The 2007 PortfolioConstruction Conference program again challenged delegates' thinking about how they design and build investor portfolios - and it would have been hard to pick a better time to bring together 500 of Australia's leading portfolio construction professionals. Conference came hard on the heels of the 30 June deadline for post-tax super contributions of up to $1 million - it is possible that as the attendees listened, more cash was waiting to be deployed than at any time in recent history - and then, during conference week, the US subprime meltdown shaved 6% off global equities...

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Our core 13-hour plenary program is totally independent of any commercial arrangement.  It features leading international and local portfolio construction experts and covers four of our five core information categories - Markets, Asset Allocation, Portfolios, and Parameters.

Markets                                                                                                                                      Free to all Members

I've been thinking about... tomorrow's India, the key risks and opportunities
Dr Anand Sethi| MD | Applied Technology Services | India

India remains a mystery to many Westerners, even as it is poised to become the world's third largest economy within a generation. Anand offers his insider's view on India's economic history, and perspectives on its reemergence as an economic superpower.

Markets                                                                                                                                      Free to all Members

I've been thinking about... trends in investment markets
Paul Taylor | Portfolio Manager | Fidelity International | Australia 
Todd Canter | Managing Director | LaSalle Investment Management | USA 
Scott Berg | Portfolio Manager | T.Rowe Price | USA
Dominic McCormick | CIO | Select Asset Management | Australia
Tim Farrelly | Principal | farrelly's | Australia

Our panel of investment specialists presents and debates their long-term forecasts for equity markets, listed property and hedge funds. Throughout this session, delegates used their Gizmos to choose a number of long-term forecasts.

Asset Allocation                                                                                                                     

Let's get thinking about... the long-term asset allocation implications
Tim Farrelly | Principal | farrelly's | Australia

Tim takes the views of the specialists and delegates collected in the "Trends in investment markets" session and models the long-term asset allocation implications - including feeding delegates views into their nominated portfolios so they could see the return implications.
(This was an interactive workshop, and therefore is not available on video, etc - you had to be there!)

Portfolios                                                                                                          Exclusive to Conference Delegates

I've been thinking about... emerging trends in portfolio construction
Bryce James | CEO | Smart Portfolios Inc | USA

Bryce traces the evolution of asset allocation, introducing better measures of risk, return and diversification. He myth-busts the financial community's pre-conceived notions of asset allocation and demonstrates the methodologies he has borrowed from physics and economics to model optimal portfolios at the asset (not asset class) level.

Portfolios                                                                                                          Exclusive to Conference Delegates

The retirement of retirement (and what it means for portfolio construction)
Tomorrow's retirees are going to have very different needs, goals, situations and attitudes - and this is going to require a massive redevelopment of financial planning and portfolio construction tools. In this four-part session, delegates were challenged to reassess their retirement planning models to account for the changing face of retirement...

Part 1:  I've been thinking about... new research into the attitudes and behaviours of tomorrow's retirees
Elizabeth Segers | MD, Market Planning & Development | Putnam Investments | USA
Elizabeth provides insights into the changing face of retirement globally along with new research capturing Australian advisers' experience with their Baby Boomer clients.

Part 2:  I've been thinking about... longevity risk
David Williams | Principal | My Longevity | Australia
David discusses his ground-breaking research into Australian's mortality, and the common misconceptions that are undermining the integrity of their portfolios.   

Part 3:  I've been thinking about... possible solutions to longevity risk
Andrew Robertson| Managing Director| Ingevity | Australia
David discusses his ground-breaking research into Australian's mortality, and the common misconceptions that are undermining the integrity of their portfolios.

Part 4:  Let's get thinking about... what retirement means for portfolio construction
Tim Farrelly | Principal | farrelly's | Australia
Tim takes the current standard retirement model and updates it to take into account the issues identify by our panel of retirement specialists.
(This was an interactive workshop, and therefore is not available on video, etc - you had to be there!)

Portfolios & Parameters                                                                                                           Free to all Members
I've been thinking about... requiem for efficient
Bob Veres | Editor | Inside Information| USA

This session overviews two new and significant contributions to investment theory work that have come out of the US in recent months.

Portfolios                                                                                                          Exclusive to Conference Delegates

I've been thinking about... identifying real skill and behavioural weaknesses in active management
Allesandro Lunghi | Director of Consulting | Inalytics | UK

Allesandro explains Inalytics' ground-breaking research into the Disposition Effect, the theory academics use to explain professional investors’ propensity to hold on to underperformers ands sell their winners.

Portfolios                                                                                                                                   Free to all Members

Let's get thinking about... managing credit risk in a portfolio
Tim Farrelly | Principal | farrellys | Australia

If you invest even a small proportion of your portfolios in non-Investment Grade fixed income securities, you will from time to time experience a default – it’s an issue of when (and how much), rather than if. This session shows you a simple method to better manage credit risk in your portfolios.

Market,s Asset Allocation, Portfolios, Parameters                                                                 Free to all Members
I've been thinking about... my key takeouts
Bob Veres | Editor | Inside Information | USA

Our visiting fellow, Bob Veres, summarises the most important things he's taken from the two-day PortfolioConstruction Conference 2007 program, and the follow up he'd be doing if he was a Practitioner delegate.

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