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ASFA Investment Summit 2026

About this event

Rewiring Capital for a New Era: A One-Day Summit for Investment Leaders

Australia’s foremost investment executives and leading global managers come together for a high-impact one-day forum examining the strategic investment themes shaping 2026.

Gain actionable insights on delivering investment excellence amid a constantly changing investment landscape characterised by increasing geopolitical and market fragmentation, structural change, evolving central bank policy and increased reliance on AI and data. An expert lineup will explore:

  • Navigating Structural Change and Monetary Policy – critical insights into global economic decisions impacting structural market shifts and central bank monetary policies
  • Sport as an Asset Class – the role of investment in sport as a diversifier with potential to generate impactful investment returns, economic and societal change.
  • Data: A transparency tool in Portfolio Management – a discussion on how data and AI are being tasked with providing “look-through” transparency into complex investments to meet regulatory demands.
  • The ‘S’ in ESG: Safeguarding human rights – insights into how ESG managers safeguard human rights when making investment decisions in fields such as climate change, energy transitions and large scale business transformations impacted by AI.

 

If you’re making investment decisions and shaping your organisation’s investment strategy, this is the room to be in.

Details

The Art Gallery of NSW

27 August, 2026
9:00am – 5:00pm

Pricing (incl. GST)

Member: $900.00
Non Member: $1,170.00

Asset Owners
Member: $695 pp
Non Member: $895 pp

Group bookings of 5+

Member: $750 pp
Non-Member: $980 pp

Contact ASFA Events to arrange a group of 5+

 

Attendees earn 5 CPD points for this event.

Program

8:30 am Registration Opens
9:00 am
Welcome & Opening Remarks
9:10 am
Session 1: Navigating structural change and monetary policies

As the interplay between permanent economic transformations and the regulatory tools used to manage them continues, the panel will provide insights into the latest macroeconomic trends impacting central bank policies and investment markets.

  • Sally Auld, Executive Chief Economist, NAB
  • Ben Jarman, Chief Economist and Head of FX and Interest Rate Strategy for Australia and New Zealand, JP Morgan
  • Hani Kablawi, Executive Vice Chair, BNY
  • Chair: Madeleine Morris, Chief Strategy, Corporate Affairs & Experience Officer, ASFA
9:45 am
Session 2: In conversation with CIOs

In this session hear first-hand from CIOs the challenges and opportunities facing the investment market and their plans for the next 2-5 years.

  • David Bell, Executive Director, The Conexus Institute
  • Damian Graham, Group Chief Investment Officer, Challenger
  • Anna Shelley, Chief Investment Officer, AMP
  • Chair: John Pearce, Chief Investment Officer, UniSuper
10:20 am Morning Tea
10:50 am
Session 3: Reflections on Managing Liquidity

The panel will discuss how liquidity has emerged as a critical strategic focus and liquidity management techniques are increasingly integrated and forward-focused to match investment trends with long-term performance goals.

  • Chandu Bhindi, Head of Liquidity, AustralianSuper
  • Joseph Hoffman, Chief Executive Officer, Mesirow Currency
  • Chair: Stephanie Malon, Partner, Allens
11:25 am
Session 4: The 'S' in ESG: Safeguarding human rights

Gain insights into how ESG managers ensure that human rights are safeguarded when making investment decisions in fields such as climate change, energy transitions and large scale business transformations impacted by AI.

  • Kate Griffiths, Executive Manager, Research and Policy, ACSI
  • Fiona Reynolds, Chair, Australian Ethical Super
12:00 pm
Session 5: Geopolitics, Energy and Risk

This session will discuss how the triad of geopolitics, energy and risk are directly impacting portfolio performance as the opportunities created by digital transformation are placing increased demand on electricity and other critical resources, affordability pressures and decarbonisation goals further straining already tense geopolitical relationships.

  • Jeff Chee, Global Head of Investment Research, IFM Investors
  • Brett Lewthwaite, Chief Investment Officer and Head of Fixed Income, Macquarie Asset Management
  • Tony Wood, Senior Fellow, Energy and Climate Change Program, Grattan Institute
12:35 pm Lunch
1:35 pm
Session 6: The Future of Portfolio Investment Strategy

This session will unpack how the world is increasingly splitting into distinct economic and technological blocs and the future of investing is moving towards a ‘consider everything’ and ‘best of the best’ approach creating portfolios based on themes such as artificial intelligence and the energy transition, and region-specific strategies, requiring an investment rethink.

