WEDNESDAY 5 SEPTEMBER, :00 AM 9:20 AM

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Aileen Banks
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1 WEDNESDAY 5 SEPTEMBER, :00 AM 9:20 AM 9:20 AM 10:15 AM CONFERENCE OPEN PLENARY 1 A NEW PARADIGM IN DEBT With the banks facing lending restraints, corporate Australia has begun talking with super funds about leveraging debt opportunities. Our panel will explore the emerging opportunities and the challenges for funds in this area of investing. Cassandra Mathews, Partner, KordaMentha Anthony Pratt, Executive Chairman, Visy Australia & Pratt Industries USA Garry Weaven, Chair, IFM investors 10:15 AM 10:40 AM MORNING TEA 10:40 AM FORUMS #1 11:35 AM FORUM 1A TRADE TALK There s a lot of talk about trade but what does it mean for markets and economies? Understand the trade levers that could impact your investments both in Australia and globally. FORUM 1B Sir Rod Eddington, Chairman, Asia Pacific Advisory Council, J.P. Morgan 11:35 AM 12:35 PM PLENARY 2 - SHINING A SPOTLIGHT ON THE AUSTRALIAN FINANCIAL SERVICES LANDSCAPE High profile venture capitalist and corporate adviser, Mark Carnegie will provide his perspective on the state of the financial services landscape, including why he sees as a game of thrones financial outlook for the younger generation of Australians. Mark Carnegie, Founder, M.H. Carnegie & Co ASI 2018 Program V1 1

2 12:40 PM 2:10 PM WELCOME LUNCH 2:15 PM CONCURRENT SERIES #1 3:05 PM 1A - ATTRACTING AND RETAINING WOMEN IN INVESTMENT MANAGEMENT ROLES This session will examine new research from the University of Sydney on the experiences of females working male-dominated occupations, including investment management. Professor Sarah Oxenbridge, University of Sydney 1B DATA, TECHNOLOGY AND INVESTMENT Learn how your fund can take advantage of data and technology in investment management and its role in implementing investment strategies. Tim Helyar, Executive Director, Head of Fund Services Product, Australia and New Zealand, J.P. Morgan Emma James, Senior Analyst Risk, Funds SA Michael Kollo, Chief Quantitative Strategist, Deputy Head of Research, Rosenberg Equities 1C - CURRENCY EXPOSED This session will explore the role of currency in managing risk in your portfolio. Adam Kibble, Product Specialist in Currency, Fixed Income and Multi- Asset, Insight Investment Uto Shinohara, CFA, Head of Portfolio Management & Research, Mesirow Financial Currency Management Stuart Simmons, CFA, Senior Portfolio Manager Global Liquid Strategies, QIC Charles Wu, General Manager Asset Allocation, State Super (SAS Trustee Corporation) 3:05 PM 3:30 PM AFTERNOON TEA 3:30 PM FORUMS #2 4:20 PM ASI 2018 Program V1 2

FORUM 2A - THE ROLE OF SUSTAINABLE DEVELOPMENT GOALS IN DIFFERENT ASSET CLASSES Understand how asset owners and managers are incorporating the UN s Sustainable Development Goals across the spectrum

