Deeper dive into the Dimensional approach and process, including a demonstration of how we add value with access to ongoing research, client communication tools and practice management support.

Official Opening – CEO Glenn will reflect on some of the key changes that have taken place in the Australia and global financial advice industry recently, and what opportunities exist for advisors moving forward

• Dynamics in Asia Pacific: A Global Influence – Economist Tim Harcourt will provide some insights into the economic and geopolitical landscape, with a particular focus on Asia Pacific’s role within the global economy, and the part that Australia plays.  

• Strength in Partnership and Community – CEO David Butler will touch on the advantages of a global network of advisors and the key learnings that advisors globally can gain from other firms in regards to best practice in operating and growing their firms.

• Cross Section Factors and Characteristic-based Loadings – Academic Ken French will share the latest in Investment Research touching on his newest research paper in regards to cross-section factors and sources of higher expected returns in investments

• A Conversation with Professor Kenneth French – Q&A with Academic Ken French

• Global Challenges: Interactive Concurrent Sessions – two concurrent interactive sessions where advisors have the choice to discuss two separate topics related to advice business strategy: Marketing/media strategy (leveraging media to raise profile, use of podcasts ,blogging, social media, etc.) and expanding ownership (buy/sell agreements, share plans, equity structures, etc.)

• From Idea to Implementation – providing insight into Dimensional’s approach to investments in implementation, specifically sharing where Dimensional adds value in Portfolio Management and Trading within the Asia Pacific region, including securities lending, corporate actions, flexible trading approach allowing cost minimisation, etc.

• Living Together in a World Transformed by Tech: Jamie Susskind, Barrister and Futurist – confronts one of the most important questions of our time: how will digital technology – from AI to virtual reality – transform politics and society?

• Global Challenges: Interactive Concurrent Sessions – Part 2 of above, deeper dive into topics

• A World Transformed: Interactive Deep Dive – Interactive component of Jamie Susskind’s presentation

• The Intersection of Client Preferences and Advisor Value – A Panel of Advisors touching on findings from the Dimensional Investor Survey in regards to client preferences, what clients are looking for in an advisor and how advisors can add value

• Performance Under Pressure – Forensic psychiatrist Ceri Evans takes a scientific approach to explore the transformative mind model for performing under stress and making pressure your advantage

Learning Outcomes

Participants will gain insights into Dimensional’s investment process across Portfolio Management and Trading, and into the latest investment research across equity and fixed interest markets. They will also learn how to build a world class advice business, in particular, to be clear about the value they deliver as an adviser, how to communicate that value and grow their firm organically.

This event provides an opportunity for the global advisor community to connect with like-minded peers to broaden their network and share challenges, ideas and world-class advisory practices with a view to enhancing their investment, messaging and business operation.

Better understand the latest investment theory and how they are implemented in investment strategies, as well as how to build value in their financial planning business.