Educational and thought-provoking content tailored to institutional investors and the wholesale advice sector.
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4Aug2020
:
- Professional Planner
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
18Aug2020
:
- Investment Magazine
Group Insurance Summit
SUITABLE FOR: Those who work within superannuation funds in executive roles and management or as a trustee or consultant.
The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed for group insurance professionals by group insurance professionals, the event covers innovation in product design and the claims experience.
SUITABLE FOR: Those who work within superannuation funds in executive roles and management or as a trustee or consultant.
The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed for group insurance professionals by group insurance professionals, the event covers innovation in product design and the claims experience.
8Sep
to
9Sep2020 
23Sep
to
24Sep2020 
:
- Investment Magazine
Absolute Returns Conference
SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants.
The Absolute Returns Conference is designed to examine strategies that deliver absolute return outcomes. This includes the case for liquid alternatives and how to gain returns from alternative beta, volatility strategies, and appropriate fee structures.
SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants.
The Absolute Returns Conference is designed to examine strategies that deliver absolute return outcomes. This includes the case for liquid alternatives and how to gain returns from alternative beta, volatility strategies, and appropriate fee structures.
12Nov2020
:
- Investment Magazine
Group Insurance Summit
SUITABLE FOR: Those who work within superannuation funds in executive roles and management or as a trustee or consultant.
The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed for group insurance professionals by group insurance professionals, the event covers innovation in product design and the claims experience.
SUITABLE FOR: Those who work within superannuation funds in executive roles and management or as a trustee or consultant.
The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed for group insurance professionals by group insurance professionals, the event covers innovation in product design and the claims experience.
17Nov
to
18Nov2020 
:
- Investment Magazine
Fiduciary Investors Symposium
SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants.
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants.
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
2Dec2020
:
- Professional Planner
Researcher Forum
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
27Jan
to
29Jan2021 
:
- Investment Magazine
Chair Forum
SUITABLE FOR: Superannuation fund and investment committee chairs.
The forum addresses how super fund and investment committee chairs balance their increasing range of responsibilities, including board governance, strategy and delegation, investment decision- making, the economic environment, risk management and strategic asset allocation.
SUITABLE FOR: Superannuation fund and investment committee chairs.
The forum addresses how super fund and investment committee chairs balance their increasing range of responsibilities, including board governance, strategy and delegation, investment decision- making, the economic environment, risk management and strategic asset allocation.
1Feb
to
3Feb2021 
:
- Professional Planner
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
23Feb2021
:
- Investment Magazine
Real Estate Conference
Suitable for: Heads of real estate and real assets, portfolio managers, CIOs and asset consultants
The real estate conference is designed to examine economic conditions and market factors affecting investment in global residential, retail, office and other commercial real estate. The conference regularly covers issues of governance, the impact of demographic change, technology and what to invest in the capital stack.
Suitable for: Heads of real estate and real assets, portfolio managers, CIOs and asset consultants
The real estate conference is designed to examine economic conditions and market factors affecting investment in global residential, retail, office and other commercial real estate. The conference regularly covers issues of governance, the impact of demographic change, technology and what to invest in the capital stack.
24Feb2021
:
- Investment Magazine
Private Credit Forum
Suitable for: Heads of fixed income and credit, portfolio managers, CIOs and asset consultants
The private credit forum provides an examination of the opportunities and the factors affecting the increasingly broad spectrum of loans and credit both domestically and internationally. This forum will cover the market conditions and opportunity sets across all forms of asset backed securities, such as collateralised debt obligations and mortgaged back securities.
Suitable for: Heads of fixed income and credit, portfolio managers, CIOs and asset consultants
The private credit forum provides an examination of the opportunities and the factors affecting the increasingly broad spectrum of loans and credit both domestically and internationally. This forum will cover the market conditions and opportunity sets across all forms of asset backed securities, such as collateralised debt obligations and mortgaged back securities.
25Feb2021
:
- Investment Magazine
Fixed Income and Credit Forum
SUITABLE FOR: Heads of fixed income, Portfolio managers, CIOs, Asset consultants.
The Fixed Income and Credit forum is designed to examine income strategies across a range of asset classes and over the risk spectrum in areas such as direct loans, and absolute return strategies.
SUITABLE FOR: Heads of fixed income, Portfolio managers, CIOs, Asset consultants.
The Fixed Income and Credit forum is designed to examine income strategies across a range of asset classes and over the risk spectrum in areas such as direct loans, and absolute return strategies.
9Mar2021
:
- Investment Magazine
- Professional Planner
Retirement Conference
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds
23Mar2021
:
- Investment Magazine
Investment Operations Conference
SUITABLE FOR: Superannuation funds, investment managers, regulators, technology innovators, fund managers, custodians and other investment back-office specialists.
The conference is for all those involved in the middle office of an institutional investor. The event offers leading content from industry experts and unparalleled networking opportunities. It brings a practical focus to the challenges and innovations shaping investment operations in Australia.
