7.30am

Arrival, pick up Conference packs, and get seated

 8.30am

Keynote                                                                               Portfolios

Ken Solow
Chief Investment Officer | Pinnacle Advisory Group
Maryland, US

Inquisitors
Tim Farrelly
Principal | farrelly's
Angela Ashton
GM - Managed
Investments Research | IWL
Emmanuel Calligeris
CIO | Optimix

"I've been thinking about... emerging trends in portfolio construction"
Each year, we kick off Conference with an overview of emerging portfolio construction trends, from someone from outside our Australian industry. Ken came highly recommended from our US associate, Bob Veres. In Bob's words "Ken is the chief investment officer of a VERY smart private client advisory firm in the US. They've been going through the agonizing process of trying to figure out what responsible investment approach to take with clients in a world where the traditional MPT/MVO paradigm seems to be breaking down... Ken can talk about the things they're looking at, what they know, what they wish they knew, what their options seem to be, what the practical and business implications are... a comprehensive look at the investment challenges and opportunities that one of the best US investment advisory firms is looking at."
This session includes 25 minutes of Q&A by Inquisitors and Delegates.

Ken Solow is a founding partner and Chief Investment Officer for Pinnacle Advisory Group, a private wealth management firm focusing on affluent clients, located in Maryland, US. As Chief Investment Officer, Ken has presided over the firm’s transition from strategic portfolio construction to active management strategies. Most recently, his unique views on portfolio strategy have been published in Financial Planning Magazine, "Test Your Tactical IQ", and in the prestigious Journal of Financial Planning, "Understanding Secular Bear Markets: Concerns and Strategies." Ken is a sought-after speaker on active management strategies in the US investment advisory community. He holds the CFP, CLU, and ChFC designations.

 10.30am

Morning tea in the PortfolioConstruction Cafe

 11.15am

Due Diligence Forum 1

We split into five concurrent streams for our Due Diligence Forum sessions, designed to cover a wide range of portfolio construction topics. Each presents a pre-prepared research paper, written for our 2006 Spring Edition of PortfolioConstruction Journal due out post-Conference. We vet and edit all the research papers to ensure they genuinely add to delegates’ portfolio construction knowledge.

Of Interest (Global fixed interest)
Made your money in equities? Keep your money in bonds!
Has the role of traditional fixed interest managers changed? This session and paper explore why it remains critical to have fixed interest in portfolios, both as a tool to lock in income and also as a defensive play and asks "How do fixed interest managers keep pace with investor demand for greater return in a world where spreads are tight even in what are considered more risky securities?" Finally, it argues that with the prospect of rising inflation, declining GDP and a new Fed Chairman throwing uncertainty into the mix, maybe locking in CPI + 4% isn't a bad thing!
Peter Dorrian | Senior Vice President | PIMCO

Getting Real (Australian LPTs)
Listed property sector – 'Has been' or 'hot property'?
The argument for active management of property securities has never been greater. Predictions of the demise of active management in the LPT sector two years ago were premature. The consolidation led by Westfield also paved the way for new market entrants - resulting in a deeper, broader market universe today. There is now a greater focus on return on equity and cost of capital rather than the accumulation of assets. This session and paper examine the concept that the current diversity in the sector is playing into the hands of active managers who can demonstrate a strong property and equities skill base and argues why LPTs should still be a part of investor's portfolios.
Simon Hedger | Co-Portfolio Manager, Property Securities | Principal Global Investors

Taking Stock (Australia)
Resources: Should I still be listening?
With mining companies around the world doubling in value over the last two years, and energy companies rising well in excess of 60% over that time frame, is it a bubble ready to burst? Is this just another fad or are we seeing a material, sustainable change in global demand conditions? This session and paper investigate why resources still represent an attractive investment proposition, and the best way to incorporate this opportunity into portfolios.
Dr Jo Warner | Snr Portfolio Manager, Global Resources | Colonial First State

