Monday 1st March 2010
Theme: Global Investing from Australia - Growing the business in the new environment
Sofitel Melbourne on Collins
25 Collins St
Melbourne Victoria
Download Program
Morning Session - Decision making in times of uncertainty: The role of judgement in Risk Management
Venue: Fitzroy Ballroom
CPD available: Three
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8.30am
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Arrival and Registration
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9.00am
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Welcome and introduction
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Syd Bone
Chairman
Melbourne Centre for Financial Studies (MCFS)
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9.10am
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Pension Fund Perspective
Good decision making for
Pension Funds -
maintaining focus on long
term investment objectives
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Aaron Drew
Senior Investment Strategist |
| 9.35am |
Fund Trustee Perspective
Applying good governance
in super: exercising
judgement in meeting
fiduciary responsibilities |
Rita Harris
Worldwide Partner
Mercer |
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10.00am
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Actuarial Perspective
The actuaries role in good
governance of super: the
role of professional
judgement in managing
risk
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Melinda Howes
Chief Executive Officer
Institute of Actuaries of Australia
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10.25am
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Investment Manager CIO
Perspective
Why good governance is
good investing: the UNPRI
in practice
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Andrew Cooke
Chief Investment Officer
Goldman Sachs and JBWere Asset
Management
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10.50am
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Networking
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11.20am
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Panel Discussion
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Andrew Cooke, JSJBWAM
Rita Harris, Mercer
Melinda Howes, IAA
Adrian Orr, NZ Super Fund
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Symposium Networking Luncheon
Venue: La Trobe Ballroom
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11.30am
12noon
12.10pm
1.00pm
1.40pm
1.50pm
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Arrival and Registration
Welcome and Introduction
Presentation of Innovation Award
Behavioural location and
environmental drivers of
fund performance
Q and A
Vote of thanks and close
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Syd Bone
Chairman
Melbourne Centre for Financial Studies (MCFS)
Professor Gordon Clark
Director
Oxford University Centre for the Environment
Syd Bone
Chairman
Melbourne Centre for Financial
Studies (MCFS)
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Afternoon Session - Global Investing: Growing the business in the new environment!
Venue: Arthur Streeton Room
CPD Available: Three
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1.30pm
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Arrival and Registration
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2.00pm
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Welcome and Introduction
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Professor Deborah Ralston
Director
Melbourne Centre for Financial Studies (MCFS)
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2.10pm
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The International
Opportunity for Australian
Fund Managers to grow
their business
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Jeremy Duffield
Managing Director
Vanguard Australia
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2.50pm
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The Domestic Environment
The rapidly changing domestic environment post Ripoll, Henry and Cooper reports; local fund management consolidation; fee for service in financial planning
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Michael Dwyer
CEO
First State Super
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3.30pm
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Networking
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4.00pm
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Panel Discussion:
Platforms and Efficiencies
necessary for growing the business
Panel Discussion: Harnessing technology, process and risk management in funds distribution and global custody to cut costs and grow the business
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Terry McCaughey
Independent Non-Executive Director
and Global Risk and Custody Consultant
Peter Curtis
Senior Manager - Investments
Australian Super
Paul Cutts
Managing Director
Northern Trust
Ray Lester
Director Delivery Services
NAB Asset Servicing
Vicki Martyn
Third Party Change Manager
QIC
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5.25pm
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Concluding remarks
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Professor Deborah Ralston
Director
Melbourne Centre for Financial Studies (MCFS)
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Symposium Dinner
Venue: Grand Ballroom, Sofitel Melbourne on Collins.
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5.30pm
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Cocktail Reception
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7.30pm
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Welcome
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Professor Deborah Ralston
Director
Melbourne Centre for Financial
Studies (MCFS)
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8.00pm
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Stewardship Award Presentation
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| 8.30pm |
Dinner including speaker address |
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| 8.35pm |
Dinner Keynote Speaker |
J Richard (Rich) Kushel
Vice Chairman
Head of International Businesses
BlackRock |
| 9.15pm |
Q and A |
|
| 9.30pm |
Vote of thanks |
Syd Bone
Chairman
Melbourne Centre for Financial
Studies (MCFS) |
| 10.00pm |
Dinner Close |
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| 10.00pm |
Networking at Sofi's |
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| 1.00am |
Symposium Close |
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