Speakers

Andrea DiCenso

Vice president, portfolio manager and strategist, Loomis Sayles

11:35am – 12:30pmREFLEXIVITY: CREATING OPPORTUNITIES IN RISING AND FALLING MARKETS

Michael Dundon

Chief executive, VicSuper

6:00pm – 9:30pmOFFICIAL CONFERENCE DINNER: FIRST STATE SUPER AND VICSUPER: EFFICIENCY, INVESTMENT OPPORTUNITY AND CHOICE

Vimal Gor

Head of bond, income and defensive strategies, Pendal Group

11:35am – 12:30pmREFLEXIVITY: CREATING OPPORTUNITIES IN RISING AND FALLING MARKETS

Robert Graham-Smith

Senior investment analyst, Mine Super

3:00pm – 4:00pmTHE ROLE AND EXPECTATIONS FOR ABSOLUTE RETURN

Linda Gründken

Senior scientist, GAM Systematic Cantab

1:30pm – 2:20pmCREDIT, LIQUIDITY AND THE UNDERLYING FUNDAMENTALS

Philippe Jordan

President, CFM

11:00am – 11:35amMARKET NARRATIVES AND TRADING MOMENTUM

Anastassia Juventin

Portfolio manager, hedge funds and alternative strategies, AMP Capital

3:00pm – 4:00pmTHE ROLE AND EXPECTATIONS FOR ABSOLUTE RETURN

Michael Kollo

Former general manager, quantitative solutions and risk, HESTA

4:00pm – 4:45pmINTUITION AND MACHINE LEARNING OR ARTIFICIAL INTELLIGENCE

Alan Marantz

Managing director, FORT Investment Management

4:00pm – 4:45pmINTUITION AND MACHINE LEARNING OR ARTIFICIAL INTELLIGENCE

Greg Mortimer OAM

Australian mountaineer

4:45pm – 5:45pmRISK TAKING, SKIN IN THE GAME, CULTURE AND OVERCOMING THE UNKNOWN

Asif Noor

Portfolio manager, global macro and FX, Aspect Capital

9:50am – 10:30amTHE EVOLUTION OF GLOBAL MACRO INVESTING

Gerard Parlevliet

chair, investment committee, Prime Super; La Trobe Financial

2:40pm – 3:20pmTHE BEST IS YET TO COME – THE CASE FOR ABSOLUTE RETURN STRATEGIES IN TODAY’S DISTORTED WORLD

Aron Pataki

Portfolio manager, real return, Newton Investment Management

2:40pm – 3:20pmTHE BEST IS YET TO COME – THE CASE FOR ABSOLUTE RETURN STRATEGIES IN TODAY’S DISTORTED WORLD

Alex Proimos

Conference content producer, Conexus Financial

9:15am – 9:50amMACROECONOMIC FACTORS AND RISK PREMIA BASED STRATEGIES

Alistair Rew

Global head of investment technology, public markets, AMP Capital

4:00pm – 4:45pmINTUITION AND MACHINE LEARNING OR ARTIFICIAL INTELLIGENCE

Dan Robinson

Managing director, senior portfolio manager; chief investment officer Europe, CIFC Asset Management

1:30pm – 2:20pmCREDIT, LIQUIDITY AND THE UNDERLYING FUNDAMENTALS

Travis Schoenleber

Managing director, Cambridge Associates

9:50am – 10:30amTHE EVOLUTION OF GLOBAL MACRO INVESTING

Michael Sommers

Principal consultant, Frontier Advisers

1:30pm – 2:20pmCREDIT, LIQUIDITY AND THE UNDERLYING FUNDAMENTALS

Deanne Stewart

chief executive, First State Super

6:00pm – 9:30pmOFFICIAL CONFERENCE DINNER: FIRST STATE SUPER AND VICSUPER: EFFICIENCY, INVESTMENT OPPORTUNITY AND CHOICE

Robert Swan

Head of liquid alternatives, QIC

3:00pm – 4:00pmTHE ROLE AND EXPECTATIONS FOR ABSOLUTE RETURN

Colin Tate

Chief executive, Conexus Financial

9:00am – 9:15amWELCOME

Bruce Tomlinson

Head of hedge funds and alternatives strategies, Sunsuper

2:20pm – 2:40pmSUNSUPER CASE STUDY: BUILDING ABSOLUTE RETURNS FROM THEMATICS

Darren Toner

Portfolio manager, credit multi asset and global high yield, CQS

1:30pm – 2:20pmCREDIT, LIQUIDITY AND THE UNDERLYING FUNDAMENTALS

Tom Tull

Chief investment officer, Employees Retirement System of Texas

3:20pm – 4:00pmINTERNATIONAL ASSET OWNER: ABSOLUTE RETURNS IN THE PORTFOLIO

Sushil Wadhwani

Chief investment officer, QMA Wadhwani

9:15am – 9:50amMACROECONOMIC FACTORS AND RISK PREMIA BASED STRATEGIES

Sue Wang

Principal, senior fixed income specialist, Mercer

11:35am – 12:30pmREFLEXIVITY: CREATING OPPORTUNITIES IN RISING AND FALLING MARKETS

Amanda White

Director of institutional content, Conexus Financial

3:20pm – 4:00pmINTERNATIONAL ASSET OWNER: ABSOLUTE RETURNS IN THE PORTFOLIO

Neil Williams

Chief strategist, global multi-asset team, QIC

3:00pm – 4:00pmTHE ROLE AND EXPECTATIONS FOR ABSOLUTE RETURN

Thomas Zimmerer

Global co-head of multi asset, Allianz Global Investors

11:35am – 12:30pmREFLEXIVITY: CREATING OPPORTUNITIES IN RISING AND FALLING MARKETS