Conexus Financial hosts a series of premium conferences that connect and inform leaders in institutional investment and wealth management around the world. They attract senior executives, company directors, academics and policymakers to discuss and debate best practice, professionalism and innovative thinking, aimed at improving the global financial system for end consumers.

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  • 13Nov
    to
    15Nov2017

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC
    13Nov
    to
    15Nov2017
  • 6Dec2017

    Research Forum

    Hilton Sydney, NSW Australia
    6Dec2017
  • 24Jul
    to
    25Jul2018

    Fixed Income and Credit Forum

    Park Hyatt, Melbourne VIC, Australia + Google Map
    24Jul
    to
    25Jul2018
  • 7Aug2018

    Best Practice Forum

    Amora Hotel Jamison,
    7Aug2018
    9Aug2018

    Best Practice Forum

    Online digital conference
    9Aug2018
    28Aug2018

    Group Insurance Summit

    Four Seasons Sydney, NSW Australia + Google Map
    28Aug2018
  • 11Sep2018

    Equities Summit

    Crown Towers Crown Towers VIC Australia + Google Map
    11Sep2018
    19Sep
    to
    20Sep2018

    Absolute Returns Conference

    InterContinental Double Bay, NSW, Australia + Google Map
    19Sep
    to
    20Sep2018
    30Sep
    to
    2Oct2018

    Fiduciary Investors Symposium Global CIO

    Stanford University United States + Google Map
    30Sep
    to
    2Oct2018
  • 19Nov
    to
    21Nov2018

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC + Google Map
    19Nov
    to
    21Nov2018
  • 30Jan
    to
    1Feb2019

    Chair Forum

    RACV Healesville Country Club, VIC VIC

    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.

    Chair Forum

    RACV Healesville Country Club, VIC VIC
    30Jan
    to
    1Feb2019

    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
  • 19Feb
    to
    20Feb2019

    Infrastructure and Real Estate Conference

    Crown Towers Crown Towers, VIC, Australia

    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.

    Infrastructure and Real Estate Conference

    Crown Towers Crown Towers VIC Australia
    19Feb
    to
    20Feb2019

    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
    26Feb2019

    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 […]

    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.

    Details
    28Feb2019

    Conexus Financial Superannuation Awards

    Ivy Ballroom, Sydney, NSW Australia
    28Feb2019
  • 7Apr
    to
    9Apr2019

    Fiduciary Investors Symposium

    University of Cambridge, , United Kingdom

    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.

    Fiduciary Investors Symposium

    University of Cambridge, United Kingdom
    7Apr
    to
    9Apr2019

    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
  • 20May
    to
    22May2019

    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.

    Details
  • 3Jun
    to
    4Jun2019

    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.

    Details
  • 30Jul2019

    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 […]

    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
  • 1Aug2019

    Best Practice Forum

    Park Hyatt, VIC,, Australia

    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 Forum

    Park Hyatt, VIC, Australia + Google Map
    1Aug2019

    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
    13Aug2019

    Group Insurance Summit

    Four Seasons, NSW,, Australia

    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.

    Group Insurance Summit

    Four Seasons, NSW, Australia
    13Aug2019

    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
    28Aug2019

    Fixed Income & Credit Forum

    RACV Healesville Country Club, VIC VIC

    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.

    Fixed Income & Credit Forum

    RACV Healesville Country Club, VIC VIC
    27Aug
    to
    28Aug2019

    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
    18Sep2019

    Absolute Returns Conference

    InterContinental Double Bay, NSW,, Australia

    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 […]

    Absolute Returns Conference

    InterContinental Double Bay, NSW, Australia
    17Sep
    to
    18Sep2019

    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
    8Oct2019

    Fiduciary Investors Symposium

    Harvard University, Harvard Medical School , United States

    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.

    Fiduciary Investors Symposium

    Harvard University, Harvard Medical School United States
    6Oct
    to
    8Oct2019

    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
    28Oct
    to
    29Oct2019

    Equities Summit

    InterContinental Double Bay, NSW,, Australia

    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.

    Equities Summit

    InterContinental Double Bay, NSW, Australia + Google Map
    28Oct
    to
    29Oct2019

    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
    20Nov2019

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC

    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.

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC
    18Nov
    to
    20Nov2019

    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
  • 4Dec2019

    Researcher Forum

    InterContinental Double Bay, NSW,, Australia

    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.

