Identifying top performing sources of returns for the most influential allocators.
Conference Day Two, Wednesday 22 February 2012
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| 8.30am | Early morning refreshments | ||
| 9am |
Opening remarks by Chair
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Innovation | |||
| 9.10am |
Panel: How to implement innovative asset allocation models that drive optimal portfolio constructionModerator: 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.. Mr Daniel NeedhamDaniel manages the Investment team, which is responsible for capital markets, manager research, and portfolio management. He chairs the Ibbotson Investment Committee in Australia, which governs and oversees all investment processes and decisions... more.. Dennis SamsDennis Sams is the Head of Fixed Interest & Cash at the $26 billion UniSuper, the superannuation fund for the tertiary education sector in Australia. Previously, Dennis was Director, Investment Consulting and Director of Investment Research for... more.. Mr Dominic McCormickDominic has worked in financial services and investment management for over 20 years and maintains a high and well respected industry profile through his regular contribution to industry articles and conferences. Dominics expertise, particularly in ... more.. George BourbourasGeorge joined UBS Wealth Management in January 2008 as Head of Investment Strategy & Consulting. He is responsible for the Advisory Investment Solutions (Equity, Fixed Income & Managed Funds) & also Co-Head of Investment Solutions in... more..
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| 9.50am |
Family office panel: Dissecting the family offices asset allocation model: Key strategies to drive profitable investment returns for private clients Rene PyszkoRene is currently the Head of Investments for the Commonwealth Private Office and joined the business in March 2010. The Commonwealth Private Office (CPO) is a part of Commonwealth Private Bank. It is a relationship management business that... more..Moderator: 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.. Mathew BrowningMr Browning is responsible for strategy and operations at the Myer Family Company, an investment, family office and wealth services firm catering to the needs of families, individuals, foundations, charities and institutions. Prior to his current... more..
Anderw Peker, Associate Director of Global Investments, Gandel Group | ||
| 10.30am | Morning tea | ||
Risk Management | |||
| 11am |
How to leverage risk-based approaches in order to better navigate the unpredictable investment space
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Hot Vehicles & Alternatives | |||
| 11.30am |
Panel: Australian institutions heavily invested in illiquid growth assets: How to achieve true diversificationModerator: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.. Robert Graham-SmithRobert has worked in financial services and investment management for over 17 years and his core area of expertise is in alternative investments and portfolio management. Robert maintains a high profile in the alternative investment industry through ... more..George BourbourasGeorge joined UBS Wealth Management in January 2008 as Head of Investment Strategy & Consulting. He is responsible for the Advisory Investment Solutions (Equity, Fixed Income & Managed Funds) & also Co-Head of Investment Solutions in... more.. Suzanne TavillSuzanne Tavill is responsible for AMP Capital’s illiquid alternative investment platform that is housed with the Multi Asset Group. This encompasses a private equity program, an infrastructure program and an opportunistic/real asset... more.. Michael CoopMichael has over 20 years' experience in Australia and the United Kingdom in strategic asset allocation. He joined Ibbotson Associates in 2003 to expand the coverage of alternative investments for advisory and implemented consulting clients. ... more..
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| 12.10pm | Networking lunch | ||
| 1.40pm |
Panel: What are the benefits, costs, and risks that you need to consider before deciding on your hedge fund investment vehicle?Robert Graham-SmithRobert has worked in financial services and investment management for over 17 years and his core area of expertise is in alternative investments and portfolio management. Robert maintains a high profile in the alternative investment industry through ... more..Moderator: David CharlesDavid Charles, Director of ABX brings a broad array of domestic and international, business-oriented legal experience to ABX. He has acted for some of the worlds largest and most prominent entities across four continents. Notably, David has advised ... more..
Julian Robertson, Senior Research Analyst, Morningstar | ||
| 2.20pm | Afternoon tea | ||
Real Estate & Infrastructure | |||
| 3pm |
Panel: REITS vs Direct: How to balance direct real estate investment and REITS in order to maximise returns in a real estate driven portfolio 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.. Ben SquiresBen is the Manager of Investments and Finance at NGS Super and has worked within the investment team at NGS Super for 3 ½ years. In this role, he works with the Fund’s asset consultant and Investment Counsel to formulate investment strategy and... more..Mark FergusonMr. Ferguson is a Co-Portfolio Manager for the Asia-Pacific real estate securities team and is based in Sydney. He has overall responsibility for portfolio construction and stock analysis within the A-REIT sector. Mr. Ferguson also contributes to... more.. Michael WinchesterBInt Bus (Flinders), MCom (NSW) Michael has worked in financial services and investment management for over 10 years and has experience in covering a wide range of products in both mainstream and alternative asset classes. He joined Select in 2004 ... more..Moderator: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..
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| 3.40pm |
Panel: Using infrastructure as a defensive vs growth asset in today’s turbulent market 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..Ben SquiresBen is the Manager of Investments and Finance at NGS Super and has worked within the investment team at NGS Super for 3 ½ years. In this role, he works with the Fund’s asset consultant and Investment Counsel to formulate investment strategy and... more.. Con MichalakisAlong with the investment committee, Con is responsible for managing StatewideSupers $2 billion in funds under management. Prior to joining StatewideSuper, Con was Director of Marketing and Client services for Manhattan-based boutique investment... more..Moderator:David CharlesDavid Charles, Director of ABX brings a broad array of domestic and international, business-oriented legal experience to ABX. He has acted for some of the worlds largest and most prominent entities across four continents. Notably, David has advised ... more..
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| 4.20pm |
U-TurnWe would like you to tell us what are the biggest issues for the global institutional investor at the moment, and in U-TURN we will find the right people to provide the right answers. Get the answers you need in this highly interactive session. | ||
| 5pm |
Closing remarks by Chair
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| 5.10pm | Close of conference |
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