Overview – Wednesday – January 29

1:15pm – 2:30pm

TRANSFERS FROM AIRPORT & MELBOURNE CBD TO HEALESVILLE

RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777

Complimentary return airport and CBD transfers will be available for this event.
The coach to RACV Healesville Country Club will depart Melbourne Airport (Tullamarine) and Melbourne CBD (180 St Kilda Rd) at approx. 1.15pm

Melbourne Airport: After collecting your luggage, please make your way to the Gloria Jeans Café, located inside the Qantas terminal. A member of the Conexus Financial team will be there with event signage.

Melbourne CBD: Make your way to the National Gallery of Victoria. This is located next to the State Theatre on St Kilda Rd. The closest tram line is the Arts Precinct. A member of the Conexus Financial team will be there with event signage.

2:30pm – 3:00pm

REGISTRATION

Gazebo Lawn,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Emma Brodie
M: +61 435 023 004
[email protected]

3:00pm – 3:25pm

WELCOME TO COUNTRY

Gazebo Lawn,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

3:25pm – 3:40pm

WELCOME

Theatrette,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Onsite contact:
Emma Brodie
M: +61 435 023 004
[email protected]

Chair

Colin Tate

Chief executive, Conexus Financial

3:40pm – 4:25pm

THE SUPERANNUATION LANDSCAPE – THE GOVERNMENT’S VIEW

In a special conversation, the Assistant Minister for Superannuation, Financial Services and Financial Technology will discuss the government’s priorities for the sector.

Jane Hume MP

Assistant Minister for Superannuation, Financial Services and Financial Technology

Chair

Colin Tate

Chief executive, Conexus Financial

4:25pm – 5:10pm

THE LABOR PARTY’S SUPERANNUATION POLICY

The shadow minister for financial services will discuss future challenges for the superannuation industry and outline Labor’s positive policies for reform.

Stephen Jones MP

Shadow Minister for Financial Services

Chair

Colin Tate

Chief executive, Conexus Financial

5:15pm – 9:00pm

WELCOME BBQ

Gazebo Lawn
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Onsite contact for welcome drinks:

Emma Brodie
M: +61 435 023 004
[email protected]

Day 2 – Thursday – January 30

8:00am – 9:00am

CONSTRUCTING INVESTMENT BELIEFS: WORKSHOP

Investment beliefs that bite and stick

Investment beliefs are a great tool for trustees and investment committee members, to help delegate the responsibility for the implementation of investments to internal or external investors. A sound set of investment beliefs is worth a lot and is a key ingredient for achieving investment excellence.

However, often the stated investment beliefs of funds are too loose to steer actual investment activity or, next to the formal beliefs there may be informal beliefs that in practice determine a significant part of the investment activity. This highly interactive breakfast workshop will be based some of the insights gained as Jaap van Dam wrote his new book, Achieving Investment Excellence. Participants will be left with a fresh look at their investment beliefs and ideas on how to improve them.

It will cover:

  • determining the “excellence level” baked into the investment beliefs of your fund.
  • the role of investment beliefs in pension-fund investing
  • who should own them
  • a basic set of beliefs to start from
  • how to monitor, review and improve your beliefs
  • beliefs on responsible or sustainable investing
  • actions to increase the odds the beliefs will actually be used

Jaap van Dam

Head of strategy, PGGM (the Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial

9:00am – 9:10am

WELCOME

James Room,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website

Chair

Colin Tate

Chief executive, Conexus Financial

9:10am – 9:55am

THE GLOBAL ECONOMIC OUTLOOK

Many governments and international agencies are questioning the neoliberalism paradigm, with economies in danger from austerity, too much private sector debt and the drying up of spending. This setting is the backdrop for a fundamental shift in economic policy, and the recognition that an over-reliance on monetary policy can result in negative interest rates and distorted asset prices. So what shifts are underway and what does it mean for the global economic outlook?

Professor Bill Mitchell

Professor of Economics; director, Centre of Full Employment and Equity, University of Newcastle; Docent Professor in Global Political Economy, Faculty of Social Sciences, University of Helsinki

Chair

Amanda White

Director of institutional content, Conexus Financial

9:55am – 10:45am

UNDERSTANDING CHINA

What is the risk of the US and China trade war to the global economy? How should institutional investors be thinking about China in the context of long-term investing and the changing nature of the global economy? This session seeks to provide an understanding of the country’s economic, cultural and historical importance.