    Researcher Forum

    InterContinental Double Bay, NSW, Australia + Google Map
    4Dec2019

    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
    31Jan2020

    Chair Forum

    Park Hyatt, Melbourne VIC,, Australia

    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.

    Chair Forum

    Park Hyatt, Melbourne VIC, Australia + Google Map
    29Jan
    to
    31Jan2020

    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
  • 11Feb2020

    Investment Operations Conference

    Fullerton Hotel, Sydney (formerly The Westin), NSW, 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 Conference

    Fullerton Hotel, Sydney (formerly The Westin), NSW Australia + Google Map
    11Feb2020

    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.
    Details
    25Feb2020

    Private Credit Forum

    Online digital conference

    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 […]

    Private Credit Forum

    Online digital conference
    25Feb2020
    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.
    Details
    26Feb2020

    Real Estate Conference

    Online digital 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 […]

    Real Estate Conference

    Online digital conference
    26Feb2020
    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.
    Details
  • 31Mar2020

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

     

    Details
  • 19May
    to
    20May2020

    Fiduciary Investors Symposium

    SUITABLE FOR: CIOs and their direct reports, investment committee chairs, consultants, licensees and financial planners Investing for the long term as a fiduciary is complicated, and never more so than the current environment where regulatory and economic paradigm shifts aim to mitigate the health risks posed by the coronavirus pandemic. This conference explores the significant […]

    SUITABLE FOR: CIOs and their direct reports, investment committee chairs, consultants, licensees and financial planners
    Investing for the long term as a fiduciary is complicated, and never more so than the current environment where regulatory and economic paradigm shifts aim to mitigate the health risks posed by the coronavirus pandemic. This conference explores the significant changes present and anticipated as society experiences an unprecedented change in social behaviour, investor confidence and capital allocation.
    Details
  • 2Jun2020

    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.
    Details
  • 4Aug2020

    Best Practice Forum

    Online digital conference

    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.

    Best Practice Forum

    Online digital conference
    4Aug2020
    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
    18Aug2020

    Group Insurance Summit

    Online digital conference

    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.

    Group Insurance Summit

    Online digital conference
    18Aug2020
    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
  • 8Sep
    to
    9Sep2020

    Sustainability Digital Conference

    Online digital conference
    8Sep
    to
    9Sep2020
    23Sep
    to
    24Sep2020

    Absolute Returns Conference

    Online digital 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.

    Absolute Returns Conference

    Online digital conference
    23Sep
    to
    24Sep2020
    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
  • 12Nov2020

    Group Insurance Summit

    Online digital conference

    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.

    Group Insurance Summit

    Online digital conference
    12Nov2020
    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
    17Nov
    to
    18Nov2020

    Fiduciary Investors Symposium

    Online digital conference

    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.

    Fiduciary Investors Symposium

    Online digital conference
    17Nov
    to
    18Nov2020
    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
  • 2Dec2020

    Researcher Forum

    Online digital conference

    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 […]

    Researcher Forum

    Online digital conference
    2Dec2020
    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
    8Dec
    to
    9Dec2020

    Fiduciary Investors Symposium

    Online digital conference

    SUITABLE FOR: Institutional investors, chairs of investment committees and specialist consultants from the world’s largest pension, sovereign wealth and endowment funds. 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 […]

    Fiduciary Investors Symposium

    Online digital conference
    8Dec
    to
    9Dec2020
    SUITABLE FOR: Institutional investors, chairs of investment committees and specialist consultants from the world’s largest pension, sovereign wealth and endowment funds.
    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.
    Details
  • 28Jan
    to
    29Jan2021

    Chair Forum

    Online digital conference

    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.

    Chair Forum

    Online digital conference
    28Jan
    to
    29Jan2021

    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
  • 5Feb2021

    Redefining Leadership – Jon Owen

    Online webinar

    We are delighted to be partnering with MLC Wealth for the Redefining Leadership Series where we talk with some of the finest minds in society on questions of geopolitics, medicine, AI, fiduciary investing and mental health to explore the leadership qualities required to offer us all future confidence as global citizens.

    We are delighted to be partnering with MLC Wealth for the Redefining Leadership Series where we talk with some of the finest minds in society on questions of geopolitics, medicine, AI, fiduciary investing and mental health to explore the leadership qualities required to offer us all future confidence as global citizens.
    Details
    18Feb2021

    We believe idea generation should be celebrated. One way to do this is through acknowledging and exploring concepts and innovation. From this mantra, our big ideas series was created.

