10th Asset Allocation Australia Summit

Thursday 16 May 2024, Sydney CBD

The 10th Asset Allocation Australia Summit comes at a critical time in strategic portfolio management for investment professionals in Australia and abroad. Macroeconomic conditions are increasingly uncertain, with Central Banks desperately trying to curb inflation, within a context of increasing geopolitical instability and ongoing environmental and social challenges.

In the Australasian region, every fund in the country has struggled against the challenges of changing correlations, significant disruptions in capital markets, and the effects of increasing regulation and fund mergers.

These diverse and uncertain factors disrupt the processes, talent, and investment philosophies of the country’s largest asset managers. For this very reason, the summit will engage the challenges of a contemporary market head-on, through debates, panels, keynotes and audience questions.

Contact us now to join the conversation and build relationships within the key capital allocators across Australia. Email Aaron@intrepidminds.com.au or phone 0425 144 630 to discuss your sponsorship package and how to contribute to this community.

This year’s programme has been exhaustively researched and will address the key issues highlighted by top investors and allocators, including:

  • Macroeconomic Outlook: Understanding in interest rates and inflation from a macroeconomic perspective
  • Developing an impact-focused asset allocation strategy within current market conditions
  • Adopting the right asset allocation strategy for more volatile markets
  • Adapting to current volatility in fixed income assets
  • Transforming your asset allocation strategy with thoughtful investment in infrastructure assets
  • Ensuring your risk management strategy effectively protects returns
  • Refining your diversification strategy with consideration of shifting market conditions
  • Maximising both ESG outcomes and real returns in your investment strategy

Early confirmed speakers for our 2024 programme include:


Guy Debelle, Former Deputy Governor, Reserve Bank of Australia

Kylie Willment, Chief Investment Officer, Mercer

Jill Monaghan, Chief Investment Officer, Suncorp

Allison Hill, State Chief Investment Officer, QIC

Sandi Orleow, Independent Director and Investment Committee Member 

Charles Wu, Chief Investment Officer, State Super

Ed Tomlinson, Chief Investment Officer, Future Super

Mark Rider, Chief Investment Officer, Brighter Super

Alexandra Campbell, Deputy Chief Investment Officer, Cbus Super

Andrew Fisher, Head of Investment Strategy, Australian Retirement Trust

Martin Crabb, Chief Investment Officer, Shaw & Partners

Ben Kilmartin, Chair Investment Committee, Drummond Capital Partners

Dianne Sandoval, Head of Portfolio Design, HESTA

Jack Sutherland, Head of Investment Strategy, Willis Towers Watson

Brendan Casey, Senior Manager Investment Strategy Implementation, TAL

Ross Etherington, Deputy Chief Investment Officer, Coal LSL

Courtney Wilder, Head of Portfolio Design, JANA

Dinusha Peiris, Manager Responsible Investment, Suncorp


Click here for the full current agenda

Join us for this unique opportunity to shape the future of the Australian institutional market.

Don’t miss out, click here to register now.

Email: register@intrepidminds.com.au

Call: +61 2 9279 2608