Join us in Auckland as we co-host the first Oceania Institutional Investor Forum with New Zealand Superannuation, who are celebrating their 20th anniversary.
We have a full day programme where you will hear from industry leaders on topics including the future of alternatives portfolios, Total Portfolio Management and allocator investment risk framework.
10:00: Manager Registration and Networking
10:30: Welcome Remarks

Stephen Gilmore, CIO, New Zealand Supperannuation Fund

Thomas Deinet, Executive Director, SBAI
10:45: Allocator Perspectives: The Future of Alternatives Portfolios
Discussion points will include:
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Role of Alternatives
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Impact of rising interest rates on portfolio construction and Alts
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Marrying “low cost” with alternatives – key challenges
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Private and Public Markets
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How to get your Board on board with Alts.

Stewart Hardie, Director of Alternatives, Future Fund

Allison Hill, State CIO, QIC

Kamal Naqvi, Managing Director, Blackstone Alternative Asset Management

Rishab Sethi, Director of External Investments, New Zealand Superannuation Fund
11:35: SBAI Update

Thomas Deinet, Executive Director, SBAI
11:50: Guest Speaker

Matt Whineray, Chief Executive Officer, New Zealand Superannuation Fund
12:15: Lunch
13:15: Fireside Chat: “Cousins, but different”

Ben Samild, CIO, Future Fund

Stephen Gilmore, CIO, New Zealand Superannuation Fund

Rishab Sethi, Director, External Investments, New Zealand Superannuation Fund (Moderator)
14:00: Panel Discussion: New Frontiers in Total Portfolio Management (TPM)
TPM is practiced by many institutional investors but there is only weak agreement on theory and the practice. This discussion will also look ahead to the future of TPM including the additional context of sustainability and impact objectives.
- Evolution of TPM
- Strategic Asset Allocation versus TPM – pros & cons
- Implementation Case Studies - pitfalls and lessons learnt
- Manager challenges with TPM
- AUS Super specific challenges
- Incorporation of Sustainability and impact objectives

Tanya Branwhite, Head of Portfolio Construction, NSW Treasury Corporation (TCorp)

Andrew Fisher, Head of Investment Strategy, Australian Retirement Trust

Dr Charles Hyde, Head of Asset Allocation , Guardians of New Zealand Superannuation (Guardians)

Ben Samild, CIO, Future Fund (Moderator)
15:00: Coffee Break
15:20: Allocator Investment Risk Framework
Discussion points will include:
- Spectrum of approaches
- Modelling convexity / tail risk
- Downside protection
- Modelling private assets
16:10: Application of ESG in Liquid Alternatives Portfolios
- New Zealand Superannuation: shifting to a new ESG index system
- SBAI: Carbon Footprinting in Alternatives

Thomas Deinet, Executive Director, SBAI

Rishab Sethi, Director, External Investments, New Zealand Superannuation Fund
16:55: Concluding Remarks
17:00: Reception