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2020 AIF Australian Investors’ Forum

2020 AIF Australian Investors' Forum

December 9–10 (Australia), December 8–9 (U.S.) | Live Online

On behalf of AIF Global, we hope you will make plans to join us for the 2020 AIF Australian Investors’ Forum, which will be held virtually on December 9–10 (Australian time) and December 8–9 (U.S. time).

The 2020 AIF Australian Investors’ Forum will be held in collaboration with Victorian Funds Management Corporation (VFMC), will be geared toward institutional investment professionals, and will include key discussions for investors focused on Leadership Strategies for Known and Emerging Risk and Diversity and Inclusion Program and Implementation.  Additionally, there will be Academic Keynote Presentations including engaging breakout groups focused on ESG and Sustainable Investing and Investing in Strategies Outside the Box.

Agenda at a Glance

Day One:
Australia: Wednesday, December 9 (10:00 a.m.–1:00 p.m. AEDT)
U.S.: Tuesday, December 8 (6:00 p.m. – 9:00 p.m. EST)

10:00 a.m.–11:00 a.m. AEDT
6:00 p.m.–7:00 p.m. EST

CEO and CIO Panel: Leading Organisations and Setting Long Term Strategies for Known and Emerging Risks

Moderator:

  • Talieh Williams, Head of Investment Stewardship, VFMC

Panelists:

  • Sue Brake, CIO, Future Fund
  • Lisa Gray, CEO, VFMC

11:15 a.m.–12:15 p.m. AEDT
7:15 p.m.–8:15 p.m. EST

Investment Vignette Breakout Group Discussions and Summary on Co-Investing Trends

Presenter:

  • Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School and Advisory Board Chair, AIF Global

Discussion Leaders:

  • Jenny Newmarch, Senior Portfolio Manager, Aware Super
  • Mei-ni Yang, Head of Asia Private Equity, Mercer
  • Ben Samild, Head of Alternatives, Public Markets, Future Fund
  • Bruce Tomlinson, Head of Alternative Strategies, Sunsuper Pty Ltd

Discussion Participants:

  • Stephen Swentzel, Director, Investments, 17Capital
  • Robert Berzins, Portfolio Strategist,Beach Point Capital Management
  • Boyd Fellows, Founder and Managing Partner, ACORE Capital
  • Ben Hall, Managing Director, Head of Australia Credit, KKR
  • Tyler Jayroe, Managing Director, JP Morgan Asset Management
  • Matthew Liepert, Managing Director,Antares Capital
  • Steven Ruby, Managing Director, Audax Private Debt
  • Richard Robb, CEO, Christofferson Robb & Co.
  • Bill Sanders, Partner, President, COO and CRO, 400 Capital Management 
  • Tod Trabocco, Director of Strategy, ITE Management
  • Robert Warden, Global Head of Private Equity and Senior Managing Director, Cerberus Capital Management

12:15 p.m.–12:45 p.m. AEDT
8:15 p.m.–8:45 p.m. EST

Academic Presentation: Investing Outside the Box: Alternative Vehicles in Private Capital

Presenter: 

  • Josh Lerner, Ph.D., Jacob H. Schiff Professor of Investment Banking, Harvard Business School and Advisory Board Chair, AIF Global

Day One Concludes

Day Two:
Australia: Thursday, December 10 (10:00 a.m.–1:00 p.m. AEDT)
U.S.: Wednesday, December 9 (6:00 p.m. – 9:00 p.m. EST)

10:00 a.m.–11:00 a.m. AEDT
6:00 p.m.–7:00 p.m. EST

Diversity and Inclusion Panel: Organisations implementing Programs with Impact

Moderator:

  • Johanna Neilsen, Head of People, VFMC

Panelists:

  • Sally Collins, COO, VFMC
  • Kristian Fok, CIO, Cbus

11:15 a.m.–12:00 p.m. AEDT
7:15 p.m.–8:00 p.m. EST

Academic Presentation: ESG Integration and Tradeoffs in Risk and Return

Presenter:

  • Randolph Cohen, Ph.D., Senior Lecturer, Harvard Business School

12:05 p.m.–1:00 p.m. AEDT
8:05 p.m.–9:00 p.m. EST

ESG Breakout Group Discussions and Summary

Discussion Leaders: 

