Conference of Major Superannuation Funds

2018 Presentations

Feel free to download our collection of presentations from the 2018 CMSF below.

Wednesday Presentations
- Thursday Presentations
Friday Presentations

Please note: not all presentations are available due to owner discretion, also not all sessions contained a slide presentation.

Remember, you can still watch all of the plenary and forum sessions on demand on our AIST Events You Tube page.


DAY 1 - Wednesday 14 March 2018

Available SessionsSpeaker

PLENARY 1

 

THE IMPACT OF THE CHANGING WORKFORCE ON SUPER, RETIREMENT AND THE WIDER COMMUNITY

With more people working in the gig economy or in jobs where their career path is far from certain, our panel will examine the challenges ahead for the Australian workforce and the potential impact on super and retirement outcomes.

  • Nicholas Davis, Head of Society and Innovation, Member of the Executive Committee, World Economic Forum (Switzerland)

CONCURRENT SERIES 1

 

1A – SPURRING ECONOMIC GROWTH THROUGH DIRECT LENDING

As banks continue to retreat from the lending market, direct lending is becoming an increasingly important asset class. Our panellists will discuss the range of direct lending available, the risks and opportunities, and how direct lending, as a complementary source of capital, can drive economic growth.


1B – STAYING FOCUSSED ON THE LONG TERM

While there is broad agreement that focussing on the long term delivers the best outcomes for super funds and their members, it is easy to get distracted by short-term happenings.

Sarah Keohane Williamson, CEO of the not-for-profit organisation, FCLTGlobal – a company that was founded by five leading financial services firms – will share her organisation’s tools and strategies to supporting long term behaviours across the investment value chain.

CONCURRENT FORUMS 1

 

1A – WHAT’S ON THE REGULATORS’ RADAR

With a host of regulatory developments on the horizon - including the release of a new prudential standard - this session featuring APRA , ASIC and the ATO is essential for all those who need to be on the front foot of regulatory change and implementation.

CONCURRENT SERIES 2

 

2B - MAKING INFORMED TECHNOLOGY DECISIONS

Deciphering the complexity of large scale technology projects and ensuring their successful roll-out is a challenge for every board, as well as many fund executives.

Global leading tech researcher, Gartner, will reveal the most important questions to ask experts to ensure your board and other key executives make informed decisions about the latest tech developments impacting super.

2C – HOW CAN ASSET OWNERS ADDRESS THE SOCIAL DIMENSIONS IN CLIMATE STRATEGIES?

Pension investors are increasingly committed to a low-carbon transition to address climate change and understand the risk of stranded assets in their portfolios. Stranded assets, however, aren't just physical - they are also human.

This session will examine the impact of social issues on the climate agenda and look at what government, business and investors can do to address the problem. Our speakers will also provide an overview of upcoming joint PRI and Harvard research into investment decision making regarding shareholder engagement, capital reallocation and policy dialogue.

  • Vonda Brunsting, Project Manager, Hauser Institute for Civil Society at the Center for Public Leadership, Harvard University Kennedy School (USA)

2D – TACKLING UNPAID SUPER

As a sector that is committed to positive member outcomes, we still have a significant issue with unpaid super. This session will provide trustees and funds with a range of solutions to mitigate against the erosion of members’ retirement balances.

Key issues covered will include: the size and demographics of unpaid super; how some funds are tackling the problem; new government measures and developments from the ATO.

SPECIAL INTEREST SESSION

 

INSURANCE IN SUPER CODE OF PRACTICE

Insurance in superannuatio n is still going to be a focal point of scrutiny for 2018 and beyond. This session will provide expert commentary on the detail you need to know about the Code and why funds need to consider adopting the Code.

THE MAKING OF MERGERS - WHO, WHAT AND WHEN

This session teams a Chair, a CEO and a consultant to talk about the different roles each can take during merger discussions and then merger implementatio n. From initial discussions through to final legal sign outs, the panel will share experiences of how the Board, the executive team and external advisors each play key roles, and how they need to work together. This will be a lively and interactive session with relevance to all funds considering mergers down the track.

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DAY 2 - THURSDAY 15 March 2018

Available Sessions

Speaker

CONCURRENT SERIES 3

 

3A – PROBLEM SOLVING AND DECISION MAKING FOR DIRECTORS

With today’s rapid pace of change, have our attitudes and behaviours changed about problem solving? Are they faster, slower or paralysed by virtue of too many options? Directors have enormous pressure to make decisions in the boardroom.

This session will explore the complexity of making decisions to produce positive outcomes.

  • Jill Klein, Professor of Marketing, Melbourne Business School

3B – HOW CAN ‘BIG DATA’ INFORM INVESTMENT PRODUCT DESIGN?

Pension funds and investment managers are increasingly using ‘big data’ to analyse savings and spending patterns in order to develop investment solutions for their client’s needs. Hear from three global experts about the lessons they have learnt from using data to improve member outcomes.

  • Sabrina Bailey, Global Head of Retirement Solutions, Northern Trust Asset Management (USA)

  • Anne Lester, Portfolio Manager and Head of Retirement Solutions, J.P. Morgan Asset Management (USA)

  • Lesley-Ann Morgan, Global Head of Defined Contribution and Retirement, Schroders (UK)

3C - HOW DO YOU PROVIDE ADVICE, DESIGN PRODUCTS AND ‘SELL’ RETIREMENT TO YOUR MEMBERS?

