ASI 2006 Presentations

Click here for PDF versions of the Presentations.

ASI 2006 Program

Click here for a PDF version of the Program.

Monday, 28 August 2006

10:30am-12:30pm

Tully Rooms 1 & 2

Ground Floor
Cairns International Hotel

AIST Conference Primer- "Optional Extra" - For more information please click here!

Speakers: Kristian Fok, Senior Consultant, Frontier Investment Group; Allison Minchinton, Consultant, Frontier Investment Group

Proudly sponsored by AIST

AISTLogo

12:30pm-2:00pm

Twin Peaks

Level 3

Cairns International Hotel

Welcome Lunch - For more information please click here!

Special Guest Speaker: Adam Elliot, Academy Award winning Director

Proudly sponsored by Challenger Financial Services Group

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2:00pm-2:10pm

Conference Opening

Speaker: Garry Weaven, Chair, Industry Fund Management & Director CMSF

2:10pm-3:10pm

Global Climate Chance - Politics And Energy - For more information please click here!

Speakers: Rob Grant, Chief Executive Officer, Pacific Hydro; Alan Tate, former ABC Journalist, Director, Environmental Business Australia and the Earthwatch Institute

3:10pm-3:40pm Afternoon Tea
3:40pm-4:30pm

Alpha/Beta Separation – As A Trustee Why Am I Still Confused? - For more information please click here!

Speakers: Dr Stephen Garth, Portfolio Manager International Equities, Dimensional Australia Limited; Kristian Fok, Senior Consultant, Frontier Investment Consulting

4:30pm-5:00pm

The Mayne Update - For more information please click here!

Speaker: Stephen Mayne, Shareholder Activist and Crikey Founder

7:00pm

Poolside

Level 3

Cairns International Hotel

Welcome Dinner


Proudly sponsored by Dimensional

DFALogo

Tuesday, 29 August 2006
9:00am-10:00am

Geo Political Tensions And Their Impact - For more information please click here!

Speakers: Kumar Palghat, Head of Portfolio Management, Asia Pacific, PIMCO;
Dr Keith Suter
, Social Commentator, Writer and Broadcaster, Channel 7 "Sunrise", Foreign Affairs Editor;

10:00am-10:30am Morning Tea
10:30am-12:00noon

Commodities as a Portfolio Diversifier – A Fool's Gold or a Silver Lining?- For more information please click here!

Panel:

Alan Heap, Managing Director, Citigroup Investment Research; Tim Ridley, Senior Consultant, Frontier Investment Consulting; Stefan Weiser, Executive Director, Head of Asian Commodity Investor Sales, Goldman Sachs (Singapore)

12:00noon-1:30pm

Twin Peaks

Level 3

Cairns International Hotel

Lunch
1:30pm-2:10pm

Venture Capital - A Global View - For more information please click here!

Speaker: Gareth Adams, Investment Manager, Industry Funds Management

2:10pm-3:10pm

Moving the Environmental, Social and Governance("ESG") Debate Forward:
Practical Implementation Perspectives
- For more information please click here!

Facilitator: Andrew Gray, Head of Quantitative Research, Goldman Sachs JBWere

Panel: Erik Mather, Head of Governance Advisory Service, BT Financial Group;

Amanda McCluskey, Manager Sustainability, Portfolio Partners Limited; Tim Williams, Senior Advisor, Corporate Responsibility & Sustainability, Westpac Banking Corporation

3:10pm-3:40pm Afternoon Tea
3:40pm-4:20pm

Can Generation X Afford To Grow Old…? And what about Gen Y?- For more information please click here!

Speaker: Mark McCrindle, Director, McCrindle Research Pty Ltd

4:20pm-5:00pm

India – Is it the next China?- For more information please click here!

Speaker: David Shearwood, Chief Executive Officer, Indian Ocean Rim Asset Management

7:00pm

Ballroom-Foyer

Cairns International Hotel

Pre Dinner Drinks

7:15pm

Ballroom

Ground Floor

Cairns International Hotel

 

Conference Dinner

Proudly sponsored by Goldman Sachs JBWere

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Wednesday, 30 August 2006
9:00am-10:00am

BRICs – The Rise Of the New Super Powers – Different Approaches To Harnessing The Momentum - For more information please click here!

Panel: Australian Equities: Peter Greentree, Head of Australian Equities, Challenger Financial Services Group; Emerging Markets: TBC; International Equities: William S Patzer, CFA, Vice President, The Boston Company Asset Management, LLC (US)

10:00am-10:30am Morning Tea
10:30am-11:10am

Practicalities of International Investing - For more information please click here!

Speaker: Gabriel Szondy, Trustee Director, CARE Super, Partner, PricewaterhouseCoopers Australia

11:10am-12:00pm

Open Forum - The Speeches Are Over and Finally It's Your Chance To Talk!

Panel: Kristian Fok, Senior Consultant, Frontier Investment Consulting; Rob Fowler, CFA, Investments and Governance Manager, HESTA Super Fund; Kumar Palghat, Head of Portfolio Management, ASIA Pacific, PIMCO; Garry Weaven, Chair, Industry Funds Management

12:00pm Conference Close