- The Standard Risk Measure (SRM) and its continuing value to members
- The definition of “risk” for a superannuation fund member
- Viewing risk from the perspectives of Trustees
- Measuring risk for retirees
- Traditional risk measures in the context of long horizon superannuation fund investing
- Risks of unlisted investment assets
- The importance of investment time horizons in measuring investment risk
- The different investment risks faced by accumulation and pension members
- Investment risk for super funds
- Sequencing risk
- Longevity risk
- Moving towards addressing retirement risks for superannuation fund members
- The key risks as members approach and enter retirement
- Life cycle strategies – Making sense of Life Cycle Investment options.
- Unlisted asset investments
- Valuations of unlisted assets
- The risks of unlisted assets
- Risks from the Trustee perspective
- The risks to superannuation fund members of inadequate advice
- Member advice in a perfect world and the importance of advice in reducing risk to members
RISK 2024 Speakers
Learn speakers of the RISK 2024 Superannuation Risk 2024
Chief Risk Officer, Brighter Super
Non Executive Director Guild Group & General Manager Defined Benefits Assets & Liabilities, State Super
Non-Executive Independent Director
Partner at BDO in Australia
Director, Investment Risk and Performance Analytics, Morningstar Investment Management Australia
Head of Risk, Brighter Super
Group Chief Executive Officer, Mine Super
Executive Manager, Governance at First Super
Senior Advisor, Global Advisory Board Member, Castle Hall
Director, Global Enterprise Cloud & Technology Consulting, Protiviti
General Manager, Investment Risk, Rest ·
Research Director, Conexus Institute and Associate Professor, ANU
Executive Director, The Conexus Institute
Independent Consultant & Advisor
Executive Director - Delivery at Kyudo
Chief Executive Officer at Gateway Network Governance Body Ltd
Strategic Advisor, KPMG Australia
Director, Notwithoutrisk Consulting
Director, McGing Advisory & Actuarial
Senior Consultant, Cutter Associates
Director, Operational Risk, Battleground Group Pty Ltd
Co-Founder/Chief Executive Officer at BCyber (Invited)
Partner, Superannuation & Asset Management Assurance Leader, PricewaterhouseCoopers
General Manager Risk, Superannuation, Iress
Head of Advisory, QMV
Partner, Deloitte
Director at Adaptive Cultures
Head of Enterprise Risk Management at Aware Super
Associate Director – Legal, Risk and Compliance, Kaizen Recruitment
Managing Partner, Legal & Prudential
ESG MIDOM Solutions
Founder, ESG MIDOM Solutions
General Manager Enterprise Risk, HESTA
Manager, Risk Analytics & Audit, UniSuper
Head Of Sustainability at JANA Investment Advisers
Senior Risk Manager - Frameworks & Assurance, Aware Super
Chief Risk Officer, Qantas Super
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SUPPORTING SPONSORRISK 2024 Schedule
Learn schedule, program and topics of the RISK 2024 Superannuation Risk 2024
DELEGATE REGISTRATION & COFFEE
STEPHEN HUPPERT
Independent Consultant & Advisor
• What role do alternative investments play in managing investment risk for super funds, and what are the
associated challenges?
• Implementing the revised SPS 530 on Investment Governance
• What are the considerations for super funds when selecting and monitoring external investment managers to ensure effective risk management?
MODERATOR:
SANDI ORLEOW
Non-Executive Independent Director
PANBEL MEMBERS:
STEPHANIE LYONS
General Manager, Investment Risk, Rest
MOHAMED AHMED
Senior Consultant, Cutter Associates
IAIN PERRY
Director, Investment Risk and Performance Analytics, Morningstar Investment Management Australia
DAVID BELL
Executive Director, The Conexus Institute
Speakers:
Sandi OrleowNon-Executive Independent Director
Iain PerryDirector, Investment Risk and Performance Analytics, Morningstar Investment Management Australia
Stephanie LyonsGeneral Manager, Investment Risk, Rest ·
DAVID BELLExecutive Director, The Conexus Institute
MOHAMED AHMEDSenior Consultant, Cutter Associates
• Liquidity risk
• Valuation risk
• Tracking error under the Your-Future-Your-Super performance test
• Impact on rebalancing and portfolio shape
• Governance challenges
DAVID BELL
Executive Director, The Conexus Institute
Trustees of superannuation funds are in the business of managing a very broad array of risks. In the fiduciary relationship of managing other people's money, the law is oriented towards ensuring that members and the financial system are protected from the consequences of a wide range of risks.
• The importance and benefits of risk taking in personal and business contexts
• The very wide range of risks that the financial system, trustees, and members are exposed to
• Not all risks are alike, and what kinds of risk can trustees adopt greater appetite or tolerance; and
• How an appropriate control mix can empower risk taking with confidence.
JONATHAN STEFFANONI
Managing Partner, Legal & Prudential
11:00 MORNING COFFEE & NETWORKING
• What should superannuation funds be doing to be in a FAR-ready state
ROZ TESKEY
Partner, Deloitte
Speakers:
This session would focus on the ideal vision of a superannuation regulation, the consulting prior to implementing, the implementation from an operational risk and compliance perspective and leading through these changes.
