Established in 2009, Markets Summit is THE investment markets scene
setter of the year.
Presented in Sydney each February, the one-day program features 20
international and local geopolitical specialists, economists, market/asset
class experts, and investment strategists debating their best ideas on issues
related to the medium-term outlook for the global economy, key markets and
asset classes - and the implications for portfolios.
It is a companion program to the annual Conference held in Sydney each August.
Markets Summit will help you understand the key investment market and asset
class opportunities (and risks) ahead, to aid your search for return and in
building better quality investor portfolios.
Financial Advice NZ Members enjoy a 10% discount of the registration fee -
please provide your Financial Advice NZ membership number to them
Register directly with Portfolio Construction Forum by
clicking on the link
CPD - 7.5 hours for the live event
Area: Investment Planning
Markets Summit does not begin and end with the one-day program itself.
Like all our continuing professional development programs, it is an integrated
learning program with preparation, participation and review.
Before - Pre-reading
To maximise your learning, you will be provided with pre-reading aimed at
boosting your knowledge and getting you thinking about the issues to be
addressed at Markets Summit. The pre-reading is assumed prior knowledge for all
During - Critical Issues Forum& Due Diligence Forum
The one-day Markets Summit program is designed by our specialist,
experienced and independent team, and features:
Critical Issues Forum program - the 7.5-hour plenary style program is
focused on our first pillar, Markets. It features leading investment thinkers
from around the world, presenting their best ideas on the drivers of and
outlook for the global economy, key markets and asset classes - and the
implications for portfolios.
Due Diligence Forum program - the 30-minute elective program is also
focused on our first pillar, Markets. It offers delegates the choice of five
concurrent electives, featuring 5 more investment experts from around the
world, also presenting their best ideas on the drivers of and outlook for the
global economy, key markets and asset classes - and the implications for
portfolios. You attend one DDF session at Markets Summit and, afterwards, you
can "attend" the rest via the online Resources Kit (and earn further
Markets Summit is not just a talk-fest. Delegates are issued with an app
through which they can record their thoughts, key takeout and implementation
implications, to put what they've heard into practice when building investor
portfolios. Delegates vote on the high conviction ideas presented, to help
determine which ideas they'll investigate further after Markets Summit, key takeout
for building portfolios.
After - Resources Kit
After Markets Summit, delegates' learning continues via an extensive
online Resources Kit – an invaluable set of continuing education material
including the presentations, videos, podcasts, and papers from the program.
You can revisit the program, access support material referred to, and
review the key takeout and portfolio construction implications to determine
actions to take to build better quality investor portfolios. You can also
“attend” the DDF sessions you weren’t able to attend at Markets Summit (and
earn further CE hours).