Overview – Monday – May 18

3:30pm – 5:15pm

TRANSFER FROM AIRPORT TO THE BLUE MOUNTAINS

Complimentary transfer service  

5:15pm – 5:45pm

REGISTRATION AND CANAPES

5:45pm

WELCOME TO COUNTRY

6:00pm – 7:15pm

TOO DARN HOT: GROWTH | DEFENSIVE AND MEMBER OUTCOMES

The introduction of heatmaps and member outcome tests for superannuation funds has caused industry-wide alarm. It reignites the growth defensive debate and adds to existing concerns about peer awareness. This session details the industry coordinated solution to the growth defensive classification challenge.

Debbie Alliston

Chief investment officer, AMP Capital

Ian Fryer

Head of research, Chant West

Damien Graham

Chief investment officer, First State Super

Chair

David Bell

Executive director, The Conexus Institute

7:15pm

CONFERENCE CLOSE - DAY ONE

7:15pm – 9:30pm

WELCOME DINNER CANAPES AND NETWORKING DRINKS

With special guest Stephen Kotkin, professor of history and international affairs, Princeton University

Stephen Kotkin

Professor of history and international affairs, Princeton University (USA)

Day 2 – Tuesday – May 19

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 10:10am

POWER AND POWERLESS: A MULTI-POLAR WORLD

Globalisation and now potential deglobalisation, massive workplace upheaval and human migration, unfathomable capital flows and technological whiplash, have confronted people worldwide with seemingly existential questions about the efficacy and resilience of institutions, the social contract, and the future of the planet. Despite unprecedented increases in well-being globally, in almost all indicators, there has been a profound fraying of optimism, cohesion, and equity.  And, the very people charged with fixing the problems are the ones who seem to have caused them – the global establishment.  This session looks at what history can teach us about dislocation and fragmentation, about when trust in institutions and elites is lost, and about the repercussions from feelings of powerlessness.

Stephen Kotkin

Professor of history and international affairs, Princeton University (USA)

Chair

Colin Tate

Chief executive, Conexus Financial

10:10am – 10:40am

CENTRAL BANK HEGEMONY: ASSET ALLOCATION AND RISK MANAGEMENT

In the aftermath of the GFC the Federal Reserve and ECB provided capital market liquidity and cut interest rates to unprecedented levels to stimulate growth and in turn changed the nature of capital market pricing efficiency. For investors seeking robustness, a margin of safety and a conservative asset allocation these are unchartered waters. This session considers the market risks for fiduciary investors in a period of altered market structure and heightened peer awareness.

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:40am – 11:10am

MORNING TEA

11:10am – 12:10pm

TRADE WARS ARE CLASS WARS: CHINA AND RISING INEQUALITY

Today’s trade conflicts are caused by governments promoting the interests of elites at the expense of workers. This keynote session traces the origins of today’s trade wars to decisions made by politicians and business leaders in China, Europe, and the United States over the past 30 years. It shows how the class wars of rising inequality are a threat to the global economy and international peace, and what we can do about it.

Michael Pettis

Professor of finance, Peking University (China)

Chair

Stephen Kotkin

Professor of history and international affairs, Princeton University (USA)

12:10pm – 1:00pm

EM AND CHINA: LOCAL PRODUCTIVITY VS. GLOBAL INSTABILITY

China and emerging debt and equity markets are seen as bastions of growth and investment opportunity for investors. This panel session explores how emerging markets should be differentiated from China across criteria such as sectors, economic cycles, currencies and judicial process. It will also cover the likelihood that China and the emerging markets offer diversification in the event of a financial market crisis.

Hayden Briscoe

Managing director, head of fixed income Asia Pacific, UBS Asset Management

Rob Mumford

Investment manager, GAM

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:45pm

UNLISTED, UNCORRELATED AND UNCLEAR: UNCOVERING HIDDEN VOLATILITY

As abundant capital makes it less imperative to list assets it naturally follows that a range of attractive opportunities can be sourced in private markets. This session considers the role of unlisted assets in portfolios, the challenges of pricing, the liquidity risks and the potential for international currency hedging problems.

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

2:45pm – 3:45pm

STEWARDSHIP IN AN AGE OF POPULISM

The world is experiencing a change in demographics, the social contract and technology that alters the nature of the debate and public discourse. In the age of transparency, generational inequality and social media outrage how do asset owners create the leadership culture that will resonate with a bifurcated society?

Susheela Peres da Costa

Head of advisory, Regnan

Chair

Amanda White

Director of institutional content, Conexus Financial

3:45pm – 4:15pm

AFTERNOON TEA

4:15pm – 5:00pm

CREATING A LEGACY: BUILDING CULTURE IN HIGH PERFORMANCE TEAMS

The All Blacks are a team that transcends Rugby Union and is known throughout the world for its flair, entertainment, talent and success. This fireside chat looks at what it’s like to build and preserve that culture and what investors can do to mirror elements of the teamwork, accountability and decision-making needed to become the world’s best.