3 FORUM 2A - THE ROLE OF SUSTAINABLE DEVELOPMENT GOALS IN DIFFERENT ASSET CLASSES Understand how asset owners and managers are incorporating the UN s Sustainable Development Goals across the spectrum of asset classes. This forum will present the challenges and practical issues faced by super funds when trying to implement these goals. Maurice Meijers, Client Portfolio Manager, Fixed Income, Robeco FORUM 2B - INVESTMENT GOVERNANCE STRUCTURES When it comes to governance, culture and leadership, what framework do you need to be a successful investor, while also ensuring members best interests? Richard Brandweiner, Chief Executive Officer, Pendal Group Paul Faure, Partner, Holding Redlich Wylie Tollette, EVP, Client Portfolio Solutions, Franklin Templeton Investments 4:25 PM 5:20 PM PLENARY 3 - WHAT S THE PROBLEM WITH OVER DIVERSIFICATION? Explore new research on the benefits and perils of over-diversification and learn from a case study how to address the age-old question of passive, active or something in between. Chris Drew, Investment Manager - Public Markets, Australian Catholic Superannuation and Retirement Fund (ACSRF) Michele Barlow, Managing Director and Head of Investment Strategy and Research, State Street Global Advisors Raewyn Williams, Managing Director Research, Parametric Australasia 5:20 PM WELCOME FUNCTION 6:30 PM Proudly supported by our Major Event Partner THURSDAY 6 SEPTEMBER, :10am - 8:55am 9:00 AM 10:00 AM SPECIAL INTEREST SESSION - OPERATIONAL DUE DILIGENCE (ODD) BRIEFING An update on Operational Due Diligence will be provided in this session. SPECIAL INTEREST SESSION - MEMBERS DEFAULT UTILITY FUNCTION (MDUF) BRIEFING An update on Members Default Utility Function will be provided in this session. Seamus Collins, Executive Manager Portfolio Implementation, Mine Super PLENARY 4 - STUCKFLATION - WHAT DOES IT HAVE TO DO WITH GLOBAL MARKETS? ASI 2018 Program V1 3

Jim McDonald of Northern Trust will share his stuckflation and transactionalism theories and their relationship with technological forces and the shift away from globalism.

4 Jim McDonald of Northern Trust will share his stuckflation and transactionalism theories and their relationship with technological forces and the shift away from globalism. Jim McDonald, Executive Vice President and the Chief Investment Strategist, Northern Trust (USA) Proudly supported by our Premium Partner 10:00 AM 10:30 AM MORNING TEA 10:30 AM FORUMS #3 11:25 AM FORUM 3A - SHAREHOLDER ENGAGEMENT: AN EVOLVING LANDSCAPE Our panel will address the challenges around shareholder engagement including where to begin, who should be making contact and what should the discussion should entail. PANEL: Dr Michael Viehs, Associate Director ESG Integration, Hermes Investment Management Mike Harut, CFA, Manager, Equities Research and Engagement, ACSI 11:30 AM FORUMS #4 12:40 PM FORUM 4A WHEN IS THE NEXT DOWNTURN COMING? Hear from two global thought leaders on their predictions of when (and if!) the next GFC might hit. FORUM 3B - EMERGING MARKETS: THE PAST, PRESENT AND THE FUTURE Have emerging markets lived up to the hype? Where is the future for this asset class, which has changed dramatically over the past 10 years? Juan Carlos Botero, Chief Investment Officer, SURA Investment Management (King Irving Funds Management) Jai Jacob, Managing Director and Portfolio Manager/Analyst, Lazard Asset Management FORUM 4B - WHAT S ON THE REGULATORS RADAR From the members outcomes test through to disclosure requirements, this session will provide an update on what the regulators are focusing on and ASI 2018 Program V1 4

5 Dr Stephen Kinsella, Associate Professor of Economics, University of Limerick (IRL) Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital how this could impact your fund s investment operations. 12:40 PM 1:35 PM LUNCH Proudly supported by our Premium Partner 1:35 PM CONCURRENT SERIES #2 2:35 PM 2A - BUY, SELL OR HOLD? Three experienced fund managers will share their thinking behind holding, or selling, specific stocks. Andy Gardner, CFA, Investment Manager, AMP Capital Global Equities Sally Warneford, Equity Analyst, Schroders Catherine Allfrey, Principal and Portfolio Manager, WaveStone Capital 2B - INTRODUCING GREEN ALPHA A relatively new concept in investment metrics, Green Alpha quantifies what proportion of total returns from an asset investment can be attributed to sustainability and energy efficiency initiatives. This session will provide an overview of Green Alpha and highlight how it is making its way into superannuation funds portfolios. Roy Maslen, Chief Investment Officer Australian Equities, AllianceBernstein 2C - KEEPING YOUR PRIVATE MARKETS SUSTAINABLE 2:40 PM 3:40 PM PLENARY 5 - WHAT DOES THE IRISH MAN KNOW? Dr Stephen Kinsella s year-long sabbatical in Australia is coming to an end. In this Plenary session, the renowned economist will reflect on what he has learned about Australia, our investment landscape and the super sector. Dr Stephen Kinsella, Associate Professor of Economics, University of Limerick (IRL) ASI 2018 Program V1 5

