wednesday january 30€¦ · wednesday january 30 12.30 – 1.00 registration and light lunch 1.00...
TRANSCRIPT
WEDNESDAY JANUARY 30
12.30 – 1.00 REGISTRATION AND LIGHT LUNCH
1.00 – 1.05 WELCOME Colin Tate, chief executive, Conexus Financial
1.05 - 2.00 ROYAL COMMISSION FALLOUT The final report of the Hayne royal commission is due at the completion of the conference.
This session will examine the expected recommendations and strategic questions fund chairs
should be addressing, including how this disruption can be useful, a five-year outlook on
areas of focus, where chairs should be looking to better focus their strategy on members’
best interests, and whether a fund should continue to exist.
SPEAKERS
Martin Fahy, chief executive, Association of Superannuation Funds of Australia
Paul Howes, partner in charge, customer, brand and marketing adviser; national sector
leader, asset and wealth management, KPMG
Moderator: Colin Tate, chief executive, Conexus Financial
2.00 - 3.00 ETHICS For the third year in a row, banking, finance and insurance made up the lowest-ranked
category in the Governance Institute Ethics Index; 55 per cent of respondents consider the
sector unethical and only 28 per cent view it as ethical. What are the origins of ethical
failure and how can leaders build institutions that resist ethical failure? How can the financial
services sector, including the superannuation sector, restore much-needed trust?
SPEAKERS
Meegan George, acting chief executive, Governance Institute of Australia
Dennis Gentilin, director, governance, regulation, and conduct practice, Deloitte;
author, The Origins of Ethical Failures; whistleblower on NAB forex scandal
Moderator: Colin Tate, chief executive, Conexus Financial
3.00 - 3.30 AFTERNOON TEA
3.30 - 4.15 THE REGULATORY ENVIRONMENT AND APRA’S EXPECTATIONS This session will cover the Australian Prudential Regulation Authority’s expectations for
superannuation fund chairs and boards, along with its key areas of focus for 2019.
SPEAKERS
Geoff Summerhayes, member, APRA
Moderator: Colin Tate, chief executive, Conexus Financial
4.15 - 5.45 CRISIS MANAGEMENT Explore how boards and executives can handle a crisis with confidence. This session will
cover the leadership and skills required to build, protect and maintain an organisation’s
reputation in the face of a crisis. Participants will also examine messaging, dealing with the
media and mitigating fallout.
SPEAKERS
Peter Wilkinson, managing director, Wilkinson Group; chair, Alliance for Journalists’
Freedom
Moderator: Colin Tate, chief executive, Conexus Financial
6.00 - 9.00 BBQ
THURSDAY JANUARY 31
8.50 – 9.00 WELCOME Colin Tate, chief executive, Conexus Financial
9.00 - 10.00 GEOPOLITICS AND TRADE TENSIONS: WHAT IT MEANS FOR GROWTH This session will explore the impact of the Trump administration’s trade policies on the
economic outlook, and the impact on markets.
SPEAKERS
Libby Cantrill, managing director, head of public policy, PIMCO
Dr John Edwards, fellow at the Lowy Institute; adjunct professor of the John Curtin Institute
of Public Policy at Curtin University; independent director, Cbus Super
Moderator: David Hartley, chair of investment committee, Australian Catholic
Superannuation and Retirement Fund
10.00-10.30 COMBATING SHORT-TERMISM The investment ecosystem is biased towards the short term. How can all the players in the
system, including asset owners and managers, shift the focus to the long term? New data
from State Street Center for Applied Research shines a light on the role of ESG in disrupting
the way managers think and construct portfolios.
SPEAKERS
Rick Lacaille, global chief investment officer, State Street Global Advisors
Moderator: Amanda White, director of institutional content, Conexus Financial
10.30 - 11.00 MORNING TEA
11.00 - 11.45 RETIREMENT STRATEGY How can defined-contribution funds deliver an experience to members that is as close as
possible to a defined-benefit offering? This session will look at the developments in
retirement regulation, the options for retirement products, including CIPRs, and how to
design a portfolio to reduce volatility.
SPEAKERS
Graeme Arnott, chief executive, StatePlus
Jamie Jenkins, head of pensions strategy, Standard Life Aberdeen
Moderator: Colin Tate, chief executive, Conexus Financial
11.45 - 12.45 THE FUTURE OF GROUP INSURANCE
What is the sustainability of group insurance and how should the industry respond to its
challenges, including handling claims, governance, and the erosion of member benefits?
