CHANGING HORIZONS,
THRIVING FUTURES

The world is straddling multiple inflection points. Informed decision-making to ensure thriving futures for Australia’s superannuation fund members has never been more vital. To help make sense of the kaleidoscope of changing investment horizons, ASFA – the voice of super – is proud to launch its inaugural Investment Summit. Designed specifically for superannuation investment teams working at strategy and portfolio level, this conference brings together the brightest minds, most innovative speakers and power players under the theme Changing Horizons, Thriving Futures to meet the challenges and opportunities of a changing world.

Days
Hours
Minutes
Seconds

WORLD-CLASS SPEAKERS

The ASFA Investment Summit will bring together visionaries, industry leaders, and thought leaders that shape the future of investment. This summit is a platform for insights, strategic discussions, and transformative ideas. Our speakers are at the forefront of their fields, bringing invaluable perspectives on the latest trends and opportunities in the investment world.

Headlining our speaker lineup is Anthony Scaramucci, founder and co-managing partner of alternative asset manager Skybridge, and communications director to former US President Donald Trump. His in-person keynote will be followed by an audience Q and A examining what a possible second Trump presidency could mean geopolitically and for investors around the world. With a long career in investment and an infamous stint in politics, he is uniquely placed to deliver insights from US financial and political epicentres.

AGENDA

Gathering in Newcastle, the heart of Australia’s energy transition, delegates will see first-hand the net-zero economy coming to life through site tours and have an opportunity to meet the communities transitioning from carbon-heavy industries to clean energy jobs, and understand the impact investment decisions have on them.

The agenda includes sessions on key strategic issues such as geopolitics, tech innovation, portfolio construction for an aging population and the net zero economy. The ASFA Investment Summit 2024 is a must attend event to inform future portfolio decision making with cutting-edge insights and strategies.

*Agenda subject to change

Time
Session
Speakers

2pm

Arrival of delegates

3pm

Welcome & Port Tour
The Port of Newcastle is not only the East Coast’s largest deepwater port, it is also home to the landmark Clean Energy Precinct, positioning the Hunter Region as a global diversified energy gateway. Join the guided boat tour to see how developments including the Precinct, the Kooragang Island Hydrogen Hub and offshore wind projects are bringing net-zero investments to life.

Mary Delahunty
Chief Executive Officer, ASFA

5.30pm

Return to Rydges Hotel for evening drinks

Time
Session
Speakers

6:45am

Breakfast registration

7:30am

Networking Breakfast Event
The net-zero transition has huge impacts not only for investments, but on communities. At this special meet-and-greet breakfast, hear from and talk with locals and energy workers living through the transition about the real-world impacts of this seismic shift.

Cr Declan Clausen
Deputy Mayor, Newcastle and Director, Active Super

Justin Page
Hunter Jobs Alliance

9:15am

Welcome

Mary Delahunty
Chief Executive Officer, ASFA

9:25am

Welcome to Country

9:35am

Session 1: Opening Keynote

TBC

10:10am

Session 2: Panel – Risk Sequencing
How do we manage risk within our portfolios for an ageing population in a decumulation environment?

Anna Shelley
Chief Investment Officer, AMP

Justine O’Connell
Head of Portfolio Construction, Australian Super

Mary Delahunty
Chief Executive Officer, ASFA
(Moderator)

10:40am

Session 3: Banks of Tomorrow?
The private credit opportunity is tipped to grow to US$2.3 trillion over the next five year as banks cede territory, but how do superannuation funds weigh the risk vs reward of private debt against equity?

Bill McWilliams
Chief Investment Officer, MaxCap Group

Patrick Winsbury
Country Head Australia, Moody’s Investors Service

Lillian Nunez
Executive Director, Co-Head of Australian Diversified Credit, Debt Investments, IFM Investors

11:15am

Morning Tea

11:35am

Session 4: Keynote – Generative AI in Investment Ops
Microsoft’s Director of Financial Services lays out the opportunities for generative AI in investment operations, what it can and can’t do, and where the future is headed.

