FINOLOGY SUMMIT 2020 - INVESTING BIASES, BELIEFS & BEHAVIOURS

Finology is an interesting and unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to giving investment advice to individual investors. Finology is where investing meets investors™. The finology discipline focuses on identifying investing biases, beliefs and behaviours and the investment outcomes. To achieve this, finology connects behavioural finance and investor psychology - encompassing "know the markets", "know yourself" and "know your clients".

Finology Summit 2020 will help you better identify and understand how your own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - 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 2020 "Be alert! High VUCA ahead!" (Tue 18 Feb 2020) It facilitates debate on the key drivers of and outlook for the markets (on a three- to five-year view) - with particular emphasis on being alert to the high VUCA (volatility, uncertainty, complexity, ambiguity) risks and opportunities ahead - to aid your search for return, and to help you build better quality investor portfolios. More info

 

QUICKLINKS

Overview  When, where, aim, most suited to, CE/CPD accreditation

About the program  Introduction, program structure (before, during, after), Special Interest Workshop descriptions

Program & Prep  Program at a glance, Keynote Faculty, Program in Full, Prep materials

Register  Registration options, special discounts, terms and conditions

 

OVERVIEW

WHEN

Wednesday 19 February 2020
- 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 5.45pm
- Followed by a Networking Reception to 7.00pm

Thursday 20 February 2020
- Arrive 7.30am-7.45am to check in
- Take your seat in your pre-booked workshop by 7.50am
- The program starts at 8.00am sharp, and ends at 12.30pm

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/CPD 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 delegates better identify and understand how their own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices – and therefore, investment outcomes - to help delegates build better quality investor portfolios.

MOST SUITED TO

Finology Summit is relevant to all wealth management professionals because we all have a responsibility to understand how our own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio practices - and therefore investment outcomes.

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

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

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

CE/CPD ACCREDITATION: 11.5 to 23 CE hrs

By attending the face-to-face program in full, delegates can earn 11.5 CE/CPD hours – and then, afterwards, they can earn further CE/CPD hours by “attending” online the sessions they didn't catch at the face-to-face program.

CE hours earned can be used to help meet the CE/CPD requirements of 16 governing bodies (regulators, associations and institutes - including ASIC, APRA, FASEA, AFA, FPA, SMSFA and CIMA® CE/CPD requirements.

 

ABOUT THE PROGRAM

INTRODUCTION

The Forum’s subject matter focus is on five Knowledge Domains – philosophy, markets, strategies, investing and finology. These then determine our Curriculum and Faculty, which together inform the content of our continuing education and certification programs.

As the name implies, Finology Summit is focused primarily on our "Finology" knowledge domain:

Finology – identifying investing biases, beliefs and behaviours and the investment implications
Finology is an interesting and unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to giving investment advice to individual investors. Finology is where investing meets investors™. The finology discipline focuses on identifying investing biases, beliefs and behaviours and the investment implications. To achieve this, finology connects behavioural finance and and investor psychology - encompassing "know the markets", "know yourself" and "know your clients". Finology knowledge and skills help us better identify and understand how our own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to enable better quality investor portfolios.

Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. Presented in Sydney each February, the program features an exceptional Faculty of experts from around the world, each offering their best high conviction ideas on behavioural finance and/or investor psychology, and the investment implications. It is presented as a one-day, face-to-face lecture style program, followed by a half-day workshop style program featuring four concurrent 4-hour workshops.

It is a companion program to Markets Summit each February and Strategies Conference each August.

PROGRAM STRUCTURE

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

Before - 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.

During - Participate

The 1.5-day program is designed and curated by our specialist, experienced and independent team. Our exceptional Faculty of carefully selected outstanding subject matter experts from around the world offer their best high conviction ideas on behavioural finance and/or investor pyschology, and the investment implications.

Day one is comprised of the 5.5-hour Critical Issues Forum (auditorium lecture) program and 1.5-hour Special Interest Forum (elective lecture) program. You choose your SIF elective on the spot at Finology Summit.

Day two delivers three concurrent 4.5-hour Special Interests Workshop (elective classroom) sessions.

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.

Finology Summit 2020 Program & Prep

After - Review

After the face-to-face program, delegates' learning continues. The presentations are webcast here on portfolioconstructionforum.edu.au – a page per presentation featuring the sync’d video and slides, podcast, presentation slides and paper(s). Delegates can revisit and review the sessions they attended, "attend" the  Special Interest Forum sessions they didn't catch at the face-to-face 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 Portfolio Construction Forum Finology Summit 2020 (the "Program"), 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. Early bird registration ended Friday 31 January 2020, after which registration fees increased by $100+GST.

PRACTITIONER REGISTRATION OPTIONS

The following registration rates are for portfolio construction Practitioners only. Practitioner group registration applies to members of the same business or licensee only. Before registering, please check whether you meet our Practitioner definition below.

Finology Summit 2020 (Wed-Thu 19-20 Feb 2020)
1-2 Practitioners:  $1,195+GST     Register now
3-7 Practitioner group:  $1,145+GST     Contact us   
8+ Practitioner group:  $1,095+GST     Contact us
Not a Practitioner?  Contact us

*** SPECIAL DISCOUNTS ***

Did you attend in 2019?
Practitioners who attended Finology Summit 2019 are able to register this year at the 8+ group rate. Contact us to register.

Are you a "Young Gun" (under 35 years old)?
Practitioners aged 35 years or less at the time of registering can attend at a 50% discount on the full Practitioner rate.  Contact us to register.

Are you a CIMA Society of Australia member?
As CIMA Society of Australia's strategic partner in the management and delivery of CIMA
® certification and continuing education services, the Forum's face-to-face programs are available at concessionary rates for CIMA Society members.
- Practitioners can register at our lowest 8+ group rate - please
contact us to register.
- Advocates can register at a 10% discount. Please
contact us for more details.

ARE YOU A PRACTITIONER OR ADVOCATE?

Practitioners

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).

Advocates

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 face-to-face program.

We have a range of registration options available for Advocates. Please contact us for more information.

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 Finology Summit 2020 includes one individual attending the Program: on Wednesday19 February 2020 including all the Critical Issues Forum sessions and one Special Interest Forum session, morning tea, lunch, afternoon tea and networking drinks; and, on Thursday 20 February 2020 including one Special Interests Workshop and morning tea - as well as membership of portfolioconstructionforum.edu.au and access to the webcasts published after the program. Travel, accommodation, parking and other costs related to attending the Program are not included.