2026 Oceania Institutional Investor Roundtable
2026 Oceania Institutional Investor Roundtable
Key Highlights of our 4th Oceania Roundtable in Sydney:
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Morning sessions (Core Supporters and Investors only): Workshops, Investor CIO session and exclusive Audience with... sessions
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Afternoon sessions (Open to all): CIO perspectives, panel discussion, and Ideas Exchange breakout sessions
MORNING SESSIONS
Open to Core Supporters & Investors
09:00: Registration (For Audience with & CIO Roundtable attendees Only)
09:30 - 10:30 Sessions:
CIO Roundtable
Open to Investor C-Leaders Only
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Tour de Table: Current Top-of-mind Issues
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Talent & Career Path Design: Building the next generation of Investment Leaders.
10:30: Registration (For Workshop attendees)
10:45 - 12:00: Sessions:
Alternatives 2.0: Rethinking Strategy, Scale & Capital Efficiency
Open to Core Supporters & Investors Only
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Current priorities & Lessons learnt
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Tools, techniques & measurement: Risk systems, portfolio construction tools, etc.
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Emerging innovations: Capital efficiency, new access to alpha, platforms etc
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Role of explicit & implicit protection
Private Credit: Australia vs the World
Open to Core Supporters & Investors Only
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How do Australasian investors approach credit? (Superfunds, insurers, sovereign)
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Perspectives on risk: Are there canaries in the coalmine?
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Key trends: (Domestic, International, by segment)
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Valuations & defaults: Due diligence & governance considerations
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Structuring Innovations: Evergreen funds, tokenisation, etc
12:00: Core Supporter & Investor Lunch (by invitation only)
AFTERNOON SESSIONS
Open to All
12:45: Registration & Networking
13:15: Welcome & Opening Remarks
13:30: CIO Perspectives on Organisational Design: 2030 Vision: Reshaping for Scale, Complexity & Agility
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Scaling with purpose: Is bigger always better, or just more complex?
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Allocation priorities: Will they shift? Public vs Private, Internal vs. External management
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Talent, culture, & capabilities: What steps are needed today?
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Platforms & technology: What does the infrastructure of the future organisation look like?
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Collaboration & global positioning: What new models are emerging?
14:15: Break: Move to Session
14:20: Ideas Exchange: Breakout Sessions
Group sessions on top-of-mind issues curated by the SBAI stakeholders to spark ideas, exchange information, and find solutions for building a strong relationship between managers and investors.
Markets Perspective: Macro in transition: Navigating the next phase of the global cycle
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What is the investment impact of mega-trends? What are the structural shifts?
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Are there "systemic" implications for the Super sector?
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Portfolio implications: What to watch
ILS - Cat Risk: State of Play
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2026 renewals
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2025 hurricane season in reflection: Flood & other perils
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Investor Approaches: How to approach ILS from an allocator’s perspective
15:10: Coffee Break
15:30: Ideas Exchange Continued
Reimagining Asset Allocation: Integrating Public & Private Markets
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Evolution of approaches over the last 5 years: What are the emerging challenges?
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What assumptions need to be challenged?
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What are the levers to improve investment outcomes?
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TPA 2.0/ SAA 2.0: How to innovate?
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Looking ahead: The 2030 portfolio
Impact of Climate Change in ILS
- How do market participants incorporate findings from recent events (e.g., rapid storm intensification) in risk selection and portfolio construction?
- How to deal with management/stakeholder questions on climate (and ESG more broadly)?
- How can the risk-transfer industry maintain relevance in the context of growing un-insurability?
- Where are emerging opportunities?
16:25: Break (Move to session)
16:30: Shifting Geopolitical Playbook: What are the Implications for the Oceania Region?
- What is different now?
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How does the defence posture need to evolve?
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How to calibrate integration with allies vs. operational autonomy?
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What role is there for investors to play in supporting nation-building (in addition to supporting energy transition and housing)? Fiduciary perspective? Changes in YFYS frameworks/benchmarks? Are D&R (Defence and Resilience) the new ESG?
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What role does “Australian capital abroad” play in foreign diplomacy?
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What other questions need to be put on the table?
17:15: Closing Remarks
17:20: Networking Reception
More speakers to be announced.









































