  • Oleg Ruban, Head of APAC Research, MSCI
  • Chair: Prashanthi Nadarajah, Principal Consultant, JANA
2:10 pm
Session 7: Sport as an asset class

The panel of experts will discuss the role of investment in sport as a diversifier with potential to generate impactful investment returns, economic and societal change.

  • Stephanie Guirco, Head of Investments, AFL
  • Holly Ransom, Chief Executive Officer, Emergent Global
  • Sandra Sweeney, Sports Practice Lead, Deloitte
2:45 pm Afternoon Tea
3:15 pm
Session 8: Private Markets - Are super funds becoming like sovereign wealth funds?

With the superannuation system expected to triple in size by 2045, super funds are allocating more heavily to private markets and real assets, drawing comparisons with the scale and strategy of sovereign wealth funds. The panel explores the advantages these assets offer, from diversification to long-duration, inflation-linked returns, and how funds weigh the associated liquidity and valuation risks against members’ long-term needs.

  • Marina Pasika, Head of Private Markets, REST
  • Will Walker, Chief Investment & Development Officer, Real Estate, IFM Investors
3:50 pm
Session 9: Harnessing AI and Data for Value and Alpha Generation

The panel of experts will discuss how AI and data are being tasked with many functions including the generation of alpha, transparency, and the harnessing of diverse, large and proprietary data sets for value generation.

  • Will Liang, Chief Executive Officer, Amplify AI Group
  • Louisa Roberts, Head of Aladdin Client Engagement, Australia & New Zealand
4:25 pm
Closing Remarks
4:30 pm Networking
5:30 pm Event Close

Speakers

Sally Auld

Executive Chief Economist, NAB

Speaker Bio

Sally Auld
Executive Chief Economist, NAB

Sally Auld is the Chief Economist at NAB. Previously, she was JBWere’s Chief Investment Officer. Prior to this, Sally worked at JP Morgan, where she was Managing Director, Chief Economist and Head of Economic & Markets Research for Australia and New Zealand.

Sally holds a Bachelor of Economics (First Class Honours) from the University of Sydney, a Master of Economics from the University of Sydney, and a Doctorate of Philosophy in Economics from Oxford University.

She is currently Chair of the SCEGGS Darlinghurst Ltd Board and a member of the Finance and Investments Committee for the Children’s Medical Research Institute. Sally is also a member of the Grattan Institute’s Public Policy Committee and a Board Member of the AJBCC.

David Bell

Executive Director, The Conexus Institute

Speaker Bio

David Bell
Executive Director, The Conexus Institute

Dr David Bell is executive director of The Conexus Institute and is an active researcher (industry and academic) in the areas of retirement, superannuation, investment management and governance. David completed his PhD at UNSW, with a focus on asset allocation problems related to lifecycle modelling.

David’s industry career experiences include the role of chief investment officer at Mine Super, founder and director of his own consulting firm (St Davids Rd Advisory), and 12 years at Colonial First State Global Asset Management (now First Sentier), mainly leading the fund-of-hedge funds investment team. David was a co-founder of financial newsletter Cuffelinks (now Firstlinks), and developed, and for 12 years taught, the hedge funds elective at Macquarie University’s Applied Finance Centre.

Jeff Chee

Global Head of Investment Research, IFM Investors

Speaker Bio

Jeff Chee
Global Head of Investment Research, IFM Investors

Jeff Chee is IFM Investors’ Global Head of Investment Research, a newly created role within Clients & Strategy and the third pillar of the Product Strategy & Innovation function. Based in Melbourne, Jeff is responsible for establishing and leading IFM’s global investment research capability, ensuring research remains central to the organisation’s long-term, client-aligned investment approach.

His focus includes enhancing how IFM’s data, insights and experience are leveraged to support long-term client outcomes; improving how insights are developed, tested and applied; and building the research, tools and frameworks needed to design more flexible and customised investment solutions. Jeff works closely with the Global Client Solutions team on ideation and research, incorporating client feedback while providing industry trends, competitor analysis and investment insights to support broader client and asset owner engagement.

