Thursday – September 14
8:30 – 9:00 Registration
Chief executive, Conexus Financial
This session will outline global trends and opportunities as identified by one of the world’s leading consultants in global alternatives.
Chief executive, Albourne Partners
How does Australia’s largest investor use hedge funds and absolute return funds? How does it get the best out of managers? What is it prepared to pay in fees and for what? This Q&A session will examine the inside workings of the hedge funds portfolio at the Future Fund.
Director, debt and alternatives, Future Fund
CHAIR: AMANDA WHITE
Director of institutional content, Conexus Financial
10:30 – 11:00 Morning tea
Volatile markets are now the norm; however, not so long ago, investors were witnessing unprecedented stability. This session will explore how, through a combination of asset allocation and a systematic investment framework, dynamic risk capital allocation can be employed to create resilient portfolios.
Partner and head of the dynamic allocation strategies team, William Blair
CHAIR: COLIN TATE
Chief executive, Conexus Financial
The case for macro
No alpha is safe. With computing power growing exponentially, all alpha will eventually morph into beta. With beta ubiquitous, easily replicable and cheap, it makes sense to pay more for genuine alpha. What opportunities exist for asset owners and what types of premia are worth the fees?
Senior investment manager, FirstChoice Investments, Colonial First State
Head of alpha strategies, AMP Capital
Chief executive, Aspect Capital
Senior consultant and co-head of the alternative investment research team, JANA
CHAIR: SAMUEL MANN
Chief executive, Longreach Alternatives
12:45 – 13:45 Lunch
The absolute return fund space is increasingly crowded and continues to grow, but few strategies have been tried and tested through a market cycle. Given the highly uncertain investment backdrop and the danger that markets will deliver lower and more volatile returns than those to which investors have been accustomed, is the absolute-return mindset, focused on capital preservation, more important than ever?
Portfolio manager, real return, Newton Investment Management
CHAIR: CON MICHALAKIS
Chief investment officer, Statewide Super
Why are asset owners adding multi-asset funds to their portfolios? Do they provide value or diversification benefits? How can investors avoid additional equity or credit beta when allocating multi-asset funds? What’s the value of intellectual property transfer opportunities?
Head of institutional sales and product development, Asia-Pacific, head of Australia, Columbia Threadneedle Investments
Chief investment officer, Energy Industries Superannuation Scheme
Senior investment analyst, Mine Wealth + Wellbeing
CHAIR: JAMIL BARMANIA
Senior portfolio manager, K2 Advisors and Franklin Templeton Solutions
15:20 – 15:50 Afternoon tea
Given the low investment grade bond yields, fixed interest investors have increased their appetite for risk. Could a portfolio of leveraged credit default swaps on investment grade global corporates provide investors with an opportunity to roll down the risk curve without sacrificing yield?
President, Cheyne Capital
CHAIR: ALEX PROIMOS, CPA, CFA
Conference content producer
This session will explore how investors navigate absolute return strategies to construct portfolios that balance capital and liquidity commitments and address diversification objectives. Through case studies, participants will look at portfolio construction and show how investors combine complementary strategies, regional and sector exposures, and public and private exposures.
Chief investment officer and chief executive, East Lodge Capital
Senior investment consultant, Willis Towers Watson
Portfolio manager, Sunsuper
CHAIR: TRAVIS SCHOENLEBER
Head of hedge funds for Australia and New Zealand, Cambridge Associates