FutureWealth Asset Allocation
Event Details
Date: 11 June 2015
Time: 8.30am – 1.30pm
Venue: The Four Seasons Hotel, Sydney
There is no doubt that increasing regulatory scrutiny overlaying the client best interest responsibilities have placed increased pressure on the choices made by financial planning firms, particularly at the level of investment committees.
The pathway for all market participants is consequently increasingly difficult to navigate and the critical steps toward investment approval are now subject to new complexities. FutureWealth will facilitate a discussion that opens these challenges to informed review with the objective of clarifying how requirements have changed, how the market is responding to new these requirements and what opportunities exist for market participants to position and optimise their investment proposition.
Joining the FutureWealth Asset Allocations discussion will be the senior decision makers within the financial services sector who have a material impact on the structure and regulation of the market specifically how products, planners and end investors can converge in this new environment.
Peer-to-peer discussions tables allow networking and learning from senior level peers on a variety of topics throughout the day, this is an opportunity for participants to apply today’s assessment rigour to their individual strategies and take an edge in developing a tested response to market barriers.
Each table features an individual topic selected on the basis of the size of its market and the range of affected participants. Each table is hosted by an expert moderator, peer-to-peer discussions. Topics include:
- Aussie Equities
- Global Equities
- Fixed Income
- ETFs
- Property
- Technology
Delegates are nominated through a vetted invitation-only process, restricting attendees to appropriately calibered key decision makers. This tier of executives includes Chief Executive Officers, Managing Directors, General Managers and Heads of investment committees and other suitably credentialed executives dealing in the asset allocation space.
Please submit your interest in attending via the below registration link, and our team will review your application.
For more information please contact event manager Kristyn Ibrihim - [email protected] or 02 8484 0957
