2023 AIF Australian Investors' Forum
May 17–18 | The Westin Melbourne | 205 Collins Street, Melbourne, Australia
On behalf of AIF Global, in collaboration with Future Fund and Victorian Funds Management Corporation (VFMC), we hope you will make plans to join us for the 2023 AIF Australian Investors’ Forum to be held May 17–18 at the Westin Melbourne Hotel in Melbourne, Australia.
The 2023 AIF Australian Investors’ Forum will bring together investment thought leaders to share best ideas, practices, and information and address the needs of institutional asset owners in the Australia region, as well as across the globe.
Agenda at a Glance
Day One – May 17
3:00–3:45 p.m.
Registration
3:45–4:00 p.m.
Welcome Remarks and Introduction
Melissa Waller, President, AIF Global and the AIF Institute
Andrew Messer, Executive Director, AIF Global and the AIF Institute
Johanna Neilsen, Head of People, Victorian Funds Management Corporation (VFMC)
4:00–5:30 p.m.
AIF Institute Center for ESG & Sustainable Investing: Initiatives and Transformative Investments
Suzanne Tavill, Global Head of Responsible Investment, StepStone Group
Louise Davidson, CEO, Australian Council of Superannuation Investors
Malcolm Thornton, Head of Impact Capital, Clean Energy Finance Corporation
5:30–8:30 p.m.
Reception and Special Recognition Dinner
Day Two – May 18
8:15–9:00 a.m.
Registration and Continental Breakfast
9:00–9:15 a.m.
Day Two Welcome Remarks
Melissa Waller, President, AIF Global and the AIF Institute
Andrew Messer, Executive Director, AIF Global and the AIF Institute
9:15–9:45 a.m. Presentation
9:45–10:45 a.m. Panel
Presentation: FutureFund Position Paper - The Death of Traditional Portfolio Construction
- Craig Thorburn, Director – Office of the Chief Investment Officer, Future Fund
Moderator:
- Kim Bowater, Director of Consulting, Frontier Advisors
Panelists:
- Valérie Bénard, Head of Aksia Europe, Aksia
- Jeff Brunton, Head of Portfolio Management, HESTA
- Sam Chung, Ph.D., Head of AIF APAC and Professor of Finance, Yonsei University, Seoul
- Gary Gabriel, Head of Portfolio Management Group, Victorian Funds Management Corporation (VFMC)
10:45–11:00 a.m.
Break
11:00 a.m.–12:00 p.m.
AIF Institute Center for Private Capital Investing Panel on Private Equity
From global infrastructure to innovations in AI: building portfolios and businesses that deliver results
Moderator:
- Nic diLoretta, Head of Private Equity and Real Assets, Aksia
Panelists:
- Marina Pasika, Head of Private Equity, REST
- Sumit Rajpal, Founder and CEO, GrowthCurve Capital
12:00–1:00 p.m.
Lunch
1:15–2:15 p.m.
AIF Institute Center for Private Capital Investing Panel on Private Credit
In a world of rising rates and increasing geopolitical risk, investing in the new economic paradigm
Moderator:
- Scott Wilkinson, Head of Private Debt, APAC, Mercer
Panelists:
- Dean Atkins, Managing Director, Investment Management, Europe, 400 Capital Management
- Linda Cunningham, Head of Debt and Alternatives, Cbus Super Fund
- Brian Dillard, Partner and Head of Asia Credit, KKR
- Peter Graf, Managing Director, Ares Management
- Lillian Nunez, Executive Director, Debt Investment, IFM Investors
- Matthew Winkler, Managing Director, Benefit Street Partners
2:15–2:30 p.m.
Break
2:30–3:30 p.m.
AIF Institute Center for Private Capital Investing Panel on Real Assets
Investing in the future: the long-term outlook for global risk and returns
Moderator:
- Dania Zinurova, Portfolio Manager, Wilson Asset Management
Panelists:
- Steve Bulloch, Managing Director and Head of Australia, PGIM Real Estate
- Marigold Look, Executive Director, Infrastructure, IFM Investors
- Desmond Goh, Investment Manager – Unlisted Assets, HESTA
- Dave Rumker, CIO, J.P. Morgan Campbell Global Timber Investment
3:30–3:45 p.m.
Break
3:45–4:00 p.m.
Primer on Governance
Speaker:
- Martin Goss, Co-Head of Governance, Willis Towers Watson
4:00–5:00 p.m.
AIF Institute’s Investment Governance: A Fireside Chat
- Russell Clarke, CIO, Victorian Funds Management Corporation (VFMC)
- Kate Galvin, CEO, Victorian Funds Management Corporation (VFMC)
- Martin Goss, Co-Head of Governance, Willis Towers Watson
- Melissa Waller, President, AIF Global and the AIF Institute
5:00–6:30 p.m.
Closing Remarks and Reception
2023 AIF Australian Investors' Forum Participant List
The investors and consultants below have confirmed their desire to participate (subject to any required internal approvals and final schedules)
Aksia
Valérie Bénard, Head of Aksia Europe
Nic diLoretta, Head of Real Assets
AustralianSuper
Yue Cao, Senior Manager, Strategy & Planning, Investments
Massimo (Max) Cappetta, Senior Director, Internal Strategies Oversight
Bella Chan, Associate Director
Leigh Gavin, Head of Investment Model Design
Cbus Super Fund
Linda Cunningham, Head of Debt and Alternatives
Challenger Life Insurance
Michael Andrews, Senior Portfolio Manager, Property and Private Equity
Costa Asset Management
Sally Campbell, General Manager, Portfolio
Frontier Advisors
Kim Bowater, Director of Consulting
Future Fund
Tammi Fisher, Head of Alternatives
Craig Thorburn, Director, Office of the CIO
HESTA
Jeff Brunton, Head of Portfolio Management
Desmond Goh, Director-Real Assets
The National Superannuation Fund (Nasfund)
Fiona Nelson, General Manager, Investments
REST
Lachlan Hall, Analyst, Private Markets
Marina Pasika, Head of Private Equity
StepStone Group
Suzanne Tavill, Partner, Head of Responsible Investing
VFMC
Kate Galvin, CEO
Russell Clark, CIO
Kirsten Callander, Senior ESG Analyst
Liam Hennessy, Senior Analyst
Kathryn Howard, Assistant Portfolio Manager
Yanjun Li, Investment Analyst
Shali Lingaretnam, Head of Investment Stewardship
Ha Nguyen, Assistant Portfolio Manager – Asset Allocation and Strategy
Johanna Nielsen, Vice President, Corporate Controller and CAO
Leanne Taylor, Head of Portfolio Strategy & Asset Allocation
Talieh Williams, Executive Manager – Investments
Martin Goss, Co-Head of Governance
Dania Zinurova, Portfolio Manager