Mr Mark Waldron, speaking at Commodity Investment World Australia 2011

Mr Mark Waldron,
Investment Director
Australian National University

Mark Waldron was employed by The Australian National University in April 1990 as a Treasury and Fixed Interest Manager in the Investment Office. Prior to this he worked for the Superannuation Fund Investment Trust and the Bureau of Agricultural Economics. Over his term of employment at the ANU he has held the positions of Treasury Manager, Deputy Investment Manager and is now the Investment Manager. In his current role he oversees a small team responsible for the investment management of the Universitys financial assets. This role includes the formulation of investment policies, asset allocation models and investment strategies for consideration by the ANU Investment Advisory Committee and approval by the Finance Committee. The ANU is somewhat unique in that it performs most of its investment functions in-house including direct investment in domestic equities, fixed interest, cash, property and some alternative investments. It also conducts its own manager searches for its outsourced investment functions such as overseas equities and private equity. In recent years the ANU has increased its allocation to alternative investments from 5% to 25%. Mark has qualifications in accounting, economics and is a member of the CPA.

Appearing:

Day 2: 21 October 2011

11.50am

Panel: Maximising equities performance in a commodities boom

How can investors best access the returns from commodities via equities
Assess where in the supply chain excess profits will accrue
Does the AU$’s correlation to risky asset classes mean that risk can be reduced by leaving offshore exposures unhedged?
Can option strategies be used to enhance performance within the commodity equities portfolio?

Mr Mark Waldron,

Investment Director ,
Australian National University

Judith Posnikoff,

Managing Director,
Pacific Alternative Asset Management Company

Mr Hugh Hodges,

CIO,
ANZ Private Bank & Trustees

Mr David Charles,

Director,
Australian Bullion Exchange

3.20pm

Futurist Panel: Predicting the hottest emerging commodities and how to capitalise

In this informal session, investors weigh in with their hunches on the hot medium and long term outcomes for commodities
Which niche commodities could be the next hot thing?
What is the scenario for commodities returns in an extreme bear market?

Mr Mark Waldron,

Investment Director ,
Australian National University

Mr Rajesh Behal,

Chief Investment Officer - Global Agribusiness,
International Finance Corporation

Mr David Charles,

Director,
Australian Bullion Exchange

Mr. Ryan Bisch,

Senior Associate,
Mercer

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