Finology Summit 2022 - Debating biases, beliefs and behaviours in portfolios!
Finology Summit 2022 will help you better identify and understand how investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.
This year’s Faculty includes:
- Adam Ferrier, Founder of multi-award winning, independent creative agency, Thinkerbell (Sydney) and one of the leading consumer psychologists in Australia, and an authority on behavioural economics;
- Dafna Eylon, PhD, President of Eylon Associates (Israel) and a former Senior Fellow at Wharton who specialises in developing senior executives and management teams to enhance leadership and organisational effectiveness
- Jason Andriessen, CFP, Consulting Partner of research and data analytics consultancy, MYMAVINS (Sydney) and an expert in Australian’s views on retirement and drivers of life satisfaction;
- Debbie Haski-Leventhal, PhD, Professor at Macquarie University (Sydney) and an expert on corporate social responsibility (CSR), responsible management education (RME) and volunteerism; and,
- Herman Brodie, Founder of Prospecta (Birmingham) and an expert on educating financial services providers in the use of behavioural finance.
We’d welcome you joining us - at our live studio in Sydney, as part of a group at an off-site live site, or via live stream. Register now!
Graham Rich
Dean, Portfolio Construction Forum
QUICKLINKS
Overview Where; When; Aim; Most suited to; CE/CPD; Cost
Register now Registration options; Terms and conditions
Overview
Where: Join us in our live studio, at a live site, or via live stream
Finology Summit 2022 is a full live “hybrid” program. Essentially, “hybrid” means flexible i.e. you choose how and where it best suits you to participate:
1. at our live studio in Sydney with 300 peers
Attend the full program in person - mix and network face-to-face with Faculty and fellow delegates at our live studio at the University of New South Wales campus (Sydney).
2. as part of a group at an off-site live site with a group
Organise a group of your colleagues, or accept an invitation to join a group organised by one of our Faculty Partners, and attend the live broadcast together at an offsite location (e.g. boardroom or hotel meeting room). We have many groups do this around Australia and NZ and it works really well - you can enjoy the continuing education, camaraderie and networking without having to travel.
- If you’d like to get together with others near you at a live site and enjoy the continuing education along with camaraderie and networking, please contact us and we’ll put you in contact with a group near you.
3. at your desk via live stream, wherever you wish - this is a very popular option with many of our members and the backup for any live studio or live site delegate who at the last minute can no longer attend in person.
When: AEDT Tuesday 06 December 2022
Joining us in the live studio?
- Come to: Roundhouse, University of New South Wales, Anzac Parade, Kensington, Sydney. Comprehensive instructions are available at https://www.arc.unsw.edu.au/roundhouse/about/getting-here
- Arrive: AEDT 7.15am-8.00am to check-in (come early to avoid the queue)
- Take your seat: AEDT 8.10am and enjoy the pre-opening from 8.15am
- Starts: AEDT 8.30am sharp
- Ends: AEDT 5.30pm sharp
- Followed by: An informal Networking Reception to AEDT 7.00pm
Attending at a live site or via live stream?
- Come to: Right here on portfolioconstructionforum.edu.au - whether you’re attending at a live site with a group or via live stream at your desk, we’ll send you a link that’s unique to you. (If you’re attending at a live site, you’ll still need this link to join the elective sessions, and also to use the App.)
- Arrive online: AEST 8.00am-8.10am and enjoy the pre-opening from 8:15am
- Starts: AEST 8.30am sharp
- Ends: AEST 5.30m sharp
Aim: Debating biases, beliefs and behaviours in portfolios
Finology Summit 2022 will help you better identify and understand how investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.
Most suited to: All wealth management professionals
Finology Summit is relevant to all wealth professionals because we all have a responsibility to understand how investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore investment outcomes.