    In this episode we talk with David Knox, senior partner, Mercer.

    Details
    25Feb2021

    Real Estate Conference

    Online digital 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 […]

    Real Estate Conference

    Online digital conference
    25Feb2021
    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.
    Details
  • 9Mar
    to
    10Mar2021

    Sustainability Digital Conference

    Online digital conference

    This conference is an urgent call to action for all investors to influence investee companies to change their focus and put people before profits to create a more sustainable economy, and to wake up to the crucial role they play in ensuring a sustainable recovery.

    Sustainability Digital Conference

    Online digital conference
    9Mar
    to
    10Mar2021

    This conference is an urgent call to action for all investors to influence investee companies to change their focus and put people before profits to create a more sustainable economy, and to wake up to the crucial role they play in ensuring a sustainable recovery.

    Details
    16Mar2021

    Redefining Leadership – Dr John Fraser

    Online webinar

    We are delighted to be partnering with MLC Wealth for the Redefining Leadership Series where we talk with some of the finest minds in society on questions of geopolitics, medicine, AI, fiduciary investing and mental health to explore the leadership qualities required to offer us all future confidence as global citizens.

    We are delighted to be partnering with MLC Wealth for the Redefining Leadership Series where we talk with some of the finest minds in society on questions of geopolitics, medicine, AI, fiduciary investing and mental health to explore the leadership qualities required to offer us all future confidence as global citizens.
    Details
    23Mar2021

    Investment Operations Conference

    Online digital 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 Conference

    Online digital conference
    23Mar2021

    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.
    Details
    30Mar
    to
    31Mar2021

    Fixed Income and Private Credit Forum

    Online digital conference

    Suitable for: Heads of fixed income and credit, portfolio managers, CIOs and asset consultants The Fixed Income and Private Credit Forum 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 […]

    Debt and Income Forum

    Fixed Income and Private Credit Forum

    Online digital conference
    30Mar
    to
    31Mar2021
    Suitable for: Heads of fixed income and credit, portfolio managers, CIOs and asset consultants
    The Fixed Income and Private Credit Forum 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.
    Details
  • 28Apr
    to
    29Apr2021

    Fiduciary Investors Symposium

    Online digital conference

    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.

    Fiduciary Investors Symposium

    Online digital conference
    28Apr
    to
    29Apr2021
    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
  • 25May
    to
    26May2021

    Fiduciary Investors Symposium

    Online digital conference

    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.

    Fiduciary Investors Symposium

    Online digital conference
    25May
    to
    26May2021
    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
  • 7Jun
    to
    8Jun2021

    Licensee Summit

    Blue Mountains, NSW

    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.

    Licensee Summit

    Blue Mountains, NSW
    7Jun
    to
    8Jun2021
    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
  • 27Jul2021

    Best Practice Forum

    Online digital conference

    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 […]

    Best Practice Forum

    Online digital conference
    27Jul2021
    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
  • 17Aug2021

    Group Insurance Summit | Part I

    Online digital conference

    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.

    Group Insurance Summit | Part I

    Online digital conference
    17Aug2021

    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.

    Details
  • 15Sep2021

    Absolute Returns Conference Digital

    Online digital conference

    SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants. The conference is designed to examine strategies that deliver absolute return outcomes, including the case for liquid alternatives and how to gain returns from beta, volatility strategies and appropriate fee structures.

    Absolute Returns Conference Digital

    Online digital conference
    15Sep2021
    SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants.
    The conference is designed to examine strategies that deliver absolute return outcomes, including the case for liquid alternatives and how to gain returns from beta, volatility strategies and appropriate fee structures.
    Details
  • 12Oct2021

    Group Insurance Summit | Part II

    Online digital conference

    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.

    Group Insurance Summit | Part II

    Online digital conference
    12Oct2021

    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
    26Oct2021

    Equities Summit Digital

    Online digital conference

    SUITABLE FOR: Heads of equities, Portfolio managers, CIOs, Asset consultants. The summit will 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.

    Equities Summit Digital

    Online digital conference
    26Oct2021
    SUITABLE FOR: Heads of equities, Portfolio managers, CIOs, Asset consultants.
    The summit will 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
  • 6Dec
    to
    8Dec2021

    Fiduciary Investors Symposium

    Blue Mountains, NSW

    SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants. The event is 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.

