Asset Allocation Australia Summit agenda

Sydney, Thursday 8  March 2018

 

8.30 Registration
9.00 Opening remarks from the chair
9.10

Exploring the current investment and return environment

 
  • Understanding the impact of central bank’s policy on investment markets
  • Asset price bubbles in a low yield environment
  • Will rates in the US be lifted and how sensitive are asset classes to such a move?
  • Where do we see sources of return and opportunities?
  NAB
9.30

Panel discussion: Navigating decision making strategies and styles to achieve optimal asset allocation

 
  • Making effective decisions on portfolio allocation
  • Collaborating with your team for best outcomes
  • Overcoming challenges to achieve long-term objectives
  • Balancing In-house investment team v.s. external managersAdvice for your portfolio managers
 

Brad Holzberger, Chief Investment Officer, Qsuper

Richard Hedley, Chief Investment Officer, State Super

Ian Patrick, Chief Investment Officer, Sunsuper

Bill Watson, Chief Executive Officer, First Super

10.15 Morning Tea
10.45

How governance can help to set up a more favourable longer-term asset allocation in a sustainable way

 
  • Establishing an effective investment governance framework
  • Aligning governance models with asset allocation decision making
  • Integrating environmental, social and governance (ESG) factors into investment decisions
  • Improving long-term returns through active involvement in ESG factors
  • The impact of governance on fund performance
 

Shane McGarry, Head of Investment Advice, Myer Family Company Ltd (MFCo)

11.15

Exploring opportunities in private debt market

 
  • Understanding the drivers of increased private debt opportunities?
  • Does private debt offer higher risk adjusted returns?
  • Getting access to the right private debt deals
  • Measuring and managing the risks in private debt
  Tim Rathbun, Director Illiquid Credit,  NAB
 11.35  

Panel discussion: Incorporating risk into investment decision making

 
  • Strengthening the risk element within your investment process
  • Do you need a specialist investment risk function and staff?
  • What skills, resources and infrastructure is required?
  • Aligning portfolio risk levels with client risk profiles and tolerances
  • Analysing risk-return profiles of different asset classes
  • What is risk budgeting and where does the investment risk function add most value?
 

Ben Palmer, General Manager Investments, GESB Super

Mary Fallon, Director Investment Office, The Australian National University

Ian Hagtharp, Senior Manager, Investment Performance and Risk Analytics, NSW Treasury Corporation (TCorp)

12.10 Lunch
13.10

Measuring performance and the effectiveness of your investment decisions

 
  • Exploring methodologies for performance measurement
  • Using ongoing performance measurement to improve portfolio management
  • Measuring long term performance
  • Are peer return based league tables such as Super Ratings, Rainmaker and Chant West a source of structural risk in our super industry
 

Brad Holzberger, Chief Investment Officer, Qsuper

 13.55

Identifying US offshore investment opportunities in infrastructure

 
  • Assessing the importance of infrastructure for investment portfolios
  • Understanding the domestic limitations for infrastructure investemtns
  • Insights into the US economy and market opportunities for infrastructure
  • Managing the risk of US investments
   Speaker to be confirmed
14.15

Panel discussion: Utilising dynamic asset allocation to achieve investment expectations

 
  • Adjusting your portfolio to respond to market conditions
  • Rebalancing portfolio to achieve long-term objectives
  • Discussing evidence of success from dynamic asset allocation processes
  • Is strategic asset allocation still relevant in the current environment?
 

Ross Etherington, Chief Investment Officer, Energy Industries Superannuation Scheme

Brendan Casey, General Manager, Investments, REST Industry Super

Steven Milch, Chief Economist; Executive Manager, Investment Research and Economics, Suncorp

Tim Ridley, Investment Manager, Strategy, Cbus

15.00

Afternoon Tea

 15.30 Embracing innovation – machine learning and its application in asset allocation
 
  • Developing a in-house machine learning program
  • Using data science techniques and machine learning models
  • How does it assist investment decision making?
 

Charles Wu, General Manager Asset Allocation, State Super

16.10

Panel discussion: Adopting a diversified portfolio that suits your fund

 
  • What degree of diversification should you go?
  • Discussing diversification on multiple levels including asset classes, risk factors, managers and individual investments
  • Finding diversified investment options in a challenging market environment
  • Using diversification to construct more robust portfolios
 

Craig Turnbull, Chief Investment Officer, Local Government Super

Lorraine Berends, Independent Non-Executive Director

David O’Sullivan, Chief Investment Officer, BUSSQ

Zoe McHugh, Portfolio Manager, First State Super

 17.00 Closing remarks from the Chair
17.10 Drinks reception