Overview – Monday – October 28

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER – SYDNEY CBD (TBD)

Day 2 – Tuesday – October 29

9:00am – 9:05am

WELCOME

9:05am – 9:55am

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?

Barry Dargan

Chief executive, Intermede Investment Partners

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

9:55am – 10:40am

EMERGING MARKETS AND CHINA: BALANCING THE HEADWINDS AND TAILWINDS

  • What unique risk exposures can emerging markets and China offer that cannot be captured from developed markets 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 markets developed sufficiently in terms of competition and freedom from state intervention?

Paul Crisci

Portfolio manager, IOOF

Philip Lawlor

Managing director, global markets research, FTSE Russell

Chair

Amanda White

Director of institutional content, Conexus Financial

10:40am – 11:10am

MORNING TEA

11:10am – 12:10pm

RISK ADJUSTED RETURNS: IS DEFENSIVE EQUITIES REALLY A STRATEGY?

  • What’s in the name ‘defensive equities’ or is it just another 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?

Chris Dixon

Portfolio manager, Cooper investors

George Maglares

Portfolio manager, Perkins Investment Management

Ronan McCabe

Head of portfolio management, Mercer

Adrian Warner

Chief investment officer, Avenir Capital

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:10pm – 1:00pm

THE GUIDING FRAMEWORK FOR IMPLEMENTATION IN EQUITIES

In this session we discuss the multi-dimensional implementation challenge investment managers face in mapping their investment philosophy and capital market expectations to decisions re:

  • 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

Jessica Melville

Head of strategic advisory, investments, Willis Towers Watson

Frank Wirds

Client portfolio manager quant equities, Robeco

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:45pm

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?

Greg Barnes

Head of listed shares, Sunsuper

Leslie Mao

senior investment consultant, manager research, Willis Towers Watson

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:45pm – 3:40pm

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? Has the secondaries markets sufficiently developed to address liquidity concerns?

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

3:40pm – 4:30pm

INNOVATIONS IN HEALTHCARE: HOW BIOTECHNOLOGY AND ROBOTICS IMPROVES 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, and Dr Leslie Chong who has spent about 20 years in oncology drug development, and now leads Imugene as it works in the field of immunotherapy that uses the body's own immune system to produce antibodies to fight cancers as opposed to synthetic antibodies made in labs.

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

4:30pm

CONFERENCE CLOSE

Day 1 – Monday – October 28

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER – SYDNEY CBD (TBD)

Day 2 – Tuesday – October 29

9:00am – 9:05am

WELCOME

9:05am – 9:55am

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?

Barry Dargan

Chief executive, Intermede Investment Partners

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

9:55am – 10:40am

EMERGING MARKETS AND CHINA: BALANCING THE HEADWINDS AND TAILWINDS

  • What unique risk exposures can emerging markets and China offer that cannot be captured from developed markets 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 markets developed sufficiently in terms of competition and freedom from state intervention?

Paul Crisci

Portfolio manager, IOOF

Philip Lawlor

Managing director, global markets research, FTSE Russell

Chair

Amanda White

Director of institutional content, Conexus Financial

10:40am – 11:10am

MORNING TEA

11:10am – 12:10pm

RISK ADJUSTED RETURNS: IS DEFENSIVE EQUITIES REALLY A STRATEGY?

  • What’s in the name ‘defensive equities’ or is it just another 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?

Chris Dixon

Portfolio manager, Cooper investors

George Maglares

Portfolio manager, Perkins Investment Management

Ronan McCabe

Head of portfolio management, Mercer

Adrian Warner

Chief investment officer, Avenir Capital

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

12:10pm – 1:00pm

THE GUIDING FRAMEWORK FOR IMPLEMENTATION IN EQUITIES

In this session we discuss the multi-dimensional implementation challenge investment managers face in mapping their investment philosophy and capital market expectations to decisions re:

  • 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

Jessica Melville

Head of strategic advisory, investments, Willis Towers Watson

Frank Wirds

Client portfolio manager quant equities, Robeco

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:45pm

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?

Greg Barnes

Head of listed shares, Sunsuper

Leslie Mao

senior investment consultant, manager research, Willis Towers Watson

Chair

Alex Proimos

Head of institutional content, domestic events, Conexus Financial

2:45pm – 3:40pm

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? Has the secondaries markets sufficiently developed to address liquidity concerns?

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

3:40pm – 4:30pm

INNOVATIONS IN HEALTHCARE: HOW BIOTECHNOLOGY AND ROBOTICS IMPROVES 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, and Dr Leslie Chong who has spent about 20 years in oncology drug development, and now leads Imugene as it works in the field of immunotherapy that uses the body's own immune system to produce antibodies to fight cancers as opposed to synthetic antibodies made in labs.

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

4:30pm

CONFERENCE CLOSE