Jeff brings more than 25 years of global investment experience. Prior to joining IFM, he served as Head of Portfolio Strategy at WTW, where he advised major asset owners around the world on strategic research and portfolio design. His experience spans sovereign wealth funds, pension funds and large superannuation funds across Asia, the Middle East, Australia and New Zealand.

Stephanie Giurco

Head of Investments, AFL

Speaker Bio

Stephanie Giurco
Head of Investments, AFL

Stephanie Giurco is Head of Investments at the AFL, where she leads investment management, corporate development and balance sheet strategy to support the organisation's long-term financial sustainability.

She has more than 18 years of experience across investment management, asset management, governance, risk and major transactions. Prior to joining the AFL, Stephanie spent over a decade at AustralianSuper, most recently as Head of Investments Governance & Accountability, where she led investment risk and governance across a $400 billion investment portfolio and was a member of the Investments Leadership Team.

Stephanie is a Graduate of the Australian Institute of Company Directors (GAICD) and holds degrees in Law (Honours) and Science from the University of Melbourne. She brings extensive experience advising boards and executives on capital allocation, governance and long-term value creation.

Damian Graham

Group Chief Investment Officer, Challenger

Speaker Bio

Damian Graham
Group Chief Investment Officer, Challenger

Damian was appointed Group Chief Investment Officer in January 2026. Prior to this, Damian was
Chief Investment Officer at Aware Super for 10 years. Damian has also held investment leadership
roles at StatePlus, Macquarie Group and J.P. Morgan.

Kate Griffiths

Executive Manager, Research and Policy, ACSI

Speaker Bio

Kate Griffiths
Executive Manager, Research and Policy, ACSI

Kate is responsible for leading the team that delivers for ACSI’s research and policy program, working with ACSI members to cover a range of financially material ESG issues and provide guidance on good corporate practice and regulatory reforms that contribute positively to the sustainability of markets. Kate was formerly the Head of Governance, Risk and Audit Committee and Disclosure and a Company Secretary at BHP, and, prior to that, a senior associate at Blake Dawson (now Ashurst). Kate is also a non-executive director of Barwon Water and Chair of its Risk Committee. Kate holds a Bachelor of Laws (with honours) and a Bachelor of Arts. She is a barrister and solicitor of the Supreme Court of Victoria and a graduate of the Australian Institute of Company Directors Course.

Joseph Hoffman

Chief Executive Officer, Mesirow Currency

Speaker Bio

Joseph Hoffman
Chief Executive Officer, Mesirow Currency

Joseph Hoffman is Chief Executive Officer in Mesirow Currency. Joseph leads the team to match investment trends with customized solutions to meet clients’ needs. Under Joseph’s leadership, assets under management have grown from $77 billion in August 2017 to over $230 billion in March 2026. He led the acquisition of The Cambridge Strategy, a UK-based currency alpha investment firm in October 2018, and developed Fiduciary FX, an agency and fiduciary program for trading currencies for institutional investors. Joseph is also a member of Mesirow's Board of Directors.

Prior to joining Mesirow, Joseph worked at Russell Investments where he spent 20 years focused on currency and derivatives. He co-founded Russell Investment’s Currency Implementation business and managed over $60 billion in currency assets.

Joe earned a Bachelor of Science from Central Washington University and a Master of Science in finance from Seattle University. He holds the FINRA Series 3, 7, 30, 24 and 63 licenses, is a CFA® Charterholder and is a member of the CFA Society of Chicago. He is also Chair of the Foreign Exchange Professionals Association (FXPA), a Washington-based organization that represents the collective interests of professional foreign exchange market participants.

Ben Jarman

Chief Economist and Head of FX and Interest Rate Strategy for Australia and New Zealand, J.P. Morgan

Speaker Bio

Ben Jarman
Chief Economist and Head of FX and Interest Rate Strategy for Australia and New Zealand, J.P. Morgan

Ben Jarman is Chief Economist and Head of FX and Interest Rate Strategy for Aus/NZ at J.P. Morgan. He joined JPM in 2009 and has run macro research since February 2020. Ben is the primary voice for JPM’s macro views in the region, responsible for forecasting and analysis of economies and markets, development of trade ideas across cash and derivatives, and publication of related research. His team consistently ranks top 3 in the Extel/Institutional Investor polls in both equities and fixed income, and has been #1 or #2 ranked forecaster of Australian interest rates in the Focus Economics awards for the last eight years. In 2024 he was ranked #1 interest rate forecaster by the Australian Financial Review. He holds a BSc (Math, University of London) and a PhD in Economics (University of Sydney).