It is essential for those whose primary day-to-day role is focused on giving investment advice or supporting those who do, and for portfolio construction Practitioners, by whom we mean those whose PRIMARY day-to-day role is focused within the spectrum of issues involved in designing and building multi-asset, multi-manager investment portfolios (i.e. using but not necessarily limited to managed funds from a range of firms) within a financial advisory, fund research, investment consulting, family office, funds management, superannuation, private fund, endowment fund or investment platform business including:
- investment advisers giving investment advice on multi-manager, multi-asset funds to individual investors;
- fund researchers;
- investment consultants consulting on multi-asset, multi-manager portfolios;
- portfolio managers designing, building and managing multi-manager investment portfolios; and/or,
- members of investment committees that oversee multi-asset, multi-manager portfolios and/or funds.
We also recognise and respect the invaluable role of Advocates and welcome them attending, too.
CE/CPD Accreditation: 7-11 hours
By attending the program in full (at our live studio, a live site or via live stream), you will earn 7 CE hours that can be used to help meet the CE/CPD requirements of 20 governing bodies (regulators, associations and institutes) - including ASIC, APRA, Legislated, FMA, AFA, FPA and CIMA® CE/CPD requirements, to name just a few.
After the live program, you can earn further CE hours by “attending” (online on-demand) the Special Interests Forum (elective) sessions you didn’t get to attend at the live program.
Cost (Practitioners): Live studio A$295+GST / Live stream A$245+GST
Strategies Conference is exceptional value for money for Practitioners, as defined below. Of course, the registration fee differs depending on whether you join us in the live studio or via live stream.
- Live studio: A$295+GST Register below
Attend the full program in person - mix and network face-to-face with Faculty and fellow delegates at our live studio at the University of New South Wales campus (Sydney).- Live stream: A$245+GST Register below
Attend the program via live stream at your desk from wherever you wish.
We also welcome Advocates attending and have a range of registration options available. For more information, please contact us.
About the program
Established in 2016, Portfolio Construction Forum Finology Summit 2022 is THE behavioural finance program of the year. It will help you better identify and understand how investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.
The program is designed and curated by our specialist, experienced and independent team and features an exceptional Faculty of experts from around the world, each offering their best high conviction insights on investing biases, beliefs and behaviours and the investment implications.
Knowledge Domain: Finology
The Forum’s subject matter focus is on five Knowledge Domains – Philosophy, Markets, Strategies, Investing and Finology. As its name implies, Strategies Conference is focussed primarily on our “Finology” knowledge domain.
Finology - understanding and managing the “human factors” – biases, beliefs and behaviours - in portfolio construction
Program structure: An integrated learning program
Like all our continuing education programs, Finology Summit is an integrated learning program with preparation, participation and review.
Before - Prepare
To maximise learning, you are 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.
During - Participate
The one-day program is designed and curated by our specialist, experienced and independent team. It is comprised of the 5.5-hour Critical Issues Forum (plenary) program and 1.33-hour Special Interests Forum (elective) program. In these, our exceptional Faculty of experts from around the world offer their best high conviction insights on investing biases, beliefs and behaviours and the investment implications in the context of the program theme, “Behavioural FINance & investor psychOLOGY - understanding the investor mindset”.
It’s not just a talk-fest. You are challenged to decide whether you agree or disagree with each high conviction thesis presented, which ones you’ll investigate further, and which you’ll put into practice when building investor portfolios.
The full program will be available soon. Meanwhile, check out the Finology Summit 2021 sessions on demand.
After - Review
After the live program, your learning continues. All the presentations are available for on-demand viewing – a page per presentation featuring the sync’d video and slides, podcast, presentation slides and paper(s). You can revisit the sessions you attended, “attend” the Special Interests Forum (elective) sessions you didn’t catch at the live program (and earn further CE hours), and review your key takeouts and the portfolio construction implications to determine actions to take to build better quality investor portfolios.
