STRATEGIES CONFERENCE 2018 - FUTURE-PROOF PORTFOLIOS?

Investment portfolio construction is, by definition, an exercise in long-term thinking. By creating strategies that blend asset classes to achieve future returns, practitioners seek to meet the distant future financial needs of individuals.

Yet the process is fraught with difficulty due to the inherently uncertain nature of financial markets, powerful secular and structural developments, and clients’ desires to be both certain of meeting their investment goals while avoiding any sting on the downside during the journey. Given these uncertainties and competing priorities, are future-proof portfolios achievable?

Strategies Conference 2018 will facilitate debate on a selection of contemporary and emerging portfolio construction strategies, with particular emphasis on the challenges of building future-proof portfolios. We'd welcome you joining us!

Graham Rich
Dean, Portfolio Construction Forum

 

QUICKLINKS

Overview  When, where, where to stay, who it's suited to

About  Introduction, program structure, CE accreditation

Register  Registration options, terms and conditions

 

OVERVIEW

WHEN

Wednesday 22 August 2018
- 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 23 August 2018
- Arrive 7.15am-7.45am to check in
- Take your seat in the Theatre by 7.50am
- The program starts at 8.00am 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 accreditation).

WHERE

Come to Carriageworks, 245 Wilson Street, Eveleigh, Sydney     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 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 wholesale practitioners, as the Strategies Conference program is designed with both in mind, and features keynotes and topics relevant to both. We also recognise and respect the invaluable role of Advocates and welcome them attending, too.

CE ACCREDITATION: 13 to 23 CE hours

By attending the live program in full, delegates can earn 13 CE Hours and after the program, delegates can earn a further 10 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, AFA, FPA and CIMA® certificants’ CE commitment.

 

ABOUT THE PROGRAM

INTRODUCTION

Strategies Conference 2018 facilitates debate on a selection of contemporary and emerging portfolio construction strategies, with particular emphasis on the challenges of building future-proof portfolios.

It is THE investment conference of the year. The jam-packed, live and webcast program features leading investment thinkers from around the world debating a selection of contemporary and emerging portfolio construction strategies, in the context of the theme - Future-proof portfolios? - for delegates to consider applying in practice to build better quality portfolios.

PROGRAM STRUCTURE

Like all our continuing education programs, Strategies Conference 2018 is an integrated learning program with preparation, participation and review.

Prepare

To maximise your learning, you will be provided with pre-reading aimed at boosting your knowledge and getting you thinking about the issues to be addressed in the program. The preparation is assumed prior knowledge for all delegates.

Participate

The jam-packed two-day program is designed and curated by our specialist, experienced and independent team, and features more than 40 leading investment thinkers from around the world, contributing their best ideas on on contemporary and emerging portfolio construction strategies, in the context of the theme "Future-proof portfolios?"

The program features the 9.5 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, which each feature two back-to-back presentations. Afterwards, delegates can attend the remaining 18 SIF presentations via online webcast (and earn further CE).

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 2018 program will be available soon. Meanwhile, don't delay in registering.

Review

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 that delegates can revisit the sessions they attended, as well as "attend" the 18 SIF presentations they didn't catch at the live program (and earn further CE hours) and review their key takeouts and portfolio construction implications to determine actions to take to build better quality investor portfolios.

 

REGISTER

By registering for Strategies Conference 2018, 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 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 ended Tuesday 31 July 2018 after which the fee increased by $100+GST.  Practitioner group registration applies to members of the same business or licensee only.

PRACTITIONER REGISTRATION OPTIONS

Strategies Conference (Wed&Thu, 22-23 Aug 2018)
- 1-2 Practitioners:  $1,195+GST     Register now
- 3-7 Practitioner group:  $1,145+GST     Contact us
- 8+ Practitioner group:  $1,095+GST     Contact us

Did you attend in 2017?
Practitioners who attended Strategies Conference last year are able to register at the 8+ group rate for the equivalent program this year. Contact us for the registration link.

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 member continuing education services, the Forum's live programs are available at concessionary rates for CIMA Society members. Practitioners who are CIMA Society members can register at our lowest 8+ group rate (see above) while Advocates can register at our lowest Faculty Partner delegate rate. Contact us for more info

ARE YOU A PRACTITIONER OR ADVOCATE?

Registration rates differ depending on your role.

What is a "Practitioner"?

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).

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:

  • 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.  Contact us for more info

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 2018 includes one individual attending the Program on Wednesday 22 August and Thursday 23 August including morning tea, lunch, afternoon tea and networking drinks both days, 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.