In an industry awash with conferences, the annual PortfolioConstruction Conference has earned a reputation as THE investment conference of the year.  It will challenge your thinking about how you design and build investor portfolios.

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A singular focus
 

PortfolioConstruction Conference has one focus - debating contemporary and emerging portfolio construction issues. It means the program delves deep, providing continuing education in a core competency area, and meaningful implementation outcomes.

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A firm
emphasis on substance
(not sizzle)
 

PortfolioConstruction Conference is no junket! It's a cram-packed, marathon two days with 18 hours and 30 quality sessions.     

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For all portfolio construction practitioners
 

PortfolioConstruction Conference is for anyone who designs, builds, or manages investment portfolios – dealer group principals and researchers, paraplanners, CFPs, investment advisers, research house analysts and asset consultants, MTM analysts, and super fund trustees and executives. We call them PortfolioConstruction Practitioners.

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A totally independent,
interactive plenary program

A core, 13-hour independent plenary program
Conference is one of three core pillars of the PortfolioConstruction Forum, and another way we bring great portfolio construction content to our Members. So our core 13-hour plenary program is completely independent of any commercial arrangements and is designed by our team of experienced investment analysts, for whom content is king.

Each year, Conference features leading international and local portfolio construction experts - tried and tested for their content and presentation skills (all content is vetted and approved). The plenary program covers four of our five core information categories - Markets, Asset Allocation, Portfolios, and Parameters.

Significant Q&A time lead by our Inquisitors
Rather than accept our presenters' views at face value, our expert Inquisitors lead Q&A time, quizzing speakers to get them to clarify points and defend assumptions implicit in their presentations.

Interactive Gizmo voting/feedback technology
Our Gizmo technology maximises delegates'
interaction with our plenary speakers.

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+ another six Due Diligence Forum sessions

Plus, over the two days, you choose another six 45-minute "Due Diligence Forum" sessions to attend from a menu of 24. These cover a wide range of portfolio construction topics.

Each is focused on a portfolio construction issue and is firmly grounded in an approved research paper our carefully selected faculty of Partners have written for publication in the post-Conference PortfolioConstruction Journal.        Sample Journal >

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A strong focus on implementation

Conference is not just a talk fest. Our key sessions each contain a short Implementation Workshop that clearly establishes how to apply the ideas in portfolios on a day-to-day basis.

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Post-Conference, your learning continues via an online multi-
media library

We video all Plenary sessions, sychronise them with the presenters' slides and create an online multi-media library that's only available to delegates.             View last year's Plenary sessions >

Plus, we audio record all of the Due Diligence Forum sessions, and add them to an online multi-media library of podcasts, papers and presentation slides.                  Listen to last year's DDF sessions >

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Earn 15 to 30+ CPD points

Our commitment to quality educational content has earned a terrific CPD history: 17.25pts in 2007; 15.25pts in 2006; 16.5pts in 2005; 14pts in 2004; 14pts in 2003; and, 13pts in 2002.

This year we're boosting that further via our online Conference library. After Conference, you can listen to the 18 DDF sessions you didn't attend, take the online quiz, and earn an additional CPD points.

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Extensive speaker and peer networking in our relaxed PortfolioConstruction Cafe

A unique 4:1 Practitioner to Partner ratio means you'll have extensive interaction with our international and local investment experts and your Practitioner peers.

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Unequaled value for money

Unlike many conferences, we keep our registration fee at a very reasonable $595+GST Practitioner delegates who came the prior year, and $695+GST(Early Bird) for other Practitioners.

That includes
- the 18-hour two day program of 30+ sessions;
- PortfolioConstruction Cafe drinks (end day 1);
- Breakfast Briefing (morning day 2);
- online multi-media library of all sessions; and,
- 1 year's subscription to the PortfolioConstruction
  Journal and PortfolioConstruction.com.au

Yet PortfolioConstruction Conference is the lowest cost, two-day independent investment conference in Australia.

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Each year, more than 80% of Practitioner delegates rate the PortfolioConstruction Conference
"very good" or better. In addition, in 2006, a stunning 97% of delegates gave Conference an overall rating of "good" or better - some 75% said they'd be back in 2007, and 98% said they would strongly recommend it to others...

"Like a good wine, the Conference gets better each year! Excellent investment of my time for two days..."

"Best industry conference I have been to. I didn't expect to last through two ten-hour days of listening to others speak but it remained interesting throughout..."

"The best conference I have been to. It provided a very professional overview of the issues we need to be addressing in clients portfolios."

"I found it very enlightening and many of the speakers gave me plenty of food for thought on a different level to the usual daily grind."

"Quality and diversity of views was outstanding."

"No doubt, this is the best available conference for those grappling with day-to-day portfolio construction issues."

"The conference is genuinely about portfolio construction and not a guise for product pushing."

"This was one of the best and most useful conferences that I have attended for quite some time."

"Yes, I would come again, and yes, it was marvellous. I don't think I've been to a better constructed or programmed bunch of speakers."

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• 6th Annual PortfolioConstruction Conference - 15/16 August 2007    Click HERE >

• 5th Annual PortfolioConstruction Conference - 23/24 August 2006    Click HERE >

• 4th Annual PortfolioConstruction Conference - 17/18 August 2005    Click HERE >

• 3rd Annual PortfolioConstruction Conference - 18/19 August 2004    Click HERE >

• 2nd Annual PortfolioConstruction Conference - 18/19 August 2003   Click HERE >

• 1st Annual PortfolioConstruction Conference - 07/08 August 2002    Not available

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