Conference 2017 - overview & registration

An exceptional tapestry is far more than just the sum of its individual threads, and a masterpiece painting is far more than just the sum of its brush strokes. So too is an investment portfolio far more than just the sum of the many individual investment decisions and strategies that must be made and woven together, based on investment beliefs.

And, unlike the past 35 years when equity and bond prices were boosted by declining inflation and interest rates, and rising corporate profitability, in today’s lower return, increased risk environment, practitioners must take even greater care that every investment decision contributes positively to a portfolio meeting its objectives. Every little bit counts.

Strategies Conference 2017 facilitates debate on a selection of contemporary and emerging portfolio construction strategies, with particular emphasis on how each one contributes to a better quality portfolio. It all adds up!

We'd welcome you joining us!

Graham Rich, Managing Partner & Dean, PortfolioConstruction Forum

Overview
About the program
Program & prep

Register

Overview

Date & times

Wednesday 23 August 2017
-
Arrive 7.15am-7.45am for check-in.
- Take your seat in the Theatre by 8.10am.
- The program starts 8.15am sharp, and ends 5.45pm.
- Followed by a special 15th Birthday Networking Reception to 7.30pm.

Thursday 24 August 2017
-
Arrive 7.15am-7.45am.
- Take your seat in the Theatre by 7.50am.
- The program starts 8.00am sharp, and ends 5.15pm.
- Followed by Networking Drinks to 6.15pm.

Coming from interstate? We strongly recommend you fly in the evening prior - it's a jam-packed program and it's best to be fresh to get the most from it (and flight delays could jeopardise your CE accreditation).

Where

Please note, we have moved our campus for 2017
Come to Carriageworks, 245 Wilson Street, Eveleigh, Sydney

Getting there

Where to stay

There are many quality hotels within a 5-10 minute taxi ride of Carriageworks

Where to stay

Most suited to

Strategies Conference is for portfolio construction Practitioners first and foremost. By that, we mean those who design, build and/or manage investment portfolios (or who must understand how others do so).

About Strategies Conference 2017

PortfolioConstruction Forum Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. Curated and updated around a new theme each August, the jam-packed, live and webcast program features 25+ intensive, objective, interactive sessions and 35+ carefully selected international and local portfolio construction experts debating their best ideas on contemporary and emerging portfolio construction strategies, in the context of the theme "It all adds up!"

Strategies Conference 2017 will challenge and refresh your portfolio construction thinking, giving you meaningful takeouts to apply in practice, to build better quality investor portfolios.

Like all our continuing education programs, Strategies Conference 2017 is an integrated learning program with preparation, participation and review.

Preparation

To maximise your learning, you will be provided with pre-reading aimed at boosting your knowledge and getting you thinking about the issues to be addressed in the program. The preparation is assumed prior knowledge for all delegates.

Participation
 

The two-day program is designed and curated by our specialist, experienced and independent team, and features leading investment thinkers from around the world, offering their best ideas on contemporary and emerging portfolio construction strategies, in the context of the theme "It all adds up!"

The program features the 10-hour plenary style "Critical Issues Forum" program and three hour elective "Due Diligence Forum" sessions, each featuring four electives. You attend all the Critical Issues Forum sessions and three DDF sessions at the program, and afterwards you can "attend" the rest of the DDF sessions via the online webcast (and earn further CE accreditation).

Strategies Conference 2017 program


CE Hours

The live Strategies Conference 2017 will be accredited for 13 CE Hours that can be used to help meet the CE/CPD requirements of 15 regulators, associations, institutes and designations. Please read our CE accreditation policy below.  After the program, a further 9 CE hours can be earned by attending the remaining DDF sessions you didn't catch at the program.

Review

After Strategies Conference, delegates' learning continues. The sessions - presentations, videos, podcasts, and papers – are webcast on PortfolioConstruction.com.au afterwards. 

You can revisit the sessions you attended, "attend" the DDF sessions you didn't catch at the live program (and earn further CE hours), as well as access the support material referred to, and review your key takeouts and portfolio construction implications to determine actions to take to build better quality investor portfolios.

Registration options

By registering for Strategies Conference 2017, you agree you have read, understood and agree to be bound by our Registration Terms and Conditions


All fees are A$ per person

Early Bird
(to 25 Jul 2017)

Late Bird
(from 26 Jul 2017)

Registration link

Practitioners* (please check our definition below)

Standard

$995+GST

$1,095+GST

Register

Practitioner* Group discounts (members of the same business or licensee):

3-7 Practitioners

$945+GST

$1,045+GST

Contact us

8+ Practitioners

$895+GST

$995+GST

Did you attend Strategies Conference in 2016? 
As always, Practitioners who attended Strategies Conference last year are able to register at the 8+ group rate for the equivalent program this year. Contact us for the registration link.

Contact us

Are you an IMCA member?
As IMCA Australia's strategic partner in the management and delivery of CIMA® certification and IMCA member continuing education services, the Forum's live programs are available at concessionary rates for IMCA members.

Please see below for our Practitioner and Advocate definitions. Practitioners who are IMCA members can register at our lowest 8+ group rate (see above). Advocates can register at our lowest Faculty Partner delegate rate. Please contact us for details.

Contact us

Not a Practitioner?
If our Practitioner definition (below) doesn't describe your primary day-to-day role, then you're an Advocate.
Advocates include:

  • investment professionals who are not actively and primarily involved in constructing multi-asset, multi-manager portfolios; and,

  • business/non-investment professionals from any firm.

We recognise and respect the invaluable role of Advocates and welcome them to our programs. We have a range of registration options available for Advocates, so please contact us for details.

Contact us

* What is a Practitioner?

By "Practitioner" we mean those whose PRIMARY day-to-day role is focused within the spectrum of issues involved in designing and building investment portfolios using (but not necessarily limited to) managed funds from a range of firms, including:

  • investment advisers, researchers/analysts and portfolio managers from private wealth management companies;

  • analysts and asset consultants from fund research and fund investment consulting firms;

  • investment professionals (researchers/analysts and portfolio managers) from multi-manager funds management, superannuation, and investment platform companies;

  • trustees, investment committee members and investment professionals of private investment funds (e.g. private corporate super funds, endowment funds, etc); and,

  • investment and finance professionals within corporates, government departments, and universities investing surplus cash, or managing private investment funds.

Registration Terms & Conditions

Registration for the Program is subject to the standard PortfolioConstruction Forum - Program Terms and Conditions. By registering, you agree you have read, understood and agree to be bound by these, including but not limited to the CE policy and cancellation policy.

CE policy

As explained in PortfolioConstruction Forum's CE policy in the PortfolioConstruction Forum - Program Terms and Conditions, to receive CE accreditation, a delegate must attend the Program in full (that is, every session from beginning to end), as evidenced by the delegate responding via the Program App to the many ratings questions asked during the Program.

Registration inclusions

Registration for the PortfolioConstruction Forum Strategies Conference 2017 includes one individual attending the Program on Wednesday 23 August and Thursday 24 August 2017 including morning tea, lunch, afternoon tea and networking drinks on both days as well as PortfolioConstruction.com.au membership and access to the online Strategies Conference 2017 Webcast published after the program. Travel, accommodation and parking are not included.

 

 

 

 

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