Chief Investment Officers Symposium 2018

Wednesday 14 – Friday 16 February 2018
Commences Wednesday afternoon and concludes Friday late afternoon

Sheraton Hotel, Melbourne, VIC

The Chief Investment Officers Symposium gives the industry’s key investment decision makers and leaders the opportunity to come together with peers and global investment experts to share and discuss their macroeconomic and strategic views, openly and candidly.

Investors face an unprecedented economic backdrop through which they are navigating their portfolios and making capital allocation decisions. This Symposium will give participants the opportunity to share the approaches they have taken to managing investments, their relative successes and failures, the lessons learned and how those experiences have led them to evolve their investment approach for the future.

Topics to be covered include:

  • Rethinking asset allocation: dissecting the risks and opportunities for your portfolio
  • Pursuing returns and diversification through exploring new investment ideas
  • Adapting your strategy and approach to investing in the current climate
  • Exploring global investment opportunities and approaches to accessing them
  • Managing people and processes to attain desired outcomes and optimise performance

Who should attend?
Chief Investment Officers and Deputy Investment Officers (or equivalent) of Institutional Investor entities with assets over A$1 billion.

Attendance:
Approximately 40-50 representatives of institutional investor entities

Registration fee:
A$3,250 plus GST
15 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.

 

 
 

ESG Roundtable 2018

Wednesday 7 March 2018
Commences Wednesday morning and concludes that evening.

Melbourne, Victoria

Over the last four years, there has been a notable shift in our industry’s approach to addressing Environmental, Social, and Governance (ESG) factors in the investment process and product structuring. This has been driven by a deeper understanding of the impact on asset valuations, greater engagement with stakeholders in how funds are invested, as well as external lobby groups.

Moving past rhetoric and tick the box solutions, such as signing the UN Principles for Responsible Investment, investors are now implementing a more sophisticated, holistic approach to the incorporation of ESG factors. However, while there are numerous success stories to learn from, on the whole there remains a significant gap between words and action. This is, in part, attributable to the fact that the study and use of ESG factors is still a relatively new endeavour, with different approaches continuing to evolve. Impact Investing for example, once a fringe concept, is now an attractively significant support as a lens through which to view the investment portfolio.

The challenges of ESG integration has opened up several issues for institutional investments to consider, such as:

  • Is there an opportunity for investors to play a more active role, and put in place incentives and accountability measures that encourage a longer term focus?
  • Does mandate design and performance review with fund managers support longer term objectives, or work against them?
  • Should investors have a greater focus on working directly with companies?
  • Who should be leading on pushing ESG-related issues, the asset owners or asset managers, and to what extent?

CIE’s ESG Roundtable will take a deep dive into the issues associated with effective ESG implementation and ensuring it drives better investment outcomes. Following an interactive workshop structure, practitioners will participate in an exchange of ideas between industry peers that are focused on overcoming practical challenges. With a more organic structure and a limited number of asset managers in the room there will be value in unpicking, analysing and considering the inherent strengths and weaknesses of different individual investment models, strategies and approaches to holistic ESG integration.

Who should attend?
ESG Investment Specialists
Heads of ESG
Chief Investment Officers
Chief Executive Officers
Chair of Investment Committee

Attendance
Approximately 20-25 representatives of institutional investor entities

Registration Fee
$A1,000 plus GST
8 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.

 
 

International Investing Symposium 2018

Sunday 22 – Thursday 26 April 2018
Commences Sunday afternoon and formally concludes Thursday late afternoon.

Hotel Adlon Kempinski, Berlin, Germany

The International Investing Symposium is CIE’s premier annual event that brings together a senior delegation of Australian asset owners to an offshore destination to collectively explore geopolitical, economic and investment themes, and dissect their implications on portfolios. This is becoming increasingly relevant as Australian institutional portfolios continue to globalise and become increasingly sophisticated and complex.

The Symposium attracts global investment experts with the aim of collaboratively developing solutions to the challenges facing institutional investors, in pursuit of global best practice management of institutional capital and attaining the best possible outcomes for beneficiaries.

Topics to be covered include:

  • The future of the euro and the European Union
  • Understanding the drivers of growth across Europe
  • Assessing the impact of government policies on economic growth, debt, inflation and asset prices
  • Analysing the paradigm shift in global power and how it is impacting the investment opportunity set
  • Exploring new investment strategies: pursuing returns in a low yielding environment

Who should attend? 

Chairs, chief executive officers, chief investment officers, head of strategy, head of asset class, senior investment staff and trustees of institutional investor entities.

Attendance:
Approximately 60-80 representatives of institutional investor entities.

Registration fee:
A$7,500 (includes accommodation for 5 nights)
30 CPE Points

Registration includes accommodation for fund representatives, which will be booked by CIE.

*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.

 
 

Fixed Income and Credit Forum 2018

Wednesday 16 – Friday 18 May 2018
Commences Wednesday afternoon and concludes Friday afternoon.

