The 5th Annual Australia Investors Forum 2024 is an educational initiative designed through close coordination with the Australia’s leading institutional and private wealth investors to build peer communities that merge global best practices with local expertise. The forum brings together investment leadership teams including investment officers, investment committee members, manager research, fund selection and their consultants representing the Australian institutional and private wealth investment community.
The agenda is developed through extensive travel and feedback from the institutional and private wealth investor community including single family offices, multi-family offices, superannuation funds, endowments, foundations, insurance companies, healthcare plans, independent wealth management firms, private banks and investment consultants.
KEYNOTE SPEAKERS
|
Darren Smorgon, Managing Director, Sandbar Investments Darren is Managing Director of Sandbar Investments. Previously, Darren had a 16 year career as a Director, member of the advisory board and partner at CHAMP Private Equity, one of Australia’s largest and longest established Private Equity firms. At CHAMP, he led the acquisition and portfolio management of companies including Study Group, LCR Group, and oOh!media. He is currently the Chairman of Hub Australia and a Non-Executive Director of Total Drain Cleaning. He also Co-founded Arrowpoint Capital, where he sits on the Investment Committee, and Polemos, a web3.0 Gamefi platform as well as the Investment Committee of Primal Capital, a seed stage web3 crypto fund. He is involved in several philanthropic initiatives including being the inaugural Chairman of Nextthink, and the immediate past Chairman of the JCA. |
SPEAKERS
Dr Harry Liem Global Head of Capital Markets, and Pacific Head of Research and Capital Markets Mercer
Martin Crabb Chief Investment Officer Shaw and Partners
Jill Monaghan Executive General Manager - Chief Investment Officer Suncorp Group
Sally Auld Chief Investment Officer JBWere
Charlie Viola Partner, Managing Director Pitcher Partners
Sam Chipkin Co-Founder and Chief Investment Officer 5 AM Capital Multi Family Office
Mary Fallon Director, Investment Office Australian National University (ANU)
Lydia Kav Head of Manager Research Perpetual Limited
Adam Malouf Chief Operating Officer and Vice-President (Operations) University of Wollongong
Scott Fletcher Chief Investment Officer Woodbury Private
Michael Mi Head of Portfolio Construction and Quantitative Research NGS Super
Alex Pikoulas Chief Executive Officer & Chief Investment Officer Harper Bernays
Robert Graham-Smith Head of Fixed Income and Alternatives Colonial First State
Ben Au Founder and Chief Executive Officer AP Family Office
Pierce Hanlen Partner & Wealth Adviser Hewison Private Wealth
Michael Karagianis Head of Family Offices and Wealth Partnerships JANA Investment Advisers
Andrew McAuley Chief Investment Officer Credit Suisse Private Wealth, UBS Group
Scott Haslem Chief Investment Officer LGT Crestone Wealth Management
Anjana Moran Portfolio Manager - Property Aware Super
Tim Rocks Chief Investment Officer Evans & Partners
Peter Carey Portfolio Manager, Strategy and Dynamic Asset Allocation Rest
Dr Isaac Poole Global Chief Investment Officer Oreana Financial Services
Christina Zheng Investment Director, Real Assets AustralianSuper
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
Jason Huang Senior Portfolio Manager ANZ Private Bank
Matthew Coleman Chapter Lead, Investment Strategy Resolution Life Australasia
Arun Abey Executive Chairman Walsh Bay Partners
Ashish Jeena General Manager Advice Capability and Research AIA Australia
Elliot Clarke Head of International Economics Westpac Institutional Bank
Michael Block Chief Investment Officer Australian Catholic Superannuation and Retirement Fund
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
NETWORKING SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
MANEUVERING THE MACRO
Learn how institutional and private wealth investors navigate their global portfolios through major economic change.
PRIVATE MARKET INVESTMENTS – TIME TO SHINE
Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT
With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?
ALTERNATIVE INVESTMENTS: UNRAVELLING OPPORTUNITIES AND CHALLENGES
Industry experts to shed light on the benefits, risks, and considerations surrounding liquid and illiquid alternative investments, aiming to support investors make informed decisions in today's dynamic financial markets.
ASSET ALLOCATION TRENDS, GOVERNANCE AND ESG
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors assess longer-term strategies and share UN SDG framework opportunity for allocators.
THE GREAT EQUITY DEBATE: LONG-TERM INVESTORS VIEW ON STOCK MARKETS
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
PRIVATE CREDIT AMID GLOBAL RATE HIKES
The growth in private credit over the last decade has been seismic, to what extent should the growth of Australian private credit be capitalised on by local investors?
REAL ASSETS: ENERGY, REAL ESTATE AND INFRASTRUCTURE
As investors looking to align portfolios to global megatrends, this panel will discuss key opportunities and challenges of investing in real assets.
ARTIFICIAL INTELLIGENCE, WEB 3 AND DIGITAL ASSETS
Progressive investors to discuss the extent to which asset owners should allocate to digital assets as a proportion of their portfolios.
CIO PORTOFOLIO CONSTRUCTION - HOW ALLOCATORS ARE PLANNING FOR THE FUTURE
Gathering regional institutional, SFO principals and wealth managers to discuss the megatrends facing the industry.
REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
VENUE
The Fullerton Hotel Sydney
Grand Ballroom, Level B (Basement)
No. 1 Martin Place
Sydney, New South Wales 2000
Australia
CLICK TO VISIT VENUE WEBSITE
CONTACT
Copyright © 2024 Markets Group | Terms & Conditions | Privacy Policy
