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conference details
Pre conference masterclasses
25 February 2008 
 
Conference:
Day 1
26th February 8am - 5:30pm
6:10pm Networking Cocktail Party
7:30pm Official Conference Gala Dinner
 
Day 2
27th February 8am - 5:30pm
 
Post Conference masterclasses28 February 2008

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Sponsors include
We are pleased to announce the following confirmed sponsors of Asset Allocation Summit Australia.
Meet our sponsors

Gold & Dinner Sponsor

Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies with offices in 36 countries and territories and total client assets of approximately $1.5 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide.

Merrill Lynch owns just under half of BlackRock, one of the world’s largest publicly traded investment management companies with approximately $1 trillion in assets under management. For more information on Merrill Lynch, please visit www.ml.com.

 

       
Gold Sponsors

GLL Real Estate Partners GmbH (GLL) -GLL was founded in October 2000, and is a joint venture between the Italian-based Generali, one of the world’s oldest and largest insurance groups, and the management group comprising Messrs Kremer, Rainer, and Goebel, all former executives from Germany’s second largest bank, HypoVereinsbank. In just seven years, GLL has emerged as one of Europe’s leading and fastest-growing independent institutional real estate investment management firms. GLL has executed over €2 billion in real estate transactions in Europe and the US and is particularly recognized for its first class acquisitions of many landmark office buildings in the major city centres of France, Spain, Germany, Hungary, Poland and Romania. GLL manages both separate accounts and commingled funds, and is currently raising its fifth fund which will target European property assets. The Fund has been structured to allow for Australian investor participation. www.gll-partners.com

Metrix Capital Partners is advising GLL on its fund-raising in Australasia. Metrix was founded in 2006 and provides independent capital raising services to fund managers of predominantly alternative assets classes. Metrix also facilitates partnering opportunities between domestic and overseas fund managers structured as joint ventures, investment management agreements and entity level investments. www.metrixcp.com

 

       
Gold Sponsor
 
Aberdeen Asset Management is an international investment management group, managing in excess of A$220 billion* of assets for clients from 23 offices in 11 countries around the world.  The Aberdeen Group’s exclusive focus is funds management and it is firmly committed to developing niche expertise in each market in which it operates.  Worldwide, the Aberdeen Group offers clients a range of global, regional and single country products in equities, fixed interest and property, using distinctive investment processes.   
The Aberdeen Group commenced its Australian operations in December 2000 and in June 2007 the Group acquired the Australian equities and Australian fixed income asset management businesses of Deutsche Bank AG.  Total assets under management in Australia are more than A$14 billion*.  In addition to managing the Group’s Australian and New Zealand assets for a range of global and domestic clients, including a listed investment company, Aberdeen also offers a range of Australian managed investment schemes, giving investors a comprehensive choice of domestic, regional, global and emerging markets funds.. www.aberdeenasset.com.au
 
       
Gold Sponsor
 
Founded in 1989, Northwater Capital Management Inc. is an employee-owned company with offices in Toronto, New York and Chicago.  Northwater seeks low-cost market exposure (beta) through a variety of synthetic investment products and high-quality, diversified alpha through its market-neutral fund of hedge funds.  Northwater's Portfolio Platform™ is a proprietary system that allows institutional clients the ability to port their choice of alpha to their preferred asset classes or investment policy mix.  

In addition, the Northwater intellectual property fund was launched in early 2006 to provide investors with a wide exposure to IP opportunities.  As of September 30, 2007 Northwater had exposures under management of over U.S. $13.6 billion, including U.S. $4.7 billion in its market-neutral fund of hedge funds, most of which is used in portable alpha structures.
 
    
Gold Sponsor

Allco Finance Group is a publicly listed global financial services group with a proud history of innovation and entrepreneurialism.

Founded in Sydney in 1979, Allco originally arranged finance for assets on behalf of clients within key industry sectors.

Allco has significant experience arranging complex asset and structured finance transactions, and has financed over A$60 billion of assets for our clients within the aviation, rail, shipping and property sectors.

Allco has recognised that with change comes opportunity, and has mobilised to position itself at the forefront of financial product innovation.  Allco has continuously broadened its business model to accommodate growth.

Since 2001, Allco’s funds management business has developed a range of listed and unlisted investment funds which it manages.  These funds are predominantly focused in the sectors in which Allco has asset management expertise. 

As at December 31, 2006 Allco had more than A$6 billion in assets under management in Allco’s Funds Management division, these activities are generating a growing base of stable and predictable annuity income. www.allco.com.au

 

Bronze Sponsor

FTSE is a global index provider with 13 offices, including Sydney, servicing clients all around the world.  FTSE’s only business is the creation and management of indices and is in a unique position in financial markets with no connections to brokerage firms or investment houses.  This independence allows FTSE to provide truly objective market information.  Asset owners and financial professionals look to FTSE for the index tools they need to support the management of international investment portfolios and create index-linked products such as ETFs, derivatives and structured products.  To meet the demands of this sophisticated client base, FTSE now calculates over 100,000 indices on a daily basis, covering equity, bond and alternative investment asset classes. www.ftse.com

 

 

Masterclass Sponsor

Citi is one of the largest financial services companies in the world with around
120 million customers in more than 100 countries. Our customers range from individuals
to corporations, governments and institutions. The firm has been in the Asia-Pacific region for more than 100 years and today provides more services in more markets for more clients than any other financial institution. We count as valued clients 10 million customers across 18 countries
and territories.

Citi in Australia and New Zealand
Citi established a presence in Australia in 1971 in 1985 Citibank became the first foreign bank to be granted an Australian banking licence. Today, we provide financial services to more than 1 million consumers and over 900 corporate clients in Australia and New Zealand. Our unmatched level of products, services and geographic presence, combined with the world’s largest bank balance sheet, makes us the premier financial organisation for our clients in this region.

Citi Structured ProductsCiti creates structured products within our corporate markets and  banking business for retail and institutional clients throughout the world. The firm is recognised as a pioneer in the development of equity and fixed income transactions tailored to the needs of the client. Cutting-edge derivative risk management systems, pricing technologies and skilled individuals, allow us to create structured products across a broad product range.

Structured products for Citi’s clients are created from our global sales and trading centres. Our clients include hedge funds, mutual funds, pension funds, insurance companies and investment advisors.  www.citi.com.au

 
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Associate Sponsor

Perpetual Investments is one of Australia's most highly regarded investment managers and has been widely recognised as an industry leader by independent research houses and industry peers through a number of awards. Perpetual Investments offers investors strong investment capabilities across a range of asset classes including Australian and international equities, property securities, infrastructure, mortgages, fixed interest and cash.

We employ some of the industry's best investment specialists. Their expertise, combined with a proven investment philosophy and investment style and process has enabled us to provide strong and consistent performance to investors. Perpetual Investments has been managing funds since the 1960s with current funds under management totalling $34.5 billion (as of 30 Sept 2006.)

 

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Associate Sponsor

UBS is one of the world’s leading financial firms, serving a discerning global client base. As an organization, it combines financial strength with an international culture that embraces change. As an integrated firm, UBS creates added value for clients by drawing on the combined resources and expertise of all its businesses. UBS is the world’s largest wealth manager, a top tier investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking. UBS is present in all major financial centers worldwide. It has offices in 50 countries, with about 39% of its employees working in the Americas, 37% in Switzerland, 16% in the rest of Europe and 8% in Asia Pacific. UBS’s financial businesses employ around 72,000 people around the world.

 

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Exhibitor

With 19 offices and over 1500 professionals to support its growing client base, DST International provides a unique and comprehensive range of investment management software solutions and related services to 700 clients in 55 countries.

In Australia we reached a milestone in 2007 with $A1.5Trillion Funds using DST’s software covering the full spectrum of functions related to Sovereign Funds, Super Funds, Fund Managers, Wealth Platforms and Custodians including sophisticated Risk and Performance solutions. We have the world’s leading investment institutions using our software including Ontario Teachers Pension Plan (OTPP) who are presenting at this conference. OTPP use our software for Ex Ante Risk Management across their investments.

For further information, please feel free to visit us at our exhibit at this conference or contact
Simon Zandler, Jeffrey Chan or Nick Frolich on (+612) 9235 1888.
www.dstinternational.com

 

To find out how your organisation can benefit from sponsorship please contact Chris Rath

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