Wednesday, June 1st, 2011 - PortfolioConstruction Forum NZ Investment Symposium
Pillars for Building Better Quality Portfolios

The New Zealand Investment Symposium is being presented by an exceptional faculty of Australian investment experts visiting Christchurch this week, exclusively to support Christchurch financial advisers affected by the recent earthquake, and their clients.

Sydney-based Christchurch expat Graham Rich, and organiser said Wednesday’s Symposium, and a dinner for the 100 delegates and their partners is being hosted free-of-charge for all Christchurch-based financial advisers. A number of financial advisers from as far away as Auckland and Invercargill have also flown in especially to support their colleagues and to benefit from the education.

The Symposium is designed to achieve several objectives, said Graham Rich of PortfolioConstruction Forum. “Christchurch based advisers have not had time to manage their own continuing professional development recently and so we can help with that by bringing the best of the best investment minds to them. Our presenters really want to offer practical and professional help, to enable investors to get the flow-on benefit of better quality advice. Plus, we get to spend some money in Canterbury to support local business at a time when many conferences have taken the easy option and gone elsewhere. Finally, all surplus proceeds will be donated to the government earthquake fund.”

The interactive one-day program features leading economists, investment managers and senior business leaders from Australia.

Speakers, who have all donated their time and costs, plus contributed to the funding, include Australian’s Jonathan Pain investment strategist and author of the Pain Report; Hamish Douglass, CEO and investment manager of Magellan Financial Group; Peter Dorrian, investment specialist of PIMCO; Tim Farrelly, investment strategist of farrelly’s Investment Strategy; Paul Barrett, Head of ANZ Advice Australia and Graham Rich are New Zealanders who have returned from Sydney especially to present. In addition, George Kerr, CEO of Torchlight Investment Group and John Ombler, acting Chief Executive of the Canterbury Earthquake Recovery Authority will open the program with a briefing and Brigadier Anne Campbell (NZ Army retired) will close the program with a specialist disaster recovery management session.

In addition, New Zealand businesses actively supporting the program include Morningstar (an investment research business), OnePath (an investment funds manager) The Strategi Institute (an adviser training business).

“I reckon all participants can be thrilled with the outcome,” said Graham Rich.

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PortfolioConstruction Forum NZ Investment Symposium

Building portfolios to suit individual investors’ needs, goals, and attitudes has never been so difficult. If your role includes designing, building and managing investment portfolios, you’re a member of an investment committee (or you have a professional responsibility to understand how leading portfolio construction practitioners do this), PortfolioConstruction Forum is for you.

PortfolioConstruction Forum is Australia's leading professional development service for portfolio construction practitioners, enabling better quality portfolio construction knowledge and skills. It presents contemporary and emerging portfolio construction information and tools, delivered through six exceptional interactive interactive professional development programs, supported by a web-based resources centre.

It is focused on the three pillars for building better quality investor portfolios:

  • Markets: understanding the key drivers and outlook for the markets;
  • Strategies: developing strategies to generate superior returns while managing risk;
  • Investing: identifying superior investment products and their place in portfolios.

Graham Rich
P: 61 418 437 484


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