Rebecca Engel
Director, Financial Services Industry, Microsoft

12:00pm

Session 5: Panel – Beyond Data Centres – AI Winners and Losers
Some of Australia’s leading thinkers in AI and the CIO of REST, which has invested heavily in data centres, discuss what will be the impact of generative AI and other machine learning on asset classes, and where investors should be looking.

Rebecca Engel
Director, Financial Services Industry, Microsoft

Andrew Lill
Chief Investment Officer, Rest Super

Dr. Stefan Hajkowicz
Chief Research Consultant, CSIRO

12:35pm

Breakout 1: AI vs ESG
Decoding the effect of AI on the E, S and G of investment, presented by the authors of the CSIRO’s framework to help investors identify and manage emerging artificial intelligence risks and opportunities by building on existing environmental, social and governance foundations.

Jessica Cairns
Head of ESG and Sustainability, Alphinity Investment Management

Dr. Liming Zhu
Research Director, CSIRO Data61

Steve Whatmore
Global Head of Private Capital, QIC

 

Breakout 2: TBC

Breakout 3: Changes in Investment Governance
From the Board determining every investment to the establishment of Investment Committees and complex delegation frameworks, veteran investors reflect on the pathway investment governance has taken, and where it is heading

Mark Burgess
Chair, Investment Committee, Australian Retirement Trust

1:10pm

Lunch

2pm

Session 6: Fireside Chat – Liquidity Management
A dynamic and robust liquidity management framework is essential to navigate uncertainties and maintain stability during volatile periods. How can Australia super funds benefit from liquidity opportunities while considering key factors such as price, size, duration, and collateral guidelines.

Filippo Santilli
Director of Cross Sales, Markets, BNY

2:30pm

Session 7: Panel – Overcoming Energy Transition Roadblocks
The path to net-zero is paved with roadblocks and headwinds.  How do investors navigate the short-term barriers and risks to benefit from the long-term shift to clean energy?

 

Dr. Mary Manning
Chief Investment Officer, National Reconstruction Fund Corporation (NRFC)

Jiren Zhou
Portfolio Manager – Infrastructure & Real Assets, Aware Super

3:15pm

Afternoon Tea

3:35pm

Session 8: Lightning Session – Vanguard Super
Two years since Vanguard Super launched to disrupt the superannuation system in Australia what has its experience been? Vanguard Australia CEO Daniel Shrimski shares insights and lessons from its launch.

Daniel Shrimski
Managing Director, Vanguard Australia

4pm

Session 9: Cities as an Investment
The global curve of urbanisation means that cities are the places will be where the world’s key performing assets will increasingly be held. Good urbanisation mean high performing assets, and bad urbanisation will produce bad performing assets. Greg Clark, leading global urbanist, discusses how to pick the right cities and assets to invest in.

Prof. Greg Clark CBE
Writer, Board Chair, and Senior Advisor on cities, transport, built environment, and place leadership

5pm

Afternoon Drinks at Rydges Hotel

6.30pm

Sponsor Dinners

Time
Session
Speakers

7:30am

Breakfast at leisure

8:30am

Welcome

8:35am

Session 10: Keynote – Anthony Scaramucci
Few people are better placed to understand what a potential second Trump presidency will mean for the world and for investors than Anthony Scaramucci. In this Australian exclusive, in-person keynote and Q&A, President Trump’s former communications advisor, and co-managing partner of alternative asset manager and investment advisor Skybridge Capital reveals his analysis and takes your questions.

Anthony Scaramucci
Founder and co-managing partner, SkyBridge Capital

Mary Delahunty
Chief Executive Officer, ASFA
(Q&A Moderator)

9:30am

Session 11: Panel – Investing In Asia
South East Asia is projected to become the world’s fourth-largest economy by 2040, after the US, China and India, but is significantly underweight in Australian superannuation portfolios. Leaders in South East Asian finance, including the head of Indonesia’s sovereign wealth fund, join a power panel outlining the growth opportunities.

