CMSF 07 Presentations

Conference Opening


AIST in conversation with The Hon. Paul Keating, the father of Australian Super


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Plenary Session 1


20/20 VISION – LOOK BACK – LOOK FORWARD

Speaker:Garry Weaven, Chair, Industry Funds Management

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Workshop Series 1


1. All About Hedge Funds** 101

Speakers: Robert Jaeger, Vice Chairman; William Crerend, Chief Executive Officer, EACM Advisors (US)

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2. Budget Changes and its Implications & Simplification of Super

Panel:Jenny Willcocks, Partner, TurksLegal; Raelene Vivian, Deputy Commissioner, Superannuation, Australian Taxation Office

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3. What Does Investing Responsibly Mean?

Speakers: Geoff Stewart CFA, Senior Associate, Mercer Investment Consulting; Rosalind McKay, Research and Policy Officer, Australian Council Super Investors (ACSI)

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4. “When I was 25, it was a very good year….”

Speaker: David Barratt, Director, One to One Marketing Communications

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5. EFFICIENT RISK MANAGEMENT

Speaker: Rob Zink, Director, Portfolio Strategy, Bridgewater Associates (US)

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Plenary Session 2


Brand, Marketing And Workplace Distribution In A Complex And Competitive World

Speakers: Mark Ritson, Associate Professor, Melbourne Business School; Anna Booth, Director, CoSolve and Members Equity Bank

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Workshop Series 2


1. Insurance Tender and Review – A Fund’s Perspective

Speakers: Greg Staunton, Director Group Risk, IFS Insurance Broking; Glenn Palmer, General Manager, Insurance, AustralianSuper

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2. Climate Change and its Impact on Company Value

Speakers:Frank Muller, Adjunct Professor, University of New South Wales, Institute of Environmental Studies;Joanne Saleeba, Executive Officer, Investor Group on Climate Change (IGCC)

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3. Fraud

Speaker: Peter Morris, Head of Forensic, KPMG

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4. Member Service Retention Strategies

Speaker:Graeme Alford, Executive Officer, The Australian Customer Services Association

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5. Advice or Service?

Speakers: Shannon Goard, NSW State Manager, Client Relationships, Australian Administration Services; Anne-Marie Corboy, Chief Executive Officer, HESTA

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6. Marketing Manager ForThe Day

Speaker: Mark Ritson, Associate Professor, Melbourne Business School

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Plenary 3


Economies of Scale – Research Project

Speaker:Alex Dunnin, Director of Research, Rainmaker Information

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Workshop Series 3


1. So You Want to Separate Your Alpha’s From Your Beta’s! A Beginners (**101) Guide to Unravelling the Jargon!

Speaker: Phil Gardner, Managing Director, Goldman Sachs JBWere Asset Management

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2. A CarbonTrading Overture

Speakers: James White, Secretariat, National Emissions Trading Taskforce; Amanda McCluskey, Manager, Sustainability, Portfolio Partners

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3. The Changing Role of the Super Fund Board

Speakers:Damien Smith, Managing Director, Enterprise Care Group

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4. Getting Your Message Across in the Media

Speaker: Andrew Buchanan, Director, AB Communicates Consultancy

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5. Financial Literacy and Superannuation Education - Is it a Chicken and the Egg Situation?

Speakers: Tony Beck, Head of Workplace Business, Members Equity Bank; Michelle Brown, Senior Education Development Consultant, Plum Financial Services

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6. New Fund - New Brand - New Challenges

Speaker: Alison McIvor, General Manager, Marketing and Communications, AustralianSuper

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Plenary 4


Contemporary Corporate Governance - On a Global Scale

Speaker: Anne Simpson, Executive Director, International Corporate Governance Network (ICGN)

Patrick Daniels, Commentator: Patrick Daniels, Partner, Lerach Coughlin Stoia Geller Rudman & Robbins LLP

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Plenary 5


Essential Social Trends for Investors

Speaker: Michael Anderson, Director of Sustainable Funds, AMP Capital Investors

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Plenary 6


Why Your Most Profitable Long-Term Customers Will Leave You, and What You Can Do To Stop Them!

Speaker: Scott Pape, ‘The Barefoot Investor ‘

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Workshop Series 4


1. Member Advice – Has Technology Assisted in the Provision of Financial Advice?

Speakers: Don Luke, Chief Executive Officer, Sunsuper; Damian Hill, Chief Executive Officer, REST

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2. Corporate Owned Manager vs. Boutiques **MASTERCLASS

Speaker: Dr John Beggs, Chief Investment Officer, MIR Investment Management

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3. Private Equity – What’s New from Around the Globe?

Speaker: Gareth Adams, Investment Manager, Private Equity, Industry Funds Management

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4. Under Insurance

Speakers: Sandy Grant, Chief Executive Officer, Cbus; Frank Gayton, Head of Practice, Industry Fund Financial Planning (IFFP); Brett Clark, General Manager, AIG Life

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5. The Spectrum of Currency Management: From Overlay to Alpha? ** MASTERCLASS

Speaker:Patrick Rudden, Senior Portfolio Manager, Head of Global Diversified Value Equities, AllianceBernstein

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Plenary 7


Budget Changes and the Simplification of Super - Is Your Fund Ready To Change Direction Yet Again?

Speaker: Jeff Bresnahan, Managing Director, SuperRatings

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Workshop Series 5


1. Daily Unit Pricing

Speaker: Bryan Gray, Vice President, Head of Sales and Client Management, Worldwide Securities Services, JPMorgan

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2. Excellence Award Winners 2006

Speakers: Lynn Hart, Business Services Manager, HESTA;Sabine Muller-Glissmann, Strategic Communications Consultant, Representing ARIA; Karen Lenton, Communications Manager, ARIA

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3. Do Trustees Understand All of the Investment Costs Associated with their Fund?

Speaker: Denise Allen, Industry Consultant

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4. THE AUSTRALIAN LISTED EQUITY MARKETPLACE: LOOKING AHEAD 5 TO 10 YEARS

Presented by: Nicholas Carrigan, Managing Director, UBS Investment Bank

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5. Technology – What’s New and Where is it Headed?

Speakers:Anthony Bertini, Executive Director, Thumperone; Peter McNeil, Chief Operating Officer, Superpartners

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6. HOW TO AVOID THE REGULATORS’ BLOWTORCH – LESSONS ABOUT THOSE WHO DIDN’T!

Speakers:Louise Du Pre, Assistant Director, Financial Product Disclosure & Superannuation & Life Insurance, ASIC; Graham McDonald, Chairperson, Superannuation Complaints Tribunal (SCT); Stephen Glenfield, General Manager Specialised Institutions Division, South West Region, APRA

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Plenary 8


Commissions, Advice, Payment to Advisors

Speakers:         Richard Gilbert, Chief Executive Officer, IFSA;
                        Alan Kohler, Journalist, Eureka Report, ABC;
                        Jo-Anne Bloch, Chief Executive Officer, Financial Planning Association (FPA)

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