Tuesday 22 May – Thursday 24 May 2012
Commences Tuesday afternoon and concludes Thursday afternoon.
RACV Healesville Country Club, Yarra Valley, VIC
Cash and Diversified Income investments have always held a sizeable and important part of Institutional Investors’ portfolios. However, the GFC and the attendant liquidity crises have brought renewed focus on these fundamentally important areas.
The forum will focus on what has changed and the new opportunities and strategies of investing in these critical areas.
Who should attend?
Trustees
Executives,
Investment Committee members
Investment staff of Institutional Investor entities involved in the appointment and monitoring of Cash and Diversified Income Managers.
Attendance
Limited to approximately 20 fund representatives and approximately 16 sponsor representatives.
Registration Fee
$A2,250 plus GST
15 CPE Points
Registration does not include accommodation, although CIE can coordinate bookings at no extra charge.
Notes – Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Sunday 8 July – Tuesday 10 July 2012
Commences Sunday afternoon and concludes Tuesday late afternoon
Sheraton Noosa Resort & Spa, QLD
This forum is now established as the leading forum for real estate practitioners and investors to discuss topical issues relating to domestic and international real estate investing. It offers delegates the opportunity to investigate not only the practical issues of portfolio construction and implementation, including governance and fund structures, but also the latest developments, opportunities and supply and demand issues in this sector.
Who should attend?
Trustees
Executives
Investment Committee members
Investment staff of Institutional Investor entities involved in the appointment and monitoring Real Estate Investment Managers and with fund assets exceeding A$1 billion.
Attendance:
Limited to approximately 20 fund representatives and approximately 17 sponsor representatives.
Registration fee:
A$2,250 plus GST.
15 CPE Points
Registration does not include accommodation, although CIE can co-ordinate bookings for no extra charge.
Notes Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Tuesday 10 July – Thursday 12 July 2012
Commences Tuesday evening and concludes Thursday late afternoon.
Sheraton Noosa Resort & Spa, QLD
This forum provides delegates with the opportunity to develop their knowledge of private markets and alternatives investing. Discussions will cover private equity, absolute return funds, infrastructure and secondaries, together with the more niche opportunities within the private markets and alternatives spheres. We will also examine portfolio construction and implementation and discuss issues relating to access, fees, risk premia, due diligence and agency risk.
Who should attend?
Trustees
Executives
Investment Committee members and investment staff of Institutional Investor entities involved in the appointment and monitoring of Private Markets Investment Managers and with fund assets exceeding A$1 billion.
Attendance:
Limited to approximately 20 fund representatives and approximately 17 sponsor representatives.
Registration fee:
A$2,250 plus GST
15 CPE Points
Registration does not include accommodation, although CIE can co-ordinate bookings for no extra charge.
*Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Sunday 19 August – Wednesday 22 August 2012
Commences Sunday afternoon and concludes Wednesday late morning
Coolum Golf & Spa, Queensland
Our annual forum caters for Australasian and Asia Pacific asset owners, whose investment actions, individually and collectively, influence their markets.
The agenda will address topical issues ranging from investment trends and strategic asset allocation to specific asset sector issues, pertinent to major Superannuation Funds and other Institutional Investors.
Who should attend?
Chairs
Trustees
Chief Executive Officer’s
Chief Investment Officer’s
Investment Committee members and senior investment staff of Institutional Investor entities with responsibility for appointing and monitoring investment managers and with fund assets exceeding A$1 billion.
Attendance:
Limited to approximately 40 fund representatives and approximately 35 sponsor representatives.
Registration fee:
A$2,950 plus GST
20 CPE Points
Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.
Notes: Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Wednesday 19 – Friday 21 September 2012
Commences Wednesday evening and concludes Friday later afternoon.
RACV Healesville Country Club, Melbourne, Victoria
In the current macroeconomic environment, where uncertainty across markets globally is increasing, there is a need for more in-depth examination of equities as an asset class, which represents more than 50% of total portfolios for many superannuation funds.
Our inaugural Equities Symposium will provide insights into the evolving role of equities in a portfolio, determinants of a successful investment strategy, allocation across risk and assets, monitoring and controlling risk exposures, identifying opportunities and effective implementation of investment decisions.
This forum is specifically designed for CIOs, Trustees, Investment Committee members and asset class specialists.
Who should attend?
CIOs
Trustees
Investment Committee members
Asset class specialists
Investment Committee members and senior investment staff of Institutional Investor entities with responsibility for managing or appointing and monitoring investment managers and with fund assets exceeding A$1 billion.
Attendance:
Limited to approximately 20 fund representatives and approximately 17 sponsor representatives.
Registration fee:
A$2,250 plus GST
15 CPE Points
Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.
