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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 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.
PortfolioConstruction Forum presents contemporary and emerging portfolio
construction information and tools, delivered through four exceptional,
interactive professional development programs:
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Conference > - an annual 3-day
program facilitating debate on the markets, strategies and investing;
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Markets Summit > -an annual
1-day program facilitating
debate on the outlook for the markets;
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Academy > - an annual series of
one-day seminars advancing portfolio construction knowledge and wisdom;
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Perspectives> - a multi-media
library of research and
opinion about markets, strategies and investing
It is focused on the three pillars for building better quality investor
portfolios:
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markets > - understanding key drivers and outlook for the markets;
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strategies > - developing strategies for superior returns while managing
risk; and,
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investing > - identifying quality investment solutions and their place
in portfolios
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If your role includes designing, building and managing individual
investor portfolios, you are a member of an investment committee, or you have a
professional responsibility to understand how portfolio
construction practitioners do this, PortfolioConstruction Forum is for
you.
Becoming a PortfolioConstruction Forum member is quick and free:
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we will email you a Member name and password, so you
can access the plethora of Perspectives and the
content rich Resources Kits for Conference and
Markets Summit; and,
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then, each week, we'll email you our
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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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.
More about Graham >
Contact 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. He has an MBA (Distinction)
from Harvard Business School and a B. Eng(Met).
More about Tim >
Contact Tim >
Chris Watling, CEO & Founder,
Longview Economics
Chris brings an
in-depth knowledge of long-term economic and financial
history, the global economic cycle and structural
trends, as well as strong macro and quantitative views
across all major asset classes and markets.
Longview Economics is an
independent consultancy specialising in macroeconomic,
thematic and commodity research.
More about Chris >
Contact Chris >
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. He 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.
Jonathan Pain, Editor, The Pain Report
Jonathan has 25 years
of international investment experience including Chief
Investment Strategist of HFA asset management, CIO of
Rothschild Australia Asset Management, Head of
Investments at Gulf International Bank in Bahrain and
Chair of the International Asset Allocation Committee at
Paribas Asset Management in London. Now an independent
investment strategist, Jonathan is editor and
publisher of The Pain Report, a widely-read investment
newsletter. He is well known for his contrarian views
and is a regular keynote presenter at
PortfolioConstruction Forum's programs, where over the
years, he has debuted many new investment theses.
More about Jonathan >
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