OZ-SuperRisk-2017-Thumb
19Sept
September 18, 2017 - September 19, 2017 Bayview Eden, 6 Queens Road, Melbourne, VIC 3004 Australia

Superannuation Fund Risk 2017 Forum that covers risks from operational, financial and investment.

19th September 2017 - Day 2

08:20 – Registration

Participants registration and refreshments.

08:55 – Welcome address

Chairman’s address to the gathering.

09:00 – Session 1: Investment risks – Popular, unpopular and real

• What kinds of investment risks do we focus on
• What kind of investment risks should we focus on; and why
• How to measure investment risk in a changing world
• Investment risk mitigation strategies

Speaker:

  • Laurence Irlicht, Executive Director Indexed & Quantitative Equities, IFM Investors

09:40 – Session 2: Investment risk to members – Are we confusing market volatility with adequacy in retirement?

• The most common measure of investment risk is volatility. Is this appropriate for superannuation fund members?
• What is the true relevance of market volatility to the long term investor?
• Is “de-risking” by moving into less volatile assets always in the member’s best interests?
• What are the implications for “glide path” and Lifetime Accumulation strategies?
• The key difference between volatility of market prices and volatility of income

Speaker:

  • Patrick Caldon PhD, Director of Quantitative Research, Equities Morningstar Inc.

10:20 – Tea break

Refreshments and Networking opportunity for participants.

10:50 – Session 3: Investment risk for members in retirement

  • Why the ASFA/FSC Standard Risk Measure and other generally accepted risk measures is not appropriate for members in retirement
  • How to measure the real investment risk for retired members
  • How to develop a meaningful and practical investment risk measure including detailed examples of application of this measure

Speaker:

  • Kyle Ringrose, Principal, Athena IOC

11:40 – Session 4: PANEL DISCUSSION: Managing Investment Risk

The roles of the chief investment officer and the chief risk officer.

  • Are investment return and investment risk management intrinsically linked?
  • Is the CIO better placed to understand and manage investment risk?
  • Is it appropriate to allocate investment risk management to the CIO
  • To what extent should the CRO manage investment risk in addition to other enterprise wide risks?
  • The roles of the Audit and Risk Committees and the Investment Committees in managing investment risk
  • Managing potential friction between the CIO and CRO

Panel Chair:

  • Kyle Ringrose, Principal, Athena IOC

Panel Member:

  • Alistair G. Rew, Head of Alpha Strategies, AMP Capital
  • Laurence Irlicht, Executive Director Indexed & Quantitative Equities, IFM Investors
  • Patrick Caldon PhD, Director of Quantitative Research, Equities Morningstar Inc.

12:20 – Lunch break

Lunch and Networking opportunity for participants.

13:30 – Session 5: Sequencing Risk

  • What is sequencing risk
  • How big an issue is this for Australian superannuation fund members
  • How do target date/lifetime accumulation strategies address sequencing risk?
  • What alternative strategies can be deployed to address sequencing risk

Speaker:

  • Michael Armitage, Head of Fund Advisory, Milliman

14:10 – Session 6: Longevity Risk – Will the member outlive their superannuation savings?

  • Does the member spend too much or too little of their superannuation savings?
  • How can a fund manage longevity risk for the members?
  • To what extent can annuities provide a solution?
  • Should superannuation funds look further into managing longevity risk by providing the member with the opportunity to tap into their home equity?
  • What other strategies are available for pooling longevity risk?

Speaker:

  • Rebecca Weisser, Research Associate, Centre for Independent Studies

14:50 – Tea break

Refreshments and Networking opportunity for participants.

15:50 – Session 8: INTRACTIVE ROUNDTABLE DISCUSSION: Class Actions Risk

Class actions risk is the biggest risk in participating or not participating

  • How do class actions work?
  • What are the risks to the fund in participating?
  • What are the risks in not participating?
  • Who provides these services and what are the pros and cons of each group of service providers?
  • What are the financial risks to members of non-participation
  • What are the reputational risks to the fund of participation?
  • How to tailor a class actions program to meet the fund’s risk appetite

Moderator:

  • Kyle Ringrose, Principal, Athena IOC

16:30 – End of day two

Closing remarks from the Chair.

Interested in speaking?

 

We are on the look out for insightful and unique speakers. Click here to send us your details - be sure to include your areas of interest.

Attendee Information

 

Upcoming Events

 
  1. iPARM Australia 2017

    October 23 - October 25
  2. Exchange Traded Funds Forum 2017

    October 25 - October 26
  3. Future Social Media Strategy 2017

    November 14 - November 15
  4. GovTech 2017 – Digital Government Transformation Conference

    November 27 @ 8:00 am - November 28 @ 5:00 pm
  5. Government Facilities Management 2017

    November 28

About Us

 

IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.

Careers

 

Join IBR Conference and be part of a world class team of ambitious, talented people.

People who are consistently pushing the bounda- ries of innovation in the world of conferences, seminars and knowledge management.

View Careers.

Contact Info

 

We would love to hear from you and interact with you. Feel free to get in touch with us.

Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145