Financial Advice New Zealand has partnered with Portfolio Construction Forum to co-host the 23rd annual Portfolio Construction Forum Strategies Summit 2024 being held over the 21st and 22nd of August 2024.

We invite investment practitioners* and CERTIFIED FINANCIAL PLANNERS cm to attend our co-hosted onsite livestream events on Wednesday 21st August in Auckland, Wellington or Christchurch.

Established in 2002, Strategies Summit is ‘the’ portfolio construction strategies program of the year. It will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, to help you build better quality portfolios.

This year’s theme: The whole is greater than the sum of its parts!
For centuries, philosophers and scientists have explored emergence – the idea that several substances may be combined to create higher-level substances with new and very different characteristics. Metals, plastics, and glass form the components needed to build an airliner, offering a cost-effective and comfortable means of long-distance travel. Processed differently, those same raw materials combine to form laptop computers that enable people to communicate, trade and work remotely, reducing the need to travel at all.

Multi-asset, multi-manager investment portfolios can be viewed as complex machines that, if properly assembled and managed, provide benefits far outweighing those of their individual components. Each element should be best practice – yet only a holistic portfolio construction approach which considers all the parts, and the interactions between them, supported by a clear and cohesive implementation framework, can ensure client objectives will be met. The whole is definitely greater than the sum of its parts!

There are three great reasons to join us:

• Curated by Portfolio Construction Forum’s specialist, experienced and independent team, the programme features an exceptional faculty of leading investment thinkers from around the world including Pippa Malmgren and Scott Welch.
• You can engage with 1,000+ of your peers via the livestream hosted events
• You’ll earn 12+ CPD hours from attending the live program in full, to help meet your professional development requirements.

How to participate:

We encourage you to attend the onsite events for the first day of the Strategies Summit where we will collectively watch a livestream from Sydney amongst our peers. This is complimentary for members. When you register for the onsite live stream event you will also receive the link for the livestream access for the second day. Registrations close on 15 August 2024.

Wednesday 21 August 2024 | Livestreaming onsite in-person event | NZST 10.00am-7.45pm.  Auckland | Wellington
Thursday 22 August 2024 | Livestream | NZST 10.00am-3.00pm (at your desk)
Lunch and dinner will be provided at each of the venues on the Wednesday.

Alternatively, you can purchase the livestream access only for the two days. There is a cost associated with this option, live stream (A$395+GST).

*Practitioners are those whose primary day-to-day role is focused directly on aspects of 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 in a financial advisory, managed funds research, investment consulting, or family office business or a multi-manager funds management/super/endowment fund business or an investment platform business.