Overview – Monday – November 18

3:30pm – 4:45pm

TRANSFER FROM AIRPORT TO HEALESVILLE

4:45pm – 5:00pm

REGISTRATION

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

9:30pm

CONFERENCE CLOSE

Day 2 – Tuesday – November 19

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 9:50am

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?

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

9:50am – 10:50am

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?  

Justine O’Connell

Senior portfolio manager, balanced option, AustralianSuper

Chris Trevillyan

Director of investment strategy, Frontier Advisors

Chair

Amanda White

Director of institutional content, Conexus Financial

10:50am – 11:20am

MORNING TEA

11:20am – 11:50am

NOISE WARS: THE MISLEADING NATURE OF RISK AND CORRELATIONS

In a world highly driven by noise, increasing reliance on algorithmic trading, and related crowding, how has the market microstructure and importance of trade execution been effected? How should success of implementation of common alternative beta strategies be benchmarked?

Laurent Laloux

Chief product officer, Capital Fund Management

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:50am – 12:45pm

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.

Alvin Tan

General manager – strategy & economics, HESTA

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

12:45pm – 1:45pm

LUNCH

1:45pm – 2:15pm

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

2:15pm – 3:15pm

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?

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

3:15pm – 3:45pm

AFTERNOON TEA

3:45pm – 4:45pm

MEMBER OUTCOMES, CONSOLIDATION AND SYSTEMIC RISK

This multi-dimensional session revisits the discussion on member outcomes and the expectations of APRA in terms of superannuation fund consolidation and the inclusion of retirement outcomes. The session will look at the role of the trustees, differentiation, governance trends, bench-marking 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

Colin Tate

Chief executive, Conexus Financial

4:45pm – 5:45pm

A HYPOTHETICAL: THE SUPER INDUSTRY IN 10 YEARS

This session will be a fun and satirical look at four wild hypothetical ideas, with the audience having the chance to pose a fifth. What will be the scenarios and who will be the characters? Obviously, you will need to be there to find out!

Brendan Casey

General manager – investment, REST Industry Super

David Knox

Senior partner, senior actuary, Mercer

Debby Blakey

Chief executive, HESTA

Kristian Fok

Chief investment officer, Cbus Super

Andrew Polson

Chief executive, Frontier Advisors

Chair

Rob Prugue

Former chief executive, Lazard Asset Management (Asia Pacific)

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Day 3 – Wednesday – November 20

7:30am – 9:00am

SPONSOR ONLY BREAKFAST

7:30am – 9:00am

ASSET OWNER BREAKFAST

 

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

9:00am – 9:05am

WELCOME

9:05am – 9:45am

IMPLICATIONS OF THE RECENT MACRO ENVIRONMENT AND COMING PARADIGM SHIFT

We believe we are in the midst of a paradigm shift in monetary policy that has already had impact on markets and will likely be a key driver of market and economic outcomes as it unfolds. It’s our view that we are moving from a paradigm of interest rate normalization toward one of more managed rates, with overall easier monetary policy relative to conditions and larger fiscal deficits. In the short-term, we believe this shift and the slowdown in economic activity has created a large market reaction that has created significant mis-pricings and potential alpha opportunities. Longer-term, there is a wide range of potential outcomes for which many portfolios are unprepared, including inflationary outcomes along the lines of the 1970s and well as the potential for stagnation and increased conflict like we saw in the 1930s.

Bob Prince

Co-chief investment officer, Bridgewater Associates

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:45am – 10:30am

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

Stefan Dunatov

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

Kristian Fok

Chief investment officer, Cbus Super

Chair

Amanda White

Director of institutional content, Conexus Financial

10:30am – 11:00am

MORNING TEA

11:00am – 11:40am

ACADEMIC SHOWCASE: RESEARCH AT THE FOREFRONT

In short presentations, academics will present new research that impacts asset management and investment decisions by asset owners.

Geoff Warren

Associate professor, Australian National University

Chair

David Bell

PhD student and ex-chief investment officer, Mine Super

11:40am – 12:20pm

OUTSIDE THE BOX: BUILDING GLOBAL BRANDS AND DISTRIBUTION

Over the past 125 years, Stuart Alexander's corporate philosophy is to establish, build and develop consumer brands such as Tabasco, Mentos, and Fisherman's Friends to become Australasian household names. This outside the box session is designed to share insights on marketing, sales and distribution as super funds become increasing competitive.

Garry Browne AM

Chairman, Stuart Alexander & Co

Chair

Colin Tate

Chief executive, Conexus Financial

12:20pm – 1:20pm

LUNCH

1:20pm – 2:00pm

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.

Ronan McCabe

Head of portfolio management, Mercer

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

2:00pm – 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.

