11.00 THE SUPERANNUATION SYSTEM IN DETAIL

Transcription

1

2 New York October 18, 2012 The Westin Times Square, New York, NY Draft Agenda (Subject to change without notice) 8.30 Registration and welcome coffee 9.00 Welcome and introduction Colin Tate, chief executive of Conexus Financial and conference chair Conexus Financial is Australia s leading media and events company for the financial services sector 9.15 AUSTRALIAN MARKET OVERVIEW The economic environment in Australia As many of the world s nations face volatile economic conditions, the Australian economy is uniquely positioned. This presentation by one of Australia s leading economists will outline the country s economic environment. Alan Oster, group chief economist, National Australia Bank Followed by Q&A 9.50 The Australian system Author of the Melbourne Mercer Global Pension Index, Dr David Knox, will outline the distinguishing attributes of the Australian system and how it compares, both now and into the future, with other retirement income systems. He will also discuss the reasons why the Australian system performs consistently well on the index rankings. David Knox, senior partner, Mercer Followed by Q&A Morning tea THE SUPERANNUATION SYSTEM IN DETAIL Introduction and key statistics This outline of important statistics in the superannuation market will introduce the key players and consultants, and how investors gain access to crucial decision-makers. Stephen Wells, head of superannuation funds, Financial Institutions Group, National Australia Bank

3 11.15 Australia s trustee system This session will outline the trustee system that underpins the superannuation system in Australia. It will give you access to the way trustees are elected, the way investment and other committees are designed and implemented, and how decisions are made. Fiona Reynolds, chief executive of AIST Investment governance and decision-making in large Australian pension funds What are the decision-making processes of investors in the Australian market and what asset classes are institutional investors looking to allocate to. Do they have investment committees, how often do they meet, how do they tender mandates and how do they use investment consultants? Sam Sicilia, chief investment officer, HOSTPLUS Lunch 1.30 THE MARKET FOR MANAGERS Who are the funds managers already present in the Australian market? This introduction will outline who your competitors are, what asset classes they represent, who is winning (and losing) and what the projected trends are. Colin Tate, chief executive, Conexus Financial 1.45 Market entry There are many ways for offshore fund managers to enter the Australian market, including fly-in-fly-out, using a third-party distribution provider and setting up a presence. This session will outline the key considerations in the initial stages of entering the Australian market, devising an appropriate distribution strategy and establishing an Australian-domiciled vehicle. Matthew Allen, solicitor and associate director, sales and relationship management, Perpetual Corporate Trust Perpetual is a leading provider of specialist trustee and business services to other financial institutions

4 2.15 Third-party marketing What is a third-party marketer and what type of service providers is this relationship appropriate for? This session will outline the mechanics of using a third-party marketer to assist in securing mandates in Australia. Sheridan Lee, principal, Shed Enterprises Shed is a public relations and third-party marketing consultancy specialising in financial services, investment and corporate communications 2.45 Afternoon tea 3.15 Hitchhiker s guide to Australia There are many ways to distribute institutional products in Australia. This session will explore the opportunity in the Australian market and the distribution models for the institutional and retail markets and will include short case studies based on Macquarie Professional Series fund managers. Adrian Stewart, head of Macquarie Professional Series Macquarie is a leading provider of banking, financial, advisory, investment and funds management services 3.45 THE BUSINESS OF FUNDS MANAGEMENT IN AUSTRALIA The important considerations in setting up an office in Australia include technical, corporate, tax and talent. Establishing and maintaining a compliant funds management business This session examines some of things of which to be mindful when opening a funds management business in Australia and showcases some of the successes and failures of foreign fund managers who have migrated there. Mary Kay Walker, chief operating officer, Lumina Lumina is a leading provider of specialist outsourced accounting services to the financial services and funds management industries 4.15 Identifying the right talent People are arguably a company s most valuable asset. This session will outline the pool of talent in Australia, the executive-search market for organic growth including benchmark for salaries and alternative entry model options such as Investment team acquisitions, strategic JV s and the multi boutique options David Dawson, managing director, Primary Asset Consulting (PAC) PAC is Australia s leading funds management executive search and advisory firm

5 4.45 What is the future of asset allocation in Australia This closing panel session will address the future of asset allocation by large institutional investors in Australia. How is the landscape changing and how are investors responding to that. It will outline the predictable investment trends by Australian superannuation funds. David Knox, senior partner, Mercer and Sam Sicilia, chief investment officer, HOSTPLUS 5.30 Conference close and cocktail function sponsored by the Victorian Government and introduction by its Commissioner for the Americas, Michael Kapel