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Markets Summit 2012 - program & registration

For decades, long-only equities has been “king”, the dominant component of most long-term investors’ portfolios. But, the King has been overthrown in recent years, and cash has assumed the throne as investors have flocked to its supposed safety. Cash is now King - but is just it a pretender to the throne?

Markets Summit 2012 will debate how long cash will remain King, how other asset classes will fare against it over the coming three years – and how we can do better than cash when building quality investor portfolios.

 

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Program overview         Registration options         Full program                                                             Have a question? >

Program overview

Overview

Markets Summit facilitates debate on the medium-term outlook for the markets, and the portfolio construction implications.

This interactive, one-day program features 15 local and international investment professionals - economists, investment strategists and senior market specialists from around the world - discussing the three-year outlook for the global economy, key markets and asset classes as well as the opportunities and risks, and signposts to watch for – and, of course, the implications for portfolios. Markets Summit is a companion program to our annual Conference.

The program is structured in five broad parts and features 15 local and international investment professionals.
1. Big Picture Forum
2. Asset Class Forum
3. Portfolio construction implications
4. The Peter Bernstein Memorial Lecture
5. Annual Hot Topic Debate                                                                                  Full program >

Most suited to

Markets Summit is relevant to all wealth management professionals who have a responsibility to understand the drivers and outlook for investment markets, one of the three pillars of portfolio construction.

Time/date

8.30am-6.00pm, Tuesday 14 February 2011
Arrive 7.00am-8.00am for check-in and coffee*
(followed by Networking Reception from 6.00pm-7.00pm)

Coming from interstate? We strongly recommend that you fly in the evening prior - it's a jam-packed, marathon 9.5 hour program (8 hours of content) and, as past delegates will attest, to get the most from it, it's best to be fresh.

Where

Australian Technology Park, Redfern, Sydney.
(ATP is situated between Sydney's CBD and airport.)

There are many quality hotels within a 5-10 minute taxi ride.

Getting there >
 

Where to stay >

Registration options

Like our annual Conference, Markets Summit is expected to sell out and have a wait list, so don't delay registering. Please note, by registering, you agree that you have read, understood and agree to be bound by the Registration Terms and Conditions below.

Options

Delegate type

Registration fee ($ ex-GST per person)

 

 

Practitioner*

Practitioner* Group (3-7)

Practitioner* Group (8+)

Non-Practitioner

Guest Practitioner Package

$375

$337.50 (10% discount)

$318.75 (15% discount)

$1,995

POA

Register now >

Contact Us >

Contact Us >

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Who qualifies as a Practitioner?

The following registration options are for individuals whose primary role is as a principal, researcher, investment committee member, adviser or paraplanner in a financial advisory firm or family office; researcher/analyst with an investment research house, asset consulting firm, or platform; researcher/analyst/portfolio manager with a manage-the-manager fund manager; or a super fund executive, trustee or investment committee member.

Terms & conditions

Registration for the PortfolioConstruction Forum Markets Summit 2012 ("Program") includes one individual attending the Program on 14 February 2012 including morning tea, lunch, afternoon tea, and networking drinks, PortfolioConstruction.com.au membership and access to the online Resources Kit published afterwards on it. Registration for the Program is subject to PortfolioConstruction Forum's standard Program terms and conditions (click HERE >).

Program and speakers

Big Picture Forum - Part 1

The Big Picture Forum provides delegates with briefings on the current status and 2012-2014 outlook for the global economy, global debt market, global developed market equities market, and global EM equities market. Presenters present preapproved, post grad level, presentations, developed specifically for Markets Summit.

Each of the Big Picture presentations follows the same structure and timing, so delegates can contrast the diverse and opinionated views.

The current status and outlook for the global economy
The 2012-2014 outlook for the global economy with particular emphasis on the US and Europe, the key scenarios and likelihood of each, and the portfolio construction implications.
- Russ Koesterich, Global Chief Investment Strategist, iShares (USA)  Bio >

The current status and outlook for the global debt markets
The 2012-2014 outlook for the global debt markets including the most likely scenario, performance relative to cash, risks and opportunities, and the portfolio construction implications.
- Scott Mather, Head of Global Portfolio Management, PIMCO (USA)
   Bio >

Panel debate
Our Big Picture Forum panel debates the outlook for the global economy and global debt markets, and portfolio construction implications...
- Russ Koesterich, Global Chief Investment Strategist, iShares (USA)  Bio >
- Scott Mather, Head of Global Portfolio Management, PIMCO (USA)
  Bio >
- Allan Conway, Head of Emerging Market Equities, Schroders (UK) 
- William (Bill) Priest, CEO & PM, Epoch Investment Partners (USA) 
Bio >
- Vimal Gor, Head of Income & Fixed Interest, BT Investment Mgmt (Au)  Bio >
- Tim Farrelly, Principal, farrellys Proactive Asset Allocation (Au)   Bio >
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)   Bio >

8.30am

Morning tea

 

10.30am

Big Picture Forum - part 2

Part 2 of the Big Picture Forum picks up where we leave off before morning tea.

