ASI 2019

9:00am to 9:20am
SpeakerEva Scheerlinck, Chief Executive Officer, AIST
9:20am to 10:15am

No bull market lasts forever, and time appears to be running out on the decade-long economic expansion. With the local ASX and global share market hitting record highs, is it time to put on the bear suit? Our expert panel will provide their views on how long the good times can continue or whether a downturn is around the corner.

PanelGerard Minack, Managing Director, Minack Advisors Diana Mousina, Senior Economist, AMP Capital Ron Temple, Managing Director, Head of US Equities, Co-Head of Multi-Asset Investing, Lazard Asset Management LLC (USA) FacilitatorAlex Joiner, Chief Economist, IFM Investors
10:15am to 10:35am
Proudly supported by our Premium Partner:
10:35am to 11:35am

Amid an often-volatile market, infrastructure investing has proven to be an attractive option for long-horizon investors. From regulatory issues through to finding the right projects for your pipeline, this session will explore the opportunities that exist for your fund to increase your infrastructure allocation.

This session includes the presentation of the Investment Rising Star Award - proudly supported by our Premium Partner: Hermes Investment Management.

SpeakersMarigold Look, Investment Director, Infrastructure, IFM Investors Dr Dan Norton, Director, Trinitas Pty Ltd John Perry, Coordinator-General, Office of the Tasmanian Coordinator-General ChairGerard Noonan, Director, The New Daily; Member, AIST Policy Committee
11:35am to 12:45pm

This session will provide an update from ASIC on key regulatory developments including the requirements set out for the disclosure of fees and costs for superannuation.

SpeakersDanielle Press, Commissioner, ASIC ChairEva Scheerlinck, Chief Executive Officer, AIST
With investors calling for more guidance on how they can incorporate ESG into investment decision-making, our speakers will outline key steps in the decision-making process and explore how applying an ESG lens can improve risk-adjusted returns.SpeakersKarla Harman, Principal Consultant, Frontier Advisors Natasha McKean, Specialist ESG Analyst, Maple-Brown Abbott ChairBrendan Casey, General Manager Investments, Rest
With a focus on helping funds prepare for and manage liquidity during AUD fluctuations, this session will drill down on the many facets of currency risk management in your portfolio.SpeakersJoseph Hoffman, Chief Executive Officer, Currency Management, Mesirow Financial (USA) Adam Kibble, Investment Specialist, Insight Investment ChairMark Williams, Head of Investments, Tasplan
Providing an update on institutional trends in the investment back-office and asset servicing teams, learn more about the nature of contemporary service partnerships, evolving roles in the investment lifecycle, efficiency and the key themes shaping the sector’s future.PanelBryan Gray, Head of Australia Platform Sales, Securities Services, Australia & New Zealand, J.P. Morgan Sally Surgeon, Senior Vice President, Head of Client Services (Australia and New Zealand) and Head of Sydney Office, Northern Trust Asset Servicing FacilitatorRobert Brown, Chief Executive Officer, Australian Custodial Services Association
12:40pm to 2:10pm
Proudly supported by our Event Partner:
2:15pm to 3:05pm

Amid the bank credit squeeze on small and medium enterprises, opportunities have developed for institutional investors to fill the gap.
Our panel will discuss the opportunities for attractive risk-adjusted returns in the private debt market, as well as potential pitfalls.

PanelCraig Dandurand, Head of Debt, Future Fund Lillian Nunez, Investment Director, Debt Investments, IFM Investors ChairRoss Etherington, Chief Investment Officer, EISS Super

With modern slavery emerging as one of the hottest ESG issues, investors and super funds are increasingly facing questions about the labour practices of their business supply chains.
Our panel will highlight the key human rights responsibilities and frameworks that investors need to be across on modern slavery – both as investees in reporting organisations and possible reporters themselves.

