Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund talks about how the
Fund performed in October 2014 and was positioned at the end of the month.

Watch AFM's other videos.

Global Megatrends and Innovations not available in Australia

13 November at Sydney Royal Exchange

Insync Funds Management would like to cordially invite you to an evening presentation on some of the powerful global investment themes that will help to build your wealth offshore together with a tasting of some truly interesting wines from all corners of the world.

Join us and learn:

• In a post-GFC economy what are some of the mega-trends that will shape the global economy over the next decade;
• The importance of investing in the knowledge leaders who are driving product innovation in their respective industries;
• What exceptional opportunities can be found offshore to complement your Australian shares portfolio.

Venue: The Royal Exchange of Sydney, 1 Gresham Street , Sydney

Date:    Thursday 13th November 2014

Time:    5.30 - 7.30pm

RSVP:    Click here to RSVP or call David Johns from Insync Fund Managers on 0412 679 136

ATTACHED FILESBest Cellars Night of Global Investment Themes (pdf format)

AIMA AUSTRALIA HEDGE FUND FORUM

16 September 2014 at the Softiel Sydney Wentworth

The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and international speakers sharing insights, reflections, war-stories and facts with hedge fund managers and investors.

Register now for the AIMA Australian Hedge Fund Forum - a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and international speakers sharing insights, reflections, war-stories and facts with hedge fund managers and investors, including:

• How can Hedge Funds generate Alpha from Australia?
• Lateral insights into global investment opportunities
• ASIC presentation of survey findings with Q&A
• Family Office Investor Panel - How do Australian Hedge Funds access local & international Family Offices?
• Hedge Fund Investing - current landscape and challenges
• Asset Consultants and Advisors - how do we work with hedge funds?

I look forward to welcoming you to this very important industry event.

For all enquiries, please contact:

Michael Gallagher
General Manager, AIMA Australia
M: +61 (0)412 224 400, E: [email protected], W: www.aima-australia.org

To register for the conference please click here.

ATTACHED FILESAIMA Australia Hedge Fund Forum (jpg format)

AARIA ROUND TABLE 2014

Tuesday 9 September 2014 in Brisbane

We operate in the area of "real returns" and are eager to help our network of IFA's that operate outside the traditional static buy and hold methodology. This has led me to meeting the Association of Real Return Investment Advisers (ARRIA).

The Group has been established as a not-for-profit entity run by advisers for advisers. ARRIA is an initiative based on feedback and insights from advisers regarding the challenges that they face in using Real Return investment strategies, which they believe are able to deliver tangible solutions to meet their client's objectives.

ARRIA is hosting a round table discussion on Tuesday 9 September, from 12pm to 4.30pm, in Brisbane and offers a valuable opportunity to meet with likeminded advisers. The agenda for the round table is as follows:

Round Table 1: Agenda

• What are the implications of developing Real Return outcomes for PI and the regulators?
• Panel discussion - which alternative "strategies" work when?
• Panel discussion - what are the new investment opportunities, "access" methods (e.g. LICs), strategies, asset classes and investment flavours?
• Tool time
• Open Forum

Click here to register for the Round Table event, or if you would like more information please contact:

Philip Reid   |   General Manager
Association of Real Return Investment Advisers Limited (ARRIA)
ABN 82 99 168 267 623
GPO Box 5025, Sydney NSW 2001
T 0411-828 097   E [email protected]

The next Round Table event to be held in Brisbane will be on Tuesday 9 December 2014.

As an association ARRIA aims to:

• assist in setting and maintaining a higher level of professional standards for all Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry.
• create an environment where all Real Return Investment Advisers and all relevant Stakeholders can network in appropriate forums to advance the exchange of information, best-practice and compliance issues;
• create an environment where all Real Return Investment Advisers and all relevant Stakeholders can leverage industry resources;
• assist with the gathering and dissemination of resources in order to help facilitate:
• the collation and provision of information of interest or relevance;
• the development and / or access of appropriate tools;
• access to and sourcing of relevant and appropriate expertise;
• liaise and co-ordinate communications with government, regulatory bodies, other relevant industry associations and general service providers in the real return investment industry;
• whether undertaken with or without other participants; to promote, organise, conduct and/or participate in meetings, lectures, seminars, study groups, conferences, education, training and counselling courses for the purposes of increasing and advancing the knowledge and understanding of all facets and issues affecting or related to Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry;

The operations of ARRIA are overseen by a Board, under the direction of the associations' corporate constitution and guidance of the directors. Both Directors and the Board are elected by the members on a rotation policy.

