Professional Planner

Researcher Forum

December 4, 2019

InterContinental Double Bay, Sydney, NSW

The Professional Planner | Portfolio Construction Forum Researcher Forum is a full-day event designed specifically for senior research professionals.

The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.


Connecting with colleagues and trying to have useful and
constructive conversations that everyone benefits from.

Shane BreretonMercer

The fact that the conference is open only to researchers and consultants,
which ensures that we can openly talk through the challenges and
opportunities going forward for this segment of the market.

Rebecca JacquesMercer

Chance to hear points of view on current issues

Toby PotterPhilo Capital Advisors

The most relevant event of the year for me.

Andrea TheouliMadison Financial Group


Building a better product

By | stories | No Comments

Getting financial product design right is not easy and has not always been done well by institutions, Peter Labrie, head of Colonial First State’s investment, managed accounts and product strategy, has told an audience of researchers.

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