FINOLOGY SUMMIT 2019 - INVESTING BELIEFS, BIASES & BEHAVIOURS

Finology is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. It is a unique mix of behavioural finance (“fin”) and investment psychology (“ology”).

The Forum's particular focus on finology is as it relates to investment portfolio construction, incorporating the relationships between people and money, behavioural economics, and behaviour change.

Finology Summit will help you better understand how our own and other people's different beliefs, biases and behaviours about investing, impact investment markets - and influence portfolio construction philosophy and practices - to help you build better quality investor portfolios.

We'd welcome you joining us!

Graham Rich
Dean, Portfolio Construction Forum

P.S. Why not also join us for Markets Summit 2019 "The heat is on!" (Tue 19 Feb 2019)? It will help you better understand the key drivers of and outlook for the markets (on a three- to five-year view), to aid your search for return, and to help you build better quality investor portfolios.  More info

 

QUICKLINKS

Overview  When, where, where to stay, who it's suited to

About  Introduction, program structure, CE accreditation

Register  Registration options, terms and conditions

Why not also join us for Markets Summit? The heat is on! (19 Feb, the day before Finology Summit).

 

SUPPORTED BY

Association of Financial Advisers (Australia)

CIMA Society of Australia

Financial Advice New Zealand

Strategi Institute (NZ)

 

OVERVIEW

WHEN

Wednesday 20 February 2019
- Arrive 7.15am-7.45am to check in
- Take your seat in the Theatre by 8.10am
- The program starts at 8.15am sharp, and ends at 5.30pm
- Followed by a Networking Reception to 7.00pm

Thursday 21 February 2019
- Arrive 7.15am-7.30am to check in
- Take your seat in the Theatre by 7.40am
- The program starts at 7.45am sharp, and ends at 3.30pm
- Followed by
afternoon tea to 4.00pm

Coming from interstate? We strongly recommend you fly in the evening prior - it's a jam-packed program and it's best to be fresh to get the most from it (and flight delays could jeopardise your CE accreditation).

WHERE

Come to Carriageworks, 245 Wilson Street, Eveleigh, Sydney, Australia    Getting there
There are many quality hotels within a 5-10 minute taxi ride of Carriageworks    
Places to stay

AIM

To help you better understand how your own and other people's different beliefs, biases and behaviours around investing impact investment markets - and influence portfolio construction philosophy and practices - to help you build better quality investor portfolios.

MOST SUITED TO

Finology Summit is relevant to all wealth management professionals – as we all have a responsibility to understand how our own and other people's different beliefs, biases and behaviours about investing, impact investment markets and influence portfolio construction philosophy and practices.

This includes both institutional and wholesale portfolio construction practitioners (the program is designed with both in mind) by which 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. 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;

  • fund researchers/analysts and portfolio managers from multi-manager funds management, superannuation, and investment platform companies; and,

  • investment professionals managing private investment funds (e.g. private corporate super funds, endowment funds, government departments and universities, etc).

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

Each year, more than 300 delegates attend the program, 75% or more of whom are portfolio construction practitioners.

CE ACCREDITATION: 13 to 19 CE hours

By attending the live program in full, delegates can earn 13 CE Hours and after the program, delegates can earn a further 6.0 CE hours by “attending” online the sessions they didn't catch at the live program.

CE hours earned can be used to help meet the CE/CPD requirements of 15 regulators, associations, institutes and designations - including ASIC RG104/105/146 CE requirements, FASEA, AFA, FPA and CIMA® certificants’ CE commitments.

 

ABOUT THE PROGRAM

INTRODUCTION

As the name implies, Finoloy Summit is focused primarily on our “Finology” knowledge domain:

Finology – exploring beliefs, biases and behaviours around investing
Finology is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. It is a unique mix of behavioural finance (“fin”) and investment psychology (“ology”). The Forum's particular focus on finology is as it relates to investment portfolio construction, incorporating the relationships between people and money, behavioural economics, and behaviour change. Finology knowledge and skills help us better understand how our own and other people’s different beliefs, biases and behaviours around investing, impact investment markets and influence our portfolio construction philosophy and practices.

Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. The jam-packed blended learning program is designed and curated by our specialist, experienced and independent team and features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas on the relationships between people and money, behavioural economics, and behaviour change.

PROGRAM STRUCTURE

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

Prepare

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

Participate

The two-day live program is comprised of a 6.5-hour Critical Issues Forum (plenary lecture) program, a 3.5-hour Special Interests Workshop (elective classroom) program, and 3.0-hour Special Interests Forum (elective lecture) program. Delegates attend all the CIF sessions, two SIW sessions and two SIF sessions at the live program. Afterwards, delegates can attend the remaining SIF presentations via online webcast (and earn further CE).

