Overview – Monday – November 18

3:30pm – 4:45pm

TRANSFER FROM AIRPORT & MELBOURNE CBD TO HEALESVILLE

RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777

Complimentary return airport and CBD transfers will be available for this event.
The coach to RACV Healesville Country Club will depart Melbourne Airport (Tullamarine) and Melbourne CBD (Russell St Extension) at approx. 3.30pm

Melbourne Airport: After collecting your luggage, please make your way to the Avis hire car desk, located inside the Qantas terminal. A member of the Conexus Financial team will be there with event signage.

Melbourne CBD: Make your way to the Russell Street Extension. This is located just behind Federation Square and the Ian Potter Centre. If you are using trains or trams, you can make your way to Flinders Street Station and then walk across the road to the Extension. A member of the Conexus Financial team will be there with event signage.

4:45pm – 5:00pm

REGISTRATION

Theatrette,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website

5:00pm – 6:30pm

FUTURE FUND: PREPARING FOR THE DECADE AHEAD

In this opening session, David Neal will provide some prepared remarks, and participate and an open Q&A discussing what the Future Fund is doing to prepare for the next ten years and the issues facing institutional investors.

David Neal

Chief executive, Future Fund

Chair

Amanda White

Director of institutional content, Conexus Financial

6:30pm – 9:30pm

WELCOME CANAPES AND NETWORKING DRINKS

Gazebo Lawn,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Onsite contact for welcome drinks:

Emma Brodie
M: +61 435 023 004
[email protected]

 

 

9:30pm

CONFERENCE CLOSE

Day 2 – Tuesday – November 19

8:30am – 9:00am

REGISTRATION AND NETWORKING

James Room,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 9:55am

LESSONS FROM HISTORY: ARE WE ALL BECOMING JAPAN?

The puzzle that perplexes investors is how Japan, with government debt to GDP around 256 per cent, seems to have perfected the debt load balancing act. As the broader world moves further into its biggest monetary experiment in history, what can be learned and what is unique about Japan’s situation?

PAPERS
PGIM Fixed Income - Following in Japan's Footsteps
PGIM Fixed Income - Fourth Quarter Market Outlook

 

Allison Hill

Director of investments, global multi-asset, QIC

Robert Tipp

Managing director, chief investment strategist, and head of global bonds, PGIM Fixed Income

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:55am – 10:55am

UNCONVENTIONAL MARKETS AND STRATEGIC ASSET ALLOCATION

Anyone who has remained bearish on global markets since the financial crisis has missed out on the most aggressive bull market. But with equities, bonds and currencies seemingly being kept within central bank control, capitalism almost non-existent, and globalisation seemingly in contraction, how are investors positioning for the next 10 years?  

Stefan Dunatov

Senior vice president, investment strategy and risk, British Columbia Investment Management

Mandy Mannix

General manager distribution, MLC Asset Management

Chris Trevillyan

Director of investment strategy, Frontier Advisors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:55am – 11:30am

MORNING TEA

11:30am – 12:00pm

MERCER CASE STUDY: TRANSFORMING THE INVESTMENT MODEL

This session is a case study on the recent transformation of Mercer’s institutional wealth business and the delegated solutions offering.

Kylie Willment

Chief investment officer, Pacific, Mercer Australia

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

12:00pm – 1:00pm

SUSTAINABLE DEVELOPMENT GOALS AND UNIVERSAL OWNERSHIP

The SDGs provide a global framework covering three broad areas; economic, social and environmental development – and 17 global specific goals, designed to encourage sustainable economies and markets. How can the SDGs assist investors improve their risk frameworks and articulate their investment strategy, as universal owners?

