Wealth Management Symposium 2017

Tuesday 8 August 2017
Commences Tuesday morning and concludes that evening.

Melbourne, VIC

CIE’s Wealth Management  Symposium provides leading wealth management professionals an intimate, highly interactive and exclusive environment to examine critical issues relating to allocating capital and practice management among industry peers and thought leaders. The Symposium explores the risks and rewards that the current investment landscape presents and carefully considers investment strategies that enable advisors to position their clients’ portfolios to capture opportunity whenever and wherever it avails.

The key topics to be covered include:

  • Implications of reducing liquidity in the global financial system
  • Adapting portfolios to changing thematics and potential turning points
  • Striking the right balance of liquid and illiquid non-correlated strategies
  • Reframing the portfolio construction challenge to explicitly target client risk

Who should attend?
Wealth management/investment professionals
Heads of research
Financial planners
Dealer Groups
Staff involved in the management of retail assets

Attendance:
Approximately 90-110 representatives of retail investor entities.

Registration fee:
A$995 (+ GST)
CPD Points accredited

*These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, symposium application and levels.