Centre for Investor Education - CIE

Fund Leaders Forum 2012

cie_user — Tue, 07 Jun 2011 05:46:42 +0000

Chief Executive Officers Summit Part 1 & 2

Wednesday 8 – Thursday 9 February 2012 – PART 1
Tuesday 9 October 2012 – PART 2

Part 1, Yarra Valley, 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:

Superannuation industry consolidation: implications of increasing superannuation fund sizes
The growing importance of in-house teams
The growing need for education of Trustees and CEOs
Business risk and superannuation funds

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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

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 Forum Part 1 & 2

Wednesday 8 – Friday 10 February 2012 – PART 1
Wednesday 10 October 2012 – PART 2

Part 1, Yarra Valley, 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:

The key lessons learned from weak global governance
Determining the optimal board and governance structure for timely decision-making
The need for optimising delegation in a fiduciary environment
Longevity risk: implications for governance

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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

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.

Chief Investment Officers Symposium 2012

cie_user — Sun, 05 Jun 2011 04:15:16 +0000

Wednesday 29 February – Friday 2 March 2012
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:

Risk management: Australia’s reliance on China as a key economic driver
The potential for India to rise to the challenge of becoming a driving force to Australian economy
The global power shift from West to East: new opportunities arising across various asset classes
Resource scarcity and climate change: a framework for sustainable investing

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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

*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.

Superannuation and Pension Funds Summit 2012

cie_user — Sun, 05 Jun 2011 03:52:38 +0000

Thursday 22 – Friday 23 March 2012

Toronto, Canada

All superannuation/pension funds share a common goal, to protect and grow retirement assets regardless of the challenges they face in both the DC and DB environments. At CIE we firmly believe that the future of the pension fund industry can be shaped through the creation of a global network aimed towards greater cooperation and communication. Moreover, that the ongoing progression of global best practice in investments, operations and strategy will be significantly enhanced through this network.

In light of the global sovereign debt crisis which has engulfed the world, cooperation at a global level is more important than ever as pension funds across the globe need to adapt to aging population and the upcoming wave of retiring baby boomers. The 2012 Superannuation and Pension Funds Summit will bring together a global network of institutional investors in search of solutions for some of the common challenges institutional investors face in today’s world of uncertainty and volatility.

The 2012 Summit will take place on Thursday 22 and Friday 23 March to coincide with the International Investing forum (25-30 March) and the location will be in North America with easy access to Washington, DC. Canadian and US fund representatives will join Australian and Dutch peers to explore co-investment opportunities and examine options for collaboration and cooperation on a global scale.

Who should attend?
Chairs
Trustees
Chief Executive Officers
Chief Investment Officers

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.

Registration fee:
A$1,100

14 CPE Points

Registration does not include accommodation, although CIE can co-ordinate bookings at no extra charge.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

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 2012

cie_user — Sat, 04 Jun 2011 07:15:45 +0000

Sunday 25 March – Friday 30 March 2012
Commences Sunday afternoon and concludes Friday late afternoon

Washington D.C., USA

In a critical election year, International Investing will return to Washington, D.C. to examine first hand the politics and policies which have the potential to pave the way to global economic recovery or exacerbate an already deepening debt crisis. The shift in economic power from West to East is transforming the global investment landscape, and numerous challenges face institutional investors.

We will cover key economic, geopolitical and investment developments across markets and hear from leading political commentators, policy makers, investment practitioners, academics and global thought leaders. These experts from around the world will assist us in contextualising the world’s patchwork economy, whilst progressing thought on economic, investment and behavioural ideas and theories.

Who should attend?
Chairs, Trustees, CEOs, CIOs and investment staff of Institutional Investor entities with assets over A$1 billion.

Attendance:
Each part will be limited to approximately 28 Australasian fund representatives and approximately 28 sponsor representatives.

Registration fee:
A$6,450
30 CPE Points

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

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

Cash and Diversified Income 2012

cie_user — Thu, 02 Jun 2011 06:55:31 +0000

Tuesday 22 May – Thursday 24 May 2012
Commences Tuesday evening and concludes Thursday late 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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

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 2012

cie_user — Thu, 02 Jun 2011 04:18:42 +0000

Sunday 8 July – Tuesday 10 July 2012
Commences Sunday afternoon and concludes Tuesday late afternoon

Noosa, 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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

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.

Investing in Private and Alternative Markets 2012

cie_user — Wed, 01 Jun 2011 04:17:15 +0000

Tuesday 10 July – Thursday 12 July 2012
Commences Tuesday evening and concludes Thursday late afternoon.

Noosa, 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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

Major Market Players 2012

cie_user — Tue, 31 May 2011 06:38:10 +0000

Sunday 19 August – Wednesday 22 August 2012
Commences Sunday afternoon and concludes Wednesday late afternoon

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

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.

**Click here for a more detailed description of this forum from an extract of our new publication, The Centred Investor.**

Equities Symposium 2012

cie_user — Mon, 30 May 2011 07:13:41 +0000

Wednesday 19 – Friday 21 September 2012
Commences Wednesday evening and concludes Friday later afternoon.

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.