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 & Offshore 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.

Please register your interest here to attend this tour.

Mary Delahunty
Chief Executive Officer, ASFA

Craig Carmody
CEO, Port of Newcastle

Nick Livesey
CFO & CCO, Port of Newcastle

Hugh Fitzsimons
Division Director, Macquarie Asset Management

5.30pm

Networking Drinks sponsored by Port of Newcastle | Rydges Hotel

Time
Session
Speakers

7:15am

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.

Venue: Crown and Anchor, 6/11 Union St Newcastle, a short 5 minute walk away from the Rydges Hotel

Cr Declan Clausen
Deputy Lord Mayor, City of Newcastle
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: Gen AI in Investment Ops
Microsoft’s Director of Financial Services, and Blackstone’s Global Chief Technology Officer lay out the opportunities for generative AI in investment operations, what it can and can’t do, and where the future is headed.

Rebecca Engel
Head of Capital Markets, Microsoft Australia and New Zealand

John Stecher
Chief Technology Officer, Blackstone (US)

Louise Watson
Country Head ANZ, Natixis
(Moderator)

10:15am

Session 2: 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

Richard Boyfield
Head of Consulting, Investments & Retirement, Mercer

Nicki Ashton
Head of Financial institutions Sales and Solutions, Citibank
(Moderator)

10:50am

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

Graeme Mather​
Partner, Antler
(Moderator)

11:25am

Morning Tea

11:45am

Session 4: 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

Louise Watson
Country Head ANZ, Natixis
(Moderator)

12:30pm

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
Head of Private Equity, QIC

Marie Cardaci
Deputy Head of Responsible Investing, Frontier Advisors
(Moderator)

Breakout 2: 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

Deirdre Wroth
Director, Mine Super

Adam Vise
Group Treasurer, GM – Strategy & Impact, Australian Unity

Mary Delahunty
Chief Executive Officer, ASFA
(Moderator)

1:10pm

Lunch

2pm

Session 5: 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

Ed Tomlinson
Chief Investment Officer, Future Super
(Moderator)

2:30pm

Session 6: 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

Kirsten Hannan
Managing Director, MAM Green Investments

Daniela Jaramillo
Head of Sustainable Investing, Australia, Fidelity International
(Moderator)

3:15pm

Afternoon Tea

3:35pm

Session 7: 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

Madeleine Morris
Journalist, broadcaster and consultant
(Moderator)

5pm

Afternoon Drinks at Rydges Hotel

6.00pm

Private Dinner – partnered by Macquarie (invite only)

Time
Session
Speakers

7:30am

Breakfast at leisure

8:30am

Welcome

8:35am

Session 8: 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 9: 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 (Hong Kong)

Tarang Khimasia
Head – Funded Distribution, Asian Development Bank (Singapore)

Dr. Ridha Wirakusumah
Chief Executive Officer, Indonesian Investment Authority (Indonesia)

Jemma Beattie
Strategic Investment Advice Leader, Mercer
(Moderator)

10:20am

Morning Tea

10:40am

Breakout 3: 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 4: 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 10: 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

Scott Durbin
Chief Executive Officer, Commonwealth Bank Group Super
(Moderator)

12pm

Session 11: 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)

Sue Wang
Partner, Head of Public Markets, Pacific, Mercer

Vicki Doyle
Chief Executive Officer, Rest Super
(Moderator)

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

1:30pm

Onshore Port Tour
For over 80 years, the BHP Steelworks in Newcastle were a leading global manufacturer of steel, employing up to 11,000 locals. Since the steelworks closure 25 years ago in 1999, the 90-hectare site has undergone extensive remediation, with Port of Newcastle now bringing the site back to life through a Multipurpose Terminal, introducing a range of cargoes. The site is also the location the Port will build it’s Newcastle Deepwater Container Terminal, the first in Australia to accommodate Ultra Large Container Vessels (ULCV).

ASFA and Port of Newcastle welcome you to tour the Multipurpose Terminal with detailed Q&A facilitated by Wayne Mabbott, Cargo Logistics Manager, Port of Newcastle and Madeleine Morris.

Please register your interest here to attend this tour.

Wayne Mabbott
Cargo Logistics Manager, Port of Newcastle

Madeleine Morris
Journalist, broadcaster and consultant

2:30pm

Tour concludes

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
Full Summit rates

Including GST.

Asset Owner member (Fund)

Asset Owner non-member (Fund)

Member

Non-member

$2,475

$3,218

$2,750

$3,575

Asset Owner member (Fund)

$2,475

Asset Owner non-member (Fund)

$3,218

Member

$2,750

Non-member

$3,575

Day rates

Including GST.

Tuesday – 3 September

Wednesday – 4 September

Thursday – 5 September

Member

$600

$1,375

$1,030

Non-member

$760

$1,720

$1,290

Asset Owner member (Fund)

$540

$1,160

$915

Asset Owner non-member (Fund)

$690

$1,490

$1,175

Tuesday – 3 September

Member

$600

Non-member

$760

Asset Owner member (Fund)

$540

Asset Owner non-member (Fund)

$690

Wednesday – 4 September

Member

$1,375

Non-member

$1,720

Asset Owner member (Fund)

$1,160

Asset Owner non-member (Fund)

$1,490

Thursday – 5 September

Member

$1,030

Non-member

$1,290

Asset Owner member (Fund)

$915

Asset Owner non-member (Fund)

$1,175

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

PARTNERS

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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