2017 Australian Investors’ Forum

AIF Australian bridge entering Melbourne

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2017 Australian Investors’ Forum

May 2–3, 2017 · Melbourne, Australia

Bringing Investments Thought Leaders to Institutional Investors Globally

AIF is an independent economic think tank focusing on institutional investment policy. Its mission is to promote the exchange of best ideas, practices and information among institutional investors globally to help them achieve their investment objectives.

View the Program and Agenda



Agenda at a Glance

Women Investors’ Session: Future Fund · 120 Collins Street · Melbourne
Reception and Dinner: Cumulus Restaurant · 45 Flinders Ln · Melbourne
Wednesday Sessions: The Westin · 205 Collins Street · Melbourne

Tuesday, May 2, 2017 
4:30 p.m.–6:30 p.m.Women Investors’ Session
Women and men investors welcome
Liz McPherson, Chief Culture Officer, Future Fund;
Melissa Waller, President, AIF Institute and Former Deputy Treasurer, State of North Carolina
6:30 p.m.–9:00 p.m.AIF Australian Investors’ Forum Welcome Reception and Dinner
Open only to AIF members and investment officers, investment consultants, trustees, and academics

Wednesday, May 3, 2017 
8:00 a.m.–8:30 a.m.Registration
8:30 a.m.–9:30 a.m.Portfolio Construction Session
Open only to investors (investment officers, investment consultants, trustees, and academics)
Chris Trevillyan, Director of Capital Markets and Asset Allocation, Frontier Advisors
10:00 a.m.–11:00 a.m.Private Equity Session
Alicia Gregory, Head of Private Equity, MLC Investment Management
Michael Elio, Partner, StepStone Group
11:15 a.m.–12:15 p.m.Private Credit Session
Bruce Tomlinson, Portfolio Manager, SunSuper
Leo Fletcher-Smith, Strategy Head, European Private Credit, Aksia
12:15 p.m.–1:30 p.m.Lunch
1:30 p.m.–2:30 p.m.Hedge Fund Session
Andrew Korbel, Senior Portfolio Manager, Victoria Funds Management Corporation (VFMC)
Debra Ng, Senior Portfolio Analyst, Albourne Partners
3:00 p.m.–4:00 p.m.Real Estate and Real Assets Session
Wendy Norris, Head of Infrastructure and Timberland, Future Fund
Mary Power, Senior Consultant and Head of the Property Research Team, JANA
4:30 p.m.–5:30 p.m.Investor Deep Dive Session: Investor-Focused Harvard Business School Case Study
Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking,
Harvard Business School; Advisory Board Chair, AIF
5:30 p.m.–6:30 p.m.Closing Reception

A Format that Ensures the Best Ideas, Best Practices, and Best Information

AIF’s model is to travel to institutional investors and deliver its content free of cost. AIF brings leading investment managers, consultants, and academics together with local institutional investors to dialogue about practical, actionable investment topics and investment policy in a small, controlled roundtable format. No member of the press, service provider, or audience is present, and no selling is permitted at any Regional Roundtable.

AIF’s content and membership are determined by AIF’s four advisory boards, which consist of more than 100 of the world’s most influential investment thought leaders. AIF’s Board is chaired by Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking at Harvard Business School.

Earn Continuing Professional Education (CPE) Credits

Participation in the 2017 AIF Australian Investors’ Forum may qualify for CPE Credits. Participants can earn up to 7.5 CPE credits in Finance and Management Advisory Services fields of study.


To register to attend the program, please contact Brant Maller at bmaller@aifglobal.org.