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30Jul
:
  • 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.

Amora Hotel Jamison, NSW, Australia + Google Map
:
  • Professional Planner

Best Practice Forum

Amora Hotel Jamison, NSW, Australia + Google Map
30Jul

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.

Details
1Aug
:
  • 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.

Park Hyatt, VIC, Australia + Google Map
:
  • Professional Planner

Best Practice Forum

Park Hyatt, VIC, Australia + Google Map
1Aug

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.

Details
13Aug
:
  • Investment Magazine

Group Insurance Summit

SUITABLE FOR: Superannuation fund employees in executive roles or as a trustee or consultant.

The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed by group insurance professionals, the event covers innovation in product design and the claims experience.

Four Seasons, NSW, Australia
:
  • Investment Magazine

Group Insurance Summit

Four Seasons, NSW, Australia
13Aug

SUITABLE FOR: Superannuation fund employees in executive roles or as a trustee or consultant.

The largest annual forum exploring the insurance trends affecting industry super funds. With a program developed by group insurance professionals, the event covers innovation in product design and the claims experience.

Details
27Aug
to
28Aug
:
  • Investment Magazine

Fixed Income & 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.

RACV Healesville Country Club, VIC, Australia
:
  • Investment Magazine

Fixed Income & Credit Forum

RACV Healesville Country Club, VIC, Australia
27Aug
to
28Aug

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.

Details
17Sep
to
18Sep
:
  • 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.

InterContinental Double Bay, NSW, Australia
:
  • Investment Magazine

Absolute Returns Conference

InterContinental Double Bay, NSW, Australia
17Sep
to
18Sep

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.

Details
6Oct
to
8Oct
:
  • Top1000Funds.com

Fiduciary Investors Symposium

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.

Harvard University, United States
:
  • Top1000Funds.com

Fiduciary Investors Symposium

Harvard University, United States
6Oct
to
8Oct

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.

Details
29Oct
:
  • 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.

InterContinental Double Bay, NSW, Australia + Google Map
:
  • Investment Magazine

Equities Summit

InterContinental Double Bay, NSW, Australia + Google Map
29Oct

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.

Details
18Nov
to
20Nov
:
  • 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.

RACV Healesville Country Club, VIC, Australia
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  • Investment Magazine

Fiduciary Investors Symposium

RACV Healesville Country Club, VIC, Australia
18Nov
to
20Nov

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.

Details
4Dec
:
  • 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 forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Amora Hotel Jamison, NSW, Australia + Google Map
:
  • Professional Planner

Researcher Forum

Amora Hotel Jamison, NSW, Australia + Google Map
4Dec

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 forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Details
29Jan
to
31Jan
:
  • 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.
RACV Healesville VIC Australia + Google Map
:
  • Investment Magazine

Chair Forum

RACV Healesville VIC Australia + Google Map
29Jan
to
31Jan

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.
Details
11Feb
:
  • Investment Magazine

Investment Operations Conference

SUITABLE FOR: Investment operations managers, CFO’S, COO’S, Senior operations staff from superannuation funds, fund managers, custodians and other providers.

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, including cyber-security, geopolitical risks, regulatory pressures and operational due diligence.
Fullerton Hotel, Sydney NSW Australia + Google Map
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  • Investment Magazine

Investment Operations Conference

Fullerton Hotel, Sydney NSW Australia + Google Map
11Feb

SUITABLE FOR: Investment operations managers, CFO’S, COO’S, Senior operations staff from superannuation funds, fund managers, custodians and other providers.

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, including cyber-security, geopolitical risks, regulatory pressures and operational due diligence.
Details
25Feb
to
26Feb
:
  • Investment Magazine

Infrastructure and real estate conference

SUITABLE FOR: Heads of real assets, Portfolio managers, CIOs, Asset consultants.
The Infrastructure and Real Estate Conference is designed to examine how CIOs and specialist portfolio managers are determining their exposure to the evolving classes of infrastructure and real estate.
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  • Investment Magazine

Infrastructure and real estate conference

25Feb
to
26Feb
SUITABLE FOR: Heads of real assets, Portfolio managers, CIOs, Asset consultants.
The Infrastructure and Real Estate Conference is designed to examine how CIOs and specialist portfolio managers are determining their exposure to the evolving classes of infrastructure and real estate.
Details
11Mar
:
  • Investment Magazine

Retirement Conference

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

Amora Hotel Jamison, NSW, Australia + Google Map
:
  • Investment Magazine

Retirement Conference

Amora Hotel Jamison, NSW, Australia + Google Map
11Mar

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

Details
12Mar
:
  • Professional Planner

Retirement Conference

SUITABLE FOR: Financial advisers

Amora Hotel Jamison, NSW, Australia + Google Map
:
  • Professional Planner

Retirement Conference

Amora Hotel Jamison, NSW, Australia + Google Map
12Mar

SUITABLE FOR: Financial advisers

Details
5Apr
to
7Apr
:
  • 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.
Oxford University, United Kingdom
:
  • Top1000Funds.com

Fiduciary Investors Symposium Global CIO

Oxford University, United Kingdom
5Apr
to
7Apr
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.
Details
18May
to
20May
:
  • 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.
Blue Mountains, NSW, Australia + Google Map
:
  • Investment Magazine

Fiduciary Investors Symposium

Blue Mountains, NSW, Australia + Google Map
18May
to
20May
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.
Details
8Jun
to
9Jun
:
  • 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.
Blue Mountains, NSW, Australia + Google Map
:
  • Professional Planner

Licensee Summit

Blue Mountains, NSW, Australia + Google Map
8Jun
to
9Jun
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.
Details
21Jul
:
  • 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.
Amora Hotel Jamison, NSW, Australia + Google Map
:
  • Professional Planner

Best Practice Forum

Amora Hotel Jamison, NSW, Australia + Google Map
21Jul
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.
Details
23Jul
:
  • 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.
Melbourne Australia + Google Map
:
  • Professional Planner

Best Practice Forum

Melbourne Australia + Google Map
23Jul
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.
Details
18Aug
:
  • 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.
Sydney Australia + Google Map
:
  • Investment Magazine

Group Insurance Summit

Sydney Australia + Google Map
18Aug
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.
Details
26Aug
to
27Aug
:
  • 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.
RACV Healesville VIC Australia + Google Map
:
  • Investment Magazine

Fixed Income and Credit Forum

RACV Healesville VIC Australia + Google Map
26Aug
to
27Aug
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.
Details
23Sep
to
24Sep
:
  • 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.
InterContinental Double Bay, NSW, Australia + Google Map
:
  • Investment Magazine

Absolute Returns Conference

InterContinental Double Bay, NSW, Australia + Google Map
23Sep
to
24Sep
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.
Details
18Oct
to
20Oct
:
  • 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.
University of Chicago, Booth School of Business, United States + Google Map
:
  • Top1000Funds.com

Fiduciary Investors Symposium Global CIO

University of Chicago, Booth School of Business, United States + Google Map
18Oct
to
20Oct
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.
Details
29Oct
:
  • 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.
InterContinental Double Bay, NSW, Australia + Google Map
:
  • Investment Magazine

Equities Summit

InterContinental Double Bay, NSW, Australia + Google Map
29Oct
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.
Details
16Nov
to
18Nov
:
  • 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.
RACV Healesville VIC Australia + Google Map
:
  • Investment Magazine

Fiduciary Investors Symposium

RACV Healesville VIC Australia + Google Map
16Nov
to
18Nov
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.
Details
2Dec
:
  • 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.
Sydney Australia + Google Map
:
  • Professional Planner

Researcher Forum

Sydney Australia + Google Map
2Dec
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.
Details
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