Portfolio Construction Masterclass 2018 20 March to 21 March 2018 Sofitel, Nadi Fiji The 4th annual Portfolio Construction Masterclass will enable the global investment management community to impart knowledge and expertise to senior executives of provident/trust funds in the Pacific Island and Oceania region. It will also serve as a platform peer-to-peer exchange and collaboration amongst these funds. View details
Equities & Equity Alternatives Forum 2018 27 February to 28 February 2018 The Intercontinental, Double Bay NSW Australia If the correlation between equities and bonds will look different in the years ahead, what does this mean for your equity portfolio? These and other questions will be discussed at the [i3] Equities & Equity Alternatives Forum 2018. View details
Christmas Drinks 2017 6 December 2017 NSW Parliament House, Sydney NSW Australia As a wrap-up to yet another busy and successful year, the Investment Innovation Institute [i3] is once again pleased to host the annual Christmas Drinks for members, clients and friends. This is an opportune time to relax and catch-up with peers as well as reflect and celebrate the year’s achievements. View details
Asset Management Leadership Roundtable 2017 6 December 2017 NSW Parliament House, Sydney NSW Australia In line with [i3]’s vision of facilitating dialogues between asset owners (fiduciary investors) and asset managers, this roundtable aims to help asset managers take stock of the changing investment environment and implications for clients’ strategy and organisational development. At this year’s roundtable, we focus on the changing nature of the relationship between asset manager, asset consultant and investor. View details
FICC (Fixed Income, Credit & Currency) Forum 2017 8 November 2017 Intercontinental Hotel, Double Bay NSW Australia Last year, investors were faced with bond yields at all time lows, while the outlook for economic growth looked increasingly positive. This sparked some concerns over the possibility of rapidly rising interest rates. But investors are now increasingly accepting that we might be faced in a low yield, low growth environment for much longer than thought possible. What to do when faced with such difficult conditions? View details
Global Investment Strategy Forum 2017 11 October to 12 October 2017 Sofitel Sentosa, Singapore Global markets continue to experience distortions as a result of interventionist monetary policies of the major central banks. Investors’ portfolios inevitably experience the consequences, with correlations and asset class returns less stable and unpredictable. View details
Luncheon: Neurobiology & Decision Science – MEL 18 September 2017 Level 23, 101 Collins Street, Melbourne VIC 3000 Starting from a (sensational?) article in Scientific Reports that discovered a relationship between “gut feeling” and professional trading success, Prof Bossaerts will delve into the neurobiological foundations of financial decision-making. Taking place in Melbourne, this presentation will highlight how biology not only can clarify otherwise puzzling behavioural findings, but also uncover behavioural traits that behaviour-centred […] View details
Asset Allocation Forum 2017 24 August to 25 August 2017 Crowne Plaza, Terrigal NSW Australia Does the tortoise win all the time? In the familiar ‘tortoise versus hare’ race, ‘slow and steady’ has often been held up as an important virtue of long term investing. Despite the vagaries of ad hoc opportunities, having the patience to only focus on the long horizon is expected to be the winner. While ideal, such a scenario may be too simplistic for today’s investment environment. View details
Luncheon: Neurobiology & Decision Science 31 July to 31 July 2017 Level 9, 50 Martin Place, Sydney NSW 2000 Starting from a (sensational?) article in Scientific Reports that discovered a relationship between “gut feeling” and professional trading success, Prof Bossaerts will delve into the neurobiological foundations of financial decision-making. This presentation will highlight how biology not only can clarify otherwise puzzling behavioural findings, but also uncover behavioural traits that behaviour-centred research has overlooked. It […] View details
Insurance Investment Forum 2017 6 June 2017 Intercontinental, Double Bay NSW Australia Investing in an environment that is undergoing significant change is a risky endeavour, even if you are conservative by nature. But such an environment makes investing especially hard if you are trying to make a reasonable prediction of returns in order to match your liabilities. Fixed income has been the default asset for most insurance investors, but will it still be going forward? View details