Taking Stock (International Diversified)
Global investing in the new world
The global equity benchmark excludes many opportunities as the industrial advantage is shifting to so-called emerging economies. This session and paper examines why it makes sense to structure an investment portfolio that emphasises global themes and relationships, as opposed to geographic regions. It looks at how a thematic approach to investing identifies the major secular, cyclical and structural influences on the world’s stock markets, and how consistency, risk control and diversification are managed.
Bill Barbour | Director, Investment Specialist | Deutsche Asset Management

Alternatively (Infrastructure)
The role of infrastructure in an alternatives portfolio
Infrastructure is rapidly evolving into a global asset class, with institutions setting aside increasing allocations within portfolios to take advantage of its low volatility of returns and low correlation to equity markets. This session and paper examine key infrastructure investment considerations, the risks of investing in infrastructure, valuations, and infrastructure's place and role in a targeted return portfolio.
Andrew Jones | Head of M&A, Infrastructure | Challenger Financial Services

 12.00pm

On the move

 12.10pm

Due Diligence Forum 2

Of Interest (Australian fixed interest)
International bond diversification - still the right strategy?
Over each of the past five years, returns on a diversified international bond portfolio fully hedged back into Australian dollars have well exceeded the return realised on a typical Australian bond portfolio. As a result, many fixed interest mandate clients are looking to increase their allocation towards international bonds. This session and paper examine some of the reasons why international bond portfolios have outperformed their Australian counterparts and asks whether this is likely to continue.
Roger Bridges | Australian Bond Manager | Tyndall

Getting Real (Global LPTs)
Hooray for global listed property but where does it fit?
Where and how does global listed property fit in a diversified portfolio? The natural step has been to split an allocation to it with that to Australian listed property, but there are other alternatives such as substituting a portion of international shares. This session and paper explore these issues, as well as the business of investing globally and how, in the future, we'll view property as a single global asset class.
Richard Shields | Senior Investment Advisor, Property | AMP Capital Investors

Taking Stock (International Diversified)
Global equity investing reassessed
This session and paper examine traditional approaches to buying international equities, highlighting some of the problems with capitalisation-weighted benchmarks, and suggest that replicating a global index may no longer be the optimal solution for those investors with longer-term investment horizons. It looks at some of the new strategies available to capture beta and illustrates how diversification can be used to manage risk for investors in a less constrained portfolio.
Lucas Weatherill | Head of Strategic Solutions, Asia | Schroders

Taking Stock (International Specialty)
The impact of emerging markets in the search for global alpha
The search for global alpha should include developing economies on several levels. Recently, the role of emerging markets in the global food chain for the manufacturing and distribution of products and services has significantly increased. Investors monitoring this shift can find valuable information that could potentially drive stock prices of companies in different parts of the chain. This information may not be visible when viewed discretely from an individual country, or even continent standpoint, and it provides global investors with a distinct advantage.
Pedro Marcal | Snr Vice President & Portfolio Mgr, Global Equities | Nicholas Applegate - brought to you by Allianz Global Investors

Alternatively (Commodities)
Capturing the global commodities boom without the bust
Global economic growth in Asia has produced unprecedented demand for commodities… and opportunity for investors. But what's the best way to get set, short of shifting to Shanghai and playing the metals exchange? Shares have been the traditional way of capturing this investment opportunity, but they are limited and have their own inherent risks. Primary exposure – through the commodities themselves – is emerging as a new way of offering participation in this new cycle of global growth. This session and paper discuss how the blending of commodity-based risk wrapped index exposures into a diversified portfolio of assets will provide alternatives to traditional investment opportunities.
Brett Dobeson | Associate Director | GoldLink

 12.55pm

Lunch in the PortfolioConstruction Cafe

 2.05pm

'Best of' Due Diligence Forum

During lunch, our Practitioner delegates will be asked to rate the two sessions they've just attended prior to lunch. The five most highly rated Due Diligence Forum sessions will be repeated - ensuring you see a third and 'Best of' Due Diligence Forum.

