Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners.

Plenary speakers

Paul Taylor
Head of Australian Equities, Fidelity International
Todd Canter
MD, LaSalle Investment Management (USA)
Scott Berg
Portfolio Mgr, Int'l Equities, T.Rowe Price (USA)
Dominic McCormick
CIO, Select Asset Management (Australia)
Tim Farrelly
Principal, farrelly's (Australia)

Plenary session summary

This session could not have been more timely. During Conference week, the US subprime meltdown shaved 6% of global equities.

Our panel of investment specialists presents and debates their long-term forecasts for equity markets, listed property and hedge funds.

At the start of this session, delegates chose a portfolio closest to their "normal" balanced portfolio, and throughout the session, after listening to the specialists debate the issues, used the Gizmos to nominate their preference on a number of long-term forecasts - which were then fed into their nominated portfolio so they could see the return implication for their portfolio.

Presentation & download time

Presentation = 1 hour 33 minutes
Podcast file size = 44MB