Conference of Major Superannuation Funds


Inside CMSF19

Join us as we talk to CMSF’s guest speakers about the key issues driving superfunds into tomorrow.

Episode 1: Innovation in funds

Shah, Samir
Guest: Samir Shah
Global Head of Digital Advisory,
J.P. Morgan (USA)

Podcast Host: Eva Scheerlinck

In our first episode of conversations from the 2019 Conference of Major Superannuation Funds (CMSF), AIST CEO Eva Scheerlinck sits down with J.P. Morgan’s Samir Shah to discuss how funds can transform their services and enhance member experiences.

Listen to Episode 1 now
Duration: 14:17 mins

Episode 2: Getting culture right

Shundrawn Thomas
Guest: Shundrawn a. Thomas
Northern Trust Asset Management (USA)

Podcast Host: Eva Scheerlinck

Northern Trust President, Shundrawn Thomas was at CMSF to talk on one of the key themes for the conference: culture. More specifically, how do you drive a successful culture? Shundrawn chats with AIST CEO, Eva Scheerlinck about one of this year’s biggest topics in Australia’s financial system.

Listen to Episode 2 now
Duration: 11:29 mins

Episode 3: Global and Australian markets outlook

Auld, Dr Sally
Guest: Dr Sally Auld
Chief Economist and the Head of Fixed Income
and FX Strategy for Australia and NZ
J.P. Morgan

Podcast Host: Jeff Wallins
Education & Training Consultant, AIST

Dr Sally Auld sits down with AIST Education and Training Coordinator Jeff Wallens to chat all things markets and trade: Key influences on Australian markets; Geopolitics from Brexit to China trade moves; and how close are we to a recession?

Listen to Episode 3 now
Duration: 17:23 mins

Episode 4: Artificial intelligence, robotics and the future of work

Walsh, Toby
Guest: Toby Walsh
Professor of Artificial Intelligence,
University of New South Wales

Podcast Host: Jeff Wallins
Education & Training Consultant, AIST

There is a lot of hype surrounding AI, so to help us dispel some of the misinformation, we talk with AI expert Toby Walsh to get an understanding of how AI will be shaping superannuation into the future.

Listen to Episode 4 now
Duration: 15:15 mins

Episode 5: Retirement, it's all about the members

Utkus, Steve
Guest: Steve Utkus
Principal, Centre for Investor Research, Vanguard (USA)

Podcast Host: Ailsa Goodwin
Head of Advocacy, AIST

Historically, super funds have focussed their services on the accumulation phase, but there is a big need for the industry to put more thought into what they offer members who are in the retirement phase. Vanguard’s Steve Utkus sits down with AIST Head of Advocacy, Ailsa Goodwin to talk about the challenges of the retirement phase for funds.

Listen to Episode 5 now
Duration: 11:13 mins

Episode 6: Workers capital, it's all about the members

Beeferman, Larry
Guest: Larry Beeferman
Fellow, Labor and Worklife Program, Harvard Law School (USA)

Podcast Host: Jeff Wallens
Education & Training Consultant, AIST

Fresh off the stage at CMSF 2019, Larry Beeferman sits down with AIST’s Jeff Wallens to give his take on trust law in Australia. He has one simple message for trustees: listen to members to help guide you.

Listen to Episode 6 now
Duration: 15:32 mins

Episode 7: Climate investing

Kumar, Rakhi
Guest: Rakhi Kumar
Senior managing director – Head of ESG Investments and Asset Stewardship,
State Street

Podcast Host: Tim Ironside
Education Manager, AIST

The clear, undeniable impacts of climate change is forcing investors to consider the economic impacts of climate change within their portfolios. State Street’s head of ESG Investments, Rakhi Kumar, takes us through the three pillars of developing strategy for managing climate risk.

Listen to Episode 7 now
Duration: 10:06 mins

Episode 8: Social procurement briefing

Olivia Cozzolino
Guest: Olivia Cozzolino
Principal, Growth Services, Social Traders

Podcast Host: Dianne Abbley
Education & Training Consultant, AIST

There are many different kinds of social enterprises, but what unites them is their goal to fulfil a social purpose. Social Trader’s Principal for Growth Services, Olivia Cozzolino, provides a look into the new opportunities that are springing up from social procurement, and the businesses that are pushing the boundaries of what is possible in this space. .

Listen to Episode 8 now
Duration: 13:47 mins



Episode 9: Global equities, where can you get your alpha

Katie Stafford
Guest: Katie Stafford (CFA)
CFA, Client portfolio manager, Schroders

Podcast Host: Tim Ironside
Education Manager, AIST

Europe leads the world in ESG investment practices, but where does Australia sit? Katie Stafford spoke to us about the challenges and opportunities within the ESG space and gave her thoughts on how Australia stacks up in this area.

Listen to Episode 9 now
Duration: 14:42 mins