MODERATOR:
AMANDA CHISHOLM
Director - Legal, Risk and Compliance, Kaizen Recruitment
PANEL MEMBERS:
JUSTINE GORMAN
Head of Enterprise Risk Management at Aware Super
GEOFF ROONEY
Partner at BDO in Australia
HAYLEY POPE
Executive Manager, Governance at First Super
12:40 LUNCH BREAK & NETWORKING
• Influence of differing income objectives
• Interpreting ‘sustainability and stability’ of income
• Impact of investment, longevity, inflation and other risks to income
• Role of lifetime income streams in managing income risk
• Soliciting member risk preferences through an income lens
GEOFF WARREN
Research Director, The Conexus Institute and Honorary A/Prof, ANU
• A RMF has to have regard to the size, business mix and complexity of the Fund
• Avoiding the need for rectification
• Distinguish strategic risk assessment from compliance
• Concise and effective documentation
NEEKHIL SHAH
Director, McGing Advisory & Actuarial
2:50 AFTERNOON TEA & NETWORKING
How to meet the APRA CPS230 Operational Resilience requirements, this also covers leveraging Cloud Resilience and uplifting critical operations, simulating and testing the failure of all the critical operations within the Bank/Insurance provider.
ARCHANA YALLAJOSULA
Director, Global Enterprise Cloud & Technology Consulting, Protiviti
• Importance of embracing technological advancements
to enhance risk management processes.
• Role of Technology in Risk Identification and Assessment
• Utilization of data analytics and artificial intelligence (AI) or identifying and assessing risks
• Implementing Risk Mitigation Strategies through Technology
• Enhancing Cybersecurity Measures
MIA LANDER
Strategic Advisory, KPMG Australia
In an era of increasing digitization, cybersecurity threats pose significant risks to organizations of all sizes. This session will discuss the latest cyber threats, effective cybersecurity measures, incident response strategies, and the role of technology in mitigating cyber risks.
MODERATOR:
JOE MCDAVITT
Director, Operational Risk at Battleground
PANEL MEMBERS:
KAREN STEPHENS
Co-Founder/ Chief Executive Officer at BCyber
MICHELLE BOWER
Chief Executive Officer at Gateway Network, Governance Body Ltd
VASYL NAIR
Group Chief Executive Officer at Mine Super
CLOSING REMARKS FROM THE CHAIR
1 hour networking drinks
8:20 DELEGATE REGISTRATION & COFFEE
STEPHEN HUPPERT
Independent Consultant & Advisor
CAITLIN HUDSON
Head of Risk, Brighter Super
MODERATOR:
AMANDA CHISHOLM
Director - Legal, Risk and Compliance, Kaizen Recruitment
PANEL MEMBERS:
SHAWN CHAN
Chief Risk Officer, Brighter Super
SUZETTE THURMAN
Chief Risk Officer, Qantas Super
• The three lines of defence model has long been a cornerstone of risk management frameworks, but in today's rapidly evolving landscape, is it still the most effective approach?
• As superannuation funds face increasingly complex risks, it's crucial to examine whether the three lines of defence model is adapting to meet these challenges
MODERATOR:
NICOLE OBORNE
Partner, Superannuation & Asset Management Assurance Leader, PricewaterhouseCoopers
PANEL MEMBERS:
RHIANNON RICHARDSON
General Manager Enterprise Risk, HESTA
CHANTEL O'CONNELL
Manager, Risk Analytics & Audit, UniSuper
CARLI JANE SCHEIBER
Senior Risk Manager - Frameworks & Assurance, Aware Super
10:50 MORNING COFFEE & NETWORKING
• Whether a merger, a system change or other transformation, most superannuation funds are dealing with a significant change in their business. One of the drivers of success will be how they manage the risks involved.
• Over time and over budget: is it inevitable
• Whose problem is it: the consultant, the vendors, the trustees?
MODERATOR:
MICHAEL QUINN
Senior Partner at Novigi
PANEL MEMBERS:
TERRY KYLE
Executive Director - Delivery at Kyudo
CORA SPEED
General Manager Risk - Superannuation, Iress
PETER DEANS
Director, Notwithoutrisk Consulting
• The impact of the Mark McVeigh case
• Implications of ESG on long term investment returns
• Ensuring the fund can demonstrate ESG compliance
• Reputational risk
MODERATOR:
STEPHEN HUPPERT
Independent Consultant & Advisor
PANEL MEMBER:
KERI PRATT
Non Executive Director Guild Group & General Manager Defined, State Super
ALEX WISE
Chief Operating Officer, Wealth of Nations
Impact Asset Management
RACHEL HALPERN
Head Of Sustainability at JANA Investment Advisers
12:40 LUNCH BREAK & NETWORKING
• An interactive session that explores the inherent risks of mindsets and worldviews for effective risk management.
• How mindsets and worldviews affect our listening and perception.
• Ways we use assumptions in sensemaking.
• What this all means for embedding effective risk practices and improving risk culture.
ANDREW BROWN
Director and Co-Founder of Adaptive Cultures
June 19, 2024
14:50
INTEGRITY RISK GOVERNANCE - FUTURE PROOFING THE BUSINESS AND SEIZING OPPORTUNITIES
A governance framework that informs and directs enterprise conduct of business in line with its values, standards, settings, and long-term commercial performance.
Three Critical Drivers and Actions:
1.Doing the right thing – by building and evidencing enterprise trustworthiness
2.Setting and incentivizing the targeted behaviours – by aligning conduct of business standards with enterprise
structures, practices, performance and rewards
3.Informing timely governance – empowering a timely management response and remediation to enterprise governance failures across the spectrum of Integrity Risk
PETER HANLON
Founder, ESG MIDOM Solutions
JEFF OUGHTON
ESG MIDOM Solutions
• Different solutions for different members
• The need for tailored solutions to address risk
• Analysing the key risks and their relevance to retirees
• The extent to which the age pension can be the ultimate risk mitigator
MODERATOR:
STEPHEN HUPPERT
Independent Consultant & Advisor
Closing remarks from the chair
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