David Hartley

Chair, investment committee, Australian Catholic Superannuation and Retirement Fund

Philip Graham

Independent board member, State Investment Advisory Board (Queensland)

Greg Cooper

Chair, investment committee, TCorp

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

Day 1 – Monday – November 18

3:30pm – 4:45pm

TRANSFER FROM AIRPORT TO HEALESVILLE

4:45pm – 5:00pm

REGISTRATION

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

9:30pm

CONFERENCE CLOSE

Day 2 – Tuesday – November 19

9:00am – 9:10am

INTRODUCTION AND WELCOME

9:10am – 9:50am

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?

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

9:50am – 10:50am

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?  

Justine O’Connell

Senior portfolio manager, balanced option, AustralianSuper

Chris Trevillyan

Director of investment strategy, Frontier Advisors

Chair

Amanda White

Director of institutional content, Conexus Financial

10:50am – 11:20am

MORNING TEA

11:20am – 11:50am

NOISE WARS: THE MISLEADING NATURE OF RISK AND CORRELATIONS

In a world highly driven by noise, increasing reliance on algorithmic trading, and related crowding, how has the market microstructure and importance of trade execution been effected? How should success of implementation of common alternative beta strategies be benchmarked?

Laurent Laloux

Chief product officer, Capital Fund Management

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:50am – 12:45pm

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.

Alvin Tan

General manager – strategy & economics, HESTA

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

12:45pm – 1:45pm

LUNCH

1:45pm – 2:15pm

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

2:15pm – 3:15pm

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?

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

3:15pm – 3:45pm

AFTERNOON TEA

3:45pm – 4:45pm

MEMBER OUTCOMES, CONSOLIDATION AND SYSTEMIC RISK

This multi-dimensional session revisits the discussion on member outcomes and the expectations of APRA in terms of superannuation fund consolidation and the inclusion of retirement outcomes. The session will look at the role of the trustees, differentiation, governance trends, bench-marking 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

Colin Tate

Chief executive, Conexus Financial

4:45pm – 5:45pm

A HYPOTHETICAL: THE SUPER INDUSTRY IN 10 YEARS

This session will be a fun and satirical look at four wild hypothetical ideas, with the audience having the chance to pose a fifth. What will be the scenarios and who will be the characters? Obviously, you will need to be there to find out!

Brendan Casey

General manager – investment, REST Industry Super

David Knox

Senior partner, senior actuary, Mercer

Debby Blakey

Chief executive, HESTA

Kristian Fok

Chief investment officer, Cbus Super

Andrew Polson

Chief executive, Frontier Advisors

Chair

Rob Prugue

Former chief executive, Lazard Asset Management (Asia Pacific)

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER

Day 3 – Wednesday – November 20

7:30am – 9:00am

SPONSOR ONLY BREAKFAST

7:30am – 9:00am

ASSET OWNER BREAKFAST

 

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

9:00am – 9:05am

WELCOME

9:05am – 9:45am

IMPLICATIONS OF THE RECENT MACRO ENVIRONMENT AND COMING PARADIGM SHIFT

We believe we are in the midst of a paradigm shift in monetary policy that has already had impact on markets and will likely be a key driver of market and economic outcomes as it unfolds. It’s our view that we are moving from a paradigm of interest rate normalization toward one of more managed rates, with overall easier monetary policy relative to conditions and larger fiscal deficits. In the short-term, we believe this shift and the slowdown in economic activity has created a large market reaction that has created significant mis-pricings and potential alpha opportunities. Longer-term, there is a wide range of potential outcomes for which many portfolios are unprepared, including inflationary outcomes along the lines of the 1970s and well as the potential for stagnation and increased conflict like we saw in the 1930s.

Bob Prince

Co-chief investment officer, Bridgewater Associates

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:45am – 10:30am

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

Stefan Dunatov

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

Kristian Fok

Chief investment officer, Cbus Super

Chair

Amanda White

Director of institutional content, Conexus Financial

10:30am – 11:00am

MORNING TEA

11:00am – 11:40am

ACADEMIC SHOWCASE: RESEARCH AT THE FOREFRONT

In short presentations, academics will present new research that impacts asset management and investment decisions by asset owners.

Geoff Warren

Associate professor, Australian National University

Chair

David Bell

PhD student and ex-chief investment officer, Mine Super

11:40am – 12:20pm

OUTSIDE THE BOX: BUILDING GLOBAL BRANDS AND DISTRIBUTION

Over the past 125 years, Stuart Alexander's corporate philosophy is to establish, build and develop consumer brands such as Tabasco, Mentos, and Fisherman's Friends to become Australasian household names. This outside the box session is designed to share insights on marketing, sales and distribution as super funds become increasing competitive.

Garry Browne AM

Chairman, Stuart Alexander & Co

Chair

Colin Tate

Chief executive, Conexus Financial

12:20pm – 1:20pm

LUNCH

1:20pm – 2:00pm

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.

Ronan McCabe

Head of portfolio management, Mercer

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

2:00pm – 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.

David Hartley

Chair, investment committee, Australian Catholic Superannuation and Retirement Fund

Philip Graham

Independent board member, State Investment Advisory Board (Queensland)

Greg Cooper

Chair, investment committee, TCorp

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