Overview – Monday – October 28

6:30pm – 9:30pm

Day 2 – Tuesday – October 29

9:00am – 9:05am

WELCOME

9:05am – 9:45am

GLOBAL EQUITIES, REFLEXIVITY AND PLUNGE PROTECTION TEAMS

  • Is the world drowning in complacency about economic fundamentals following the abrupt reversal of the central banks?
  • Are investors starved of the clues about potential market inflection points? Is global money supply the only number to watch?
  • What happens next — can the interest rate normalisation begin again, and where will inflation show up, and what is the outlook for the equity risk premium?

Lachlan MacGregor

Portfolio manager, Alphinity Investment Management

Ashley Pittard

Head of global equities, Pendal

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:45am – 10:35am

EMERGING MARKETS AND CHINA: BALANCING THE HEADWINDS AND TAILWINDS

  • What unique risk exposures do China and emerging markets offer that cannot be captured from developed market investment strategies?
  • What is the appropriate sizing, and investment concentration for both emerging markets and China given Australia’s interconnectivity to these markets?
  • Has the market structure in emerging markets and China developed sufficiently in terms of competition and freedom from state intervention?

John Birkhold

Portfolio manager, Origin Asset Management

Paul Crisci

Portfolio manager, IOOF

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:35am – 11:00am

MORNING TEA

11:00am – 11:40am

ACTIVE LONG-TERM FUNDAMENTAL INVESTING: AN INTEGRATED APPROACH

This two-part session opens with a framework for long-term investment decision-making and the associated challenges and benefits with implementing such an approach. This will be followed by an international case study of ATP that employs a related bottom-up domestic concentrated active approach. It will also look at the Danish fund’s integrated approach to active ownership, ESG, and how they combine this fundamental based strategy alongside a quantitative approach to international equities.

PAPERS
Institutional investment mandates - Anchors for long-term performance
Predicting long-term success for corporation and investors worldwide

Sarah Keohane Williamson

Chief executive, Focusing Capital on the Long Term

Claus Wiinblad

Head of Danish equities, ATP

Chair

Amanda White

Director of institutional content, Conexus Financial

11:40am – 12:15pm

OVERCOMING BIAS: EMPOWERING DIVERSITY WITHIN CORPORATE LEADERSHIP

We live in a society that expects people should be judged on their merits, however a close look at the evaluation of merit reveals that what adds up to merit for some is susceptible to bias and clouded judgement. This session looks at the research and practical examples on how leaders can facilitate and prioritise action items to facilitate better outcomes.

PAPER
The economic benefits of improving social inclusion

Susan Roberts

Non-executive director, Maple-Brown Abbott

James Taylor

Managing director, SBS

Melanie Willis

non-executive director, Challenger

Chair

Amanda White

Director of institutional content, Conexus Financial

12:15pm – 12:55pm

THE GUIDING FRAMEWORK FOR IMPLEMENTATION IN EQUITIES

This session looks at the multi-dimensional implementation challenge that investment managers face in mapping their investment philosophy and capital market expectations to decisions about:

  • The split between internal and external investment management
  • Active manager bets on style, theme, sector or long-short
  • Other considerations, such as tilts, factors, smart beta, eigenvalues

James Gunn

Senior consultant, Frontier Advisors

Jessica Melville

Head of strategic advisory, investments, Willis Towers Watson

Machiel Zwanenburg

Portfolio manager, Robeco

Chair

Michael Kollo

Former general manager, quantitative solutions and risk, HESTA, Conexus Financial

12:55pm – 1:50pm

LUNCH

1:50pm – 2:40pm

RISK ADJUSTED RETURNS: IS DEFENSIVE EQUITIES REALLY A STRATEGY?

  • What’s in the name ‘defensive equities? Is it just more marketing hype?
  • How should asset owners compare a portfolio of defensive equities vis-a-vis just down-weighting an equities exposure in the total portfolio?
  • Can low or adaptive volatility strategies, dividend/value tilts or absolute return be the solution for asset owners looking for defensive equities

PAPERS
Perkins CIO outlook

Chris Dixon

Portfolio manager, Cooper investors

Greg Kolb

Chief investment officer, Perkins Investment Management

Adrian Warner

Chief investment officer, Avenir Capital

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:40pm – 3:15pm

REVISITING THE METHODOLOGY OF EQUITIES PORTFOLIO CONSTRUCTION

  • How to determine the desired exposures, sizings and the respective mix of passive and active mandates?
  • What impact do whole of portfolio solutions and maximising after-tax returns have on equities portfolio construction decision-making?
  • What tools and methods should be employed to ensure effective measurement and monitoring of performance and risk characteristic exposure