    Fiduciary Investors Symposium

    Blue Mountains, NSW
    6Dec
    to
    8Dec2021
    SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants.
    The event is 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
  • 8Sep2022

    Absolute Returns Conference

    The Fullerton Hotel, Sydney NSW

    SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants. The conference is designed to examine strategies that deliver absolute return outcomes, including the case for liquid alternatives and how to gain returns from beta, volatility strategies and appropriate fee structures.

    Absolute Returns Conference

    The Fullerton Hotel, Sydney NSW
    8Sep2022
    SUITABLE FOR: Heads of alternatives, Portfolio managers, CIOs, Asset consultants.
    The conference is designed to examine strategies that deliver absolute return outcomes, including the case for liquid alternatives and how to gain returns from beta, volatility strategies and appropriate fee structures.
    Details
    13Sep
    to
    15Sep2022

    Sustainability in Practice

    Harvard, Cambridge USA

    This conference is an urgent call to action for all investors to influence investee companies to change their focus and put people before profits to create a more sustainable economy, and to wake up to the crucial role they play in ensuring a sustainable recovery.

    Sustainability in Practice

    Harvard, Cambridge USA
    13Sep
    to
    15Sep2022

    This conference is an urgent call to action for all investors to influence investee companies to change their focus and put people before profits to create a more sustainable economy, and to wake up to the crucial role they play in ensuring a sustainable recovery.

    Details
  • 11Oct2022

    Equities Summit

    InterContinental Double Bay, NSW

    The summit will 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.

    Equities Summit

    InterContinental Double Bay, NSW
    11Oct2022
    The summit will 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
    24Oct
    to
    26Oct2022

    Fiduciary Investors Symposium

    Maastricht, The Netherlands

    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 […]

    Fiduciary Investors Symposium

    Maastricht, The Netherlands
    24Oct
    to
    26Oct2022

    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.

    Details
  • 14Nov
    to
    16Nov2022

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC

    The event is 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.

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC + Google Map
    14Nov
    to
    16Nov2022
    The event is 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
  • 1Dec2022

    Researcher Forum

    InterContinental Double Bay, NSW

    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.

    Researcher Forum

    InterContinental Double Bay, NSW
    1Dec2022

    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
    8Dec2022

    In this first event of the Conexus Political Series, Minister Jones will make his inaugural luncheon address to the financial services industry which focuses on the future of innovation in financial services and how the industry can leverage technology to further its capability.

    Details
  • 30Jan
    to
    31Jan2023

    Chair Forum

    RACV Healesville Country Club, VIC VIC

    The Chair 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 changing and challenging economic environment, putting members’ needs first, and managing a growing and diversifying financial services business including risk management.

    Chair Forum

    RACV Healesville Country Club, VIC VIC
    30Jan
    to
    31Jan2023

    The Chair 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 changing and challenging economic environment, putting members’ needs first, and managing a growing and diversifying financial services business including risk management.

    Details
  • 8Feb2023

    Advice Practitioner Summit

    Four Seasons, Sydney NSW

    The Professional Planner | Financial Planning Association Advice Practitioner Summit 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.

    Advice Practitioner Summit

    Four Seasons, Sydney NSW
    8Feb2023
    The Professional Planner | Financial Planning Association Advice Practitioner Summit 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
  • 7Mar
    to
    9Mar2023

    Fiduciary Investors Symposium

    Raffles & National University of Singapore

    The global economy is increasingly bifurcated between the US, Europe and Asia, how the growth projections and geopolitical risks between these regions is of increasing interest to institutional investors. This first Fiduciary Investors Symposium based in Asia will look at the return and impact opportunities in the region, and the importance of Asia in the […]

    Fiduciary Investors Symposium

    Raffles & National University of Singapore
    7Mar
    to
    9Mar2023

    The global economy is increasingly bifurcated between the US, Europe and Asia, how the growth projections and geopolitical risks between these regions is of increasing interest to institutional investors. This first Fiduciary Investors Symposium based in Asia will look at the return and impact opportunities in the region, and the importance of Asia in the global economy. It enables asset owners from around the world to explore investment themes, risks and opportunities with their global peers, and explore cutting edge approaches to risk management, liquidity management and portfolio construction.

    Details
  • 5Jun
    to
    7Jun2023

    Fiduciary Investors Symposium

    Hydro Majestic & Lilianfels, Blue Mountains, NSW

    2023 is a year described as one with looming polycrisis. As investors in that world, both global and domestic, how are we dealing with all the risks that surround us – energy crisis, continuing conflict in Europe and potential crisis in China and the Middle East, transitioning to a green future, and various inflationary pressures. 

