STRATEGIES CONFERENCE 2019 - 20/20 VISION

Great eyesight depends on more than just clarity of vision - peripheral awareness, eye co-ordination, depth perception, focus and colour sensitivity all play a crucial role, without which our vision is impaired.

To design and build quality portfolios capable of meeting the long-term objectives of investors, practitioners need clear vision across a range of issues - setting objectives, asset allocation, portfolio risk and currency management, selecting and blending specific investments, and analysing the resulting portfolio. Of course, hindsight has the benefit of being 20/20 vision, so we can look back with clarity on the past decade and the portfolio construction lessons learned. But more importantly, we need clear foresight of the forces which will influence portfolios in the 2020s and beyond.

Strategies Conference 2019 will challenge and refresh your portfolio construction thinking, by debating contemporary and emerging portfolio construction strategies - with emphasis on looking ahead at the issues that will dominate the 2020s and beyond - to provide greater clarity in building quality portfolios.

We'd welcome you joining us!

Graham Rich
Dean, Portfolio Construction Forum

 

QUICKLINKS

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

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

Register  Registration options, special discounts, terms and conditions

 

OVERVIEW

WHEN

Wednesday 21 August 2019
- 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 5.30pm
- Followed by a Networking Reception to 7.00pm

Thursday 22 August 2019
- Arrive 7.15am-7.35am to check in
- Take your seat in the Theatre by 7.45am
- The program starts at 7.50am sharp, and ends at 5.00pm
- Followed by a Networking Reception to
6.00pm

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 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 challenge and refresh delegates' portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to consider applying in practice to build better quality investment portfolios.

MOST SUITED TO

Strategies Conference is for portfolio construction Practitioners, first and foremost.

By that, 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 both institutional and private wealth practitioners (the program is designed with both in mind).

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

Each year, more than 600 delegates attend the program, 75% or more of whom are portfolio construction practitioners.

CE/CPD ACCREDITATION: 12 to 20 hours

By attending the live program in full, delegates can earn 12 CE hours - and after the program, delegates can earn a further 8 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 16 governing bodies (regulators, associations and institutes - including ASIC RG104/105/146, FASEA, AFA, SMSFA, FPA 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. Strategies Conference addresses all five knowledge domains however, as the name implies, the program is focused primarily on our "Strategies" knowledge domain:

Strategies – designing robust investment strategies to meet defined objectives
By applying a robust portfolio construction philosophy and in-depth knowledge of investment markets and theory, practitioners can design quality investment portfolios - including setting objectives, asset allocation, portfolio risk and currency management, selecting and blending specific investments, and analysing the resulting portfolios - capable of meeting investors' long-term objectives, in both accumulation and decumulation.

Strategies Conference is THE portfolio construction conference of the year. The blended face-to-face and online learning program is designed and curated by our specialist, experienced and independent team. It features our Faculty of 50+ leading investment thinkers - portfolio managers, CIOs, senior investment analysts, investment strategists, economists, research consultants and practitioners - from around the world. Each offers his/her best high conviction ideas on contemporary and emerging portfolio construction strategies, in the context of the program theme, 20/20 vision.

PROGRAM STRUCTURE

Like all our blended live and online continuing education programs, Strategies Conference 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 8.5-hour "Critical Issues Forum" (plenary) program and 3.5 hour "Special Interests Forum" (elective) program. At the live program, delegates attend all the CIF sessions and three SIF sessions (each of which features two back-to-back presentations). Afterwards, delegates can attend the remaining 16 SIF presentations via the online webcast (and earn further CE hours).

Strategies Conference 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.

The Strategies Conference 2019 program will be available in late July. Meanwhile, you can check out past programs but don't delay in registering.

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 they attended, "attend" the 16 Special Interest Forum sessions 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.

 

REGISTER

By registering for Portfolio Construction Forum Strategies Conference 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.

Early bird registration ends Tuesday 30 July 2019, after which registration fees increase 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.

Strategies Conference (Wed&Thu, 21-22 Aug 2019)
- 1-2 Practitioners:  $1,095+GST     Register now
- 3-7 Practitioner group:  $1,045+GST     Contact us   
- 8+ Practitioner group:  $995+GST     Contact us
- Not a Practitioner?  Contact us

SPECIAL DISCOUNTS

Did you attend in 2018?
Practitioners who attended Strategies Conference 2018 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 Strategies Conference 2019 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 live 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 live 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 Strategies Conference 2019 includes one individual attending the Program on Wednesday 21 August 2019 and Thursday 22 August 2019 including morning tea, lunch, afternoon tea and networking drinks, 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.