  • Amit Chand, Assistant Portfolio Manager, Aware Super
  • Alexis Cheang, Partner, Head of Responsible Investment, ANZ, Mercer
  • Daniela Jaramillo, Senior Responsible Investment Adviser, HESTA
  • Louise Lew, Head of Sustainability, Australia Willis Towers Watson
  • Liza McDonald, Head of Responsible Investments, Aware Super
  • Suzanne Tavill, Partner and Global Head of Responsible Investing, StepStone

Discussion Participants: 

  • Amber Fairbanks, Portfolio Manager, Mirova US
  • Adam Heltzer, Managing Director, Head of ESG, Ares Management
  • Chris Newton, Executive Director – Responsible Investment, IFM Investors
  • Ken Pontarelli, Managing Director, Goldman Sachs
  • Joanna Reiss, Co-Lead of Impact, Apollo Global Management
  • Susan Soh, Chief of Strategy and Capital Development, Two Sigma Private Investments

Forum Concludes

2020 AIF Australian Investors' Forum Confirmed Participants List

Alberta Teachers’ Retirement Fund Board
Mark Wojcichowsky, Managing Director, Real Estate

Albourne Partners
Jennifer Kizilbash, Partner – Operational DD, Sustainability Strategy Lead
Lincoln Smith, Partner

Albourne Partners Singapore
Yut Wah, Portfolio Analyst

Australian Catholic Superannuation & Retirement Fund
John Phokos, Investment Manager – Private Markets
 
Aware Super
Jenny Newmarch, Senior Portfolio Manager
Liza McDonald, Head of Responsible Investment
Amit Chand, Associate Portfolio Manager
 
Cbus Super
Kristian Fok, CIO
 
CPG
Andrew Vallner, CEO
 
CSC
Alison Tarditi, CIO
 
Edgehaven Pty Ltd
Bev Durston, Managing Director
 
Future Fund
Sue Brake, Acting CIO
Joel Grant, Director, CEO Office
Wendy Norris, Deputy CIO, Private Markets
Ben Samild, Head of Alternatives
Craig Dandurand, Head of Debt
Shikha Gupta, Manager
Paul Murray, Director of Portfolio Strategy
Arriarne Kemp-Bishop, Manager, Public Affairs and Strategic Partners
 
HESTA
Daniela Jaramillo, Senior Responsible Investment Adviser
 
LGIA Super
Troy Rieck, CIO
 
Korea Post
Seongmun Park, Senior Investment Officer, New York
 
Mercer
Alexis Cheang, Partner, Head of Responsible Investment, ANZ
Mei Ni Yang, Head of Private Equity Asia Pacific
 
New Zealand Superannuation Fund
Del Hart, Head of External Investments and Partnerships
 
Peninsula House LLC
John Tsui, Managing Principal
 
Public Officials Benefit Association (POBA)
Dong Hun Jang, CIO
 
San Francisco Employees’ Retirement System
Joe Driscoll, Commissioner
 
Sovereign Investment Research
Ray King, Managing Director
 
State Super
Charles Wu, Deputy CIO and General Manager, DC Investments
 
StepStone Global
Suzanne Tavill, Partner and Global Head of Responsible Investing
 
Suncorp
Richard Allen, Manager, Portfolio Management
 
Sunsuper
Bruce Tomlinson, Head of Alternative Strategies
 
Teachers’ Retirement System of Texas
Daniel Judd, Director
 
Telstra Super
Bryony Hayes, Chief Risk Officer
 
Texas Tech University System
Michael Nichols, Senior Investment Officer
 
UniSuper
Kent Robbins, Head of Property & Infrastructure
 
University of Sydney Endowment
Andrew Batsakis, Associate Director, Private Equity
 
VFMC
Lisa Gray, CEO
Russell Clarke, CIO
Talieh Williams, Head of Investment Stewardship
Johanna Neilsen, Head of People
Sally Collins, COO
Maree Squillacioti, Senior Manager-People
Mark Aarons, Head of Portfolio Risk and Solutions
Sarah Dunn, Head of Client and Market Development
Ezinne Udeh Martinez, Executive Manager, Investments
Ha Nguyen, Portfolio Manager
Nicolas Merigoux, Portfolio Manager
Priya Patel, ESG Manager
 
Willis Towers Watson
Louise Lew, Head of Sustainability, Australia
Lidia Medojevic, Co-Head Real Estate, Australia