Conference of Major Superannuation Funds

2019 Presentations

Feel free to download our collection of presentations from the 2019 CMSF below.

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 13 March 2019

Available SessionsSpeaker

CONCURRENT SERIES 1

 

1A – LEVERAGING PROFIT-TO-MEMBER POINT OF DIFFERENTIATION

The Royal Commission raised questions about the conflict that for-profit super funds have between acting in shareholders’ best interests and members’ best interests. By contrast, profit-to-member funds are set up only to benefit members. But to what extent are members aware of this structural difference and the added value it brings?

Reflecting on this marketing opportunity for our sector, noted social commentator and advertising guru Jane Caro will share eight simple rules for brands to maintain trust and integrity with their members.

  • Jane Caro, Social commentator, Advertising expert

1C – HOW TO SUCCESSFULLY INVEST FOR YOUR MEMBERS IN VOLATILE INVESTMENT MARKETS

While the jury is out on whether the bull markets of recent years have turned into grizzly bears, most experts are expecting more volatility ahead.

This session will look at the strategies funds can take to preserve member benefits – from increasing portfolio diversification to low-risk investing.

  • Stuart Simmons, Senior Portfolio Manager – Currency, QIC
  • Pim van Vliet, Head of Conservative Equities and Quant Allocation, Robeco (NL)

1D – THE $70BN OPPORTUNITY YOU'VE NEVER HEARD OF

With mental ill-health costing Australia's economy $70 billion each year, can our $2.8 trillion superannuation system be part of the solution?

Join National Mental Health Commission Chair and Commissioner Lucy Brogden as she explores evidence-based solutions contributing to tangible personal and workplace mental health outcomes, and emerging social investment opportunities.

CONCURRENT FORUMS 1

 

1A – REGULATING SUPER IN A POST-COMMISSION WORLD

What’s in store for the regulation of super in the wake of the Royal Commission and recent parliamentary reforms? What areas will be on the radar of the three regulators in the coming months and what changes, if any, are on the horizon? 

1C – RETIREMENT: IT’S ALL ABOUT THE MEMBERS

Against the background of an increased focus on post-retirement products and services, this session will provide fresh insights into attitudes towards consumption during the retirement phase.

Featuring actuarial experts from Australia and the US, learn how your fund can establish relevant design solutions that assist members in preparing for a complex set of circumstances.

  • Hazel Bateman, Professor, Risk and Actuarial Studies, UNSW Business School, UNSW Australia; Deputy Director, ARC Centre of Excellence in Population Ageing Research (CEPAR)
  • Jo-Anne Bloch, Partner, Industry Fund and Public Sector Leader, Mercer
  • Steve Utkus, Principal, Center for Investor Research, Vanguard (USA)

PLENARY 3

 

INNOVATION IN FUNDS

Innovation drives technology forward, and in this modern digital world, the potential benefits and opportunities for funds to capitalise on new ideas and creations is limitless. This session will examine how funds can transform their services by taking a holistic approach to innovative technologies that enhance the member experience.

  • Samir Shah, Global Head of Digital Advisory, J.P. Morgan (USA)
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DAY 2 - THURSDAY 14 March 2019

Available Sessions

Speaker

CONCURRENT SERIES 2

 

2A – DO YOU REALLY KNOW YOUR MEMBERS?

While many companies identify market segments using demographics alone, few would agree that consumers are neatly defined by age, gender or income.

From consumers’ personal attitudes to their individual traits such as media consumption, buying behaviour and aspirations, finding out more about your members provides fresh opportunities for product development, member retention and attracting new members.

2C – WIS RESEARCH: THE BARRIERS PREVENTING WOMEN BECOMING RETIREMENT READY

Join Women in Super and other policy experts as they unpack theiranalysis of fund member data to explore key trends in the gender super gap.

Women in Super have a long history of research into and advocacy on the retirement outcomes of women.

Their annual session at CMSF provides you with important insight into the current savings trajectory of Australian women and men. 

2D – GLOBAL EQUITIES: WHERE CAN YOU GET YOUR ALPHA?

As the hunt for alpha continues, businesses are challenged to meet the needs of both customers and shareholders amid a backdrop of greater scrutiny from investors and closer examination of their operational practices.

This session will examine the state of global equities and provide observations on where funds can look to unlock that alpha.  

CONCURRENT FORUMS 2

 

FORUM 2B – INNOVATION WITHIN REGULATION: SHINING A SPOTLIGHT ON THE SOLE PURPOSE TEST

Does the Sole Purpose Test stifle innovation? Introduced back in 1993, is this test still relevant in today’s world? Given the sophistication of technology and other business practices, should we consider refining the test to ensure funds are able to deliver the best possible retirement outcomes for members.

Join our panel for what promises to be a lively debate on this fundamental overlay of our superannuation system.

CONCURRENT SERIES 3

 

3A – MERGERS INTO THE FUTURE

Within the next ten years the superannuation industry is expected to consolidate at a level not yet before seen in the industry. Fund trustees considering a potential merger need to be well-equipped to work through the complex process of determining if a merger is in their members’ best interests.

Our panel of experts will outline the relevant considerations across all aspects of a merger, from due diligence through to amalgamating trustee boards and more.

3B – ETHICS AND CRITICAL THINKING: CRUCIAL FOR ALL PROGRESSIVE ORGANISATIONS

Critical thinking forms the basis of most ethical decisions. And now more than ever, ethics and culture are being discussed on a regular basis by executives and boards.

This session will examine how strong ethical leadership can be incorporated into your fund and if the public’s expectations of leaders being ethical is being met.

  • Andrew John, Associate Dean, Faculty, Melbourne Business School; Head of Department of Business Administration, Faculty of Business and Economics, University of Melbourne

3C – EXPLORING ESG IN DIFFERENT ASSET CLASSES

As the integration of Environmental, Social and Governance (ESG) considerations in different asset classes becomes more mainstream, there are still many challenges in getting the balance right.

Join us to explore the latest local and global trends and innovations in ESG across the spectrum of asset classes.

  • Adam Kibble, Product Specialist, Insight Investment
  • Rekha Unnithan, CFA, CIMA, Impact Investing Portfolio Manager, Nuveen (USA)

3D – HARNESSING DATA TO DRIVE MEMBER OUTCOMES

Funds that invest in data and analytics capabilities make better business decisions, connect with their members in more meaningful and personalised ways and boost operational efficiency.

This session features best practice case studies of data and analytics in marketing, sales and operations that are driving member and employer outcomes. Find out what the rest of the industry is achieving in this space, and where digital member and employer engagement is headed in the future.

CONCURRENT FORUMS 3

 

3B – ARTIFICIAL INTELLIGENCE, ROBOTICS AND THE FUTURE OF WORK

The advances made in AI and machine learning has fundamentally changed the way businesses operate. Yet the question that everyone keeps asking is how will the future of technology transform the nature of work and the workplace itself?

Hear from world-renowned AI expert, Toby Walsh, as he dispels some of the common myths surrounding AI and examines how organisations can adapt to working alongside increasingly capable machines, developing new lines of business that were never thought possible.

  • Toby Walsh, Professor of Artificial Intelligence, University of New South Wales

SPECIAL INTEREST SESSIONS

 

PRESENTATION SKILLS: STAND UP, SPEAK UP, PERSUADE AND PRESENT

Award-winning speaker Sharon Ferrier specialises in improving the communication skills of professionals at all levels and will provide delegates with the tools to become a more engaging, persuasive and influential speaker. This session is a must attend for anyone who presents, pitches, networks, shares ideas or seeks to better connect with others.

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DAY 3 - FRIDAY 15 March 2019

Available SessionsSpeaker

CONCURRENT FORUMS 4

4A – THE EVOLUTION OF CUSTOMER EXPERIENCE

The evolution of digital technology has played a significant role in how we view customer experience. Funds are required to not just safeguard the retirement for millions of Australians, but also to provide intuitive customer experiences.

This session will provide valuable insights into how AI and machine learning chatbots are shaping the future of industry, and what’s next for CX and its engagement of members.

  • Jodie Sangster, Chief Customer Officer - IBM Watson Customer Engagement (Asia Pacific), IBM

4B – IMPROVING INDIGENOUS SUPERANNUATION

“There is no Indigenous word for superannuation” – Lyn Melcer, QSuper

The Australian super system was designed with the intention to benefit all Australians.

However, the Royal Commission identified cases whereby the unique needs of Aboriginal and Torres Strait Islander people have been overlooked by policy makers and the industry itself.

This session will examine how funds can improve the super experience for Indigenous Australians.

CONCURRENT SERIES 4

4A – AWARD-WINNING MARKETERS STRUT THEIR STUFF

The accelerating pace of change in the digital landscape has created tremendous scope for funds to deliver innovative marketing campaigns that better resonate with members and key stakeholders.

Finding something unique that can turn heads and stand out from the pack is a key goal for most marketing teams.

This session features a line-up of award- winning marketers whose work was recognised at this year’s AIST Awards for Excellence, providing you with insights into what it takes to lead a winning campaign that achieves demonstrable business results.

4B – GEARING UP FOR POLICY CHANGES IN 2019

Against the background of the Royal Commission, the Productivity Commission and an impending Federal election, 2019 will be a big year for policy and legislative change in super.

This interactive Q&A session will prepare you for the year ahead with an overview of the most important policy changes, including key reforms impacting on your fund and your members.

4C – MODERN SLAVERY: ASSESSING THE RISK AND RESPONSIBILITIES FOR INVESTORS

Current estimates show that over 40 million people were enslaved in 2016, prompting 190 countries – including Australia – to pledge to help end modern slavery by 2030. Whether it be through handling money generated by slavery practices or financing goods and services that profit from their supply chains, the investment industry can encounter modern slavery and human trafficking.

This session will outline the responsibilities of investors - both as investees in reporting organisations and possible reporters themselves - and delve into how funds can take action to curb these pervasive human rights abuses.

4D – OPPORTUNITIES IN PRIVATE DEBT: IMPACT OF THE ROYAL COMMISSION AND BASEL III

The changing regulatory landscape continues to impact the banking system here in Australia and the broader region. This creates opportunities in private debt for institutional investors. This has been highlighted through the Royal Commission and the Basel III international banking regulations. The impacts will continue to drive the regulatory cost of capital and bank behaviour for years to come.

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