Mercer Global Investment Forums 2019

2019

SYDNEY9 April 2019

Forum Agenda

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MONDAY 8 APRIL, 2019

15:45–16:30Fund Manager Session Registration

16:30–18:55Fund Manager Session

19:00–21:00Welcome Reception and Buffet Dinner

TUESDAY 9 APRIL, 2019

07:45–08:45Breakfast

08:45–09:00Welcome and Opening

Simon EagletonInstitutional Wealth Leader, Pacific

09:00–09:452019 Investment Themes, Reference Portfolios and Practical Application

Deb ClarkeGlobal Head of Investment Research

Nick WhiteGlobal Strategic Research Director

Dr. Harry LiemDirector of Strategic Research, Pacific

Rebecca JacquesSenior Investment Consultant

09:45–10:05Mastering the Elements: How to Structure an Income-Producing Portfolio

Nick WhiteGlobal Strategic Research Director

Emily BarlowInvestment Consultant

10:05–10:20Game of Later Life – Round 1

Chris ParkSenior Investment Consultant

10:20–10:50Networking and Coffee Break

10:50–10:55MC

Anthony SchiavoState Manager, Queensland

10:55–11:55Keynote Address

Dr. Aubrey de GreyChief Science Officer, SENS Research Foundation

11:55–12:25Investing in a Time of Climate Change – Ramifications for Portfolios

Helga BirgdenGlobal Business Leader, Responsible Investment

Jillian ReidResponsible Investment Consultant

12:25–12:50The Magnificent Seven – Surfing the Waves of Opportunity

Facilitator

Shannon ReillySenior Investment Analyst

Sessions

1.Deep Value Equity with Market Exposure

David SeeInvestment Consultant

2.Green Bonds

Sophie BellInvestment Analyst

3.Australian Bank Loans

Eun Sub KimInvestment Consultant

4.Gold

Augustine MnukwaInvestment Management Specialist

5.Water

Peter James HughesInvestment Analyst

6.Trend-Following Strategies (Multi-Asset)

Stephanie TehInvestment Risk Analyst

7.Oil & Gas

Cameron TaylorInvestment Consultant

12:50–13:00Game of Later Life – Round 2

Chris ParkSenior Investment Consultant

13:00–14:15Lunch

14:15–14:50Generation Deserted: Bridging the Super Shortfall at Both Ends of the Generational Spectrum

Facilitator

Georgina LeeHead of Innovation, Growth and Experience, Australia

Panelists

Will BurkittInnovation Leader, Post Retirement

Jessica EllermCEO and Co-Founder of Zuper

14:50–15:10Tectonic Friction: Is China or the US the Best Place to Invest Going Forward?

Dr. Harry LiemDirector of Strategic Research, Pacific

15:10–15:45Campfire Conversations: A Fireside Chat with Mercer Clients

Superannuation and Government Funds

Facilitator

Clayton SillsSuperannuation Client Segment Leader, Pacific

Clients

Client 1

Client 2

Endowments and Foundations

Facilitator

Michael MaherEndowments and Foundations Client Segment Leader, Pacific

Clients

Client 1

Client 2

Wealth Management

Facilitator

Luke FitzgeraldWealth Management Client Segment Leader, Pacific

Clients

Client 1

Client 2

Insurance

Facilitator

Denis WalshInsurance Client Segment Leader, Pacific

Clients

Client 1

Client 2

15:45–16:15Networking and Coffee Break

16:15–16:25Game of Later Life – Round 3

Chris ParkSenior Investment Consultant

16:25–17:15Alternatives' Showdown: Which is the Best Approach in this Late Cycle?

Host

Michael ArmitageInvestment Consulting Leader, Australia

Sessions

1.Private Markets

Nikki BrownAsset Class Specialist, Private Markets and Client Development, Institutional Wealth

2.Real Assets

Paddy BrownAsset Class Specialist, Alternatives

3.Liquid Alternatives

John JacksonGlobal Leader, Hedge Fund Boutique

4.Alternative Fixed Income

Sue WangAsset Class Specialist, Fixed Income Boutique

17:15–17:30Bringing it All Together – Practical Application

Kylie WillmentChief Investment Officer, Pacific

17:30–17:40Game of Later Life – Round 4

Chris ParkSenior Investment Consultant

17:40–17:45Closing Remarks

Rich NuzumPresident, Wealth

18:00–22:00Drinks and Offsite Dinner

Draft Agenda. Subject to change.
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