PortfolioConstruction Forum Symposium |
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facilitating debate on the markets, strategies and investing
From 2017, instead of the two-day Symposium in Auckland each May, our NZ
members have choice across five program days including the one-day, by
invitation-only Masterclass NZ in Auckland in June, for a strictly
limited number of senior investment practitioners. Mark Your Diary! Masterclass NZ 2017 (22 June, Auckland). Meanwhile, enjoy the Symposium 2016 Resources Kit!
Graham Rich, Publisher |
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Symposium 2016
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Facilitating debate on the markets, strategies and investing;
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Symposium 2015
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Facilitating debate on the markets, strategies and investing; The global economy is firing on all cylinders; Desperate central banks are causing Polyanna asset prices; China’s property bubble is set to burst; The patient is out, but the doctor is (all) in; Get used to low interest rates; House prices are a blunder of our governments; Don’t ignore the tech sector for growth investing; Oil price moves are a cyclical risk, adding volatility to markets; Investing in NZ is a big challenge; Portfolio construction implications panel 1 - Markets; NZ is not a rock star economy (will it ever be?); Economic growth is the answer, not the problem; Portfolio construction implications panel 2 - NZ Economy; Asset allocation will dominate portfolio returns in the years ahead; Historic accumulation/decumulation models won’t work in future; Risk and return – not as tight a link as we’ve been taught; Key Takeouts Workshop - The Markets; All is not lost in preserving yield in a low-yield environment; Small Caps are an essential risk diversifier; Engaging NZ companies on governance will improve outcomes; NZ fixed interest – picking the highest yield is not enough; Multi-manager global equity portfolios needn’t be low active share; Harness India's growth by investing before the crowd; Key Takeouts Workshop - Strategies & Investing; Portfolio construction of the future will focus on 3 risk buckets; Stress testing for DIMS; Mastering your Key Takeouts and professional positioning. |
Symposium 2014
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Challenging your portfolio construction beliefs; What a wonderful world - around the world in 60 minutes; The Great Unwind; Capitalism: Bruised but still champion; Is regulation good or bad for investment markets?; Implementing the modern portfolio - in theory & in practice; Has behavioural finance made us better (investors)?; How to judge the likelihood that a manager will or has added value; Using risk factors to evaluate investments and build portfolios; Developing your investment philosophy; The Great Debate - A multi-dimensional view of portfolio risk; Where investing meets investors - constructing portfolios using buckets, diversifying human and financial capital, and the Withdrawal Policy Statement; As global markets calm, be ever mindful of the risks; US will surprise on the upside; The risk tolerance paradox; Popping the bonnet on central banks; Investing in global bonds - a smarter way; and, Valuations matter – the effect on portfolio risk and return outcomes. |
Symposium 2013
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Building portfolios in a brave new world - Huxley Redux; Climbing the mother of all walls – stay positive; Winning by not losing – defensive equity strategies; Boomers, herding, denial and zeitgeist; ETFs – the top 5 portfolio strategy considerations; Rethinking bond investment in an uncertain world; Perspectives on blending active and index products; An all-encompassing approach to emerging markets; Diversification – when it works, when it doesn’t; A risk parity approach to building portfolios; The outlook for global economic risk; Australasia in the Pacific Century; Capital preservation in a rising interest rate environment; What does an elevated Equity Risk Premium mean for investing?; The way forward for NZ listed property; Meeting the longevity challenge; Understanding retirement sequencing risk; Portfolio construction key takeouts panel. |
Symposium 2012 |
The world economy at a crossroads; Portfolio construction 2.0; Direct vs managed debt portfolios; Building better active global shares portfolios; If you are taking extra risk, make sure you are being paid for it; To hedge or not to hedge; Global investment markets outlook - investing through the seasons; A risk premium approach to strategic asset allocation; Infrastructure investing through the macroeconomic cycle; Passive versus active equity portfolios; Building portfolios in the real world. |
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