ATTACHED FILESARRIA Round Table (pdf format)

2014 Financial and Media Markets Charity Regatta

Sydney - Friday 24 October 2014

The Hedge Fund Association, is pleased to be a supporting the ASX Thomson Reuters Charity Foundation 2014 Financial and Media Markets Charity Regatta, out of Middle Harbour Yacht Club, New South Wales. It will be a fantastic day, with lots of fun to be had by all. Full details of the Regatta can be found here.

The Foundation organises an annual charity sailing regatta. Up to 60 class one, two and three yachts are expected to take part. There is also a 150 person VIP spectator boat to follow the race with guests enjoying a superb lunch. A prize giving reception, BBQ and beach party is held at Middle Harbour Yacht Club after the race.

We would like to encourage yacht owners to donate the use of their yacht, with skipper and one or two experienced crew for the day. The Charity Foundation will source a ?sponsor and guest crew? for each yacht which will contribute towards the fundraising. Sponsors in cash and in kind are also needed for the BBQ, Sailing Shirts, Caps, BBQ, Beach Band, Drinks and Signage.

Program of the Day - 10am registration for 1pm race start

Enquiries regarding the Regatta can be directed to David Brocklehurst.

To enquire further about HFA membership please contact Adriana Kostov, Australian Regional Director, HFA

ATTACHED FILES2014 Charity Regatta (pdf format)

POST- RETIREMENT AUSTRALIA 2014 CONFERENCE

21st-22nd October, 2014, Grace Hotel, Sydney

Comprehensive and timely two day forum for high profile cross industry participants to provide updates, insights and ongoing discussion into the key issues central to achieving optimal financial outcomes for Australia's rapidly growing retiree sector.

(A "must attend" event, in a time of government belt tightening, regulatory reform and persistent global economic and market volatility)

Over two jam packed days delegates will be privy to a comprehensive range of topics including the political, regulatory, economic and social landscape and factors shaping the future of the post-retirement sector to in-depth examination of the funds accumulation, transition and post-retirement phases, to innovative retirement product options and asset allocation, risk considerations, optimising tax efficiencies, improved advice and data administration developments.

THE CONFERENCE WILL COVER:

• Political and regulatory factors driving the financial future for Australian baby boomers as they migrate across into retirement
• What Australia can learn from the northern hemisphere's approach to the ageing population dilemma
• Accumulating wealth for Super members to maximise retirement funds - Trustee perspectives
• Transitioning into retirement - examines the big questions and decisions to be made to pave the way forward for a comfortable retirement
• Engaging default members for better financial outcomes in retirement
• The increasing importance of sound and reliable advice
• Insights, trends and developments in Super and retirement funds administration
• Innovative retirement products and de-cumulated funds allocation strategies
• Working through the technical and operational complexities of new product implementation
• What?s happening in the SMSF sector post retirement?
• Increasing tax efficiency for retirees
• Future outlook - what will be the ultimate measure of success for retiree sector income, satisfaction and security?

Dates: 21st-22nd October 2014
Time: 8:30am - 5:30pm
Location: Grace Hotel, Sydney

Event AGENDA and booking form can be found here.

 

Bought to you by IBR Conferences. For further information call +612 9896 0776 or email Jay.

 

ATTACHED FILESiPARM Australia 2014 (pdf format)

Investment Performance Measurement, Attribution & Risk Management 2014 Forum

15-17 October 2014, 
8:30am - 5:30pm, Grace Hotel, Sydney

• The 5 things every performance measurement professional must know
• Key implications in risk & performance measurement and management
• Using Attribution to truly improve the investment decision making process
• Long horizon performance -Why is it so relevant to superannuation funds?
• Case Study- Insourcing performance analytics
• Risk regulatory landscape- impact & opportunities for institutional investors
• Post-Conference Workshop: Introduction to Performance Attribution

Event AGENDA and booking form can be found here.

