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 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.
We're committed to the health and safety of all of our
attendees. At each of our events the following COVID-19 related protocols
will be in place to ensure a safe and comfortable experience for all guests:
- All attendees are required to
be *fully vaccinated
- Modified room set up and
seating arrangements
- Temperature check upon entry
- Enhanced cleaning and
sanitation stations
- Limited touch food and beverage
service
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
SPEAKERS
Shali Lingaretnam Head of Investment Stewardship Victorian Funds Management Corporation
Norman Zhang Chief Investment Officer Legal Super
Malcolm Thornton Head of Impact Capital Clean Energy Finance Corporation
Simon Esposito Head of Private Markets Portfolio construction, Deputy CIO REST Super
David Macri Chief Investment Officer Australian Ethical
Belinda Cheung Senior Investment Analyst, Investment Strategy Aware Super
Murray Keir Head of Systematic Equities, Growth Assets Aware Super
Sue Wang Head of Portfolio Management, Pacific Mercer
Leslie Mao Director, Investments WTW
Dr Isaac Poole Global Chief Investment Officer Oreana Financial Services
Chris Cawson Consultant, JANA Investment Adviser JANA Investment Advisers
Jo Murphy Managing Director Asia Pacific Chartered Alternative Investment Analyst (CAIA) Association
SPONSORS
REQUEST AGENDA
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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.
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.
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
| 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. |
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