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Program & registration Post 1 July, New Zealand's financial advisers will be held to far greater account for the portfolios they build for clients - and this comes at a time when global investment markets are more volatile than at any other time in the past 20 years, and likely to remain so for years. Investment Symposium 2011 will help you better understand the pillars for building better quality investor portfolios.
- refresh your thinking about key portfolio construction issues (more
important than ever post 1 July);
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Quick facts & helpful links |
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Where/when |
Investment Symposium
Investment Symposium Dinner (optional) |
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What to bring |
Just your personal items. You can check any luggage into our cloakroom |
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Dress |
Smart casual |
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Guests |
Christchurch-based advisers - we'd welcome you bringing your spouse/partner to the Dinner on Tuesday 31 May 2011 (no charge), and your support staff and/or key clients to the Investment Symposium pre-morning tea sessions on Wednesday 1 June (again, no charge but a maximum 3 per firm and subject to space). You can RSVP your guests by email once you have registered. |
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To register |
Christchurch-based advisers* |
Cost |
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All other financial advisers |
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Product provider staff |
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All others - please contact
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Program, speakers & timetable |
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The interactive, one-day plenary program features local
and international professionals - economists,
investment managers and senior business leaders from Australia
and New Zealand. Each session includes interactive Q&A with
the presenters by our Markets Summit Investment Specialist,
Inquisitor, and delegates. |
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8.00am |
Check-in |
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8.30am |
Opening keynote |
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9.15am |
Jonathan Pain, The Pain Report - The global geopolitical and market outlook Jonathan is a regular key note presenter at PortfolioConstruction Forum's professional development programs. Renowned for his independent, non-partisan perspectives, he will challenge your views of the global geopolitical and market outlook. Jonathan has 25 years of international investment experience including Chief Investment Strategist of HFA Asset Management, CIO at Rothschild Australia Asset Management, Head of Investments at Gulf International Bank in Bahrain, and Chair of the International Asset Allocation Committee at Paribas Asset Management in London. |
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10.15am |
Morning tea (includes invited guests, who then depart) |
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10.45am |
Hamish Douglass, Magellan Financial Group - The outlook for global equity markets Hamish is one of Australia's leading investment professionals. Prior to establishing Magellan Financial Group, he worked for many years in the M&A and corporate advisory world, resulting in invaluable experience and expertise in valuing companies, as well as assessing the macro environment and risk management. |
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11.20am |
Peter Dorrian, PIMCO - The outlook for the global debt markets As head of global wealth management Australia, Peter is ideally placed to bring us the latest insights into the outlook for global debt markets from the world's largest bond manager. |
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11.50am |
Panel - The outlook for markets & portfolio construction implications PortfolioConstruction Forum and financialalert publisher, Graham Rich, will moderate an interactive debate between Jonathan, Hamish, Peter and regular PortfolioConstruction Forum "Inquisitor" Tim Farrelly, about the outlook for the global economy and investment markets, and the implications for portfolios. |
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12.15pm |
Lunch |
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1.00pm |
Graham Rich, PortfolioConstruction Forum - Your investment philosophy Can you clearly articulate your investment philosophy? By the end of this session, you'll have a clear picture of the key dimensions of an effective portfolio construction policy. Graham is a pioneer of retail managed funds research in New Zealand and Australia, and of financial planning in NZ. In 2002, he established PortfolioConstruction Forum, the first independent professional development service for advisers aimed at helping them build better quality investor portfolios. |
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2.00pm |
Tim Farrelly, farrelly's - Are you a return maximiser or a risk minimiser? It's a simple question. But one which many financial advisers struggle to answer in a reasoned, coherent way. By the end of this session, you'll understand why you must decide whether you are a return maximiser or a risk minimiser and the implications for building portfolios. Tim is the principal of farrelly’s, the first dedicated asset allocation research house in New Zealand and Australia. Prior to founding farrelly’s in 2004, he was an Executive Director of Macquarie, serving on its Asset Allocation and Risk Committees. He has a MBA (Distinction) from Harvard Business School. |
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3.00pm |
Afternoon tea |
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3.30pm |
Paul Barrett, ANZ Advice Australia - The future of financial
advice The New Zealand government has made no secret of the fact that the new financial adviser regulatory environment owes more than a passing nod to the Australian regulatory environment. And the CEO of NZ's new Financial Markets Authority left his position as senior executive leader of corporations for the Australian regulator to take up his new role as CEO of the FMA. He is on record as saying that its holistic and unified regulatory approach is what the New Zealand government wants to emulate. So what does that mean for the future of financial advice in New Zealand? Paul recently joined ANZ in Australia to head its advice operations, overseeing more than 2,100 advisers across the ANZ group, with more than AUD45 billion under advice. Prior to that, he was general manager of advice at Colonial First State, leading one of Australia's largest advice networks. |
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4.30pm |
Brigadier (Retired) Anne Campbell - When the going gets tough... Brigadier (Retired) Anne Campbell is one of those people you want to have beside you if you have to go to war or face a disaster. As a medical doctor and a disaster relief expert - from the battlegrounds of the world to the disaster zones of Indonesia, Samoa, Christchurch and countless others - she understands why some wilt and others lift themselves above the pain, frustration and trauma and become true leaders. She is a human dynamo, as hard as nails yet with a soft compassionate side that can make a grown man cry. Anne will share her worldwide disaster experiences with us and provide valuable insights into how we can can all rise above disaster and build stronger relationships, businesses and lives. |
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5.30pm |
Adjourn |
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