Fiduciary Investors Symposium 2022 (C) | Conexus Financial | 19 June 2022 | The Hydro Majestic Hotel Blue Mountains, 52-88 Great Western Hwy, Medlow Bath NSW 2780, Australia

A brutal war. Energy shocks. Unprecedented trade sanctions. Rising inflation. Investors have entered a new era of heightened uncertainty where geopolitical risks are front and centre. There are big questions about energy security and what this could mean for the world’s transition to renewables and rising concerns about how de-globalization is changing the investment landscape. Back on the home front, fiduciaries are being tested like never before as they continue to grapple with the impact of APRA’s performance benchmark test across their portfolios, integrating esg and building retirement solutions. The importance of peer-to-peer discussion and having the right information to achieve the best investment outcomes for members has never been more critical.

This event is open exclusively to investment leaders and asset allocators; people who are directly responsible for the leadership of asset portfolios and asset allocation, including chief investment officers, their direct reports, heads of asset classes, or other roles of similar seniority. Registration is complimentary.

2022 Speakers

Greg Barr
Principal consultant and segment head, Frontier

David Bell
Executive director, The Conexus Institute

David Breach
President and chief operating officer, Vista Equity Partners

Mark Carnegie
Founding partner, MH Carnegie & Co

Seamus Collins
Chief investment officer, Mine Super

Phil Dobrin
Senior portfolio strategist, Bridgewater

Andrew Fisher
Head of strategy, super savings, Australian Retirement Trust

Leigh Gavin
Head of investment model design, total portfolio management, AustralianSuper

Scott Haslem
Chief investment officer, Crestone Wealth Management

Josh Heller
Head of solutions, CIP Asset Management (CIPAM)

Mike Henry
Chief executive, BHP

Marek Herchel
Head of private equity (North America/Europe) MLC Asset Management

Robert Hogg
Head of fixed income and macro research, UniSuper

Andrew Howard
Chief investment officer, Equip Super

Professor Stephen Kotkin
John P. Birkelund '52 Professor in History and International Affairs, Princeton University

Nick Langley
Managing director, ClearBridge Investments

Jeremy Larkin
Executive director, private equity, IFM

Tom Leake
Head of solutions, Capstone Investment Advisors

Andrew Lill
Chief investment officer, REST

Don Luke
Chair, Australian Retirement Trust

Kevin Mak
Director private equity, Future Fund

Jessica Melville
Senior manager, portfolio strategy – mid risk, AustralianSuper

Rebecca Mikula-Wright
Chief executive, IGCC and AIGCS

James Murray
Senior portfolio manager, TCorp

Julian Poulter
Partner, Energy Transition Advisors

Bernard Reilly
Chief executive, Australian Retirement Trust

Fiona Reynolds
Chief executive, Conexus Financial

Romain Rouillon*
Director and head of total fund completion portfolio strategies, capital markets, OPTrust

Sonya Sawtell-Rickson
Chief investment officer, HESTA

Geoff Stewart
Head of investment risk, APRA

Colin Tate AM
Executive chair, Conexus Financial

Leanne Taylor
Head of portfolio strategy and asset allocation, VFMC

Sonia Teitel
Co-head of investment and development, Octopus

Robert Tipp
Chief investment strategist, head of global bonds, PGIM Fixed Income

Scott Tully
General manager, investments, Colonial First State

Geoff Warren
Associate Professor, Australian National University

Damien Webb
Deputy CIO, Aware Super

Alexandra West
Chief strategy officer – investments, Cbus

Amanda White
Director of institutional content, Conexus Financial

Courtney Wilder
Head of portfolio design, JANA

Kylie Willment
Chief investment officer, Mercer

Amy Xie Patrick
Head of income strategies, Pendal Group

2022 Partners

GOLD:
• Bridgewater
• Capstone
• Cipam
• Franklin Templeton
• IFM Investor
• MLC Asset Management
• Octopus Investments
• Pendal
• PGIM Fixed Income
• Vista

SILVER:
• Alliance Bernstein
• AMG
• Heitman
• T. Rowe Price
• Vinva