FICC (Fixed Income, Credit, Currency) Forum 2018 1 November 2018 Westin Hotel Sydney NSW, Australia With yields at record lows in recent years, sovereign bonds seem to have been considered the ugly ducklings of the fixed income market. At the same time, corporate debt issuance, especially high-yield debt, has exploded since 2009. Some of which has found their way into exchange traded fund vehicles, creating the illusion of daily liquidity. […] View details
Global Investment Strategy Forum 2018 10 October to 11 October 2018 Park Royal on Pickering Hotel, Singapore Is this time different? The dragonfly is often represented as an agent of change, with its agility reflected in its ability to move comfortably on land, water or air. That symbol of change is further reflected in the search for a deeper meaning “beyond the surface”, as exemplified by the insect’s scurrying flight across the […] View details
Luncheon: Capacity Analysis for Equity Funds – SYD 18 September 2018 Perpetual: Angel Place, Level 18, 123 Pitt Street, Sydney NSW 2000 Investors know from experience that exceeding the limitations of an equity strategy’s capacity will ultimately destroy much of the generated alpha. But when constraints are put in place, whether they are hard or soft closes, the limitations are often rather fluid in nature. At this luncheon, Geoff Warren, Associate Professor at the Australian National University, […] View details
Asset Allocation Forum 2018 23 August to 24 August 2018 Hawkesbury Valley NSW, Australia Marco Polo believed in unicorns and went looking for them in his trips to Asia. When he finally came across an animal that fitted his conception of having a horn on his head – a rhinoceros – he was bound by his paradigm and convinced that the mystical animal was sighted. View details
Luncheon: The RBA’s View on Cryptocurrencies 8 August 2018 Dexus Place, Level 5, 1 Margaret Street, Sydney In March 2018, the tiny island nation of the Marshall Islands passed a law that allowed it to issue its own currency for the very first time, having relied on the US dollar as its main currency since it gained independence in 1979. But it wasn’t a traditional form of currency. The Marshall Islands plans […] View details
Luncheon: Capacity Analysis for Equity Funds – MEL 31 July 2018 Perpetual: Level 35, 525 Collins Street, Melbourne VIC 3000 Investors know from experience that exceeding the limitations of an equity strategy’s capacity will ultimately destroy much of the generated alpha. But when constraints are put in place, whether they are hard or soft closes, the limitations are often rather fluid in nature. At this luncheon in Melbourne, Geoff Warren, Associate Professor at the Australian […] View details
Luncheon: Human and Machine Decision-Making – SYD 28 June 2018 Macquarie Group: G/F Shelley Street, Sydney NSW 2000 (*Note: Venue Change) In a world of powerful algorithms and intelligent robots, of passive and factor-based strategies, what is the future role for humans in the investment management industry? What can asset managers learn from Deep Blue’s triumph at chess, from Watson’s victory at Jeopardy, from AlphaGo’s win at Go, from machine learning’s success at language translation, or […] View details
Insurance Investment Forum 2018 19 June 2018 Intercontinental Double Bay NSW, Australia The condor is often thought of as a somewhat unsightly bird with a head that is largely characterised by the patches of naked skin that are only sparsely interrupted by scraggly feather growth. Its image isn’t helped by its macabre dietary habits of scavenging for food by feasting on animal corpses, often overeating to the […] View details
Investment Strategy Forum 2018 10 May to 11 May 2018 Torquay VIC, Australia Do squirrels ever forget where they put their nuts? Legend has it that squirrels simply absent-mindedly bury nuts in the hope of sniffing some out in the future – whether they are the ones they buried or otherwise. But in 1990, Princeton University’s biology department dispelled this myth of squirrel behaviour. They discovered that […] View details
Insurance Luncheon: E.R.M. & Investment Strategy 3 April 2018 Level 19, 5 Martin Place, Sydney NSW 2000 In the insurance industry, is there any difference in the approach to Enterprise Risk Management (ERM) between the public and private sector? Assuming there is, how might those differences affect an organisation’s investment strategy and approach? Gavin Pearce has worked in both the public and private sector, in life insurance and general insurance. In […] View details
