Markets Summit 2025 - Mind the gap(s)!
Markets Summit 2025 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 help you build better quality investor portfolios.
Following several decades of policymaker intervention in financial markets, the gaps between investor sentiment, asset prices and economic fundamentals are increasingly prevalent. This challenges our ability to pinpoint fair value, protect investment portfolios from downside risks, and capture alpha opportunities. Meanwhile, a second Trump presidency promises to further upend the world geopolitical, economic and trade order as Trump attempts to “reinvent” the US government, judicial and political apparatus.
Against this heightened Volatile, Uncertain, Complex and Ambiguous (VUCA) macro backdrop, it is crucial that practitioners identify and understand the gaps in markets – including the disconnect between Wall Street and Main Street, equity prices and economic growth, divergence in central bank policies, and valuation discrepancies between private and publicly-traded assets – to reduce the unavoidable dissonance between our own perceptions and market realities and enable us to better understand what lies ahead for economies and investment markets so we can reorient portfolios accordingly. Mind the gap(s)!
We’d welcome you joining us - at our live studio in Sydney, at a live site around Australia and NZ, or via live stream from your desk. Early bird registration is just A$295+GST for Practitioners. Register now!
Graham Rich
Dean, Portfolio Construction Forum
QUICKLINKS
Overview Where; When; Aim; Most suited to; CE/CPD; Cost
Register now Registration options; Terms and conditions
Overview
When & where?: AEDT 8.10am-5.45pm Wednesday 19 February 2025, at our live studio, live sites, or live stream
Markets Summit 2025 is a full live “hybrid” program. i.e. you choose how and where it best suits you to participate. You’ll be part of a community of more than 1,000 senior, influential institutional and investment and wealth management professionals.
1. at our live studio in Sydney with 200+ peers
Attend the program in person, see and mix with the Faculty and your fellow senior delegates an enjoy the continuing education, camaraderie and networking at our live studio at the University of New South Wales in Sydney including the end of day Networking Reception (ends 6.45pm).
2. at a Forum live site around Australia and NZ
Attend the program in person, watch the live stream broadcast with your peers, away from the distractions of the office, and enjoy the continuing education, camaraderie and networking without having to travel.
- Adelaide, Brisbane, Melbourne, and Perth - in association with CIMA Society Asia Pacific
- Auckland, Wellington, and Christchurch - in association with CIMA Society Asia Pacific and Financial Advice NZ
3. via live stream at your desk - this is very popular with many of our members (and the backup for live studio and live site delegates who at the last minute can no longer attend in person).
4. on demand during and/or after the live program - as a registered delegate you get access to the on demand video within a few hours of each session being live streamed, so you can catch up anytime if you miss a session.
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 investment and wealth management practitioners
Markets Summit is relevant to all institutional and investment and wealth management practitioners 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 whose primary role is involved in designing, building and/or advising on multi-asset, multi-manager managed portfolios, managed accounts and/or funds), using but not necessarily limited to managed funds from a range of firms, and who work in 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 portfolios, managed accounts and/or funds to individual investors;
- fund researchers;
- investment consultants consulting on multi-asset, multi-manager portfolios;
- portfolio managers designing, building and managing multi-manager portfolios; and/or,
- members of investment committees that oversee multi-asset, multi-manager portfolios, managed accounts and/or funds.
We also recognise and respect the invaluable role of Advocates and welcome them attending, too (Advocate delegate registration fees apply).
CE/CPD Accreditation: 7+ hours
By attending the live program in full (at our live studio in Sydney, at a live site or via live stream), you will earn 7.0 CE hours that can be used to help meet the CE/CPD requirements of 20+ governing bodies (regulators, associations and institutes) - including ASIC, APRA, Legislated (AU), FAAA, FMA, and CIMA® CE/CPD requirements, to name just a few.
After the live program, you can earn further CE hours by “attending” (online on demand) the Special Interests Forum (elective) sessions you didn’t get to attend at the live program.
Cost (Practitioners): Practitioners A$295+GST (Early Bird)
Markets Summit is exceptional value for money for Practitioners, as defined below.
- Live studio or live site: Practitioners A$295+GST Early Bird save A$100+GST, ends Friday 31 January 2025 Register below
Attend the full program in person - mix and network at our live studio in Sydney or one of our live sites around Australia and NZ for the same fee as attending via live stream. “Late Bird” registration is A$395+GST (from 01 February 2025).- Live stream: Practitioners A$295+GST, ends Friday 14 February 2025 Register below
Attend the program via live stream at your desk from wherever you wish.
We also welcome Advocates attending (Advocate delegate fees apply). For more information, please contact us.
About the program
Established in 2009, Markets Summit is THE investment markets scene setter of the year.
Held in February each year in association with CIMA Society Asia Pacific, Markets Summit focuses on debating the drivers of and outlook for the investment markets, and the implications for portfolios.
The Markets Summit program is designed and curated by our specialist, experienced and independent team. It is moderated by our Dean, Graham Rich, and features a Faculty of 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists - from around the world, offering their best high conviction ideas on the drivers of and outlook for the markets, and the implications for portfolios.