SPEAKERS
Brett Clark, chief executive, TAL
Damien Mu, chief executive, AIA Australia
Geoff Summerhayes, member, APRA
Moderator: Colin Tate, chief executive, Conexus Financial
12.45 - 1.45 LUNCH
1.45 - 3.15 GOVERNANCE AND RISK WORKSHOP This interactive session will guide chairs through three areas of enquiry:
What should a superannuation trustee board’s accountability and responsibility
mean in practice? In light of the royal commission, there may be a need to address
anticipated class actions, tougher regulators and deterrents, and heightened
community expectations and scrutiny.
How is the fund positioned to act in members’ best interests and how do its existing
governance and risk frameworks, policies and procedures stack up? What are the
benchmarks?
What tools and steps do chairs need to drive the evolution of a fund’s governance
and risk framework so the trustee and all product and service providers are acting in
members’ best interests and managing all risks of conflicts of interest?
SPEAKERS
Josef Pilger, global pension and retirement leader, EY
Moderator: Amanda White, director of institutional content, Conexus Financial
3.15 - 3.45 AFTERNOON TEA
3.45 - 4.45 BOARD SKILLS AND REVIEWS What does an ideal board look like from a skills and knowledge perspective? How should
that be monitored and maintained?
SPEAKERS
Louise Davidson, chief executive, Australian Council of Superannuation Investors
Judith McCormack, managing director, BoardFocus; visiting fellow, Australian Graduate
School of Management, University of New South Wales
Moderator: Colin Tate, chief executive, Conexus Financial
4.45 - 5.30 SELF-LEADERSHIP It is often believed that leadership requires ‘followship’. What is less understood is that all
great change and leadership start with being able to lead yourself. It’s true whether you are
in a village in India or a leader of a large global organisation. This keynote will draw on
global experience, case studies and the latest research to explore what self-leadership is
and why it is the essential foundation for building organisations and movements of lasting
depth, resilience and impact. Participants will also hear principles for nurturing self-
leadership in all people – irrespective of job title.
SPEAKERS
Cathy Burke, author and speaker on leadership; former chief executive, The Hunger
Project
Moderator: Colin Tate, chief executive, Conexus Financial
5.30PM CONFERENCE CLOSE
6.30PM OFFICIAL CONFERENCE DINNER – OAKRIDGE WINERY
9.30PM DINNER CLOSE
FRIDAY FEBRUARY 1
8.00-9.30 CHAIRS-ONLY BREAKFAST
9.30-10.30 GOVERNING STAKEHOLDERS AND COMMUNITY EXPECTATIONS A panel of ASX-listed chairs, in association with AICD, discuss the challenges of governing
stakeholders, and community expectations.
SPEAKERS
Eileen Doyle, chair of sustainability and risk committee, The GPT Group
Peter Hay, chair, Newcrest Mining
Moderator: Christian Gergis, head of policy, Australian Institute of Company Directors
10.30-11.00 MORNING TEA
11.00-11.30 DISRUPTION A fireside chat will cover some of the tectonic shifts for US pensions, including disruption in
advice, digital strategy and the structure of the industry. This is not a matter of industry versus
retail funds; it’s about the potential for Google or Spaceship to disrupt the whole industry.
SPEAKERS
Frank Kolimago, managing director, Vanguard
Moderator: Amanda White, director, institutional content, Conexus Financial
11.30-12.15 DISRUPTORS – SUPERANNUATION FOR MILLENNIALS What are the communication, marketing and engagement tools for dealing with members
that are millennials? What is the potential disruption to existing superannuation providers of
new entrants that cater for these members?
SPEAKERS
Paul Bennetts, chief executive and co-founder, Spaceship
Andrew Fraser, chair, Sunsuper
Geoff Lake, chair, Vision Super
Moderator: Colin Tate, chief executive, Conexus Financial
12.15-1.00 A DATA-DRIVEN STRATEGY At board level, data analytics and AI solutions aren’t just there to validate corporate
knowledge. They have the power to extend the vision of directors beyond their combined
experience and reorient the discussion to the changing needs of customers. This session will
examine why customer-centric businesses need data in their boardrooms.
SPEAKERS
Jonathan Davey, executive general manager, digital and innovation, NAB
Tim Trumper, adviser, Quantium; chair, NRMA
Moderator: David Knights, executive general manager, asset servicing, NAB
1.00 CONFERENCE CLOSE
BOXED LUNCH TRANSFERS TO MELBOURNE CBD AND AIRPORT
NOTE: ALL SESSION TIMES, CONTENT AND SPEAKERS ARE SUBJECT TO CHANGE WITHOUT NOTICE.