SYMPOSIUM 2019 - OVERVIEW & REGISTRATION

Established in 2007, the annual Investment Management Research Symposium is THE investment management research conference of the year. Presented in November each year, the two-day program features an exceptional Faculty - academics from leading university business schools, independent consultants, central bankers, regulators and professional investors - presenting contemporary research related to this year's theme, "We are living in exceptional times". Symposium is presented in collaboration with Macquarie University, and supported by CIMA Society of Australia.

Symposium 2019 provides you with the rare opportunity to join with the full spectrum of investment analysts to consider contemporary investment research.

We'd welcome you joining us!

Graham Rich                                                    Professor Ron Bird
Managing Partner & Dean                             Director - Investment Management Research Program
Portfolio Construction Forum                          Professor Emeritus, Australian National University

 

QUICKLINKS

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

About the program  Introduction, program structure (before, during, after)

Program & Prep  Program at a glance, Faculty, Program in full & prep materials (pre-reading, pre-viewing)

Register  Registration options, special discounts, terms and conditions

 

OVERVIEW

WHEN

Wednesday 20 November 2019
- Arrive 7.45am-8.15am to check in
- Take your seat by 8.20am
- The program starts at 8.30am sharp, and ends at 5.15pm
- Followed by Networking Drinks to 6.15pm

Thursday 21 November 2019
- Take your seat by 8.35am
- The program starts at 8.45am sharp, and ends at 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/CPD accreditation).

WHERE

Come to Powerhouse Museum, 500 Harris St, Ultimo NSW 2007, Australia     Getting there
There are many quality hotels within a 5-10 minute taxi ride    
Places to stay

AIM

To enable you to join with the full spectrum of investment analysts - practitioners and advocates, academics from leading university business schools, independent consultants, central bankers, regulators and professional investors  - to consider key contemporary investment research issues.

MOST SUITED TO

Symposium is relevant to the full spectrum of investment management analysts  - practitioners, advocates, consultants, professional investors, and academics.

Each year, 150 delegates attend the program, including academics and financial services professionals - both practitioners and advocates - focused on the spectrum of issues involved in designing and building investment portfolios. This includes those from private wealth management firms, investment research and consulting houses, and funds management, superannuation and investment platform companies.

Symposium is particularly suited to CFA Charterholders and CIMA® certificants. It is one of two key annual gatherings of CIMA Society of Australia members.

CE/CPD ACCREDITATION: 12 hours

By attending the program in full, delegates can earn 12 CE hours which can be used to help meet the CE/CPD requirements of 16 governing bodies (regulators, associations and institutes) - including ASIC, FASEA, FPA, CFA, and CIMA® CE/CPD requirements.

 

ABOUT THE PROGRAM

INTRODUCTION

Symposium is presented by the Investment Management Research Program (IMR Program), the specialist academic research unit of Portfolio Construction Forum. The IMR Program curates a range of courses, workshops and symposia, and funds academic research studies. It is headed by Professor Ron Bird who established its antecedent while at UTS. In 2017, Portfolio Construction Forum became involved and in 2019, the IMR Program established a collaboration with Macquarie University. The IMR Program is supported by the CIMA Society of Australia, and is one of just four Registered Education Providers for the global Certified Investment Management Analyst® certification program.

More about the Investment Management Research Program

The Investment Management Research Program presents contemporary research across the five Portfolio Construction Forum Knowledge Domains:

Symposium is THE investment management research conference of the year. The blended face-to-face and online program designed and curated by our specialist, experienced and independent team. It features our Symposium 2019 Faculty of 25 leading thinkers - academics from leading university business schools, professional investors, consultants, central bankers, regulators and experienced practitioners and advocates - from around the world, presenting research related to this year's theme, "We are living in exceptional times".

PROGRAM STRUCTURE

Symposium 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 program features the 12-hour "Critical Issues Forum" (plenary) program, featuring our Faculty of 25 leading thinkers - academics from leading university business schools, professional investors, consultants, central bankers, regulators and experienced practitioners and advocates - from around the world, presenting research related to this year's theme, "We are living in exceptional times".

Symposium 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.

Symposium 2019 Program & Prep

After - Review

After the live 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, to decide their key takeouts and the portfolio construction implications to determine actions to take to build better quality investor portfolios.

 

REGISTER

By registering for Symposium 2019 (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.

PRACTITIONER REGISTRATION OPTIONS

Registration is limited to a maximum of 150 delegates from across academia, public sector, and financial services professions.

- Academic / public sector / regulator:  $95+GST     Register now
- CIMA Society members:  $195+GST     Register now
- Financial Services Professionals:  $395+GST     Register now

SPECIAL DISCOUNTS

Are you a "Young Gun" (under 35 years old)?
Practitioners aged 35 years or less at the time of registering can attend Symposium 2019 at a 50% discount.  Contact us to register.

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 Symposium 2019 includes one individual attending the Program on Wednesday 20 November 2019 (including morning tea, lunch, afternoon tea and networking drinks) and Thursday 21 November 2019 (including morning tea and lunch) 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.