Asset Allocation Summit New Zealand

Day 1 Programme, 21-Jul-2010

Summary : The first day of the conference will be focusing on the issues like: Repositioning the concept of NZ Superannuation: From entitlement to safety net, Integrating KiwiSaver into a working decumulation framework etc.

09:00 AM  -  0-1:0-1 AM
Opening remarks from the chair
Mr Vance Arkinstall, CEO, Investment Savings and Insurance Assocaition

09:10 AM  -  0-1:0-1 AM
Keynote address: 2025 Review: Challenges for NZ's future pension system
Mr Don Brash, Chair, Former Governor, 2025 Taskforce, Reserve Bank

09:50 AM  -  0-1:0-1 AM
Keynote address: Global & Domestic economic outlook: Implications for NZ institutional investors
Mr Shamubeel Eaqub, Principal Economist, New Zealand Institute of Economic Research

10:30 AM  -  0-1:0-1 AM
Morning Tea

11:00 AM  -  0-1:0-1 AM
Presentation Government actuary address: Challenges for KiwiSaver within NZ's future superannuation system
Mr David Benison, Government Actuary, Insurance and Superannuation Unit - Ministry of Economic Development

11:30 AM  -  0-1:0-1 AM
KiwiSaver Panel: What's next for KiwiSaver?
Mr Phillip Houghton-Brown, Chief Investment Officer, ING (NZ) Limited

12:10 PM  -  0-1:0-1 AM
Speed Networking

12:50 PM  -  0-1:0-1 AM
Networking Lunch

13:50 PM  -  0-1:0-1 AM
Presentation; The future role of the asset consultant in NZ's superannuation industry
Mr Martin Lewington, Head of Mercer NZ, Mercer New Zealand

14:20 PM  -  0-1:0-1 AM
Panel discussion: Increasing fund operational and investment efficiency
Mr Grant McKenzie, Director - Financial Services Division, University of Otago Endowment

15:00 PM  -  0-1:0-1 AM
Presentation: Evaluating liquidity risk within the portfolio
Dr Craig Ansley, Investment Specialist, Russell Investments, NZ

15:30 PM  -  0-1:0-1 AM
Afternoon Tea

15:50 PM  -  0-1:0-1 AM
Panel discussion: Responsible investment in a post Copenhagen era
Ms Anne-Maree O'Connor, Head of Responsible Investment, New Zealand Super Fund

16:20 PM  -  0-1:0-1 AM
Panel discussion: Risk budgeting funds in the current climate
Mr Joe Cheung, Senior Consultant, Russell Investments, NZ

16:50 PM  -  0-1:0-1 AM
Closing remarks by the Chair

17:00 PM  -  0-1:0-1 AM
Close of Day One

Day 2 Programme, 22-Jul-2010

Summary : The second day of the conference will be dedicated to the topics including: Revaluating risk profiles and the expected pattern of returns, Identifying common investment beliefs that are vulnerable to re-assessment etc.

09:00 AM  -  0-1:0-1 AM
Opening remarks from the chair

09:10 AM  -  0-1:0-1 AM
Keynote address: Portfolio Management 2015 - a vision for the future
Mr Troy Rieck, Managing Director - Capital Markets, QIC

09:50 AM  -  0-1:0-1 AM
NZ Superfund Keynote Case Study: Reviewing the fund's reference portfolio
Mr David Inverson, Senior Investment Strategist, New Zealand Superannuation Fund

10:30 AM  -  0-1:0-1 AM
Presentation: Life Settlements and the Appeal of an Uncorrelated Asset Class in all Market Conditions
Mr Charles Wong, Managing Director, Coventry Capital

11:00 AM  -  0-1:0-1 AM
Morning Tea

11:30 AM  -  0-1:0-1 AM
NZ's capital markets taskforce: Actioning the recommendations
Ms Franceska Banga, CEO, New Zealand Venture Investment Fund

12:00 PM  -  0-1:0-1 AM
Keynote address: Identifying Investment Risks for the Next Decade
Mr Nicholas Bagnall, Head of Investment, Accident Compensation Corp

12:30 PM  -  0-1:0-1 AM
Presentation: How has the GFC impacted on the active vs. passive debate, and what do current markets favour?
Mr Paul Bevin, GM - Investments/CIO, Government Superannuation Fund Authority/Annuitas Management Limited (Annuitas)

13:00 PM  -  0-1:0-1 AM
Networking Lunch

14:00 PM  -  0-1:0-1 AM
Investing in agriculture: Capitalising on an untapped investment sector for institutional investors
Mr Derek Hopkins, Managing Director, Franklin Group

14:30 PM  -  0-1:0-1 AM
Panel discussion: Can investors effectively utilize alternatives whilst maintaining the simplicity and transparency they currently crave?
Mr Richard Palmer, Investment Director, New Zealand Venture Investment Fund

15:10 PM  -  0-1:0-1 AM
Presentation: Structuring the fund's fixed income allocation
Mr Grant Hassell, Head of Fixed Income, AMP Capital Investors

15:40 PM  -  0-1:0-1 AM
Afternoon Tea

16:00 PM  -  0-1:0-1 AM
Community trust panel: Maximising investment returns to support philanthropic missions
Mr Sasha Mandich, Senior Consultant, Russell New Zealand

16:30 PM  -  0-1:0-1 AM
Endowments panel: Understanding the investment management process of a university endowment fund
Mr Grant McKenzie, Director - Financial Services Division, University of Otago Endowment

17:00 PM  -  0-1:0-1 AM
Closing remarks by the Chair

17:10 PM  -  0-1:0-1 AM
Close of Day Two