PAPERS
Better equities - Redefining 'active'

Greg Barnes

Head of listed shares, Sunsuper

Leslie Mao

senior investment consultant, manager research, Willis Towers Watson

Ronan McCabe

Head of portfolio management, Mercer

Chair

Ross Kent

Head of global distribution & client service, MLC Asset Management

3:15pm – 3:35pm

AFTERNOON TEA

3:35pm – 4:25pm

PRIVATE FOR LONGER: THE ROLE OF PRIVATE EQUITY AND PUBLIC EQUITY

  • Should investors re-classify their equities investment philosophy?
  • What role does private equity have in capturing the equity premium alongside public equities? Can it offer an uncorrelated return stream?
  • Has the impact of illiquidity been over-emphasised in long-term investment decision-making? Is the secondaries market developed enough to address liquidity concerns?

Robert Credaro

Head of growth assets, First State Super

Bill Dwyer

Senior consultant, global equities, JANA

Simon Hudson

Head of Equities, UniSuper

Marcus Simpson

Head of global private capital, QIC

Chair

Amanda White

Director of institutional content, Conexus Financial

4:25pm – 5:00pm

HOW INNOVATIONS IN BIOTECHNOLOGY TRANSFORMS CANCER TREATMENT?

This session will start with an overview of the state of the market of biotechnology in Australia, and will be followed by two leaders in the treatment of cancer. Professor David Gillatt is a leading prostate and bladder cancer surgeon with over 25 years’ experience and is recognised as being one of the world’s foremost robotic surgeons, having pioneered the modern application of robotic technology in the treatment of cancer. Ms. Leslie Chong has spent over 21 years in oncology drug development, has been a senior member of 4 marketed cancer drugs and now leads Imugene as it works in the field of immunotherapy using the body's own immune system to fight cancers.

Leslie Chong

Managing director and chief executive, Imugene

David Gillatt

Director of medical services & professor of robotics surgery, Macquarie University Hospital

Chris Kallos

Senior life scientist analyst, MST Access

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

5:00pm – 5:30pm

NETWORKING DRINKS AND CANAPES

5:30pm

CONFERENCE CLOSE

Day 1 – Monday – October 28

6:30pm – 9:30pm

Day 2 – Tuesday – October 29

9:00am – 9:05am

WELCOME

9:05am – 9:45am

GLOBAL EQUITIES, REFLEXIVITY AND PLUNGE PROTECTION TEAMS

  • Is the world drowning in complacency about economic fundamentals following the abrupt reversal of the central banks?
  • Are investors starved of the clues about potential market inflection points? Is global money supply the only number to watch?
  • What happens next — can the interest rate normalisation begin again, and where will inflation show up, and what is the outlook for the equity risk premium?

Lachlan MacGregor

Portfolio manager, Alphinity Investment Management

Ashley Pittard

Head of global equities, Pendal

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

9:45am – 10:35am

EMERGING MARKETS AND CHINA: BALANCING THE HEADWINDS AND TAILWINDS

  • What unique risk exposures do China and emerging markets offer that cannot be captured from developed market investment strategies?
  • What is the appropriate sizing, and investment concentration for both emerging markets and China given Australia’s interconnectivity to these markets?
  • Has the market structure in emerging markets and China developed sufficiently in terms of competition and freedom from state intervention?

John Birkhold

Portfolio manager, Origin Asset Management

Paul Crisci

Portfolio manager, IOOF

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

10:35am – 11:00am

MORNING TEA

11:00am – 11:40am

ACTIVE LONG-TERM FUNDAMENTAL INVESTING: AN INTEGRATED APPROACH

This two-part session opens with a framework for long-term investment decision-making and the associated challenges and benefits with implementing such an approach. This will be followed by an international case study of ATP that employs a related bottom-up domestic concentrated active approach. It will also look at the Danish fund’s integrated approach to active ownership, ESG, and how they combine this fundamental based strategy alongside a quantitative approach to international equities.

PAPERS
Institutional investment mandates - Anchors for long-term performance
Predicting long-term success for corporation and investors worldwide

Sarah Keohane Williamson

Chief executive, Focusing Capital on the Long Term

Claus Wiinblad

Head of Danish equities, ATP

Chair

Amanda White

Director of institutional content, Conexus Financial

11:40am – 12:15pm

OVERCOMING BIAS: EMPOWERING DIVERSITY WITHIN CORPORATE LEADERSHIP

We live in a society that expects people should be judged on their merits, however a close look at the evaluation of merit reveals that what adds up to merit for some is susceptible to bias and clouded judgement. This session looks at the research and practical examples on how leaders can facilitate and prioritise action items to facilitate better outcomes.

