To obtain a copy of the agenda, please contact Teik H. Tan on teikheng.tan@iiconferencesasia.com.


The global financial crisis has forced investors to re-think some basic investment tenets — from the efficient market hypothesis to the efficient frontier approach and from asset allocation principles to concepts of diversification. With the green shoots of global recovery starting to germinate, this is an opportune time for investors to re-evaluate their asset allocation strategies, alternative investment commitments and outsourcing options.

In a series of sessions offering formal presentations, panel discussions and informal conversations, summit participants will explore a range of issues relating to portfolio strategies as well as investment practices. Some of the key themes to be covered include:

  • Building the investment management organization: Strategy, structure, decision-making and performance
  • Portfolio re-structuring, liquidity, and risk management
  • The ‘real’ de-coupling story: Achieving superior return via exposure to emerging markets
  • [In]Efficient markets, investor behaviour and the active/passive conundrum
  • Accessing value in local and global real estate investments
  • Government stimulus, market recovery and implications for fixed income strategies
  • At the cross-roads: The future for hedge funds and leveraged investments
  • Commodities as part of asset allocation: Cyclic opportunistic market to genuine asset class?
  • "Alternative alternatives" and the search for un-correlated returns: An illusion?

 

Download the preliminary investor list.


This summit will feature most of the largest funds in Australia/New Zealand, including:

  • Paul Costello, General Manager, Future Fund Management Agency, Australia
  • Peter Stein, Vice President and Chief Investment Officer, University of Chicago, USA
  • Adrian Orr, Chief Executive Officer, New Zealand Superannuation
  • Vidar Ovesen, Adviser - Timor-Leste Petroleum Fund, Ministry of Finance, Timor-Leste
  • Mark Delaney, Deputy Chief Executive and Chief Investments Officer, AustralianSuper
  • Dr Don Russell, Chairperson of Trustee Board, SAS Trustee Corporation (State Super)
  • David Hartley, Chief Investment Officer, Sunsuper
  • Jeroen Schreur, President - Asia, APG Investments (part of ABP Pensions), Hong Kong, China
  • Jeff Rogers, Chief Investment Officer, ipac
  • Tim Hughes, Chief Investment Officer, Catholic Superannuation Fund
  • Frances Magill, Chief Executive Officer, Statewide Superannuation
  • John Livanas, Chief Executive Officer, AMIST Super
  • Greg Clarke, Director, International Implemented Equities, QIC
  • Justin Pascoe, Acting Chief Executive Officer & Chief Investment Officer, Victorian Funds Management Corporation
  • Michael Block, General Manager — Investments, FuturePlus

Consultants

  • Eugene Snyman, Managing Director, Cambridge Associates
  • Gareth Abley, Head of Asset Consulting, MLC
  • Simon Ruddick, Managing Director & Co-founder, Albourne Partners, United Kingdom
  • David Chessell, Director, Access Capital Advisers
  • Michael Rice, Director, Rice Warner Actuaries
  • Steve Schubert, Director of Superannuation — Australasia, Russell Investments
  • Tony Cole, Asia Pacific Business Leader, Mercer Investment Consulting
  • Ryan Bisch, Senior Associate, Mercer Investment Consulting


    • More than 70 senior-level investors and consultants are again expected to participate. Download last year's attendee list.