Centre for Investor Education - CIE

Cash and Diversified Income 2012

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

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.

**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

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.

**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.

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.

**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.

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 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.

**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.

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.

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.

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

Global Insurance and Liability Matching 2012

cie_user — Sun, 29 May 2011 06:54:55 +0000

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.

Fund Leaders Forum 2013

cie_user — Sat, 30 Apr 2011 00:43:47 +0000

Chief Executive Officers Summit Part 1 & 2

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:

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

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:

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 2013

cie_user — Fri, 29 Apr 2011 01:21:27 +0000

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:

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.**

Cash and Divesified Income 2013

cie_user — Wed, 27 Apr 2011 01:37:39 +0000

Wednesday 8 May – Friday 10 May 2013
Commences Wednesday afternoon and concludes Friday afternoon.

Yarra Valley, VIC

The forum will focus on what has changed and the new opportunities and strategies of investing in these critical areas.

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.**

Real Estate 2013

cie_user — Tue, 26 Apr 2011 01:39:42 +0000

Sunday 7 July – Tuesday 9 July 2013
Commences Sunday afternoon and concludes Tuesday late afternoon

Location: TBA

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.