Income & Defensive Symposium

Back to black:
The return of income

Thursday 31 July
Rydges Melbourne
9am - 4pm

View Summary Report

The Income & Defensive Symposium will explore the evolving landscape of portfolio construction contextualising recent market shifts. As central banks transition away from quantitative easing to control inflation and manage balance sheets, the resulting quantitative tightening is reshaping economic growth potential. Investors are now faced with a new environment of rising interest rates, where traditional income sources, such as cash and sovereign bonds, have re-emerged as viable options after a decade of suppressed yields.

Supported by

Foundation partner

Summary report

Following the event, we have crafted a comprehensive summary report that encapsulates the pivotal insights garnered from our discussions, polling results and actionable strategies to engage with your clients.

View summary report

INBrief videos

Dr Christian Baylis
Fortlake Asset Management

Haran Karunakaran
Capital Group

Joe Unwin
Apostle Funds Management

Phillip Cummins
StepStone Group

Geoff Di Felice
Cooper Investors

Hollie Briggs
Loomis Sayles

Justin Hooley
Barings

Scott Bennett
Invesco

Grace Su
ClearBridge Investments

Hugh Selby-Smith
Talaria Asset Management

Marcus Guzzardi
Cooper Investors

Tim Carleton
Auscap Asset Management

Educational Partners

Supported by

Andrew Lockhart

Group CEO and Managing Partner
Metrics Credit Partners
Andrew McVeigh

Managing Partner
Remara
Andrew Stewart

Principal
Mercer
Craig Brooke

Chief Executive Officer
KeyInvest
Charlie Viola

Executive Director, Adviser and Founding Partner
Viola Private Wealth
Daniel Liptak

Director
Evergreen Ratings
Dr. Christian Baylis

Founder and Chief Investment Officer
Fortlake Asset Management
Ed Goldstein

Partner, CIO of Coller Credit Secondaries
Coller Capital
Michael Schueller

Senior Portfolio Manager
Allspring Global Investments
Mishan Dahia

Investment Analyst
Atchison
Paul Saliba

Sector Head Equities and Fixed Income
SQM Research
Phil Strano

Head of Australian Credit Research
Yarra Capital Management
Raghav Khanna

Managing Director and Co-Portfolio Manager
Oaktree Capital Management
Ryan Synnot

Associate Director
Arrow Private Wealth
Teiki Benveniste

Managing Director and Head of AWMS AU & NZ
Ares Australia Management
Thabojan Rasiah

Rasiah Private