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Equities Forum 2018

  • RACV Country Club 122 Healesville-Kinglake Road Healesville, VIC, 3777 Australia (map)
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Wednesday 18 - Friday 20 July 2018

Commences Wednesday afternoon and concludes Friday afternoon

RACV Country Club, Healesville, VIC

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
  • 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
Head of asset class
Investment committee members
Senior investment staff
Trustees of institutional investor entities directly or indirectly managing fund assets

Approximately 40-50 representatives of institutional investor entities

Registration fee: 
A$2,950 plus GST
15 CPE Points

2017 Advisory Committee
Kent Sutherland, VFMC
Tanya Debakhouve, AMP Capital
Greg Barnes, Sunsuper
Joseph Wahba, AustralianSuper
Peter Laity, TCorp
Paul Crisci, Funds SA
Chris Pidcock, Super Investment Management
Joseph Cole, QSuper

Earlier Event: June 7
Alternatives Forum 2018
Later Event: July 25
Real Estate Forum 2018