Capstone 2025
National Conference

Home | National Conference 2025

Transformation – navigating your future

11:00 am – 12:00 pm, Arrival and registration

12:00 pm – 12:50 pm, Lunch

1:00 pm – 1:55 pm, Welcome and Licensee Update, Grant O’Riley, Capstone

2:00 pm – 2:55 pm, Guest speaker: Kim Seeling Smith

3:00 pm – 3:05 pm, Close main platform, Grant O’Riley, Capstone

3:05 pm – 3:30 pm, Afternoon tea

3:35 pm – 4:20 pm, Concurrent breakout sessions

Stream A – Two to Tango: Optimising retirement outcomes for couples, Jenneke Mills, MLC

Stream B – Investing when uncertainty feels more … uncertain, Ritesh Prasad, CFS

4:30 pm – 5:15 pm, Concurrent breakout sessions

Stream A – Leadership beyond technical: Soft skills for big impact  Mark Kennedy and Stuart Matheson, BT

Stream B – Retirement advice: 2025 observations and navigating future change Andrew Lowe, Challenger

5:15 pm, Finish

5:15 pm – 6:30 pm, Free time

6:30 pm – 9:30 pm, Dinner and drinks (onsite in the Sorrento Room, Level 3)

9:00 am – 9:10 am, Welcome

9:10 am – 10:00 am, Guest speaker: Ian Stephens

10:05 am – 10:55 am, The role of AI in Financial Services, Dr Evan Morrison, HUB24

10:55 am – 11:20 am, Morning tea

11:25 am – 12:25 pm, Adviser panel, Kym Turner, Capstone

12:25 pm – 1:25 pm, Lunch

1:30 pm – 2:15 pm, Concurrent breakout sessions

Stream A – Investment evolution: How to adapt your portfolio for changing economic landscapes, Nathan Lim, Lonsec

Stream B – What makes a good CEO? James Holt, Perpetual

2:20 pm – 3:05 pm, Concurrent breakout sessions

Stream A – TPD today and tomorrow, David Glen, TAL

Stream B – Activism: A unique approach to generate alpha, James Hawkins, L1 Capital

3:05 pm – 3:30 pm, Afternoon tea

3:35 pm – 4:20 pm, Concurrent breakout sessions

Stream A – Why quality matters in a changing economic landscape, Elisa Di Marco, Magellan

Stream B – Sustainable and ethical investing in super: The rise of ESG (Environmental, Social and Governance) funds, Mans Carlsson, Ausbil

4:25 pm – 5:30 pm, Free time

5:30 pm, Bus departs hotel for dinner

6:00 pm – 10:00 pm, Dinner and drinks (offsite at La Luna Beach Club, 74 Seaworld Drive, Marina Mirage, Pool Pontoon, Main Beach QLD 4217)

9:00 am – 9:10 am, Welcome, Grant O’Riley, Capstone

9:10 am – 10:00 am, Guest speaker: Dina Evans, Filenote AI

10:10 am – 11:05 am, Guest speaker: Dr Chadden Hunter

11:05 am – 11:25 am, Morning tea

11:30 am – 12:15 pm, Licensee Closing, Grant O’Riley, Capstone

12:15 pm, Conference ends

12:15 pm, Lunch – grab and go option

Kim Seeling Smith

Kim Seeling Smith

Kim Seeling Smith is a Business Futurist who helps organisations thrive through the rapidly changing world of AI and the Polycrisis (where multiple crises intersect and affect each other).

Kim has literally held a seat at the table with Sir Richard Branson for her innovative work around the Future of Work. She was named a Top 101 Global Influencer on Employee Engagement, wrote THE how-to guide on 1:1 employee 1:1s: Mind Reading for Managers, and co-wrote a Career Development Guide with mega author Brian Tracy.

You will frequently see Kim on The Today Show, in Forbes, Fast Company, SmartCompany, CEO Magazine, CNBC Online, the Australian Financial Review, the Sydney Morning Herald and many other print and radio media outlets.

Originally trained as a CPA with KPMG, Kim is a rare individual who seamlessly straddles the worlds of commerce and people, blending her commercial acumen with cutting-edge Future of Work practices.

