Professional Planner

Researcher Forum

December 4, 2018

Amora Hotel Jamison, Sydney

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.

Key Speakers

George Walker

Head of investment sales, Colonial First State

3:05pm – 3:55pmPRODUCT STRUCTURE AND DESIGN – DO WE REALLY KNOW OUR PRODUCTS?

Debbie Alliston

Head of multi-asset portfolio management and a member of the executive committee, AMP Capital

9:10am – 10:00amPORTFOLIO DESIGN – HAS IT MOVED WITH THE TIMES?

Piers Bolger

Chief investment officer, Viridian Advisory

1:50pm – 2:40pmRESEARCH NEEDS FOR THE ADVICE PRACTICE OF THE FUTURE

Lachlan Cameron

Head of distribution, PM Capital

11:20am – 12:10pmInside the licensee’s world

Jason Coggins

Head of funds research and investment strategy, Koda Capital

1:50pm – 2:40pmRESEARCH NEEDS FOR THE ADVICE PRACTICE OF THE FUTURE

Annick Donat

Chief executive, Madison Financial

11:20am – 12:10pmInside the licensee’s world

Event partner

Sponsors

PLatinum

Gold

Gallery

An opportunity to share the concerns and needs of the community we serve
(and subsequently the clients they serve).

Annick DonatChief executive, Madison Financial Group

Chatham house rules allowing senior heads to speak freely was very beneficial

Todd WaltersPrincipal, member education, Portfolio Construction Forum

It was great listening to the differing views on Goals based verses Objectives based investing along with catching up with members of the industry that I had not had the opportunity to meet for a good while.

Graham FoxPrincipal consultant, chief executive, financial adviser, FOX Wealth Management

Hearing how other researchers are tackling the same issues we all face was very beneficial.

Leanne MiltonHead of advice research, channel strategy and services, AMP Financial Planning

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