About PortfolioConstruction Forum

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 presents contemporary and emerging portfolio construction info and tools, delivered through four exceptional, interactive professional development programs and a multi-media learning centre.

It is focused on the three pillars for building better quality investor portfolios - markets, strategies and investing - so if you design, build and manage individual investor portfolios, PortfolioConstruction Forum is for you.

Become a Member (with our compliments) to gain access to the site and receive our weekly Forum Fodder e-newsletter.

Graham Rich, Publisher

Who is it suited to?          Why is it different?          Our core beliefs          Our core faculty                     Become a Member

Who is it suited to?

PortfolioConstruction Forum is relevant to all wealth management professionals but in particular portfolio construction practitioners - by that, we mean those who design, build and/or manage investment portfolios (or who must understand how others do so).

Why is it different?

PortfolioConstruction Forum 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.

It presents contemporary and emerging portfolio construction information and tools, delivered through four exceptional, interactive professional development programs and a multi-media resources centre:
1. Conference - an annual 3-day program facilitating debate on the markets, strategies and investing
2. Markets Summit - an annual 1-day program facilitating debate on the outlook for the markets 
3. Academy - an annual series of four one-day seminars advancing portfolio construction knowledge and wisdom
4. Perspectives - a library of research and opinion about the markets, strategies and investing

It is focused on the three pillars for building better quality investor portfolios:
- Markets- understanding key drivers and outlook for the markets;
- Strategies - developing robust strategies to meet defined objectives; and,
- Investing - identifying quality investment solutions and their place in portfolios.

Our core beliefs



Our core faculty

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

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. Prior to founding farrelly's, Tim was an Executive Director of Macquarie Bank Ltd, and Director of Macquarie Investment Management Ltd (MIML). At various times during his 14 years at Macquarie he sat on the MIML Asset Allocation and Risk Committees. He has an MBA (Distinction) from Harvard Business School and a B. Eng(Met).

More about Tim

Michael Kitces, Partner, Pinnacle Advisory Group

Michael has the rare gift of making complex investment and financial planning topics a lot easier for the rest of us to understand. He is Director of Research at Pinnacle Advisory Group, a US-based private wealth management firm that works with over 700 families and manages close to US$1 billion in assets for clients in the US and around the world.

In 2010, Financial Planning magazine labeled him the industry’s “Deep Thinker,” and Investment Advisor magazine recently named him in their top 25 most influential people for advisers. One of the most qualified people you will ever meet (he holds the CFP, CLU and ChFC designations, has a Bachelor of Science in Psychology, a Masters of Science in Financial Services, and a Master's in Taxation to name just a few of his qualifications), Michael presents and writes extensively on a broad range of advanced financial planning topics. His very popular blog, the "Nerd's Eye View" is a rich insight into his analysis and commentary on issues in financial planning.

More about Michael

Jonathan Pain, Editor, The Pain Report

Jonathan brings to life the history, current and future outlook for the global economy. He has 28 years of international investment experience having led teams in London, Bahrain and Australia. Now an independent investment strategist, Jonathan is the author and publisher of The Pain Report, a widely-read investment newsletter providing an independent and global perspective of the financial markets and the world economy

Since 2002, Jonathan has been a regular keynote presenter at PortfolioConstruction Forum's programs, where he has debuted many new investment theses, well ahead of them becoming accepted in the mainstream. In early 2004, he highlighted the awakening Asian giant and impact of the emerging Asian middle classes. In 2005, he warned that the US housing market had reached unsustainable levels of debt. In 2009, he introduced us to a New Reality and that the world was divided between those nations that were submerging and those that were emerging. In 2010, he suggested we needed an IMF (Intergalactic Monetary Fund) to bail out Greece and, in 2011, he analysed the Arab Spring and predicted that authoritarian regimes across the region would dig in and engage in what they do best: repression.

More about Jonathan

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.

Jack 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.

Hon. Dr Pippa Malmgren, President & Founder, Principalis Asset Management

In short, Pippa helps investors better understand how politics, policy and geopolitics will impact the financial markets.

Pippa served as financial market advisor in the White House and on the National Economic Council from 2001-2002, where she was responsible for financial market issues. She founded Malmgren and Company, in London, England on 2000 and was previously the Deputy Head of Global Strategy at UBS and the Chief Currency Strategist for Bankers Trust. She headed the Global Investment Management business for Bankers Trust in Asia. Pippa has a B.A. from Mount Vernon College and an M.Sc. and Ph.D. from the London School of Economics. She completed the Harvard Program on National Security.

In 2000, the World Economic Forum named Dr. Malmgren a Global Leader for Tomorrow. She is also a member of the Council on Foreign Relations, Chatham House, the Economic Club of New York and the Institute for International Strategic Security.

More about Pippa

Nicholas Bullman, Founder, CheckRisk

Nick a highly experienced investment professional who understands real investment risk. He has over 25 year's experience in investment management, including managing investments in the hedge funds and fund-of-funds business. He is a guest lecturer on risk at the Chartered Institute of Securities and Investment and for the MBA program at University of Bath School of Management. He is also a non-executive director of Zurich Bank, part of the Zurich Financial Services Group.

Previously, he was one of the founding partners of TIR Holdings, an international, institutional equity broker that was ultimately sold to E-TRADE Group in 1999. In 2000, Nick bought back from E-TRADE and managed Investor Select Advisors, a global fund-of-fund hedge funds business which at its peak had $890m in client assets and offices in London, New York, Hong Kong, Tokyo, Melbourne and Geneva. Much of the proprietary risk management methodology that was applied in the management of the fund is a cornerstone to the system for pre-investment risk analysis that is now applied and under continuous development by CheckRisk. Nick holds a BBA in International Business and Finance from George Washington University.

More about Nick

Become a Member

Becoming a PortfolioConstruction Forum Member is quick and complimentary.

Once you've registered using the link below or on the right, we'll email you a Member name and password, so you can access the plethora of Perspectives and the content rich Conference Resources Kit and Markets Summit Resources Kit.

And then, each week, we'll email you our Forum 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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