PAPERS
ASI Investing in a changing climate
Strategic Asset Allocation: ESG's New Frontier

Edwina Matthew

Head of responsible investments, Pendal

Sam Reynolds

Managing director Australia, Octopus Investments

Danielle Welsh-Rose

ESG investment director, Aberbeen Standard

Alexandra West

Portfolio head of strategy, innovation & strategic investments, Cbus

Chair

Amanda White

Director of institutional content, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:30pm

APPLYING FACTOR INVESTING TO FIXED INTEREST: EMPIRICAL EVIDENCE

Bond investing has become more difficult as negative yielding bonds continue to break records in Europe but US treasury bond yields, while low, are still positive. With this backdrop, and as investors look to build income generating portfolios, this session will look at how factor investing can be utilised as an alternative portfolio construction approach.

Patrick Houweling

Lead portfolio manager and researcher quant credit, Robeco

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:30pm – 3:00pm

NOISE WARS: THE MISLEADING NATURE OF RISK AND CORRELATIONS

In a world highly driven by noise, increasing reliance on algorithmic trading and crowding, how is the market microstructure and trade execution effected? What impact does this have to the implementation of alternative beta strategies and their benchmarks?

PAPERS
How crowding in trade flow can adversely affect execution costs
Co-impact: Crowding effects in Institutional trading activity 

Laurent Laloux

Chief product officer, Capital Fund Management

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

3:00pm – 3:40pm

AFTERNOON TEA

3:40pm – 4:30pm

MEMBER OUTCOMES AND GOVERNANCE IN PARALLEL

This session revisits the discussion on member outcomes with respect to regulator expectations and how fiduciaries address governance challenges internally and with investments. The session will look at the role of the trustees, governance trends, benchmarking and global shareholder litigation trends.

Rob Adler

Chief executive officer, Financial Recovery Technologies

David Haynes

Executive manager, policy & research, Australian Institute of Superannuation Trustee

Craig Roodt

Director, specialist advisory, Deloitte

Chair

David Bell

PhD student and ex-chief investment officer, Mine Super

4:30pm – 5:45pm

A HYPOTHETICAL: THE SUPER INDUSTRY IN 10 YEARS

This session will be a fun and satirical look at three wild hypothetical ideas, with the audience having the chance to pose a fourth (if time permits). What will be the scenarios and who will be the characters? Obviously, you will need to be there to find out!

Debby Blakey

Chief executive, HESTA

Brendan Casey

Former general manager, Investments

David Knox

Senior partner, senior actuary, Mercer

Kristian Fok

Chief investment officer

Andrew Polson

Chief executive, Frontier Advisors

Chair

Rob Prugue

Former chief executive, Lazard Asset Management (Asia Pacific)

5:45pm

CONFERENCE CLOSE

6:45pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Oakridge Wines
A: 864 Maroondah Highway, Coldstream, Victoria 3770

W: visit the website
Dress Code: Business casual

Click here to view an interactive map

 

Garry Browne AM

Chairman, Stuart Alexander & Co

Chair

Colin Tate

Chief executive, Conexus Financial

Day 3 – Wednesday – November 20

7:30am – 9:00am

SPONSOR ONLY BREAKFAST

Day Room
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777

W: visit the website

Onsite contact:
Bree Napier
[email protected]
M: +61 451 946 311

Chair

Colin Tate

Chief executive, Conexus Financial

7:30am – 9:00am

ASSET OWNER BREAKFAST

Cole Room
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777

W: visit the website

Onsite contact:
Emma Brodie
[email protected]
M: +61 435 023 004

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

9:00am – 9:10am

WELCOME

James Room,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website

9:10am – 9:50am

ECONOMIC CONDITIONS AND MONETARY POLICY

Developed economies are in the latter stages of their long-term debt cycles and business cycles, with slow growth, low inflation, near zero interest rates, and QE largely spent. As monetary policy approaches the end of its useful life, stimulus will increasingly depend on fiscal policy coordinated with accommodative monetary policy (MP3). Europe and Japan are at this point already, and the Fed and BoE are one downturn away.