Steve Tew

Chief executive, New Zealand Rugby Union

Chair

Colin Tate

Chief executive, Conexus Financial

5:00pm

TRANSFER FROM THE HYDRO MAJESTIC TO LILIANFELS

5:00pm

CONFERENCE CLOSE - DAY TWO

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Darley’s Restaurant, 5/19 Lilianfels Ave, Katoomba NSW 2780

Day 3 – Wednesday – May 20

7:30am – 9:00am

SPONSOR ONLY BREAKFAST

7:30am – 9:00am

ASSET OWNER BREAKFAST

9:00am – 9:10am

WELCOME

9:10am – 10:00am

INVESTMENT THEMES IN A PASSIVE WORLD: ACTIVE IDEA GENERATION

This new decade begins with geopolitical tension, the decline of globalisation and concerns about the sustainability of swathes of economic output around the world. A decade long policy of central bank stimulus has produced a low yield environment without attractive defensive assets. This session considers the challenges posed by the economic narratives at play and the themes available to investors in charting the decade to come.

Lotta Moberg

Analyst, dynamic allocation strategies, William Blair

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

10:00am – 10:45am

DEAD ON ARRIVAL: WHAT’S NEXT FOR FACTORS

The performance of many alternative risk premia strategies has disappointed investors. Many strategies that claimed to offer broad diversification across distinct economic drivers and market neutrality didn’t deliver. Is factor investing dead, or do investors need to recalibrate their expectations for the performance of risk premia strategies?

Rob Croce

Managing director and senior portfolio manager, Mellon

Kathryn Kaminski

Chief research strategist, portfolio manager, Alphasimplex

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:45am – 11:15am

MORNING TEA

11:15am – 11:30am

ESG INSIGHTS AND THE RESPONSIBLE INVESTMENT MANAGER

A lack of clarity around ESG criteria, the risk of "greenwashing" and subjective interpretations of a manager’s culture can obfuscate an asset owner’s ability to understand whether an investment team and approach meets expectations. This session hopes to decipher the fact from the fiction with global insights.

Alex Wise

Head of Australia, Castle Hall Diligence

11:30am – 12:00pm

NATURE’S CASINO: QUANTIFYING ESG CONCERNS

Alongside qualitative appraisals of good governance, the fiduciary investor is asked to consider the empirical connotations of sustainability, good governance and social wellbeing. This session explores the methods used with catastrophe bonds and other investment vehicles in ascribing a price in order to allow markets to allocate resources.

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:00pm – 12:30pm

STRATEGIC PARTNERSHIPS: A BEST PRACTICE CASE STUDY

Assisting investors with the design, development and deployment of intellectual property can be a transactional or a collaborative process. This case study considers the potential advantages and challenges of entering into a strategic partnership in this age of big data, passive markets and crowded trades.

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

12:30pm – 12:45pm

CASE STUDY: AIEF AND FINANCIAL SERVICES

The AIEF Scholarship Program is designed to assist young indigenous students with the confidence, networks and experiences that will support a career in financial services. This session explores some of these success stories and what domestic fiduciary investors can do to enable greater uptake of roles within their organisation from indigenous candidates.

Renee Coffey

Deputy chief executive, Australian Indigenous Education Foundation

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

12:45pm – 1:30pm

LUNCH

1:30pm – 2:00pm

POSITIVE ENERGY: INNOVATIONS IN RENEWABLE POWER

The stone age didn’t end because society ran out of stones but rather because new technology arose and usurped the status quo. The same will surely happen to fossil fuels once a better source of energy has been proven. This session looks at the world-class research of Australian universities in developing cleaner energy and the role of fiduciary investing in facilitating the adoption of these processes.

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

2:00pm – 2:20pm

FOOLS GOLD: MAKING SENSE OF DIGITAL LEDGERS AND CRYPTO-CURRENCY

Physical cash continues to decline in usage as governments seek to reduce some of the antisocial connotations with paper currencies. To replace this gap and to facilitate new types of digital transactions social media companies, commercial banks and central banks are exploring a range of modern settlements. This session considers the applications available, the potential efficiencies and the investment opportunities associated with these new technologies.

