Theme 1: The big picture - are we there yet?
Graham Rich, Publisher of PortfolioConstruction Forum, asked whether we be satisfied with the past decade and reviewed what prominent thinkers around the globe believe lies ahead in 2010.
This page provides access to:
- "What kind of decade was it?" videos;
- the Reith Lectures;
- the Pain Report "What lies ahead in 2010?";
- BBC World Interview;
- "3 Perspectives on the 2007-2009 GFC" thesis;
- World Economic Forum Global Risks 2010 paper, video and tool;
- Longview Economics 2010 outlook for equities paper and video.

Theme 1: The big picture - the outlook for the global economy
Doug Hodge of PIMCO and Robert Swift of BT Investment Management gave their perspectives on what to expect of the global economy in 2010-2012 - where we're at now, what's left to unfold on the road(s) to recovery including the key signposts to look for, and how to position portfolios...
This page provides access to:
- Slides and podcasts of Doug's and Robert's presentations;
- a podcast of the ensuing Q&A between Doug, Robert, and our Inquisitors

Theme 2:  The outlook for the global debt markets
Our global debt investment experts - Kumar Palghat of Kapstream Capital and Dan Norman of ING Investment Management - gave their views of the current status and 2010-2012 outlook for the global debt markets including the key risks and opportunities, and signposts to watch for...
This page provides access to:
- Slides and podcasts of Kumar's and Dan's presentations;
- a podcast of the ensuing Q&A between Doug, Robert, and our Inquisitors

Theme 3:  The outlook for the global equity markets
Our global equity investment experts - Martin Conlon of Schroders, Simon Flood of Lion Global Investors, Hamish Douglass of Magellan Financial Group, Kurt Umbarger of T. Rowe Price, and Andrew Clifford of Platinum Asset Management - shared their views of the current status and 2010-2012 outlook for the global equity markets including the key risks and opportunities, and signposts to watch for...
This page provides access to:
- Slides and podcasts of Martin's, Simon's, Hamish's, Kurt's and Andrew's
   presentations;
- a podcast of the ensuing Q&A between them and our Inquisitors

Theme 4:  Key takeouts and portfolio construction implications
Tim Farrelly, Stephen van Eyk, and Robert Swift discussed their reflections of the day, before Tim and Stephen presented their key takeouts.
This page provides access to:
- podcasts of Tim, Stephen and Robert's key takeouts debate;
- the Summit Communique by BlueChip Communication.

Resources kit - access, use and ondistribution
While normally, PortfolioConstruction Forum Resource Kit are provided only to those who attended the event, the Summit Resources Kit is available to all PortfolioConstruction Forum Members with the compliments of the Publisher, brillient!, as a contribution to the wealth management industry as it considers "are we there yet?". We encourage you to distribute them to your colleagues and clients, however all materials remain copyright PortfolioConstruction Forum and must be attributed as follows:
Source PortfolioConstruction Forum ( PortfolioConstruction.com.au )