Strategies Conference 2020 - It’s a whole new world!

Covid-19 is disrupting societies, economies, and markets around the world like no other crisis since World War II. Policymakers, health workers, business and investors have been caught flat-footed, and without a playbook. Hard choices are having to be made in an environment of deep uncertainty with consequences likely to be felt for decades to come. Life may never return to what we thought of as “normal”. In short - it’s a whole new world!

This crisis challenges the wealth management community’s ability to meet clients’ long-term financial wants and needs like never before.

Strategies Conference 2020 will challenge and refresh your portfolio construction thinking as we debate the contemporary and emerging portfolio construction strategies that will help us build better quality investor portfolios in a whole new world.

We’d welcome you joining us!  Register now

Graham Rich
Dean, Portfolio Construction Forum

Overview  Where; When; Aim; Most suited to; CE/CPD accreditation; Cost

About the program  Introduction; Theme; Program structure; Faculty

Register now  Registration options; Terms and conditions

Overview

Where:  Live online

Strategies Conference 2020 is a live, online program broadcast (Zoom not required), supported by our usual App with some enhanced features to ensure strong interaction. You can choose to attend live online from the comfort of your office, or get together with some colleagues in a small group at a location of your choosing.

Rest assured, this live online Strategies Conference 2020 will retain the “essence” of our live face-to-face Strategies Conference programs, that are key to having made it THE portfolio construction strategies conference of the year.

When:  30 September & 01 October 2020

Wednesday 30 September 2020
- “Arrive” online AEST 8.15am-8.30am
- Starts at AEST 8.30am sharp and ends at AEST 5.30pm (with a 50-minute lunch break)

Thursday 01 October 2020
- “Arrive” online AEST 8.15am-8.30am
- Starts at AEST 8.30am sharp and ends at AEST 5.30pm (with a 45-minute lunch break)

Aim

To challenge and refresh delegates’ portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to consider applying in practice to build better quality investment portfolios.

Most suited to

Strategies Conference is for portfolio construction Practitioners, first and foremost.

By that, we mean those whose primary day-to-day role is focused within the spectrum of issues involved in designing and building investment portfolios using (but not necessarily limited to) managed funds from a range of firms, whether institutional or wholesale (as the program is designed with both in mind). This includes:

  • investment advisers, researchers/analysts and portfolio managers from private wealth management companies;
  • fund analysts and asset consultants from fund research and fund investment consulting firms; and,
  • fund researchers/analysts and portfolio managers from multi-manager funds management, superannuation, and investment platform companies.

We also recognise and respect the invaluable role of Advocates and welcome them attending, too.

Each year, more than 600 delegates attend the live program, 75% or more of whom are portfolio construction practitioners.

CE/CPD Accreditation:  12 to 20 hours

By attending the live program in full, you earn 12 CE hours - and after the program, you can earn a further 8 CE hours by “attending” online on-demand the Special Interests Forum (elective) sessions you didn’t catch at the live program.

CE hours earned can be used to help meet the CE/CPD requirements of 16 governing bodies (regulators, associations and institutes - including ASIC, APRA, FASEA, AFA, SMSFA, FPA and CIMA® CE/CPD requirements, to name a few.

Cost:  A$245+GST for Practitioners

Strategies Conference 2020 is exceptional value for money at just A$245+GST for Practitioners (as defined below). We also welcome Advocates attending and have a range of options available.  Register now

About the program

Now in its 19th year, Portfolio Construction Forum Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. The program is designed and curated by our specialist, experienced and independent team and features a Faculty of 40+ leading investment thinkers - portfolio managers, CIOs, senior investment analysts, investment strategists, economists, independent consultants and practitioners - from around the world. Each offers his/her best, high conviction idea on contemporary and emerging portfolio constructions strategies, in the context of the program theme, “It’s a whole new world!”.