Bob Prince

Co-chief investment officer, Bridgewater Associates

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:50am – 10:30am

TOTAL PORTFOLIO MANAGEMENT: ADVANTAGES VERSUS DISADVANTAGES

It has been argued that strategic asset allocation can overlook correlations between asset classes. In response, some investors have moved from traditional siloed approaches to total portfolio management. This session will examine the two approaches and look at how they differ in terms of practicality of implementation, the relative importance of investment cash flows, and the ability to be nimble in taking advantage of market mispricing.

Tom Joy

Chief investment officer, Church Commissioners for England

Alvin Tan

General manager – strategy & economics, HESTA

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

10:30am – 10:50am

LEAPING THE GREAT WALL: OPERATIONAL CHALLENGES IN CHINA A-SHARES

Comprising of more than 16 percent of the emerging market investment universe, China A-shares offer both diversification and liquidity benefits. However, the operational setup and complexities in the microstructure of the Chinese market, the A-shares pose a number of implementation challenges that assets owners need to consider.

PAPERS
Dimensions of Expected Returns in the China A-Share and H-Share Stock Markets

Jason Lapping

Head of Asia Pac trading, Dimensional Fund Advisors (DFA)

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:50am – 11:20am

MORNING TEA

11:20am – 11:50am

ACADEMIC SHOWCASE: UTILITY FUNCTIONS AND ANALYSING STRATEGIES

Utility functions have long been a feature in academic research, but have not been widely used in practice. This session will discuss choosing and using utility functions, a recently published in FAJ article, and the plans for follow-up research.

PAPER
Utility Functions and Retirement Options

Geoff Warren

Associate professor, Australian National University

Chair

David Bell

PhD student and ex-chief investment officer, Mine Super

11:50am – 12:40pm

SOVEREIGN AND QUASI-SOVEREIGN FUNDS: OPPORTUNITIES AND CHALLENGES

This session will look at the findings from this year’s global sovereign asset management study, and hear from two asset owners as they discuss their investment beliefs, opportunities, and challenges as they evolve their investment decision-making process, governance, and capital deployment.

PAPERS
Executive summary - Invesco Global Sovereign Asset Management Study 2019
Invesco Global Sovereign Asset Management Study 2019

Mark Fox

Senior consultant, NMG Consulting

Lisa Gray

Chief executive, Victorian Funds Management Corporation

Allison Hill

Director of investments, global multi-asset, QIC

Chair

Martin Franc

Chief executive, Invesco

12:40pm – 1:30pm

LUNCH

1:30pm – 2:15pm

STRATEGIC PARTNERSHIPS AND THE FUTURE OF ASSET MANAGERS

This session will discuss how the role of asset managers is evolving to strategic partnerships with asset owners. What are asset owners looking for from their managers and how can asset managers share the value from IP to alpha?

Michael Bishopp

Global head of investment strategy, systematic active equity, BlackRock

Kristian Fok

Chief investment officer

Chair

Amanda White

Director of institutional content, Conexus Financial

2:15pm – 3:00pm

REMINISCING: THE CHALLENGE OF THE ROLE AND BOARD EXPECTATIONS

In this session we hear from three former CIOs and CEOs about the challenges of the role and how their role evolved during their tenure. We will also get a comparison on how their experience on investment governance has transformed their approach committees today.

Philip Graham

Independent board member, State Investment Advisory Board (Queensland)

David Hartley

Chair, investment committee, Australian Catholic Superannuation and Retirement Fund

Melanie Willis

Non-executive director, Challenger

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

3:00pm

CONFERENCE CLOSE

3:15pm

TRANSFER TO MELBOURNE CBD AND AIRPORT

Complimentary transfer service at approx. 3.15pm
Meet at the Lobby of RACV to Melbourne Airport
Meet at the Lobby of the RACV to Melbourne Russell Street Extension

Onsite contact for transfers:

Emma Brodie
[email protected]
M: +61 435 023 004

Day 1 – Monday – November 18

3:30pm – 4:45pm

TRANSFER FROM AIRPORT & MELBOURNE CBD TO HEALESVILLE

RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777

Complimentary return airport and CBD transfers will be available for this event.
The coach to RACV Healesville Country Club will depart Melbourne Airport (Tullamarine) and Melbourne CBD (Russell St Extension) at approx. 3.30pm

Melbourne Airport: After collecting your luggage, please make your way to the Avis hire car desk, located inside the Qantas terminal. A member of the Conexus Financial team will be there with event signage.

