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| 08:15 | Registration |
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| 08:45 | Welcome and Introduction | Anthony Serhan, CEO Morningstar Australasia Tim Murphy, Co-Head of Fund Research, Morningstar Australasia |
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| 09:00 | Keynote Address – The Future of Superannuation |
Jeremy Cooper, Chairman, Retirement Income, Challenger | |
| 09:45 | International Equities Panel – A World of Opportunities | Jacob Mitchell, Portfolio Manager, Platinum Asset Management Rob Gensler, Portfolio Manager – Global Equities, T. Rowe Price International Moderator: Tom Whitelaw, Senior Research Analyst, Morningstar Australasia |
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| 10:30 | Morning Break in Exhibit Area |
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| 11:00 | Asset Allocation Panel – Cash, Bonds, Equities, What's the Right Mix for 2011 and Beyond? |
Daniel Needham, Managing Director & CIO, Ibbotson Associates Australia Michael Karagianis, Investment Strategist, MLC Investment Management Simon Doyle, Head of Fixed Income & Multi-Asset, Schroder Investment Management Moderator: Anthony Serhan, CEO, Morningstar Australasia |
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| 11:45 | Fixed Interest – Low-Risk Diversifier or the Next Bubble to Burst? | Anne Anderson, Head of Fixed Income, Asia Pacific Managing Director, UBS Global Asset Management Warren Bird, Co-Head of Fixed Interest and Credit, CFS Global Asset Management Moderator: Chris Douglas, Co-Head of Fund Research, Morningstar Australasia |
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| 12:30 | Lunch in Exhibit Area |
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| 13:30 | The ABCs of ETFs | Tom Keenan, Head of Intermediary Sales, iShares Graham Smith, Vice President, State Street Global Advisors Moderator: Tim Murphy, Co-Head of Fund Research, Morningstar Australasia |
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| 14:15 | Australian Equities Panel – The Old and the New | John Sevior, Head of Equities, Perpetual Investments Dion Hershan, Head of Australian Equities, Goldman Sachs Asset Management Moderator: John Valtwies, Senior Research Analyst, Morningstar Australasia |
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| 15:00 | Afternoon Break in Exhibit Area |
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| 15:30 | Direct Equities – Picking Stocks for the Long Haul | Ian Huntley, Editor, Huntleys' Your Money Weekly David Ellis, Head of Australian Banking Research, Morningstar Australasia Mark Taylor, Global Head of Basic Materials, Morningstar Australasia Moderator: Andrew Doherty, Head of Equities, Morningstar Australasia |
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| 16:15 | Portfolio Construction Implications for Client Portfolios | Tim Murphy, Co-Head of Fund Research, Morningstar Australasia Chris Douglas, Co-Head of Fund Research, Morningstar Australasia Moderator: Aman Ramrakha, Executive Manager, Research, CFS Institute of Advice, Colonial First State |
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| 17:00 | Concluding Remarks | Anthony Serhan, CEO, Morningstar Australasia |
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| 17:05 | Drinks Reception in Exhibit Area | |