Strategies Conference 2022 - The future ain’t what it used to be!

Strategies Conference 2022 will challenge and refresh your portfolio construction thinking, as we debate investment strategies to help you build better quality investor portfolios given the future ain’t what it used to be!

Rarely, a crisis – or combination of crises – heralds a sea-change in global affairs. Such regime shifts reverberate through societies and economies. Back in 2020, Strategies Conference explored the idea that we were entering “a whole new world” due to Covid-19, and debated what that meant for building quality investor portfolios. At the time, not everyone agreed that it was a whole new world. Two years on, more major crises have unfolded, and the new global regime is coming into sharper focus. Times have changed!

The deflationary benefits of globalisation have run their course and deglobalisation is on the rise. Simultaneously, the decades-long disinflationary regime has turned to inflation, and interest rates are on the rise again in many countries for the first time in years. Constructing quality multi-asset, multi-manager portfolios capable of meeting client goals in the years ahead is going to be more challenging than over the past 30 years. Understanding the profound societal and economic changes that are underway and their investment implications is vital.

We’d welcome you joining us - at our live studio in Sydney, as part of a group at an off-site live site, or via live stream.   Register now!

Graham Rich
Dean, Portfolio Construction Forum

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

About the program  Introduction;  Theme;  Meet the Faculty

Register now  Registration options; Terms and conditions

Overview

Where:   Join us in our live studio, at a live site, or via live stream

Strategies Conference 2022 is a full live “hybrid” program. Essentially, “hybrid” means flexible i.e. you choose how and where it best suits you to participate:

1. at our live studio in Sydney with 300 peers
Attend the full program in person - mix and network face-to-face with Faculty and fellow delegates at our Live Studio at the University of New South Wales campus (Sydney).

2. as part of a group at an off-site live site with a group
Organise a group of your colleagues, or accept an invitation to join a group organised by one of our Faculty Partners, and attend the live broadcast together at an offsite location (e.g. boardroom or hotel meeting room). We have many groups do this around Australia and NZ and it works really well - you can enjoy the continuing education, camaraderie and networking without having to travel.

  • If you’d like to get together with others near you at a live site and enjoy the continuing education along with camaraderie and networking, please contact us and we’ll put you in contact with a group near you.

3. at your desk via live stream, wherever you wish - this is a very popular option with many of our members regardless of Covid restrictions (and the backup for any live studio or live site delegate who at the last minute has to isolate or deal with a personal emergency and can no longer attend in person).

When:   AEST Wednesday 17 August & Thursday 18 August 2022

Joining us in the live studio?

  • Come to:  Roundhouse, University of New South Wales, Anzac Parade, Kensington, Sydney. Comprehensive instructions are available at https://www.arc.unsw.edu.au/roundhouse/about/getting-here
  • Arrive Wednesday:  AEST 7.15am-8.00am to check-in (come early to avoid the queue)
  • Take your seat (both days):  AEST 8.10am and enjoy the pre-opening from 8.15am
  • Starts (both days):  AEST 8.30am sharp
  • Ends (both days):  AEST 5.30pm sharp
  • Followed by (both days):  An informal Networking Reception to AEST 7.00pm

Attending at a live site or via live stream?

  • Come to:  Right here on portfolioconstructionforum.edu.au - whether you’re attending at a live site with a group or via live stream at your desk, we’ll send you a link that’s unique to you. (If you’re attending at a live site, you’ll still need this link to join the elective sessions, and also to use the App.)
  • Arrive online (both days):  AEST 8.00am-8.10am and enjoy the pre-opening from 8:15am
  • Starts (both days):  AEST 8.30am sharp
  • Ends (both days):  AEST 5.30m sharp

Aim:   Debate portfolio construction strategies

Strategies Conference will challenge and refresh your portfolio construction thinking, as we debate investment strategies to help you build better quality investor portfolios given the future ain’t what it used to be!

Most suited to:   Institutional and wholesale portfolio construction practitioners

Strategies Conference is relevant to anyone involved in designing and implementing portfolios for investors.

It is essential for portfolio construction Practitioners, by whom we mean those whose PRIMARY day-to-day role is focused within the spectrum of issues involved in designing and building multi-asset, multi-manager investment portfolios (i.e. using but not necessarily limited to managed funds from a range of firms) within a financial advisory, fund research, investment consulting, family office, funds management, superannuation, private fund, endowment fund or investment platform business including:

  • investment advisers giving investment advice on multi-manager, multi-asset funds to individual investors;
  • fund researchers;
  • investment consultants consulting on multi-asset, multi-manager portfolios;
  • portfolio managers designing, building and managing multi-manager investment portfolios; and/or,
  • members of investment committees that oversee multi-asset, multi-manager portfolios and/or funds.

