Agenda:
09:00: Registration (An Audience with session only)
09:30: An Audience with
Open to Core Supporters Only
10:30: Registration (For Workshop attendees)
10:45 - 12:00
Alternatives 2.0: Rethinking Strategy, Scale & Capital Efficiency
Open to Core Supporters & Investors

SBAI Oceania Advisory Committee; Executive Director, Alternatives, Future Fund

Director, External Investments & Partnerships, New Zealand Superannuation Fund
Private Credit: Australia vs the World
Open to Core Supporters & Investors


12:00: Core Supporter & Investor Lunch (by invitation only)
AFTERNOON SESSIONS
Open to All
12:45: Registration & Networking




14:15: Break: Move to Ideas Exchange Session
14:25: Ideas Exchange: Breakout Sessions
Small 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.
15:15: Coffee Break
15:45: SBAI Update
What is different now?
How does the defence posture need to evolve?
How to calibrate integration with allies vs. operational autonomy?
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?
What role does “Australian capital abroad” play in foreign diplomacy?
What other questions need to be put on the table?
16:40: Fireside Chat
17:05: Closing Remarks
17:10: Networking Reception
More agenda details and speakers to be announced.

SBAI Oceania Advisory Committee; Executive Director, Alternatives, Future Fund
Shikha Gupta is the Executive Director, Alternatives, at the Future Fund, where she brings over a decade of experience in investment management. In her current role, she oversees the fund’s diverse alternative investment strategies and previously focussed on the portfolio’s Credit exposures.
Shikha serves as a member of the Investment Committee and the Manager Review Committee. Before joining the Future Fund, Shikha was a Principal at Partners Capital in London, where she led public equities research and provided strategic investment advice to institutional and high-net-worth clients. Her career began at the Boston Consulting Group, where she gained extensive experience in management consulting, delivering impactful solutions across various industries.
Shikha holds a Bachelor of Commerce with First Class Honours in Actuarial Studies (Dean’s List) from the University of Melbourne and an MBA with Distinction from INSEAD. She is also a member of SBAI’s Oceania Committee.

Director, External Investments & Partnerships, New Zealand Superannuation Fund
Rishab is Director, External Investments and Partnerships at the New Zealand Superannuation Fund with responsibilities for external investment manager selection, mandate design and opportunity evaluation.
He has previously worked in asset allocation and corporate strategy roles at the Fund. Prior to joining the Guardians, he was a research economist with the Reserve Bank of New Zealand and has been a research fellow at the Bank for International Settlements.
Rishab has Bachelor’s degrees in mathematics and economics from the University of Auckland and the Australian National University, and Master’s degrees in public administration and finance, from the London School of Economics and Columbia University.

Head of APAC, Orchard Global
Mr. Tan is Head of Asia Pacific of Orchard Global. He also serves as Chief Executive of Orchard Global Asset Management (S) Pte Ltd, the firm’s Asia affiliate and heads the firm’s legal structuring group globally.
Prior to joining Orchard Global, Mr. Tan held various origination, structuring, and distribution leadership roles. He established and led the fund solutions group in the securities division at Morgan Stanley in Hong Kong as well as the structured funds business at HSBC Global Markets in London, before co-heading the same group in Asia. Mr. Tan began his career at Allen & Overy LLP in London, specializing in structured finance and derivatives law.
Mr. Tan has an MA in Jurisprudence from Trinity College, University of Oxford, and is an alumnus of Harvard Business School. He is a qualified Solicitor in England and Wales and an Advocate and Solicitor of the Supreme Court of Singapore.

SBAI Oceania Advisory Committee; Partner, Albourne Partners
Lincoln Smith is a Partner at Albourne having joined in 2007 and works as a Consultant at the firm. He helps clients construct customized hedge fund and private market portfolios that meet their Investment Guidelines and also works on the firm’s simulation and analytical tools. Mr. Smith’s clients spanned public and private pension plans, endowments and foundations, and family offices. More recently his client focus has shifted from the US to Australasia.
Prior to Albourne, Mr. Smith started his career at a New Zealand fund manager.
Mr. Smith has a Post Graduate Diploma in Finance from Otago University (NZ) and a Degree in Economics also from Otago University. He holds the Chartered Financial Analyst designation.

CIO, Aware Super
As Chief Investment Officer, Damian is responsible for the investment strategy at Aware Super.
Damian brings over 30 years’ experience in investment management, managing diversified portfolios and investment teams. Between 2012-16 Damian was Chief Investment Officer at StatePlus. He previously headed up Private Portfolio Management for the Macquarie Group, where he was promoted to run that business following a successful tenure as Head of Investment within the same division.
Damian has also held senior positions within Norwich Investment Management and JP Morgan Investment Management.

State CIO, QIC
Allison Hill joined QIC’s State Investments (SI) team in January 2018. The SI team is responsible for managing approximately $58B in assets on behalf of the State of Queensland.
Allison is the State Chief Investment Officer within the SI Team and she has direct responsibility for all the portfolios managed on behalf of the State of Queensland.
Allison has over 28 years’ experience in investment management and financial markets. Prior to joining QIC, Allison was the Chief Executive Officer at DMP Asset Management, where she oversaw the investment process and asset consulting practice. Prior to this, Allison spent 11 years at Frontier Advisors as a Senior Consultant. Allison was the lead consultant for several of Australia’s largest superannuation funds, was the Head of Debt and Alternatives Research and a member of Frontier’s investment and leadership committees.
Allison has a Bachelor of Commerce from Melbourne University and holds several post graduate qualifications including a Graduate Diploma in Management from the AGSM and is a GAICD. Allison is also a member of Chief Executive Women (CEW).