PanelMåns Carlsson-Sweeny, Head of ESG Research, Ausbil Investment Management Limited Alexander Coward, Modern Slavery Business Engagement Unit, Department of Home Affairs Sandra Silea, Analyst, ESG and Stewardship, AustralianSuper ChairIan McIlwraith, Governance and Engagement Analyst, ACSI
With relevant case studies, this session will examine how your fund can take advantage of the latest data and technology solutions to help facilitate stronger investment strategies.SpeakersJane Dauparas, Product – Data Management, Securities Services, Australia and New Zealand, J.P. Morgan Peta Stevenson, Manager, Investment Data and Analytics, Cbus Felicia Trewin, Group Executive, Technology Services, AustralianSuper ChairSofie Sullivan, Senior Relationship Manager, Platform Sales, Securities Services, Australia and New Zealand, J.P. Morgan
With APRA having just released new guidelines on the remuneration of staff in banks, insurance and super funds, join us for this timely session on remuneration. Hear from Professor Elizabeth Sheedy of the Macquarie Applied Finance Centre Sheedy on why she thinks bonuses are ineffective.SpeakerElizabeth Sheedy, Professor, Macquarie Applied Finance Centre ChairEva Scheerlinck, Chief Executive Officer, AIST
3:05pm to 3:30pm
Proudly supported by our Premium Partner:
3:30pm to 4:20pm
With a range of new factors playing a significant role in shaping the global and domestic equity markets, our speakers will unpack what funds need to know about portfolio construction.SpeakersCatherine Allfrey, Principal and Portfolio Manager, WaveStone Capital Clare Armstrong, Senior Investment Specialist, Fidante Leigh Gavin, Chief Investment Officer, LUCRF Super ChairKarla Harman, Principal Consultant, Frontier Advisors
This session will provide insights into the growth in multi-family housing investments in the US, including the demographics associated with millennials and middle-income households. Additionally, we’ll explore what stakeholders need to know in order to get great returns out of their commercial investments.SpeakersTanya Lambert, Asset Manager, AXA Investment Managers, Real Assets James Martha, Managing Director, Head of Housing Sector, Real Estate, Americas, Nuveen ChairJocelyn Furlan, Director, First State Super
4:25pm to 5:15pm
With consolidation set to continue across the super industry, this session will provide an overview of the key investment and implementation issues to be considered in any proposed merger.SpeakersDavid Coogan, Partner, PwC Michael Dundon, Chief Executive Officer, VicSuper Naomi Edwards, Trustee Director, Independent Chair, Tasplan; AIST Board Member ChairKen Marshman, Chairman of Board and Independent Director, REST
5:30pm to 6:30pm
Proudly supported by our Major Events Partner:
8:10am - 8:55am
This is an exclusive CIO only session for AIST Member CIOs.
9:00am - 10:00am
Despite solid returns from Australian property since the financial crisis, warning bells have begun to chime. Exploring the US, European and Asian markets, this session will highlight why investors should be looking internationally to achieve steady cash flows.SpeakersAnn Cole, Global Head of Real Estate Client Strategy, J.P. Morgan Asset Management (US) Tony McCormack, Chief Executive Officer, International Property Funds Management Chiang Ling Ng, CEO and CIO, M&G Real Estate, Asia (SG) ChairAli Moore, Journalist and Broadcaster
10:00am - 10:30am
Proudly supported by our Premium Partner:
10:30am - 11:25am

The business case for gender diversity is now well documented: when women are at the table – and better yet, in leadership positions – companies perform better. Yet despite this, gender inequality stubbornly exists, notably in investment teams. How do we change this? And how do we respond to the growing demand for more women in investment roles?

SpeakersYolanda Beattie, Director, Yo&Co Jen Driscoll, Chief Executive Officer, AllianceBernstein Kristian Fok, Chief Investment Officer, Cbus ChairAli Moore, Journalist and Broadcaster
Hear from EM experts as they provide an overview on what’s hot and what to avoid in the ever-evolving emerging market space.SpeakersGreg Clerk, Deputy Chief Investment Officer, Hostplus César Cuervo, Director of Research, Sura Asset Management (CO) Richard Mulligan, Chief Executive Officer, King Irving Funds Management ChairLinda Vickers, Chief Executive Officer, BUSSQ Building Super
11:30am - 12:40pm
In this session we’ll hear about the emerging trends facing asset owners globally with a focus on two case studies from an international Sovereign Wealth fund and a large Australian government investor who are leading the charge on innovation in investing.SpeakersScott Bennett, Head of Quantitative Research & Client Solutions, ANZ, Northern Trust Asset Management Tanya Branwhite, Head of Portfolio Construction, NSW Treasury Corporation (TCorp) Rishab Sethi, Portfolio Manager, External Investments and Partnerships, New Zealand Superannuation Fund (NZ) ChairAndrew Boal, Chief Executive Officer, Rice Warner
Understand how asset owners and managers are incorporating the UN’s Sustainable Development Goals across the spectrum of asset classes. Our speakers will highlight the challenges and practical issues faced by investment teams when trying to implement these goals.SpeakersMary Delahunty, Head of Impact, HESTA Louise Dudley, CFA, Portfolio Manager, Hermes Investment Management (UK) Kristian Fok, Chief Investment Officer, Cbus ChairSkye King, Manager, Investment Governance & Legal, NGS Super
12:40pm - 1:35pm
Proudly supported by our Premium Partner:
1:35pm - 2:35pm
The simmering US and China trade war poses a significant risk to the global economy and is a key driver of uncertainty across investment markets. Our speakers will discuss the evolving US-China trade relationship and how this could impact on super fund investment strategies.SpeakersDr Stephen Kirchner, Program Director, Trade and Investment, United States Studies Centre, University of Sydney Louisa Lo, CFA, Head of Great China Equities, Schroders ChairAli Moore, Journalist and Broadcaster
2:35pm - 3:35pm
Finding the best opportunities for an active asset allocation approach can be a challenging exercise. Should return targets be the paramount objective, or is avoiding significant variability of outcomes at the expense of returns the right course of action? Exploring this perennial question, our panel will share insights into how they apply different strategies in asset allocation and achieve return objectives.PanelDaniel H Gerard, Head of Investment and Risk Advisory, State Street Associates (SG) Emma James, Manager - Investment Risk & Analytics, Funds SA Raewyn Williams, Managing Director, Research - Australasia, Parametric ChairAli Moore, Journalist and Broadcaster
3:35pm - 4:00pm
Proudly supported by our Premium Partner:
4:00pm - 5:00pm
Bringing together chairs of Investment Committees, this session will examine how effective committees can lead to better outcomes for members.PanelJo Dawson, Independent Director and Chair of Investment Committee, Vision Super Michelle Gardiner, Trustee Director and Chair of Investment Committee, CareSuper FacilitatorDr Michael E Drew, Director, Drew, Walk & Co., Professor, Griffith University
There is evidence to suggest that female-owned companies generate more profit, yet only 2% of venture capital funds are deployed to women. This session will discuss the emerging area of gender lens investing and whether there is a role for super funds to adopt this approach.PanelAndrew Major, General Manager, Unlisted Assets, HESTA Xing Zhang, Fund Manager, Acorn Capital FacilitatorAriane Barker, Chief Executive Officer, Scale Investors
With most funds holding minimum amounts in fixed income, the question begs to be asked: does FI hold value in your portfolio? Our speakers will explore whether this asset class’ defensive nature can still play an anchoring role in a diversified portfolio in a low interest environment.SpeakersTom Frederick, Principal Consultant, Frontier Advisors Skye Masters, Head of Fixed Income Research, NAB ChairGabrielle Munzer, Senior Institutional Business Development Manager, Challenger Investment Partners
6:30pm - 10:00pm
Proudly supported by our Premium Partner:
9:00am - 9:55am