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

CE/CPD Accreditation:   14+ hours

By attending the program in full (at our live studio, a live site or via live stream), you will earn 14.00 CE hours that can be used to help meet the CE/CPD requirements of 20 governing bodies (regulators, associations and institutes) - including ASIC, APRA, FASEA, FMA, AFA, FPA and CIMA® CE/CPD requirements, to name just a few.

After the live program, you can earn further CE hours by “attending” (online on-demand) the Special Interests Forum (elective) sessions you didn’t get to attend at the live program.

Cost (Practitioners):   Live studio A$895+GST / Live stream A$395+GST

Strategies Conference is exceptional value for money for Practitioners, as defined below. Of course, the registration fee differs depending on whether you join us in the live studio or via live stream.

  • Live studio:  A$895+GST  Register below
    Attend the full program in person - mix and network face-to-face with Faculty and fellow delegates at our live studio at the University of New South Wales campus (Sydney).
  • Live stream:  A$395+GST  Register below
    Attend the program via live stream at your desk from wherever you wish.

We also welcome Advocates attending and have a range of registration options available. For more information, please contact us.

About the program

Established in 2002, Strategies Conference has earned 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 an exceptional 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 their best, high conviction ideas around contemporary and emerging portfolio constructions issues and strategies, in the context of the program theme.

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 focussed primarily on our “Strategies” knowledge domain.

Strategies - designing robust portfolio strategies to meet defined investment objectives
By applying a robust portfolio construction philosophy and in-depth knowledge of the drivers of and outlook for investment markets, practitioners can design quality multi-asset, multi-manager 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:   The future ain’t what it used to be!

Strategies Conference 2022 will challenge and refresh your portfolio construction thinking, as we debate investment strategies to help you build better quality investor portfolios when the future ain’t what it used to be!

Rarely, a crisis – or combination of crises – heralds a sea-change in global affairs. Such regime shifts reverberate through societies and economies. Back in 2020, Strategies Conference explored the idea that we were entering “a whole new world” due to Covid-19, and debated what that meant for building quality investor portfolios. At the time, not everyone agreed it was a whole new world. Two years on, more major crises have unfolded, and the new global regime that is coming into sharper focus is one that will make constructing quality portfolios to meet client goals much more challenging than in the past 30 years.

Following the end of the Cold War in 1991, investors benefitted from low interest rates, benign inflation and globalisation – all within a US-led, “rules-based” international order. In this environment, the traditional 60/40 or 70/30 portfolio served investors well, providing attractive returns, income and diversification.

But times have changed.

The deflationary benefits of globalisation have run their course and deglobalisation is on the rise, as Covid-19 and geopolitical tensions impact global supply chains and prompt firms to prioritise supply chain resilience over efficiency, while encouraging Western governments to refocus on national, energy and food security. The weaponisation of the financial system to impose financial sanctions to penalise Russian aggression, and to discourage similar actions by China, is hastening the exit of autocracies from the US dollar system and creating a “balkanised” global financial system split along democratic/authoritarian lines.

Simultaneously, the decades-long disinflationary regime has turned to inflation as rising supply costs and very tight labour market conditions put the squeeze on business profit margins and cause consumer prices to soar around the world. Interest rates are on the rise again in many countries for the first time in years, as Reserve Banks around the world step in to rein in inflation. Fiscal activism further complicates the outlook for inflation, as policymakers – desensitised to high debt loads during the pandemic – seek to address social inequalities and ensure their own re-election.

These regime shifts – which are interacting with powerful secular forces, including the rise of digital technologies, a shift in the balance of economic power from West to East, climate change and the transition to renewables, and global ageing – all point to the emergence of a multi-polar, more regionalised world, in which higher inflation and higher interest rates become the new normal. As a result, the long-run return expectations for traditional asset classes are lower.

Constructing quality multi-asset, multi-manager portfolios capable of meeting client goals in the years ahead is going to be more challenging than over the past 30 years. Understanding the profound societal and economic changes that are underway and their investment implications is vital.