 2.50pm

On the move

 3.00pm

Keynote                                                                                  Markets

Dr Don Stammer
Independent Economist | Chairman,
Praemium Ltd

Sydney, Australia
 

Inquisitors
Tim Farrelly
Principal | farrelly's
Darren Howlin
National Research Manager | PIS
Stephen van Eyk
MD, van Eyk

"I've been thinking about... the potential of the BRIC economies and their impact on our local economy and market"
One of the greatest influences and opportunities for portfolio construction over the coming years will be the emergence of the so-called BRIC economies - Brazil, Russia, India and China. Just as England grew to dominance during the 1800s and the US during the 1900s, this century we’ll see the emergence of the BRIC economies as dominant economic players. Dr Stammer reviews the much-hyped BRIC economies, where they are now and their medium- to long-term potential, relative to other emerging and developed markets, before turning to their impact on the Australian economy and markets.
This session includes 25 minutes of Q&A by Inquisitors and Delegates.

Dr Don Stammer is one of Australia's best known independent economists. In July 2001, Don retired from Deutsche Bank Australia after 20 years as chief economist and director of investment strategy for the bank and its predecessor Bain & Company. Over those two decades, he gave over 9,000 presentations on the economy and investment markets, and was rated highly by business leaders and fund managers for his analysis of the business outlook, trends and opportunities in investment markets. He previously held senior positions with the Reserve Bank of Australia and taught economics and finance at the Australian National University. These days, Don spends the majority of his time as a professional company director and speaker. In addition to his role as non-executive Chairman of recently listed Praemium, a provider online share portfolio management services for accountants and financial advisers, Don is also a non-executive director of ING Private Equity Access Limited and chair of the Australia Korea Foundation, a body set up by the Australian Government to improve mutual understanding between Australia and Korea. 

 4.10pm

Keynote                                                                                  Markets

Dr Xisu Wang
Professor & Independent Consultant
Beijing, China

Inquisitors
Will Burkitt
Head of Investment Research | Skandia
David Thomas
Principal | ThinkGlobal Consulting

! Xisu also features at our Post-Conference Workshop - for more details Click HERE >

"I've been thinking about... the real China - past, present and future - and the key risks."
Arguably the most immediately important of the four
BRIC economies from the perspective of those building
an Australian investor's portfolio, is China. We asked Xisu to give an insider's perspective on the key risks most commonly cited by those considering including China in a portfolio. Xisu explains China's current key social issues and challenges (including managing the transition from rural to urban areas for China's massive population) and the role, attitudes and likely reactions of China's leaders to these issues.
This session includes 20 minutes of Q&A by Delegates.

Brought to you by

Dr Xisu Wang is a remarkable man. He lived his early life under the shadow of the then new Chairman Mao and Communist China. As a young man, realising that China was slowly opening up to the west, Xisu left his position as Associate Professor and Dean of Nanjing University in Beijing and became the first student from mainland China to complete post graduate studies in the US, earning a PhD at Harvard University, followed by an MBA at MIT. Returning to China in the late 1980s, he consulted to and worked with the first western companies to establish businesses in China, including EDS, Unilever and Caradon Electric. Now based in Beijing and still consulting to foreign companies doing business in China, Xisu provides insightful commentary on socio-economic and geo-political issues in China. It's very rare to meet such a personable and knowledgeable individual who can speak with such authority on the evolution and future of China’s place in the world today, from the inside out and the outside in.

 5.15pm

Keynote                                                                                Portfolios

Dr Stephen Wood
Portfolio Strategist |
Russell Investment Group
New York, US

Inquisitors
Tim Farrelly
Principal | farrelly's
Emmanuel Calligeris
CIO | Optimix
Amanda Gillespie
Head of Investment Consulting | Lonsec

"I've been thinking about... issues related to implementing BRIC in a portfolio"
We asked Dr Wood to cover the gamet of issues related to implementing BRIC in a portfolio... What value does BRIC add? Why not just leaving the BRIC decision to your global equity or emerging markets manager? What types of portfolios is a BRIC allocation suitable for, and what allocation is appropriate? How do you make room for BRIC in a portfolio? What are the pros and cons of allocating to BRIC as a block versus allocating to individual BRIC regions? What should you look for in a BRIC fund or regional-specific fund provider? Which approaches have performed well?
This session includes 25 minutes of Q&A by Inquisitors and Delegates.

