We're very pleased to invite you to join us for Portfolio Construction Forum Markets Summit 2019 (February 19) and Finology Summit 2019 (February 20-21), in Sydney, Australia.
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Markets Summit & Finology Summit are two separate, back-to-back programs - attend either or both (for which you'll receive a 20% discount).
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Markets Summit 2019 | The heat is on!
Tuesday, February 19, 2019 | 7.5 to 11.5 CE hrs
Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets (geopolitical, economic and asset class), and the opportunities and risks ahead, on a three- to five-year view, to aid your search for return and in building better quality investor portfolios. More about the program
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Finology Summit 2019 | Investing beliefs, biases & behaviors
Wednesday-Thursday, February 20 & 21, 2019 | 13 to 19 CE hrs
Finology Summit is THE behavioral finance ("fin") and investment psychology ("ology") program of the year. It will help you better understand how our own and other people's different investment beliefs, biases and behaviors around investing, impact on investment markets – and influence portfolio construction philosophy and practices – to help you build better quality investor portfolios. More about the program.
Early bird ends Thursday 24 January 2019 and we expect to sell out as usual - so please don't delay. Register now!
"Why not have a tax-deductible learning experience, meeting and mixing with hundreds of practitioners from around the world and escape the winter in North America?
I'm looking forward to attending the Markets and Finology Summits in Sydney, Australia in February and invite you to join me at the special rates we've negotiated. Use promo code ADP2019 to register for the Markets Summit, Finology Summit or both programs."
-Robert Huebscher
REGISTRATION OPTIONS:
The following Early Bird registration rates are available to international-based individuals only i.e. those who reside outside Australia and/or New Zealand. Australian-based and NZ-based individuals are expressly excluded from this offer. All registrations are subject to the Portfolio Construction Forum Program Terms & Conditions.
REGISTER NOW:
MARKETS SUMMIT 2019 | THE HEAT IS ON!
Markets Summit will help you better understand the key drivers of and outlook for the markets (geopolitical, economic and asset class), and the opportunities and risks ahead, on a three- to five-year view, to aid their search for return and in building better quality investor portfolios.
A decade on from the GFC and global equity and bond markets are once again smouldering.
As developed world central banks continue to wind down their post-GFC unconventional monetary policies, asset valuations are under pressure and the re-emergence of market volatility suggests investors are alert to any developments which might trigger a disorderly sell-off. Simultaneously, portfolio construction practitioners must also navigate an array of potential cyclical, secular and structural threats – inflation and political disfunction in the US, a Chinese financial crisis, a Brexit meltdown, anti-establishment governments in Europe, a stagnating Australian economy, and the financial impact of global warming – many of which have the potential to ignite a market meltdown. The heat is on!
More about the program Markets Summit is THE investment markets scene setter of the year. The blended live and online learning program features 20+ leading investment thinkers - geopolitical specialists, economists, market/asset class experts, and investment strategists – from around the world. Each offers his/her best high conviction ideas on the drivers of and outlook for the markets (geopolitical, economic and asset class), and the opportunities and risks ahead, on a three- to five-year view), in the context of the theme - The heat is on! - and the implications for portfolios.
Who should attend? Markets Summit is relevant to all wealth management professionals who have a responsibility to understand the drivers of and outlook for investment markets. Each year, more than 550 delegates attend the program.
- This includes both institutional and wholesale portfolio construction practitioners as the program is designed with both in mind, and features keynotes and topics relevant to both.
- And, of course, in the new FASEA regime, Markets Summit will help anyone on the Financial Advisor Register meet their “technical” CE requirement.
- We also recognize and respect the invaluable role of Advocates and welcome them attending, too.
More about Markets Summit 2019
FINOLOGY SUMMIT 2019 | INVESTING BELIEFS, BIASES & BEHAVIOURS
Finology Summit 2019 will help you better understand how our own and other people's different beliefs, biases and behaviors about investing, impact investment markets - and influence portfolio construction philosophy and practices - to help you build better quality investor portfolios.
Finology is the emerging (and converging) research field covering the study of minds, customs and behaviors with respect to money. It is a unique mix of behavioral finance (“fin”) and investment psychology (“ology”).
The Forum's particular focus on finology is as it relates to investment portfolio construction, incorporating the relationships between people and money, behavioral economics, and behavior change, to better understand how people's different beliefs, biases and behaviors about investing, impact investment markets and influence portfolio construction philosophy and practices.
More about the program Finology Summit is THE behavioral finance ("fin") and investment psychology ("ology") program of the year. The blended live and online learning program features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas - on the relationships between people and money, behavioral economics and behavior change - and how people's different beliefs, biases and behaviors about investing, impact investment markets and influence portfolio construction philosophy and practices.
Who should attend? Finology Summit is relevant to all wealth management professionals – as we all have a responsibility to understand how our own and other people's different beliefs, biases and behaviors about investing impact investment markets and influence portfolio construction philosophy and practices. Each year, more than 500 delegates attend the program.
- This includes both institutional and wholesale portfolio construction practitioners as the program is designed with both in mind, and features keynotes and topics relevant to both.
- And under the new FASEA regime, behavioral finance is a new key component to the CE requirements of anyone on the Financial Advisor Register.
- We also recognize and respect the invaluable role of Advocates and welcome them attending, too.
More about Finology Summit 2019
WHEN & WHERE
Both Markets Summit and Finology Summit are held at our campus, Carriageworks - Carriageworks, 245 Wilson Street, Eveleigh, Sydney Getting there
Markets Summit 2019 | The heat is on!
- Tuesday 19 February 2019
- Arrive 7.15am-7.45am to check in
- Take your seat in the Theatre by 8.10am
- The program starts at 8.15am sharp, and ends at 5.30pm
- Followed by a Networking Reception to 7.00pm
Finology Summit 2019 | Investing beliefs, biases & behaviors
- Wednesday 20 February 2019
- Arrive 7.15am-7.45am to check in
- Take your seat in the Theatre by 8.10am
- The program starts at 8.15am sharp, and ends at 5.30pm
- Followed by a Networking Reception to 7.00pm
- Thursday 21 February 2019
- Arrive 7.15am-7.30am to check in
- Take your seat in the Theatre by 7.40am
- The program starts at 7.45am sharp, and ends at 3.30pm
- Followed by afternoon tea to 4.00pm
Coming from interstate? We strongly recommend you fly in the evening prior - we start early and it's best to be fresh to get the most from the programs (and flight delays could jeopardise your CE accreditation).
REGISTRATION OPTIONS:
The following Early Bird registration rates are available to international-based individuals only i.e. those who reside outside Australia and/or New Zealand. Australian-based and NZ-based individuals are expressly excluded from this offer. All registrations are subject to the Portfolio Construction Forum Program Terms & Conditions.
REGISTER NOW:
Markets Summit & Finology Summit 2019 (A$1,045+GST)
Markets Summit 2019 (A$535+GST)
Finology Summit 2019 (A$795+GST)
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