2018 Investment Management Research Workshop

Now in its 10th year, the annual Investment Management Research Workshop showcases early stage research in the area of investments.

It is an initiative of the Investment Management Research Program which is presented by Portfolio Construction Forum, in collaboration with faculty of the University of Technology Sydney (UTS) Business School. The IMR Program is the successor to the UTS Paul Woolley Centre established in 2007.

The 2018 IMR Workshop boasts a faculty of academic and financial services professionals including Prof Steve Satchell, Prof Tony He, Prof Harry Scheule, Dr Martin Fahy, Tim Farrelly and Aaron Minney, each presenting early stage investment management research for active discussion and feedback.

Registration is strictly limited to just 60 delegates - so don't delay.

Graham Rich                                            Professor Ron Bird
Managing Partner & Dean                     Director - IMR Program
Portfolio Construction Forum                  University of Technology Sydney
 

QUICKLINKS

Overview  When, where, who it's suited to, CE hours

About  Introduction, 2018 Topics & Faculty, About IMR Program

Register  Registration options, terms and conditions

 

OVERVIEW

WHEN

Thursday 12 April 2018
- Arrive by 1.00pm-1.15pm and be seated by 1.20pm
- The program starts at 1.30pm sharp, and ends at 6.00pm
- Followed by complimentary pizza, wine, beer and juices

WHERE

Room 8.003, Level 8 (take the lift)
Dr. Chau Chak Wing Building, University of Technology Sydney
14-28 Ultimo Road, Ultimo, Sydney    
Getting there

Casual parking is available a 2-minute walk away at Wilson Parking, 61 Quay St, Haymarket

MOST SUITED TO

Attendance is restricted to 60 delegates, which at past workshops has been split about one-third academics and two-thirds wealth management professionals. The Workshop is most relevant to:

1. academics who focus on research in funds management (across all asset classes, including real estate); wealth management (particularly investment and superannuation); and, banking (particularly financial intermediation and regulation).

2. investment management analysts - both practitioners and advocates - focused on the spectrum of issues involved in designing and building investment portfolios. This includes those from private wealth management firms, investment research and consulting houses, and funds management, superannuation and investment platform companies.

CE ACCREDITATION: 4.00 CE HOURS

The 2018 IMR Workshop has been assessed and accredited for 4.00 CE hours that can be used to help meet the CE/CPD requirements of 15 regulators, associations, institutes and designations - including ASIC RG104/105/146 CE requirements and CIMA® certificants’ CE commitment.

 

ABOUT THE PROGRAM

INTRODUCTION

Now in its 10th year, the annual Investment Management Research Workshop showcases early stage research in the area of investments to a practitioner and academic audience. The format provides a useful forum for very active communication between attendees and presenters.

The Workshop is a companion program to the 2-day IMR Conference each September.

Both the Workshop and the Conference are initiatives of the Investment Management Research Program which is presented by Portfolio Construction Forum, in collaboration with faculty of the University of Technology Sydney (UTS) Business School. The IMR Program is the successor  to the UTS Paul Woolley Centre established in 2007.

IMR WORKSHOP - TOPICS & FACULTY

The mysteries of minimum-variance investing
- Steve Satchell, PhD, Professor in Discipline of Finance, The University of Sydney Business School

Information diffusion and speed competition
- Tony He, PhD, Professor of Finance, UTS

The impact of loan loss provisioning on bank capital requirements
- Harry Scheule, PhD, Professor of Finance, UTS

Buying En Primeur: The rise of the Grand Cru houses in the private capital markets and implications for investment governance in Australian superannuation funds
- Martin Fahy, PhD, CEO, Association of Superannuation Funds of Australia (ASFA)

The impact of performance measurement without imputation on fund manager and corporate behaviour
- Tim Farrelly, Principal, farrelly's Investment Strategy

Understanding how people spend their money in retirement
- Aaron Minney, CFA, Head of Retirement Income Research, Challenger

ABOUT THE IMR PROGRAM

The Investment Management Research (IMR) Program aims to advance investment management research. It is presented by Portfolio Construction Forum, in collaboration with faculty of the University of Technology Sydney (UTS) Business School. It succeeds the UTS Paul Woolley Centre that was led by UTS Professor Ron Bird since its foundation in 2007 - and Professor Bird continues as a Director of the IMR Program.

The IMR Program is a series of initiatives that give rare opportunity for the full spectrum of investment management analysts – academics, professional investors, consultants, practitioners and advocates – to come together to debate and advance key investment management research issues. 

Specifically, the IMR Program focuses on three topics that are relevant to the Investing knowledge domain...
1. funds management (across all asset classes);
2. wealth management (particularly investment and superannuation); and,
3. banking (particularly financial intermediation and regulation).

... across three core activities:

1. Research:  Commissioned research that furthers the efficiency and effectiveness of investment management;

2. Debate:  IMR Workshop (April) and IMR Conference (October) – investment research presentations and papers from a faculty of academic and practitioner experts;

3. Educate:  Investment Management Analyst Course – core to the global Certified Investment Management Analyst (CIMA) certification program, and fundamental to quality investment management analyst knowledge, skills and expertise.

 

REGISTER

By registering for the 2018 IMR Workshop, you agree you have read, understood and agree to be bound by the Registration Terms and Conditions below.

REGISTRATION OPTIONS

Registration is strictly limited to a maximum of 60 delegates, one third being academics and two-thirds being financial services professionals.

Academics:  complimentary by invitation     Register now
Financial services professionals: A$50.00+GST per person     Sold out - join the wait list

REGISTRATION TERMS & CONDITIONS

Registration for the Program is subject to the standard Portfolio Construction 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 Cancellations policy.

Registration inclusions

Registration includes one individual attending the Program on Thursday 12 April 2018 including afternoon tea and networking drinks as well as membership of portfolioconstructionforum.edu.au and access to the online webcast published after the program. Travel, accommodation and parking are not included.