Fiduciary Investors Symposium
November 18-20, 2019
Investing in a World of Unconventional: Monetary Policy, Fiscal Policy and Geopolitics
Investors face a new paradigm. Previously timeless and universal relationships between asset returns and factors are unreliable and it seems the only determinant of the price for a non-cash flowing asset is the narrative. In this narrative environment, how should investors reframe their lens on risk and return, and the hidden force of reflexivity that will one day have significant consequences.
There are these two young fish swimming along and they happen to meet an older fish swimming the other way, who nods at them and says “Morning, boys. How’s the water?” And the two young fish swim on for a bit, and then eventually one of them looks over at the other and goes “What the hell is water?”.
David Foster Wallace (2005)
The organisation of the conference was excellent and allowed for peopleMegan ChanSenior investment manager, unlisted assets and alternatives, State Super
to meet and mingle. The openness of the presenters and panel was great as well.
Content was very topical and speaker line-up was greatJohn LuceyChief investment officer, Avant
An opportunity to hear real, unfiltered perspectives from a range of participants.Tim MacreadyChief investment officer, Christian Super
Getting away and taking the time to think about and discuss someDenise AllenTrustee director, chair investment committee, AvSuper
of these issues with peers.