ONLINE EVENT | Date: 27th May (09:30 am - 16:00 pm)
conference
4th ANNUAL ASSET ALLOCATION ANDPERFORMANCE MANAGEMENT 2021 ONLINE CONFERENCE
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About Online Conference
This mini-conference provides valuable insights into asset allocation strategies including life cycle products, the use of derivatives in asset allocations and the perennial debate of active versus passive strategies.
Who Should Attend:

Asset Allocations heads and managers, CIOS, Investment strategists and senior portfolio managers from Super funds, Insurance funds, Banks; independent financial advisers, private wealth advisers,fund managers, charities and foundation organisations, legal and tax advisers, economists, financial behaviour specialists, university department heads, researchers,analysts and media commentators,as well as other key industry stakeholders

THIS IS AN ONLINE EVENT
If you cannot make it to the live Online Conference, we can send you the recorded session after the event.

Asset Allocation Speakers
Learn speakers of the 4th Annual Asset Allocation & Performance Management 2021 .
Executive Director at JANA Investment Advisers
KERI PRATT, Non Executive Director, Guild Group & General Manager Defined Benefits Assets & Liabilities, State Super (SAS Trustee Corporation)
Chief Investment Officer, Jevons Global Pty Ltd
RAEWYN WILLIAMS, Former Managing Director, Research, Parametric Portfolio Australia
Principal at Athena IOC
Director, Asia Pacific Marketing at Northfield Information Services Asia Ltd
CFA, Portfolio Manager Retirement Strategy Aware Super
Executive Director, The Conexus Institute, Former Chief Investment Officer, Mine Super
Director, Cutter Associates
CEO & Director, GI Asset Management Limited
Business Development, Ortec Finance
Director, GatewayInvest Consulting
Trustee Director, Local Government Super
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Asset Allocation & Performance Management 2021 Schedule
Learn schedule, program and topics of the 4th Annual Asset Allocation & Performance Management 2021.

Opening Remarks From The Chair

SPEAKER:

KYLE RINGROSE
Principal Consultant Athena IOC

  • The role of unlisted assets in the late stages of a lifecycle
    strategy. Higher or lower allocation?
  • The paradox of lower volatility potentially leading to
    higher risk for long term investors
  • The different role of long duration and short duration
    fixed income in lifecycle strategies
  • Different methods to define life cycle member cohorts
  • Criteria in determining asset allocations for each cohort
  • Translating your strategic objectives into strategic asset
    allocation

  • How to deal with long term objectives and short term
    constraints

  • How conscious rebalancing helps your risk management
  • Evaluating the decision process; how to grasp the added
    value of strategic and tactical decisions
    • SPEAKER:

      MAURITS VAN JOOLINGEN
      Business Development,
      Ortec Finance

  • The definition of “Growth” and “Defensive” assets. The pros and cons of a more prescriptive definition
  • What a more prescriptive definition might look like
  • The major differences between industry, retail and SMSF asset allocations. Who has got it right or are they all wrong?
  • The risks and rewards of a 100% allocation to growth assets over a superannuation fund’s members over their lifetime
  • The default asset allocation “herd mentality”. Are super funds too cautious to move away from the pack?
  • Currency allocations. The “magic number” for overseas currency exposure and why

MODERATOR:

KYLE RINGROSE
Principal Consultant Athena IOC

PANEL MEMBERS:

JOHN COOMBE, Executive Director
at JANA Investment Advisers

DAVID BELL, Executive Director, The Conexus Institute, Former Chief Investment Officer, Mine Super

AMANDA RETHUS
Director, GatewayInvest Consulting

SANDI ORLEOW
Trustee Director, Local Government Super

  • Converting economic views into asset class expected returns
  • Quantifying the true diversification offered by listed and unlisted asset classes
  • Regime detection in volatility, correlation, and
    macro-economic series
  • Evaluating the performance of internal strategies and external managers
  • Distinguishing between luck & skill.
  • What drives super fund equity allocation decisions?
  • How have equity portfolio structures evolved through time… and where are they heading?
  • Research on tax blockers to ongoing equity portfolio evolution and suggested decision framework
  • What the current pandemic crisis and mounting fiscal
    debt brings to the thinking about super fund equity portfolio evolution
  • What is required to understand our members and their
    investment needs?
  • Looking past the average to consider member cohorts
  • Measuring members’ likely retirement outcomes
  • How can this inform asset allocation decisions and default
    investment strategies?
  • Why a member first approach is even more important in
    retirement
  • Asset allocation lessons learned during COVID-19
  • The value of a “Reference” portfolio in performance
    attribution
  • Attribution of risk and return in asset allocation
    decisions
  • Have “defensive” assets justified their description?
  • Has the use of derivatives contributed to investment
    risk in volatile markets?
  • The growing interest in low cost, passive superannuation fund member options

MODERATOR:

KYLE RINGROSE
Principal Consultant Athena IOC

PANEL MEMBERS:

KERI PRATT
Non Executive Director, Guild Group & General Manager Defined Benefits Assets & Liabilities, State Super (SAS Trustee Corporation)

KINGSLEY JONES CFA
Chief Investment Officer,
Jevons Global Pty Ltd

ROB LECK
Director, Cutter Associates

Registation Packages
Prices and offers for the 'Asset Allocation & Performance Management 2021'
SINGLE REGISTRATION PRICING: EARLY REGISTRATION
PAY before 31st March
$590 + GST

save $100

SINGLE REGISTRATION PRICING: NORMAL REGISTRATION
PAY after 31st March
$690 + GST

An event not to be missed!

GROUP REGISTRATION:
Register before 31st March
$2,070 + GST

(Access Given to Unlimited Members)

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Conference Resource
Download a copy of the brochure.
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