2021 Australian Investment Conference

The CFA Societies Australian Investment Conference is the leading industry forum for the investment management profession. Its core purpose is to review, unpack and explore micro and macro themes impacting the investment landscape and connects Australian and global thought leaders to share perspectives, insights and emerging trends to move from purpose to action.

The conference is a networking opportunity to establish and build personal and business relationships across the investment management industry. Join us at the 2022 Australian Investment Conference, face to face in Melbourne for practical insights on the latest investment trends.

2021 Conference Highlights

FROM PURPOSE TO ACTION | 13 & 14 October, 2021

Purpose
noun 1. The reason for which something is done or created or for which something exists. 2. A person’s sense of resolve or determination.

Action
noun 1. The fact or process of doing something, typically to achieve an aim.

2021 Keynote Speakers

AIC Keynote Speaker

Session Highlights

Investing in Disruptive Innovation

Cathie Wood, CEO/CIO, Ark Invest

Rob Fowler, CFA, Former CIO, Hesta

Multi-Stakeholder Management

Sarah Keohane Williamson, CEO, FCLTGlobal

Marian Poirier, CFA, Senior MD, MFS Investment Management

2021 Conference Program | Day 1

Conference Open

Margaret Franklin, CFA, President and CEO, CFA Institute

The ‘New Normal’ for Value Investors

Keynote: Howard Marks, CFA, Co-Chairman, Oaktree Capital Management
Moderated by Kim Bowater, CFA, Director of Consulting at Frontier Advisors

Multi-Stakeholder Management: From Trade-offs to investments

Keynote: Sarah Keohane Williamson, CEO, FCLTGlobal
Moderated by Marian Poirier CFA, Senior Managing Director, Head of Australia, MFS Investment Management

Ethical Dilemma: Investing in Fossil Fuels

Richard McGillivray, Senior Director, Institutional Partnerships APAC, CFA Institute

The Great Debate:
Artificial Intelligence will Dramatically Reshape the Funds Management IndustryKate Howitt, Portfolio Manager, Fidelity International
Prof. