Overview – Tuesday – November 17

9:00am – 9:05am

Day 1 Morning Session | Welcome

9:05am – 9:35am

The Polarisation Industry: How Can Our Divisions be Overcome?

Successful societies require competent and compassionate leadership, on the one hand, and social solidarity and trust on the other. How did we end up with excesses of both incompetence and social division? If Steven Pinker is correct in arguing that the human race has never had it so good, what are we missing? Who and what are driving the division? What are the ways to drive people back toward consensus? What is the path back to shared prosperity?

Stephen Kotkin

John P. Birkelund ’52 professor in history and international affairs, Princeton University

Chair

Colin Tate

Chief executive, Conexus Financial

9:35am – 10:05am

Trade Wars, Class Wars and the Increasing Global China Tension

China’s economy is vastly complex. Despite Chinese policymakers wanting to increase domestic consumption and reduce the power of state-owned companies, powerful interest groups and incentives are seeking to override these objectives. Why does China struggle to achieve their espoused policies, and what role does political power play?

Michael Pettis

Professor of finance, Peking University

Chair

Stephen Kotkin

John P. Birkelund ’52 professor in history and international affairs, Princeton University

10:05am – 10:30am

Transformation and the Modernisation of Asset Management

Asset management is facing its extinction rebellion moment. Facing significant disruption, the industry needs to prove its value to investors. What are the key areas that an asset management firm must address in a new landscape, characterised by regulation, technology disruption, socially responsible investing and efficient passive management?  

Jenny Johnson

President and chief executive officer, Franklin Templeton

Chair

Colin Tate

Chief executive, Conexus Financial

10:30am – 10:55am

Central Banks, the Fourth Turning and the Endpoint

The US stock market has returned to its previous highs. But has the economy  been pushed beyond breaking point in the process? What is the economic reality that investors are facing? Do the next two decades of U.S. growth look like Japan with slow, prolonged stagnation,and can monetary policy or fiscal policy change that?

Nathan Sheets

Chief economist and head of global macroeconomic research, PGIM Fixed Income

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:55am – 11:20am

Winner Takes All: Capitalism, Growth and the Bifurcation of Equities

Don’t be evil. Today, seven large technology companies have market dominance, and mutually reinforcing factors make it almost impossible to displace them. How does this impact investor decision-making, particularly given their weighting in equity indices, and innovation? And how might antitrust regulation threaten their market power?  

Mark Baribeau

Managing director, head of global equity, Jennison Associates

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

11:20am – 11:50am

Blending Art and Fundamentals in Total Portfolio Management Approach

There are many reasons why TPA is superior to a SAA. But the TPA portfolio construction process requires decisions to ensure that the governance, people and investment model line up with organisation effectiveness. How does Cbus frame how they look at their portfolios, play to their strengths and determine investment conviction?  

Kristian Fok

Chief investment officer, Cbus Super

Chair

Amanda White

Director of institutional content, Top1000funds.com

11:50am – 12:30pm

Breakout Session: Monitoring and Refreshing Due Diligence on New and Existing Managers

The cloud of COVID has transformed the due diligence process. What are the observations to date from the asset owners and the consultants during this period? How are asset owners approaching the challenge of appointing new managers and updating due diligence in a virtual environment? Can technology solutions provide sufficient effectiveness to solve the problems?    

Chair

Skye King

Manager, investment governance, NGS Super

Chair

Jo Leaper

Senior consultant, operational consulting, JANA

Chair

Stephanie Lyons

Chief risk officer, EISS Super

Chair

Alex Wise

Head of Australia, Castle Hall

12:30pm

Day 1 Morning session Concludes

3:00pm – 3:05pm

Day 1 Afternoon Session | Welcome

3:05pm – 3:50pm

After the Free Lunch: The Next Drivers of Investment Success

The 60/40 benchmark portfolio is 35 years old. Its prominence culminates with the longest decrease in interest rates. How do investors need to reframe the way that they look at portfolios today? What characteristics are critical for investors as they redefine their return objective, implementation options, and ultimately map risk to member outcomes? 

Kim Bowater

Director of consulting, Frontier

Mark Burgess

Chair, investment committee, HESTA

Michael Drew

Chief investment officer, MGD Private

Keri Pratt

Head of strategic partnerships, NSW State Super

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

3:50pm – 4:10pm

Market Dynamics and the Evolving Private Credit Landscape

The timing and the shape of the recovery post the pandemic remains uncertain. However, private debt offers an essential source of liquidity and long-term finance as banks continue to exhibit low-risk appetite. What is the state of the domestic borrower market and how should investors discern the increasing number of asset-light businesses seeking funding?