John Brumby

Chair, MTAA Super; former national president, Australia China Business Council; chancellor, La Trobe University

John Edwards

Senior fellow, Lowy Institute; adjunct professor, John Curtin Institute of public policy, Curtin University; independent director, Cbus

Jingmin Qian

Non-exec director, director Australia China Business Council; trustee, Club Plus

Chair

Amanda White

Director of institutional content, Conexus Financial

10:45am – 11:15am

MORNING TEA

11:15am – 12:15pm

THE REGULATOR’S VIEW

This session will look at the regulators’ expectations for superannuation fund chairs and boards, along with key areas of focus for 2019.

Danielle Press

Commissioner, ASIC

Helen Rowell

Deputy chairman, APRA

Chair

Colin Tate

Chief executive, Conexus Financial

12:15pm – 1:00pm

FIDUCIARY DUTY AND TRUSTEE RESPONSIBILITY

With considerable changes to the regulatory environment underway, superannuation trustees must be aware of the potential civil and criminal obligations they face. This session will discuss evolving trustee covenants and implications for individuals and organisations.

Managing tax affairs - the of duties superannuation trustees
UNSW Trusts Seminar, March 2015

John Edstein

Special counsel, Carroll & O’Dea; trustee, REST; chair, Macquarie Investment Management; board member, Perpetual Equity Investment Company

Chair

Amanda White

Director of institutional content, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:40pm

CASE STUDY: VICSUPER AND FIRST STATE SUPER

This session will hear from first-hand experience of a successful merger in progress and discuss the various benefits and lessons learned.

Neil Cochrane and Wayne Kayler-Thomson: Forging a merger

Neil Cochrane

Chairman, First State Super

Wayne Kayler-Thomson

Chair, VicSuper

Chair

Colin Tate

Chief executive, Conexus Financial

2:40pm – 3:30pm

THE VIABILITY OF SMALLER FUNDS: WHAT IS VALUE FOR MEMBERS?

This session will look at the viability of smaller funds and the idea that bigger is not always better. What role do more boutique super funds play? Should the conversation be about value for members, not size of fund?

Michael Brennan

Chair, Productivity Commission

Gerard Noonan

Chair, Media Super

Janet Torney

Chair, ClubPlus; chair, Perpetual Super

Chair

Bernie Ripoll

Federal Member 1998-2016

3:30pm – 4:00pm

AFTERNOON TEA

4:00pm – 4:45pm

THE FUTURE OF GROUP INSURANCE

What is the sustainability of group insurance and how should the industry respond to its challenges, including claims handling, governance, and the erosion of member benefits?

Catherine Bolger

Trustee, State Super; chair, AIST; member, Insurance in Superannuation Industry Working Group

Brett Clark

Chief executive, TAL

Damien Mu

Chief executive, AIA

Chair

Colin Tate

Chief executive, Conexus Financial

4:45pm – 5:30pm

THE CASE FOR CHANGE: WHAT IT TAKES TO BE A WHISTLEBLOWER

Without the courage and tenacity of Jeff Morris, there may not have been a Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. This session will examine the state of public company boards in Australia, corporate structures and governance. It will also look at where whistleblowers fit in and discuss the personal moral fortitude needed for people to speak out.

Jeff Morris

CBA whistleblower

Chair

Colin Tate

Chief executive, Conexus Financial

5:30pm

CONFERENCE CLOSE

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER – OAKRIDGE WINERY

Includes return transfers from RACV to Oakridge, departing at 6.15pm.

Oakridge Wines
A: 864 Maroondah Highway, Coldstream, Victoria 3770

W: visit the website
Dress Code: Business casual

Click here to view an interactive map

Day 3 – Friday – January 31

7:30am – 8:40am

CHAIRS-ONLY BREAKFAST

Coleman Room,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Emma Brodie
M: +61 435 023 004
[email protected]

8:40am – 8:50am

INTRODUCTORY REMARKS

Opening remarks from John Atkin.

John Atkin

chair, AICD; chair, Qantas Super

Chair

Colin Tate

Chief executive, Conexus Financial

8:50am – 9:50am

LEARNINGS FROM ASX-LISTED CHAIRS

This panel of chairs, in association with AICD, will discuss their governance challenges and learnings.

