Superannuation Fund Risk Forum | IBR Conferences (International Business Review) | 18 September 2017 | Bayview Eden Melbourne, Bayview Eden Melbourne 6 Queens Road Melbourne, Victoria 3004 T: 03 9250 2222

Key points of discussion will include:

Key investment and operational risks under the microscope
Insights into enhanced management the well-known superannuation fund risks and:
Insights into how to identify, quantify and manage the big issue of less well recognised risks
Superannuation fund risks – the regulator’s view
Examples of risks identified in the regulator’s periodic fund reviews
The Operational Risk Reserve – how much is enough?
The risks entailed in outsourcing custody
Unit pricing errors – the single biggest operational risk for superannuation fund
Securities lending risks – does the fund understand the hidden risks in a securities lending program and is it really money for nothing?
“Ponzi” defined benefit funds – lessons learned from overseas
Investment risk to members – are we confusing market volatility with adequacy in retirement?
External investment management risk – the operational aspects
Short termism risk
Investment fee risk – are we spending members’ money wisely in chasing the holy grail of active equity returns?
Managing investment risk – the roles of the Chief Investment Officer and the Chief Risk Officer
Tax risk – are we doing enough to address the risk of blowing out the fund’s single biggest expense?
Longevity risk – will the member outlive their superannuation savings?

Kyle Ringrose
Principal, Athena IOC

Brett Elvish
Founder and Director, Financial View Point

Damien Mcyntire
Head of Distribution, Grant Samuel Funds

Elizabeth Sheedy
Associate Professor at Macquarie Applied Finance Centre

David Marchant
Owner & Editor, Offshore Alert

David Reed
Retirement Adviser, The Retirement Advice Centre

Sean McGing
Director at McGing Advisory & Actuarial

David Knox
Senior Partner, Mercer

Chad Padowitz
Head of Research at Wingate Asset Management

Jonathan Green
Head of Investment at Tcorp

Michael Armitage
Head of Fund Advisory, Milliman

Ian Grubb
Associate Director at Ernst and Young