If you would like the International Centre for Financial Services (ICFS) to contribute a guest speaker to your upcoming conference, please contact Tania Turner - Assistant Director Programs on (08) 8303 8398.

Members of the ICFS academic team will be presenting at the following events:

2009

March 2009

ABSS Business Leaders Night

Clive Perring - Global Financial Crisis - Effects on the Financial Advice Industry in Australia

Self-Managed Super Funds Professionals' Association of Australia (SPAA) National Conference - Adelaide

Prof Ralf Zurbrugg - ICFS/SPAA research: A review of recent SMSF performance, fee and asset allocations

April 2009

AIOFP 11th Offshore Conference

Clive Perring, Director ICFS, presented at the AIOFP 11th Offshore Conference in Koh Samui on 1st April 2009. AIOFP is an association of independently owned financial planners. AIOFP's objective was to present a conference agenda relevant and specific to the financial planning industry. Particular emphasis was on developing strategies to weather the global financial crisis and assist investors experiencing volatile markets and a reduction in both assets and income. Clive Perring reported on research carried out for ICFS by Dr Syed Ali and Dr Chris Medlin on behavioural aspects of investors and their perceptions of the value of financial advice. Discussion centred around issues facing investors, advisers, fund managers and the consequences of a loss of confidence at many levels.

Clive also discussed a proposal to establish a new designation of Certified Financial Strategist (CFS). This designation is seen to have advantages over existing designations as it has an emphasis on independently owners dealers, access to filtered research, training on ASX direct equity trading, education on Industry Superannuation Funds and most importantly fee for service advice. There will also be high levels of entry with a tertiary degree required, minimum experience of three years, on-going education and professional development.

2008

February 2008

Graduate School of Management FE-UI, Jakarta

Dr Syed Ali - Global Wealth Management: Introduction and Case Study

NAAEC - Singapore

Dr Syed Ali - Global Wealth Planning for Individuals - Developing a Strategic Investment Plan

March 2008

Self-Managed Super Funds Professionals' Association of Australia (SPAA) National Conference - Brisbane

Professor Ralf Zurbrugg - The role of leveraged and long/short funds in superannuation
Dr Syed Ali - The role of leveraged and long/short funds in superannuation

April 2008

Hedge.Funds World Sydney

Dr Syed Ali
Executive Panel Discussion: Evaluating the relationship between hedge funds returns and investors' satisfaction
Champagne round tables: Opportunities and Forward Trends for the Hedge Funds Industry

Graduate School of Management FE-UI, Jakarta

Dr Syed Ali - Emerging markets and Strategic Asset Allocation strategies

University of Adelaide

Dr Syed Ali - Keynote Speaker - The Golden Key Club Induction Ceremony

May 2008

Investing in 130/30 Funds - Sydney

Dr Syed Ali
Opening remarks and Special Address: Emerging markets as a source of Alphas - The Asian Region
Executive Presentation: Where do the magic numbers 130/30 come from?
Executive panel discussion: Potential risks/rewards associated with investing in 130/30 funds
Executive panel discussion: Factors for identifying a skilled manager to implement 130/30 strategies

ABN AMRO Morgans Limited - Brisbane

Dr Syed Ali - Managing Clients in Tough Markets

IDP Education Pty Ltd - Indonesia

Dr Syed Ali - Role of Capital Markets in Emerging Economies

University of Indonesia

Dr Syed Ali - Alternative Investment Instruments - Hedge Funds & Active Extension Funds
Dr Syed Ali - Financial Planning and Advice - Research on Australian Investors' Perceptions