Strategies Conference 2020 - Program & Faculty

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 & Registration  Where; When; Aim; Most suited to; CE/CPD accreditation; Cost; Theme; Registration Options

Program   Program at a glance; Meet the Faculty

Register now  Registration options; Terms and conditions

A quick introduction

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!”.

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 at a glance

Wednesday 30 September 2020

AEST 8.15am - “Arrive” online, get settled

AEST 8.30am - Critical Issues Forum 1
It’s a whole new world! - Graham Rich

AEST 9.00am - Critical Issues Forum 2
In a whole new world, you must think for yourself - Professor Vikram Mansharamani

AEST 9.55am - Critical Issues Forum 3
Use behavioural insights to drive better portfolios (an experiment)- Professor Maroš Servátka

AEST 10.45am - Morning Break

AEST 11.00am - Special Interests Forum 1
Choice of four concurrent sessions featuring one presentation each

AEST 11.40am - On the move to Critical Issues Forum

AEST 11.50am - Critical Issues Forum 4
The US economic recession is over - Jeff Schulze

AEST 12.30pm - Critical Issues Forum 5
We’re at the beginnings of an epic but nominal bull market - Marko Papic

AEST 1.10pm - Lunch Break

AEST 2.00pm - Critical Issues Forum 6
It’s a whole new bi-polar (US v China) world! - Expert Panel
- Chris Joye, Professor James Laurenceson, Professor John Lee, Mary Manning, Professor Rory Medcalf

AEST 2.55pm - On the move

AEST 3.05pm - Special Interests Forum 2
Choice of four concurrent sessions featuring one presentation each

AEST 3.45pm - Afternoon Break

AEST 4.00pm - Critical Issues Forum 7
Covid-19 has changed our world forever - Greg Sheridan

AEST 4.40pm - Critical Issues Forum 8
There is an urgent need for professional advice on old age provision - Ludovic Subran

AEST 5.30pm - Day one ends

Thursday 01 October 2020

AEST 8.30am - Critical Issues Forum 9
Do not underestimate the power of incumbency - Libby Cantrill

AEST 9.35am - Critical Issues Forum 10
Three economic and market scenarios for the new world - Expert Panel
- Dominique Dwor-Frecaut, Andrew Hunt, John McDermott, Jonathan Ramsay

AEST 10.30am - Morning Break

AEST 10.45am - Special Interests Forum 3
Choice of four concurrent sessions featuring one presentation each

AEST 11.25am - OTM

AEST 11.35am - Critical Issues Forum 11
Designing portfolios for scenarios is critical in a whole new world! - Expert Panel
- Vikram Mansharamani, Rob Mead, Jacob Mitchell, Kerr Neilson, Tim Farrelly, Mike LaBella

AEST 1.00pm - Lunch Break

AEST 1.45pm - Critical Issues Forum 12
The network effect will drive wealth creation in the new world - Ramez Naam

AEST 2.35pm - Critical Issues Forum 13
It’s a whole new consumer world! - Hamish Douglass in conversation with Laxman Narasimhan

AEST 3.50pm - On the move

AEST 3.15pm - Special Interests Forum 4
Choice of four concurrent sessions featuring one presentation each

AEST 3.55pm - Afternoon Break

AEST 4.10pm - Critical Issues Forum 14
Use behavioural insights to drive better portfolios (results)- Professor Maroš Servátka

AEST 5.00pm - Critical Issues Forum 15
The crisis has given capitalism the kick it needed - Pippa Malmgrem

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 (in order of appearance):
- Maroš Servátka, PhD, Professor of Economics, Macquarie Graduate School of Management (Sydney)
- Jeff Shulze, CFA, Director & Investment Strategist, ClearBridge Investments (New York)
- Marko Papic, Partner & Chief Strategist, Clocktower Group (Santa Monica)
- Chris Joye, Co-CIO, Coolabah Capital Investments (Sydney)
- James Laurenceson, Phd, Director & Professor, Australia-China Relations Institute, UTS (Sydney)
- John Lee, Phd, Professor & Senior Fellow, United States Studies Centre, Sydney University (Sydney)
- Mary Manning, Portfolio Manager, Ellerston Capital (Sydney)
- Rory Medcalf, Head of the National Security College, Australian National University (Canberra)
- Greg Sheridan, Foreign Editor, The Australian (Melbourne)
- Ludovic Subran, Chief Economist, Allianz (Munich)
- Libby Cantrill, CFA, Head of Public Policy, PIMCO (New York)
- Dominique Dwor-Frecaut, Macro Strategist, Macrohive (Los Angeles)
- Andrew Hunt, Principal, Andrew Hunt Economics (Norwich)
- John McDermott, PhD, Executive Director, Motu Economic & Public Policy (Wellington)
- Jonathan Ramsay, Director, InvestSense (Sydney)
- Rob Mead, Managing Director, PIMCO Australia (Sydney)
- Jacob Mitchell, Founder, CIO and Lead Portfolio Manager, Antipodes Partners (Sydney)
- Kerr Neilson, Founder, Platinum Asset Management (Sydney)
- Tim Farrelly, Principal, farrelly’s Investment Strategy (Sydney)
- Mike LaBella, CFA, Head of Global Equity Strategy, QS Investors (New York)
- Ramez Naam, Co-Chair of Energy, Singularity University (Seattle)
- Hamish Douglass, Chairman, CIO and Lead Portfolio Manager, Magellan Financial Group (Sydney)
- Laxman Narasimhan, CEO, Reckitt Benckiser (Slough)
… and another 15 leading investment thinkers from around the world…