Meet the Faculty: Experts from around the world
The program is designed and curated by our specialist, experienced and independent team and features an exceptional Faculty of experts from around the world, each offering their best high conviction insights on investing biases, beliefs and behaviours and the investment implications.
In order of appearance
Graham Rich, Dean, Portfolio Construction Forum (Sydney)
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 NZ in 1975. In 1983, he established his own business delivering funds research and financial advice professional development services. After initially adding Morningstar as a minority shareholder in his fund research business in 1999, he continued to develop it for several years, before selling the rest of the fund research business to Morningstar. In 2002, Graham established Portfolio Construction Forum. Based out of Sydney, Portfolio Construction Forum is recognised as the leading provider of specialist, independent, investment continuing education, accreditation and certification service for the community of Australian and NZ wealth management professionals. Portfolio Construction Forum is CIMA Society of Australia’s strategic partner in the management and delivery of CIMA certification and accredited continuing education services. In 2019, the Forum assumed responsibility for the Secretariat office of CIMA Society of Australia, with Graham as Executive Officer. Graham has been a Board Member of The Wayside Chapel since 2013. Graham strongly believes that his business life reflects Wayside’s mission of no ‘us and them’. His work aims to contribute to the financial wellbeing of Australians, while recognising the responsibility all of those who are more fortunate have for those who are less fortunate in our society.
Adam Ferrier, Founder, Thinkerbell (Sydney)
Adam is one of the leading consumer psychologists in Australia, and an authority on behavioural economics. He is the founder of Thinkerbell, a multi-award winning, independent creative agency that brings together marketing science and hard core creativity. Adam sits on the boards of TRIBE (social influence), the Public Interest Journalism Initiative (PIJI), and Good Thnx. He’s the author of The Advertising Effect and ‘Stop Listening to the Customer: Try hearing your brand instead’, part of The Australian Creatives’ ‘Power 20’; and a regular on the Gruen Transfer, 7’s Sunrise, and 10’s The Project. He writes for TIME, The Australian, Mumbrella, B&T, Fast Company, The Guardian and the Wall Street Journal.
Adam holds a Bachelor of Commerce (Marketing) and a Bachelor of Arts (Psychology) from Murdoch University, and a Masters of Clinical Psychology from University of Western Sydney.
Dafna Eylon, PhD, President, Eylon Associates (Israel)
Dafna specialises in developing senior executives and management teams to enhance leadership and organisational effectiveness. She has taught at Wharton’s Aresty Institute for Executive Education at the University of Pennsylvania, and is a former Senior Fellow at Wharton. She previously served as the F. Carlyle Tiller Chair of Business at the Robins School of Business and Associate Professor of Psychology at the University of Richmond. Dafna has extensive experience in organisational consulting and executive coaching and works with global clients across multiple industries including Deloitte, FAO United Nations, IBM, General Electric, Merrill Lynch, Organization for Economic Co-operation and Development (OECD), and the World Trade Organization (WTO). She is the recipient of numerous professional awards including the State Council of Higher Education for Virginia Outstanding Faculty Award, and her work has been profiled in the highly regarded multi-disciplinary journal, Science.
Dafna earned her PhD in Organizational Behavior from the University of British Columbia.
Jason Andriessen, CFP, Consulting Partner, MYMAVINS (Sydney)
Jason is a Consulting Partner with MYMAVINS, a research and data analytics consultancy specialising in financial services. He has more than 25 years’ experience in financial services with various roles across research, data science, financial advice, marketing and product management. Most recently, from 2018 to 2021, Jason was a Managing Director and Head of APAC at global research and data analytics insights consultancy, CoreData,
Jason holds a Bachelor of Business (Marketing) from Newcastle University, a Diploma of Financial Planning from Deakin University, and a Masters of Commerce with Distinction from University of Western Sydney. He is a CFP® Professional and a Full Member of The Research Society.