Nicole Kidd

Head of private debt, Australia, Schroders

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:10pm – 4:30pm

Lessons in Consolidating Portfolios in the UK Local Government Pension Scheme

Market dynamics have led to increasing levels of fund consolidation. The process of consolidation is highly time consuming and requires a lot of decision-making. What are the key areas that an investor needs to consider as part of this process? What are the common areas of contention and the unexpected challenges that arise in merging portfolios?  

Andrien Meyers

Common Councilman; Deputy Chair of Property Investment Board; Deputy Chair of Social Investment Board; City of London Corporation

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

4:30pm – 5:00pm

Investment Strategy, Tilting and the Reference Portfolio at NZ Super

This fireside chat will be a wide-ranging discussion. Investment beliefs are a core part of an investor’s active strategy. Testing those beliefs by way of a reference portfolio is one approach to judge skill. Following the recent review of its reference portfolio, what has NZ Super learned?

Stephen Gilmore

Chief investment officer, NZ Super Fund

Chair

Amanda White

Director of institutional content, Top1000funds.com

5:00pm – 6:00pm

Open Interactive Networking

Join us for interactive peer-to-peer networking on Remo (digital networking platform). You will be provided with a link to access the conference room.

6:00pm

Day 1 Afternoon Concludes

Day 2 – Wednesday – November 18

9:00am – 9:05am

Day 2 Morning session | Welcome

9:05am – 9:30am

Redefining Defensive During Irrational Exuberance

The omnipotent central bank narrative has taken hold. Is this a permanent feature of the investing environment where fundamentals, like economic growth, inflation and real interest rates no longer matter? What does this mean for risk and how should investors view the market dynamics where growth and momentum are seemingly the only games in town? 

Barnaby Wiener

Portfolio manager, MFS

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:30am – 10:00am

Rival Powers, Great Empires and the Thucydides Trap

Tension is inevitable when great empires such as the US and China jostle. While many parts of the world have been suffering from the pandemic, China’s momentum has continued to build as President Xi has sought a faster return to normalcy. What impact will this have on the tit-for-tat trade escalations, China’s credit impulse and possible global reflation?

Bob Prince

Co-chief investment officer, Bridgewater Associates

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:00am – 10:35am

Quantifying E, S and G and Observed Stock Return Predictability

Applying materiality to ESG ratings can improve the accuracy for forecasting returns. What are the data challenges of quantifying ESG and determining materiality? How vital are governance factors such as ownership structure, shareholder orientation, and institutional presence in predicting return variability? And is there a threat of ESG overcrowding?

Mozaffar Khan

Vice president, Causeway Capital Management

Cheryl Smith

Economist, portfolio manager and research analyst, Trillium (Perpetual)

Chair

Amanda White

Director of institutional content, Top1000funds.com

10:35am – 11:05am

Real Estate Resilience, Data-Driven Models and Valuations

The impact of the pandemic on real estate has had a great shock on many sectors. The  financial stress has already started to shift from tenants to property owners and their lenders. How people work, live, and play has likely changed forever. How should investors interpret the impact and understanding the bifurcation of the market?

Mary Power

Senior consultant, JANA Investment Advisers

Bryan Sanchez

Chief investment officer, Lionstone Investments

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:05am – 11:30am

Innovation, Collaborative Disruption and Diversifying the Economic Base

As the global community reimagines a world post the pandemic there are many new catalysts for innovation - across all aspects of our lives. This session uncovers the characteristics of disrupters, how they collaborate and access capital to spawn future industries and companies that will be both profitable and sustainable in the new world order.

Magnus Grimeland

Chief executive officer and founder, Antler

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

11:30am – 12:00pm

Volatility, Anxiety and Amplifying Mental Fitness

The impact of the pandemic both on financial markets and individuals has been immense. The issue of mental health and anxiety is a societal problem amplified by COVID-19 that requires collaboration by super funds, insurers and employers. What training and resources are available to reduce the stigma of mental health and improve workplaces?    

Damian Hill

Chief executive, CSC

Chair

Colin Tate

Chief executive, Conexus Financial

12:00pm

Day 2 Morning session concludes

3:00pm – 3:05pm

Day 2 Afternoon Session | Welcome

3:05pm – 3:30pm

Transitioning from CIO to CEO: Roles and Responsibilities

The pandemic has accelerated the speed of change, and investors need to respond. Alongside the investment market challenges and opportunities, investors will need to contend with four key themes, purpose, adapting to change, regulatory policy, mobility and culture. What impact will these themes have on the Future Fund to innovate and allocate capital?   

Raphael Arndt

Chief executive officer, the Future Fund

Chair

Colin Tate

Chief executive, Conexus Financial

3:30pm – 4:20pm

Your Future, Your Super: An Interactive Session

The Your Future Your Super (YFYS) reforms will re-shape the superannuation industry from a structural, investment and outcomes perspective. In this digital break-out session the investment community comes together in a safe environment to discuss their views on YFYS.

Emily Barlow

Senior consultant, Mercer

David Bell

Executive director, The Conexus Institute

Andrew Boal

Chief executive, Rice Warner

Nick Callil

Head of retirement solutions, Willis Towers Watson

Chair

Colin Tate

Chief executive, Conexus Financial

4:20pm – 4:45pm

Core Impact: Avoiding the Greenwash Bubble

As ESG integration gains prominence investors are discerning on greenwashing. While the popular ESG narrative has virtuous intentions in many cases it falls short as exposure to the highly priced FAANGS dominates the portfolio. Where can investors find the next emerging leaders that will benefit from the structural evolution of the economy in line with the SDGs?

Tim Crockford

Senior fund manager, Regnan

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

4:45pm – 5:20pm

The Next Frontier, Sustainable Developments Goals and the Asset Classes

Investors are increasingly looking at integrating sustainability considerations beyond equities. Historically, the integration of sustainability has referred to the application of data and ratings to the investment process. However, given the prominence of the SDGs and greater expectations of the members, what should a deeper level of integration incorporate?

Nick Grant

Head of asset management, infrastructure investments, First Sentier Investors

Christopher Greenwald

Head of sustainable and impact investing research, UBS Asset Management

Chair

Amanda White

Director of institutional content, Top1000funds.com

5:20pm – 5:45pm

Investment Transition at TCorp - what has the journey felt like?

TCorp is nearly four years into a transformational journey toward a risk-based total portfolio approach. With very strong client alignment and without the need to give regard to peer portfolios or be subject to a material profit motive, TCorp has arguably higher ability to leverage several comparative advantages. Where has TCorp reached and what have been the unexpected opportunities and challenges on the journey of rebuilding the investment model?   

Stewart Brentnall

Chief investment officer, TCorp

Chair

Colin Tate

Chief executive, Conexus Financial

5:45pm

Event Concludes

Day 1 – Tuesday – November 17

9:00am – 9:05am

Day 1 Morning Session | Welcome

9:05am – 9:35am

The Polarisation Industry: How Can Our Divisions be Overcome?

Successful societies require competent and compassionate leadership, on the one hand, and social solidarity and trust on the other. How did we end up with excesses of both incompetence and social division? If Steven Pinker is correct in arguing that the human race has never had it so good, what are we missing? Who and what are driving the division? What are the ways to drive people back toward consensus? What is the path back to shared prosperity?

Stephen Kotkin

John P. Birkelund ’52 professor in history and international affairs, Princeton University

Chair

Colin Tate

Chief executive, Conexus Financial

9:35am – 10:05am

Trade Wars, Class Wars and the Increasing Global China Tension

China’s economy is vastly complex. Despite Chinese policymakers wanting to increase domestic consumption and reduce the power of state-owned companies, powerful interest groups and incentives are seeking to override these objectives. Why does China struggle to achieve their espoused policies, and what role does political power play?

Michael Pettis

Professor of finance, Peking University

Chair

Stephen Kotkin

John P. Birkelund ’52 professor in history and international affairs, Princeton University

10:05am – 10:30am

Transformation and the Modernisation of Asset Management

Asset management is facing its extinction rebellion moment. Facing significant disruption, the industry needs to prove its value to investors. What are the key areas that an asset management firm must address in a new landscape, characterised by regulation, technology disruption, socially responsible investing and efficient passive management?  

Jenny Johnson

President and chief executive officer, Franklin Templeton

Chair

Colin Tate

Chief executive, Conexus Financial

10:30am – 10:55am

Central Banks, the Fourth Turning and the Endpoint

The US stock market has returned to its previous highs. But has the economy  been pushed beyond breaking point in the process? What is the economic reality that investors are facing? Do the next two decades of U.S. growth look like Japan with slow, prolonged stagnation,and can monetary policy or fiscal policy change that?

Nathan Sheets

Chief economist and head of global macroeconomic research, PGIM Fixed Income

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:55am – 11:20am

Winner Takes All: Capitalism, Growth and the Bifurcation of Equities

Don’t be evil. Today, seven large technology companies have market dominance, and mutually reinforcing factors make it almost impossible to displace them. How does this impact investor decision-making, particularly given their weighting in equity indices, and innovation? And how might antitrust regulation threaten their market power?  