 

Bought to you by IBR Conferences. For further information call +612 9896 0776 or email Jay.

 

ATTACHED FILESiPARM Australia 2014 (pdf format)

Platforms and Wraps Conference - Money Management

27-29 August, Hunter Valley, NSW

The platforms and wraps sector is changing and providers are under pressure to deliver innovation and aggregation, which are the keys to ongoing success and financial sustainability in this highly competitive market.

You are invited to hear from more than 30 leading experts who are coming together to discuss the issues and challenges facing the sector at Money Management's Platforms & Wraps Conference.

The conference involves:

INNOVATION AND THOUGHT LEADERSHIP TO DRIVE THE INDUSTRY:

• International speaker Mark Polson will share insights into the UK platform market and shed light into some corners of the market that some wrap providers would rather remain in the dark.
• International speaker Christopher Faddy will discuss the globalisation of managed accounts.
• Dr Robert Kay will give a keynote presentation on innovation and decision-making for growth and how to overcome challenges to growth.

IMPORTANT INDUSTRY UPDATES AND THE LATEST RESEARCH FINDINGS:

• Richard Wormald, General Manager, Financial Services, Coles, will talk about the supermarket giants entering into fi­nancial services and what this means for the industry.
• Vanessa McMahon, Managing Director at Wealth Insights, will provide a rundown of trends, inflows, market dynamics and key themes.
• Christina Kalantzis, Principal at Alexis Compliance & Risk Solutions, will talk about complying with RG148.

Plus many more CEOs, managing directors, and heads of insurance and platform services will explore the strategies needed to drive innovation and success in a changing industry.

Read the Conference Agenda here, and also the Network social events planner

Click here to Register
(unique offer available to www.fundmonitors - early bird rates)

There are also numerous networking opportunities, including a wine tour of Hope Estate, with a two course dinner, beverages and entertainment, along with a pre-conference golf day.

There are limited spaces remaining! Register for Money Management's Platforms & Wraps Conference, and join thought leaders and your peers at this premier event.

For more information, visit www.investmentplatforms.com.au. Alternatively, call 02 8484 0957 or email [email protected]

Money Management would like to thank their sponsors:

Platinum Sponsor: GBST  Bronze Sponsor: BNY Mellon 

ATTACHED FILESMoney Management Wraps Logo (jpg format) GBSTlogo (jpg format) BNYMellonlogo (jpg format)

AARIA ROUND TABLE 2014

Tuesday 26 August 2014 in Melbourne

We operate in the area of "real returns" and are eager to help our network of IFA's that operate outside the traditional static buy and hold methodology. This has led me to meeting the Association of Real Return Investment Advisers (ARRIA).

The Group has been established as a not-for-profit entity run by advisers for advisers. ARRIA is an initiative based on feedback and insights from advisers regarding the challenges that they face in using Real Return investment strategies, which they believe are able to deliver tangible solutions to meet their client's objectives.

ARRIA is hosting a round table discussion on Tuesday 26^th August, from 12pm to 4.30pm, in Melbourne and offers a valuable opportunity to meet with likeminded advisers. The agenda for the round table is as follows:

Round Table 1: Agenda

• What are the implications of developing Real Return outcomes for PI and the regulators?
• Panel discussion - which alternative "strategies" work when?
• Panel discussion - what are the new investment opportunities, "access" methods (e.g. LICs), strategies, asset classes and investment flavours?
• Tool time
• Open Forum

Click here to register for the Round Table event, or if you would like more information please contact:

Philip Reid   |   General Manager
Association of Real Return Investment Advisers Limited (ARRIA)
ABN 82 99 168 267 623
GPO Box 5025, Sydney NSW 2001
T 0411-828 097   E [email protected]

The next Round Table event to be held in Melbourne will be on Tuesday 25 November 2014.

