PortfolioConstruction Forum Academy

advancing portfolio construction knowledge and wisdom

PortfolioConstruction Forum Academy challenges and advances portfolio construction knowledge and wisdom.  It is a post-graduate extension program to the other PortfolioConstruction Forum professional development programs.

The annual Academy program comprises a series of exclusive one-day, research-based, post graduate level, active-learning professional development seminars on contemporary portfolio construction issues, perspectives and approaches.  It is a small, high-quality peer group environment where in-depth Socratic debate and active discussion is encouraged (indeed, expected!).

Open to a select group of 100 (maximum) senior, experienced portfolio practitioners each year, the Academy will enable you to continuously develop, test, and validate your portfolio construction philosophy and decision-making framework.

Quicklinks

Why is it different?       Program overview       Past programs                                                              Send me more info >

Who is it suited to?

If you are a senior, experienced portfolio construction practitioner, committed to advancing your portfolio construction knowledge and wisdom, then the PortfolioConstruction Academy is for you. Membership is by application (100 maximum), and is non-transferrable.

What makes it different?

PortfolioConstruction Forum Academy is:

• Effective – significantly increases portfolio construction knowledge and wisdom.

• Exclusive - a small, high-quality peer group  of senior, experienced portfolio construction practitioners.

• Expert – delivers three carefully selected, advanced portfolio construction case studies for debate at each seminar.

• Engaging – in-depth Socratic debate and active discussion is encouraged (indeed, expected!).

• Efficient – the program is accredited for 45+ CPD per year, helping you meet your regulatory and PI requirements.

Program overview

PortfolioConstruction Academy comprises five one-day, research-based, post graduate level, active-learning sessions at our Sydney campus per curriculum year (from mid November to mid June each year).  In addition, from time to time, selected Members will be invited to optional professional development programs specifically suited to their roles.

2011/2012 curriculum*

Program

Date

Arrive/Starts/Ends

Followed by

Spring Seminar 2011

Friday 4 Nov 2011

8.30am/9.00am/5.00pm

Informal drinks

Markets Summit 2012

T 14 Feb 2012

8.00am/8.30am/6.20pm

Academy Bar-B-Q

Summer Summer 2012

W 15 Feb 2012

8.30am/9.00am/5.00pm

Informal drinks

Autumn Seminar 2012

W 18 Apr 2012

8.30am/9.00am/5.00pm

Informal drinks

Winter Seminar 2012

W 20 Jun 2012

8.30am/9.00am/5.00pm

Informal drinks

* Exceptional circumstances may mean a Member is granted leave to miss one day of the five-day annual Academy curriculum, but the expectation is that Members are fully committed to attending all five days in full.  Membership is non-transferable.

Recent past programs

Spring Seminar 2011

1. Investment fables
2. Scenarios and their investment implications - Part 2
3. Greece is the word. But what are the investment implications?

Resources >

Winter Seminar 2011

1. How to build a framework for assessment of niche exposures in a  portfolio
2. How to incorporate value strategies in equity portfolios
3. How to analyse investment scenarios and their implications for portfolios - Part 1

Resources >

Autumn Seminar 2011

1. How to judge the likelihood that a manager will or has added value
2. Is investing post-retirement different? How to quantify and manage the issues
3. How to spot global trends, and draw investment inferences from them

Resources >

Summer Seminar 2011

1. Forever blowing bubbles
2. Avoiding avoidable mistakes
3. Agency risk and portfolio construction

Resources >

Spring Seminar 2011

1. Currency - to hedge or not to hedge
2. Adventures in asset allocation
3. The US now and possible future scenarios

Resources >

Send me more info >