Dr Stephen Wood conducts research on and acts as an external voice for Russell Investment Group on the economy, capital markets, portfolio strategies as well as investor behavior. Prior to joining Russell in 2005, Steve worked as a senior portfolio strategist with institutional investment clients and gained significant experience with high net worth clients as vice president with Fisher Investments’ private client group in San Francisco. He was a senior equity portfolio strategist at Alliance-Bernstein in New York city, and was that firm's voice on the economy, capital markets, securities research and portfolio management. Steve began his career as a senior research associate and economist for the Milken Institute at the Milken Family Foundations. Before entering the financial services industry, he had extensive academic experience and was a professor in California in the 1990s.

 6.30pm

Cocktail Reception in the PortfolioConstruction Cafe

 7.45pm

PortfolioConstruction Dinner

Mike Masters
Behavioural Specialist & Hypnotist
Auckland, NZ

In response to feedback from Delegates, and to celebrate our 5th PortfolioConstruction Conference, this year we're hosting our first PortfolioConstruction Dinner, immediately following our traditional Cocktail Reception. It will be held in the Pavillion, at the AJC Convention Centre.

The aim is to give you the opportunity to interact further with our speakers and other Practitioners, as well as enjoy an outstanding and entertaining after-dinner presentation.

Featuring... Mike Masters, Behavioural Specialist & Hypnotist
"I've been thinking about... how we behave as investors"
Mike will deliver a light-hearted take on the theories of behavioural finance - we guarantee you'll never forget them!

 10.30pm

Day one finishes

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 7.30am

Breakfast briefing                                                            Parameters

Brian Sweeney
Founder |
Sweeney Research

Melbourne, Australia

The changing face of our seniors in our society - issues and opportunites for the financial service industry.
Brought to you by Australian Seniors Finance

This session and paper examine current seniors' attitudes, concerns, interests and financial needs. Sweeney Research founder Brian Sweeney shares research findings on how our aging population view themselves, their key issues, what they look for in companies they deal with, and the opportunities for business.

This session includes 15 minutes of Delegate Q&A.

 8.15am

On the move

 8.30am

Keynote                                                                    Asset Allocation

Peter Millar

Founder & CIO | Valu-Trac

Orton, Scotland

Inquisitors
Lucas Weatherill
Head of Strategic Solutions, Asia | Schroders
Emmanuel Calligeris
CIO, Optimix
Dr Jerome Lander
Head of Research | van Eyk

"I've been thinking about... why country IS relevant when designing and managing a global equities portfolio."
This session examines why it's not correct to ignore country analysis in favour of a sector only (thematic) or stock selection only approach when designing a global equities portfolio.
This session includes 15 minutes of Q&A by Inquisitors.
Peter Millar, CA, ASIP, oversees all aspects of Valu-Trac's operation and ultimately determines the company’s priorities, structure and resources. Based in Scotland, he both runs Valu-Trac and also oversees the Research operation. Research into the Valu-Trac processes and into potential enhancements is an on-going effort that is performed by the Research team in Scotland as well as with Peter Hart in London. The global sale of Valu-Trac's Research Product is undertaken exclusively by the New York-based ISI Group, one of the largest independent broking groups in the USA and run by Ed Hyman, a top ranked economist over the past three decades. Peter supports the ISI marketing effort particularly in the USA and he also maintains a number of key Valu-Trac client relationships world wide, with a particular emphasis on the Middle East.