PAPER
The economic benefits of improving social inclusion

Susan Roberts

Non-executive director, Maple-Brown Abbott

James Taylor

Managing director, SBS

Melanie Willis

non-executive director, Challenger

Chair

Amanda White

Director of institutional content, Conexus Financial

12:15pm – 12:55pm

THE GUIDING FRAMEWORK FOR IMPLEMENTATION IN EQUITIES

This session looks at the multi-dimensional implementation challenge that investment managers face in mapping their investment philosophy and capital market expectations to decisions about:

  • The split between internal and external investment management
  • Active manager bets on style, theme, sector or long-short
  • Other considerations, such as tilts, factors, smart beta, eigenvalues

James Gunn

Senior consultant, Frontier Advisors

Jessica Melville

Head of strategic advisory, investments, Willis Towers Watson

Machiel Zwanenburg

Portfolio manager, Robeco

Chair

Michael Kollo

Former general manager, quantitative solutions and risk, HESTA, Conexus Financial

12:55pm – 1:50pm

LUNCH

1:50pm – 2:40pm

RISK ADJUSTED RETURNS: IS DEFENSIVE EQUITIES REALLY A STRATEGY?

  • What’s in the name ‘defensive equities? Is it just more marketing hype?
  • How should asset owners compare a portfolio of defensive equities vis-a-vis just down-weighting an equities exposure in the total portfolio?
  • Can low or adaptive volatility strategies, dividend/value tilts or absolute return be the solution for asset owners looking for defensive equities

PAPERS
Perkins CIO outlook

Chris Dixon

Portfolio manager, Cooper investors

Greg Kolb

Chief investment officer, Perkins Investment Management

Adrian Warner

Chief investment officer, Avenir Capital

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:40pm – 3:15pm

REVISITING THE METHODOLOGY OF EQUITIES PORTFOLIO CONSTRUCTION

  • How to determine the desired exposures, sizings and the respective mix of passive and active mandates?
  • What impact do whole of portfolio solutions and maximising after-tax returns have on equities portfolio construction decision-making?
  • What tools and methods should be employed to ensure effective measurement and monitoring of performance and risk characteristic exposure

PAPERS
Better equities - Redefining 'active'

Greg Barnes

Head of listed shares, Sunsuper

Leslie Mao

senior investment consultant, manager research, Willis Towers Watson

Ronan McCabe

Head of portfolio management, Mercer

Chair

Ross Kent

Head of global distribution & client service, MLC Asset Management

3:15pm – 3:35pm

AFTERNOON TEA

3:35pm – 4:25pm

PRIVATE FOR LONGER: THE ROLE OF PRIVATE EQUITY AND PUBLIC EQUITY

  • Should investors re-classify their equities investment philosophy?
  • What role does private equity have in capturing the equity premium alongside public equities? Can it offer an uncorrelated return stream?
  • Has the impact of illiquidity been over-emphasised in long-term investment decision-making? Is the secondaries market developed enough to address liquidity concerns?

Robert Credaro

Head of growth assets, First State Super

Bill Dwyer

Senior consultant, global equities, JANA

Simon Hudson

Head of Equities, UniSuper

Marcus Simpson

Head of global private capital, QIC

Chair

Amanda White

Director of institutional content, Conexus Financial

4:25pm – 5:00pm

HOW INNOVATIONS IN BIOTECHNOLOGY TRANSFORMS CANCER TREATMENT?

This session will start with an overview of the state of the market of biotechnology in Australia, and will be followed by two leaders in the treatment of cancer. Professor David Gillatt is a leading prostate and bladder cancer surgeon with over 25 years’ experience and is recognised as being one of the world’s foremost robotic surgeons, having pioneered the modern application of robotic technology in the treatment of cancer. Ms. Leslie Chong has spent over 21 years in oncology drug development, has been a senior member of 4 marketed cancer drugs and now leads Imugene as it works in the field of immunotherapy using the body's own immune system to fight cancers.

Leslie Chong

Managing director and chief executive, Imugene

David Gillatt

Director of medical services & professor of robotics surgery, Macquarie University Hospital

Chris Kallos

Senior life scientist analyst, MST Access

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

5:00pm – 5:30pm

NETWORKING DRINKS AND CANAPES

5:30pm

CONFERENCE CLOSE