- The true benefits of implementing real return investment strategies – Key note speaker Brian Parker from MLC/NAB Asset Management
The Association of Real Return Investment Advisers (ARRIA), announces final Roundtable series for 2014.
“ARRIA is finishing its first year with two presentations that epitomise the growing need for advisers to work to real target return strategies for clients entering or in retirement.
“We are pleased to have Brian Parker from NAB and the former van Eyk executives who will both speak on ‘implementing and managing investor’s risk of failing to meet their objectives’,” said Rebecca Jacques, ARRIA General Manager.
Date & Time: Tuesday, 11 November 1.30pm – 4.00pm
Agenda
- Welcome Address and ARRIA going forward and new initiatives.
Speaker: Rebecca Jacques, General Manager, ARRIA (10 – 15 minutes)
Keynote speaker: Brian Parker
- Case study by Practitioner. Topic: Comparing Conventional and Objective based planning processes.
Speaker: Matthew Walker, WLM Financial Services
(15 min presentation, 30 minute round table discussion)
- How to build a portfolio that ensures you are managing the investor’s risk of failing to meet their objectives.
Speaker: Investsense
(40 minute presentation, 20 minute round table discussion)
Venue: Grant Samuel Funds Management, Level 19, Governor Macquarie Tower, 1 Farrer Place, Sydney
Register via Amanda McGowan, events@arria.com.au
Media comment
Rebecca Jacques
General Manager
ARRIA
ABN 82 99 168 267 623
GPO Box 5025, Sydney NSW 2001
T 0402 207 229
E info@arria.com.au