SUITABLE FOR: Superannuation funds, investment managers, regulators, technology innovators, fund managers, custodians and other investment back-office specialists.
The conference is for all those involved in the middle office of an institutional investor. The event offers leading content from industry experts and unparalleled networking opportunities. It brings a practical focus to the challenges and innovations shaping investment operations in Australia.
18Apr
to
20Apr2021 
:
- top1000funds.com
Fiduciary Investors Symposium Global CIO
SUITABLE FOR: Institutional investors, chairs of investment committees and specialist consultants from the world’s largest pension, sovereign wealth and endowment funds.
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
SUITABLE FOR: Institutional investors, chairs of investment committees and specialist consultants from the world’s largest pension, sovereign wealth and endowment funds.
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
17May
to
19May2021 :
- Investment Magazine
Fiduciary Investors Symposium
SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
27Jul2021
:
- Professional Planner
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
17Aug2021
:
- Investment Magazine
Group Insurance Summit
SUITABLE FOR: Those who work within superannuation funds in executive roles and management or as a trustee or consultant.
The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed for group insurance professionals by group insurance professionals, the event covers innovation in product design and the claims experience.
SUITABLE FOR: Those who work within superannuation funds in executive roles and management or as a trustee or consultant.
The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed for group insurance professionals by group insurance professionals, the event covers innovation in product design and the claims experience.
25Aug
to
26Aug2021 :
- Investment Magazine
Fixed Income and Credit Forum
SUITABLE FOR: Heads of fixed income, Portfolio managers, CIOs, Asset consultants.
The Fixed Income and Credit forum is designed to examine income strategies across a range of asset classes and over the risk spectrum in areas such as direct loans, and absolute return strategies.
SUITABLE FOR: Heads of fixed income, Portfolio managers, CIOs, Asset consultants.
The Fixed Income and Credit forum is designed to examine income strategies across a range of asset classes and over the risk spectrum in areas such as direct loans, and absolute return strategies.
14Sep
to
15Sep2021 :
- Investment Magazine
Absolute Returns Conference
SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants.
The Absolute Returns Conference is designed to examine strategies that deliver absolute return outcomes. This includes the case for liquid alternatives and how to gain returns from alternative beta, volatility strategies, and appropriate fee structures.
SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants.
The Absolute Returns Conference is designed to examine strategies that deliver absolute return outcomes. This includes the case for liquid alternatives and how to gain returns from alternative beta, volatility strategies, and appropriate fee structures.
17Oct
to
19Oct2021 :
- top1000funds.com
Fiduciary Investors Symposium Global CIO
SUITABLE FOR: Institutional investors, chairs of investment committees and specialist consultants from the world’s largest pension, sovereign wealth and endowment funds.
The Fiduciary Investors Symposium at Chicago Booth School of Business will draw on some of the world’s leading investment thinkers.
This event will co-ordinate academics specialising in investment management and behavioural finance.
It will explore the applicability of the efficient market hypothesis in the current market environment – across different asset classes – and the tension between efficient markets and quantitative techniques with behavioural finance and fundamental analysis – challenging investors to think differently about asset allocation and investments, governance and decision-making.
This event will co-ordinate academics specialising in investment management and behavioural finance.
It will explore the applicability of the efficient market hypothesis in the current market environment – across different asset classes – and the tension between efficient markets and quantitative techniques with behavioural finance and fundamental analysis – challenging investors to think differently about asset allocation and investments, governance and decision-making.
SUITABLE FOR: Institutional investors, chairs of investment committees and specialist consultants from the world’s largest pension, sovereign wealth and endowment funds.
The Fiduciary Investors Symposium at Chicago Booth School of Business will draw on some of the world’s leading investment thinkers.
This event will co-ordinate academics specialising in investment management and behavioural finance.
It will explore the applicability of the efficient market hypothesis in the current market environment – across different asset classes – and the tension between efficient markets and quantitative techniques with behavioural finance and fundamental analysis – challenging investors to think differently about asset allocation and investments, governance and decision-making.
This event will co-ordinate academics specialising in investment management and behavioural finance.
It will explore the applicability of the efficient market hypothesis in the current market environment – across different asset classes – and the tension between efficient markets and quantitative techniques with behavioural finance and fundamental analysis – challenging investors to think differently about asset allocation and investments, governance and decision-making.
27Oct
to
28Oct2021 
:
- Investment Magazine
Equities Summit
SUITABLE FOR: Heads of equities, Portfolio managers, CIOs, Asset consultants.
The Equities Summit is designed to examine how the exposure and implementation of equity strategies have changed over the years with the evolution of portfolio construction techniques and quantitative and risk analysis.
SUITABLE FOR: Heads of equities, Portfolio managers, CIOs, Asset consultants.
The Equities Summit is designed to examine how the exposure and implementation of equity strategies have changed over the years with the evolution of portfolio construction techniques and quantitative and risk analysis.
15Nov
to
17Nov2021 :
- Investment Magazine
Fiduciary Investors Symposium
SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants.
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants.
The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.
