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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. |
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Critical Issues Forum & Due Diligence Forum
program |
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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)
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Gregor
Andrade, Principal, AQR Capital Management (Boston)
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Hamish
Douglass, MD, Magellan Financial Group (Sydney)
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Chris Selth, CIO, Five Oceans Asset Management (Sydney)
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Chris Watling, CEO, Longview Economics (London)
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Tim Farrelly, Principal, farrelly’s Proactive Asset
Allocation (Sydney) |
Resources > |
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DDF 1
All Members |
Investing |
Property
The prophecy of property
- Dr Frank Wolf, Managing Director, Abacus Property
Group |
Resources > |
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Strategies
| Au Equities
The equities piece of the post-retirement
puzzle
- Rudi Minbatiwala, Sr PM, Colonial
First State GAM |
Resources > |
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Markets |
Global Equities
How to capture the full potential of
emerging market growth
-
Scott Berg, Portfolio Manager, T. Rowe Price |
Resources > |
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Investing | Alternatives
It’s not all alpha - identification of
hedge fund risk premia
-
Dr Gregor Andrade, Principal, AQR Capital Management |
Resources > |
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Strategies | Strategies
A scenarios approach to asset allocation
-
Dr Susan Gosling, Head of Investments, MLC |
Resources > |
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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 |
Resources > |
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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 |
Resources > |
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Investing | Global Equities
International investing: Improving
returns by managing risk
-
Chris Selth, CIO and Lead PM, Five Oceans Asset Mgmt |
Resources > |
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Markets | Alternatives
Infrastructure investing through the
macroeconomic cycle
-
Nick Langley, Co-Founder, RARE Infrastructure |
Resources > |
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Strategies | Strategies
What to do when good beta goes bad
- Joe Bracken, Head of Macro
Strategies, BT Investment Mgmt |
Resources > |
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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) |
Resources >
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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) |
Resources > |
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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 |
Resources >
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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 |
Resources >
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CIF 4.2
All Members |
Markets & Strategies
The 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) |
Resources >
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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) |
Resources >
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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 |
Resources >
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Investing
| Au Equities
Investing in small caps - why the macro
view is important
- Michael Besley, Portfolio
Manager, Ellerston Capital |
Resources > |
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Markets |
Global Equities
Rising inflation will impact portfolios
– what are you doing about it?
- Hamish Douglass, MD, Magellan
Financial Group |
Resources > |
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Markets | Alternatives
Commodities - a diverse and complex
asset class
- Ajay Jain, Head of Portfolio
Engineering, Barclays Capital |
Resources > |
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Strategies | Strategies
Turning the dial - how to sensibly move
away from the cash crutch
- Greg Cooper, CEO, Schroders |
Resources > |
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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 |
Resources > |
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Investing
| Au Equities
Concentrated funds - are they too active
and risky?
- Robert Tucker, PM, & Robert
Hook, Dir & PM, SG Hiscock |
Resources > |
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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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Resources > |
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Strategies | Alternatives
Downside protection: using hybrid
infrastructure portfolios
- Greg Maclean, Head Rsh
Infrastructure, AMP Capital |
Resources > |
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Strategies | Strategies
Constructing an alternatives portfolio
- Nicole Connolly, Dir Alt Inv
Australasia, Russell Investments |
Resources > |
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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 |
Resources >
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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 |
Resources > |
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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 |
Resources > |
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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 |
Resources > |
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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 |
Resources > |
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