The Great 2027 Portfolio Reset
The Great 2027 Portfolio Reset

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21
DAYS
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02
HOURS
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44
MINS
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29
SEC

About

The Great 2027 Portfolio Reset

The investment landscape is changing and 2027 could be a year where simply staying with yesterday’s portfolio strategy isn’t enough.


As we head into a new year, investors face a very different set of questions. Where are the opportunities? Which risks are being underestimated? Are portfolios still appropriately diversified? And what should investors be doing now to prepare for what comes next?


The Great 2027 Portfolio Reset brings together leading investment experts to explore the decisions investors should be considering before the new year begins.

Agenda

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5:00AM

Opening Remarks - Where does investor interest stand going into 2027?

InvestmentMarketsDarren Connolly

5:15AM

The Next Leg of the AI Trade - Where Investors Should Look in 2027

Global X Marc Jocum

5:30AM

Finding an edge when the market keeps changing

VinvaMorry Waked

5:45AM

The 2027 Income Reset: Is Your Portfolio Built for Sustainable Income?

ThinktankDavid Dix

6:00AM

Quality small caps, on sale. Finding growth in quality small caps in 2027.

FiverockDaniel Seeney

6:15AM

ASA Equal Living Social Infrastructure Fund

ASA Real EstateTim Slattery

Speakers

Speakers

Fund managers, strategists and founders across ETFs, real estate, litigation funding and equities.

Darren Connolly

Darren Connolly

CEO

InvestmentMarkets

Marc Jocum

Marc Jocum

Senior ETF Strategist

Global X

Morry Waked

Morry Waked

Managing Director and Head of Investments

Vinva

David Dix

David Dix

Head of Asset Management

Thinktank

Daniel Seeney

Daniel Seeney

Founder & Portfolio Manager

FiveRock Asset Management

Tim Slattery

Tim Slattery

Managing Partner

ASA Real Estate

Elio D'Amato

Elio D'Amato

Enviroinvest

Vaughan Hayne

Vaughan Hayne

Managing Director & Co-Founder

Exceed Capital Pty Ltd

Jordan Baker

Jordan Baker

Head of Capital

Knightsbridge Litigation Funding

Mark Mazzarella 

Mark Mazzarella 

Head of Real Estate Securities at Dexus

Dexus

Rudi Filapek Vandyck

Rudi Filapek Vandyck

Editor & Founder

FNArena

Organisations

Presenting Organisations

Global X
FiveRock
ASA Real Estate
EnviroInvest
Arculus Funds Management
Vinva
Knightsbridge
Dexus
Exceed Capital
FNArena
Thinktank