|
 |
| CMSF 2005 Program
| 10:30 am – 1:30
pm
|
Registration |
11:45 am – 12:45
pm
|
AIST
AGM |
1:30 pm – 1:40
pm
|
Conference Opening
Joy Palmer, Trustee PSS/CSS;
Member of CMSF Steering Committee |
1:40 pm – 2:00
pm
|
Introducing
the Minister who is introducing Choice
The Hon Mal Brough, MP, Minister
for Revenue, Assistant Treasurer |
2:00 pm – 3:00
pm
|
The future of
super through choice coloured glasses
Choice begins on 1 July 2005. We all know it's
here, but do we really know what it will mean?
And what effect and changes it will have on the
industry? Ross Greenwood, Business Editor, Nine
Television Network, former Trustee of JUST SUPER
and Trustee of the Year 1996, will explore the
future landscape of the super industry; including
how choice will affect the size of the industry,
funds asset allocations and investment strategies.
Speaker: |
Ross Greenwood
, Business Editor, Nine Television Network |
Chair: |
Kate Wood , Trustee, CARE
Super/AGEST |
Proudly sponsored by BT Financial Group |
3:00 pm – 3:30
pm
|
Afternoon Tea
and
Opening of Trade Display |
3:30 pm – 4:40
pm
|
Workshop Series
1
HEDGE FUNDS 101 – what are they
and how do they fit into your portfolio?
With almost $2 billion invested in these strategies
in Australia , many superannuation funds have already
invested in hedge funds. But how much do you really
know about these funds and their underlying investments?
How should we think about them? What can you expect
over the long term? Is this the right time to have
them in your portfolio?
Speaker: |
Barton Waring
, Head of Client Advisory Group,
Barclays Global Investors (US) |
Chair: |
Barry Watchorn , Chair,
CARE Super/ARF; Director, HOST PLUS |
|
3:30 pm – 4:40
pm
|
Workshop Series
1
DO-IT-YOURSELF (DIYs ) – IS YOUR
FUND AT RISK?
The DIY sector is growing all the time, but what
do you really know about DIY's and how they work?
This session will give you the information you
need to help your fund counter the trend. The DIY
sector is growing all the time, but what do you
really know about DIY's and how they work? This
session will give you the information you need
to help your fund counter the trend.
Speaker: |
Terry Malpass
, General Manager, Strategy,
FuturePlus Financial Services |
Chair: |
Maria Wilton , Trustee,
ESSS |
|
3:30 pm – 4:40
pm
|
Workshop Series
1
APRA LICENSING – getting your licence
and REMAINING ROADWORTHY: A USER'S PERSPECTIVE
This session will explore the funds' perspective
on obtaining their licence, and on the strategies
they have in place to keep it.
Speaker: |
Damian Hill
, Administration Manager, REST
Anne-Marie Corboy , Chief Executive Officer, HESTA;
Member of CMSF Steering Committee |
Chair: |
Tony Randle , General Manager,
Superannuation Licensing, Australian Prudential
Regulation Authority (APRA) |
|
3:30 pm – 4:40
pm
|
Workshop Series
1
Don't blow your cover – insurance in a
choice of fund environment
Will super fund members jeopardise their insurance
cover by exercising choice of fund? Will insurance
become unaffordable or unattainable for some fund
members or even funds themselves?
This session examines the likely response of
life insurers to the Choice of Fund legislation,
and gives an inside look at some of the influences
on their decisions. Whilst the focus of the legislation
is to provide employees with a choice as to which
complying super fund will receive their compulsory
super contribution, the implications for life insurers
and the cover they offer may be greater in the
long run.
Speaker: |
Paul Trigg ,
Manager, Group Risk Market, ING Australia
Ltd |
Chair: |
Gina Collins , Trustee,
Australian Primary Superannuation Fund |
|
4:45 pm – 5:45
pm
|
Plenary 2
Corporate Social Responsibility
Carol Browner is a founding member, together
with former US Secretary of State, Madeline K Albright
and other partners, of The Albright Group, a global
strategy firm that is committed to building public/private
partnerships to address the most pressing challenges
facing people and businesses in communities around
the globe. The Albright Group works with businesses
and organisations around the world to find creative
solutions to regulatory problems and do well by
doing good. In particular, Ms Browner's work focuses
on corporate social responsibility initiatives
as they relate to adding shareholder value to multinational
corporations, protecting company reputations, and
enhancing relationships with stakeholders.