Knowledge Domain:  Strategies

The Forum’s subject matter focus is on five Knowledge Domains – Philosophy, Markets, Strategies, Investing and Finology. As its name implies, Strategies Conference is focused primarily on our “Strategies” knowledge domain:

Strategies - designing robust investment strategies to meet defined objectives
By applying a robust portfolio construction philosophy and in-depth knowledge of investment markets and theory, practitioners can design quality investment portfolios - including setting objectives, asset allocation, currency management, risk management, selecting and blending specific investments, and analysing the resulting portfolios - capable of meeting investors’ long-term objectives, in both accumulation and decumulation.

Theme:  It’s a whole new world!

Covid-19 is disrupting societies, economies, and markets around the world like no other crisis since World War II. Policymakers, health workers, business and investors have been caught flat-footed, and without a playbook. Hard choices are having to be made in an environment of deep uncertainty with consequences likely to be felt for decades to come. Life may never return to what we thought of as “normal”. In short - it’s a whole new world!

The pandemic is turbo-charging pre-existing macroeconomic and geopolitical trends - in particular, the wind-back of globalisation. Arguments over China’s handling of the Covid-19 outbreak derailed US/China trade negotiations, exacerbating and accelerating long-running simmering tensions between the two superpowers, prompting calls of a dangerous and costly new “cold war” that would leave both countries and the world worse off. These frictions and the virus itself are affecting consumer demand and the complex global web of just-in-time supply chains, with negative repercussions for corporate profitability. At the same time, the sharp reduction in international travel has significant implications for many countries – including Australia and New Zealand – which rely heavily on tourism and immigration to fuel economic growth.

In the developed world, governments are shielding workers from the worst financial effects of the pandemic by subsidising wages on a grand scale. Although necessary given the extraordinary nature of the crisis, these policies will weigh heavily on the long-term outlook for the global economy, which was already laden with debt following the Global Financial Crisis.
And across society, Covid-19 is the ultimate leveller, directly threatening every member of society’s physical, mental and financial wellbeing, as well as that of their families and friends. As usual, it is the least privileged members of society who are bearing the brunt of the economic shock, forcing communities to urgently confront inequality.

This crisis challenges the wealth management community’s ability to meet clients’ long-term financial wants and needs like never before.

Back in 2005, Portfolio Construction Forum identified five investing megatrends that would substantially influence portfolio construction for many years ahead – the turbo of technology, the movement of markets, the retirement of retirement, the ETA of ESG, and the reformation of regulation. We argued that incorporating these megatrends into portfolio construction would ultimately improve the financial wellbeing of individuals.
More about the megatrends

Fifteen years on, Strategies Conference 2020 will challenge and refresh your portfolio construction thinking as we again look through the prism of the five investing megatrends to debate the contemporary and emerging portfolio construction strategies that will help us build better quality investor portfolios in a whole new world.

Program structure

Like all our blended live and online continuing education programs, Strategies Conference is an integrated learning program with preparation, participation and review.

Before - Prepare

To maximise learning, you are provided with pre-reading aimed at boosting your knowledge and getting you thinking about the issues to be addressed in the program. The preparation is assumed prior knowledge.

During - Participate

The live online learning program is designed and curated by our specialist, experienced and independent team. It is comprised of the 10-hour Critical Issues Forum (plenary) program and 2.5-hour Special Interests Forum (elective) program. In these, our Faculty of 40+ leading investment thinkers from around the world - portfolio managers, CIOs, senior investment analysts, investment strategists, economists, independent consultants and practitioners - offer their best high conviction ideas on contemporary and emerging portfolio construction strategies, in the context of the program theme, “It’s a whole new world!”

Strategies Conference is not just a talk-fest. You are challenged to decide whether you agree or disagree with each high conviction thesis presented, which ones you’ll investigate further, and which you’ll put into practice when building investor portfolios.

