Markets Summit 2023 - Every VUCA cloud has a silver lining!

Markets Summit 2023 will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios.

For the first time in decades, an inflationary gale is rattling financial markets. Many post-GFC tailwinds have gone into reverse, as we experience a regime shift from an era of globalisation, “rules-based” geopolitics, fiscal discipline, benign inflation, steady economic growth and ultra-loose monetary policy to one of localism, nationalism and war, fiscal largesse, soaring inflation, elevated recession risk and higher interest rates.

This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. The high VUCA (volatility, uncertainty, complexity, ambiguity) market environment continues! Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets, and to reorientate their portfolios accordingly. Every VUCA cloud has a silver lining!

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;  Program Structure

Register now  Registration options; Terms and conditions

Overview

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

Markets Summit 2023 is a full live “hybrid” program. i.e. you choose how and where it best suits you to participate:

1. at our live studio in Sydney with 250+ 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. via live stream at your desk - this is a very popular option with many of our members (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:   AEDT 8.30am-5.45pm Wednesday 22 February 2023

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:  AEDT 7.15am-8.00am to check-in (come early to avoid the queue)
  • Take your seat:  AEDT 8.10am and enjoy the pre-opening from 8.15am
  • Starts:  AEDT 8.30am sharp
  • Ends:  AEDT 5.45pm sharp
  • Followed by:  An informal Networking Reception to AEDT 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:  AEDT 8.00am-8.10am and enjoy the pre-opening from 8:15am
  • Starts:  AEDT 8.30am sharp
  • Ends:  AEDT 5.45pm sharp

Aim:   Debate the drivers of and outlook for investment markets

Markets Summit will help you better understand the key drivers of and outlook for the markets (geopolitical, economic and asset class), and the opportunities and risks ahead, on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios.

Most suited to:   Institutional and wholesale portfolio construction practitioners

Markets Summit is relevant to all investment and wealth management professionals who have a responsibility to understand the drivers of and outlook for investment markets.

It is essential for portfolio construction Practitioners, by whom we mean those involved in designing and building multi-asset, multi-manager portfolios 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.

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

CE/CPD Accreditation:   7 to 11 hours

By attending the live program (at our live studio, a live site or via live stream) in full, you earn 7.0 CE hours - and after the program, you can earn a further 4.0 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 20 governing bodies (regulators, associations and institutes - including ASIC, APRA, FASEA, FMA, AFA, FPA and CIMA® CE/CPD requirements, to name just a few.

Cost (Practitioners):   Live studio A$595+GST / Live stream A$245+GST

Markets Summit 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$595+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$245+GST  Register below
    Attend the program via live stream at your desk.

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

About the program

Established in 2009, Markets Summit is THE investment markets scene setter of the year. The program is designed and curated by our specialist, experienced and independent team and features a Faculty of 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists - from around the world. Each offers their best high conviction ideas on the drivers of and outlook for the markets (on a three- to five-year view) in the context of the program theme.

Knowledge Domain:   Markets

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

Markets - understanding the drivers of and outlook for the investment markets
The drivers of global securities markets are many and ever-changing, as geopolitical, macroeconomic and corporate developments influence the relative attractiveness of equities, debt and other asset classes, over cyclical, secular, and structural time horizons. By understanding how markets operate and what is driving them, portfolio construction practitioners can better identify and understand the outlook for investment markets.

Theme:   Every VUCA cloud has a silver lining!

Markets Summit 2023 will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios.

For the first time in decades, an inflationary gale is rattling financial markets. Many post-GFC tailwinds have gone into reverse, as we experience a regime shift from an era of globalisation, “rules-based” geopolitics, fiscal discipline, benign inflation, steady economic growth and ultra-loose monetary policy to one of localism, nationalism and war, fiscal largesse, soaring inflation, elevated recession risk and higher interest rates.

The shift is up-ending long-held investor beliefs and turning the winners of recent years into losers. Unprofitable tech and crypto assets are feeling the pressure, while previously unloved energy and value stocks soar.

This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. regime shift poses many challenges for portfolio construction practitioners. The high VUCA (volatility, uncertainty, complexity, ambiguity) market environment continues! Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets, and to reorientate their portfolios accordingly. Every VUCA cloud has a silver lining!

Program structure

Like all our continuing education programs, Markets Summit 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 one-day program is designed and curated by our specialist, experienced and independent team. It is comprised of the 5-hour Critical Issues Forum (plenary) program and 2-hour Special Interests Forum (elective) program. In these, our Faculty of 20+ leading investment thinkers from around the world – noted academics, independent consultants, and investment professionals facilitated by our Faculty Partners (quality funds management firms) – offer their best high conviction ideas on the drivers of and outlook for the markets (on a three- to five-year view) in the context of the theme - and the implications for portfolios.

Markets Summit 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.

The full program will be available in mid January. Meanwhile, check out Markets Summit 2022 on demand.

After - Review

After the live program, your learning continues. Videos of all presentations are available within a few hours of them live streaming for delegates to view on-demand. The full microsite for each session - a page per presentation featuring sync’d video and slides, podcast, presentation slides and paper(s) and CE accreditation - are available within four weeks. So you can revisit the sessions you attended, “attend” the SIF sessions you didn’t catch at the live program (and earn further CE hours), and review your key takeouts and implications to determine actions to take to build better quality investor portfolios.

Register now

By registering for Portfolio Construction Forum Markets Summit 2023 (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 22 February 2023 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 22 February 2023 via the live stream, 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$595+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$245+GST   Register now
    Attend via live stream at your desk.

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.