Designing and building post-retirement solutions presents many challenges for superannuation funds, particularly as Australia’s population ages. Our panel of experts share their experience in engaging their members and building long-term investment & advice solutions to help investors transition to, and make the most of, their retirement.

  • Megan Bolton, Executive Finance and Risk, HESTA

  • Jeff Rogers, CIO Ipac Portfolio Management, AMP Capital Investors

3D - AIST POLICY UPDATE

From the rapidly changing insurance landscape through to the increased regulatory focus on fund expenditure and member outcomes, AIST’s policy team will discuss the hot policy issues set to be front of mind for funds throughout 2018.

CONCURRENT FORUMS 2

 

FORUM 2B - FAIR GO NO MORE?

Now in its sixth year, the ME Household Financial Comfort Report points to a growing wealth divide in Australia. Our panel will examine the widening gap between the rich and poor and how it could impact on super’s objective and Australia’s long term economic prosperity.

CONCURRENT SERIES 4

 

4B – IS MAIL DEAD?

Content is king and digital is the new black, but that doesn’t mean direct mail is yesterday’s hero. This session brings together two direct mail experts who will reveal the value of using direct mail and offline channels to communicate your message.

 

4C – RETIREMENT INCOME - IS A DIFFERENT INVESTMENT SOLUTION NEEDED?

With the Government's My Retirement framework on the horizon, is it time for funds to consider constructing a different investment solution for members during their retirement?

This session will discuss the tradeoffs in retirement between adequacy, income, capital preservation and managing longevity risk and lifestyle.

  • Aaron Minney, Head of Retirement Income Research, Challenger

  • Bruce Murphy, Director - Australia and New Zealand, Insight Investment

4D - WHY RESILIENCE MATTERS

Resilience helps people stay positive, productive and present in their lives. This session will provide managers and leaders with strategies about handling adversity and leading through complex and challenging times.

  • Jill Klein, Professor of Marketing, Melbourne Business School

CONCURRENT FORUMS 3

 

FORUM 3B – DEMOGRAPHIC DISRUPTION: WHY WE NEED TO SAVE MORE AND INVEST DIFFERENTLY

The speed and magnitude of global demographic changes is greater than ever before, forcing many countries to rethink foundational policies around retirement, labor force participation, healthcare and much more. This session will assess these changes and examine how investors may need to rethink their saving and spending objectives.

  • Raf Choudhury, Senior Investment Strategist, Investment Solutions Group, State Street Global Advisors

SPECIAL INTEREST SESSION

 

WANT TO KNOW WHAT OVER 65’S ARE SPENDING THEIR MONEY ON?

Quarterly analysis of the real life spending (consumer)behaviour of over 300,000 Australians aged 65+ by Milliman will inform a range of insights for the superannuatio n industry, with direct applications across policy positioning, product development, marketing, financial advice and investment management operations.

ME LEARNING LAB

 

SINGLE TOUCH PAYROLL

 

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DAY 3 - FRIDAY 16 March 2018

Available SessionsSpeaker

CONCURRENT FORUMS 4

 

FORUM 4A – THE FUTURE OF CUSTOMER EXPERIENCE

The pace of change in customer experience (CX) makes it almost impossible to develop your CX strategy for the short term, let alone for a year or two ahead. Experiences that delight quickly become stale and routine. In this not-to-be-missed session for those in the CX space, our expert panel drawn from a variety of industries will share insights on emerging trends and the future of CX.

FORUM 4B – BITCOIN, BREXIT & BOTS – THE INVESTMENT OUTLOOK FOR THE YEAR AHEAD

From the obsession with bitcoin and cryptocurrencies through to the countdown to Brexit and the rising influence of automation and robots on world economies, this session will cover some of the key issues facing Australian institutional investors for 2018.

  • David de Garis, Director, Economics, Markets, National Australia Bank

PLENARY 5

 

SPOTLIGHT ON THE SUPER START-UPS

The disruptors are here to talk about their approach to super and what they are doing differently. Hear from the founders of four new funds about how they started, how they are engaging with their members and how they see the future of super.

CONCURRENT SERIES 5

 

5A – WHY INVESTMENT GOVERNANCE IS GETTING HARDER AND WHAT TRUSTEES CAN DO ABOUT IT

Against a background of heightened regulatory focus and constant pressure to reduce investment costs, investment governance continues to be a challenge for both trustee directors and super funds.

This session will discuss the pressures impacting funds and how trustees can be more effective in managing their investment governance frameworks.

5B – INNOVATION IN INSURANCE

With increasing scrutiny from Government, regulators, and the media on how insurance offerings are communicated to consumers, this session will explore the role of digital, data and technology in improving the member experience with insurance.

5C – PUTTING THE ‘S’ INTO ESG

The integration of social issues into investment decision-making is an increasing challenge faced by super funds. Hear from global ESG experts on how funds can apply a stronger lens to the social issues to enhance investment decision making and outcomes.

PLENARY 6

 

HOUSING AFFORDABILITY – THE GREAT DIVIDE

Rising housing costs and mortgage debt are increasingly impacting on the wellbeing of both working and retired Australians. This session will outline the findings of new AIST research on attitudes to negative gearing and housing affordability and examine where policy reform may be needed.

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