Monday, May 5. Tuesday, May 6. Welcome cocktails. Conference opening Colin Tate, chief executive, Conexus Financial

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2 Monday, May 5 6:00pm Welcome cocktails Tuesday, May 6 8:30am 9:00am 9:05am 9:40am 10:30am 11:00am 11:35am Registration Conference opening Colin Tate, chief executive, Conexus Financial Corporate performance: the foundation of investment returns The investment world is increasingly influenced by macroeconomic and geopolitical considerations. New investment strategies are being developed around esoteric, derivate, or trading techniques to manage risk and reward. Does corporate development and success have the same relevance today as in the past? Can active investment strategies that focus on corporate fundamentals still identify and capture alpha opportunities? Speaker: Ken McAtamney, partner, co-portfolio manager, William Blair A reassessment of emerging market equities The original reason to invest in emerging markets was their rapid growth, but with some of these economies becoming more advanced and growth slowing down, how does one reassess the rationale for investing in this space? Joshua Bloom, portfolio manager international equities, SunSuper David Vella, portfolio manager growth assets, First State Super Chair: Warwick Boys, head of institutional, Perpetual Morning tea Implementing dynamic asset allocation This session will consider the time frames of DAA decisions, the governance and whether some schemes should consider it at all. It will look at the role of asset consultants and explore the lessons to be learnt from several case studies. Speaker: David Bell, chief investment officer (as of July 2014), AUSCOAL Chair: Amanda White, editor, Top1000funds Dynamic asset allocation strategies In the current market environment what opportunities are there to add value with DAA? What factors should be used in making allocation decisions? It will also consider whether DAA applies to styles of investing as well as asset classes. Mark Delaney, chief investment officer, AustralianSuper Matt Hopkins, portfolio manager, AMP Capital Ruben Feldman, associate director, market development, STOXX Chair: Amanda White, editor, Top1000funds

3 12:30pm 1:30pm 2:10pm 2:50pm 3:20pm 4:30pm Lunch Infrastructure: is there a price bubble forming? A report issued by Frontier Advisors in January raised concern over a growing demand for real assets outstripping supply. Given the relatively high holdings of Australian investors in infrastructure, might this be an opportunity to sell? Sonya Sawtell-Rickson,senior director, QIC Fiona Trafford-Walker, director of consulting, Frontier Advisors Peter Johnston, executive director, Hastings Funds Management Making sense of sovereign bond valuations Quantitative easing has caused sovereign bond valuations and yield to depart from any easily understood fundamentals and subsequently they have lost credibility. This has led to superannuation funds withdrawing allocations to developed nation debt. What is the future for this asset class in a super fund portfolio? Andrew Morgan, senior portfolio manager, QSuper Ian Lundy, chief investment officer, Retirement Benefits Fund Rick Rieder, chief investment officer, fundamental fixed income and co-head of Americas fixed income, BlackRock Afternoon tea CIO panel Q&A Four chief investment officers answer topical investment questions. Janice Sengupta, chief investment officer, Aon Hewitt Jonathan Armitage, co-head of Jana Stephen Merlicek, chief investment officer, IOOF Craig Turnbull, chief investment officer, LGS The ideal mix of Australian equity mandates What is the optimal mix of Australian equity managers? Some favour a mix of investment styles, others a mix of market segments. What is current best practice in this space? What is the role of a passive manager and of an in-house manager in this mix? Stuart Birkett, portfolio manager, Mercer Investment Consulting Sonia Bluzmanis, investment manager, Colonial First State Paddy McCrudden, head of portfolio management and strategy, scientific active equities, BlackRock Chair: Ben Griffiths, senior investment consultant, manager research, Towers Watson 5:30pm 6.30pm Conference close Pre-dinner drinks Echoes Restaurant

4 7.00pm Conference dinner Echoes Restaurant Wednesday, May 7 8:45am 9:30am 10:15am 10:35am 11:15am 12:00pm 1:00pm A pre-retirement case study: to derisk or not to derisk? Cbus reveals the analysis behind its assessment of whether to derisk their default path between the ages of 50 and 65, based on modelling of investment outcomes and member preferences. While Rice Warner reveal research on the subject and look at the need for members to have part of their portfolio liquid for spending and part for investing. Tim Ridley, investment strategy manager, CBUS Michael Berg, senior consultant, Rice Warner Chair: Jen Driscoll, CEO Australia and New Zealand, Alliance Bernstein Achieving low-volatility retirement income portfolios Market downturns can be catastrophic for those in retirement. Low volatility and diversification are prized. What protections are on offer for retirement portfolios and how far do these limit growth opportunities? Speaker: Michael Pryce, managing director, Denning Pryce Morning tea Evidence and best practice on smart beta A look at recent research on the efficacy and the characteristics of smart or advanced beta approaches framed by State Street Global Advisor s experience in this style of investing since This will include information on how large institutions are using smart beta elsewhere and it will explore how these strategies can interact with more traditional passive or active styles. Speaker: Jonathan Shead, head of portfolio strategists, State Street Global Advisors ESG as a tool for enhancing returns This session will explore evidence that good governance does translate into good performance, or at least that bad governance translates into bad performance. Saker Nusseibeh, managing director, Hermes Paul Murphy, executive manager, Australian Council of Superannuation Investors David Rae, head of asset allocation, NZ Superfund Chair: Kate Hage, reporter, Investment Magazine Lunch The state of the art on risk analysis tools Leading funds have brought in services offering up-to-the-minute risk analysis of their portfolios. Other than determining dynamic asset allocation and meeting stress-testing requirements from APRA, what are the uses of these tools? Michael Anderson, executive director MSCI Justin Pascoe, chief investment officer, Victorian Funds Management Corporation Chair: Sean Scallan, sales director, Conexus Financial

5 1:45pm Inflation protection What tips can be given to portfolios most sensitive to keeping pace with inflation? Speaker: Dr Ben McCaw, senior investment analyst, Jana Chair: Chris Condon, head of Chris Condon Financial Services 2:15pm 3:00pm The intersection of challenges from a trustee s perspective This session will discuss the dilemmas trustees face over the need to spend more money, to change investment decision making structures and to weigh up the cost-benefit analysis of each decision. Fiona Trafford Walker, director of consulting, Frontier Advisors Conference close