After - Review

After the live program, your learning continues. All the presentations are post-produced and broadcast for on-demand viewing – a page per presentation featuring the sync’d video and slides, podcast, presentation slides and paper(s). You can revisit the sessions you attended, “attend” the 12 SIF sessions you didn’t catch at the live program (and earn further CE hours), and review your key takeouts and the portfolio construction implications to determine actions to take to build better quality investor portfolios.

Meet the Faculty

The program is designed and curated by our specialist, experienced and independent team and features a Faculty of 40+ leading investment thinkers - portfolio managers, CIOs, senior investment analysts, investment strategists, economists, independent consultants and practitioners - from around the world. Each offers his/her best, high conviction idea on contemporary and emerging portfolio constructions strategies, in the context of the program theme, “It’s a whole new world!”.

Vikram Mansharamani

Vikram Mansharamani, PhD, Lecturer, Harvard University (Boston)
Vikram is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of the recently-released Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence, and Boombustology: Spotting Financial Bubbles Before They Burst. Vikram is a frequent commentator on issues driving disruption in the global business environment. His ideas and writings have appeared in Bloomberg, Fortune, Forbes, The New York Times and a long list of other publications. LinkedIn twice listed him as their #1 Top Voice for Money, Finance and Global Economics, and Worth has profiled him as one of the 100 most powerful people in global finance. Vikram is currently a lecturer at Harvard University, where he teaches students to use multiple perspectives in making tough decisions. Previously, he was a Lecturer at Yale University. In addition to teaching, he also advises several Fortune 500 CEOs to help them navigate the radical uncertainty in today’s business and regulatory environment.
Vikram holds a BA in East Asian Studies from Yale, a Masters of Science in Management from MIT, and a PhD in Management from MIT.

Pippa Malmgren

Pippa Malmgren, PhD, Co-Founder, H_Robotics (London)
Pippa is co-founder of H_Robotics, a firm that makes an aerial intelligence system called HiSight and autonomous vehicles for industry. She is also a bestselling author and a popular public speaker on tech and geopolitics. Pippa connects the dots, bringing together insights about markets, politics, policy, tech and geopolitics that signal important and investable trends. She was an economic advisor to President George W Bush in the White House, and served on the National Economic Council. Pippa guest lectures at Sandhurst, Duke University’s Global Executive MBA Program, INSEAD and elsewhere.
Pippa holds a PhD in International Relations & Political Economy from London School of Economics and Political Science.

plus another 40+ leading investment thinkers from around the world.

Register now

By registering for Portfolio Construction Forum Strategies Conference 2020 (the “Program”), you agree you have read, understood and agree to be bound by our Portfolio Construction Forum Program Terms and Conditions including but not limited to the CE and Cancellations terms.

Registration includes one individual attending the Program live online on Wednesday 30 September 2020 and Thursday 01 October 2020, as well as online on-demand access to the Program webcasts published after the program. Any costs related to you attending the Program, including but not limited to an adequate internet connection to watch the live streamed sessions, are not included. All fees are A$ ex-GST per person.

Practitioner Registration:   A$245+GST  Register now
Before registering, please check whether you meet our Practitioner definition below.

Advocate Registration:   Contact Us
We offer a range of registration options for Advocates. Please contact us for more information.

Are you a Practitioner or Advocate?

Practitioners

Practitioners are those whose primary day-to-day role is focused within the spectrum of issues involved in designing and building investment portfolios using (but not necessarily limited to) managed funds from a range of firms, whether institutional or wholesale, including:

  • investment advisers, researchers/analysts and portfolio managers from private wealth management companies;
  • fund analysts and asset consultants from fund research and fund investment consulting firms; and,
  • fund researchers/analysts and portfolio managers from multi-manager funds management, superannuation, and investment platform companies.

Advocates

If our Practitioner definition (above) doesn’t describe your primary day-to-day role, then you’re an Advocate. Advocates include business and non-investment professionals from any firm. We recognise and respect the invaluable role of Advocates and welcome them attending, too. However to retain a primary focus on Practitioners, we tightly manage to a 4:1 ratio of Practitioners to Advocates attending the live online program.