The 4th Annual Australia Sydney Institutional Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum brings together fund leadership teams, investment officers, board members, trustees and their consultants representing Australia’s institutional investment community.
The agenda is developed through extensive travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees across superannuation funds, endowments, foundations, insurance companies, healthcare plans, and investment consultants.
SPEAKERS
Matthieu Durin Chief Investment Officer Allianz Australia
Mark Rider Chief Investment Officer Brighter Super
John Lucey Chief Investment Officer Resolution Life Australasia
Seamus Collins Chief Investment Officer Mine Super
Ross Etherington Chief Investment Officer EISS Super
Damian Lillicrap Head of QSuper Portfolios Investment Strategy Australian Retirement Trust
Michael Mi Head of Portfolio Construction and Quantitative Research NGS Super
Alexis Cheang Head of Investment Stewardship TCorp
Richard Garland Head of Portfolio Management QIC
Marina Pasika Head of Private Equity Rest
Rory Lonergan Chief Investment Officer – Infrastructure & Alternatives Clean Energy Finance Corporation
Rob Hogg Head of Fixed Interest & Macro Research UniSuper
Jill Monaghan Executive General Manager - Chief Investment Officer Suncorp Group
William Scott Head of Real Assets Commonwealth Superannuation Corporation
Monica Ryu Senior Investment Director, Infrastructure AustralianSuper
Belinda Cheung Senior Investment Analyst, Investment Strategy Aware Super
Anjana Moran Portfolio Manager - Property Aware Super
Andrew Woo Senior Portfolio Analyst, Public Markets Australian Retirement Trust
Marcus De Kock Alternatives Investment Director Mercer Australia
Jeffrey Su Manager, ESG Investing and Engagement QBE Insurance Group
Leslie Mao Director, Investments WTW
Geoff Warren Investment Advisory Group Member The Salvation Army Australia (Foundation)
Dr Isaac Poole Global Chief Investment Officer Oreana Financial Services
Shrabastee Mallik Senior Consultant Frontier Advisors
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
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Key Discussion Topics
ASSET ALLOCATION AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT TWELVE MONTHS
The panelists will look at the overall picture and provides context for the rest of the sessions during the event.
FIXED INCOME: SOURCING LIQUIDITY AMID VOLATILITY
This session will look at how ETFs and bonds traded during these period and how the fixed income market is fairing a world of rising interest rates and non-transitory inflation.
PRIVATE CREDIT AMID GLOBAL RATE HIKES
Global economic outlook and implications for private credit
GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS
In an environment marked by rapid market swings that saw the devastation of growth stocks, this panel will reflect on what we have learned in challenging times and how investors should position themselves moving forward.
ESG NOW AND THEN: RECENT TRENDS IN ESG IMPLEMENTATION AND LONG-TERM STRATEGIES
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS
As allocations from investors continue to rise into alternative investments such as private credits, the session addresses the best ways to access these markets.
EVALUATING REAL ESTATE INVESTMENT TRENDS
Investors’ challenges lay in the sheer breadth of investment opportunities now available, as well as the inherent complexities surrounding asset allocation, market timing and risk management.
REAL ASSETS - INVESTMENTS IN ENERGY AND INFRASTRUCTURE
As investors looking to align portfolios to global megatrends, this panel will discuss the opportunities that the global energy transition might provide for savvy investors.
CHIEF INVESTMENT OFFICER LEADERSHIP SESSION
Chief Investment Officers will focus on the key investment and management issues facing their funds and their responsibilities to their clients.
REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: By sponsorship only (Exclusive to a maximum of 10 sponsors per program).
PRICING
| Early Bird I | 1,500 USD | 11/24/23 |
| Early Bird II | 1,900 USD | 12/27/23 |
| Pre-Event Registration I | 2,200 USD | 01/24/24 |
| Pre-Event Registration II | 2,600 USD | 02/21/24 |
| Event Registration | 3,000 USD | 03/12/24 |
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