Melbourne CBD: Make your way to the Russell Street Extension. This is located just behind Federation Square and the Ian Potter Centre. If you are using trains or trams, you can make your way to Flinders Street Station and then walk across the road to the Extension. A member of the Conexus Financial team will be there with event signage.

4:45pm – 5:00pm

REGISTRATION

Theatrette,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website

5:00pm – 6:30pm

FUTURE FUND: PREPARING FOR THE DECADE AHEAD

In this opening session, David Neal will provide some prepared remarks, and participate and an open Q&A discussing what the Future Fund is doing to prepare for the next ten years and the issues facing institutional investors.

David Neal

Chief executive, Future Fund

Chair

Amanda White

Director of institutional content, Conexus Financial

6:30pm – 9:30pm

WELCOME CANAPES AND NETWORKING DRINKS

Gazebo Lawn,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Onsite contact for welcome drinks:

Emma Brodie
M: +61 435 023 004
[email protected]

 

 

9:30pm

CONFERENCE CLOSE

Day 2 – Tuesday – November 19

8:30am – 9:00am

REGISTRATION AND NETWORKING

James Room,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 9:55am

LESSONS FROM HISTORY: ARE WE ALL BECOMING JAPAN?

The puzzle that perplexes investors is how Japan, with government debt to GDP around 256 per cent, seems to have perfected the debt load balancing act. As the broader world moves further into its biggest monetary experiment in history, what can be learned and what is unique about Japan’s situation?

PAPERS
PGIM Fixed Income - Following in Japan's Footsteps
PGIM Fixed Income - Fourth Quarter Market Outlook

 

Allison Hill

Director of investments, global multi-asset, QIC

Robert Tipp

Managing director, chief investment strategist, and head of global bonds, PGIM Fixed Income

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:55am – 10:55am

UNCONVENTIONAL MARKETS AND STRATEGIC ASSET ALLOCATION

Anyone who has remained bearish on global markets since the financial crisis has missed out on the most aggressive bull market. But with equities, bonds and currencies seemingly being kept within central bank control, capitalism almost non-existent, and globalisation seemingly in contraction, how are investors positioning for the next 10 years?  

Stefan Dunatov

Senior vice president, investment strategy and risk, British Columbia Investment Management

Mandy Mannix

General manager distribution, MLC Asset Management

Chris Trevillyan

Director of investment strategy, Frontier Advisors

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:55am – 11:30am

MORNING TEA

11:30am – 12:00pm

MERCER CASE STUDY: TRANSFORMING THE INVESTMENT MODEL

This session is a case study on the recent transformation of Mercer’s institutional wealth business and the delegated solutions offering.

Kylie Willment

Chief investment officer, Pacific, Mercer Australia

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

12:00pm – 1:00pm

SUSTAINABLE DEVELOPMENT GOALS AND UNIVERSAL OWNERSHIP

The SDGs provide a global framework covering three broad areas; economic, social and environmental development – and 17 global specific goals, designed to encourage sustainable economies and markets. How can the SDGs assist investors improve their risk frameworks and articulate their investment strategy, as universal owners?