Peter Hay

Chair, Newcrest

Graeme Hunt

Chair, AGL

Jane McAloon

Director, Vive Energy; director, Energy Australia; director, Graincorp

Chair

Christian Gergis

Head of policy, Australian Institute of Company Directors

9:50am – 10:20am

WHAT IS GOOD GOVERNANCE?

What are the lessons learned from the Royal Commission with regard to good governance? And, what will make changes stick? This session will look at specific governance changes in culture and remuneration and includes some action points for improvement in board papers and minutes.

Megan Motto

Chief executive, Governance Institute of Australia

Chair

Amanda White

Director of institutional content, Conexus Financial

10:20am – 10:40am

MORNING TEA

10:40am – 11:15am

CYBER RISK AND BEHAVIOURS

What is the best organisational response when an inevitable security breach happens? Professor Monica Whitty, director of research (Cyber) at UNSW and from the World Economic Forum will discuss the psychological and behavioural aspects of cyber risks. She will suggest ways for delegates to improve upon the human elements of cybersecurity culture and how to obviate and reduce cyber risks.

Professor Monica Whitty

Chair in Human Factors in Cyber Security; Director of Research (Cyber), UNSW

Chair

Laurence Parker-Brown

Institutional content producer

11:15am – 12:15pm

CYBER IN THE BOARDROOM

Cyber attacks and data leakage are daily threats to organisations globally, reminding us that we are all potential targets of this type of threat. Attorneys are discussing the potential risk of individual liability for corporate directors who do not take appropriate responsibility for oversight of cyber security. Board members are wondering: am I asking the right questions ? How do I get comfortable? Are we doing enough? How do I know we are doing the right things? Are we making the right decisions? This session will act as a guide for boards in tackling these issues.

Matt O’Keefe

Partner, management consulting, KPMG

Chair

Laurence Parker-Brown

Institutional content producer

12:15pm – 1:00pm

LUNCH

1:00pm – 1:45pm

RETIREMENT STRATEGY

How can the Australian system move its focus, product development and service delivery from MySuper to MyRetirement, or from accumulation to retirement income? This session will discuss the innovation needed in the industry to reorient the focus of super funds towards retirement needs. This includes the technological innovation required for member interface and backoffice administration.

Retirement income worry. Who worries and why?

Jeremy Cooper

Chair, retirement income, Challenger

Jason Nyilas

Head of retirement and product strategy, Aberdeen Standard Investments

Michael Rice

Executive director, Rice Warner

Chair

David Bell

Executive director, Conexus Institute

1:45pm – 2:30pm

CLIMATE CHANGE STRATEGY AND INTEGRATION

This session will showcase how some of the leading institutional investors are integrating climate change risks and opportunities into their investment process.

Stephen Dunne

Chair of investment committee, Cbus

Kyle Loades

Chair, Local Government Super

Edwina Matthew

Head of responsible investments, Pendal Group

Chair

Amanda White

Director of institutional content, Conexus Financial

2:30pm – 3:10pm

INTERNATIONAL CASE STUDY

The Netherlands is consistently ranked as the best pension system in the world, so what can Australia learn from them? Head of strategy at PGGM, the country’s second-biggest fund, will outline the key attributes of the Dutch system, including how their investment strategy incorporates sustainability. He will also discuss the fund’s investment strategy for 2025.

Taking ownership of and rebuilding investment principles after the GFC
Winning the right game - the search for investment excellence

Jaap van Dam

Head of strategy, PGGM (the Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial

3:10pm

CONFERENCE CLOSE

3:20pm

TRANSFERS TO MELBOURNE CBD AND AIRPORT

Complimentary transfer services are available post event.

For those travelling interstate, we suggest booking a return flight that reflects the below transfer schedule, anytime after 6pm.

Complimentary transfers service at approx. 3.30pm
Meet at the Lobby of RACV to Melbourne Airport
Meet at the Lobby of the RACV to National Gallrey of Victoria

Onsite contact for transfers:

Emma Brodie
[email protected]
M: +61 435 023 004

Day 1 – Wednesday – January 29

1:15pm – 2:30pm

TRANSFERS FROM AIRPORT & MELBOURNE CBD TO HEALESVILLE

RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777

Complimentary return airport and CBD transfers will be available for this event.
The coach to RACV Healesville Country Club will depart Melbourne Airport (Tullamarine) and Melbourne CBD (180 St Kilda Rd) at approx. 1.15pm

Melbourne Airport: After collecting your luggage, please make your way to the Gloria Jeans Café, located inside the Qantas terminal. A member of the Conexus Financial team will be there with event signage.