Finology Summit is not just a talk-fest. Attendees are challenged to decide whether they agree or disagree with each high conviction thesis presented, which ones they will investigate further, and which they will put into practice when building investor portfolios.

The Finology Summit 2019 program will be available in January. Meanwhile, one of the best ways to understand more about program is to experience it for yourself by "attending" a prior year online.

But don't delay in registering. Early bird ends Thursday 24 January 2019 and we expect to sell out.

Review

After the live program, delegates' learning continues. The presentations are webcast on portfolioconstructionforum.edu.au – a page per presentation featuring the sync'd video and slides, podcast, slides and paper(s) - so delegates can revisit the sessions they attended, as well as "attend" the SIF presentations they didn't catch at the live program (and earn further CE hours), and review their key takeouts and the portfolio construction implications to determine actions to take to build better quality investor portfolios.

 

REGISTER

By registering for Finology Summit 2019, you agree you have read, understood and agree to be bound by our Registration Terms and Conditions. All fees are A$ ex-GST per person. The following registration rates are for portfolio construction Practitioners only. Before registering, please check whether you meet our Practitioner or Advocate definitions below. If you are an Advocate, please contact us for Advocate registration options. Early bird registration ends Thursday 24 January 2019 after which the registration fee increases by $60+GST per person.  Practitioner group registration applies to members of the same business or licensee only.

PRACTITIONER REGISTRATION OPTIONS - EARLY BIRD (ENDS 24 JAN)

Finology Summit (Wed-Thu 21-22 Feb 2019)
- 1-2 Practitioners:  $995+GST     Register now
- 3-7 Practitioner group:  $915+GST     Contact us   
- 8+ Practitioner group:  $875+GST     Contact us

Markets Summit* & Finology Summit (Tue 19 Feb & Wed-Thu 20-21 Feb 2019)
- 1-2 Practitioners: $1,285+GST     Register now
- 3-7 Practitioners: $1,225+GST     Contact us
- 8+ Practitioners:  $1,165+GST     Contact us

* Markets Summit is a separate program the day before Finology Summit. It will help you better understand the key drivers of and outlook for the markets (on a three- to five-year view), to aid your search for return and in building better quality investor portfolios.  More info

Did you attend in 2018?
Practitioners who attended Markets Summit 2018 and/or Finology Summit 2018 are able to register at the 8+ group rate for Markets Summit 2019 and/or Finology Summit 2019. Contact us for the registration link.

Are you a CIMA certificant?
As CIMA Society of Australia's strategic partner in the management and delivery of CIMA® certification and continuing education services, the Forum's live programs are available at concessionary rates for CIMA certificants. Practitioners who are CIMA certificants can register at our lowest 8+ group rate (see above) while Advocates can register at our lowest non-Faculty Partner delegate rate. Contact us for more info

ARE YOU A PRACTITIONER OR ADVOCATE?

Registration rates differ depending on your role.

What is a "Practitioner"?

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, 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;

  • fund researchers/analysts and portfolio managers from multi-manager funds management, superannuation, and investment platform companies; and,

  • investment professionals managing private investment funds (e.g. private corporate super funds, endowment funds, government departments and universities, etc).

What is an "Advocate"?

If our Practitioner definition (above) doesn't describe your primary day-to-day role, then you're an Advocate. Advocates include:

  • investment professionals primarily involved in constructing portfolios of individual securities (rather than using funds); and,

  • 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 program.

We have a range of registration options available for Advocates.  Contact us for more info

REGISTRATION TERMS & CONDITIONS

Registration for the Program is subject to the standard Portfolio Construction Forum Program Terms and Conditions. By registering, you agree you have read, understood and agree to be bound by these, including but not limited to the CE policy and Cancellations policy.

Registration inclusions

Registration for Portfolio Construction Forum Markets Summit 2019 includes one individual attending the Program on Tuesday 19 February 2019 including morning tea, lunch, afternoon tea and networking drinks, as well as membership of portfolioconstructionforum.edu.au and access to the webcast published after the program. Travel, accommodation, parking and other costs related to attending the Program are not included.

Registration for Portfolio Construction Forum Finology Summit 2019 includes one individual attending the Program on Wednesday 20 February 2019 and Thursday 21 February 2019 including morning tea, lunch, and afternoon tea both days, and networking drinks on the first day, as well as membership of portfolioconstructionforum.edu.au and access to the webcast published after the program. Travel, accommodation, parking and other costs related to attending the Program are not included.