 9.25am

Implementation workshop                                       Asset Allocation

Tim Farrelly
Principal | farrelly's
Sydney, Australia

Inquisitors
Darren Howlin
National Research Manager | PIS
Jody Fitzgerald
Investment Research Manager | Skandia

"I've been thinking about... can you do you own country allocations for an international portfolio?"
Research houses have traditionally shied away from providing subscribers with methodologies and asset allocation models encorporating regional tilts - until now. We asked Tim Farrelly, principal of specialist asset allocation research house, farrelly's, to provide delegates with a robust methodology to do just that.
This session includes 15 minutes of Q&A by Inquisitors and Delegates.

Tim Farrelly is one of Australasia's foremost experts on asset allocation. In 2004, he established farrelly's, the first (and still the only) research house dedicated solely to asset allocation research in Australasia. Prior to founding farrelly's in 2004, Tim was an Executive Director of Macquarie Bank Ltd, and Director of Macquarie Investment Management Ltd. At various times during his 14 years at Macquarie, he sat on the Asset Allocation and Risk Committees, and was responsible for distribution of the Bank's products through independent financial planners and stockbrokers. While at Macquarie, Tim was responsible for the Long-Term Forecasting program which in 2000 foreshadowed the bearmarket in US equities. Tim has a MBA (Distinction) from the Harvard Business School and a Bachelor of Engineering (Met) from the University of Melbourne. He is a member of the Portfolio Construction Journal Editorial Board. 

 10.30am

Morning tea in the PortfolioConstruction Cafe

 11.15am

Due Diligence Forum 3

We again split into five concurrent streams for our Due Diligence Forum sessions, designed to cover a wide range of portfolio construction topics. Each presents a pre-prepared research paper, written for our 2006 Spring Edition of PortfolioConstruction Journal due out post-Conference. We vet and edit all the research papers to ensure they genuinely add to delegates’ portfolio construction knowledge.

Of Interest (Structured Credit)
Credit Linked Assets - how to harness credit risk and deliver stable returns for investors
This session and paper explore the different underlying assets used in structured credit transactions, and the key characteristics and structures that can be used to deliver both income and growth solutions for investors. The mechanics of leverage as it applies to these structures is also discussed, including how best to set leverage levels across the different asset classes.
Peter Lucas | Executive Director | Macquarie Bank

Getting Real (Direct property)
Getting real about property investing
This session and paper examine balancing liquidity, income, valuation, risk and diversification objectives in building property portfolios, and the key questions currently confronting Australian investors - How should investors gain exposure to offshore assets? Which markets provide appropriate income levels? How can direct property be included in a portfolio without sacrificing liquidity? What are the current valuation conditions in markets? - developing and demonstrating the characteristics of an optimal property portfolio.
Sean Murray | Head of Property Securities | Perpetual

Taking Stock (Australia)
The benefits of a high conviction approach
A large number of high conviction or concentrated share funds have been released in recent years, all promising higher returns than traditional funds by focusing on the strongest stock selection ideas of a manager. This session and paper examine the evolution of high conviction funds, looking at why they have been developed, their risk/return characteristics and how they fit into a portfolio. The different types of high conviction funds are discussed and the characteristics of the main high conviction funds in Australia are compared.
Peter Gunning | Investment Strategist | Russell Investment Group

Taking Stock (International Diversified)
It's all about the way you build it!
A market-weighted approach has been the traditional way of constructing international equity portfolios - often because this is the type of benchmark index fund managers are measured against. But is this the best approach? Building market cap-weighted portfolios is not the mantra of all active large-cap equity managers. This session and paper examine an alternative construct for an international equities portfolio which encapsulates a departure from mainstream industry practice and offers potentially greater investment returns and a better way of assessing portfolio performance.
Michael Price | Director of Investment Process & Quantitative Services | ING Investment Management

Taking Stock (International Specialty)
India - All the Raj
It’s not India or China, it's India and China - welcome to Chindia. This session and paper examine why India offers some of the best investment opportunities within emerging markets, and yet it is often overshadowed by China. It argues investors should not limit themselves to one leg of the BRIC/Emerging Markets story, and the session provides an interactive Q&A highlighting the investment case for India and how investors can access this exciting growth story within regional and global emerging markets portfolios.
Adrian Lim | Investment Manager | Aberdeen Asset Management

