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About PortfolioConstruction Forum

pillars for building better quality investor portfolios

 

PortfolioConstruction Forum is Australia and New Zealand's leading independent professional development service for portfolio construction practitioners, enabling better quality portfolio construction knowledge and skills. It presents contemporary and emerging portfolio construction info and tools, delivered through four exceptional, interactive professional development programs and a multi-media learning centre.

It is focused on the three pillars for building better quality investor portfolios - markets, strategies and investing - so if you design, build and manage individual investor portfolios, PortfolioConstruction Forum is for you.

Become a Member (with our compliments) to gain access to the site and receive our weekly Forum Fodder e-newsletter.

Graham Rich, Publisher

Who is it suited to?          Why is it different?          Our core beliefs          Our core faculty                     Become a Member

Who is it suited to?

PortfolioConstruction Forum is relevant to all wealth management professionals but in particular portfolio construction practitioners - by that, we mean those who design, build and/or manage investment portfolios (or who must understand how others do so).

Why is it different?

PortfolioConstruction Forum is grounded in the conviction that quality portfolio construction is key to increasing investors' financial wellbeing. Better quality portfolio construction knowledge and skills result in better quality decisions - and, therefore, better quality investor portfolios and financial wellbeing.

It presents contemporary and emerging portfolio construction information and tools, delivered through four exceptional, interactive professional development programs and a multi-media resources centre:
1. Conference - an annual 3-day program facilitating debate on the markets, strategies and investing
2. Markets Summit - an annual 1-day program facilitating debate on the outlook for the markets 
3. Academy - an annual series of four one-day seminars advancing portfolio construction knowledge and wisdom
4. Perspectives - a library of research and opinion about the markets, strategies and investing

It is focused on the three pillars for building better quality investor portfolios:
- Markets- understanding key drivers and outlook for the markets;
- Strategies - developing robust strategies to meet defined objectives; and,
- Investing - identifying quality investment solutions and their place in portfolios.

Our core beliefs

 

 

Our core faculty

Since inception in 2002, PortfolioConstruction Forum has been published by brillient!, the leading independent boutique investment publishing house in Australia and New Zealand (www.brillient.com.au). The principals - Graham Rich, Publisher and Deirdre Keown, Managing Editor - have collectively over forty years of relevant and successful experience in publishing investment information services and in effectively communicating complex content.

PortfolioConstruction Forum's professional development programs feature a range of carefully selected Content Partners, including a core faculty of leading investment professionals:

Graham Rich, Publisher, PortfolioConstruction Forum

Graham is a pioneer of retail managed funds research in Australasia, and of financial planning in New Zealand. He started his financial services career in New Zealand in 1975 and in 1983 began his own business delivering funds research and financial advice professional development services. Since selling his research business to Morningstar and establishing brillient! in 2002, Graham has specialised in publishing innovative, independent professional development services for professionals involved with portfolio construction.

In 2012, Graham was recognised as the inaugural recipient of the "Outstanding Contribution to the Financial Advisory Profession" award by New Zealand’s professional association for financial advisers, the Institute of Financial Advisers.

Since 2013, Graham has served as Director of Sydney's Wayside Chapel.

More about Graham

Tim Farrelly, Principal, farrelly's

Tim brings a unique combination of analytics, understanding of financial markets, knowledge of capital market history and insight into the practical issues around building quality investor portfolios, and asset allocation in particular.

He established farrelly's in 2004 as the first independent, specialist asset allocation research service for investment advisory firms in Australia and NZ. Prior to founding farrelly's, Tim was an Executive Director of Macquarie Bank Ltd, and Director of Macquarie Investment Management Ltd (MIML). At various times during his 14 years at Macquarie he sat on the MIML Asset Allocation and Risk Committees. He has an MBA (Distinction) from Harvard Business School and a B. Eng(Met).

More about Tim

Michael Kitces, Partner, Pinnacle Advisory Group

Michael has the rare gift of making complex investment and financial planning topics a lot easier for the rest of us to understand. He is Director of Research at Pinnacle Advisory Group, a US-based private wealth management firm that works with over 700 families and manages close to US$1 billion in assets for clients in the US and around the world.

In 2010, Financial Planning magazine labeled him the industry’s “Deep Thinker,” and Investment Advisor magazine recently named him in their top 25 most influential people for advisers. One of the most qualified people you will ever meet (he holds the CFP, CLU and ChFC designations, has a Bachelor of Science in Psychology, a Masters of Science in Financial Services, and a Master's in Taxation to name just a few of his qualifications), Michael presents and writes extensively on a broad range of advanced financial planning topics. His very popular blog, the "Nerd's Eye View" is a rich insight into his analysis and commentary on issues in financial planning.

More about Michael

Jonathan Pain, Editor, The Pain Report

Jonathan brings to life the history, current and future outlook for the global economy. He has 29 years of international investment experience having led teams in London, Bahrain and Australia. Now an independent investment strategist, Jonathan is the author and publisher of The Pain Report, a widely-read investment newsletter providing an independent and global perspective of the financial markets and the world economy

Since 2002, Jonathan has been a regular keynote presenter at PortfolioConstruction Forum's programs, where he has debuted many new investment theses, well ahead of them becoming accepted in the mainstream. In early 2004, he highlighted the awakening Asian giant and impact of the emerging Asian middle classes. In 2005, he warned that the US housing market had reached unsustainable levels of debt. In 2009, he introduced us to a New Reality and that the world was divided between those nations that were submerging and those that were emerging. In 2010, he suggested we needed an IMF (Intergalactic Monetary Fund) to bail out Greece and, in 2011, he analysed the Arab Spring and predicted that authoritarian regimes across the region would dig in and engage in what they do best: repression.