Executive Director, SBAI
Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.
Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.
Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.

CIO, NSW Treasury Corporation (TCorp)
Joining TCorp in 2017 as the Chief Investment Officer, Stewart leads our investment management business, responsible for advice and management of $105bn of funds across the NSW Government, including pension assets, insurance reserves and state infrastructure and Debt Retirement funds.
To strengthen TCorp’s investment management framework for delivering superior risk-adjusted returns to clients, Stewart led a transformation program evolving our investment model to a risk-based Total Portfolio Approach.
With over 30 years’ investment management industry experience in Australia and the UK, Stewart has held senior roles at ANZ’s Australasian Wealth business, BT Financial Group, Queensland Investment Corporation, Goldman Sachs, and Schroders.
Stewart holds a BEc (Hons) from Bristol University, UK. He is a Chartered Accountant, a Graduate of the Australian Institute of Company Directors and Fellow of FINSIA.

Head of Alternative Investments and Real Assets, Telstra Super
Kate Misic, Head of Alternative Investments and Real Assets, joined Telstra Super in May 2010. Telstra Super is an Australian corporate superannuation fund with around 85,000 members and over A$25b under management. The fund has defined benefit, accumulation and allocated pension divisions within the fund. Kate is responsible for the Property, Infrastructure, Opportunities, Hedge Fund and Private Markets programs. Kate has had more than 20 years of experience in investment manager research and performance analysis. Prior to joining Telstra Super, Kate was Senior Portfolio Analyst for the Australian Equities funds at Warakirri. Kate also spent time at Frontier Investment Consulting, a leading asset consultant and Wilshire Associates, a Private Equity specialist.
Kate is a CFA Charterholder. Kate co-authored Portfolio Management for Institutional Investors in CFA Level III Curriculum 2020 (2019). Kate is Past President, CFA Society Melbourne and Past Chair of the Global Investment Performance Standards Asset Owner Subcommittee. Kate also completed the Company Directors Course Diploma provided by the Australian Institute of Company Directors, a Graduate Diploma of Applied Finance and Investment provided by FINSIA and a Bachelor of Science (Mathematics) at the Australian National University.

Co-Chief Investment Officer, New Zealand Superannuation Fund
Will joined the Guardians in 2016 and was appointed Co-Chief Investment Officer in 2024. He was previously Head of Direct Investments with responsibility for leading the Fund’s global direct investments, internally managed listed equities and machine learning strategies.
Prior to joining the Guardians, Will held executive roles in finance and private equity. He is currently Co-Chair of the NZ Super Fund Investment Committee, Director of Kaingaroa Timberlands, Chair of The Institute of Financial Professionals NZ (INFINZ) and has previously served on listed and unlisted boards in New Zealand, Australia, and the UK.
He holds a Bachelor of Commerce majoring in Economics and a Master of Applied Finance from Victoria University of Wellington and has completed INSEAD's Advanced Management Programme.

Director of Investment Solutions, Aspect Capital Limited
Razvan joined Aspect Capital, the $10bn systematic investment manager, in July 2010 and is Director of Investment Solutions. Razvan is a member of Aspect’s Product Design Group and attends Investment Committee meetings. Razvan and his team are an integral part of the product development and research functions at Aspect and they provide quantitative expertise to Aspect’s clients on investment process and the development of new product ideas. Razvan’s primary responsibility is client engagement on matters relating to strategies, products, performance and research.
Prior to Aspect, Razvan worked at Skybound Capital, Clear Horizon Capital, and PeregrineQuant (now Vunani Fund Managers) in various quantitative research roles.
He graduated with distinctions in Mathematics, Applied Mathematics and Physics from Rhodes University. He holds a BSc (Hons) in Theoretical Physics from Wits University and was awarded an MSc in Financial Mathematics from the University of Cape Town and is a CFA Charter holder.

Head of Investment Risk, NSW Treasury Corporation (TCorp)
Tom Gillespie is the Head of Investment Risk at NSW Treasury Corporation (TCorp). In this role, Tom is responsible for measuring and assessment of investment and liability risk across all TCorp client portfolios. Tom forms part of a broader investment team in the managing of these risks and chairs TCorp’s Total Portfolio Strategy Forum.
Prior to joining TCorp, Tom was a Director of Investment Risk Consulting for Russell Investments. In this role, Tom consulted to a wide range of local and international clients about governance, measurement, assessment and management of investment risk. Prior to Russell, Tom was Senior Portfolio Manager, Risk for Commonwealth Superannuation Corporation and Managing Director, Regional Equity Derivative Research for Citigroup. Immediately prior to TCorp, Tom was Head of Maths and IT for a large sports betting organisation using machine learning and statistical analysis for bet identification and sizing.
Tom holds a Bachelor of Science, Bachelor of Arts, Graduate Diploma in Science and a Doctor of Philosophy from the University of Sydney. Additionally, Tom has completed a Juris Doctor with Distinction (with Medal) from the University of New South Wales.
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