Appointed by President Clinton in January 1993,
and unanimously confirmed by the US Senate, Carol
Browner served as Administrator of the US Environmental
Protection Agency (EPA) for eight years. Throughout
her career, Ms Browner has been guided by the philosophy
that safeguarding the environment means protecting
where we live and how we live our lives.
Speaker: |
Carol M Browner
, Partner, The Albright Group LLC (US) |
Chair: |
Mavis Robertson, AM , Director,
CMSF |
Proudly sponsored by
Lerach Coughlin Stoia Geller Rudman Robbins LLP ( US ) |
5:45 pm – 6:45
pm
|
Pre-Dinner Drinks
|
7:00 pm – 10:00
pm
|
Welcome Dinner
“Tastes of Tasmania ”
Come and experience the “Tastes of Tasmania” with
a night of great Tasmanian food and wine on Princes
Wharf , Shed No 2.
Proudly sponsored by Barclays Global Investors
|
8.30 am – 9.40
am
|
Plenary 3
Financial Literacy and Member Education
With impending choice the financial literacy
levels in Australia must be analysed. Are the members
capable of making an informed choice? See what
the financial literacy taskforce thinks and find
out what the members don't know. Startling new
research from Australian fund members will be show
cased.
Speaker: |
Paul Clitheroe
, Chair, Financial Literacy Taskforce
Virginia Dowd , Managing Director, Money Solutions |
Chair: |
Shannon Goard , Client Partnership
Manager,
Australian Administration Services (AAS) |
Communication Awards
Proudly sponsored by Superpartners
Presenters: |
Frank Gullone
, Chief Executive Officer, Superpartners;
Member of CMSF Steering Committee
Fiona Reynolds , Manager and Convenor, CMSF; Director, Australian
Institute of Superannuation Trustees (AIST);
Director, AUSfund |
|
9:45 am – 10:45
am
Session Rating:
Intermediate to Advanced |
Workshop Series
2
WHO DARES WINS – EMERGING MARKETS:
DO OPPORTUNITIES STILL EXIST?
Emerging markets have rebounded strongly, rewarding
investors who overcame the history of high volatility
that characterises this sector. Much has changed
in emerging countries since their 1997 collapse,
but there are still many aspects of investing in
this part of the world that make it unique.
This session will explore whether today's valuations
and growth outlook justify continuing to invest
in emerging market equities.
Speaker: |
Henry D'Auria
, Chief Investment Officer, Emerging Markets,
Bernstein Investment Research and Management (US) |
Chair: |
Sarah Carne , Consultant,
Frontier Investment Consulting |
|
9:45 am – 10:45
am
|
Workshop Series
2
COMMUNICATIONS – THE EXCELLENCE
AWARD WINNERS (2004)
Never before has communication with members and
employers been of such critical importance.
UniSuper and Cbus – The holders of the
2004 Excellence Awards for Communication discuss
their communication strategies.
Speaker: |
Hilary Spear
, Communications Manager and
Michael Bulner , Manager, Member and Employer Services,
UniSuper
Maria Butera , Business Development Executive, Cbus |
Chair: |
Frank Gullone , Chief Executive
Officer, Superpartners;
Member of CMSF Steering Committee |
|
9:45 am – 10:45
am
|
Workshop Series
2
REGULATORS OF CHOICE
Hear what ASIC, APRA and the ATO have to say
about Choice.