 12.00pm

On the move

 12.10pm

Due Diligence Forum 4

Of Interest (Hybrids)
Hybrids - why you are getting overpaid to invest
Hybrids have delivered a combination of uncorrelated high returns with low volatility over the past five years. This session and paper explores why, despite some changes in the return equation, their reduced risk and still healthy returns make hybrids one of the most compelling income sub-sectors. It examines in detail some of the benefits of a portfolio of hybrid securities (including the potential for manager alpha) and some of the risks, including the more misunderstood risks and less obvious risks.
Campbell Dawson | Managing Director | Elstree Investment Management

Taking Stock (Australia)
Know your style: capacity in the Australian equity market
In a small, concentrated market like Australian equities, fund capacity is an important consideration for investors. Many external and internal factors affect how large a manager can grow before its ability to generate alpha is jeopardised. However, research is limited and often based on simulated, generalised data. This session and paper addresses issues around capacity, and why the most important factor is the manager's style and the best representation of style is actual performance and trading history.
Simon Elimelakh | Head of Quantitative Analysis | BT Financial Group

Taking Stock (International Diversified)
How to enhance returns by systematically allocating towards high intrinsic value
This session and paper explore why intrinsic value is critical in determining the value of a stock or country, why it's important to go further than stock selection and make investment decisions on a country basis, why positive and negative emotions distort prices and how this can be exploited, and when to allocate to cash.
Tom Cottam | Chairman & Investment Director | Intrinsic Value Investments - brought to you by Equity Trustees

Taking Stock (International Specialty)
An insider's perspective on China's view of the world
Xisu speaks with authority on the evolution and future of China's place in the world today. In this session, he discusses Chinese views on globalisation, foreign investment, power and authority, intellectual property, business ethics, individualism and collectivism, money, work, gender, privacy, the law and regulations.
Dr Xisu Wang | Professor & Consultant | brought to you by Fidelity International

Alternatively (Hedge FOF)
Hedge funds in the modern portfolio
Are hedge funds a passing fad or the new asset class? Since the spectacular blow up of Long Term Capital Management, hedge funds have seldom been out of the news. The darlings of the 2000-03 bear market have once more come under scrutiny as many investors look at apparent dwindling returns and try to assess if there is still value in including hedge funds in portfolios. This session and paper review the impact of institutional investors' on risk and return, the emergence of strategy specific solutions to boost returns, the value of accepting less liquidity, incubator funds - friend or foe, structured products finally coming of age, capacity issues - big is beautiful, and what this all means for investors' approach to portfolio construction today.
Patrick Touhy | Asia Head, Alternative Funds Group | HSBC Private Bank

 12.55pm

Lunch in the PortfolioConstruction Cafe

 1.55pm

'Best of' Due Diligence Forum

During lunch, our Practitioner delegates will be asked to rate the two sessions they've just attended prior to lunch. The five most highly rated Due Diligence Forum sessions will be repeated - ensuring you see a third and 'Best of' Due Diligence Forum.

 2.40pm

On the move

 2.50pm

"Portfolio Hotspots" Implementation workshop                Portfolios

Gregory Smith
CIO | Global Commodities

Researchers Panel

Sidney Chong,
Snr Associate | Mercer Investment Consulting
Angela Ashton
GM - Managed Investment Research | IWL
 

Inquisitors
Tim Farrelly
Principal | farrelly's

"I've been thinking about... what to do about commodities"
Our first "hotspot" discussion kicked off with a 15 minute keynote from Greg on the outlook for commodities. Then, our research house and asset consultant panel members explained their house view on commodities, and whether and how they implement a commodities exposure in their model portfolios.
This session includes 15 minutes of delegate Q&A, led by our chief Inquistior, Tim Farrelly.

