The PHAROS Adviser Conference is known as the pinnacle of events throughout the year by our advisers and in more recent years by the industry as a whole. The reason for this is the quality of our content and the strategy behind the two day event to ensure every attendee including delegates, corporate partners and speakers themselves receive outstanding value for the time they spend with us. Aside from the quality of our content we realise the importance of networking within our dealer group and the value this has for our advisers and their staff. Our conference is an opportunity for our delegates to swap ideas, strategies and processes which is so vitally important in our industry. As a small dealer group we also understand the responsibilities our advisers have outside of their work, and so we are one of the few adviser conferences that truly run a family and partner friendly program. We really make an effort to include those most important to you at our events. Your key contacts for this area are Cass Boyle and Bethany Wooster.
Separate to the annual conference is our PD Roadshow, and the more specialised Compliance Summit, held in Melbourne, Sydney and Brisbane each year. Whilst the conference is our flagship event the PD Days and Compliance Summits are equally important, reaching advisers and their team members who may not have been able to make it to the conference for one reason or the other.
Using our vast network of speaker connections we provide industry updates across both investment and risk advice along with more technical sessions chosen by our Adviser Services Committee. This committee, made up of advisers within our own network, is the sounding board and the main contributor to ensuring the relevance and overall success of our PD Events.
Our highly specialised investment advice and guidance covers all sectors of the investment universe, including the Madison Approved Product List (APL). Advisers benefit from the investment committee experience, collaboration and process – the committee consists of members of the group, advisers and external industry analysts sourced for their expert knowledge. The committee provides analysis and recommendations across asset allocation and product selection along with economic and investment updates. Model portfolios available in both fund and SMA style. The philosophy that committee is using: we firmly believe, and this is based on a lot of evidence, that the strategic allocation in the portfolios is what really drives real returns. Most of the difference in returns between portfolios is explained by differences in their strategic asset allocation. Most studies indicate that in excess of 85% of the variations in return on portfolios come from differences in long term average asset allocation. The output of PIC is: – Madison investment market and portfolio update – PIC Report which is distributed monthly – Investment briefing papers – Madison approved product list (APL) – Madison model portfolios Your key contact for this area is James Purvis.