As an association ARRIA aims to:

• assist in setting and maintaining a higher level of professional standards for all Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry.
• create an environment where all Real Return Investment Advisers and all relevant Stakeholders can network in appropriate forums to advance the exchange of information, best-practice and compliance issues;
• create an environment where all Real Return Investment Advisers and all relevant Stakeholders can leverage industry resources;
• assist with the gathering and dissemination of resources in order to help facilitate:
• the collation and provision of information of interest or relevance;
• the development and / or access of appropriate tools;
• access to and sourcing of relevant and appropriate expertise;
• liaise and co-ordinate communications with government, regulatory bodies, other relevant industry associations and general service providers in the real return investment industry;
• whether undertaken with or without other participants; to promote, organise, conduct and/or participate in meetings, lectures, seminars, study groups, conferences, education, training and counselling courses for the purposes of increasing and advancing the knowledge and understanding of all facets and issues affecting or related to Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry;

The operations of ARRIA are overseen by a Board, under the direction of the associations' corporate constitution and guidance of the directors. Both Directors and the Board are elected by the members on a rotation policy.

ATTACHED FILESARRIA Round Table (pdf format)

AIMA Australia Education Forum

Presented by: AIMA Australia

Thursday 14th August 2014 from 12:15 - 2:00pm, Sydney, NSW

Topic

The next AIMA Australia education forum will be held on Thursday 14th August. The forum will discuss regulatory, tax and other issues, as well as current observations and insights associated with a range of hedge fund investment products, including Australian unit trusts, Cayman funds, UCITS and listed investment companies.

It is a "must attend" event for hedge fund managers reviewing their current products or considering development of new products.

Date and Time

Thursday 14th August, a light lunch will be available from 12.15 - 12.45pm, with the forum to commence at 12.45pm and finish before 2pm. Please note that food and drink cannot be taken into the theatre, so please arrive early if you wish to eat.

Speakers

Nikki Bentley, Partner, Henry Davis York

Nikki has extensive experience advising fund managers, product issuers and service providers on all aspects of their businesses. She specialises in business establishment and structuring, product development, Australian financial services licences, funds management business acquisitions, wholesale and retail product disclosure, distribution and compliance.

With more than a decade's funds management experience in private practice, government and as an in-house lawyer, Nikki's practice spans the range of funds management products, advising on alternative investment products, Australian and international equities trusts, property trusts, debentures and cash management trusts.

Nikki recently advised on the establishment and offering of capital guaranteed offshore alternate investment vehicles to Australian and New Zealand retail investments raising in excess of AUD$1.4 billion; the formation of an Australian subsidiary of a large UK financial services group and advising a group of institutional investors on range of structures that would allow them to access private equity and illiquid investments costs effectively.

She is the Honorary Legal Counsel and Chair of the Regulatory Committee for the Australian branch of the Alternative Investment Management Association (AIMA) and is a member of the Investment and Financial Services Council (FSC) Regulatory Issues and Product Rationalisation working groups.

Nikki is recognised as a leading lawyer in the areas of Financial Services Regulation and Investment Funds by Chambers Asia Pacific 2014, 2013 and 2012. She has also been listed as an expert in Funds Management in Best Lawyers since 2013.

Allan Mortel, Director, Taxation, Moore Stephens

Allan has over 15 years? experience providing tax advice on a wide range of corporate tax, international tax, Goods and Services Tax (GST) and Fringe Benefits Tax (FBT) matters to privately owned businesses, multinationals and listed companies.

He is an industry expert in the financial services and not-for-profit sectors, writing articles on tax issues and making submissions on taxation reform for both these sectors. He has also presented the annual tax updates at the Property Funds Association (PFA) Research and Compliance Roadshows and the Hedge Fund Operations Forums in Sydney.

Allan is the Chairman of the Moore Stephens Australia Tax Group and a member of the Moore Stephens Australia Asian Markets Group.

Host

UBS AG, Theatre, Level 4 Chifley Tower, 2 Chifley Square, Sydney

(please note - entrance is via the Bent Street lifts, not the main foyer)

RSVP deadline

Tuesday 12th August. There is a limit of two attendees per organisation.

If you would like to attend this education event, please click here to register. If you have any specific regulatory issues you would like Nikki to cover if time allows, please include them in the box provided on the registration form.