PAPERS
ASI Investing in a changing climate
Strategic Asset Allocation: ESG's New Frontier

Edwina Matthew

Head of responsible investments, Pendal

Sam Reynolds

Managing director Australia, Octopus Investments

Danielle Welsh-Rose

ESG investment director, Aberbeen Standard

Alexandra West

Portfolio head of strategy, innovation & strategic investments, Cbus

Chair

Amanda White

Director of institutional content, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:30pm

APPLYING FACTOR INVESTING TO FIXED INTEREST: EMPIRICAL EVIDENCE

Bond investing has become more difficult as negative yielding bonds continue to break records in Europe but US treasury bond yields, while low, are still positive. With this backdrop, and as investors look to build income generating portfolios, this session will look at how factor investing can be utilised as an alternative portfolio construction approach.

Patrick Houweling

Lead portfolio manager and researcher quant credit, Robeco

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:30pm – 3:00pm

NOISE WARS: THE MISLEADING NATURE OF RISK AND CORRELATIONS

In a world highly driven by noise, increasing reliance on algorithmic trading and crowding, how is the market microstructure and trade execution effected? What impact does this have to the implementation of alternative beta strategies and their benchmarks?

PAPERS
How crowding in trade flow can adversely affect execution costs
Co-impact: Crowding effects in Institutional trading activity 

Laurent Laloux

Chief product officer, Capital Fund Management

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

3:00pm – 3:40pm

AFTERNOON TEA

3:40pm – 4:30pm

MEMBER OUTCOMES AND GOVERNANCE IN PARALLEL

This session revisits the discussion on member outcomes with respect to regulator expectations and how fiduciaries address governance challenges internally and with investments. The session will look at the role of the trustees, governance trends, benchmarking and global shareholder litigation trends.

Rob Adler

Chief executive officer, Financial Recovery Technologies

David Haynes

Executive manager, policy & research, Australian Institute of Superannuation Trustee

Craig Roodt

Director, specialist advisory, Deloitte

Chair

David Bell

PhD student and ex-chief investment officer, Mine Super

4:30pm – 5:45pm

A HYPOTHETICAL: THE SUPER INDUSTRY IN 10 YEARS

This session will be a fun and satirical look at three wild hypothetical ideas, with the audience having the chance to pose a fourth (if time permits). What will be the scenarios and who will be the characters? Obviously, you will need to be there to find out!

Debby Blakey

Chief executive, HESTA

Brendan Casey

Former general manager, Investments

David Knox

Senior partner, senior actuary, Mercer

Kristian Fok

Chief investment officer

Andrew Polson

Chief executive, Frontier Advisors

Chair

Rob Prugue

Former chief executive, Lazard Asset Management (Asia Pacific)

5:45pm

CONFERENCE CLOSE

6:45pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Oakridge Wines
A: 864 Maroondah Highway, Coldstream, Victoria 3770

W: visit the website
Dress Code: Business casual

Click here to view an interactive map

 

Garry Browne AM

Chairman, Stuart Alexander & Co

Chair

Colin Tate

Chief executive, Conexus Financial

Day 3 – Wednesday – November 20

7:30am – 9:00am

SPONSOR ONLY BREAKFAST

Day Room
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777

W: visit the website

Onsite contact:
Bree Napier
[email protected]
M: +61 451 946 311

Chair

Colin Tate

Chief executive, Conexus Financial

7:30am – 9:00am

ASSET OWNER BREAKFAST

Cole Room
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777

W: visit the website

Onsite contact:
Emma Brodie
[email protected]
M: +61 435 023 004

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

9:00am – 9:10am

WELCOME

James Room,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website

9:10am – 9:50am

ECONOMIC CONDITIONS AND MONETARY POLICY

Developed economies are in the latter stages of their long-term debt cycles and business cycles, with slow growth, low inflation, near zero interest rates, and QE largely spent. As monetary policy approaches the end of its useful life, stimulus will increasingly depend on fiscal policy coordinated with accommodative monetary policy (MP3). Europe and Japan are at this point already, and the Fed and BoE are one downturn away.

