Investment Magazine

Fiduciary Investors Symposium

MAY 21-23, 2018

Blue Mountains, NSW

SYNCHRONISED GLOBAL GROWTH AND THE GOLDILOCKS YEARS

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

Debbie Alliston

Head of multi-asset portfolio management, AMP Capital Investors

9:30am – 10:15amDYNAMIC EXPOSURES: OVERLAYS, TILTS, DERIVATIVES AND ALTERNATIVES

Olga Bitel

Partner, global strategist, William Blair (US)

11:45am – 12:30pmSYNCHRONISED GROWTH, FUNDAMENTALS AND MARKET VALUATIONS

Gary Gabriel

General manager, investment strategy and risk, HESTA Super

4:30pm – 5:30pmSOCIAL LICENCES AND UNCONVENTIONAL RISK MANAGEMENT

Vimal Gor

Head of income and fixed interest, BT Investment Management

2:10pm – 3:00pmLATE TO THE PARTY: CREDIT AND DEBT CYCLE

David Hartley

Director and chair of investment committee, Australian Catholic Superannuation and Retirement Fund

1:30pm – 2:10pmMANAGING DOLLAR PAINS: MONETARY POLICY, YIELD GAPS AND JAWBONING

Stephen Kotkin

John P. Birkelund ’52 Professor in History and International Affairs, Princeton University (US)

9:15am – 10:30amCHINA: WHAT DOES THE FUTURE LOOK LIKE?

David Liao

Group general manager, HSBC Group; president and chief executive, HSBC Bank Company (China)

11:00am – 11:45amTHIS IS NO MINSKY MOMENT: CHINA’S ECONOMIC TRANSITION

Philip Straehl

Head of capital markets and asset allocation, Morningstar

4:00pm – 4:30pmHOW SHOULD FIDUCIARY INVESTORS THINK ABOUT THE REWARD FOR RISK?

Sponsors

PLatinum

Gold

bronze

Gallery

Great opportunity to hear from senior investors in the Australian industry about multi-asset investment issues.

Andrew SneddonManaging director, senior portfolio manager, multi-strategies, Australasia, Russell Investments

A well organised and targeted conference.

Geoff WarrenConvenor, student managed fund and director, external research engagement, Australian National University

The conference enabled me to update my knowledge of where other funds are in their investment process.

Scott TullyHead of investments, Colonial First State

Informative sessions and networking with colleagues.

Orla CowanHead of investment governance, chief investment officer, ANZ Wealth

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