It is a companion program to Strategies Summit in August which brings together the investment factors and human factors in portfolio construction, addressing a range of contemporary and emerging portfolio construction issues. Together, Strategies Summit and Markets Summit form a two-part annual series for those committed to structured continuing education that contributes to better quality multi-asset, multi-manager investment portfolio construction.
Knowledge Domain: Markets
The Forum’s subject matter focus is on five Knowledge Domains – Strategies, Markets, Investing, Finology and Philosophy. 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, and the implications for portfolios.
Theme: Mind the gap(s)!
Following several decades of policymaker intervention in financial markets, the gaps between investor sentiment, asset prices and economic fundamentals are increasingly prevalent. This challenges our ability to pinpoint fair value, protect investment portfolios from downside risks, and capture alpha opportunities. Meanwhile, a second Trump presidency promises to further upend the world geopolitical, economic and trade order as Trump attempts to “reinvent” the US government, judicial and political apparatus.
Against this heightened Volatile, Uncertain, Complex and Ambiguous (VUCA) macro backdrop, it is crucial that practitioners identify and understand the gaps in markets – including the disconnect between Wall Street and Main Street, equity prices and economic growth, divergence in central bank policies, and valuation discrepancies between private and publicly-traded assets – to reduce the unavoidable dissonance between our own perceptions and market realities and enable us to better understand what lies ahead for economies and investment markets so we can reorient portfolios accordingly. Mind the gap(s)!
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/watching 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.
And it’s not just a talk-fest! So you have actionable take outs from the program to help you build better quality investor portfolios:
- Throughout the program, you’ll be challenged to decide your key takeouts - 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. You’ll log those decisions using our program App, “Frankie”, on your device (phone, tablet, laptop or desktop) to refer to after the program (which is also proof of attendance for CE purposes). You’ll also use Frankie to ask questions and chat with delegates online.
- A week later, attend the complimentary, post-program Implementation Zoominar (12.00pm-1.30pm, Thursday 27 February via Zoom) led by consulting firm, InvestSense, to further draw together the key take outs from the program and the practical implications for client portfolios. The Zoominar registration link will be in your Markets Summit 2025 registration confirmation email.
The full program will be available in late January. Meanwhile, check out Markets Summit 2024 on demand.
After - Review
After the live program, your learning continues! Videos of all presentations are available on demand within a few hours of them live streaming - so you can revisit the sessions you attended, and “attend” any you didn’t catch at the live program (and earn further CE hours). And using Frankie, you can review your decision about which high conviction ideas you decided you would investigate further and/or put into practice. Plus, a week later, you can attend the Implementation Zoominar to further clarify the key takeouts and practice implications for client portfolios.
Register now
By registering for Portfolio Construction Forum Markets Summit 2025 (the “Program”), you agree you have read, understood and agree to be bound by our Portfolio Construction Forum Program Terms and Conditions and the registration inclusions described below.
Practitioner registration options
Before registering using these links, please check whether you meet our Practitioner definition below. Note, all registration fees are A$ ex-GST per person.
Live studio: Practitioner Early Bird A$295+GST - save A$100+GST, ends Friday 31 January 2025
Live studio registration includes: one individual attending the Program on Wednesday 19 February 2025 as part of the studio audience at UNSW including morning tea, lunch, afternoon tea and networking drinks in the Cafe with all delegates, access to Frankie (the program App), access to the Implementation Zoominar, and access to the online on demand Program webcasts published after the program. Any other costs related to attending the program including but not limited to travel, accommodation, and parking are not included.
Live site: Practitioner Early Bird A$295+GST - save A$100+GST, ends Friday 31 January 2025.
Live site registration includes: one individual attending the Program on Wednesday 19 February 2025 at the live site including morning tea, lunch, and afternoon tea, access to Frankie (the program App), access to the Implementation Zoominar, and access to the online on demand Program webcasts published after the program. Any other costs related to attending the program including but not limited to travel, accommodation, and parking are not included.Register now - Adelaide live site Register now - Auckland live site
Register now - Brisbane live site Register now - Christchurch live site
Register now - Melbourne live site Register now - Wellington live site
Register now - Perth live site
Live stream: A$295+GST
Live stream registration includes one individual attending the Program live online on Wednesday 19 February 2025 via the live stream broadcast, access to Frankie (the program App), access to the Implementation Zoominar, and access to the online on demand Program webcasts published after the program. Any other costs related to attending the Program, including but not limited to an adequate internet connection to watch the live stream, are not included.
Are you a Practitioner or Advocate?
Practitioners
**Practitioners are those whose primary day-to-day role is involved in designing, building and/or advising on multi-asset, multi-manager managed portfolios, managed accounts and/or funds**), using but not necessarily limited to managed funds from a range of firms, and who work in 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 portfolios, managed accounts and/or funds to individual investors;
- fund researchers;
- investment consultants consulting on multi-asset, multi-manager portfolios;
- portfolio managers designing, building and managing multi-manager portfolios; and/or,
- members of investment committees that oversee multi-asset, multi-manager portfolios, managed accounts and/or funds.
Advocates
If your primary day-to-day role is a business, sales, and/or marketing role with any business or an investment role in a non-multi-manager funds management business then you’re an Advocate. 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 - and a different registration fee applies to Advocate delegates. For registration options, please contact us.