Overview – Monday – May 20

3:30pm – 5:30pm

TRANSFER FROM SYDNEY AIRPORT TO THE BLUE MOUNTAINS

On arrival, please meet the driver at the Qantas domestic terminal (T3), which is on the ground level at Hudson’s Cafe.

If you are arriving at the Virgin or Jetstar terminal, please walk across to the Qantas terminal.

On the day contact:

Emma Brodie

+61 435 023 004

5:30pm – 6:00pm

REGISTRATION

6:00pm – 7:00pm

INTERNATIONAL ASSET OWNER: COAL PENSION

  • How should generating high returns via material illiquid allocations be balanced with managing significant cash outflows?
  • What approaches can help integrate sustainability and ESG within an investment program with a sceptical audience?
  • Can a small investment team still be innovative?

This session takes place in the Banksia Room, Lilianfels

Lilianfels Resort and Spa
5/19 Lilianfels Avenue, Katoomba NSW 2780

Mark Walker

Chief investment officer, Coal Pension Trustees (

Chair

Amanda White

Director of institutional content, Conexus Financial

7:00pm – 9:30pm

WELCOME CANAPES AND NETWORKING DRINKS

Day 2 – Tuesday – May 21

8:30am – 8:45am

TRANSFER FROM LILIANFELS TO THE HYDRO MAJESTIC

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 10:10am

CENTRAL BANKS, GLOBAL RISKS IN FINANCIAL MARKETS AND DISCONTENT

  • How to understand and invest amid unconventional economics, modern monetary theory, negative real rates and market volatility.
  • Can central banks normalise their balance sheets and recalibrate interest rates, or is the cost of quantitative easing returning greater inequality and social discontent?  
  • What are the greatest unappreciated risks in markets today?

Jean-Pierre Couture

Chief economist and portfolio manager emerging markets, Hexavest

Allison Hill

Director of investments, global multi-asset, QIC

Nigel Wilkin-Smith

Director, portfolio strategy, Future Fund

Chair

Ross Kent

Head of global distribution, NAB Asset Management

10:10am – 10:45am

FIXED INCOME, ACTIVE VOLATILITY SUPPRESSION AND THE LOOMING CREDIT CRUNCH

  • Is monetary policy still affective in influencing inflation and global growth?
  • Can modern monetary theory work without threatening market stability?
  • Why should investors view liquidity as an illusion when constructing their fixed income portfolio?

Amy Xie Patrick

Portfolio manager, Pendal Group

Chair

Kim Bowater

Director of consulting, Frontier Advisors

10:45am – 11:15am

MORNING TEA

11:15am – 12:00pm

FEAR AND LOATHING IN EMERGING MARKETS: IS IT WORTH THE RISK?

  • What factors drive emerging market returns?
  • Where does active management work in emerging markets?
  • Can a developed market exposure capture emerging markets?

Mark Burgess

Investment committee; Chair, HESTA Super Fund

Mark Rider

Chief investment officer, ANZ Wealth

Scott Tully

Chief investment officer, Colonial First State

Chair

Peter Laity

Former head of equities, New South Wales Treasury Corporation

12:00pm – 12:30pm

PORTFOLIO COMPLETION AND IMPLEMENTATION STRATEGY

  • How do asset owners develop and build strategies to complete a portfolio?
  • What factors influence the investment process and the choice of instruments employed?
  • What are the roles of liquidity, cost, efficiency in determining exposures?

Stuart Corradini

Associate portfolio manager, liquidity, fixed income & markets, First State Super

Louis Crous

Chief investment officer, BetaShares

Chair

Gerard Parlevliet

Investment committee chair, Prime Super

12:30pm – 1:30pm

LUNCH

1:30pm – 2:20pm

PUBLIC V PRIVATE MARKETS: OPPORTUNITY AND DIFFERENTIATION

  • Do private markets offer a range of diversifying opportunities that are not available in public markets?
  • How to balance return expectations with increased concerns about costs, governance, transparency and illiquidity.
  • How to determine where to invest in the capital stack.

Andrew Fisher

Head of asset alloction, Sunsuper

David Surridge

Senior consultant, JANA

Kristofer Tremaine

Founder; Chief executive, Kimura

Chair

Gerard Parlevliet

Investment committee chair, Prime Super

2:20pm – 3:10pm

LIQUID ALTS, CTA AND RISK PREMIA: WHAT WENT WRONG?

