AAA Summit 2020 draft agenda

Asset Allocation Australia  Summit 2020

Draft agenda

5 March 2020, Dockside, Sydney

  1. Navigating the economic landscape – key drivers of global recession
  • Analysing the drivers that cause uncertainty to the global economy
  • Cutting interest rates by central banks
  • Navigating geopolitical risks including US-China trade tensions, Brexit and downturns in Europe
  • How is Australia affected by these drivers?

 

  1. Panel discussion: Exploring strategies to achieve return objectives in a low-yield environment
  • What does the low interest rate mean across asset classes?
  • Discussing the high prices for bonds and equities and its impact on portfolios
  • Exploring strategies to achieve desired rates of return in a low return environment
  • How does the current market condition impact your decision making?
  • Tolerating increased volatility to achieve long-term returns

 

Ian Patrick, Chief Investment Officer, Sunsuper

Gary Gabriel, Chief Investment Officer, State Super

Craig Turnbull, Chief Investment Officer, Local Government Super

Ross Etherington, Chief Investment Officer, Energy Industries Superannuation Scheme

 

  1. Qsuper’s Investment Philosophy: Using alternative approaches to asset allocation
  • Focusing on member outcomes in investment decision making
  • Taking a long-term view and achieving CPI plus returns to benefit members
  • Investing in long-term bonds and infrastructure to tolerate volatility
  • Selecting and monitoring investment managers

 

Damian Lillicrap, Head of Investment Strategy, Qsuper

 

  1. Panel discussion: Is active management dead?
  • Comparing active management versus passive investing
  • The negative impact of high fees in active investing
  • Using a bottom up strategy to construct your portfolio
  • Analysing the role of active management in volatile and downward trending markets

 

Anthony Michael, Chief Investment Officer, Allianz Insurance

Lucy Thomas, Head of Investment Stewardship, NSW Treasury Corporation

Brendan Casey, Former General Manager, Investments, REST Industry Super

Norman Zhang, Chief Investment Officer, Media Super

 

  1. Adding emerging markets growth to your portfolio
  • Discussing the potential for growth in emerging markets
  • Finding the right emerging markets investment at the right time
  • Analysing emerging markets’ own set of risks
  • Exploring the differences between listed and unlisted assets in emerging markets

 

Cindy Ponder, Investment Manager, Market Strategist, HESTA

 

  1. Panel discussion: Building a more defensive portfolio
  • Adopting defensive investment strategies to minimise loss of capital
  • What are the defensive assets to consider?
  • Exploring ways to add targeted defensive exposures to your portfolio
  • Exploring the relevant risk protection strategies in the fear of global economic slowdown
  • Where are the opportunities given the current market landscape?

 

Michael Winchester, Head of Investment Strategy, First State Super

Shaun O’Malley, General Manager, Investments, MTAA Super

Mary Fallon, Director Investment Office, Australian National University

 

  1. Designing a new total portfolio approach to investment
  • Embedding stewardship in total portfolio approach
  • Building ESG into risk management
  • Discussing tools and processes

 

Lucy Thomas, Head of Investment Stewardship, NSW Treasury Corporation

 

  1. Panel discussion: Measuring performance and managing member expectations
  • Using performance measurement to improve portfolio management
  • Undertaking clear communication with members to raise awareness of low expected returns
  • Dealing with increased attention of comparing super industry’s performance between peers
  • Remaining competitive and looking after the best interests of members
  • Measuring long-term performance

 

Dan East, Chief Investment Officer, Future Super

 

  1. Exploring opportunities and challenges in alternative assets
  • Adding value to your portfolios by investing in alternative assets opportunities
  • Are alternative assets fully valued?
  • Finding quality assets at a reasonable price
  • Comparing listed and unlisted assets
  • Managing the long-term risks of alternative assets

 

  1. Shaping investment process of the future – a Future Fund strategy
  • Using a total portfolio approach (TPA) to asset allocation
  • Embedding top-down views and bottom up opportunities in your investment process
  • Empowering your investment team to make decisions
  • Seeking opportunities in the challenging new world
  • Exceeding long-term investment objectives

 

  1. Defining the right level of diversification that suits your portfolio
  • Finding diversified options among different asset classes
  • Diversifying among investment styles to reduce risks
  • What degree of diversification should you go?
  • Finding new and emerging asset classes in a challenging market environment