Mercer Global Investment Forums 2019

2019

SYDNEY9 April 2019

Forum Agenda

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MONDAY 8 APRIL, 2019

15:45–16:30Fund Manager Session Registration

16:30–18:55Fund Manager Session

19:00–21:00Welcome Reception and Buffet Dinner

TUESDAY 9 APRIL, 2019

07:45–08:45Breakfast

08:45–09:00Welcome and Opening

Simon EagletonInstitutional Wealth Leader, Pacific

09:00–09:452019 Investment Themes, Reference Portfolios and Practical Application

In this session we present our investment themes for 2019 and beyond, taking you from the white waters of the late cycle, through winds of change in market participation and tectonic frictions in the global world order, to sustainability gathering momentum. We believe these themes will present both challenges and opportunities, as well as drive change in the investment landscape. We discuss how different investors, both locally and globally, can respond to these themes and seek practical investment opportunities and improve portfolio outcomes.

Deb ClarkeGlobal Head of Investment Research

Nick WhiteGlobal Strategic Research Director

Dr. Harry LiemDirector of Strategic Research, Pacific

Rebecca JacquesSenior Investment Consultant

09:45–09:50MC

Anthony SchiavoState Manager, Queensland

09:50–10:10Mastering the Elements: How to Structure an Income-Producing Portfolio

There are many reasons to need or want a portfolio that produces an income. They can span from an institution looking to meet its liabilities all the way through to an individual trying to match his or her spending needs. Given the contrasting objectives of these individuals and institutions, you cannot take a once-size-fits-all approach. This session focusses on how to construct fit-for-purpose income portfolios to suit different goals and objectives.

Nick WhiteGlobal Strategic Research Director

Emily BarlowInvestment Consultant

10:10–10:25Game of Later Life – Concept & Round 1

A healthy and happy retirement is the goal of retirees worldwide. The financial services industry is a critical component in achieving this, helping to provide retirees with the income they need to support their lifestyles. As the number of retirement savings products and investment options for defined contribution investors expands, providing an income for life becomes increasingly complex. The Game of Later Life puts you in the position of a retiree and asks you to match retirement savings products and investment options with your retirement goals. The aim of the game is not to have the highest level of income, nor to make the most money from your investments, but rather to have the healthiest and happiest retirement.

Chris ParkSenior Investment Consultant

10:25–10:55Networking and Coffee Break

10:55–11:55Keynote Address

Dr. Aubrey de GreyChief Science Officer, SENS Research Foundation

11:55–12:25Investing in a Time of Climate Change – Ramifications for Portfolios

"The Sequel" to Mercer's 2015 Investing in a Time of Climate Change report will be published in April. This new report analyses the impact of climate-related physical damages and the transition to a low-carbon economy on long-term expected returns, and it provides examples of portfolio impacts between more and less climate-aware versions.

In this session we discuss the influential drivers over both the short and the long term, we identify priority exposures and we discuss what steps can be taken to position portfolios for future resilience. The session focuses on implementation and includes an opportunity for active discussion.

Helga BirgdenGlobal Business Leader, Responsible Investment

Jillian ReidSenior Responsible Investment Consultant

12:25–12:50The Magnificent Seven – Surfing the Waves of Opportunity

After years of calm waters, markets are showing signs of a late-cycle swell. With slowing global growth, geopolitical tensions and central banks shifting towards tighter monetary policy you may wonder about out-of-the-box opportunities for returns and diversification benefits for investors. In this interactive, quick-fire session we introduce seven investment ideas outside the realm of what might be considered a "traditional" asset allocation. It will be up to you as the audience to identify which combination of ideas might fill an "opportunistic" portfolio allocation. Will you ride the waves of opportunity with the Magnificent Seven?
Facilitator

Shannon ReillySenior Investment Analyst, Delegated Solutions

Sessions

1.Deep Value Equity with Market Exposure

David SeeInvestment Consultant

2.Green Bonds

Sophie BellInvestment Analyst

3.Australian Bank Loans

Eun Sub KimInvestment Consultant

4.Gold

Augustine MnukwaInvestment Management Specialist

5.Water

Peter James HughesInvestment Analyst

6.Trend-Following Strategies (Multi-Asset)

Stephanie TehInvestment Risk Analyst, Delegated Solutions

7.Oil

Cameron TaylorSenior Investment Consultant

12:50–13:00Game of Later Life – Round 2

A healthy and happy retirement is the goal of retirees worldwide. The financial services industry is a critical component in achieving this, helping to provide retirees with the income they need to support their lifestyles. As the number of retirement savings products and investment options for defined contribution investors expands, providing an income for life becomes increasingly complex. The Game of Later Life puts you in the position of a retiree and asks you to match retirement savings products and investment options with your retirement goals. The aim of the game is not to have the highest level of income, nor to make the most money from your investments, but rather to have the healthiest and happiest retirement.

