2011 Conference - Resources Kit

For a long time, practitioners could devote themselves to company financials and valuations, with 'set and forget' asset allocation models. But then along came the biggest macro economic shock in more than a generation - suddenly, macro mattered and the challenge was to position portfolios around the world's macro economic risks and opportunities.

Now the challenge (and opportunity) is to combine these two ways of thinking - to position portfolios to benefit from positive long-term macro opportunities while avoiding the macro risks that might derail portfolios in the shorter term AND then carefully select securities in which to invest.

Conference helped delegates better understand the key macro AND micro issues and what they mean for investor portfolios - so they can successfully navigate through the woods AND the trees.

 

Critical Issues Forum & Due Diligence Forum program

CIF 1
All Members

Markets & Strategies
The woods AND the trees
The key macro AND micro issues we cannot afford to lose sight of in constructing portfolios in these volatile times...
- Dr Woody Brock, President, Strategic Economic Decisions (Boston)
- Alan Brown, Global CIO, Schroders (London)
- Gregor Andrade
, Principal, AQR Capital Management (Boston)
- Hamish Douglass
, MD, Magellan Financial Group (Sydney)
- Chris Selth
, CIO, Five Oceans Asset Management (Sydney)
- Chris Watling
, CEO, Longview Economics (London)
- Tim Farrelly
, Principal, farrelly’s Proactive Asset Allocation (Sydney)

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DDF 1
All Members

Investing | Property
The prophecy of property
- Dr Frank Wolf, Managing Director, Abacus Property Group

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Strategies | Au Equities
The equities piece of the post-retirement puzzle
- Rudi Minbatiwala, Sr PM, Colonial First State GAM

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Markets | Global Equities
How to capture the full potential of emerging market growth
- Scott Berg, Portfolio Manager, T. Rowe Price

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Investing | Alternatives
It’s not all alpha - identification of hedge fund risk premia
- Dr Gregor Andrade, Principal, AQR Capital Management

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Strategies | Strategies
A scenarios approach to asset allocation
- Dr Susan Gosling, Head of Investments, MLC

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DDF 2
All Members

Markets | Debt
Deep in the woods?  How will clients deal with ‘new normal’ returns?
- Rob Mead, MD/Head of PM, Au & Asia Pac Credit, PIMCO

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Investing | Au Equities
The economic costs of short-termism
- Dr Manny Pohl, CEO/MD, Hyperion Asset Management            
Editor's Pick Award 2011 for best DDF Research Paper

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Investing | Global Equities
International investing: Improving returns by managing risk

- Chris Selth, CIO and Lead PM, Five Oceans Asset Mgmt

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Markets | Alternatives
Infrastructure investing through the macroeconomic cycle
- Nick Langley, Co-Founder, RARE Infrastructure

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Strategies | Strategies
What to do when good beta goes bad
- Joe Bracken, Head of Macro Strategies, BT Investment Mgmt

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CIF 2
All Members

Strategies
Modern portfolio construction
The new trends underway in portfolio construction, and a new and robust framework to understand the opportunities for value creation in portfolios...
- Michael E. Kitces, Rsh Dir, Pinnacle Advisory Group (Washington DC)

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CIF 3.1
All Members

Investing
Better beta
1. using ETFs in portfolios
Current and emerging applications of ETFs in portfolios, and how they can complement an active approach, plus ...
- Del Stafford, Dir US iShares Product Group, BlackRock (San Francisco)
2. not all ETFs are created equal
The intricacies of ETFs as they move farther and farther away from the cap-weighted, equity funds typical of the Australian ETF market
- Scott Burns
, Director of ETF Analysis, Morningstar (Chicago)

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CIF 3.2
All Members

Investing
Authentic alpha
1. How active IS your active manager?
The appropriate use of active share to measure how active an active fund manager REALLY is.
- Peter Elston, Strategist, Aberdeen Asset Management
2. From active share to alpha generation
Revisiting the case for active management and discusses some of the characteristics that can help discern skill from luck
- Scott Bennett, Portfolio Manager, Russell Investments

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CIF 4.1
All Members

Markets
The woods AND the trees
One of the world’s foremost economic historians discusses what lies ahead - the key macro AND micro issues and what that means for portfolios..
- Professor Niall Ferguson, Laurence A. Tisch Professor of History, Harvard University & William, Ziegler Professor, Harvard Business School

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CIF 4.2
All Members

Markets & Strategies
T
he Chinese dragon - is it politically and socially sustainable?
Why in coming years, China's leaders will struggle to maintain economic growth and the growing expectations of its population...
- Linda Jakobson, East Asia Program Director, Lowy Institute for International Policy (Sydney)

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CIF 4.3
All Members

Markets & Strategies
Global debt and equity markets
How policy and geopolitical events are impacting the challenges and opportunities facing global bond investors, and how practitioners should approach both short- and long-term equity investing...
- Dr Michael Hasenstab, Co-Dir Int’l Bonds, Franklin Templeton (San Mateo)
- Chris Watling, CEO, Longview Economics (London)

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DDF 3
All Members

Markets | Debt
Global vs domestic fixed income - does it really pay to go overseas?
- Vivek Prabhu, PM/Credit Analyst, Perpetual


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Investing  | Au Equities
Investing in small caps - why the macro view is important
- Michael Besley, Portfolio Manager, Ellerston Capital

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Markets | Global Equities
Rising inflation will impact portfolios – what are you doing about it?
- Hamish Douglass, MD, Magellan Financial Group

 
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Markets | Alternatives
Commodities - a diverse and complex asset class
- Ajay Jain, Head of Portfolio Engineering, Barclays Capital

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Strategies | Strategies
Turning the dial - how to sensibly move away from the cash crutch
- Greg Cooper, CEO, Schroders

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DDF 4
All Members

Markets | Debt
Interest rates rising - make sure you get the credit
- Robert da Silva, PM, Principal Global Investors

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Investing  | Au Equities
Concentrated funds - are they too active and risky?
- Robert Tucker, PM, & Robert Hook, Dir & PM, SG Hiscock

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Markets | Global Equities
China’s transformation - the Razor’s edge for Australian investors
- Diane Lin, Fund Manager, Pengana Capital
Delegates' Pick Award 2011 for best DDF Presentation

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Strategies | Alternatives
Downside protection: using hybrid infrastructure portfolios
- Greg Maclean, Head Rsh Infrastructure, AMP Capital

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Strategies | Strategies
Constructing an alternatives portfolio
- Nicole Connolly, Dir Alt Inv Australasia, Russell Investments

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CIF 5.1
All Members

Markets
Implementing emerging markets exposures - Part 1
An exclusive update from the inventor of the BRIC concept on his view of the BRIC economies and the emergence of other growth economies...
- Jim O'Neill, Chairman, Goldman Sachs Asset Management

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Strategies & Investing
Implementing emerging markets exposures - Part 2
Integrating EM exposures in portfolios, including whether an active or passive approach is best, and types of exposures suitable to various client types...
- Amanda Gillespie, General Manager Research, Lonsec

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CIF 5.2
All Members

Investing
The debt component of portfolios
A systematic and practical process for constructing the debt side of portfolios that can add (and be shown to add) considerable value to investors...
- Tim Farrelly, Principal, farrelly's Investment Strategy

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CIF 6
All Members

Markets, Strategies & Investing
My key takeouts
All of the Critical Issues Forum sessions are building blocks for this session which ensures delegates determine their key takeouts, and actions to take when building investor portfolios...
- Chris Watling, CEO, Longview Economics (London)
- Tim Farrely, Principal, farrelly's Investment Strategy (Sydney)
- Selected PortfolioConstruction Forum Academy members

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CIF 7
All Members

Markets & Strategies
The Arab Spring
Where the Middle East is heading in the years to come, and the implications for investment markets...
- Jonathan Pain, Editor, The Pain Report

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