Panel: |
Louise
du Pre , Assistant Director – Super & Life
Insurance/ PDS Disclosure, and
Delia Rickard , ACT Regional Commissioner & Deputy Executive
Director, Consumer Protection & International,
Australian Securities & Investments Commission (ASIC)
Stephen Murtagh , Assistant Commissioner – Superannuation,
Australian Taxation Office (ATO)
Stephen Glenfield , General Manager – Specialised
Institutions Division –
Australian Prudential Regulation Authority (APRA) |
Chair: |
Ian Silk , Chief Executive
Officer, ARF;
Member of CMSF Steering Committee |
|
9:45 am – 10:45
am
|
Workshop Series
2
GOVERNANCE UPDATE: FRAUD IN THE UNITED
STATES
Patrick Daniels is a Partner with Lerach Coughlin
Stoia Geller Rudman Robbins LLP (US). Through the
firm's portfolio monitoring program, institutional
investors increase their options to share in settlements
and influence companies to improve their corporate
governance practices.
Panel: |
Patrick Daniels
, Partner, Lerach Coughlin Stoia Geller Rudman
Robbins LLP (US) |
Chair: |
Rob Fowler , Investment
and Governance Manager, HESTA |
|
10:45 am – 11:10
am
|
Morning Tea
Proudly sponsored by
Hyperion Asset Management
 |
1:40 pm – 2:00
pm
|
Plenary 4
the swedish perspective on choice
Choice isn't unique to the Australian retirement
income system. We have all heard the horror stories
that have come out of the introduction of choice
in both the UK and Chile .
Sweden also introduced some choice into its retirement
income system in 2000, and in June 2004 set up
an inquiry into whether the information provided
to pension savers was good enough, whether the
costs were reasonable and whether there are ways
to make it easier for pension savers to make their
choices.
What can we learn from others' experiences?
Introduction
: |
Mark Wills ,
Executive Director, Goldman Sachs JBWere |
Speaker: |
Daniel Barr , Chief Economist,
Premium Pension Authority (PPM) ( Sweden
) |
Chair: |
Fiona Reynolds , Manager and Convenor,
CMSF; Director, Australian Institute of Superannuation
Trustees (AIST);
Director, AUSfund |
Proudly sponsored by Goldman Sachs JBWere
 |
12:00 noon – 1:10
pm
|
Workshop Series
3
VIEWS FROM THE WEST COAST OF THE USA
Hear the latest on governance and investment
issues affecting US Pension Funds. CMSF 2004 Study
Tour participants will share their findings and
provide an update on the latest trans-Pacific trends
and developments.
Speaker: |
Beth Mohle ,
Director, HESTA
Maria Wilton , Director, ESSS
David Elia , Chief Executive Officer, HOST PLUS |
Chair: |
Mavis Robertson, AM , Director, CMSF |
|
12:00 noon – 1:10
pm
|
Workshop Series
3
FINDING THE KEY TO EDUCATION - THE REST,
STA, SUNSUPER INITIATIVE
Hear how three funds are sharing resources and
costs to deliver a high quality, low cost education program to 2.5 million members.
Speaker: |
Teifi Whatley
, General Manager Marketing, Sunsuper
Mark Delaney , Chief Executive, STA
Peter Robertson , General Manager, Business Development, REST |
Chair: |
David Atkin , Chief Executive Officer,
JUST SUPER |
|
12:00 noon – 1:10
pm
|
Workshop Series
3
FINDING THE KEY TO EDUCATION - THE REST,
STA, SUNSUPER INITIATIVE
Hear how three funds are sharing resources and
costs to deliver a high quality, low cost education
program to 2.5 million members.
Speaker: |
Teifi Whatley
, General Manager Marketing, Sunsuper
Mark Delaney , Chief Executive, STA
Peter Robertson , General Manager, Business Development, REST |
Chair: |
David Atkin , Chief Executive Officer,
JUST SUPER |
|
12:00 noon – 1:10
pm
|
Workshop Series
3
CHOICE AND SCALE – WHAT IS RIGHT
FOR YOU?
Find out how the consultants do it. What you
need to do to win corporate tenders. What strategies
are required to retain existing members, and how
to ensure that your fund is in the best shape moving
forward to capture the increased activity.
Speaker: |
Andrea West
, Principal, Chant West |
Chair: |
Damien Green , National Business Development
Manager, STA |
|
12:00 noon – 1:10
pm
|
Workshop Series
3
BUILDING UPON YOUR GLOBAL PROPERTY – CAN
YOUR SCAFFOLDING TAKE IT?