More about Jonathan

Prof Jack Gray, Adjunct Professor of Economics, UTS Business School

Jack is renowned as an entrepreneurial academic and inspirational teacher, with a rare ability to clearly communicate complex abstract ideas in a vigorous, engaging way. After a 20-year academic career, in pure mathematics, mathematical physics, and the history of science and mathematics education, Jack moved from academia to funds management. He was held positions as Executive Director at AMP Asset Management, CIO at SunSuper, one of Australia's largest superannuation funds, and was co-head of of asset allocation at GMO Boston, a privately held global investment firm.

Jack has published widely in both academic and practitioner journals, and is currently an Adjunct Professor of Finance at the Paul Woolley Centre for Capital Markets Dysfunctionality at the University of Technology, Sydney and Director and Special Advisor of Brookvine, a specialist adviser on alternative assets. Jack is a member of the Research Committee of the International Centre for Pension Management, University of Toronto, and a member of the Advisory Board of the Centre for Mathematical and Statistical Complexity, University of Melbourne. He is one of Australia's Special Representatives for the UN High Commissioner for Refugees.

Hon. Dr Pippa Malmgren, President & Founder, Principalis Asset Management

In short, Pippa helps companies, investors and policymakers better understand how risk and prices will move across the economic landscape.

Pippa served as financial market advisor in the White House and on the National Economic Council from 2001-2002, where she was responsible for financial market issues. She served as Deputy Head of Global Strategy at UBS and the Chief Currency Strategist for Bankers Trust, and headed the Global Investment Management business for Bankers Trust in Asia. Pippa has a B.A. from Mount Vernon College and an M.Sc. and Ph.D. from the London School of Economics. She completed the Harvard Program on National Security.

In 2000, the World Economic Forum named Dr. Malmgren a Global Leader for Tomorrow. She is also a member of the Council on Foreign Relations, Chatham House, the Economic Club of New York and the Institute for International Strategic Security. In 2013, she was the keynote speaker for the London School of Economics graduation ceremony.

In 2009, Pippa founded DRPM Group. Her aim is to help companies, investors and policymakers better understand how risk and prices will move across the economic landscape.

More about Pippa

Nicholas Bullman, Founder, CheckRisk

Nick is a highly experienced investment professional who understands real investment risk. He has over 25 year's experience in investment management, including managing investments in the hedge funds and fund-of-funds business. He is a guest lecturer on risk at the Chartered Institute of Securities and Investment and for the MBA program at University of Bath School of Management. He is also a former non-executive director of Zurich Bank, part of the Zurich Financial Services Group. He was one of the founding partners of TIR Holdings, an international, institutional equity broker that was ultimately sold to E-TRADE Group in 1999. In 2000, Nick bought back from E-TRADE and managed Investor Select Advisors, a global fund-of-fund hedge funds business which at its peak had $890m in client assets and offices in London, New York, Hong Kong, Tokyo, Melbourne and Geneva.

Nick is also a guest lecturer on risk at the University of Bath, School of Management, he is a regular contributor to The Financial Times, Reuters and the Newstalk Breakfast Programme.

Much of the proprietary risk management methodology that was applied in the management of the fund is a cornerstone to the system for pre-investment risk analysis that is now applied and under continuous development by CheckRisk. Nick holds a BBA in International Business and Finance from George Washington University.

More about Nick

 

Dr. Horace "Woody" Brock, President, Strategic Economic Decisions

As the founder and president of Strategic Economic Decisions, a renowned economic think tank, Dr. Brock has spent more than 25 years counseling global corporations and other institutions who benefit from his in-depth analysis of ongoing structural changes in the global economy. In its research, SED has focused on apprehending ongoing structural changes in the economy and markets to help clients avoid the pitfalls of illegitimately extrapolating the past into the future.

He has a B.A., a M.B.A., and a M.S. from Harvard, and a M.A. and Ph.D. from Princeton University. As well as regular speaking engagements with audiences such as the World Economic Forum and the CIA. He authors SED's own highly regarded periodic publications, and appears in regular webinars. Woody is the author of a series of Op-Ed pieces in the New York Times and the International Herald Tribune.

Woody has worked closely with Professor Mordecai Kurz of Stanford University in developing the new theory of Rational Beliefs that is now replacing the classical theory of "Efficient Markets."

More about Woody

 

Dr. Oliver Marc Hartwich, Executive Director, The New Zealand Initiative

Oliver is an economist and prominent media commentator who has spent recent years working predominantly in think tanks such as Policy Exchange, and the Centre for Independent Studies. In 2004 Oliver worked as an adviser to Lord Oakeshott in the British House of Lords, during which time he authored several influential reports on housing and planning policy, with some proposals taken up by the UK government.

During his time in Australia with the Centre for Independent Studies, he became known as a media commentator on the European debt crisis and his popular weekly column for Melbourne-based online magazine Business Spectator.

In 2012 he was appointed the first Executive Director of The New Zealand Initiative and the New Zealand Business Roundtable.

Oliver is a member of the Mont Pelerin Society, the Economic Society of Australia, the Foreign Correspondents' Association, and the German journalistic network Die Achse des Guten.

More about Oliver

Become a Member

Becoming a PortfolioConstruction Forum Member is quick and complimentary.

Once you've registered using the link below or on the right, we'll email you a Member name and password, so you can access the plethora of Perspectives and the content rich Conference Resources Kit and Markets Summit Resources Kit.

And then, each week, we'll email you our Forum Fodder e-newsletter, highlighting what's new on PortfolioConstruction.com.au and keeping you up-to-date about our upcoming programs.

Become a Member

 


 

 

 

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