Identifying top performing sources of returns for the most influential allocators.
Conference Day One, Tuesday 21 February 2012
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| 8.30am | Registration and early morning refreshments | ||
| 9am |
Opening remarks by Chair
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Big Picture | |||
| 9.10am |
Keynote interview with Bernard Connolly: What’s in store for the Euro zone in 2012 and beyond – Implications on Asia Pacific Bernard ConnollyBernard Connolly is the CEO of Connolly Insight LP, which is a co-founder of Hamiltonian Associates. A renowned economist and commentator, Connolly previously spent 11 years as the global strategist for Banque AIG and AIG Trading, a platform that... more..Moderator: Oriel MorrisonOriel Morrison is a CNBC anchor, based in Sydney, Australia, anchoring Cash Flow, which airs globally (Monday - Friday 1pm – 3pm SYD time). She also provides special reports, breaks business stories, provides live market updates and reports live... more..Connolly, a renowned economist and commentator, is the author of "The Rotten Heart of Europe: The Dirty War for Europe's Money," which predicted many of the consequences of the European monetary union. At Asset Allocation Summit Australasia Bernard will share with you his predictions for the Euro Zone in 2012 – and the implications on Asia Pacific. | ||
| 9.40am |
Keynote panel: Examining asset allocation drivers: Understanding looming risks, opportunities, and challenges for the global investorModerator:Oriel MorrisonOriel Morrison is a CNBC anchor, based in Sydney, Australia, anchoring Cash Flow, which airs globally (Monday - Friday 1pm – 3pm SYD time). She also provides special reports, breaks business stories, provides live market updates and reports live... more.. Mark DelaneyMark Delaney was appointed Chief Investment Officer and Deputy CEO of AustralianSuper in July 2006 after the ARF and STA merger. Mark has the formidable responsibility of investing currently around $42 billion of member’s retirement savings. He has... more.. Craig TurnbullCraig was recently appointed Chief Investment Officer of the Local Government Super. Previously with property group Macarthur Cook, where he was responsible for real estate securities, his professional experience in the funds management industry... more.. Oscar FabianOscar Fabian was appointed Chief Investment Officer of VicSuper. Before joining VicSuper, Oscar was State Super Financial Services’ Chief Investment Officer for 8 years from 2002 – 2008 and an Investment Manager for MLC Investment Management from... more.. Susan GoslingSusan Gosling has worked for Sydney based investment management firm, MLC for the past eight years. She is Head of Capital Markets Research, her responsibilities include strategic and active asset allocation; during calendar 2010 she was also MLC's... more.. Thomas CoughlinThomas Coughlin, Chief Executive Officer of Australian Bullion Exchange Limited (ABX) has worked in the Investment, Funds Management and Bullion industries for over 10 years. Thomas Co-Founded ABX with a wealth of experience and expertise in... more..
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| 10.20am |
Panel: Capitalising on the growing strengths in emerging markets: Geopolitical and macro-economic risksModerator:Oriel MorrisonOriel Morrison is a CNBC anchor, based in Sydney, Australia, anchoring Cash Flow, which airs globally (Monday - Friday 1pm – 3pm SYD time). She also provides special reports, breaks business stories, provides live market updates and reports live... more..Oscar FabianOscar Fabian was appointed Chief Investment Officer of VicSuper. Before joining VicSuper, Oscar was State Super Financial Services’ Chief Investment Officer for 8 years from 2002 – 2008 and an Investment Manager for MLC Investment Management from... more.. Mark ListerMark Lister joined Craigs Investment Partners in early 2004 as an equity analyst specialising in property and small cap research. In 2007, Mark was appointed Head of Private Wealth Research for Craigs Investment Partners. His role encompasses all... more..Mark DelaneyMark Delaney was appointed Chief Investment Officer and Deputy CEO of AustralianSuper in July 2006 after the ARF and STA merger. Mark has the formidable responsibility of investing currently around $42 billion of member’s retirement savings. He has... more.. Thiam Hee NgThiam Hee Ng is an economist with the Asian Development Bank (ADB) where he works on macroeconomic surveillance, early warning systems and financial integration issues in the Office for Regional Economic Integration. He is one of the authors of the... more..
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| 11am | Morning tea | ||
Portfolio Design | |||
| 11.30am |
The golden renaissance: A market and portfolio perspective
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| 12pm |
How to move forward from historic MVO models in asset allocation to secure higher investor returns and mitigate risk
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| 12.30pm | Networking lunch | ||
| 1.10pm |
Panel: Strategies to develop the optimal asset allocation mix for endowments, foundations, and trustsModerator: Glenn LangtonGlenn is an Actuary and has had over 35 years of experience in the superannuation and investment consulting industry. He has had senior roles at Mercer, Coopers & Lybrand (now PriceWaterhouseCoopers), Buck Consultants and Rice Walker Actuaries. He... more.. Andrew FranklingAndrew Frankling spent a number of years in the offshore investment consulting world, including working for a top ten global private bank and heading up the internal asset consulting capability for the world's largest offshore legal firm. In 2006... more.. Mark WaldronMark 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... more.. Richard SorrensonRichard manages The University of Auckland Foundation, ensuring that donors gifts are well stewarded, and assisting the Trustees in their governance responsibilities including the investment and distribution of Foundation funds, both endowment and... more.. Gregory FernanceGreg began his career with the AMP Society in 1981, after graduating with a Batchelor of Economics degree from the University of New England. In 1985, he moved to the AMP Investments Australian Fixed Interest division and in 1994 was appointed Head ... more..