RACV Country Club, Healesville, Victoria

Investing in the fixed income and credit asset class presents a unique, strategic challenge for investors faced with unprecedented interest rates levels as well as growing divergence in monetary policy settings across the globe.

CIE’s Fixed Income & Credit Forum addresses the challenges of managing and allocating capital across an asset class that is seemingly structurally impaired and complicated further by heightened uncertainty about the future direction of interest rates, inflation and debt levels.

This is presenting asset owners with new challenges and forcing them to rethink their approach to managing fixed income and credit portfolios. In response, investors are taking a proactive approach to managing risk, whilst also adopting an active approach to identifying and capitalising on opportunities.

Topics to be covered include:

  • Questioning the validity of the defensive nature of fixed income investing and how to remain defensive
  • Understanding the impact of the macroeconomic environment on fixed income portfolios
  • Identifying investment opportunities across the fixed income and credit spectrum
  • Becoming more dynamic with the defensive portion of your portfolio
  • Utilising derivatives for return generating and risk immunising purposes

Who should attend?
Chief Investment Officers
Heads of asset classes
Investment committee members
Senior investment staff and trustees of institutional investor entities directly or indirectly managing fund assets

Attendance
Approximately 40-50 representatives of institutional investor entities

Registration Fee
$A2,950 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.

 
 

Alternatives Forum 2018

Thursday 7 – Friday 8 June 2018
Commences Thursday afternoon and concludes Friday afternoon.

Melbourne, Victoria

CIE’s Alternatives Forum explores the role of alternative investments in institutional portfolios at a time when investors are looking to diversify the sources of risk and return away from interest rates and equity market beta.

The Forum examines some of the key factors to successfully investing across private and alternative markets domestically and abroad. It focuses on effective implementation of investment strategies, explores various approaches to portfolio construction and highlights the key trends taking place now and into the future across the spectrum of alternative investments.

Some of the other issues the Forum looks to address relate to methods of accessing private and alternative investments, the associated fees, risks and opportunities for investors, due diligence considerations, strategies for managing illiquidity and the different approach required when dealing with a counterparty compared to a public exchange.

Topics to be covered include:

  • Exchanging ideas and views on various approaches investors can take to diversify their portfolios
  • Exploring global investment opportunities across private and alternative markets
  • Assessing the challenges investors face in allocating capital to alternative assets
  • Strategies for deploying capital and optimally implementing alternatives into institutional portfolios
  • Trend analysis: highlighting the differences and similarities between regions and global markets

Who should attend?
Chief Investment Officers
Heads of asset classes
Investment committee members
Senior investment staff and trustees of institutional investor entities directly or indirectly managing fund assets

Attendance
Approximately 40-50 representatives of institutional investor entities

Registration Fee
$A1,950 plus GST
10 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.

 
 

Equities Forum 2018

Wednesday 18 – Friday 20 July 2018
Commences Wednesday afternoon and concludes Friday afternoon.

RACV Country Club, Healesville, Victoria

CIE’s Equities Forum brings together the largest delegation of senior equities investors in Australia to address the most critical issues in portfolio construction, analysing emerging investment opportunities and assessing risk management techniques, focused on achieving their individual investment objectives.

While domestic equity exposure will remain a cornerstone of Australian institutional investor portfolios, as the pool of institutional capital and retirement savings continues to grow, allocations are set to spill over into global equities. As this trend towards allocating offshore evolves, investors will encounter unique challenges that necessitate the adoption of new approaches to investing and an adaptation to organisational structures
and frameworks to successfully transition portfolios.

Topics to be covered include:

  • Assessing trends transforming the equities investment landscape domestically and abroad
  • Contextualising macroeconomic and geopolitical themes and their impact on equities investing
  • Broadening equities investment exposure offshore: developed and emerging markets
  • Exploring new approaches to constructing portfolios and managing risk
  • Analysing investment strategies and opportunities to attain returns in an uncertain and low growth environment

Who should attend?
Chief Investment Officers
Heads of asset classes
Investment committee members
Senior investment staff and trustees of institutional investor entities directly or indirectly managing fund assets

Attendance:
Approximately 40-50 representatives of institutional investor entities.

Registration fee:
A$2,950 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.

 
 

Real Estate Investing Forum 2018

Wednesday 25  – Thursday 26 July 2018
Commences Wednesday morning and concludes Thursday afternoon

Melbourne, Victoria

CIE’s Real Estate Forum explores the opportunity set for real estate investors and highlights the key investment considerations for effective implementation. Globally, real estate assets have established their place in institutional portfolios and, as such, investment in the asset class is becoming increasingly sophisticated, with heightened competition for a limited pool of assets.

The Forum brings together senior institutional investors to discuss and explore strategies that they can employ to successfully navigate the real estate investment landscape and is a must for investors seeking real insights into the opportunities and challenges facing the asset class.