Global property is a new and expanding sector
of the overall investment universe. Steve Corkin
will explore the investment case for global property
including the benefits and the pitfalls of the
asset class and factors to consider with implementation.
Speaker: |
Steve Corkin
, Principal, AEW Capital Management (US) |
Chair: |
Sue Dahn , Trustee, ESSS |
|
1:10 pm – 2:30
pm
|
Lunch
|
1:10 pm – 2:30
pm
|
National Meeting
and AGM of Women in Super ( WIS )
|
2:30 pm – 4:00
pm
|
Plenary 5
INFRASTRUCTURE AND DIRECT INVESTMENT:
ARE THEY A REAL ASSET CATEGORY OR JUST AN ALTERNATIVE?
Funds are enjoying strong contribution flows,
but where should trustees invest their members'
money? Should funds lift allocations in the DI
area? Or rebuild the nations fraying infrastructure?
Fergus Neilson gives a definitive assessment
of the market and the challenges facing trustees;
our expert panel responds.
Presenters: |
Fergus Neilson
, Chief Executive Officer,
Babcock & Brown Direct Investment Fund
Ken Marshman , Managing Director, JANA Investment Advisers Peter
Taylor , Director of Infrastructure,
Hastings Funds Management
Ann Byrne , Chief Executive Officer, UniSuper |
Chair: |
David Atkin , Chief Executive Officer,
JUST SUPER |
TRUSTEE OF THE YEAR AWARD
Proudly sponsored by Portfolio Partners
Presenters: |
Greg Nolan ,
Head of Institutional Business
Development, Portfolio Partners
Angela Emslie , Trustee, VicSuper/HESTA
Vision Super; Member of CMSF Steering Committee |
|
4.00 pm – 4.30
pm
|
Afternoon Tea
|
4:30 pm – 5:30
pm
|
Workshop Series
4
MUST WE GO “OFFSHORE” MORE
?
The case for international investment is well-established
and Australian superannuation funds have embraced
the opportunities existing in offshore markets. There
is a view in some quarters that the compulsory
superannuation regime which exists in this country
means that our funds are quickly outgrowing the domestic
market and that they MUST , therefore, allocate
an increasing proportion of assets offshore. In
this session we take a look at the evidence on
the demand for and supply of investable funds in
Australia , drawing on comparisons with key overseas
countries, so as to assess the extent to which
such pressures are real and/or immediate.
Speaker: |
Garrie
Lette , Principal & Global Head of
Strategic Research, Mercer Investment Consulting |
Chair: |
Allen , General Manager, LUCRF |
|
4:30 pm – 5:30
pm
|
Workshop Series
4
COMMUNICATING SUPER WITH UNDER 25'S
Not being impressed with what they were being
told, the 2004 Super Cadets undertook a project
to look at how funds should be communicating with
members under 25.
Speaker: |
Katiana Velcek
, Co-ordinator, Super Cadets Program (2006)
Joey Alcock , Analyst, Frontier Investment Consulting |
Chair: |
David Whiteley , Trustee, STA/HESTA;
National Superannuation Officer, ACTU |
|
4:30 pm – 5:30
pm
|
Workshop Series
4
ETHICAL BEHAVIOUR
From little things big things grow
Simon Illingworth, a former Detective Sergeant
with the Victorian Police Force, spent years working
with police internal affairs, rooting out crooked
officers. He's been commended for his work and
been responsible for bringing successful prosecutions
against corrupt officers. But Illingworth has been
bashed, isolated and threatened – not by
crooks but by other police officers.
Simon will talk about values, gratuities, principles,
ethical decision making and challenging our professional
culture. From a person who has lived a nightmare
from standing up to corruption.
Speaker: |
Simon Illingworth
, Director, Ethical Strength |
Chair: |
Graeme
Arnott , Vice President, Business Executive,
Australia & New Zealand, JPMorgan
Investor Services;
Member of CMSF Steering Committee |
|
4:30 pm – 5:30
pm
|
Workshop Series
4
CLEARING HOUSES – HELP OR A HINDRANCE?