Emily Woodland
Head of Sustainable and Transition Solutions, APAC, BlackRock

Tarang Khimasia
Head – Funded Distribution, Asian Development Bank

Dr. Ridha Wirakusumah
Chief Executive Officer, Indonesian Investment Authority

10:20am

Morning Tea

10:40am

Breakout 1: Panel – Total Portfolio Approach
Total portfolio approach has adopted more widely over the last decade. Is it right for superannuation postures? Proponents and the less enthusiastic make their case.

Ian Patrick
Chief Investment Officer, Australian Retirement Trust

Jeff Brunton
Head of Portfolio Management, HESTA

Sue Brake
Former CIO, Future Fund (Australia) and Member of Investment Risk & Advisory Panel, Monetary Authority of Singapore

Tanya Branwhite
Former Head of Portfolio Construction, TCorp (Moderator)

Breakout 2: Navigating Reputational Landmines
Boards and CEOs are increasingly having to deal with stakeholder and member activism in response to investment decisions. One of Australia’s leading communications specialists discusses how to avoid reputational landmines, and how to respond effectively when challenges arise.

Adam Sims
Managing Partner, FMRS Advisory

Madeleine Morris
Journalist, broadcaster and consultant
(Moderator)

11:30am

Session 12: What the Hell is Quantum?
The GenAI revolution has been described as ‘just the warm-up lap for quantum’. One of Australia’s leading quantum researchers gives a not-to-be-missed session to get investors ahead of the curve in their thinking about how quantum is going to affect everything.

Prof. Andrew G. White
Professor of Physics & Australian Laureate Fellow, University of Queensland

12pm

Session 13: Panel – Monsters Under The Bed
What keeps CIOs up at night? Top investors discuss the risks and opportunities they foresee in the near future and longer term.

Seamus Collins
Chief Investment Officer, Mine Super

Brett Chatfield
Chief Investment Officer, Cbus Super

Alison Tarditi
Chief Investment Officer, Commonwealth Superannuation Corporation (CSC)

12:40pm

Wrap up and Close of Summit

Mary Delahunty
Chief Executive Officer, ASFA

12:45pm

Lunch followed by optional tour and / or departure to airport / Sydney

PRICING

There are a limited number of tickets available to the ASFA Investment Summit. There are two different types of tickets available – Asset Owners and others.

Registration inclusions:

  • Access to all Summit sessions 
  • Access to the official Summit app  
  • All tours including transport
  • Welcome Drinks Reception  on the 3rd September
  • Breakfast event on 4th September
Early bird rates

Including GST and valid until August 2, 2024.

Asset Owner member (Fund)

Asset Owner non-member (Fund)

Member

Non-member

$1,980

$2,574

$2,200

$2,860

Asset Owner member (Fund)

$1,980

Asset Owner non-member (Fund)

$2,574

Member

$2,200

Non-member

$2,860

VENUE

Rydges Hotel, Newcastle

Situated on the east coast of New South Wales, Newcastle boasts golden sandy beaches, a breathtaking coastline, and a beautiful working harbour. The city’s charm extends from its vibrant cafes, restaurants, and bars to its unique architecture and rich history, spanning from the heart of the city to the suburbs.

As the beating heart of the Hunter region, Newcastle seamlessly blends laid-back coastal life with a bustling urban environment filled with dining, events, and nightlife.

Image credit: City of Newcastle

ACCOMMODATION & TRANSPORT

ASFA has partnered with Ozaccom+ to reserve accommodation close to the Investment Summit venue (Rydges, Newcastle) at great rates.

Accommodation rates

All accommodation rates are valid for the Investment Summit only if booked through Ozaccom+. Rates are quoted on a per-room, per-night basis only. Rates and all information are current at the time of publication and are subject to change without prior notification.

Transport

ASFA in conjunction with Ozaccom are organising return delegate coaches from the below locations for Investment Summit.