Mark Baribeau

Managing director, head of global equity, Jennison Associates

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

11:20am – 11:50am

Blending Art and Fundamentals in Total Portfolio Management Approach

There are many reasons why TPA is superior to a SAA. But the TPA portfolio construction process requires decisions to ensure that the governance, people and investment model line up with organisation effectiveness. How does Cbus frame how they look at their portfolios, play to their strengths and determine investment conviction?  

Kristian Fok

Chief investment officer, Cbus Super

Chair

Amanda White

Director of institutional content, Top1000funds.com

11:50am – 12:30pm

Breakout Session: Monitoring and Refreshing Due Diligence on New and Existing Managers

The cloud of COVID has transformed the due diligence process. What are the observations to date from the asset owners and the consultants during this period? How are asset owners approaching the challenge of appointing new managers and updating due diligence in a virtual environment? Can technology solutions provide sufficient effectiveness to solve the problems?    

Chair

Skye King

Manager, investment governance, NGS Super

Chair

Jo Leaper

Senior consultant, operational consulting, JANA

Chair

Stephanie Lyons

Chief risk officer, EISS Super

Chair

Alex Wise

Head of Australia, Castle Hall

12:30pm

Day 1 Morning session Concludes

3:00pm – 3:05pm

Day 1 Afternoon Session | Welcome

3:05pm – 3:50pm

After the Free Lunch: The Next Drivers of Investment Success

The 60/40 benchmark portfolio is 35 years old. Its prominence culminates with the longest decrease in interest rates. How do investors need to reframe the way that they look at portfolios today? What characteristics are critical for investors as they redefine their return objective, implementation options, and ultimately map risk to member outcomes? 

Kim Bowater

Director of consulting, Frontier

Mark Burgess

Chair, investment committee, HESTA

Michael Drew

Chief investment officer, MGD Private

Keri Pratt

Head of strategic partnerships, NSW State Super

Chair

Gerard Parlevliet

Chair, investment committee, Prime Super

3:50pm – 4:10pm

Market Dynamics and the Evolving Private Credit Landscape

The timing and the shape of the recovery post the pandemic remains uncertain. However, private debt offers an essential source of liquidity and long-term finance as banks continue to exhibit low-risk appetite. What is the state of the domestic borrower market and how should investors discern the increasing number of asset-light businesses seeking funding?

Nicole Kidd

Head of private debt, Australia, Schroders

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

4:10pm – 4:30pm

Lessons in Consolidating Portfolios in the UK Local Government Pension Scheme

Market dynamics have led to increasing levels of fund consolidation. The process of consolidation is highly time consuming and requires a lot of decision-making. What are the key areas that an investor needs to consider as part of this process? What are the common areas of contention and the unexpected challenges that arise in merging portfolios?  

Andrien Meyers

Common Councilman; Deputy Chair of Property Investment Board; Deputy Chair of Social Investment Board; City of London Corporation

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

4:30pm – 5:00pm

Investment Strategy, Tilting and the Reference Portfolio at NZ Super

This fireside chat will be a wide-ranging discussion. Investment beliefs are a core part of an investor’s active strategy. Testing those beliefs by way of a reference portfolio is one approach to judge skill. Following the recent review of its reference portfolio, what has NZ Super learned?

Stephen Gilmore

Chief investment officer, NZ Super Fund

Chair

Amanda White

Director of institutional content, Top1000funds.com

5:00pm – 6:00pm

Open Interactive Networking

Join us for interactive peer-to-peer networking on Remo (digital networking platform). You will be provided with a link to access the conference room.

6:00pm

Day 1 Afternoon Concludes

Day 2 – Wednesday – November 18

9:00am – 9:05am

Day 2 Morning session | Welcome

9:05am – 9:30am

Redefining Defensive During Irrational Exuberance

The omnipotent central bank narrative has taken hold. Is this a permanent feature of the investing environment where fundamentals, like economic growth, inflation and real interest rates no longer matter? What does this mean for risk and how should investors view the market dynamics where growth and momentum are seemingly the only games in town? 

Barnaby Wiener

Portfolio manager, MFS

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:30am – 10:00am

Rival Powers, Great Empires and the Thucydides Trap

Tension is inevitable when great empires such as the US and China jostle. While many parts of the world have been suffering from the pandemic, China’s momentum has continued to build as President Xi has sought a faster return to normalcy. What impact will this have on the tit-for-tat trade escalations, China’s credit impulse and possible global reflation?

