La Trobe Finance and Corporate Governance Conference – Superannuation Panel

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Date/Time

Date(s) - 08/04/10
4:00pm - 5:30pm

Location

RACV Club
Level 2, 501 Bourke Street


Session 2 – Boutique Funds Management

The Global Financial Crisis and potential changes in tax and superannuation in the wake of the Henry and Cooper inquiries make these challenging times for boutique managers although ongoing growth in the superannuation pool present opportunities. To remain competitive and to prosper, many boutique funds are faced with a trade-off between independence and growth.

  • «What has happened to boutiques during the GFC?
  • «What are the major opportunities and challenges?
  • «How can the boutiques achieve economies of operations?
  • «What do the major wealth managers want and look for in a boutique?
  • «What strategies have proven successful for boutiques seeking to build the brand?

In this session, participants will hear the views of, and have opportunity to question, leading figures in the boutique funds sector regarding current initiatives and likely future developments. Five panellists will each speak for 10 minutes leaving 30-35 minutes for debate and discussion.

Speakers:

  • Graham Reeve, Managing Director, The Myer Family Office Ltd
  • Bruce Bell, Group Executive Chairman & Chief Investment Officer, Bellwether Partners Ltd
  • Adrian DiMattina, Founding Principal, S.G. Hiscock & Co.
  • Arthur Apted, Executive Chairman, Sustainable Agriculture Fund
  • John Donovan, Managing Director, AFM Investment Partners Ltd

Chair: Syd Bone, Chairman, Melbourne Centre for Financial Studies


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