AGENDA

Monday 16 March, 2020

15:30–16:30Asset Manager Briefing Registration

16:30–18:55Asset Manager Briefing

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

Tuesday 17 March, 2019

07:45–08:45Breakfast

08:45–08:55Welcome and Opening

Simon EagletonInstitutional Wealth Leader, Pacific

08:55–09:15It’s a Matter of Time: Issues, Themes and Opportunities for 2020 and Beyond

Deb ClarkeGlobal Head of Investment Research

09:15–09:20MC

Rebecca JacquesSenior Investment Consultant

09:20–09:35Don’t Give Up on Diversification

Kylie WillmentChief Investment Officer, Pacific

09:35–09:45Has the AUD Changed Its Spots?

Doyle MallettSenior Investment Consultant

09:45–10:15Prepare for Regime Change: It’s Different This Time

Gwion MooreHead of Investment Strategy, Alternatives, Pacific

Sue WangSenior Portfolio Manager, Fixed Income

10:15–10:45Networking and Coffee Break

10:45–11:45Keynote Address

Tim HarfordBehavioral Economist, Financial Times Columnist and Author

11:45–12:00Position for Climate Change

Jillian ReidSenior Responsible Investment Specialist

12:00–12:40Active Ownership vs. Activism – What’s the Role of Shareholders?

Moderator

Alexis CheangHead of Responsible Investment, Pacific

Clients

Client Speaker to be Announced

12:40–13:55Lunch

13:55–14:35BREAKOUTS

A.Know Your Risk Appetite? Let’s Workshop It

Facilitators

Clayton SillsSuperannuation Client Segment Leader, Pacific

Timothy StampResponsible Investment Specialist

B.Capturing Private Market Opportunities for Australian Investors – A Panel Discussion

Facilitator

Nikki BrownInstitutional Investment Sales Leader

Panelists

Panelists to be Announced

C.Let’s Construct a China A Shares Allocation – Workshop

Ronan McCabeHead of Portfolio Management

Shannon ReillySenior Investment Consultant

D.The Business of Better Outcomes: Building the Case – A Workshop

Facilitators

Emily BarlowSenior Investment Consultant

TBC

14:35–15:00Macro Trends Influencing Our Industry

Nick WhiteGlobal Strategic Research Director

15:00–15:20Investment Wisdom for the Digital Age

Harry LiemDirector of Strategic Research and Head of Capital Markets, Pacific

15:20–15:50TBC

15:50–16:20Networking Break

16:20–17:05High-five: 5 Ideas for 5% Real Return Over the Next Five Years

Host

Katrina TranInvestment Consultant

Sessions

1.Time to Shine: Gold

Cameron TaylorSenior Investment Consultant

2.Time Arbitrage: Disruptive Innovation

David ScobieSenior Investment Consultant

3.Time Heals All Wounds: Value Equity

Suzanne LubbeAsset Class Specialist, Equity Boutique

4.The Times, They Are A-Changing: Sustainable Equities

Elizabeth PaineInvestment Consultant

5.Taking Time: Private Debt

Emma PotockiInstitutional Wealth Analyst

16:55–17:15The Time Is Now: Go Forth Boldly and Shape the Future

Denis WalshInsurance Client Segment Leader, Pacific

18:00–22:00Offsite Dinner

Draft Agenda. Subject to change.