  • How to interpret the dispersion of returns across strategies.
  • What's the role of liquid alts and risk premia within asset allocation – and how do you determine the appropriate time horizon?
  • Have crowding and market volatility limited prospects for the sector?

PAPER

Packed in like sardines 

Debbie Alliston

Chief investment officer, AMP Capital Investors

Steve Shepherd

Head of Asia-Pacific, CFM

Neil Williams

Chief strategist, global multi-asset team, QIC

Chair

Felicity Walsh

Head of institutional and alternatives, Franklin Templeton Investments

3:10pm – 3:40pm

AFTERNOON TEA

3:40pm – 3:50pm

DEMOGRAPHICS, MEMBERS AND PORTFOLIO CONSTRUCTION

  • How will demographics change the core infrastructure opportunities?
  • The role of consumer demand in driving meaning and purpose in investing
  • Can the use of technology and impact increase member engagement?

Benjamin Davies

Chief executive, Octopus Healthcare

3:50pm – 4:40pm

MEMBER OUTCOMES, DISLOCATIONS AND ASSET ALLOCATION

  • How to balance a fund’s investment philosophy and the risks – investment, allocation, business and career.
  • In a post-Productivity Commission world, how can asset owners provide their expected member outcomes? Will more move to passive strategies?
  • What fund structure will survive the dislocation?

PAPER

The Ambachtsheer letter

Benjamin Davies

Chief executive, Octopus Healthcare

Kristian Fok

Chief investment officer, Cbus Super

Bhanu Singh

Head of Asia-Pacific portfolio management, Dimensional Fund Advisors

Michael Winchester

Head of investment strategy, First State Super

Chair

Sandi Orleow

Investment committee member, Statewide Super

4:40pm – 5:30pm

THE GROWTH AND DEFENSIVE CLASSIFICATION SHOWDOWN

  • How should asset owners assess reward for risk by asset class, both listed and unlisted?
  • How to deal with products crossing over asset classes.
  • Do asset owners need to dispense with classifications and if so, what should they adopt?

Tim Cook

Director, consultant, Russell Investments

Thadeus McCrindle

Chief investment officer, Sandhurst Trustees (Bendigo and Adelaide Bank)

David Scollon

Senior consultant, JANA

Chair

Rob Prugue

Founder, People Reaching Out to People

5:30pm

CONFERENCE CLOSE AND TRANSFER FROM THE HYDRO MAJESTIC TO LILIANFELS

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Darley’s Restaurant

5/19 Lilianfels Avenue, Katoomba NSW 2780

www.darleysrestaurant.com.au

With views across the historic formal English gardens and the escarpment of Jamison Valley in the background, Darley’s Restaurant is Lilianfels Resort and Spa signature fine dining Blue Mountains restaurant, renowned for its fresh, local produce, fine wines and innovative cuisine.

The main dining room of Darley’s restaurant features magnificent décor with newly revived old world charm accentuated by a spectacular setting and unrivalled destination: The World Heritage Listed Blue Mountains.

Day 3 – Wednesday – May 22

7:30am – 8:30am

ASSET OWNER BREAKFAST

Wollemi Pine Room

Lilianfels Resort and Spa
5/19 Lilianfels Avenue, Katoomba NSW 2780

 

Chair

Gerard Parlevliet

Investment committee chair, Prime Super

7:30am – 8:30am

Sponsor breakfast

Banksia Room

Lilianfels Resort and Spa
5/19 Lilianfels Avenue, Katoomba NSW 2780

8:50am – 9:00am

WELCOME

9:00am – 9:30am

CYBER SECURITY: THE SECOND QUANTUM REVOLUTION

  • How do firms approach cyber-security?
  • How do quantum computers threaten cyber security?
  • Some emerging solutions to keeping your data safe

Peeyush Gupta

Investment committee – chair, iCare

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:30am – 10:30am

MOCK DOOMSDAY PREP: HOW TO DEAL WITH A PR CRISIS

  • Are you equipped to manage a crisis?
  • How to anticipate and avoid potential crisis scenarios and establish internal protocols for handling them.
  • What techniques and strategies can equip staff to address a PR crisis?