The current status and outlook for the global developed market equity markets
The 2012-2014 outlook for the global DM equity markets including the most likely scenario, performance relative to cash, risks and opportunities, and the portfolio construction implications.
- William (Bill) Priest, CEO & PM, Epoch Investment Partners (USA)
    Bio >

The current status and outlook for the global emerging market equity markets
The 2012-2014 outlook for the global EM equity markets including the most likely scenario, performance relative to cash, risks and opportunities, and the portfolio construction implications.
- Allan Conway, Head of Emerging Market Equities, Schroders (UK)

Panel debate
Our panel picks back up on their debate, this time focusing on the outlook for the global equity markets and portfolio construction implications...
- Russ Koesterich, Global Chief Investment Strategist, iShares (USA)  Bio >
- Scott Mather, Head of Global Portfolio Management, PIMCO (USA)
  Bio >
- Allan Conway, Head of Emerging Market Equities, Schroders (UK) 
- William (Bill) Priest, CEO & PM, Epoch Investment Partners (USA) 
Bio >
- Vimal Gor, Head of Income & Fixed Interest, BT Investment Mgmt (Au)  Bio >
- Tim Farrelly, Principal, farrellys Proactive Asset Allocation (Au)   Bio >
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)   Bio >

11.00am

Lunch

 

12.45pm

Asset Class Forum - Part 1

Part 1 of the Asset Class Forum offers delegates the choice of five concurrent electives In these sessions, Partners present their preapproved, post grad level, presentations, developed by them specifically for Markets Summit. Delegates attend one ACF session during Markets Summit and afterwards the synchronised slides and audio are available in the

All of the sessions follow the same structure and timing, so that in Part 2 (see below), delegates have the ability to contrast the speakers’ diverse and opinionated views.

The Australian debt market
The 2012-2014 outlook including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications.
- Victor Rodriguez, Head of Au Fixed Income, Aberdeen Asset Mgmt (Au) Bio >

The Australian equities market
The 2012-2014 outlook including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications.
- Ian Harding, Director & Co-Founder, Wavestone Capital (Au)  Bio >

The REIT market
The 2012-2014 outlook including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications.
- Andrew Parsons, Senior Portfolio Manager, Resolution Capital (Au)   Bio >

The Asian equities market
The 2012-2014 outlook including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications.
- Eng Teck Tan, Investment Manager, TAAM (Singapore)  Bio >

The global commodities market
The 2012-2014 outlook including the most likely scenario, performance v cash, risks and opportunities, and portfolio construction implications.
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)   Bio >

1.30pm

Asset Class Forum - Part 2

In part 2 of the Asset Class Forum, we return to the main Theatre and our five markets specialists from the Asset Class Forum part 1 join our Inquisitors to debate and test the outlook for their markets relative to cash, and the portfolio construction implications...
- Victor Rodriguez, Head of Au Fixed Income, Aberdeen Asset Mgmt (Au) Bio >
- Ian Harding, Director & Co-Founder, Wavestone Capital (Au)  Bio >
- Andrew Parsons, Senior Portfolio Manager, Resolution Capital (Au)   Bio >
- Eng Teck Tan, Investment Manager, TAAM (Singapore)   Bio >
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)   Bio >

- Tim Farrelly, Principal, farrellys Proactive Asset Allocation (Au)   Bio >
- Andrew Pease, Investment Strategist Australia, Russell Investments (Au) Bio >

2.30pm

Afternoon tea

 

3.35pm

Portfolio
construction implications

All of the Markets Summit sessions are building blocks for this session which helps delegates determine the key takeouts from teh program, and actions to take when building investor portfolios...

My key takeouts
Our two lead Inquisitors from the day share their key takeouts from the Big Picture Forum and Asset Class Forum, and what in their view, are the portfolio construction implications...
- Tim Farrelly, Principal, farrellys Proactive Asset Allocation (Au)   Bio >
- Chris Watling, CEO/Chief Market Strategist, Longview Economics (UK)   Bio >

4.00pm

Inaugural Peter Bernstein Memorial Lecture

Zombie Economics
The GFC exposed the flaws in many of the assumptions behind market liberalism - in most cases, problems were evident well before the GFC, but those who pointed them out were dismissed or ignored.  These dead ideas still walk among us - they brought us to the brink of disaster once before, and their persistent hold on many threatens to do so again. We must look ahead at what could replace market liberalism.
- John Quiggin, Professor of Economics, University of Queensland (Au)   Bio >

4.30pm

Annual Hot Topic Debate

Gold - A Knight in Shining Armour
Our annual hot topic debate is always lively!  This year we focus on the case for and against including gold in portfolios. Is gold a good means of portfolio diversification and protection, as well as a hedge against inflation and currency depreciation? Or is it, as those in the opposing corner argue, that the last decade is an anomaly for gold and, as a faith-based metal that pays no dividend, cannot be eaten and is mostly used for nothing more useful than jewelry, it has no place in portfolios.
- The case for - Laurence McGuirk, CEO, AgAu Capital (Au)   Bio > 
- The case against - TBC

5.10pm

Networking Reception

Join your fellow delegates for a well earned, relaxed drink and catch up.

6.00pm

 

 

 

 

 
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