    Fiduciary Investors Symposium

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    5Jun
    to
    7Jun2023

    2023 is a year described as one with looming polycrisis. As investors in that world, both global and domestic, how are we dealing with all the risks that surround us – energy crisis, continuing conflict in Europe and potential crisis in China and the Middle East, transitioning to a green future, and various inflationary pressures. 

    Details
    19Jun
    to
    20Jun2023

    Licensee Summit

    Hydro Majestic & Lilianfels, Blue Mountains, NSW

    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.

    Licensee Summit

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    19Jun
    to
    20Jun2023

    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
  • 18Jul2023

    Group Insurance Dialogue

    InterContinental Double Bay, NSW

    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.

    Group Insurance Dialogue

    InterContinental Double Bay, NSW
    18Jul2023

    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
  • 8Aug2023

    Retirement Conference

    Old Parliament House, ACT

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

    Retirement Conference

    Old Parliament House, ACT
    8Aug2023

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

    Details
    28Aug2023

    Political Series | Shadow Finance Minister Hume and Shadow Treasurer Taylor

    Park Hyatt, Melbourne VIC,, Australia

    For our third Political Series event on 28 August in Melbourne, I am excited to announce that we are hosting Senator the Hon Jane Hume, Shadow Finance Minister and the Hon Angus Taylor MP, Shadow Treasurer. The discussion will be hosted by Conexus Financial managing director Colin Tate AM and editor-in-chief Aleks Vickovich. Don’t miss this exclusive opportunity […]

    For our third Political Series event on 28 August in Melbourne, I am excited to announce that we are hosting Senator the Hon Jane Hume, Shadow Finance Minister and the Hon Angus Taylor MP, Shadow Treasurer.

    The discussion will be hosted by Conexus Financial managing director Colin Tate AM and editor-in-chief Aleks Vickovich.

    Don’t miss this exclusive opportunity to put your questions to two senior members of the Opposition as together they critique the Albanese Government’s performance to date, including its management of the economy and its response to the Quality of Advice Review.

    Details
  • 19Sep
    to
    21Sep2023

    Fiduciary Investors Symposium

    Stanford University, USA

    The Fiduciary Investors Symposium at Stanford University celebrates the fast-moving change taking place in economies and communities and will examine the impact of innovation on our lives, workplaces and investments. Drawing on the esteemed Stanford faculty, and taking advantage of the Silicon Valley location, it will look at the impact of robotics and automation, the […]

    Fiduciary Investors Symposium

    Stanford University, USA
    19Sep
    to
    21Sep2023

    The Fiduciary Investors Symposium at Stanford University celebrates the fast-moving change taking place in economies and communities and will examine the impact of innovation on our lives, workplaces and investments.

    Drawing on the esteemed Stanford faculty, and taking advantage of the Silicon Valley location, it will look at the impact of robotics and automation, the information technology performance necessary to keep pace with the data explosion, urban evolution and the impact on infrastructure, climate change and affordable alternative energy, and network security.

    How are these innovations shaping the future, and what does that future look like for investors in global markets?

    Details
  • 6Nov
    to
    8Nov2023

    Sustainability in Practice

    University of Oxford, UK

    The Sustainability in Practice conference will look at the meaningful steps that investors are taking to integrate sustainability including the impact on asset allocation and structural shifts of net zero. The conference will explore the new frontier of sustainability including impact investing, carbon markets becoming an asset class and investment frameworks for biodiversity. Drawing on […]

    Sustainability in Practice

    University of Oxford, UK
    6Nov
    to
    8Nov2023

    The Sustainability in Practice conference will look at the meaningful steps that investors are taking to integrate sustainability including the impact on asset allocation and structural shifts of net zero. The conference will explore the new frontier of sustainability including impact investing, carbon markets becoming an asset class and investment frameworks for biodiversity. Drawing on experts at the University of Oxford and investors from all over the world, delegates will be left with functional tools to implement their sustainability commitments and cutting-edge research to share with their boards and investment committees.

    Details
    13Nov
    to
    15Nov2023

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC

    Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre and the global economic environment continues to be uncertain. Big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape also challenge investors. […]

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC + Google Map
    13Nov
    to
    15Nov2023

    Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre and the global economic environment continues to be uncertain. Big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape also challenge investors. Alongside this fiduciaries in Australia are being tested like never before as they continue to grapple with the impact of APRA’s performance benchmark test across their portfolios, integrating ESG and building retirement solutions. The importance of peer-to-peer discussion and having the right information to achieve the best investment outcomes for members has never been more critical.

    Register now.

    For content about the upcoming event, please visit our publication website. 

    Details
  • 5Dec2023

    Researcher Forum

    InterContinental Double Bay, NSW

    The event is 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. Register now. For content about the previous event, please visit our publication website. 

    Researcher Forum

    InterContinental Double Bay, NSW
    5Dec2023

    The event is 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.

    Register now.

    For content about the previous event, please visit our publication website. 

    Details
  • 31Jan
    to
    1Feb2024

    Chair Forum

    InterContinental Sorrento, VIC

    Superannuation fund board chairs are faced with a myriad of responsibilities including the smooth running of the board, setting fund strategy, staying on top of regulation, and maintaining a long-term view and collaborative relationship with the CEO. Chair Forum is tailored specifically for the needs of superannuation fund chairs and investment committee chairs.  Email to register […]

    Chair Forum

    InterContinental Sorrento, VIC
    31Jan
    to
    1Feb2024

    Superannuation fund board chairs are faced with a myriad of responsibilities including the smooth running of the board, setting fund strategy, staying on top of regulation, and maintaining a long-term view and collaborative relationship with the CEO. Chair Forum is tailored specifically for the needs of superannuation fund chairs and investment committee chairs. 

    Email to register now.

    For content about the event, please visit our publication website. 

    Details
  • 27Feb2024

    Real Estate Forum

    InterContinental Melbourne, VIC

    The Investment Magazine Real Estate Forum brings together the country’s most influential investors, analysts and consultants to make sense of the likely direction of real estate markets in Australia, and around the world. 

    Real Estate Forum

    InterContinental Melbourne, VIC
    27Feb2024

    The Investment Magazine Real Estate Forum brings together the country’s most influential investors, analysts and consultants to make sense of the likely direction of real estate markets in Australia, and around the world. 

    Details
  • 12Mar
    to
    14Mar2024

    Fiduciary Investors Symposium

    Raffles & National University of Singapore

    The Fiduciary Investors Symposium brings global investors together to examine best-practice strategy and implementation. The event enables institutional investors to engage with industry thought leaders in academia and practice, in […]

    Fiduciary Investors Symposium

    Raffles & National University of Singapore
    12Mar
    to
    14Mar2024

    The Fiduciary Investors Symposium brings global investors together to examine best-practice strategy and implementation.

    The event enables institutional investors to engage with industry thought leaders in academia and practice, in a collegiate environment that promotes shared discussion.

     

    Details
  • 30Apr2024

    Private Credit Forum

    Capella Sydney, NSW

    Arguments exist that private credit is a bubble which is about to burst, hurting institutional investors who have allocated to this sector. However a strong case could be made that, due to structural changes faced by banks, private credit is an attractive asset class whose opportunity set will continue to expand. Should institutional investors tread […]

    Private Credit Forum

    Capella Sydney, NSW
    30Apr2024

    Arguments exist that private credit is a bubble which is about to burst, hurting institutional investors who have allocated to this sector. However a strong case could be made that, due to structural changes faced by banks, private credit is an attractive asset class whose opportunity set will continue to expand. Should institutional investors tread carefully or should they be taking steps to make private credit a foundational component of their diversified portfolios? 

    Email to register now.

     

    Details
  • 14May
    to
    16May2024

    Fiduciary Investors Symposium

    Hydro Majestic & Lilianfels, Blue Mountains, NSW

    Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre and the global economic environment continues to be uncertain. Big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape also challenge investors. […]

    Fiduciary Investors Symposium

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    14May
    to
    16May2024

    Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre and the global economic environment continues to be uncertain. Big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape also challenge investors. Alongside this fiduciaries in Australia are being tested like never before as they continue to grapple with the impact of APRA’s performance benchmark test across their portfolios, integrating ESG and building retirement solutions. The importance of peer-to-peer discussion and having the right information to achieve the best investment outcomes for members has never been more critical.

    Email the events team to register now.

    For content about the previous event, please visit our publication website. 

    Details
    29May
    to
    31May2024

    Fiduciary Investors Symposium

    Rotman School of Management Toronto, Canada

    The Fiduciary Investors Symposium brings global investors together to examine best-practice strategy and implementation. The event enables institutional investors to engage with industry thought leaders in academia and practice, in a collegiate environment that promotes shared discussion. Email to register now.  

