Click here for Major Issues Sessions 1, Sessions 2 & Sessions 3


Major Issues Session 1

Thursday 12 August, 11.15am - 12.15pm

  • Australia as a financial centre: Implementing the Johnson Report

    This session will provide an update on the status of the Johnson Report and the implementation strategy to ensure the report delivers on its promise.

       Speaker
      
- Geoff Weir, Director, Financial Centre Task Force
       
       Chair
       John Moutsopoulos, Lead Partner, Financial Services, Clayton 
       Utz


Room Number 211

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  • Global trends and opportunities for Australian life insurers

    This session will provide an insight into the current landscape in life insurance across key international makrets with a particular focus on the Asian region.

    Speakers

    - Marc Lieberman, CEO, Metlife's Australian Business
    - Chris Wei, Chief Marketing Officer and Head of Bancassurance & Direct Marketing, AIA Group 

    Chair
    Tim Browne, General Manager, Retail Advice, CommInsure

     

     


Room Number 212

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  • The future of the advice industry: Competition, compensation and consolidation

    What are the defining characteristics of a successful financial advisory network going forward? How might the cost base and, therefore, fee structure(s) for advice evolve? Will the advice industry consolidate further in coming years, and what will be the driving forces?

    Speakers
    - Neil Younger, Head of Dealer Groups, BT Financial Group
    - Phil Butterworth, CEO, DKN Financial Group Ltd

    Chair
    Peter Maher, Group Head, Banking & Financial Services Group, Macquarie Bank


Room Number 213
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  • Cooper Review – A new Dawn?

    The Super System Review is set to provide its final report to the Government by 30 June 2010.  This session will discuss and debate the key recommendations, the Government’s response and the expected impact on the industry and fund members.

    Speakers 
    Jeremy Cooper, Former Chair, Super System Review 
    David Bryant, Group Executive - Investments & CIO, Australian Unity Ltd
    Michael Chaaya, Partner, Financial Services, Corrs Chambers Westgarth

    Chair
    Harry Stout, CEO, ING Australia  


Room Number 219
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  • Pushing the limits: Financial crisis and investment strategies

    Has the financial crisis changed attitudes towards diversification? Has liquidity become a major factor in asset allocation and in new product design? Are asset owners or investment managers driving change? How will the products of tomorrow differ to products of today – if at all?

    Speakers
    - Brett Jollie, Head of Australia, Aberdeen Asset Management Australia Ltd
    - Tony Cole, Global Chief Strategist, Mercer Investment Consulting

    Chair
    Greg Cooper, CEO, Schroder Investment Management Australia Ltd


Room Number 220

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Major Issues Session 2

Thursday 12 August, 1.15pm - 2.15pm

  • Advice in a fiduciary world - what will change?  

    From changes to training and education and remuneration, to demonstrating independence and providing quality advice – what will advice look like in a fiduciary world? This session will also consider how other international jurisdictions are tackling the same challenges.

    Speakers
    - Paul Barrett, General Manager, Advice Business, Colonial First State
    - Mark Rantall, CEO, Financial Planning Association (FPA)

    Chair
    Steve Helmich, Director, Financial Planning, Advice & Services, AMP Financial Services


Room Number 211
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  • Streamlining Superannuation to maximise benefits

    Superannuation efficiency has been a hot topic with the release of SuperStream by the Super System Review Panel in March. In conjunction with Ernst & Young, IFSA has undertaken major research which takes key efficiency initiatives outlined in SuperStream and quantifies their benefits to consumers and the industry.  The research also provides a roadmap to take these critical operational reforms forward for the benefit of all superannuation fund members.  This session will provide an in-depth overview of the findings as well as the next steps to ensure this opportunity for reform is not lost.

    Speakers
    - Chris Hamilton, Chief Executive, Australian Payments Clearing Association Ltd
    - Josef Pilger, Executive Director, Ernst & Young
    - Mel Evans, Head of Superannuation & Retail Investments, BT Financial Group

    Chair
    Nigel McCammon, General Manager Client Services, Colonial First State


Room Number 212
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  • Global Financial Regulation: Back to the Future?

    This session will explore the regulatory changes that have taken since the onset of the global financial crisis. The US, UK and EU have all proposed significant reforms to their financial sectors, ranging from restrictions on securitisation, bank rescue levies and bonus taxes. These and other reforms are likely to either indirectly or directly affect the Australian industry. The session will also explore the impetus for globally consistent regulation post the crisis.

    Speakers
    - Sandra Birkensleigh, Global Leader – Compliance & Regulation Practice, PricewaterhouseCoopers
    - Jim Boynton, Partner, Mallesons Stephens Jaques

    Chair
    Martin Codina, Director of Policy, Financial Services Council
     


Room Number 213
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  • Advancing Australia’s Capital Markets

    The financial crisis has seen a number of changes and proposed changes, to the Australian Capital markets. This session will provide an overview into some of these changes including ASX developments, what the entrance of Chi-X means, the growth of ETFs and regulatory changes to short selling and its impacts on product offerings.

    Speakers
    - Mark O’Brien, CIO, AMP Capital Investors Limited
    - Anne Anderson, UBS Global Asset Management

    Chair
    Ian Ward-Ambler, MD, Goldman Sachs Asset Management


Room Number 219
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  • The growth of group insurance in Australia: challenges and opportunities

    This session will consider a range of issues arising, including the evolving role of the superannuation trustee as distribution of insurance through superannuation continues to grow.

    Speakers
    - Michael Dwyer, CEO, First State Super New South Wales
    - Andrew Hagger, Executive General Manager, MLC Insurance

    Chair
    Pauline Blight-Johnston, MD, RGA Reinsurance Company of Australia, Chairman RGA Japan


Room Number 220
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  • Securities Lending – Now that the dust has settled down

    A review of the current Australian Securities lending sector. What is the global view, what is the regulators view, what is the market view, what has changed - and is it appropriate for superannuation fund? This session will discuss the changes the securities lending sector has undergone in the past two years, some of the key discussion points for practitioners and the opportunities ahead.

    Speakers
    - Natalie Floate, Head of Treasury & Liquidity Mgmt, BNP Paribas
    - Peter Martin, Vice President and Head of Securities Finance Australia, State Street
    - Dereke Seeto, Director and Head of Prime Services, Credit Suisse

    Chair
    Bryan Gray, Managing Director, J.P. Morgan

 

 

Room number 209
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Major Issues Session 3

Thursday 12 August, 2.30pm - 3.30pm

  • Integrating ESG into the investment process

    What is ESG and what place does it have in the investment process? What information is sourced and considered, what value does it add? Are Responsible Entity/Trustees demanding ESG be incorporated in their investment strategies? Should they?

    Speakers
    - Robert Fowler, Executive Manager, Investments & Governance, HESTA Super Fund
    - Andrew Gray, Executive Director Head of ESG Research, Goldman Sachs Asset Management

    Chair
    Cecilia Storniolo, Senior Policy Manager, Financial Services Council


Room Number 211
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  • Elevating advice to a profession – Quality Outcomes

    The Ripoll Review recommended the industry establish a professional standards board to embed the industry’s new fiduciary duties and elevate financial advice to a profession. This session will explore the role of a standard’s board, what gaps it will fill, and address the question of how it could restore confidence in advice and therefore add value to end clients. The session will consider comparable international examples and draw observations from other professions.

    Speakers
    - Andrew Gale, MD/CEO, Count Financial Ltd
    - Michael McGarvie, CEO, Legal Services Board of Victora 
    - Jade Harkness, Counsel - Advice & Private Banking, BT Financial Group

    Chair
    Steve Tucker, CEO, MLC


Room Number 212
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  • Exploring the Henry Review’s impact on Australia’s Retirement Incomes

    The Henry Review is expected to make a number of recommendations that will impact on the accumulation and draw down phases of superannuation.  In this session, the main recommendations of the Henry Review that relate to superannuation, along with the Government’s response, will be discussed.

    Speakers

    - Andrew Robertson, Divisional Director, Macquarie
    - Richard Howes, Chief Executive - Life, Challenger Financial Services Group

    Chair
    David Knox, Senior Partner, Mercer 


Room Number 213
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  • Global developments in health – what next for life insurance?

    This session will survey a range of issues, from the mapping of the human genome to wellness partnerships, and examines the emerging challenges and opportunities for the life insurance industry and consumers.

    Speakers
    - Paul Gaudin, Founder & Director, Road to Health
    - Professor Richard Head, Director, Preventative Health National Research Flagship, CSIRO

    Chair
    Damien Green, CEO, AIA Australia Limited


Room Number 219
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  • Winning in Asia – challenges for the next decade

    This session will provide insights from current and former Australian financial services business leaders in Asia who will discuss business and cultural dynamics, what it takes to succeed and the lessons they learned along the way. The session will also provide an overview of the opportunities they see for the Australian financial services industry. 

    Speakers
    - Lindsay Mann, CEO of First State Investments Singapore
    - Scott McLaren, Head of Asia Pacific, RBC Dexia Investor Services
    - Anthony Fasso, Chief Executive, Intertnational, AMP Capital Investors 

    Chair
    Peter Promnitz, Region Head, Asia Pacific, Mercer

     


Room Number 220
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