3:40 PM 4:00 PM AFTERNOON TEA 4:00 PM CONCURRENT SERIES #3 5:00 PM 3A - CIO SESSION: INVESTING IN INNOVATION Funds are constantly under pressure to find innovative ways of increasing efficiencies and

6 3:40 PM 4:00 PM AFTERNOON TEA 4:00 PM CONCURRENT SERIES #3 5:00 PM 3A - CIO SESSION: INVESTING IN INNOVATION Funds are constantly under pressure to find innovative ways of increasing efficiencies and output, whilst maintaining strong returns for members. This session will provide insights into what one super CIO thinks about innovation and its place in the fund. Sam Sicilia, Chief Investment Officer, Hostplus 3B - THE TECHNICAL ASPECTS OF DEBT Gabrielle Munzer, Senior Business Development Manager, Challenger Investment Partners 3C ACCESSING ASIAN EQUITIES With the recent introduction of China A shares into two global indices, this session will examine the potential role for these shares your fund's portfolio. Aaron Macksey, CFA, Portfolio Manager Asia ex-japan, Maple- Brown Abbott Dominique D avrincourt, Investment Manager Listed Assets, HESTA Sarkis Tepeli, Principal Consultant, Frontier Advisors 6:30 PM CONFERENCE DINNER 10:00 PM FRIDAY 7 SEPTEMBER, :00 AM FORUMS #5 9:55 AM FORUM 5A FORUM 5B - HOW ARE INTEREST RATES AFFECTING YOUR INVESTMENT PERFORMANCE? 9:55 AM 10:15 AM MORNING TEA 10:15 AM CONCURRENT SERIES #4 11:10 AM 4A DIGGING INTO PRIVATE 4B EQUITY 4C THE APRA INVESTMENT REVIEW PROCESS ASI 2018 Program V1 6

7 The consensus is that investing is about to get a lot harder, in both public and private markets. Compiling and examining unbiased data to research private markets is exceptionally difficult given the nature of current regulations. In this session, our panel will discuss new research undertaken by Harvard, MIT, and State Street using previously unexplored data on fees and performance, and discuss the outlook and expectations for private markets. Gain insights into what APRA requires of funds during an investment review Daniel H. Gerard, Head of Advisory Solutions APAC, State Street Global Exchange 11:15 AM 12:10 PM PLENARY 6 THE FUTURE OF ENERGY Sunlight, wind and rain are shaping the future of renewable energy. Our panel will discuss the opportunities, risks and challenges facing the environment and communities, and its relevance for trustees and super funds. Fiona Holyoake, Director, Infrastructure Lead Advisory (ILA), PwC 12:10 PM CONFERENCE CLOSE 12:15 PM 12:15 PM LIGHT LUNCH Proudly supported by our Premium Partner ASI 2018 Program V1 7

Understand the challenges facing Europe Opportunities for Australian super funds in this rapidly changing landscape

Understand the challenges facing Europe Opportunities for Australian super funds in this rapidly changing landscape TUESDAY 5 SEPTEMBER ASI 2017 Charity Golf Day TIME: 11:30am: Light lunch and registration 12:30pm: Shotgun start LOCATION: Links Hope Island Golf Course WEDNESDAY 6 SEPTEMBER 8:45am - CONFERENCE OPEN 8:55am