Program structure

Like all our 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 two-day program is designed and curated by our specialist, experienced and independent team. It is comprised of the 12-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 issues and strategies, in the context of the program theme.

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 available 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 Special Interests Forum (elective) 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 their best, high conviction idea on contemporary and emerging portfolio constructions issues and strategies, in the context of the program theme, “The future ain’t what it used to be!”

Rana Foroohar

Rana Foroohar, Financial Times global business columnist and CNN global economic analyst (New York)
Rana is Global Business Columnist and an Associate Editor at the Financial Times, based in New York. She is also CNN’s global economic analyst. Her book, “Makers and Takers: The Rise of Finance and the Fall of American Business” (Crown), about why the capital markets no longer support business, was shortlisted for the Financial Times McKinsey Book of the Year award in 2016. Rana is the author, along with colleague Edward Luce, of the Swamp Notes newsletter, which covers the intersection of money, power, and politics in America. Prior to joining the FT and CNN, she spent six years at TIME, as an assistant managing editor and economic columnist. She previously spent 13 years at Newsweek, as an economic and foreign affairs editor and a foreign correspondent covering Europe and the Middle East. During that time, Rana was awarded the German Marshall Fund’s Peter Weitz Prize for transatlantic reporting. She has also received awards and fellowships from institutions such as the Johns Hopkins School of International Affairs and the East West Center. Rana is a life member of the Council on Foreign Relations. Rana holds a BA in English Literature from Barnard College, Columbia University.


Tony Davidow

Tony Davidow, CIMA®, President & Founder, T. Davidow Consulting (New York)
Tony leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. Prior to founding T. Davidow Consulting, he was Alternative Beta & Asset Allocation Strategist at the Schwab Center for Financial Research, where he served as subject matter expert on asset allocation and portfolio construction, smart beta strategies and alternative investments. Previously, he was MD, Portfolio Strategist, and Head of the Guggenheim Knowledge Center, and Head of Distribution at IndexIQ, a provider of hedge fund replication strategies. Tony holds a BBA degree in Finance and Investments from Bernard M. Baruch College, and has earned the Certified Investment Management Analyst (CIMA®) designation.

Plus another 40+ leading investment thinkers from around the world - portfolio managers, CIOs, senior investment analysts, investment strategists, economists, independent consultants and practitioners…

The full program will be available in mid July. Meanwhile, check out Strategies Conference 2021 on demand.

Register now

By registering for Portfolio Construction Forum Strategies Conference 2022 (the “Program”), you agree you have read, understood and agree to be bound by our Portfolio Construction Forum Program Terms and Conditions and the following registration inclusions:

  • Live studio registration includes:  one individual attending the Program on Wednesday 17 August and Thursday 18 August 2022 as part of the main studio audience at UNSW, including morning tea, lunch, afternoon tea and networking drinks in the Cafe with all delegates, as well as online on-demand access to the Program webcasts published after the program. Any costs related to attending the program including but not limited to travel, accommodation, and parking are not included. The registration fee is A$ ex-GST per person.

  • Live stream registration includes:  one individual attending the Program live online on Wednesday 17 August and Thursday 18 August 2022 via the live stream broadcast, as well as online on-demand access to the Program webcasts published after the program. Any costs related to attending the Program, including but not limited to an adequate internet connection to watch the live stream are not included. The registration fee is A$ ex-GST per person.

Practitioner registration

Before registering using these links, please check whether you meet our Practitioner definition below.

  • Live studio:   A$895+GST   Register now
    Mix and network face-to-face with Faculty and fellow delegates by joining us at our studio at the University of New South Wales campus.
  • Live stream:   A$395+GST   Register now
    Attend at your desk via live stream, from wherever you wish.

Advocate registration options

We also welcome Advocates attending and have a range of registration options available. For more information, please contact us.

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 multi-asset, multi-manager investment portfolios (i.e. using but not necessarily limited to managed funds from a range of firms), and who work a financial advisory, fund research, investment consulting, family office, funds management, superannuation, private fund, endowment fund or investment platform business including:

  • investment advisers giving investment advice on multi-manager, multi-asset funds to individual investors;
  • fund researchers;
  • investment consultants consulting on multi-asset, multi-manager portfolios;
  • portfolio managers designing, building and managing multi-manager investment portfolios; and/or,
  • members of investment committees that oversee multi-asset, multi-manager portfolios and/or funds.

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 5:1 ratio of Practitioners to Advocates attending the program.