Greg Smith is the CIO of Global Commodities Ltd, an Australian-based hedge fund which he established in December 2004. The firm has offices in Australia and Singapore, and uses a quant-based investment model (an index enhancement methodology utilising futures and option strategies)  developed and applied in the commodity futures markets for over 15 years.  Greg has over 25 years' experience in the commodities markets. He began his career in London in 1980 at the International Commodities Clearing House before returning to Australia in 1984 to study. From 1986 to 1990, he was a commodity broker employed by Bain & Company, which evolved into a subsidiary of Deutsche Bank in the late 1980s. There he advised clients on various speculative and hedging strategies that were applied in the commodity futures and options markets using statistically based models. From 1990, he managed funds in commodity markets for US, European and Asian investors as a CTA. In 1999, Greg co-established a commodity funds management company that utilised systematic risk management strategies within a commodity index framework before moving on to establish Global Commodities Limited in late 2004.

 3.40pm

"Portfolio Hotspots" Implementation workshop                Portfolios

David Bell
Head of Hedge Funds | Colonial First State
Sydney, Australia

Researchers Panel

Amanda Gillespie
Head of Investment Consulting | Lonsec
Robert Graham-Smith
Inv Specialist | Select Asset Mgmt

Inquisitors
Tim Farrelly
Principal | farrelly's

"I've been thinking about... what to do about hedge funds"
The return of the Hedge Fund Research HFRX Global Hedge Fund Index for the first six month return for 2006 was just 3.0%. Was this a pruning hedge funds 'had to have'? Or should we change our expectations? Our second "hotspot" began with a 15 minute keynote from David Bell on the outlook for hedge funds. Then our research house and asset consultant panel members explained their house views on hedge funds, and whether and how to implement them in a portfolio.
This session includes 15 minutes of delegate Q&A, led by our chief Inquistior, Tim Farrelly.

David Bell is responsible for all aspects of Colonial First State's hedge fund business, including investment management, managing the hedge fund analysts, and managing the relationship with the consultant, Harcourt Investment Consulting AG. He has been with the hedge funds team since its inception, starting as a Senior Investment Analyst, during which he spent seven months on secondment with Harcourt in Zurich, and then as Investment Director. Prior to his involvement in Hedge Funds, David gained comprehensive experience across investment management and treasury businesses.

 4.25pm

Key take outs

Tim Farrelly
Chief Inquisitor
Principal | farrelly's

Ken Solow
Chief Investment Officer | Pinnacle Advisory Group
 

"I've been thinking about... my key take outs"
We asked our Chief Inquisitor to summarise the most important things he took from the two day program. Our opening keynote speaker, Ken Solow, also contributed his perspective as an outsider.
This session includes 15 minutes of delegate Q&A.

 5.15pm

Keynote                                                                            Parameters

Ross Dawson,
Futurist

Sydney, Australia

"I've been thinking about... where to from here"
After 13 hours of plenary sessions, and 4.5 hours of Due Diligence Forums focused on the nitty gritty of portfolio construction, our closing keynote pulled back to the really big picture, looking ahead 10 to 20 years, and identifying the big political, social and economic trends.

Ross Dawson is a world-renowned futurist, author, speaker, and CEO of international consulting firm Advanced Human Technologies. He is author of the widely acclaimed book Living Networks, published by Financial Times/ Prentice Hall, and the bestseller Developing Knowledge–Based Client Relationships, which remained at #1 on Amazon.com from Australia for two months after its release. Based in Sydney, his numerous speaking engagements have covered five continents in the last year, and global media appearances including CNN, Bloomberg TV, SkyNews, European Business Network, and Channel News Asia. Ross's clients include American Express, AMP, AXA, Austrade, BNP Paribas, Commonwealth Bank, Deloitte Touche Tohmatsu, Deutsche Bank, Ernst & Young, Freehills, IBM, KPMG, Lend Lease, Merrill Lynch, Macquarie Bank, Microsoft, Optus, PricewaterhouseCoopers, and other leading organisations. He has run executive programs and lectured at numerous academic institutions around the world, and is on the advisory board of the US–based Business Development Inst