  • Sydney Airport
  • Sydney CBD
  • Newcastle Airport

Further details will be provided closer to the event, but please complete your details and transport requests at the Ozaccom Portal.

Have a question?

For all accommodation enquiries, please contact Ozaccom+

+61 7 3854 1611 or toll free: 1800 814 611 (within Australia)

ozaccom@ozaccom.com.au

PARTNER WITH US

The inaugural ASFA Investment Summit will unite senior investment professionals and decision-makers from the superannuation industry, including CIOs, CEOs, C-suite executives, Heads of Portfolio Strategy, Trustees, and key leaders. Partnership opportunities, though limited, offer selected organisations unparalleled advantages: enhanced brand awareness, platforms for thought leadership, and access to a network of top-tier industry leaders and decision-makers. This is a unique chance to position your organization at the forefront of the investment landscape and forge valuable connections within the industry.

Why Partner

  • Access key stakeholders who are senior professionals and decision makers in the investment industry.
  • Stay connected to industry issues and trends.
  • Build brand awareness with investment professionals at a premier industry conference.
  • Marketing opportunities, including visibility on the conference website and associated marketing material.
  • Opportunity to demonstrate your company’s commitment to the industry.
  • Opportunity to build and reinforce strategic relationships.

Frequently Asked Questions

If a delegate can no longer attend the Investment Summit, cancellations up to and including Friday 27 July, 2024 will receive a full refund. Substitutions must be received in writing by Wednesday 30 August, 2024. Read the full terms and conditions here.

No, registration and ticket prices associated are for the full event only. Delegates will not be able to subtract session from their event. All fully paid registrations are entitled to all sessions.

Registration cannot be purchased for multiple parties. Delegates must always display their name badge. The Investment Summit runs over three days and we would hate for you to miss out on any of it.

Yes, but full payment must be received 30 days after receipt of invoice or at least 14 days prior to the event date, whichever date may fall first. Please be mindful that your registration is not confirmed until payment has been received.

All Ozaccom+ bookings (booked on the Investment Summit event rate) include free cancellation seven days prior to your arrival date. All cancellations must be made in writing to Ozaccom at madonnam@ozaccom.com.au. Cancellations by telephone will not be accepted.

Travel insurance is recommended. You will need to organise this yourself and be aware of what your policy entails.

Visit the membership section of the ASFA website to check to see if your organisation is already a member, download an application if they are not. If you would like to speak to someone from the membership team, please call ASFA on 02 9264 9300 or 1800 812 798.

Yes, if you fill in the ‘special requirements’ section when you register, we’ll ensure special meals are prepared for you. Please allow four weeks’ notice before the event. On site you will be informed of where to collect your meals. Please note our focus is on providing dietary meals for those that have allergies, religious restrictions or follow specific diets (e.g. vegetarian, vegan). While we will endeavour to cater to delegate’s requests, it is not always possible for venues to cater to a delegate’s specific dietary palate.

Members can receive up to 13 CPD points based on their session attendance. This includes sessions watched on demand after the Investment Summit.

If an individual is unable to attend the Summit due to illness/symptoms related to COVID-19, substitutions will be allowed at no cost. Read the full terms and conditions here.

Yes, please find link here to accommodation and travel portal managed by Ozaccom. Further details will be provided closer to the event, but ASFA will be running select coach transport to and from;

  • Sydney Airport
  • Sydney CBD
  • Newcastle Airport

Please refer to the Rydges guest parking options here.

Limited cloak room space is available at the Rydges Event Space. We advise you to ask your hotel to store your luggage.

Investment Summit attire is business casual. As room temperatures can/will vary, we recommend bringing a jacket.

AEST (Australian Eastern Standard Time)

The ASFA Conference is proudly brought to you by the Association of Superannuation Funds of Australia (ASFA), the peak policy, research and advocacy body for Australia’s superannuation industry.

ASFA respectfully acknowledges the Traditional Custodians of the land on which the ICC now stands. We pay our respects to Elders past and present, and recognise their enduring contribution to the culture and spirit of the land.

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