As we enter the 10th successive year of positive returns for super funds, it’s worth considering the period that preceded it – the Global Financial Crisis.
If another GFC is around the corner, is there anything funds can do to prepare and if so, at what cost to member returns?

SpeakersPaul Bouchey, Chief Investment Officer, Parametric (USA) Jan Sytze Mosselaar, CFA, Director, Portfolio Manager, Robeco (NL) Charles Wu, Deputy Chief Investment Officer & GM Defined Contribution Investments, State Super (SAS Trustee Corporation) ChairClaire Keating, Trustee Director, CareSuper & State Super
The last few years has seen a massive boom in private equity investing but what does the future look like? With geopolitical and economic concerns on the rise, where are the best opportunities and should funds change their approach?SpeakersTania Freeman, Senior Consultant, Jana Marcus Simpson, Head of Global Private Capital, QIC ChairPaul Faure, Partner, Holding Redlich
9:55am - 10:15am
Proudly supported by our Premium Partner:
10:15am - 11:10am

With a lowering of interest rates, retirees are increasingly considering riskier investments as the hunt for returns intensifies.
Exploring some of the innovative solutions that funds are pursuing to address members’ retirement savings, this session will highlight product strategies to help retirees manage their super.

SpeakersJacki Ellis, CFA, Portfolio Manager, Retirement Strategy, First State Super Paul Watson, Group Executive, Member Experience, Hostplus ChairCate Wood, Director, ISPT

AIST’s Guidance Note on Operational Due Diligence (ODD) has received widespread industry acceptance, and it’s time to review it and work to further lift ODD standards.
This session will cover the recommendations in AIST’s recent ODD survey and provide fresh local and global perspectives on fulfilling ODD requirements in a way that serve members’ interests.
Get the inside word on how funds can develop their own impact investing strategy framework and carve out a distinct competitive advantage.

SpeakersLauri Martin Haas, Managing Director and Founder, PRISM LLC Craig Roodt, Director, Investment and Wealth Advisory, Deloitte ChairDavid Haynes, Senior Policy Manager, AIST

In an era of prolonged low interest rates, traditionally safe income-generating assets such as traditional bonds are being overlooked in favour of asset classes that offer greater diversity and better prospective returns, such as alternatives.
As funds begin to weigh traditional strategies against alternative ones, this session will consider where alternatives will take the industry in coming years, focusing on liquid alternatives strategies.

SpeakerMichael Blayney, Head of Multi-Asset, Pendal ChairNorman Zhang, CFA, General Manager - Investments, Media Super
11:15am - 12:10pm
Climate change is now widely recognised as a significant financial risk for business and investors, and regulators are calling for financial institutions to do more. Against this backdrop of heightened urgency, this session brings together leading experts to unpack current and future trends in climate change investing.PanelJoanna Chang, Investment Risk Specialist, APRA Erwin Jackson, Director, Policy, Investor Group on Climate Change Sam Sicilia, Chief Investment Officer, Hostplus FacilitatorRishab Sethi, Portfolio Manager, External Investments and Partnerships, New Zealand Superannuation Fund (NZ)
12:10pm - 12:15pm
SpeakerCatherine Bolger, Trustee Director, State Super (SAS Trustee Corporation); President, AIST
12:15pm - 12:30pm
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