Hani Kablawi

Executive Vice Chairman, BNY

Speaker Bio

Hani Kablawi
Executive Vice Chairman, BNY

As Executive Vice Chair, Hani leads BNY's strategy, business, client relationships and teams across Middle East, Africa and Asia Pacific. He is member of BNY’s Executive Committee, and of the senior committees that oversee business management, client, risk, people and culture. He also serves on a number of the bank's subsidiary boards in Europe and the Middle East.

Hani is Vice Chair of the advisory council of the Official Monetary and Financial Institutions Forum (OMFIF), and serves on the board of UK Finance, the British trade association for the UK banking and financial services sector.

Since joining the bank in 1997, Hani has held a number of leadership roles in New York, London and the UAE. Hani is a Chartered Financial Analyst and has previously worked for HSBC in New York.

Will Liang

Chief Executive Officer, Amplify AI Group

Speaker Bio

Will Liang
Chief Executive Officer, Amplify AI Group

Will Liang is the CEO of Amplify AI Group, a consulting firm which specialises in helping superannuation funds on their AI journey. Amplify AI Group have trained executives and investment professionals who collectively manage over $1.1 trillion in assets under management. Our value proposition is our industry practitioners' knowledge of asset owners and managers with true AI expertise, as recognised by our global speaking engagements.

With over 18 years’ experience leading AI, data and technology, Will was CTO for MA Asset Management, served as enterprise architect and CIO for Macquarie Capital Asia Pacific as part of a decade at Macquarie Group, and led KPMG’s national regulatory technology practice.

His interest in data analytics and artificial intelligence has been long standing and includes travelling to Harvard for professional development in data and AI in 2019.

Will is recognised internationally for his technology leadership, including as a Top Voice on Linkedin for Data Science and AI and was named as a Global Top 100 Data and Analytics leader by Corinium. He was also named the Top 100 CIO in Asia by CIO.com. In Australia, he was awarded an honorary fellowship at UTS for his work on AI education in 2024.

Will is a sought-after speaker and his most high profile keynote was at the TEDxSydney event on AI and humanity.

Stephanie Malon

Partner, Allens

Speaker Bio

Stephanie Malon
Partner, Allens

Stephanie is a Partner in the Funds, Superannuation and Financial Services group at Allens. Stephanie specialises in advising superannuation trustees on their investments, regulatory, governance and procurement work. She has assisted many of Australia's largest superannuation trustees on their most strategically important matters, including complex superannuation fund mergers, major regulatory change projects, investments across a range of asset classes and regulatory investigations and disputes.

Madeleine Morris

Chief Strategy, Corporate Affairs & Experience Officer, ASFA

Speaker Bio

Madeleine Morris
Chief Strategy, Corporate Affairs & Experience Officer, ASFA

Madeleine Morris is ASFA’s Chief Strategy, Corporate Affairs and Experience Officer.

Madeleine joined the team in January 2025 having previously consulted to ASFA.  Prior to that she enjoyed a long career in Australian and international media, including as the finance presenter of ABC News Breakfast, senior reporter for 7.30, presenter of ABC/RMIT FactCheck and 11 years in London at the BBC as a reporter and presenter on BBC World television and radio.  She has reported from over 20 countries, including the US where she was Washington Reporter for the BBC. She has won numerous journalism awards, including a prestigious UK One World Media Award and is also a published author.

Madeleine holds a Bachelor of Arts from the University of Queensland, and post-graduate qualification from the London School of Economics and UTS. She is a graduate of the Australian Institute of Company Directors and is a director of South-East Community Links in Melbourne.

Prashanthi Nadarajah

Principal Consultant, JANA

Speaker Bio

Prashanthi Nadarajah
Principal Consultant, JANA

Prashanthi is a Principal Consultant with a focus on providing consulting services to some of Australia's largest superannuation funds. Prashanthi is a member of the JANA Investment Committee (JIC) and has also been a member of the JANA Platform Investment Committee (JPIC) and the JANA Research Committee (JRC). Prashanthi has spent a number of years in both the Alternative Investment Strategies Research Team and the Australian Equities Research Team during her time at JANA.

