Preview of the Portfolio Construction Forum Strategy Summit 2024 with Jonathan Ramsay & Jonathan Tolub
We are all painfully aware that the financial advice industry is on the cusp of significant change as it grapples with increased regulation, the industrialisation of advice delivery, and rapidly shifting market dynamics. Against this backdrop, the Portfolio Construction Forum’s upcoming Strategy Summit (August 21st/22nd) has leaned into the change to build an agenda that reflects where the industry is at and how to move forward.
In this week's video, Director’s JT and JR share a preview of the conference and explore how the theme 'The whole is worth more than the sum of the parts' aptly describes our approach: blending our process with our clients' needs to create a comprehensive, collaborative solution for investors.
Summit Agenda Preview:
The conference structure mirrors the investment decision-making cycle, broken down into the following ‘content blocks’:
1. Macro Scene Setting: Setting the economic context.
2. Strategies: Beyond products, focusing on thematic implementations of macro strategies.
3. Public vs Private assets with some interesting sessions like ‘In Defense of Public Markets’ as well as the prospect of ‘Passive in Private’
4. Portfolio Design – asset allocation principles, portfolio optimisation form a range of people like us (asset consultants but also including an interesting speaker from the US that runs an outsourced CIO business)
5. Human factors – behavioural finance including one from Tassos Stassopolus of Trinetra called “ A change of perspective is worth 80 IQ points” which has piqued our interest (sounds like a good deal to us!)
6. Investment Committee Hypothetical – Economic and Asset Class Outlook / Asset Allocation including 1 session run by InvestSense involving Economist Andrew Hunt which turns all of these ideas into ‘a’ portfolio with panel and audience participation.
7. An optional Implementation Workshop on the 2nd afternoon where InvestSense will facilitate a discussion with and amongst advisers about how some of these ideas might make it into their practices and their clients’ portfolios (in person only).
"We're trying to make the sum of all the parts – of us, of the managers we bring into portfolios, of all the other contributors – more valuable as a whole when they end up in clients’ hands." In an era of profound change, this holistic, systems-based approach could be exactly what advisers need to energise their practices.
Come along and join us on August 21st & 22nd.
Register here to access the live stream: Portfolio Construction Forum Strategies Summit 2024 Live Stream
We also have a limited number of tickets available for the in-person event in Sydney, please get in touch with the team (it’s quite a production and great fun).