Debbie Haski-Leventhal, PhD, Professor, Macquarie University (Sydney)
Debbie is a Professor of Management at Macquarie Business School and an expert on corporate social responsibility (CSR), responsible management education (RME) and volunteerism. She is an awarded teacher of CSR and Sustainability at the MBA and Global MBA. She is the author of Strategic CSR: A Holistic Approach to Responsible and Sustainable Business (SAGE, 2nd edition 2021), The Purpose-Driven University (Emerald, 2020) and Employee Engagement in Corporate Social Responsibility (SAGE, 2020). She has also published over 60 academic papers and her work was covered by the media, including The New York Times. She is the editor-in-chief of Society and Business Review and sits on the editorial boards of several leading journals.
Debbie holds a Bachelors of Philsophy, Masters of Arts in Non-Profit Management and a PhD in Volunteerism from The Hebrew University of Jerusalem. She completed her post doctoral studies at University of Pennsylvania and University of New South Wales.
Herman Brodie, Founder, Prospecta (Birmingham)
Herman educates and advises professional investors in the use of behavioural finance, helping them improve their individual and group decision-making, their client relationship management, and their asset pricing. In 2013, Herman founded Prospecta, which unites scientists and industry experts to bring the most valuable insights of behavioural economics research to the service of professional decision-makers. He is author of “The Trust Mandate”. Previously, he held investment banking roles in London, Paris and Frankfurt.
Herman holds a BSc in Management Sciences from University of Manchester.
Plus another 15+ exceptional experts from around the world…
The full program will be available soon. Meanwhile, check out the Finology Summit 2021 sessions on demand.
Register now
By registering for Portfolio Construction Forum Finology Summit 2022 (the “Program”), you agree you have read, understood and agree to be bound by our Portfolio Construction Forum Program Terms and Conditions and the following registration inclusions:
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Live studio registration includes: one individual attending the Program on Tuesday 06 December 2022 as part of the main studio audience at UNSW, including morning tea, lunch, afternoon tea and networking drinks in the Cafe with all delegates, as well as online on-demand access to the Program webcasts published after the program. Any costs related to attending the program including but not limited to travel, accommodation, and parking are not included. The registration fee is A$ ex-GST per person.
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Live site and live stream registration includes: one individual attending the Program live online on Tueday 06 December 2022 via the live stream broadcast, as well as online on-demand access to the Program webcasts published after the program. Any costs related to attending the Program, including but not limited to an adequate internet connection to watch the live stream, are not included. The registration fee is A$ ex-GST per person.
Practitioner registration
Before registering using these links, please check whether you meet our Practitioner definition below.
- Live studio: A$295+GST Register now
Mix and network face-to-face with Faculty and fellow delegates by joining us at our studio at the University of New South Wales campus.- Live stream: A$245+GST Register now
Attend at your desk via live stream, from wherever you wish.
Advocate registration options
We also welcome Advocates attending and have a range of registration options available. For more information, please contact us.
Are you a Practitioner or Advocate?
Practitioners
Practitioners are those whose primary day-to-day role is focused within the spectrum of issues involved in designing and building multi-asset, multi-manager investment portfolios (i.e. using but not necessarily limited to managed funds from a range of firms), and who work a financial advisory, fund research, investment consulting, family office, funds management, superannuation, private fund, endowment fund or investment platform business including:
- investment advisers giving investment advice on multi-manager, multi-asset funds to individual investors;
- fund researchers;
- investment consultants consulting on multi-asset, multi-manager portfolios;
- portfolio managers designing, building and managing multi-manager investment portfolios; and/or,
- members of investment committees that oversee multi-asset, multi-manager portfolios and/or funds.
Advocates
If our Practitioner definition (above) doesn’t describe your primary day-to-day role, then you’re an Advocate. Advocates include business and non-investment professionals from any firm. We recognise and respect the invaluable role of Advocates and welcome them attending, too. However to retain a primary focus on Practitioners, we tightly manage to a 5:1 ratio of Practitioners to Advocates attending the program.