Melbourne CBD: Make your way to the National Gallery of Victoria. This is located next to the State Theatre on St Kilda Rd. The closest tram line is the Arts Precinct. A member of the Conexus Financial team will be there with event signage.

2:30pm – 3:00pm

REGISTRATION

Gazebo Lawn,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Emma Brodie
M: +61 435 023 004
[email protected]

3:00pm – 3:25pm

WELCOME TO COUNTRY

Gazebo Lawn,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

3:25pm – 3:40pm

WELCOME

Theatrette,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Onsite contact:
Emma Brodie
M: +61 435 023 004
[email protected]

Chair

Colin Tate

Chief executive, Conexus Financial

3:40pm – 4:25pm

THE SUPERANNUATION LANDSCAPE – THE GOVERNMENT’S VIEW

In a special conversation, the Assistant Minister for Superannuation, Financial Services and Financial Technology will discuss the government’s priorities for the sector.

Jane Hume MP

Assistant Minister for Superannuation, Financial Services and Financial Technology

Chair

Colin Tate

Chief executive, Conexus Financial

4:25pm – 5:10pm

THE LABOR PARTY’S SUPERANNUATION POLICY

The shadow minister for financial services will discuss future challenges for the superannuation industry and outline Labor’s positive policies for reform.

Stephen Jones MP

Shadow Minister for Financial Services

Chair

Colin Tate

Chief executive, Conexus Financial

5:15pm – 9:00pm

WELCOME BBQ

Gazebo Lawn
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Onsite contact for welcome drinks:

Emma Brodie
M: +61 435 023 004
[email protected]

Day 2 – Thursday – January 30

8:00am – 9:00am

CONSTRUCTING INVESTMENT BELIEFS: WORKSHOP

Investment beliefs that bite and stick

Investment beliefs are a great tool for trustees and investment committee members, to help delegate the responsibility for the implementation of investments to internal or external investors. A sound set of investment beliefs is worth a lot and is a key ingredient for achieving investment excellence.

However, often the stated investment beliefs of funds are too loose to steer actual investment activity or, next to the formal beliefs there may be informal beliefs that in practice determine a significant part of the investment activity. This highly interactive breakfast workshop will be based some of the insights gained as Jaap van Dam wrote his new book, Achieving Investment Excellence. Participants will be left with a fresh look at their investment beliefs and ideas on how to improve them.

It will cover:

  • determining the “excellence level” baked into the investment beliefs of your fund.
  • the role of investment beliefs in pension-fund investing
  • who should own them
  • a basic set of beliefs to start from
  • how to monitor, review and improve your beliefs
  • beliefs on responsible or sustainable investing
  • actions to increase the odds the beliefs will actually be used

Jaap van Dam

Head of strategy, PGGM (the Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial

9:00am – 9:10am

WELCOME

James Room,
RACV Healesville Country Club
A: 122 Healesville-Kinglake Road,
Healesville, Victoria, 3777
P: +61 3 5962 4899

W: visit the website

Chair

Colin Tate

Chief executive, Conexus Financial

9:10am – 9:55am

THE GLOBAL ECONOMIC OUTLOOK

Many governments and international agencies are questioning the neoliberalism paradigm, with economies in danger from austerity, too much private sector debt and the drying up of spending. This setting is the backdrop for a fundamental shift in economic policy, and the recognition that an over-reliance on monetary policy can result in negative interest rates and distorted asset prices. So what shifts are underway and what does it mean for the global economic outlook?

Professor Bill Mitchell

Professor of Economics; director, Centre of Full Employment and Equity, University of Newcastle; Docent Professor in Global Political Economy, Faculty of Social Sciences, University of Helsinki

Chair

Amanda White

Director of institutional content, Conexus Financial

9:55am – 10:45am

UNDERSTANDING CHINA

What is the risk of the US and China trade war to the global economy? How should institutional investors be thinking about China in the context of long-term investing and the changing nature of the global economy? This session seeks to provide an understanding of the country’s economic, cultural and historical importance.

