BEYOND
DISRUPTION

The Changing Face of Investment Management

Sofitel Sydney Wentworth | Sydney, Australia
17 October 2019

AGENDA


8.15amREGISTRATION OPEN
9.00amWELCOME
Ganesh Suntharam, CFA – President of CFA Society Sydney
9.15amAddress from Guy Debelle – Deputy Governor, Reserve Bank of Australia
9.45amPANEL: THE STATE OF THE ECONOMY
Su-Lin Ong – Chief Economist & Head of Australian Research at RBC
Capital Markets
Brian Redican – Chief Economist NSW Treasury Corporation
Ben Jarman – Snr Economist J.P. Morgan
10.30amSPOTLIGHT SESSION: INVESTMENT GOVERNANCE FOR FIDUCIARIES
Dr Michael E Drew – Professor of Finance, Griffith University and Director, Drew, Walk & Co.
10.45amNETWORKING BREAK
11.15amAddress from James Shipton – Chair Australian Securities and
Investment Commission
11.45amTHE GREAT DEBATE – The future of financial services lies in better culture not regulation.
Moderator Anthony Serhan, CFA – Head of Distribution Pendal
Mark Lazberger, CFA – Private Investor
Jennifer Hewett – National Affairs Columnist for The Australian Financial Review.
Michael Clancy, CFA – CEO Qantas Super
Lindsay Mackay – Corporate Counsel, Australia at Franklin Templeton Investments
12.15pmETHICS WORKSHOP
Sonia Gandhi, CFA – Director of Ethics Education & Professional
Standards CFA Institute
12.45pmNETWORKING LUNCH
1.45pm FINANCE FOR NORMAL PEOPLE: HOW INVESTORS AND MARKETS BEHAVE
Meir Statman – Glenn Klimek Professor of Finance at Santa Clara
University
2.15pmPANEL: FINANCIAL MARKETPLACE OF THE FUTURE
Adam Gee – Head of Strategy Grow Super
Vicki Doyle – Chief Executive Officer, Rest Super
Giselle Roux – Chief Investment Officer, Escala Partners
Moderator, Marian Poirier, CFA – Snr Managing Director, Head of
Australia at MFS Investment Management
3.00pmSPOTLIGHT SESSION: INVESTMENT PROFESSIONAL OF THE FUTURE
Maria Wilton, CFA – Non-Executive Director
3.15pmNETWORKING BREAK
3.35pmALIGNMENT AND LONG TERM FOCUS – HOW TO STAY THE COURSE
Carol Geremia – President, MFS Investment Management
3:45pmPANEL: STEWARDS OF LONG TERM CAPITAL
Carol Geremia – President, MFS Investment Management
Mark Delaney, CFA – CIO Australian Super
Richard Brandweiner, CFA – CEO Pendal Australia
Moderator, Sandi Orleow, CFA – Non-Executive Director
4.20pmSPOTLIGHT SESSION: THE LATEST IN ESG
Mary Leung, CFA – Head, Advocacy, Asia Pacific CFA Institute
4.35pmTECHNOLOGIES THAT CHANGE THE WORLD
Dr Bruce McCabe – Futurist
5.15pmCLOSING REMARKS
5.30pmNETWORKING DRINKS

Disclaimer: Agenda subject to change, please check the conference website for the latest version