Bob Prince

Co-chief investment officer, Bridgewater Associates

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:00am – 10:35am

Quantifying E, S and G and Observed Stock Return Predictability

Applying materiality to ESG ratings can improve the accuracy for forecasting returns. What are the data challenges of quantifying ESG and determining materiality? How vital are governance factors such as ownership structure, shareholder orientation, and institutional presence in predicting return variability? And is there a threat of ESG overcrowding?

Mozaffar Khan

Vice president, Causeway Capital Management

Cheryl Smith

Economist, portfolio manager and research analyst, Trillium (Perpetual)

Chair

Amanda White

Director of institutional content, Top1000funds.com

10:35am – 11:05am

Real Estate Resilience, Data-Driven Models and Valuations

The impact of the pandemic on real estate has had a great shock on many sectors. The  financial stress has already started to shift from tenants to property owners and their lenders. How people work, live, and play has likely changed forever. How should investors interpret the impact and understanding the bifurcation of the market?

Mary Power

Senior consultant, JANA Investment Advisers

Bryan Sanchez

Chief investment officer, Lionstone Investments

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

11:05am – 11:30am

Innovation, Collaborative Disruption and Diversifying the Economic Base

As the global community reimagines a world post the pandemic there are many new catalysts for innovation - across all aspects of our lives. This session uncovers the characteristics of disrupters, how they collaborate and access capital to spawn future industries and companies that will be both profitable and sustainable in the new world order.

Magnus Grimeland

Chief executive officer and founder, Antler

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

11:30am – 12:00pm

Volatility, Anxiety and Amplifying Mental Fitness

The impact of the pandemic both on financial markets and individuals has been immense. The issue of mental health and anxiety is a societal problem amplified by COVID-19 that requires collaboration by super funds, insurers and employers. What training and resources are available to reduce the stigma of mental health and improve workplaces?    

Damian Hill

Chief executive, CSC

Chair

Colin Tate

Chief executive, Conexus Financial

12:00pm

Day 2 Morning session concludes

3:00pm – 3:05pm

Day 2 Afternoon Session | Welcome

3:05pm – 3:30pm

Transitioning from CIO to CEO: Roles and Responsibilities

The pandemic has accelerated the speed of change, and investors need to respond. Alongside the investment market challenges and opportunities, investors will need to contend with four key themes, purpose, adapting to change, regulatory policy, mobility and culture. What impact will these themes have on the Future Fund to innovate and allocate capital?   

Raphael Arndt

Chief executive officer, the Future Fund

Chair

Colin Tate

Chief executive, Conexus Financial

3:30pm – 4:20pm

Your Future, Your Super: An Interactive Session

The Your Future Your Super (YFYS) reforms will re-shape the superannuation industry from a structural, investment and outcomes perspective. In this digital break-out session the investment community comes together in a safe environment to discuss their views on YFYS.

Emily Barlow

Senior consultant, Mercer

David Bell

Executive director, The Conexus Institute

Andrew Boal

Chief executive, Rice Warner

Nick Callil

Head of retirement solutions, Willis Towers Watson

Chair

Colin Tate

Chief executive, Conexus Financial

4:20pm – 4:45pm

Core Impact: Avoiding the Greenwash Bubble

As ESG integration gains prominence investors are discerning on greenwashing. While the popular ESG narrative has virtuous intentions in many cases it falls short as exposure to the highly priced FAANGS dominates the portfolio. Where can investors find the next emerging leaders that will benefit from the structural evolution of the economy in line with the SDGs?

Tim Crockford

Senior fund manager, Regnan

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

4:45pm – 5:20pm

The Next Frontier, Sustainable Developments Goals and the Asset Classes

Investors are increasingly looking at integrating sustainability considerations beyond equities. Historically, the integration of sustainability has referred to the application of data and ratings to the investment process. However, given the prominence of the SDGs and greater expectations of the members, what should a deeper level of integration incorporate?

Nick Grant

Head of asset management, infrastructure investments, First Sentier Investors

Christopher Greenwald

Head of sustainable and impact investing research, UBS Asset Management

Chair

Amanda White

Director of institutional content, Top1000funds.com

5:20pm – 5:45pm

Investment Transition at TCorp - what has the journey felt like?

TCorp is nearly four years into a transformational journey toward a risk-based total portfolio approach. With very strong client alignment and without the need to give regard to peer portfolios or be subject to a material profit motive, TCorp has arguably higher ability to leverage several comparative advantages. Where has TCorp reached and what have been the unexpected opportunities and challenges on the journey of rebuilding the investment model?   

Stewart Brentnall

Chief investment officer, TCorp

Chair

Colin Tate

Chief executive, Conexus Financial

5:45pm

Event Concludes