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Sustainability | |||
| 1.50pm |
Panel: How can investors increase returns using sustainable and responsible investing and factor in long term trends?Moderator:Oriel MorrisonOriel Morrison is a CNBC anchor, based in Sydney, Australia, anchoring Cash Flow, which airs globally (Monday - Friday 1pm – 3pm SYD time). She also provides special reports, breaks business stories, provides live market updates and reports live... more.. Bill HartnettSydney-based Bill Hartnett has spent the majority of his 20 year career in the area of responsible investment and environmental, social and governance (ESG) investment risk analysis. Bill has a unique combination of industry experience (roles in... more.. Andrew GrayAndrew joined AustralianSuper in July 2011 as Manager, Investments Governance. This role involves Andrew implementing an ESG integration strategy for AustralianSuper’s investment portfolio. Prior to joining AustralianSuper, Andrew was Executive... more.. Stuart WilsonStuart Wilson is the Environmental, Social and Governance Manager at Sunsuper, a $19 billion superannuation fund. His responsibilities include investee board quality assessments, governance research, engagement and ESG risk identification. He is... more..
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Manager Selection | |||
| 2.30pm | Speed networking and afternoon tea | ||
| 3.30pm |
Panel: How to find an optimum combination of active and passive management to drive successful investment strategyMark WaldronMark 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... more.. Mr Miles CollinsMiles has over ten years experience in private client wealth management, funds research and asset allocation. Miles joined the Myer Family Company (MFCo) in January 2008 to structure and manage its recommended list of open-ended investments, and... more.. Ron MehmetRon Mehmet joined Advance Investment Solutions in July 2010 as Portfolio Manager, Fixed Interest. Ron started his career in 1984 at the Commonwealth Bank of Australia (CBA) working in the financial markets division. In June 1997 Ron joined ING... more..Moderator:Oriel MorrisonOriel Morrison is a CNBC anchor, based in Sydney, Australia, anchoring Cash Flow, which airs globally (Monday - Friday 1pm – 3pm SYD time). She also provides special reports, breaks business stories, provides live market updates and reports live... more..
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| 4.20pm |
Roundtables: Choose the roundtable that addresses your specific needs and interests.Moderator: Troy RieckTroy is the Managing Director of Capital Markets at QIC, with responsibility for delivering corporate treasury services and product structuring solutions to QIC's clients. His team delivers funds management solutions that are capital efficient, tax ... more..Moderator: Andrew ProebstlAndrew is Chief Executive of legalsuper, the $1 billion industry super fund for the Australian legal community. Legalsuper is a SuperRatings’ platinum rated fund. With more than 20 years of diverse super industry experience, Andrew has worked... more..Moderator: Mr Graham HarmanGraham Harman is the Director of Capital Markets Research at Russell Investments, and also chairs Russell’s Asset Allocation Committee. Graham joined Russell in 2010. Prior to joining Russell, Graham served as Head of Investment Strategy at... more..Moderator: Ross BernaysRoss Bernays is the Chief Executive Officer of Health Industry Plan (HIP) and has over 30 years experience in the superannuation industry. Following an extended career in the NSW public sector superannuation, Ross moved to REST Superannuation... more..Moderator:Thomas CoughlinThomas Coughlin, Chief Executive Officer of Australian Bullion Exchange Limited (ABX) has worked in the Investment, Funds Management and Bullion industries for over 10 years. Thomas Co-Founded ABX with a wealth of experience and expertise in... more..Roundtable 1: What is the most appropriate method for precious metal investment portfolio exposure? Roundtable 2: Tail Risk Hedging: Risk management for increasing returns Roundtable 3: How can small superfunds use size to its advantage and become more cost efficient Roundtable 4: Who should be the real decision makers in asset allocation?
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| 5.20pm |
Panel: Balancing time/cost constraints with close manager relationships that deliver stability and true value Charles WoodhouseCharles Woodhouse was appointed as Head of Funds Management in May 2009. Charles directs QSuper's investments with external service providers including investment managers, funds of funds and consultants. Charles and his team are responsible for... more.. Tim MacreadyTim joined Christian Super in 2005 to implement the Fund’s decision to apply ethical investment principles across its entire portfolio and in all asset classes. Having managed that implementation process, he now oversees the internal ethical... more.. Ross EndresRoss was appointed Chief Investment Officer of MAP in January 2008 and is responsible for the investment strategy of the fund. He has 17 years experience in investment management principally in the areas of asset valuation, financial market... more..Moderator:Oriel MorrisonOriel Morrison is a CNBC anchor, based in Sydney, Australia, anchoring Cash Flow, which airs globally (Monday - Friday 1pm – 3pm SYD time). She also provides special reports, breaks business stories, provides live market updates and reports live... more..
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| 6pm |
Closing remarks by Chair
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| 6.10pm | End of day one and networking cocktails |
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