Researcher Forum

About

The Professional Planner Researcher Forum is a full-day event designed specifically for senior research professionals. The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.

Audience

Heads of research, investment consultants and portfolio construction experts

Date

December 2, 2024

Location

Lilianfels, Blue Mountains, NSW

Agenda Overview

1 day physical event

The sponsor experience

Exceptional sponsor-to-asset owner ratio

Our events are designed to be highly interactive and to facilitate interaction between sponsor partners and key industry decision markers. Our events are exclusive and we strictly limit our sponsors to less than 35% of the total audience.

Unparalleled networking opportunities

True value is derived from quality time spent with researchers over the course of the event and we provide an excellent platform for learning, networking and thought-provoking conversations. Our events offer a variety of opportunities to deepen relationships with researchers including allocated seating and table discussions. These formalities are contrasted with informal networking experiences. Our conferences provide an unparalleled platform for embracing new contacts or strengthening relationships with new or existing clients.

Laser focus on thought leadership and educational content

Our programs are uniquely designed to offer deepened knowledge and understanding of the opportunities and challenges the industry is facing through case studies, panel sessions and table discussions, which are infused into the program to promote peer learning and cohesion. The content of our programs evolves throughout the events; we guide the audience on a journey through our curated programs. We enforce a strict no marketing environment where the focus is on knowledge sharing and thought leadership.

Maximise your ROI

To ensure you derive the most value from our events, we highly recommended that attendees are present for all conference sessions and social functions, are actively engaged and participate in table discussions and debates.

No items found.

Great getting to hear from expert/quality speakers on specific topics.

Andrew Schmidt

Investment Analyst, Government Superannuation Fund Authority - NZ

Great getting to hear from expert/quality speakers on specific topics.

Andrew Schmidt

Investment Analyst, Government Superannuation Fund Authority - NZ

Once again, a brilliant production. Great speakers, all very engaging.

Ben Kilmartin

Investment Committee Chair, Drummond Capital Partners

Plenty of great knowledge shared.

Michael Gershkov

National practice manager, Lifespan Financial Planning

Meaningful sessions, great content, timed beautifully, terrific work by the individual chairs.

Mark De Wan

Consultant

Good range of speakers and topics, great for a self-licensed business.

Jennifer Porter

Chief executive, Bloom Advisory Group

Exceeded expectations. Speakers were great and the debate lively and interesting even in the digital format.

Tim Dowling

Research Relationship Manager, Allianz Retire

A wide range of topical issues covered with good content and speakers. Conference provided insights and different views on some very topical issues.

Allan Bowles

Senior Manager, Retirement Solutions, REST Industry Super

Events Calendar |

2024-25

Conexus Financial events provide an excellent platform for peer learning, networking and collaboration. Click below to explore our event portfolio.

Connect with our team

Maryann Mannix-White

Sales and Sponsorship

Thelis Moral-Abad

Sales and Sponsorship

Collaborate with us

We are a highly collaborative and purpose-driven organisation, and we take the time to understand your business and strategy to harness collaboration for the long-term.

Get in touch today for a bespoke partnership proposal.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Connect with us

Copyright © 2021
Conexus Financial