Peter Wilkinson

Managing director of Wilkinson Group; Chairman of Wilkinson Butler

Chair

Colin Tate

Chief executive, Conexus Financial

10:30am – 11:00am

MORNING TEA

11:00am – 12:15pm

THE UNRAVELLING OF CHIMERICA: TENSIONS AND PRESSURE POINTS

  • What is China’s endgame in the increasing use of AI and a social credit system to monitor its citizens?
  • Is co-operation between the two military and cyber-super powers likely?
  • Have we reached peak China economic and geopolitical influence?

Stephen Kotkin

Professor in History and International Affairs, Princeton University

Chair

Colin Tate

Chief executive, Conexus Financial

12:15pm – 1:15pm

LUNCH

1:15pm – 2:00pm

INTERNATIONAL ASSET OWNER: COAERS CIO DAVID VEAL

  • What are the inner workings of the internal decision-making processes?
  • What is the process on forming and implementing capital market views?
  • How to go about adding a manager or taking one out of the portfolio?

David Veal

Chief investment officer, City of Austin Employees Retirement System

Chair

Amanda White

Director of institutional content, Conexus Financial

2:00pm – 3:00pm

THE ROYAL COMMISSION, ETHICS, STAKEHOLDERS AND INCENTIVES

  • Do organisations need to move away from the vision statement to the statement of purpose?
  • What impact is the Hayne royal commission having on the industry?
  • How can we build a common voice between the industry and retail funds to address incentives and foster better ethics?

James Cook

Director of investments, U Ethical

Kristen Le Mesurier

Portfolio manager, AMP Capital Investors

Simon Longstaff

Executive director, The Ethics Centre

Chair

Colin Tate

Chief executive, Conexus Financial

3:00pm

CONFERENCE CLOSE

3:15pm

Transfer to Sydney Airport

The transfer will depart promptly at 3.15pm. We ask that you please be prompt for this transfer in order to ensure all delegates make their flights on time.

Please note, you will be required to check out of Lilianfels on Wednesday morning and take your luggage with you to The Hydro Majestic for conference sessions, where luggage will be stored.

Day 1 – Monday – May 20

3:30pm – 5:30pm

TRANSFER FROM SYDNEY AIRPORT TO THE BLUE MOUNTAINS

On arrival, please meet the driver at the Qantas domestic terminal (T3), which is on the ground level at Hudson’s Cafe.

If you are arriving at the Virgin or Jetstar terminal, please walk across to the Qantas terminal.

On the day contact:

Emma Brodie

+61 435 023 004

5:30pm – 6:00pm

REGISTRATION

6:00pm – 7:00pm

INTERNATIONAL ASSET OWNER: COAL PENSION

  • How should generating high returns via material illiquid allocations be balanced with managing significant cash outflows?
  • What approaches can help integrate sustainability and ESG within an investment program with a sceptical audience?
  • Can a small investment team still be innovative?

This session takes place in the Banksia Room, Lilianfels

Lilianfels Resort and Spa
5/19 Lilianfels Avenue, Katoomba NSW 2780

Mark Walker

Chief investment officer, Coal Pension Trustees (

Chair

Amanda White

Director of institutional content, Conexus Financial

7:00pm – 9:30pm

WELCOME CANAPES AND NETWORKING DRINKS

Day 2 – Tuesday – May 21

8:30am – 8:45am

TRANSFER FROM LILIANFELS TO THE HYDRO MAJESTIC

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 10:10am

CENTRAL BANKS, GLOBAL RISKS IN FINANCIAL MARKETS AND DISCONTENT

  • How to understand and invest amid unconventional economics, modern monetary theory, negative real rates and market volatility.
  • Can central banks normalise their balance sheets and recalibrate interest rates, or is the cost of quantitative easing returning greater inequality and social discontent?  
  • What are the greatest unappreciated risks in markets today?

Jean-Pierre Couture

Chief economist and portfolio manager emerging markets, Hexavest

Allison Hill

Director of investments, global multi-asset, QIC

Nigel Wilkin-Smith

Director, portfolio strategy, Future Fund

Chair

Ross Kent

Head of global distribution, NAB Asset Management

10:10am – 10:45am

FIXED INCOME, ACTIVE VOLATILITY SUPPRESSION AND THE LOOMING CREDIT CRUNCH

  • Is monetary policy still affective in influencing inflation and global growth?
  • Can modern monetary theory work without threatening market stability?
  • Why should investors view liquidity as an illusion when constructing their fixed income portfolio?

