10th Annual Australian Indexing & ETF Masterclass: Carving a Path to Success for the New Decade

Tuesday, March 3, 2020 | 9:00 AM - 1:00 PM | Melbourne
Thursday, March 5, 2020 | 9:00 AM - 1:00 PM | Sydney
Accredited to FPA and SMSF CPD Points

A complimentary event for financial advisers

The last decade has brought about great change to Australia's indexing and ETF market. Financial advisers have more of a broad spectrum of products at their fingertips than ever before, while simultaneously dealing with developments in regulatory compliance, economic policies, and digital disruptors on a daily basis. Given all these changes, how can advisers continue to stay ahead of the curve entering the new decade?

As we celebrate the 20th anniversary of the S&P/ASX 200, the leading gauge of the Australian market with over AUD 5.5 billion in ETF assets, S&P DJI and the ASX are bringing together industry professionals and market practitioners to discuss the unique responses they are crafting to address unprecedented challenges that face investors amid this ever-evolving investment landscape.

Topics will include:

  • ETF market developments here and abroad
  • Using index-based approaches to help plan for retirement
  • Understanding ESG data for integration to your practice
  • A deep dive into indices, ETFs, and practice management



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Michael Jones

Caravel Concepts

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Stuart Magrath

S&P Dow Jones Indices

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Nathan Ide

Private Capital Management

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Gary Stone

Share Wealth Systems

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Felicity Thompson

Ord Minnett

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David Haintz

Global Adviser Alpha

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John Davies

S&P Dow Jones Indices

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Andrew Weaver


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