Equities Forum 2017

Wednesday 19 – Friday 21 July 2017
Commences Wednesday afternoon and concludes Friday afternoon.

RACV Country Club, Healesville, Victoria

CIE’s Equities Forum will delve into the challenge of building efficient, globally-oriented equity portfolios. Clearly, domestic equity exposure will remain a cornerstone of Australian institutional investor portfolios; however as the superannuation system continues its rapid growth, global equities are set to play a greater role. As this trend evolves, the challenge will be to create an equity portfolio where both Australian and global stocks are properly integrated rather than seen as separate asset classes.

Topics to be covered include:

  • Viewing the world through geographic, thematic, or emerging economy lenses
  • How Australian companies are positioned on the global stage
  • Tailoring investment approaches according to market characteristics
  • Designing equity portfolios in a global setting

Who should attend?
Chief Investment Officers
Heads of asset classes
Investment committee members
Senior investment staff and trustees of institutional investor entities directly or indirectly managing fund assets

Approximately 40-50 representatives of institutional investor entities.

Registration fee:
A$2,950 plus GST
15 CPE Points

Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.

Notes: Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.

On January 25th, 2011, posted in: Upcoming Forum Program by

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