Real Estate Investing Forum 2017

Wednesday 26  - Thursday 27 July 2017
Commences Wednesday morning and concludes Thursday afternoon

Melbourne, Victoria

CIE’s Real Estate Investing Forum explores the current opportunity set for real estate investors and highlights the key organisational and investment factors necessary 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.

The Forum will facilitate debate and discussion around dynamic changes across the real estate landscape, the opportunities and risks borne from increased competition among investors to secure prime real estate into their portfolios and the key trends that will shape real estate investing moving forward.

Topics to be covered include:

  • Exploring cyclical and structural trends affecting global real estate and why Australian investors ought to be looking abroad
  • Constructing diversified real estate portfolios – balancing risk and opportunity
  • Investing opportunities beyond core real estate
  • What’s next for 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.

 
 

Chairs & CEOs Symposium 2017

Thursday 17 – Friday 18 August 2017
Commences Thursday afternoon and concludes Friday afternoon.

Melbourne CBD, VIC

CIE’s Chairs and Chief Executive Officers Symposium provides a platform for delegates to discuss topical issues across investments, member engagement, organisational efficiency and culture, with the objective of providing practical solutions that enable the attainment of better retirement outcomes for members.

A major challenge for the industry is the burden of compliance and regulatory oversight. With over $2 trillion in Australian superannuation assets under management, the industry should expect the recent scrutiny to continue. The challenge for funds is balancing the need to be innovative, relevant and sustainable within the confines of a more demanding regulatory and prudential regime.

A key component of governance is the structure and operation of trustee boards. With the inevitable increase in the number of independent trustees (and independent Chairs?), funds should be the leaders in instigating change and they should work with their sponsors to start planning and searching for the most suitable candidates.

APRA’s requirement that funds have a holistic understanding of risk has driven significant cultural change and has led a drive by funds to appoint chief risk officers. The role of the chief risk officer is to pro-actively identify and comprehend the inherent risks within the fund and assess if there is anything that could adversely affect the business’ ability to achieve its strategic objectives. The challenge facing funds is how to align the different risk cultures and tolerances that exist between trustee boards and staff, as well as the need to balance investment and operational risks.

As the industry prepares for the dismantling of the default award system, superannuation funds, especially industry funds, have been focusing on improving member engagement efforts in preparation for a more competitive landscape.

The ultimate goal of the industry in supporting members through retirement can aptly be described as the retirement ‘trilemma’, as funds need to navigate a course between flexibility, longevity and adequacy when developing retirement products. While there is no silver bullet, the principles are clear and innovative work is being completed, promising exciting opportunities for funds and their members.

The Chairs and Chief Executive Officers Symposium explores these important strategic issues amongst industry peers, who are facing similar challenges in their roles and allows them to share experiences and discuss innovative ideas that they can incorporate within their organisation for the benefit of their members and stakeholders.

Topics to be covered include:

  • Redefining the goals of super – how do funds best contribute to the way that members engage, save and commit to long term financial goals?
  • Optimising board and governance structure, appointing the ‘right’ people, enabling timely decision making
  • Remaining relevant to members in a growing and increasingly competitive industry
  • Creating alignment between the interests of key internal and external stakeholders to execute the strategic vision
  • Evolution of industry regulation and the scrutiny placed on investment organisations

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 2017

Wednesday 13 – Friday 15 September 2017
Commences Wednesday afternoon and concludes Friday late afternoon

Harvard University*, Cambridge, MA, USA

The CIE Global Equities Research Study Tour, hosted on campus at Harvard University, is 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.

Limited to 25 select delegates, this is 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.

For investors/asset owners 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

 
 

MMP – Investment Strategy Symposium 2017

 

Wednesday 18 – Friday 20 October 2017
Starts Wednesday Afternoon and concludes Friday afternoon

Location: Sofitel Noosa Pacific Resort, Noosa, Queensland

CIE’s Major Market Players Symposium gives delegates the opportunity to explore issues concerning investment strategy among peers, thought leaders and innovators in the industry.

Throughout the Symposium we address and discuss the major challenges confronting strategic asset allocation. This gives delegates the opportunity to consider related issues in the context of an environment where balancing shorter and longer term considerations is becoming a more demanding endeavour, in pursuing investment ‘best practice’ frameworks and processes.

Topics to be covered include:

  • Striking the ‘right’ balance between longer and shorter investment time horizons
  • Matching the appropriateness of your investment objectives to your member demographics
  • Incorporating uncertainty into the investment decision making process
  • Weighing the impact of potential left-tail events
  • Assessing the cost of ‘poor’ strategy

Who should attend? 
Chairs
Chief Executive Officers
Chief Investment Officers
Head of Strategy
Head of Asset Class
Senior Investment Staff
Trustees of Institutional Investor Entities

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

Registration fee:
A$3,250 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.