MARKETS SUMMIT 2019 - THE HEAT IS ON!
A decade on from the GFC and global markets are once again smouldering.
As developed world central banks continue to wind down their post-GFC unconventional monetary policies, asset valuations are under pressure and investors are alert to any developments which might trigger a disorderly sell-off. Simultaneously, portfolio construction practitioners must navigate an array of potential cyclical, secular and structural threats – an inflation breakout and political disfunction in the US, a Chinese financial crisis, a Brexit meltdown, a sluggish Australian economy, and the financial impact of global warming – many of which have the potential to ignite a market meltdown. The heat is on!
Markets Summit facilitates debate on 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.
We'd welcome you joining us!
P.S. Why not also join us for Finology Summit 2019 "Investing beliefs, biases and behaviours" (Wed-Thu 20-21 Feb 2019)? It will help you better understand how your own and other people's different beliefs, biases and behaviours around investing impact investment markets - and influence your portfolio construction philosophy and practices. More info
Overview When, where, where to stay, who it's suited to
About Introduction, program structure, CE accreditation
Program & Prep Program at a glance, Faculty, Program in full & prep materials (pre-reading, pre-viewing)
Register Registration options, terms and conditions
Why not also join us for Finology Summit? Investing beliefs, biases and behaviours (20-21 Feb, after Markets Summit)
Association of Financial Advisers (Australia)
CIMA Society of Australia
Financial Advice New Zealand
Strategi Institute (NZ)
19 February 2019
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).
To help you better understand the key geopolitical, economic and asset class opportunities and risks ahead (on a three- to five-year view), to aid your search for return and in building better quality investor portfolios
MOST SUITED TO
Markets Summit is relevant to all wealth management professionals who have a responsibility to understand the drivers of and outlook for investment markets.
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:
We also recognise and respect the invaluable role of Advocates and welcome them attending, too.
Each year, more than 550 delegates attend the program, 75% or more of whom are portfolio construction practitioners.
CE ACCREDITATION: 7.5 to 11.5 CE hours
By attending the live program in full, delegates can earn 7.5 CE Hours and after the program, delegates can earn a further 4.0 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.
As the name implies, Markets Summit is focused primarily on our “Markets” knowledge domain:
Markets – understanding the drivers of and outlook for the
Markets Summit is THE investment markets scene setter of the year. The jam-packed blended learning program is designed and curated by our specialist, experienced and independent team and features our Faculty of 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists - from around the world. Each offers his/her 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 - The heat is on! - and the implications for portfolios.
Like all our blended live and online continuing education programs, Markets Summit is an integrated learning program with preparation, participation and review.
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.
The live program is comprised of a 5.5-hour Critical Issues Forum (plenary) program and 1.5-hour Special Interests Forum (elective) program, delivering a total of 20+ high conviction presentations. Delegates attend all the CIF sessions and one SIF session (featuring three back-to-back presentations) at the live program. Afterwards, delegates can attend the remaining nine SIF presentations via online webcast (and earn further CE).
Markets 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.
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.
By registering for Markets 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 ended Friday 25 January 2019. Standard registration fees now apply. Practitioner group registration applies to members of the same business or licensee only.
PRACTITIONER REGISTRATION OPTIONS
Markets Summit & Finology Summit* (Tue 19 Feb & Wed-Thu
20-21 Feb 2019)
* Finology Summit is a separate two-day program the day after Markets Summit. It will help you better understand how your own and other people's different beliefs, biases and behaviours around investing impact investment markets - and influence your portfolio construction philosophy and practices. More info
attend in 2018?
"Young Gun" in the office?
Are you a
ARE YOU A PRACTITIONER OR ADVOCATE?
Registration rates differ depending on your role.
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:
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:
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. More info
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 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.
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