Prashanthi holds a Bachelor of Commerce in Finance and a Master of Commerce (Honours) from the University of New South Wales.

Marina Pasika

Head of Private Markets, Rest

Speaker Bio

Marina is Head of Private Markets at Rest, where she is responsible for the strategy, construction, and management of the fund's private markets portfolio. She oversees investments across real assets, private equity and other alternative asset classes, with a focus on generating long-term value for Rest's predominantly young membership base.

She is a passionate advocate for systems-led investing, innovation in portfolio construction and building high-performing investment teams. She is particularly interested in how global structural shifts— including decarbonisation, digitalisation, demographic change and the reshaping of supply chains—create long-term investment opportunities across both traditional and emerging sectors and translating these opportunities into differentiated portfolio outcomes for members.

Marina joined Rest in 2020. Prior to her current role, Marina built and led Rest's Private Equity and Growth Alternatives teams and portfolios and has played a key role in evolving the organisation's approach to portfolio construction and investment decision-making.

Prior to joining Rest, Marina worked in the private equity team at the Future Fund for 9 years, where she invested in private equity funds and co-investments.

Marina previously worked in the Investment Banking Division of Goldman Sachs, where she advised Australian corporations on mergers and acquisitions and financing transactions.

She has a Bachelor of Commerce and Bachelor of Laws (Honours) degree from the University of Melbourne.

John Pearce

Chief Investment Officer, UniSuper

Speaker Bio

John Pearce
Chief Investment Officer, UniSuper

John joined UniSuper in 2009 and is responsible for the management of our investment functions. John has over 35 years’ experience in the financial services industry both in Australia and Asia. He has held several senior positions including Chief Executive Officer and General Manager, Investments for Australia's largest asset management company Colonial First State from 2000 to 2006.
From 2006 to 2008 John was the Head of Global Asset Management for Ping An, which is China's second largest insurance company. John has a degree in economics and a Masters in applied finance. He has also completed a Program for Management Development at Harvard Business School. John served as a non-executive director on the Treasury Corporation of Victoria Board from 2015 to 2024.

Holly Ransom

Chief Executive Officer, Emergent Global

Speaker Bio

Holly Ransom
Chief Executive Officer, Emergent Global

Holly Ransom is the CEO of Emergent Global and author of The Leading Edge. She is renowned for driving transformative initiatives in leadership development, diversity, and innovation across corporate, non-profit, and public sectors, and for empowering leaders worldwide to navigate change and drive real-world impact.

Fiona Reynolds

Chair, Australian Ethical Super

Speaker Bio

Fiona Reynolds
Chair, Australian Ethical Super

Fiona Reynolds is an independent director and advisory board member working across the business and investor sectors on ESG and sustainability issues. Fiona served as the CEO of the Principles for Responsible Investment (PRI) for just under a decade, stepping down at the beginning of 2022.

Fiona is the Chair of Australian Ethical Superannuation, the UN Global Compact Network Australia and Finance for Peace; she also serves on the Board of Frontier Advisors and the Achieve Foundation. She is the President of FAIRR and the Coller Pension Institute and is on a number of Advisory Committees working across the sustainability and pensions space both in Australia and Globally including the Advisory Committee for the NSW Commissioner for Anti-Slavery and the Australian Human Rights Institute.

Fiona has 30 years' experience in the sustainability, financial services, superannuation and pension sector. She joined the PRI from the Australian Institute of Superannuation Trustees (AIST), where she spent seven years as CEO.

Louisa Roberts

Head of Aladdin Client Engagement, Australia & New Zealand, BlackRock

Speaker Bio

Louisa Roberts
Head of Aladdin Client Engagement, Australia & New Zealand, BlackRock

Louisa Roberts is the Head of Aladdin Client Business (Australia & New Zealand), managing strategic relationships and ensuring that clients maximise the value they receive from BlackRock’s enterprise investment systems, Aladdin & eFront.
Louisa holds a Bachelor of Mathematics and Finance (BMathFin) from the University of Technology, Sydney, and a Bachelor of Economics (BEc) majoring in pure mathematics and accounting from the University of Sydney.