Henrik Andersson

Chief investment officer, Apollocap.io

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:20pm – 3:00pm

INTERNATIONAL ASSET OWNER: FIRESIDE CHAT

3:00pm

CONFERENCE CLOSE

3:15pm

TRANSFER FROM THE HYDRO MAJESTIC TO SYDNEY CITY AND AIRPORT

Day 1 – Monday – May 18

3:30pm – 5:15pm

TRANSFER FROM AIRPORT TO THE BLUE MOUNTAINS

Complimentary transfer service  

5:15pm – 5:45pm

REGISTRATION AND CANAPES

5:45pm

WELCOME TO COUNTRY

6:00pm – 7:15pm

TOO DARN HOT: GROWTH | DEFENSIVE AND MEMBER OUTCOMES

The introduction of heatmaps and member outcome tests for superannuation funds has caused industry-wide alarm. It reignites the growth defensive debate and adds to existing concerns about peer awareness. This session details the industry coordinated solution to the growth defensive classification challenge.

Debbie Alliston

Chief investment officer, AMP Capital

Ian Fryer

Head of research, Chant West

Damien Graham

Chief investment officer, First State Super

Chair

David Bell

Executive director, The Conexus Institute

7:15pm

CONFERENCE CLOSE - DAY ONE

7:15pm – 9:30pm

WELCOME DINNER CANAPES AND NETWORKING DRINKS

With special guest Stephen Kotkin, professor of history and international affairs, Princeton University

Stephen Kotkin

Professor of history and international affairs, Princeton University (USA)

Day 2 – Tuesday – May 19

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 10:10am

POWER AND POWERLESS: A MULTI-POLAR WORLD

Globalisation and now potential deglobalisation, massive workplace upheaval and human migration, unfathomable capital flows and technological whiplash, have confronted people worldwide with seemingly existential questions about the efficacy and resilience of institutions, the social contract, and the future of the planet. Despite unprecedented increases in well-being globally, in almost all indicators, there has been a profound fraying of optimism, cohesion, and equity.  And, the very people charged with fixing the problems are the ones who seem to have caused them – the global establishment.  This session looks at what history can teach us about dislocation and fragmentation, about when trust in institutions and elites is lost, and about the repercussions from feelings of powerlessness.

Stephen Kotkin

Professor of history and international affairs, Princeton University (USA)

Chair

Colin Tate

Chief executive, Conexus Financial

10:10am – 10:40am

CENTRAL BANK HEGEMONY: ASSET ALLOCATION AND RISK MANAGEMENT

In the aftermath of the GFC the Federal Reserve and ECB provided capital market liquidity and cut interest rates to unprecedented levels to stimulate growth and in turn changed the nature of capital market pricing efficiency. For investors seeking robustness, a margin of safety and a conservative asset allocation these are unchartered waters. This session considers the market risks for fiduciary investors in a period of altered market structure and heightened peer awareness.

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:40am – 11:10am

MORNING TEA

11:10am – 12:10pm

TRADE WARS ARE CLASS WARS: CHINA AND RISING INEQUALITY

Today’s trade conflicts are caused by governments promoting the interests of elites at the expense of workers. This keynote session traces the origins of today’s trade wars to decisions made by politicians and business leaders in China, Europe, and the United States over the past 30 years. It shows how the class wars of rising inequality are a threat to the global economy and international peace, and what we can do about it.

Michael Pettis

Professor of finance, Peking University (China)

Chair

Stephen Kotkin

Professor of history and international affairs, Princeton University (USA)

12:10pm – 1:00pm

EM AND CHINA: LOCAL PRODUCTIVITY VS. GLOBAL INSTABILITY

China and emerging debt and equity markets are seen as bastions of growth and investment opportunity for investors. This panel session explores how emerging markets should be differentiated from China across criteria such as sectors, economic cycles, currencies and judicial process. It will also cover the likelihood that China and the emerging markets offer diversification in the event of a financial market crisis.

Hayden Briscoe

Managing director, head of fixed income Asia Pacific, UBS Asset Management

Rob Mumford

Investment manager, GAM

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:45pm

UNLISTED, UNCORRELATED AND UNCLEAR: UNCOVERING HIDDEN VOLATILITY

As abundant capital makes it less imperative to list assets it naturally follows that a range of attractive opportunities can be sourced in private markets. This session considers the role of unlisted assets in portfolios, the challenges of pricing, the liquidity risks and the potential for international currency hedging problems.

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

2:45pm – 3:45pm

STEWARDSHIP IN AN AGE OF POPULISM

The world is experiencing a change in demographics, the social contract and technology that alters the nature of the debate and public discourse. In the age of transparency, generational inequality and social media outrage how do asset owners create the leadership culture that will resonate with a bifurcated society?

Susheela Peres da Costa

Head of advisory, Regnan

Chair

Amanda White

Director of institutional content, Conexus Financial

3:45pm – 4:15pm

AFTERNOON TEA

4:15pm – 5:00pm

CREATING A LEGACY: BUILDING CULTURE IN HIGH PERFORMANCE TEAMS

The All Blacks are a team that transcends Rugby Union and is known throughout the world for its flair, entertainment, talent and success. This fireside chat looks at what it’s like to build and preserve that culture and what investors can do to mirror elements of the teamwork, accountability and decision-making needed to become the world’s best.

