Investment Magazine

Fiduciary Investors Symposium

NOVEMBER 19-21, 2018

RACV Healesville, VIC

LIQUIDITY AND THE ALCHEMY OF RISK

Managing assets as a fiduciary comes with a complex range of responsibilities and commitments.

The Investment Magazine Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.

Please note attendance to this event is open to institutional investors, chairs of investment committees and specialist consultants.

Key Speakers

Jacki Ellis

Portfolio manager, retirement strategy, First State Super

2:00pm – 2:45pmSTREAMS OF INCOME FOR RETIREMENT: DEBT, YIELD…AND WHAT ELSE?

Chris Artis

Chief investment officer, Meat Industry Employees’ Superannuation Fund

11:45am – 12:30pmBALANCING MEMBER ENGAGEMENT AND INVESTMENT OBJECTIVES

Alistair Barker

Co-head of macro and portfolio construction, AustralianSuper

11:00am – 11:45amINTERNALISATION, STRATEGY AND OVER-RELIANCE ON MANAGERS

David Bell

Chief investment officer, Mine Super   

12:15pm – 1:00pmNON-MODERN PORTFOLIO THEORY: VOLATILITY AND RISK METRICS

Brad Bugg

Head of multi-asset income, Morningstar Investment Management

9:30am – 10:30amTOTAL PORTFOLIO MANAGEMENT VS ABSOLUTE RETURN: DOES IT MATTER?

Louise Davidson

Chief executive, Australian Council of Superannuation Investors

4:15pm – 5:00pmOUTCOMES FROM THE COMMISSIONS: ETHICS, CULTURE AND THE SUPER FUTURE

Sponsors

Gold

Silver

bronze

Gallery

Another great event, with a high level of engagement and detail. It is pitched at a very
high level, which is often compromised at other conferences.

Simon McKeanPortfolio manager, fund of funds, Blue Sky Funds

Content was varied and networking opportunities were excellent

Robert Graham-Smith,Senior investment analyst, Mine Super

The quality of speakers, delegates, setting and topics make for a great event

Stuart SimmonsSenior portfolio manager, FX global liquid strategies, QIC

Good broad array of topics covering an array of different aspects relevant for the super industry.

Joshua BloomSenior portfolio manager, EISS Super

Thought-provoking discussions/presentations and networking.

Michele StreightSenior manager, investment and business governance, ANZ Wealth

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