Asset Allocation Australia Summit agenda

L’Aqua, Sydney, Thursday 9 March 2017


8.30 Registration
9.00 Opening remarks from the chair

Economic landscape – underlying factors driving the current markets and asset classes

  • Discussing the low interest rate environment and trends for future
  • Where is inflation going?
  • Challenges and opportunities in a low-return world
  • Perspectives and expectations for main asset classes
  Brian Redican, Chief Economist, NSW Treasury Corporation

Strategic priorities for superannuation funds

  • What challenges are superannuation funds facing?
  • Meeting the retirement outcome challenge
  • The two great investment challenges
  • Practical perspectives on managing investment versus peer group risk

David Bell, Chief Investment Officer, Mine Wealth + Wellbeing

10.30 Morning Tea
11.00 Every basis point counts

Challenged simultaneously by reduced investment yields and increasing transaction costs, how do Australia’s investors position their investment portfolios and maintain adequate investment returns? For an environment where every basis point counts, NAB’s Head of Institutional Solutions will talk through:

  • Macro overview and rates forecast
  • Derivative solutions for enhanced yield
  • Reducing the costs of collateral requirements
  • Asset allocation in a low yield environment
  • Private Debt and Infrastructure co-investment opportunities
   James McClenaghan, Head of Institutional Solutions, National Australia Bank

Panel discussion: Using risk management strategies to customise your investments

  • Exploring risk and return characteristics of major asset classes
  • Defining your level of risk tolerance
  • Examining the risk-return tradeoff
  • Responding to changing risk profiles
  • Exploring the risk parity approach as a leverage investment strategy
   Sammy Ebstein, Chief Investment Officer, Zurich Financial Services Australia

Graeme Bibby, Chief Investment Officer, Mutual Trust

Charles Wu, Head of Asset Allocation & Risk, State Super

John Peterson, lliquids Portfolio Manager, Local Government Super

12.25 Lunch

Panel discussion: Making effective portfolio allocation decisions

  • Working collaboratively with the team to get the best outcomes
  • Managing both up and down and getting delegations right
  • Responding to volatility and rapid changes in market conditions
  • Tolerating short term volatility and investing to achieve long-term objectives
  • Exploring new strategies for accessing future investments and potential future directions

Ian Patrick, Chief Investment Officer, Sunsuper

Ross Etherington, Chief Investment Officer, Energy Industries Superannuation Scheme

Craig Turnbull, Chief Investment Officer, Local Government Super

Brendan Casey, General Manager Investments, REST Industry Super


Panel discussion: Assessing Risks and Opportunities in Offshore Markets

  • Which markets are investors looking at to achieve returns in today’s markets?
  • Which asset classes should investors consider in these markets
  • Identifying the risks and challenges
  • Getting the right offshore managers to support your investment objectives

Mary McLaughlin, Chief Investment Officer, Meat Industry Employees’ Superannuation Fund

Damian Lillicrap, Head of Investment Strategy, Qsuper

Gregg Buksbaum, Chair, Global Private Investment Funds Practice, Squire Patton Boggs


Afternoon Tea

 15.30  Case study: Allocating to alternative assets
  • Do alternative investments fit your portfolio?
  • What skills or fund characteristics are prerequisites to investing in alternative assets?
  • When is the right time to buy alternative assets?
  • What are the alternative portfolios for investors besides the traditional portfolio?
  • How do you measure success of an alternative portfolio?

Andrew Fisher, Portfolio Manager, Sunsuper


Panel discussion: Exploring opportunities and challenges of Illiquid investments in a world of low prospective returns

  • Role of Illiquid investments in a diversified portfolio
  • How do different investors think about alternative investments?
  • Defining success in alternative investments
  • Valuation lags and member equity
  • Opportunities in illiquid assets
  • Looking into emerging markets
  • Accessing Real Assets directly or through Funds

David O’Sullivan, Chief Investment Officer, BUSSQ

Richard Hedley, Chief Investment Officer, State Super

Greg Clark, Head of Growth Assets, QBE Insurance

Justin Ginnivan, Investment Manager, Infrastructure and Timberlands, Future Fund

Sandra Lee, Manager Private Markets, UniSuper

 17.00 Closing remarks from the Chair
17.10 Drinks reception