Steve Tew

Chief executive, New Zealand Rugby Union

Chair

Colin Tate

Chief executive, Conexus Financial

5:00pm

TRANSFER FROM THE HYDRO MAJESTIC TO LILIANFELS

5:00pm

CONFERENCE CLOSE - DAY TWO

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Darley’s Restaurant, 5/19 Lilianfels Ave, Katoomba NSW 2780

Day 3 – Wednesday – May 20

7:30am – 9:00am

SPONSOR ONLY BREAKFAST

7:30am – 9:00am

ASSET OWNER BREAKFAST

9:00am – 9:10am

WELCOME

9:10am – 10:00am

INVESTMENT THEMES IN A PASSIVE WORLD: ACTIVE IDEA GENERATION

This new decade begins with geopolitical tension, the decline of globalisation and concerns about the sustainability of swathes of economic output around the world. A decade long policy of central bank stimulus has produced a low yield environment without attractive defensive assets. This session considers the challenges posed by the economic narratives at play and the themes available to investors in charting the decade to come.

Lotta Moberg

Analyst, dynamic allocation strategies, William Blair

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

10:00am – 10:45am

DEAD ON ARRIVAL: WHAT’S NEXT FOR FACTORS

The performance of many alternative risk premia strategies has disappointed investors. Many strategies that claimed to offer broad diversification across distinct economic drivers and market neutrality didn’t deliver. Is factor investing dead, or do investors need to recalibrate their expectations for the performance of risk premia strategies?

Rob Croce

Managing director and senior portfolio manager, Mellon

Kathryn Kaminski

Chief research strategist, portfolio manager, Alphasimplex

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:45am – 11:15am

MORNING TEA

11:15am – 11:30am

ESG INSIGHTS AND THE RESPONSIBLE INVESTMENT MANAGER

A lack of clarity around ESG criteria, the risk of "greenwashing" and subjective interpretations of a manager’s culture can obfuscate an asset owner’s ability to understand whether an investment team and approach meets expectations. This session hopes to decipher the fact from the fiction with global insights.

Alex Wise

Head of Australia, Castle Hall Diligence

11:30am – 12:00pm

NATURE’S CASINO: QUANTIFYING ESG CONCERNS

Alongside qualitative appraisals of good governance, the fiduciary investor is asked to consider the empirical connotations of sustainability, good governance and social wellbeing. This session explores the methods used with catastrophe bonds and other investment vehicles in ascribing a price in order to allow markets to allocate resources.

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:00pm – 12:30pm

STRATEGIC PARTNERSHIPS: A BEST PRACTICE CASE STUDY

Assisting investors with the design, development and deployment of intellectual property can be a transactional or a collaborative process. This case study considers the potential advantages and challenges of entering into a strategic partnership in this age of big data, passive markets and crowded trades.

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

12:30pm – 12:45pm

CASE STUDY: AIEF AND FINANCIAL SERVICES

The AIEF Scholarship Program is designed to assist young indigenous students with the confidence, networks and experiences that will support a career in financial services. This session explores some of these success stories and what domestic fiduciary investors can do to enable greater uptake of roles within their organisation from indigenous candidates.

Renee Coffey

Deputy chief executive, Australian Indigenous Education Foundation

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

12:45pm – 1:30pm

LUNCH

1:30pm – 2:00pm

POSITIVE ENERGY: INNOVATIONS IN RENEWABLE POWER

The stone age didn’t end because society ran out of stones but rather because new technology arose and usurped the status quo. The same will surely happen to fossil fuels once a better source of energy has been proven. This session looks at the world-class research of Australian universities in developing cleaner energy and the role of fiduciary investing in facilitating the adoption of these processes.

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

2:00pm – 2:20pm

FOOLS GOLD: MAKING SENSE OF DIGITAL LEDGERS AND CRYPTO-CURRENCY

Physical cash continues to decline in usage as governments seek to reduce some of the antisocial connotations with paper currencies. To replace this gap and to facilitate new types of digital transactions social media companies, commercial banks and central banks are exploring a range of modern settlements. This session considers the applications available, the potential efficiencies and the investment opportunities associated with these new technologies.

Henrik Andersson

Chief investment officer, Apollocap.io

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:20pm – 3:00pm

INTERNATIONAL ASSET OWNER: FIRESIDE CHAT

3:00pm

CONFERENCE CLOSE

3:15pm

TRANSFER FROM THE HYDRO MAJESTIC TO SYDNEY CITY AND AIRPORT