Venue
Amora Hotel Jamison Sydney
Amora Hotel Jamison Sydney, 11 Jamison St, Sydney NSW 2000, Australia

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Event Date Tue Dec 4 HKT (about 3 years ago)
In your timezone (EST): Tue Dec 4 12:00am - Tue Dec 4 12:00am
Location Amora Hotel Jamison Sydney
11 Jamison St, Sydney NSW 2000, Australia
Region APAC
Details

The Professional Planner | Portfolio Construction Forum Researcher Forum is a full-day event designed specifically for senior research professionals.

The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.

Speakers

2018 Speakers:

Debbie Alliston
Head of multi-asset portfolio management and a member of the executive committee, AMP Capital

Piers Bolger
Chief investment officer, Viridian Advisory

Annika Bradley
Consultant, CIMA Society of Australia

Lachlan Cameron
Head of distribution, PM Capital

Jason Coggins
Head Of Funds Research And Investment Strategy, Koda Capital

James Dakin
Principal, Park Street Group

Annick Donat
What Do Licensees Want?

Matthew Drennan
View From The Regulator

Michael Furey
Principal, Delta Research & Advisory

Ian Knox
Co-founder And Chairman, Paragem

Jerome Lander
Managing Director, Procapital

Brad Matthews
Principal, Brad Matthews Investment Strategies (Bmis)

Steve Merlicek
Chairman, Activus Investment Advisors & Former Cio, Telstrasuper & Ioof

Leanne Milton
Head Of Advice Research, Channel Strategy And Services, Amp Capital

Bronwen Moncrieff
General Manager And Head Of Research, Zenith Investment Partners

Graham Rich
Managing Partner And Dean, Portfolio Construction Forum

Julie Scurfield
Intermediary Sales Manager Ifa And Accounting, Vanguard Investments Australia

Claire Wivell Plater
Chairman, The Fold Legal

Sponsors & Partners

2018 Sponsors and Partners:

EVENT PARTNER:
• Portfolio Construction Forum

PLATINUM:
• BLACKROCK
• Colonial First State
• Colonial First State (Global Asset management)
• nab
• PM Capital
• Vanguard
• ZURICH

GOLD:
• IML INVESTORS MUTUAL LTD
• LEGG MASON
• MACQUARE
• nikko am
• PENDAL
• RARE
• Schroders