Strategies Conference 2022 | Portfolio Construction Forum | 16 August 2022 | UNSW Sydney, Sydney NSW 2052, Australia

The future ain’t what it used to be!

We will challenge and refresh your portfolio construction thinking, as we debate investment strategies to help you build better quality investor portfolios given the future ain’t what it used to be! Rarely, a crisis – or combination of crises – heralds a sea-change in global affairs. Such regime shifts reverberate through societies and economies.

Back in 2020, it explored the idea that we were entering “a whole new world” due to Covid-19, and debated what that meant for building quality investor portfolios. At the time, not everyone agreed that it was a whole new world. Two years on, more major crises have unfolded, and the new global regime is coming into sharper focus. Times have changed!

The deflationary benefits of globalization have run their course and deglobalisation is on the rise. Simultaneously, the decades-long disinflationary regime has turned to inflation, and interest rates are on the rise again in many countries for the first time in years.
Constructing quality multi-asset, multi-manager portfolios capable of meeting client goals in the years ahead is going to be more challenging than over the past 30 years. Understanding the profound societal and economic changes that are underway and their investment implications is vital.

• AIM: DEBATE PORTFOLIO CONSTRUCTION STRATEGIES

- Strategies Conference will challenge and refresh your portfolio construction thinking, as we debate investment strategies to help you build better quality investor portfolios given the future ain’t what it used to be!

• MOST SUITED TO: INSTITUTIONAL AND WHOLESALE PORTFOLIO CONSTRUCTION PRACTITIONERS

- It is relevant to anyone involved in designing and implementing portfolios for investors.
- It is essential for portfolio construction Practitioners, by whom we mean those whose primary day-to-day role is focused within the spectrum of issues involved in designing and building multi-asset, multi-manager investment portfolios (i.e. using but not necessarily limited to managed funds from a range of firms) and who work a financial advisory, fund research, investment consulting, family office, funds management, superannuation, private fund, endowment fund or investment platform business including:
- Investment advisers giving investment advice on multi-manager, multi-asset funds to individual investors;
- fund researchers;
- investment consultants consulting on multi-asset, multi-manager portfolios;
- portfolio managers designing, building and managing multi-manager investment portfolios; and/or,
- members of investment committees that oversee multi-asset, multi-manager portfolios and/or funds.

We also recognize and respect the invaluable role of Advocates and welcome them attending, too.

2022 Speakers

Rana Foroohar
Financial Times global business columnist and CNN global economic analyst (New York)

Tony Davidow, CIMA®
President & Founder, T. Davidow Consulting (New York)