John Brumby

Chair, MTAA Super; former national president, Australia China Business Council; chancellor, La Trobe University

John Edwards

Senior fellow, Lowy Institute; adjunct professor, John Curtin Institute of public policy, Curtin University; independent director, Cbus

Jingmin Qian

Non-exec director, director Australia China Business Council; trustee, Club Plus

Chair

Amanda White

Director of institutional content, Conexus Financial

10:45am – 11:15am

MORNING TEA

11:15am – 12:15pm

THE REGULATOR’S VIEW

This session will look at the regulators’ expectations for superannuation fund chairs and boards, along with key areas of focus for 2019.

Danielle Press

Commissioner, ASIC

Helen Rowell

Deputy chairman, APRA

Chair

Colin Tate

Chief executive, Conexus Financial

12:15pm – 1:00pm

FIDUCIARY DUTY AND TRUSTEE RESPONSIBILITY

With considerable changes to the regulatory environment underway, superannuation trustees must be aware of the potential civil and criminal obligations they face. This session will discuss evolving trustee covenants and implications for individuals and organisations.

Managing tax affairs - the of duties superannuation trustees
UNSW Trusts Seminar, March 2015

John Edstein

Special counsel, Carroll & O’Dea; trustee, REST; chair, Macquarie Investment Management; board member, Perpetual Equity Investment Company

Chair

Amanda White

Director of institutional content, Conexus Financial

1:00pm – 2:00pm

LUNCH

2:00pm – 2:40pm

CASE STUDY: VICSUPER AND FIRST STATE SUPER

This session will hear from first-hand experience of a successful merger in progress and discuss the various benefits and lessons learned.

Neil Cochrane and Wayne Kayler-Thomson: Forging a merger

Neil Cochrane

Chairman, First State Super

Wayne Kayler-Thomson

Chair, VicSuper

Chair

Colin Tate

Chief executive, Conexus Financial

2:40pm – 3:30pm

THE VIABILITY OF SMALLER FUNDS: WHAT IS VALUE FOR MEMBERS?

This session will look at the viability of smaller funds and the idea that bigger is not always better. What role do more boutique super funds play? Should the conversation be about value for members, not size of fund?

Michael Brennan

Chair, Productivity Commission

Gerard Noonan

Chair, Media Super

Janet Torney

Chair, ClubPlus; chair, Perpetual Super

Chair

Bernie Ripoll

Federal Member 1998-2016

3:30pm – 4:00pm

AFTERNOON TEA

4:00pm – 4:45pm

THE FUTURE OF GROUP INSURANCE

What is the sustainability of group insurance and how should the industry respond to its challenges, including claims handling, governance, and the erosion of member benefits?

Catherine Bolger

Trustee, State Super; chair, AIST; member, Insurance in Superannuation Industry Working Group

Brett Clark

Chief executive, TAL

Damien Mu

Chief executive, AIA

Chair

Colin Tate

Chief executive, Conexus Financial

4:45pm – 5:30pm

THE CASE FOR CHANGE: WHAT IT TAKES TO BE A WHISTLEBLOWER

Without the courage and tenacity of Jeff Morris, there may not have been a Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. This session will examine the state of public company boards in Australia, corporate structures and governance. It will also look at where whistleblowers fit in and discuss the personal moral fortitude needed for people to speak out.

Jeff Morris

CBA whistleblower

Chair

Colin Tate

Chief executive, Conexus Financial

5:30pm

CONFERENCE CLOSE

6:30pm – 9:30pm

OFFICIAL CONFERENCE DINNER – OAKRIDGE WINERY

Includes return transfers from RACV to Oakridge, departing at 6.15pm.

Oakridge Wines
A: 864 Maroondah Highway, Coldstream, Victoria 3770

W: visit the website
Dress Code: Business casual

Click here to view an interactive map

Day 3 – Friday – January 31

7:30am – 8:40am

CHAIRS-ONLY BREAKFAST

Coleman Room,
RACV Healesville Country Club
122 Healesville-Kinglake Road
Healesville, VIC 3777|
P: +61 3 5962 4899

W: visit the website
Dress code: business casual

Emma Brodie
M: +61 435 023 004
[email protected]

8:40am – 8:50am

INTRODUCTORY REMARKS

Opening remarks from John Atkin.