    Fiduciary Investors Symposium

    Rotman School of Management Toronto, Canada + Google Map
    29May
    to
    31May2024

    The Fiduciary Investors Symposium brings global investors together to examine best-practice strategy and implementation.

    The event enables institutional investors to engage with industry thought leaders in academia and practice, in a collegiate environment that promotes shared discussion.

    Email to register now.

     

    Details
  • 18Jun
    to
    19Jun2024

    Licensee Summit

    Hydro Majestic & Lilianfels, Blue Mountains, NSW

    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. Email to register now. For content about the previous event, please visit our […]

    Licensee Summit

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    18Jun
    to
    19Jun2024

    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.

    Email to register now.

    For content about the previous event, please visit our publication website. 

    Details
  • 23Jul2024

    Insurance in Super Summit

    InterContinental Double Bay, NSW

    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. Email to register now. For content about the previous event, please visit our publication website. 

    Insurance in Super Summit

    InterContinental Double Bay, NSW
    23Jul2024

    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.

    Email to register now.

    For content about the previous event, please visit our publication website. 

    Details
  • 14Aug2024

    Retirement Conference

    Old Parliament House, ACT

    SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of superannuation funds Email to register now. For content about the previous event, please visit our publication website.   

    Retirement Conference

    Old Parliament House, ACT
    14Aug2024

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

    Email to register now.

    For content about the previous event, please visit our publication website. 

     

    Details
  • 17Sep
    to
    19Sep2024

    Fiduciary Investors Symposium

    Stanford University, USA

    The Fiduciary Investors Symposium at Stanford University celebrates the fast-moving change taking place in economies and communities and will examine the impact of innovation on our lives, workplaces and investments.

    Fiduciary Investors Symposium

    Stanford University, USA
    17Sep
    to
    19Sep2024

    The Fiduciary Investors Symposium at Stanford University celebrates the fast-moving change taking place in economies and communities and will examine the impact of innovation on our lives, workplaces and investments.

    Details
  • 29Oct
    to
    31Oct2024

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC

    Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre and the global economic environment continues to be uncertain. Big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape also challenge investors. […]

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC
    29Oct
    to
    31Oct2024

    Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre and the global economic environment continues to be uncertain. Big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape also challenge investors. Alongside this fiduciaries in Australia are being tested like never before as they continue to grapple with the impact of APRA’s performance benchmark test across their portfolios, integrating ESG and building retirement solutions. The importance of peer-to-peer discussion and having the right information to achieve the best investment outcomes for members has never been more critical.

    Email to register now.

    For content about the previous event, please visit our publication website. 

    Details
  • 19Nov
    to
    21Nov2024

    Fiduciary Investors Symposium

    University of Oxford

    More investors than ever before put their words in to action and made sustainability commitments. The Sustainability in Practice conference looks at the meaningful steps that investors are taking to integrate sustainability including the impact on asset allocation and structural shifts of net zero. It will look at the portfolio construction and investment implementation implications […]

    Fiduciary Investors Symposium

    University of Oxford
    19Nov
    to
    21Nov2024

    More investors than ever before put their words in to action and made sustainability commitments. The Sustainability in Practice conference looks at the meaningful steps that investors are taking to integrate sustainability including the impact on asset allocation and structural shifts of net zero. It will look at the portfolio construction and investment implementation implications of sustainable investing including the complexity of applying risk, return and outcome goals. Delegates will be left with functional tools to implement their sustainability commitments and cutting-edge research to share with their boards and investment committees.

    Details
  • 2Dec
    to
    3Dec2024

    Researcher Forum

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    2Dec
    to
    3Dec2024
  • 30Jan
    to
    31Jan2025

    Chair Forum

    InterContinental Sorrento, VIC
    30Jan
    to
    31Jan2025

    Designed for chairs and deputy chairs of super funds.

    Details
  • 10Feb
    to
    11Feb2025

    Advice Policy Summit

    Old Parliament House, ACT

    This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, […]

    Advice Policy Summit

    Old Parliament House, ACT
    10Feb
    to
    11Feb2025

    This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, education and guidance.

    Details
  • 18Mar
    to
    20Mar2025

    Fiduciary Investors Symposium

    Raffles & National University of Singapore

    The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to asset owners. This event looks at the return and impact opportunities in the region, and the importance of Asia in the global economy.