Topics to be covered include:

  • Assessing key trends and themes shaping real estate investment opportunities
  • Insights on global real estate: strategies for competing with local investors in offshore markets
  • Investing beyond core real estate: where do the best risk-adjusted opportunities lie?
  • Strategies for creating diversified real estate portfolios
  • The future of Australian real estate

Who should attend?
Chief Investment Officers
Heads of asset classes
Investment Committee members
Senior Investment staff and trustees of institutional investor entities directly or indirectly managing fund assets

Attendance:
Approximately 40-50 representatives of institutional investor entities

Registration fee:
A$1,950 plus GST.
10 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.

 
 

Direct Lending Roundtable 2018

Thursday 2 August 2018
Commences Thursday morning and concludes later that afternoon

Melbourne, VIC

CIE’s Direct Lending Roundtable addresses the evolution of the opportunity set in direct lending, across global private debt markets, in response to continued focus of Australian institutional investors on the asset class.

The Direct Lending Roundtable gives participants a unique opportunity to gain insights into private debt investing and critically assess new investment opportunities and managers, in a peer group setting.

This is a focused, one day event where the agenda has been structured in close consultation with the industry with the aim of meeting the specific needs of Australian institutional investors conducting due diligence and ongoing research into establishing or expanding their private debt program.

Limited to 25 select delegates, this is a highly interactive and intimate event that offers a unique opportunity for participants to share information, gain insights, benchmark their existing portfolio design and incumbent managers and be exposed to world-class experts, focusing on direct lending and private debt investment opportunities.

Topics to be covered include:

  • Assessing demands/supply in private debt markets and the growing stock of ‘dry powder’ chasing deals
  • The changing composition of direct lending funds – to what extent have risk/return characteristics changed?
  • Comparing opportunities across Europe & the US
  • Exploring alternatives to corporate loans
  • Overcoming challenges in finding appropriate partners & structuring mandates

Who should attend? 
Heads of fixed income and credit, senior investment staff, investment committee members

Attendance:
Approximately 20-25 representatives of institutional investor entities

Registration fee: 
A$1,000 plus GST
8 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.

 
 

Chairs & CEOs Symposium 2018

Thursday 16 – Friday 17 August 2018
Commences Thursday afternoon and concludes Friday afternoon.

Melbourne CBD, VIC

CIE’s Chairs & Chief Executive Officers Symposium provides a platform for C-suite executives of institutional investor organisations to come together and set the strategic agenda for their respective organisations, and the industry as a whole, through facilitated debate and discussion of key strategic challenges faced.

The Symposium provides a platform for organisational leaders to come together to discuss current and relevant industry wide issues, in a collegial setting, with the aim of sharing the approaches taken in pursuit of attaining optimal outcomes for their respective constituents.

Topics to be covered include:

  • Assessing key competitive pressures facing the industry
  • Creating strategic partnerships and effective implementation of mergers
  • Strategies for delivering value, engaging and improving member experience
  • Optimising board and governance structures to improve operational efficiency
  • Navigating government policy and regulatory change

Who should attend? 
Chairs
Chairs-elect of institutional investor entities
Chief Executive Officers
Chief Executive Officers-elect of institutional investor entities

Attendance: 
Limited to approximately 45 participants.

Registration fee:
A$1,950* plus GST
10 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.

 
 

Global Equities Research Study Tour 2018

Wednesday 12 – Friday 14 September 2018
Commences Wednesday afternoon and concludes Friday late afternoon

Harvard University*, Cambridge, MA, USA

The CIE Global Equities Research Forum gives delegates a unique opportunity to gain insights into global equities investing and critically assess new investment opportunities and managers, in a peer setting.

Held over three days, the program schedule is wholly organised by CIE to meet the needs of Australian investors expanding global equities portfolios.

Participation in this event is limited to select delegates only, with a highly interactive and intimate program that offers a unique opportunity to share information, gain insights, benchmark your existing portfolio design and incumbent managers, and be exposed to world-class investment experts.

The benefits of participating in this event include:

  • Gaining exposure to the best new equities investment ideas from around the globe
  • Critically assessing new and emerging equities investment themes and strategies
  • Broadening access to innovative asset managers not on asset consultants’ radars
  • Discussing the latest techniques in portfolio construction and risk management
  • Reviewing investment styles of boutique and alternate managers
  • Undertaking fund manager review by collaborating with industry peers

For fund managers the CIE Global Equities Research Study Tour is an opportunity to meet key decision makers representing Australia’s largest superannuation/pension funds. By bringing investors to you, the study tour
provides access and a platform for the fund manager to have their investment expert/portfolio manager present the organisation’s investment strategy/research to this select group of investors, removing the need to undertake fly-in-fly-out trips to Australia and avoiding the time and costs associated.

Who should attend? 

Head of equities, senior equities investors, chief investment officers, head of investment strategy, investment committee members

Attendance:
Approximately 20 – 25 representatives of Australian institutional investor entities.

*Centre for Investor Education or any responsible parties is not affiliated with Harvard University, nor is Centre for Investor Education a Harvard University program or activity