The Annual Australia 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 80+ fund leadership teams, investment officers, board members, trustees and their consultants representing Australia’s institutional investment community.
The agenda was developed through extensive local 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.
Mike Frith Chief Economist and Chair of Investment Committee New Zealand Superannuation Fund
Tammi Fisher Director of Private Equity Future Fund
Liza McDonald Head of Responsible Investment First State Super
Kate Farrar Chief Executive Officer LGIAsuper
Lou Capparelli Senior Manager, Sustainable Portfolios & Governance UniSuper
Rory Lonergan Head of Infrastructure, Executive Director Clean Energy Finance Corporation
Cindy Ponder Investment Manager, Market Strategist HESTA
Mark Rider Chief Investment Officer Christian Super
Thadeus McCrindle Chief Investment Officer Sandhurst Trustees
Leslie Mao Director, Investments Willis Towers Watson
John Coombe Principal Consultant JANA Investment Advisers
Jo Murphy Managing Director Asia Pacific Chartered Alternative Investment Analyst (CAIA) Association
Andrew Vallner Chief Executive CPG Advisory
Lincoln Smith Partner Albourne Partners
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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.
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.
FIXED INCOME: REALISTIC EXPECTATIONS AND WAYS TO ENHANCE RETURNS
This session will look at specific and general conditions for the debt markets, including addressing the best strategies to identify underlying opportunities.
GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
EMERGING MARKETS: PUBLIC AND PRIVATE INVESTMENTS CONTINUE TO EVOLVE
Emerging market countries remain drivers of global growth and are expected to deliver higher relative returns.
HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
EVALUATING REAL ASSETS AND REAL ESTATE INVESTMENT STRATEGIES
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.
CHIEF INVESTMENT OFFICER ROUNDTABLE
Chief Investment Officers will focus on the key investment and management issues facing their funds and their responsibilities to their clients.
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).
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|