Bob Prince

Co-chief investment officer, Bridgewater Associates

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:50am – 10:30am

TOTAL PORTFOLIO MANAGEMENT: ADVANTAGES VERSUS DISADVANTAGES

It has been argued that strategic asset allocation can overlook correlations between asset classes. In response, some investors have moved from traditional siloed approaches to total portfolio management. This session will examine the two approaches and look at how they differ in terms of practicality of implementation, the relative importance of investment cash flows, and the ability to be nimble in taking advantage of market mispricing.

Tom Joy

Chief investment officer, Church Commissioners for England

Alvin Tan

General manager – strategy & economics, HESTA

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

10:30am – 10:50am

LEAPING THE GREAT WALL: OPERATIONAL CHALLENGES IN CHINA A-SHARES

Comprising of more than 16 percent of the emerging market investment universe, China A-shares offer both diversification and liquidity benefits. However, the operational setup and complexities in the microstructure of the Chinese market, the A-shares pose a number of implementation challenges that assets owners need to consider.

PAPERS
Dimensions of Expected Returns in the China A-Share and H-Share Stock Markets

Jason Lapping

Head of Asia Pac trading, Dimensional Fund Advisors (DFA)

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:50am – 11:20am

MORNING TEA

11:20am – 11:50am

ACADEMIC SHOWCASE: UTILITY FUNCTIONS AND ANALYSING STRATEGIES

Utility functions have long been a feature in academic research, but have not been widely used in practice. This session will discuss choosing and using utility functions, a recently published in FAJ article, and the plans for follow-up research.

PAPER
Utility Functions and Retirement Options

Geoff Warren

Associate professor, Australian National University

Chair

David Bell

PhD student and ex-chief investment officer, Mine Super

11:50am – 12:40pm

SOVEREIGN AND QUASI-SOVEREIGN FUNDS: OPPORTUNITIES AND CHALLENGES

This session will look at the findings from this year’s global sovereign asset management study, and hear from two asset owners as they discuss their investment beliefs, opportunities, and challenges as they evolve their investment decision-making process, governance, and capital deployment.

PAPERS
Executive summary - Invesco Global Sovereign Asset Management Study 2019
Invesco Global Sovereign Asset Management Study 2019

Mark Fox

Senior consultant, NMG Consulting

Lisa Gray

Chief executive, Victorian Funds Management Corporation

Allison Hill

Director of investments, global multi-asset, QIC

Chair

Martin Franc

Chief executive, Invesco

12:40pm – 1:30pm

LUNCH

1:30pm – 2:15pm

STRATEGIC PARTNERSHIPS AND THE FUTURE OF ASSET MANAGERS

This session will discuss how the role of asset managers is evolving to strategic partnerships with asset owners. What are asset owners looking for from their managers and how can asset managers share the value from IP to alpha?

Michael Bishopp

Global head of investment strategy, systematic active equity, BlackRock

Kristian Fok

Chief investment officer

Chair

Amanda White

Director of institutional content, Conexus Financial

2:15pm – 3:00pm

REMINISCING: THE CHALLENGE OF THE ROLE AND BOARD EXPECTATIONS

In this session we hear from three former CIOs and CEOs about the challenges of the role and how their role evolved during their tenure. We will also get a comparison on how their experience on investment governance has transformed their approach committees today.

Philip Graham

Independent board member, State Investment Advisory Board (Queensland)

David Hartley

Chair, investment committee, Australian Catholic Superannuation and Retirement Fund

Melanie Willis

Non-executive director, Challenger

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

3:00pm

CONFERENCE CLOSE

3:15pm

TRANSFER TO MELBOURNE CBD AND AIRPORT

Complimentary transfer service at approx. 3.15pm
Meet at the Lobby of RACV to Melbourne Airport
Meet at the Lobby of the RACV to Melbourne Russell Street Extension

Onsite contact for transfers:

Emma Brodie
[email protected]
M: +61 435 023 004