Notes: Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Tuesday 16 – Thursday 18 October, 2012
Hong Kong
Insurance funds play a critical role in today’s society. As extreme weather-related, financial and social events become increasingly frequent and individuals become more risk conscious, investing of insurance assets poses many varied and unique challenges. At CIE’s inaugural Global Insurance and Liability Matching forum, delegates will discuss how best to adapt to the regulatory and tax environment, whilst challenging the direction it is heading; improve awareness of macro strategies to enhance liability matching in a low yield, inflationary environment; analyse portfolio hedging, both from a currency and tail risk perspective; and debate the role of and outlook for reinsurance firms, in addition to more micro investment and organizational specific strategies.
The forum will provide key decision makers with an unparalleled opportunity to engage with their peers to address the key challenges facing the insurance industry today.
Who should attend?
Chief Executive Officers
Chief Investment Officers
Senior investment staff of insurance funds
Attendance
Limited to approximately 20 fund representatives and approximately 16 sponsor representatives.
Registration Fee
$A4,500
15 CPE Points
Registration includes accommodation.
Notes – Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Wednesday 6 February 2013 – PART 1
Monday 23 September 2013 – PART 2
Part 1, Melbourne, VIC
CEOs are constantly facing new and increasingly complex issues requiring high-level and targeted knowledge. This forum will assist participants in meeting these specific needs by covering relevant investment and non-investment related issues, together with trends and practices which are imperative for CEOs in managing their funds. Recognising the importance of the interaction between fund CEOs and Chairs, Wednesday evening’s function will be a joint dinner between delegates attending the Chairs and CEOs forums. Topics to be covered at the Chief Executive Officers forum include:
Part 2, Melbourne, VIC
Who should attend?
Chief Executives (or equivalent) of Institutional Investor entities with assets over A$1 billion.
Attendance:
Limited to approximately 20 Chief Executive Officers.
Registration fee:
A$2,950 plus GST
15 CPE Points both both Part 1 & 2
Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.
Notes * Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Thursday 7 February 2013 – PART 1
Wednesday 10 October 2012 – PART 2
Part 1, Melbourne, VIC
The Chairs Forum will facilitate debate and discussion on key challenges and opportunities concerning board and leadership related issues including strategies, trends, practices and organisational imperatives. The forum provides a unique opportunity for Chairs to formulate and exchange views with their peers, to help them best manage and position their boards and funds. Some of the issues to be examined include:
Part 2, Melbourne, VIC
The Forum will be for superannuation Chairs only and conducted largely as a structured breakout session in a roundtable format.
Who should attend?
Chairs and Chairs-elect of Institutional Investor entities with assets over A$1 billion.
Attendance:
Limited to approximately 20 Chairs.
Registration fee:
A$2,950* plus GST for both Part 1 & 2
15 CPE Points for both Part 1 & 2
Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.
Notes: * Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Wednesday 27 February – Friday 1 March 2013
Commences Wednesday evening and concludes Friday late afternoon
Melbourne, VIC
The Chief Investment Officers symposium is the premier annual forum for CIOs and other senior investment professionals. It enables participants to examine critical issues in managing and structuring fund investment portfolios, products and internal teams. Following on from the 2011 forum, issues to be examined include:
Who should attend?
Chief and Deputy Investment Officer’s (or equivalent) of Institutional Investor entities with assets over A$1 billion.
Attendance:
Limited to approximately 25 fund investment professionals and approximately 18 sponsor representatives.
Registration fee:
A$2,450 plus GST
16 CPE Points
Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.
*Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Wednesday 8 May – Friday 10 May 2013
Commences Wednesday afternoon and concludes Friday afternoon.
Yarra Valley, VIC
Cash and Diversified Income investments have always held a sizeable and important part of Institutional Investors’ portfolios. However, the GFC and the attendant liquidity crises have brought renewed focus on these fundamentally important areas.
The forum will focus on what has changed and the new opportunities and strategies of investing in these critical areas.
Who should attend?
Trustees
Executives,
Investment Committee members
Investment staff of Institutional Investor entities involved in the appointment and monitoring of Cash and Diversified Income Managers.
Attendance
Limited to approximately 20 fund representatives and approximately 16 sponsor representatives.
Registration Fee
$A2,250 plus GST
15 CPE Points
Registration does not include accommodation, although CIE can coordinate bookings at no extra charge.
Notes – Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.
Sunday 7 July – Tuesday 9 July 2013
Commences Sunday afternoon and concludes Tuesday late afternoon
Location: TBA
This forum is now established as the leading forum for real estate practitioners and investors to discuss topical issues relating to domestic and international real estate investing. It offers delegates the opportunity to investigate not only the practical issues of portfolio construction and implementation, including governance and fund structures, but also the latest developments, opportunities and supply and demand issues in this sector.
Who should attend?
Trustees
Executives
Investment Committee members
Investment staff of Institutional Investor entities involved in the appointment and monitoring Real Estate Investment Managers and with fund assets exceeding A$1 billion.
Attendance:
Limited to approximately 20 fund representatives and approximately 17 sponsor representatives.
Registration fee:
A$2,250 plus GST.
15 CPE Points
Registration does not include accommodation, although CIE can co-ordinate bookings for no extra charge.
Notes Above mentioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels.