april 29 – 30, 2013
Sunday night – Sponsors and guests arrival drinks, Vue Bar
Day 1 – Monday – Setting the Scene
|09.00am||Welcome and format instructions from the Hosts: Greg Bright and Patrick Liddy
Master of Ceremonies, Andrew Dawson, bureau chief, FTV
|9.10am||The rise of the renminbi and the implications for global investors.
Dr Yuanzheng Cao, the chief economist and executive director of Bank of China Group
|9.45am||Global Pensions – Current Trends and Reforms
Benjie Fraser, London-based managing director, JP Morgan
|10.20am||The future of outsourcing and global integration: From the back office to the front office. Why we need a new term for ‘outsourcing’.
Jeff Conway, executive vice president and global head of Investment Manager Services, State Street
|Down to Basics 1|
|11.30am||Platforms Session 1. How pension funds are adapting to consumer power and “mass customisation”. Implications for fund managers and custodians.
Martin Jennings FNZ
|12.10pm||Front and middle offices get involved in custody decisions. The natural covergence of front and middle office – knock on effects to custodians and other service providers.
Panel session chaired by Teresa Parker. APAC region chief executive of Northern Trust, with Peter Curtis, AustralianSuper, Brett Elvish, Financial Viewpoint; Richard Stevens, head of investment operations, QIC.
Special guest speaker: Jerry Cristoforo, executive vice president and chief technology officer, State Street: From Boston to Hangzhou – a unique view of China.
|2.15pm||The implications of Basel III – much ado or much ado about nothing?
National Australia bank’s Stephen Wells, Managing Director, FIG Superannuation Funds.
|3.15pm||Better ways to manage FX from the Investor’s perspective.
Jonathan Green, head of investment management, NSW Treasury Corporation.
Session Chair Margaret Waller, chief executive Australia, Insight Pareto.
|4.15pm||The Transformation of Securities Lending since 2008
Panel session chaired by Patrick Liddy. Panelists: Simon Lee, Senior VP eSecLending, London, Nick McDonald, principal Mercer Sentinel, Hong Kong, Sunil Daswani, head of global client service Securities Lending, Northern Trust, London; and Jamie Hwang, manager, investment operations, REST Industry Super.
|6.00pm||Formal Cocktails sponsored by National Australia Bank, in the Hyatt Atrium.|
|Day 2 – Tuesday|
|7.30am||Proposed Custody Association discussion breakfast – by invitation only.
To be hosted by Laurence Bailey, JP Morgan.
|Down to Basics 2|
|9.00am||Sovereign Wealth Fund Case Study – Building operational capability from start-up Gordon McKellar, Chief Operating Officer, the Future Fund|
|10.00am||The growing importance of fixed income analytics.
Susan Lin, Managing Director and Region Head of Yield Book/Citi Fixed Income Indices, Asia. Session Chair: Jervis Smith, Region Head of Citi Securities and Fund Services, Asia Pacific.
|11.20am||Building up pension fund in-house investment capabilities. Case Study: how AustralianSuper is moving to internal management of 30% of an expected $100b over the next few years.
Peter Curtis, AustralianSuper
|12.15pm||Platforms Session 2: How the new-age platforms work.
Panel chaired by Patrick Liddy. Panelists include Suzanne Smith, general manager sales & relationships, asset servicing, National Australia Bank and Martin Jennings, FNZ.
|2.15pm||Retail funds management distribution in Asia. Is the opportunity real?
Stephen Baron, Z-Ben Advisors and Andrew Inwood, CEO of Core Data
|3.00pm||How funds need to test for all their risks and prepare for possibilities, such as the next “Black Swan” event.
Nick Bullman, founder of CheckRisk.
|4.00pm||When your shareholder is the Government. Why sovereign wealth funds and other government-controlled funds are different.
Nagendra Bhatnagar, CEO and Trustee, National Pension System Trust, India, plus Chris Ryan, head of Asia Pacific, MSCI and Denis Carroll, CEO of CheckRisk and former CEO of AVSuper.
|6.30pm||Cocktails outside the Hyatt Ballroom|
|Gala Charity Dinner in the Hyatt Ballroom
Proceeds go to the Shanghai Charity for children with Cerebral Palsy – CereCare