Amy Xie Patrick

Portfolio manager, Pendal Group

Chair

Kim Bowater

Director of consulting, Frontier Advisors

10:45am – 11:15am

MORNING TEA

11:15am – 12:00pm

FEAR AND LOATHING IN EMERGING MARKETS: IS IT WORTH THE RISK?

  • What factors drive emerging market returns?
  • Where does active management work in emerging markets?
  • Can a developed market exposure capture emerging markets?

Mark Burgess

Investment committee; Chair, HESTA Super Fund

Mark Rider

Chief investment officer, ANZ Wealth

Scott Tully

Chief investment officer, Colonial First State

Chair

Peter Laity

Former head of equities, New South Wales Treasury Corporation

12:00pm – 12:30pm

PORTFOLIO COMPLETION AND IMPLEMENTATION STRATEGY

  • How do asset owners develop and build strategies to complete a portfolio?
  • What factors influence the investment process and the choice of instruments employed?
  • What are the roles of liquidity, cost, efficiency in determining exposures?

Stuart Corradini

Associate portfolio manager, liquidity, fixed income & markets, First State Super

Louis Crous

Chief investment officer, BetaShares

Chair

Gerard Parlevliet

Investment committee chair, Prime Super

12:30pm – 1:30pm

LUNCH

1:30pm – 2:20pm

PUBLIC V PRIVATE MARKETS: OPPORTUNITY AND DIFFERENTIATION

  • Do private markets offer a range of diversifying opportunities that are not available in public markets?
  • How to balance return expectations with increased concerns about costs, governance, transparency and illiquidity.
  • How to determine where to invest in the capital stack.

Andrew Fisher

Head of asset alloction, Sunsuper

David Surridge

Senior consultant, JANA

Kristofer Tremaine

Founder; Chief executive, Kimura

Chair

Gerard Parlevliet

Investment committee chair, Prime Super

2:20pm – 3:10pm

LIQUID ALTS, CTA AND RISK PREMIA: WHAT WENT WRONG?

  • How to interpret the dispersion of returns across strategies.
  • What's the role of liquid alts and risk premia within asset allocation – and how do you determine the appropriate time horizon?
  • Have crowding and market volatility limited prospects for the sector?

PAPER

Packed in like sardines 

Debbie Alliston

Chief investment officer, AMP Capital Investors

Steve Shepherd

Head of Asia-Pacific, CFM

Neil Williams

Chief strategist, global multi-asset team, QIC

Chair

Felicity Walsh

Head of institutional and alternatives, Franklin Templeton Investments

3:10pm – 3:40pm

AFTERNOON TEA

3:40pm – 3:50pm

DEMOGRAPHICS, MEMBERS AND PORTFOLIO CONSTRUCTION

  • How will demographics change the core infrastructure opportunities?
  • The role of consumer demand in driving meaning and purpose in investing
  • Can the use of technology and impact increase member engagement?

Benjamin Davies

Chief executive, Octopus Healthcare

3:50pm – 4:40pm

MEMBER OUTCOMES, DISLOCATIONS AND ASSET ALLOCATION

  • How to balance a fund’s investment philosophy and the risks – investment, allocation, business and career.
  • In a post-Productivity Commission world, how can asset owners provide their expected member outcomes? Will more move to passive strategies?
  • What fund structure will survive the dislocation?

PAPER

The Ambachtsheer letter

Benjamin Davies

Chief executive, Octopus Healthcare

Kristian Fok

Chief investment officer, Cbus Super

Bhanu Singh

Head of Asia-Pacific portfolio management, Dimensional Fund Advisors

Michael Winchester

Head of investment strategy, First State Super

Chair

Sandi Orleow

Investment committee member, Statewide Super

4:40pm – 5:30pm

THE GROWTH AND DEFENSIVE CLASSIFICATION SHOWDOWN

  • How should asset owners assess reward for risk by asset class, both listed and unlisted?
  • How to deal with products crossing over asset classes.
  • Do asset owners need to dispense with classifications and if so, what should they adopt?

