Income & Defensive Symposium

Back to black:
The return of income

Thursday 31 July
Rydges Melbourne
9am - 4pm

REGISTER NOW

AGENDA

Why attend?

Deepen your knowledge of defensive allocations and income generation with focused sessions on key strategies like fixed income, defensive equities, private credit, liquid alternatives, and real assets, offering a comprehensive view of how to protect portfolios and generate consistent returns.

Enhance your investment decision-making process by participating in peer-led due diligence on twelve diverse defensive strategies, providing insights to improve portfolio construction and secure client outcomes.
Earn CPD points across essential areas such as client care, regulatory compliance, technical competence, professionalism, and ethics, keeping you up to date with the industry's standards and best practices.
Strengthen your ability to communicate effectively with clients about income generation strategies, utilising insights from adviser-led panel discussions, table conversations, and informal networking sessions.
Enjoy a relaxed and engaging networking atmosphere during the press conference and drinks and canapes activity, offering the chance to connect with fellow advisers and industry professionals while building valuable relationships.

Up to 7+ CPD points available

Supported by

Foundation partner

Rydges, Melbourne

Join us at Rydges Melbourne in the heart of the theatre district for the Income and Defensive Symposium, 2025. Connect with industry leaders, gain insights, and engage in meaningful discussions in a world-class setting.

Educational Partners

Supported by

Andrew Lockhart

Managing Partner
Metrics
Andrew Stewart

Principal
Mercer
Craig Brooke

Chief Executive Officer
KeyInvest
Dr. Christian Baylis

Founder and Chief Investment Officer
Fortlake Asset Management
Ed Goldstein

Partner and Chief Investment Officer of Coller Credit Secondaries
Coller Capital
Michael Schueller

Senior Portfolio Manager
Allspring Global Investments
Paul Saliba

Sector Head Equities & Fixed Income
SQM Research
Phil Strano

Head of Australian Credit Research
Yarra Capital Management
Teiki Benveniste

Managing Director and Head of AWMS Australia and New Zealand
Ares Australia Management
Raghav Khanna

Managing Director and Co-Portfolio Manager
Oaktree Capital Management