The Professional Planner Researcher Forum 2025 will return to the NSW Blue Mountains in December 2025 following its successful relaunch in a 1.5-day format in 2024.
The forum will bring together an intimate gathering of the most influential people in the construction of portfolios by financial advisers in Australia, including research house executives, asset consultants, licensees, responsible entities, platforms and regulators.
It will examine technological, regulatory and commercial change in investment research and governance, and the continued rise of asset consultants and managed accounts. It will also make sense of heightened volatility in investment markets and geopolitics, with a view to optimal asset allocation.
THEME
Inspiring world-class investment governance and research.
CONFERENCE
The Hydro Majestic Hotel Blue Mountains
52/88 Great Western Hwy, Medlow Bath NSW 2780
ACCOMMODATION
Lilianfels Blue Mountains Resort & Spa
5/19 Lilianfels Ave, Katoomba NSW 2780
There will be a shuttle service provided to be transported between the two venues each day.
Free parking available onsite at both venues.
COACH TRANSFERS
Coach transfers will be scheduled to and from Sydney Domestic Airport and Sydney CBD. Details and timings will be communicated shortly. If you have any questions, please email events@conexusfinancial.com.au.
DRESS CODE
Business casual
EDITOR'S NOTE
Louis Christopher, owner and managing director of SQM Research regrettably withdrew from this event for legal reasons.