Ian Stephens

Ian Stephens

There's a reason Ian Stephens is invited to speak around the world - 29 countries so far. That's because he has a passion for equipping people with practical tools which they can use immediately to amplify their personal & professional results.

Ian Stephens, CSP (Certified Speaking Professional), is a globally recognized speaker renowned for empowering teams, sales executives, and senior leaders to achieve exceptional results through practical tools and a growth mindset. With a passion for integrating Neuro-Linguistic Programming techniques, Ian specialises in guiding individuals to attain the optimal mental state for peak performance.

Honoured among Australia's top 20 Business Speakers & Trainers, Ian received all three excellence awards from Professional Speakers Australia. In 2025 he was named ‘Keynote Speaker of the Year. His engaging presentations, infused with humour and tailored to organizational needs, serve as masterclasses in focus, discipline, and achievement.

Sometimes Ian uses his jaw-dropping skills on the speedball (speedbag in the USA) on stage as a metaphor for mastery, getting in the zone, and achievement. It creates immediate curiosity and can be linked to any conference or event theme.

A prolific author, Ian has penned six books dedicated to enhancing sales, leadership, and personal and business outcomes. His latest works, "shiFt yourself" and "shiFt MINDSET," delve into the transformative shifts necessary for achieving excellence.

Dr Evan Morrison

Dr Evan Morrison, HUB24

Dr Evan Morrison has significant experience in financial systems creation and management. Evan is Head of the Innovation Lab at HUB24. He is passionate about lifelong learning and designing bold, innovative systems that open new ways to communicate and to work more efficiently. Evan completed his PhD in Computer Science, in 2015 where his research and applied interests are in Artificial Intelligence applied to Financial Process Management. He has given presentations on his research around world and at many events in Australia.

Evan's research is published top academic journals in the areas of Services Science, Service-Oriented Computing, Conceptual and Business Process Modelling with over 200 academic citations.

Dr. Chadden Hunter

Dr Chadden Hunter

Dr Chadden Hunter has spent a lifetime exploring the wildest corners of the world to bring us the most remarkable nature documentaries ever made.

His stories backed up stunning multi-media, reveal the fascinating secrets to wildlife filmmaking, hair-raising encounters and the inspiration to lead teams and follow your dreams.

Born in North Queensland, Chadden grew up surrounded by rainforest and coral reef, an immersion in nature that inspired his life journey. He gained a First Class Honours degree in Zoology from the University of Queensland, then for his PhD embarked on a wild Gorillas in the Mist' adventure to study gelada baboons in the remote war-torn mountains of Ethiopia. While dodging armed bandits and surviving brain parasites he learnt Amharic, the local language, and realised that to protect the natural world he'd need to reach a greater audience.

After presenting a TV series for National Geographic, Chadden became convinced television was the most powerful tool for outreach and positive change. He often compares the viewers of his films to customers in other industries. Describing how the skills of story-telling can move people into action, whether for education, motivation or inspiration.

As a wildlife filmmaker Dr Hunter has worked alongside Sir David Attenborough for over 20 years, documenting everything from snow leopards in Pakistan to tribal ceremonies in Africa. On the BBC series Planet Earth he became known as 'the guy covered in bat poop', and whilst filming arctic wolves for Frozen Planet learnt that minus 40C was cold enough to freeze his eyes shut. As a Divemaster he has worked alongside underwater crews around the world, exploring the issue of plastics in the ocean and how the Blue Planet 2 Effect' encouraged changes in corporate behaviour and global politics.

Chadden has produced and directed some of the world's most seminal nature documentaries. Planet Earth 1 and 2, LIFE, Wild Arabia, Frozen Planet and Seven Worlds One Planet have won over 20 Bafta and Emmy awards.

His anecdotes are as inspirational as they are entertaining. Sometimes heart-breaking, often humorous, always riveting. What does being chased by a grizzly bear teach us about leadership? Can going barefoot in waste-deep crocodile-infested waters demonstrate the importance of team-building?

Using a stunning multi-media presentation, including never-before scene footage from major BBC wildlife series, Chadden shares stories about achieving goals through perseverance, communicating with wider audiences, the importance of team building, and creative leadership.

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