    Fiduciary Investors Symposium

    Raffles & National University of Singapore
    18Mar
    to
    20Mar2025

    The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to asset owners. This event looks at the return and impact opportunities in the region, and the importance of Asia in the global economy.

    Details
  • 19May
    to
    21May2025

    Fiduciary Investors Symposium

    Harvard University, USA

    This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

    Fiduciary Investors Symposium

    Harvard University, USA
    19May
    to
    21May2025

    This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

    Details
  • 3Jun
    to
    5Jun2025

    Fiduciary Investors Symposium

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    3Jun
    to
    5Jun2025
    23Jun
    to
    24Jun2025

    Licensee Summit

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    23Jun
    to
    24Jun2025
  • 22Jul2025

    Insurance in Super Summit

    InterContinental Double Bay, NSW
    22Jul2025

    Email to register now.

    Details
  • 13Aug2025

    Retirement Conference

    Old Parliament House, ACT

    SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of superannuation funds Email to register now. For content about the previous event, please visit our publication website.   

    Retirement Conference

    Old Parliament House, ACT
    13Aug2025

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

    Email to register now.

    For content about the previous event, please visit our publication website. 

     

    Details
  • 16Sep
    to
    18Sep2025

    Fiduciary Investors Symposium

    Stanford University, USA

    Leveraging the esteemed Stanford faculty and Silicon Valley location, this event explores AI’s disruptive opportunities; as well as the core investment challenges of risk management, operational excellence and forward-looking capital allocation and portfolio construction techniques.

    Fiduciary Investors Symposium

    Stanford University, USA
    16Sep
    to
    18Sep2025

    Leveraging the esteemed Stanford faculty and Silicon Valley location, this event explores AI’s disruptive opportunities; as well as the core investment challenges of risk management, operational excellence and forward-looking capital allocation and portfolio construction techniques.

    Details
  • 21Oct
    to
    23Oct2025

    Fiduciary Investors Symposium

    RACV Healesville Country Club, VIC VIC
    21Oct
    to
    23Oct2025
  • 4Nov
    to
    6Nov2025

    Fiduciary Investors Symposium

    University of Oxford, UK

    This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economy dynamics. By accessing faculty of England’s most esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

    Fiduciary Investors Symposium

    University of Oxford, UK
    4Nov
    to
    6Nov2025

    This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economy dynamics. By accessing faculty of England’s most esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

    Details
  • 2Dec
    to
    3Dec2025

    Researcher Forum

    Hydro Majestic & Lilianfels, Blue Mountains, NSW

    For key influencers in portfolio construction for financial advisers, including executives across research houses, asset consulting, responsible entities and managed accounts/platforms.

    Researcher Forum

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    2Dec
    to
    3Dec2025

    For key influencers in portfolio construction for financial advisers, including executives across research houses, asset consulting, responsible entities and managed accounts/platforms.

    Details
  • 4Feb
    to
    5Feb2026

    Chair Forum

    InterContinental Sorrento, VIC
    4Feb
    to
    5Feb2026

    Designed for chairs and deputy chairs of super funds.

    Details
    23Feb
    to
    24Feb2026

    Advice Policy Summit

    National Press Club of Australia, ACT

    This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, […]

    Advice Policy Summit

    National Press Club of Australia, ACT
    23Feb
    to
    24Feb2026

    This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, education and guidance.

    Details
  • 24Mar
    to
    25Mar2026

    Fiduciary Investors Symposium

    Raffles Hotel, Singapore

    The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to […]

    Fiduciary Investors Symposium

    Raffles Hotel, Singapore
    24Mar
    to
    25Mar2026

    The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to asset owners. This event looks at the return and impact opportunities in the region, and the importance of Asia in the global economy.

    Details
  • 12May
    to
    14May2026

    Fiduciary Investors Symposium

    Hydro Majestic & Lilianfels, Blue Mountains, NSW
    12May
    to
    14May2026
  • 1Jun
    to
    3Jun2026

    Fiduciary Investors Symposium

    Harvard University, USA

    This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed […]

    Fiduciary Investors Symposium

    Harvard University, USA
    1Jun
    to
    3Jun2026

    This event looks at the challenges long-term investors face in an environment of disruption including ongoing geopolitical risk and shifts in global economic dynamics. By accessing faculty of Harvard’s esteemed university, this event will leave investors empowered to tackle disruption in their portfolios and working lives.

    Details