Oleg Ruban

Head of APAC Research, MSCI

Speaker Bio

Oleg Ruban
Head of APAC Research, MSCI

As Head of APAC Research, Oleg Ruban leads a team that conducts research and assists institutional clients in the Asia Pacific region on their investment decisions leveraging MSCI solutions.

Prior to joining MSCI in 2008, Oleg worked as an emerging market economist and a quantitative strategist at Dresdner Kleinwort. Oleg began his professional career as a graduate
trainee in derivative sales at the Royal Bank of Scotland.

Oleg has an undergraduate degree in Economics and Management from the University of Oxford and MSc degrees from the University of Warwick and Manchester Business School.
He also has a PhD in Finance from Manchester Business School, where his topic was studies in emerging market debt.

Anna Shelley

Chief Investment Officer, AMP

Speaker Bio

Anna Shelley
Chief Investment Officer, AMP

Anna is the Chief Investment Officer at AMP, a diversified financial services business, providing banking, investment, superannuation and retirement services to more than 1 million customers. At AMP over the last 5 years, Anna’s team have near halved the fees to superannuation members and improved performance of the flagship products from bottom to top or second quartile.
Anna has an extensive background in investment management, investment advice and product strategy and development. Anna was previously CIO at profit-to-member industry funds, Catholic Super & Equip Super, and has also worked in product and investment research & advisory roles at some of Australia’s largest investment firms and asset consultants.

Sandra Sweeney

Sports Practice Lead, Deloitte

Speaker Bio

Sandra Sweeney
Sports Practice Lead, Deloitte

Sandra Sweeney leads Deloitte’s Australian Sports Practice. Sandra has worked with professional sport, national sporting organisations, peak bodies, government sports entities and community sport throughout her career. Bringing her skills as a marketer and technologist, and her knowledge of the Australian sports ecosystem, Sandra has a unique understanding of the challenges and opportunities facing sport over the next decade and leads a team of sports specialist that are focused on maximising the green and gold runway as a catalyst for transformation in sport.

She has a life-long love of sport having been a high-level netball player, and now a rower, and President of her community rowing club, Canberra Rowing Club. She is a passionate advocate for the value of sport, the positive impact that it has on individuals and communities.

Will Walker

Chief Investment & Development Officer, Real Estate, IFM Investors

Speaker Bio

Will Walker
Chief Investment and Development Officer, Real Estate, IFM

Will is responsible for identifying and acquiring investment opportunities for IFM Investors’ Real Estate funds and leads the firm’s property development function, unlocking existing assets' development potential and seeking an opportunistic pipeline to support long-term, sustainable returns for clients.

Will brings over 25 years of experience in the real estate industry, having held senior roles at ASX listed property groups, Lendlease and Mirvac for 15 years. Prior to joining IFM Investors, Will was Chief Investment and Development Officer at ISPT. He also worked as Executive General Manager Development and Head of NSW for Cbus Property where he influenced the design and execution of the company strategy, with specific accountability for all activity related to driving Cbus Property’s development growth strategy and leading the NSW business.

Will holds a BA in Property Economics from University of Technology Sydney, Masters of Business Law from Sydney University, Master of Applied Finance from FINSA and a Diploma of Construction Management from Oten.

Tony Wood

Senior Fellow, Energy and Climate Change Program, Grattan Institute

Speaker Bio

Tony Wood
Senior Fellow, Energy and Climate Change Program, Grattan Institute

Tony is the Energy and Climate Change Senior Fellow at Grattan Institute. He was previously the Program Director, from 2011 to 2025, and before then worked at Origin Energy in senior executive roles for 14 years.

From 2009 to 2014 he was also Program Director of Clean Energy Projects at the Clinton Foundation, advising governments in the Asia-Pacific region on effective deployment of large-scale, low-emission energy technologies. In 2008, he was seconded to provide an industry perspective to the first Garnaut climate change review.

In January 2018, Tony was awarded a Member of the Order of Australia in recognition of his significant service to conservation and the environment, particularly in the areas of energy policy, climate change and sustainability. In October 2019, Tony was elected as a Fellow to the Australian Academy of Technology and Engineering.

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Lanyard Partner