Chris ParkSenior Investment Consultant

13:00–14:15Lunch

14:15–14:50Generation Deserted: Bridging the Super Shortfall at Both Ends of the Generational Spectrum

This panel discussion explores the intergenerational similarities and dissimilarities when it comes to preparing for life in retirement. With panellists representing each end of the generational spectrum — from mature-age employees heading into retirement to the younger generations entering the workforce — we discuss the contrasting needs and behaviours as a result of different generational circumstances and what the industry needs to do to meet them.
Facilitator

Georgina LeeHead of Innovation, Growth and Experience, Australia

Panelists

Will BurkittInnovation Leader, Post Retirement

Jessica EllermCEO and Co-Founder of Zuper

14:50–15:10Tectonic Friction: Is China or the US the Best Place to Invest Going Forward?

East collides with West in the ultimate superpower showdown. China was once known as the "middle kingdom" and regarded as the centre of the world. It is now set to overtake the US as the world's largest economy. At the same time, Chinese capital markets are opening up to foreign investment. How will the US fight back? See how the superpowers stack up when pitted head-to-head with nothing less at stake than global domination of the physical and virtual world of the future. In a world increasingly driven by trade wars and technology, where will you invest?

Dr. Harry LiemDirector of Strategic Research, Pacific

15:10–15:45Campfire Conversations: A Fireside Chat with Mercer Clients

Superannuation and Government Funds

Facilitator

Clayton SillsSuperannuation Client Segment Leader, Pacific

Clients

Tony DayStrategist, Queensland Treasury

Damien GrahamChief Investment Officer, First State Super

Endowments and Foundations

Facilitator

Michael MaherEndowments and Foundations Client Segment Leader, Pacific

Client

Miles CollinsChief Investment Officer, University of Sydney

Richard WilliamsChief Investment Officer, CH Warman Group

Wealth Management

Facilitator

Luke FitzgeraldWealth Management Client Segment Leader, Pacific

Clients

Annick DonatCEO, Madison Financial Group

Matt OlsenGroup Head of Research and Retirement Income, IOOF

Insurance

Facilitator

Denis WalshInsurance Client Segment Leader, Pacific

Clients

John LuceyChief Investment Officer, Avant Mutual Group Limited

Geoff StewartSenior Manager, Investment Advisory at NSW Treasury Corporation

15:45–16:15Networking and Coffee Break

16:15–16:25Game of Later Life – Round 3

A healthy and happy retirement is the goal of retirees worldwide. The financial services industry is a critical component in achieving this, helping to provide retirees with the income they need to support their lifestyles. As the number of retirement savings products and investment options for defined contribution investors expands, providing an income for life becomes increasingly complex. The Game of Later Life puts you in the position of a retiree and asks you to match retirement savings products and investment options with your retirement goals. The aim of the game is not to have the highest level of income, nor to make the most money from your investments, but rather to have the healthiest and happiest retirement.

Chris ParkSenior Investment Consultant

16:25–17:15Alternatives' Showdown: Which is the Best Approach in this Late Cycle?

The environment of continuing low interest rates has been one of the driving forces behind the increasing prominence of alternative assets in recent years. Many institutions now commit to at least one alternative asset class. In this session, four asset-class specialists each argue how the addition of a specific alternative asset class in a portfolio can make it more robust and help enhance return. You as the audience can ask questions and ultimately vote for the most convincing presentation.
Host

Michael ArmitageInvestment Consulting Leader, Australia

Sessions

1.Private Equity

Nikki BrownAsset Class Specialist, Private Markets and Client Development, Institutional Wealth

2.Real Assets

Paddy BrownAsset Class Specialist, Alternatives

3.Liquid Alternatives

John JacksonGlobal Leader, Hedge Fund Boutique

4.Alternative Fixed Income

Sue WangAsset Class Specialist, Fixed Income Boutique

17:15–17:30Bringing it All Together – Practical Application

In this session, we bring together the various themes and topics highlighted over the course of the Forum. We put forward suggestions for how you as investors can build these into your future investment plans and ultimately help you brave the elements to surf the late cycle.

Kylie WillmentChief Investment Officer, Delegated Solutions, Pacific

17:30–17:40Game of Later Life – Final Destination

A healthy and happy retirement is the goal of retirees worldwide. The financial services industry is a critical component in achieving this, helping to provide retirees with the income they need to support their lifestyles. As the number of retirement savings products and investment options for defined contribution investors expands, providing an income for life becomes increasingly complex. The Game of Later Life puts you in the position of a retiree and asks you to match retirement savings products and investment options with your retirement goals. The aim of the game is not to have the highest level of income, nor to make the most money from your investments, but rather to have the healthiest and happiest retirement.

Chris ParkSenior Investment Consultant

17:40–17:45Closing Remarks

Rich NuzumPresident, Wealth

18:00–22:00Drinks and Offsite Dinner

Draft Agenda. Subject to change.
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