Tim Cook

Director, consultant, Russell Investments

Thadeus McCrindle

Chief investment officer, Sandhurst Trustees (Bendigo and Adelaide Bank)

David Scollon

Senior consultant, JANA

Chair

Rob Prugue

Founder, People Reaching Out to People

5:30pm

CONFERENCE CLOSE AND TRANSFER FROM THE HYDRO MAJESTIC TO LILIANFELS

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Darley’s Restaurant

5/19 Lilianfels Avenue, Katoomba NSW 2780

www.darleysrestaurant.com.au

With views across the historic formal English gardens and the escarpment of Jamison Valley in the background, Darley’s Restaurant is Lilianfels Resort and Spa signature fine dining Blue Mountains restaurant, renowned for its fresh, local produce, fine wines and innovative cuisine.

The main dining room of Darley’s restaurant features magnificent décor with newly revived old world charm accentuated by a spectacular setting and unrivalled destination: The World Heritage Listed Blue Mountains.

Day 3 – Wednesday – May 22

7:30am – 8:30am

ASSET OWNER BREAKFAST

Wollemi Pine Room

Lilianfels Resort and Spa
5/19 Lilianfels Avenue, Katoomba NSW 2780

 

Chair

Gerard Parlevliet

Investment committee chair, Prime Super

7:30am – 8:30am

Sponsor breakfast

Banksia Room

Lilianfels Resort and Spa
5/19 Lilianfels Avenue, Katoomba NSW 2780

8:50am – 9:00am

WELCOME

9:00am – 9:30am

CYBER SECURITY: THE SECOND QUANTUM REVOLUTION

  • How do firms approach cyber-security?
  • How do quantum computers threaten cyber security?
  • Some emerging solutions to keeping your data safe

Peeyush Gupta

Investment committee – chair, iCare

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:30am – 10:30am

MOCK DOOMSDAY PREP: HOW TO DEAL WITH A PR CRISIS

  • Are you equipped to manage a crisis?
  • How to anticipate and avoid potential crisis scenarios and establish internal protocols for handling them.
  • What techniques and strategies can equip staff to address a PR crisis?

Peter Wilkinson

Managing director of Wilkinson Group; Chairman of Wilkinson Butler

Chair

Colin Tate

Chief executive, Conexus Financial

10:30am – 11:00am

MORNING TEA

11:00am – 12:15pm

THE UNRAVELLING OF CHIMERICA: TENSIONS AND PRESSURE POINTS

  • What is China’s endgame in the increasing use of AI and a social credit system to monitor its citizens?
  • Is co-operation between the two military and cyber-super powers likely?
  • Have we reached peak China economic and geopolitical influence?

Stephen Kotkin

Professor in History and International Affairs, Princeton University

Chair

Colin Tate

Chief executive, Conexus Financial

12:15pm – 1:15pm

LUNCH

1:15pm – 2:00pm

INTERNATIONAL ASSET OWNER: COAERS CIO DAVID VEAL

  • What are the inner workings of the internal decision-making processes?
  • What is the process on forming and implementing capital market views?
  • How to go about adding a manager or taking one out of the portfolio?

David Veal

Chief investment officer, City of Austin Employees Retirement System

Chair

Amanda White

Director of institutional content, Conexus Financial

2:00pm – 3:00pm

THE ROYAL COMMISSION, ETHICS, STAKEHOLDERS AND INCENTIVES

  • Do organisations need to move away from the vision statement to the statement of purpose?
  • What impact is the Hayne royal commission having on the industry?
  • How can we build a common voice between the industry and retail funds to address incentives and foster better ethics?

James Cook

Director of investments, U Ethical

Kristen Le Mesurier

Portfolio manager, AMP Capital Investors

Simon Longstaff

Executive director, The Ethics Centre

Chair

Colin Tate

Chief executive, Conexus Financial

3:00pm

CONFERENCE CLOSE

3:15pm

Transfer to Sydney Airport

The transfer will depart promptly at 3.15pm. We ask that you please be prompt for this transfer in order to ensure all delegates make their flights on time.

Please note, you will be required to check out of Lilianfels on Wednesday morning and take your luggage with you to The Hydro Majestic for conference sessions, where luggage will be stored.