for Growth, with Hugh Lam (Investment Strategist, Betashares), Tim Carleton (Chief Investment Officer, Auscap Asset Management), Andrew Coleman (Co-Founder, Teaminvest Private), and Maroun Younes (Investment Analyst, Fidelity)
Explore top stock recommendations and key investment themes shaping markets in 2025 and beyond.
CEO Panel: The CEO-Shareholder Connection: Balancing Strategy, Transparency & Performance, with Elaine Jobson (CEO & Managing Director, Jetts Fitness), and Geoff Wilson AO (Founder, Chairman and Chief Investment Officer, Wilson Asset Management)
Join ASX-listed CEOs from high-performing companies as they discuss the challenges of aligning business strategy with shareholder expectations in today’s dynamic market.
ASA Awards 2025 | 4.50 PM – 5.00 PM
Join us as we recognise the hard work of our company monitors and local meeting convenors and reward monitored companies for enforcing high standards of corporate governance. All 5 categories will be presented at this time.
5.00 PM – 7.00 PM
Exclusive Delegate Drinks & Canapés
Head up to Bar 29/30 on Level 29 of the W Hotel, where you’ll find the full-height windows, offering a dazzling cityscape view of glittering Darling Harbour below. Enjoy some celebratory drinks and delicious canapés, to close off the day.
Conference Day 2 – Tuesday, 6 May
8:00 AM – 5:00PM
Location: Level 5, Great Room
Navigating Markets with Confidence – Insights for Smarter Investing
Day 2 of the Sydney Investor Conference delivers expert analysis on the global economy, financial planning, and investment strategies to help you stay ahead. Gain first-hand insights from Bloomberg’s Chief US Economist on market risks and opportunities, hear directly from regulators on maintaining market integrity, and learn to spot corporate governance red flags before they impact your portfolio. Explore innovative approaches to income generation, wealth preservation, and long-term investing—plus, uncover strategies from top investors on avoiding costly mistakes and building financial resilience.
Morning Sessions
Economist Session: A Macro Overview of the Global Economy, with Anna Wong (Chief US Economist, Bloomberg Economics)
Join us for a live cross to New York City as Anna Wong provides a global economic outlook, examining key trends, risks, and opportunities shaping markets in 2025 and beyond.
Financial Planning in Action, with Drew Meredith (Founder, Wattle Partners) and Jamie Nemtsas (Founder, Wattle Partners)
Learn to develop your own financial plan in this interactive workshop. Key strategies and actionable insights will be shared to help you take control of your financial future.
Meet the Regulators: Maintaining the Integrity of the Markets, with Therese McCarthy Hockey (Executive Board Member, APRA), Liza Carver (Commissioner, ACCC), Sarah Court (Deputy Chair, ASIC), Daniel Moran (Chief Compliance Officer, ASX Limited), and Jeremy Hirschhorn (Second Commissioner, Australian Taxation Office)
How do regulators keep markets competitive during periods of inflation and international uncertainty? Hear from some of the key figures in financial regulation about the risks, challenges, and opportunities in our evolving investment landscape.
AI and Investing: The Future of Smart Portfolios with Dawid Naude (CEO & Co-Founder, Pathfindr), Elisa Di Marco (Investment Director, Magellan), and other industry leaders Artificial intelligence is rapidly reshaping the investment landscape — from enhancing trading automation and predictive analytics to transforming portfolio construction and optimisation. This session will explore both strategic and practical applications of AI in investing. It will cover how AI is being integrated into portfolio management, offer a macro perspective on AI-driven investment trends and their implications for long-term asset allocation, and provide practical insights into how AI can enhance decision-making and generate predictive insights. Join us to gain a multidimensional view of how AI is redefining modern investing — and what that means for the future of portfolio strategy and performance.
Inside LICs: Performance, Risks & Opportunities, with Ian Irvine (LICAT), Will Seddon (Whitefield), Emma Davidson (Staude Capital Limited), and Andrew Lockhart (Metrics Credit Partners)
Discover how Listed Investment Companies (LICs) can provide diversification, income, and long-term growth in your portfolio. Learn how they perform across market cycles and their role in building a resilient investment strategy.
How to Think Like a Great Investor with Michael Kemp, Author of “The Ulysses Contract” & ASA Education Partner
The most powerful tool that great investors possess is the way that they process information; in other words, how they form their investing beliefs. This presentation explores our innate tendency to form perverse beliefs and how to work against developing them in the first place.
Lunch | 12.10 PM – 1.10 PM
Head down one floor to the BTWN Restaurant. Enjoy a Modern Australian Buffet and in our private area, overlooking the dynamic urban vista. Head back to up to Exhibitor Floor to enjoy the engaging offerings from our sponsors.
Afternoon Sessions
Maximising Returns in a Changing Market, with Andrew Lockhart (Metrics Credit Partners) and Don Hamson (Plato)
Explore innovative strategies to generate sustainable investment income while effectively managing risk.
Intergenerational Wealth Transfer and Investment Trends, with Craig Keary (CEO, Selfwealth), Doug Morris (CEO, Sharesight) and Nick Raphaely (Co-Founder and Co-CEO, AltX Financial Group)
Explore how Australia’s largest intergenerational wealth transfer is shaping investment strategies and personal finance trends.
How to Avoid Costly Investment Mistakes with John Addis, Author of “How To Not Lose $1 Million”.
Gain practical insights from one of the industry’s leading minds on avoiding costly mistakes, protecting your portfolio, and making smarter, more strategic investment decisions.
