Chad Slater, the Joint CIO of the Morphic Global Opportunities Fund discusses the markets and the July monthly outlook.

Watch AFM's other videos.

FEEDING FRENZY - SECURING MARKET SHARE IN A COMPETITIVE ENVIRONMENT

26-28 August 2015
Crowne Plaza, Hunter Valley

The evolving regulation and business of financial services, as well as the rapid growth of Fintech, have made the politics of distribution for financial products more competitive than in recent years. With the market swimming with new entrants, there has never been a better time to collaborate and to compete to achieve distribution success in a crowded ocean. 

The 15th Annual Wraps, Platforms & Masterfunds Conference will provide solutions for succeeding in a distribution world of endless possibilities, showcasing strategies to help your business achieve the biggest bite of market share, use innovation to overcome problems and support opportunities.

Australian Fund Monitors is pleased to offer a discount of $300
to all investors and advisors using coupon code promoFM on registration.

With insights from Steve Baxter, entrepreneur, investor and 'Shark' from Network Ten's television series Shark Tank, this conference will provide a unique perspective on the feeding frenzy of new entrepreneurs keeping platforms alive. 

Key topics and conference themes include:

• The Murray Inquiry and future of financial services
• The changing market dynamics of the financial advice industry
• Licensee negotiation and approved product list strategies
• What financial advisers want from technological service providers
• Developments in the fintech - opportunities and threats
• Overview of the dealer group market and
• What dealer heads want
• Marketing and product distribution strategies
• Adapting to changes in the dealer group market
• Strategies for attaining market share in competitive technology markets

Who should Attend?

The conference is a must-attend event for any financial services business or provider seeking to better understand the current market and opportunities for growth. Over 14 years the conference has delivered market intelligence, insights and opinions to:

• Platform providers
• Dealer group heads and other senior executives
• Investment researchers
• Fund managers
• Distribution heads and senior distribution managers
• Senior product and marketing managers
• Financial advisers
• Mortgage industry executives
• Other intermediary businesses seeking to diversify in the financial planning/advice sector 

Contact

Registration enquiries
Craig Lynch
Phone: 02 8045 2020
Email: [email protected]

General enquiries
Jennifer Hardy
Phone: 02 8045 2067
Email:[email protected]

Sponsorship enquiries
John Briggs
Phone: 02 8045 2010
Mobile: 0418 694 292
Email: [email protected]

ATTACHED FILES2015 wraps platforms conference agenda (pdf format)

Chris Gosselin, CEO of Australian Fund Monitors explains questions asked by investors about the Fees, Terms and Conditions of Hedge Funds and Absolute Return Funds.

Take a look at the earlier videos in the Understanding Hedge Funds series.

Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the market outlook for 2015 and the Fund strategies.

Watch AFM's other videos.

Chris Gosselin, CEO of Australian Fund Monitors explains Hedge Funds and in particular helps answer the questions asked by investors to determine which Fund Manager with whom to invest.

Take a look at the earlier videos in the series here.

Chris Gosselin, CEO of Australian Fund Monitors explains Short Selling and how it relates to Hedge Funds.

View our other videos here.

Digital Marketing for Banking & Financial Services 2015 Summit

25-27 March 2015 at the Grace Hotel, Sydney

Digital Marketing for Banking and Financial Services Summit will explore how the finance industry could Optimise digital technologies and savvy marketing strategies to acquire and convert customers, increase revenue and an unparalleled competitive edge.

Conference Overview

There is little doubt the financial sector has lagged behind other industries, in its adoption of digital technology as part of its marketing planning and execution. As customers become increasingly tech savvy, digitally centered and view banking as a thing you do and not a place you go to, it is imperative the financial industry comes out from the shadows to forge a strong presence in the digital sphere. Coupled with a generally negative public perception, financial institutions need to develop strategies that will gain the trust and confidence of customers in order to stay visible, competitive and drive revenue. Todays marketers must know how to reach customers across multiple channels, with positive and credible messages and meet them on their terms in a transparent and personalised way.

This landmark three day conference and workshop event has been designed to provide a comprehensive range of subject matter to ensure industry marketers are well equipped to develop more customer centric strategies and use all available data and technologies effectively to reach, acquire and ultimately convert and retain customers.

Delegates will be saturated with a myriad of case studies from financial institutions which have excelled in the use of digital technology to win over customers. Invaluable insights will be shared which can be directly applied to organisations to improve existing marketing campaigns or kick start new ones.

Book today to reserve your place at this must attend event on the 2015 digital marketing event calendar.

Dates: 25-27^th March 2015
Time: 8:30am - 5:30pm
Location: Grace Hotel, Sydney

Specific topics over three jammed packed days include:

• Latest trends and future directions in digital technologies
• Optimal use of data and analytics
• Segmented and personalised marketing
• Brand and image revamping
• Search Engine Optimisation, SEO
• Compelling content development across multi platforms
• Utilising the power of social media
• Enhancing customer experiences and engagement
• Mobile marketing and emerging payment technologies
• Banking disruptors
• Legalities behind digital marketing in the finance sector
• Alignment of technology and marketing
• Marketing Automation
• Programmatic Buying

Who will attend?

CMOs, and senior personnel in marketing, and advertising, digital and interactive, analytics, content development, research, branding, and customer relations, and strategy; Media Agencies, Consultants, Vendors and Solutions Providers in Communications, Strategy, SEO, Automation, Social Media and CRM, Analytics, Research and Software and all other stakeholders in the digital marketing realm will benefit from the broad yet highly relevant subject matter.

To register for the conference please download the brochure and fax the form to IBRC or you can email [email protected] or call:

Registrations Manager
IBR Conferences Pty Ltd
Tel: +61 (0) 2 9896 0776 | Fax: +61 (0) 2 9896 0796 | [email protected] | http://www.ibrc.com.au

Chris Gosselin, CEO of Australian Fund Monitors explains Short Selling and how it relates to Hedge Funds.

Understanding Hedge Funds - Short Selling from Australian Fund Monitors on Vimeo.

Understanding Hedge Funds

What is a Hedge Fund?

In the first video of the Understanding Hedge Funds series, we will explain what constitutes a hedge fund to improve investor knowledge and understanding.

There is no strict definition of a hedge fund. They are a type of managed or mutual fund but with a series of features that typically qualify them as a hedge fund. In this video we will list the features and the conditions under which funds might qualify.

Within the www.fundmonitors.com database, we sort through the mountain of information to focus on the facts and provide a daily analysis of each funds performance so investors can make informed decisions.
 

Chris Gosselin, interviewed by Chris Simond

Understanding Hedge Funds from Australian Fund Monitors on Vimeo.

Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the Fund's performance in January 2015 and condition of the market.

Watch AFM's other videos.