THE BENEFITS OF A CLEARING HOUSE IN A CHOICE ENVIRONMENT
The benefits of a clearing house for employers
in a choice environment – what you need to
know. An administration update.
Speaker: |
Frank Gullone
, Chief Executive Officer, Superpartners;
Member of CMSF Steering Committee
Stuart Korchinski , Managing Director,
Australian Administration Services (AAS) |
Chair: |
Stacey McQuillen , National Manager Business
Development, REST Superannuation/Acumen Super |
|
7:00 pm
Trade Exhibition Area
Upper & Lower Levels |
|
Pre-Dinner Drinks
|
7:30 pm – late
|
CONFERENCE GALA
DINNER
Proudly sponsored by AllianceBernstein
Don't forget to support the raffle at the Conference
Gala Dinner to raise money for the National Breast
Cancer Foundation and the National Prostate Cancer
Foundation.
Lots of fabulous prizes to be won! It
could be you!
Prices for raffle tickets are 1
for $10, 3 for $20 or 10 for $50
|
10:00 pm – late
|
After-Dinner
Drinks
Proudly sponsored by Pillar Administration
|
8:30 am – 9:45
am
|
Plenary
6
COMPETITION IN A CHOICE ENVIRONMENT
What can the superannuation industry learn from
the induction of choice in other sectors? This
session will commence with the presentation of
a research paper and then followed by an industry
panel to explore such issues as:
• Service Provider vs Client
• Super
Fund vs Super Fund
• Mergers of funds
and financial institutions
• Winning
business/Marketing issues
• Choice and
the ratings game
• What will be the
result for SMSF's and other super sectors?
• Education – Choice
should mean that super providers and consumers
have a greater knowledge of our retirement income
system, so that they can adequately plan for their
retirement
Facilitator: |
Maxine McKew,
Journalist and alternate Anchor,
ABC 7:30 Report and Lateline |
Presentation: |
Mark O'Brien , Investment
Director, International Funds, AMP Capital
Investors |
:Panel: |
Jeff Bresnahan , Managing
Director, SuperRatings
Garry Weaven , Executive Chair, Industry Fund Services (IFS)
Member of CMSF Steering Committee
Anne-Marie Corboy , Member of Industry Funds Forum;
Chief Executive Officer, HESTA;
Member of CMSF Steering Committee
Andrea Slattery , National Chief Executive Officer,
SMSF Professionals' Association of Australia (SPAA) ; |
Research proudly sponsored by
AMP Capital Investors
 |
9:45 am – 10:00
am
|
Morning Tea
and
Drawing of Exhibitors' Competitions
|
10:00 am – 10:40
am
|
Plenary 7
ASSET ALLOCATION IN A CHOICE ENVIRONMENT
How will your fund's asset allocation be affected?
Speaker: |
Rob Zink , Director,
Portfolio Strategy, Bridgewater (US) |
Chair: |
Winsome Hall , Trustee, PSS/CSS |
|
|
10:40 am – 11:30
am
|
Conference Wrap
Up Session
Bernard Salt is the author of the best-selling
book “ The Big Shift” . He is also
a partner at KPMG.
Bernard is engaged by organisations to review
market trends and to advise on property acquisitions
and expansions. He is frequently quoted in the
Australian media and has appeared on numerous radio
and television programs including the Today Show
, Business Sunday , Nightline and Healthy, Wealthy & Wise .
Speaker: |
Bernard Salt
, Business Analyst, Property Advisor,
Media Commentator, Consumer and Cultural Trends Commentator, Author |
Chair: |
Stuart Korchinski , Managing Director,
Australian Administration Services (AAS) |
Proudly sponsored by
Australian Administration Services
 |
11:30 am – 11:45
am
|
Conference Close
Speaker: |
The Hon Nick
Sherry, Senator for Tasmania,
Shadow Minister for Finance and Superannuation
Fiona Reynolds , Manager and Convenor, CMSF; Director, Australian
Institute of Superannuation Trustees (AIST);
Director, AUSfund |
|
11:45 am
|
Lunch |
1 11:45 am |
Buses depart
Hotel Grand Chancellor for Hobart Airport |
|
|