John Atkin

chair, AICD; chair, Qantas Super

Chair

Colin Tate

Chief executive, Conexus Financial

8:50am – 9:50am

LEARNINGS FROM ASX-LISTED CHAIRS

This panel of chairs, in association with AICD, will discuss their governance challenges and learnings.

Peter Hay

Chair, Newcrest

Graeme Hunt

Chair, AGL

Jane McAloon

Director, Vive Energy; director, Energy Australia; director, Graincorp

Chair

Christian Gergis

Head of policy, Australian Institute of Company Directors

9:50am – 10:20am

WHAT IS GOOD GOVERNANCE?

What are the lessons learned from the Royal Commission with regard to good governance? And, what will make changes stick? This session will look at specific governance changes in culture and remuneration and includes some action points for improvement in board papers and minutes.

Megan Motto

Chief executive, Governance Institute of Australia

Chair

Amanda White

Director of institutional content, Conexus Financial

10:20am – 10:40am

MORNING TEA

10:40am – 11:15am

CYBER RISK AND BEHAVIOURS

What is the best organisational response when an inevitable security breach happens? Professor Monica Whitty, director of research (Cyber) at UNSW and from the World Economic Forum will discuss the psychological and behavioural aspects of cyber risks. She will suggest ways for delegates to improve upon the human elements of cybersecurity culture and how to obviate and reduce cyber risks.

Professor Monica Whitty

Chair in Human Factors in Cyber Security; Director of Research (Cyber), UNSW

Chair

Laurence Parker-Brown

Institutional content producer

11:15am – 12:15pm

CYBER IN THE BOARDROOM

Cyber attacks and data leakage are daily threats to organisations globally, reminding us that we are all potential targets of this type of threat. Attorneys are discussing the potential risk of individual liability for corporate directors who do not take appropriate responsibility for oversight of cyber security. Board members are wondering: am I asking the right questions ? How do I get comfortable? Are we doing enough? How do I know we are doing the right things? Are we making the right decisions? This session will act as a guide for boards in tackling these issues.

Matt O’Keefe

Partner, management consulting, KPMG

Chair

Laurence Parker-Brown

Institutional content producer

12:15pm – 1:00pm

LUNCH

1:00pm – 1:45pm

RETIREMENT STRATEGY

How can the Australian system move its focus, product development and service delivery from MySuper to MyRetirement, or from accumulation to retirement income? This session will discuss the innovation needed in the industry to reorient the focus of super funds towards retirement needs. This includes the technological innovation required for member interface and backoffice administration.

Retirement income worry. Who worries and why?

Jeremy Cooper

Chair, retirement income, Challenger

Jason Nyilas

Head of retirement and product strategy, Aberdeen Standard Investments

Michael Rice

Executive director, Rice Warner

Chair

David Bell

Executive director, Conexus Institute

1:45pm – 2:30pm

CLIMATE CHANGE STRATEGY AND INTEGRATION

This session will showcase how some of the leading institutional investors are integrating climate change risks and opportunities into their investment process.

Stephen Dunne

Chair of investment committee, Cbus

Kyle Loades

Chair, Local Government Super

Edwina Matthew

Head of responsible investments, Pendal Group

Chair

Amanda White

Director of institutional content, Conexus Financial

2:30pm – 3:10pm

INTERNATIONAL CASE STUDY

The Netherlands is consistently ranked as the best pension system in the world, so what can Australia learn from them? Head of strategy at PGGM, the country’s second-biggest fund, will outline the key attributes of the Dutch system, including how their investment strategy incorporates sustainability. He will also discuss the fund’s investment strategy for 2025.

Taking ownership of and rebuilding investment principles after the GFC
Winning the right game - the search for investment excellence

Jaap van Dam

Head of strategy, PGGM (the Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial

3:10pm

CONFERENCE CLOSE

3:20pm

TRANSFERS TO MELBOURNE CBD AND AIRPORT

Complimentary transfer services are available post event.

For those travelling interstate, we suggest booking a return flight that reflects the below transfer schedule, anytime after 6pm.

Complimentary transfers service at approx. 3.30pm
Meet at the Lobby of RACV to Melbourne Airport
Meet at the Lobby of the RACV to National Gallrey of Victoria

Onsite contact for transfers:

Emma Brodie
[email protected]
M: +61 435 023 004