Conference of Major Superannuation Funds

Presentations

Feel free to download our collection of presentations from the 2015 CMSF below.

- Wednesday Presentations
- Thursday Presentations
- Friday Presentations

Please note: not all presentations are available due to owner discretion

Remember, you can still watch all of the plenary and forum sessions on demand on our AIST Events You Tube page.


DAY 1 - WEDNESDAY 18 March 2015

Available SessionsSpeakerDownload PDF

FUND INVESTING: THE WISDOM OF CROWDS

What role could an online social network play in helping individuals make investment decisions?

Tony Nejasmic, Division Director, Macquarie

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Andrew Ward, Founder and Managing Director, SelfWealth Ltd

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WORKSHOP: PRI AUSTRALIA

Interested in where Australia sits compared to other countries when it comes to ESG integration?

Fiona Reynolds, FAIST, Managing Director, PRI

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FORUM 1: SUPERANNUATION IN 2025

The world we are planning for today, will be very different in ten years’ time.

Guy McKanna, Head of Corporate Affairs, BNP Paribas, Australia & New Zealand

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DAY 2 - THURSDAY 19 March 2015

Available SessionsSpeakerDownload PDF

MEMBER EXPERIENCE: THE INFORMATION PATHWAY – SUNSUPER’S INFORMATION EVOLUTION

The importance of adopting an information strategy is well-recognised, but the hard part is the execution and assessment of the strategy.

 

Kirill Eremenko, Data Scientist, Sunsuper

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FUND INVESTING: GLOBAL EQUITY TRENDS

As Australian superannuation funds exhaust their allocation in local equities, what are the opportunities in the global market and how can funds maximise their potential?

Laurence Irlicht, Investment Director, IFM Investors

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Aidan Puddy, Global Head of Indexed Equities, IFM Investors

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Niall Quinn, Managing Director & President, Eaton Vance Management (International) Ltd (UK) 

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MEMBER SERVICES: ADVICE – THE BEST SOLUTIONS FOR MEMBERS

The advice landscape is changing rapidly and getting the right solution for members can be challenging. Advice is by nature a personal matter and the traditional face-to-face delivery is not necessarily the most viable or effective channel for all members.

Bill Danaher, Chief Executive Officer, Industry Fund Services

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Damian Millin, Head of Product and Proposition, FNZ

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Dr Johann Ponnampalam, Principal Consultant, Forethought

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FORUM 6: THE ANATOMY OF A HACK

Imagine your fund being the target of an online attack that was so severe it could no longer operate. Distribute IT went into meltdown after a hacker infiltrated their systems – the result was so devastating that the company was ultimately sent into liquidation.

Carl Woerndle, Cyber Security Advisor, Deloitte Touche Tohmatsu

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MEMBER EXPERIENCE: CHANNEL MARKETING: WHICH ONE REIGNS SUPREME

Which communication channels work best for acquisition and retention? In late 2013, Australia Post set out to canvass the beliefs held by more than 300 Australian marketers into which channels are preferred by their consumers. The results have been compared and contrasted with the views of consumers.

Jodie Sangster, Chief Executive Officer, ADMA (Association for data-driven marketing & advertising)

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MEMBER EXPERIENCE: BUILDING A BRAND ON TECHNOLOGY

Technology is providing new opportunities to transform brands by creating customer experiences that can surprise and delight. Harnessing the use of technology can separate brands in a homogenous market.

Rebecca James, Chief Marketing Officer, ME Bank

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FUND INVESTING: FIVE TRENDS RESHAPING THE PENSION INDUSTRY

Pension funds are restructuring for a new investment climate. They are becoming more hands on in the way they manage their investment portfolios. This proactive approach extends to all aspects of their operations and governance.

Daniel Cheever, Head of Superannuation, State Street

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WORKSHOP: TAX ROUNDTABLE – TAX TRANSPARENCY ISSUES FOR SUPER FUNDS

International tax arrangements are being updated by the OECD, G20 and individual countries to keep up with modern business practices, and to ensure governments get their fair share of tax. The public debate about a possible “Google tax” and profit shifting has made the front pages.

Grant Wardell-Johnson, Head of Australian Tax Centre, KPMG

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MEMBER SERVICES: BEYOND CUSTOMER DEMOGRAPHICS

Most super funds are already segmenting their member base with simple demographics, but have they considered using motivational design to develop a highly sophisticated engagement strategy based on a members’ persona?

Kelly Owens, Partner - Management Consulting, KPMG

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FUND LEADERSHIP: TO MERGE OR NOT TO MERGE?

Scale, sustainability and the best interests of members are all questions that need to be considered in the context of whether a fund should merge.

Cath Bowtell, Director, Industry Fund Services

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DAY 3 - FRIDAY 20 March 2014

Available SessionsSpeakerDownload PDF

FUND INVESTING: UNDERSTANDING HIDDEN COSTS TO IMPROVE MEMBER RETURNS

For too long, funds have focused only on the costs that are disclosed to members, however these are a fraction of the costs that eat away at member returns.

Raewyn Williams, Director of Research and After-Tax Solutions, Parametric

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WORKSHOP: POST RETIREMENT RESEARCH ROUNDTABLE

The Financial System Inquiry has put the post-retirement challenge firmly in the spotlight.

Professor Deborah Ralston, Executive Director, Australian Centre for Financial Studies

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MEMBER SERVICES: A NEW ‘ROAD-MAP’ FOR BEST PRACTICE IN MENTAL HEALTH CLAIMS

SuperFriend is developing a best-practice framework for the management of psychological claims, specifically for the Group Life insurance sector.

 

Lucy Taylor, Partner Relationship Manager, SuperFriend

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SUPER TED: FOUR SPEAKERS TALK FAST ON THREE HOT TOPICS

Around the world TED speakers are known as some of the most engaging speakers, thinkers, doers and thought-generators. In this session four speakers will present rapid-fire 15 minute TED presentations on the key areas of fund operation.

 

Dr Stefan Hajkowicz, Principal Scientist - Strategy & Foresight, CSIRO

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Marianne Harvey, Creative Director, Clemenger BBDO 

Cristian Staal, Creative Director, Clemenger BBDO

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Sandy McDonald, Director, Get It Right Online; Founder, Why You Must Blog

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GENDER DIVERSITY – WHEN WOMEN THRIVE BUSINESSES THRIVE

Despite overwhelming evidence that engaged female talent is a key driver of competitive advantage, workplace diversity remains a challenge.

Renee McGowan, Partner, Customer Service & Advice Leader - Pacific, Mercer

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