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Investment Specialist Forum

For two exciting days we will bring together some of the leading investment thinkers in our industry. You will hear from portfolios managers, economists, investment experts & peers.

Your current Investment Philosophy will be tested against the best ideas to challenge and refresh your thinking. We will also explore and debate current & emerging trends with leading experts and you will gain practical insights into the efficient implementation & monitoring of your portfolios.

This is an in-person event and will not be recorded or streamed. To allow for interstate & regional Advisers to attend, day 1 will be starting at 10am & day 2 will conclude at 4pm.

The full agenda will be made available in the coming weeks.

This invitation is open to Principal’s and Advisers only as the event will be limited to 25 Advisers. If you or the Advisers in your practice would like to attend, please register by clicking the below link.

CLICK HERE to register

 

In this Edition

·       A note from Annick

·       Save the Date

·       Investment Specialist Forum

·       Upcoming Webinars

·       The View

·       Madison Investment Support

·       Clime Project Streamline

·       Practice Efficiency Reporting

·       Active File Review Pilot

·       CPD, CPD, CPD

·       Which Advice Coach do I contact?

·       FASEA Exam preparation support

·       FASEA Exam sittings 2021

·       Kaplan Professional Study

·       From our Corporate Partners

Go Back
[wpseo_breadcrumb]

Investment Specialist Forum

For two exciting days we will bring together some of the leading investment thinkers in our industry. You will hear from portfolios managers, economists, investment experts & peers.

Your current Investment Philosophy will be tested against the best ideas to challenge and refresh your thinking. We will also explore and debate current & emerging trends with leading experts and you will gain practical insights into the efficient implementation & monitoring of your portfolios.

This is an in-person event and will not be recorded or streamed. To allow for interstate & regional Advisers to attend, day 1 will be starting at 10am & day 2 will conclude at 4pm.

The full agenda will be made available in the coming weeks.

This invitation is open to Principal’s and Advisers only as the event will be limited to 25 Advisers. If you or the Advisers in your practice would like to attend, please register by clicking the below link.

CLICK HERE to register

 

In this Edition

·       A note from Annick

·       Save the Date

·       Investment Specialist Forum

·       Upcoming Webinars

·       The View

·       Madison Investment Support

·       Clime Project Streamline

·       Practice Efficiency Reporting

·       Active File Review Pilot

·       CPD, CPD, CPD

·       Which Advice Coach do I contact?

·       FASEA Exam preparation support

·       FASEA Exam sittings 2021

·       Kaplan Professional Study

·       From our Corporate Partners

Go Back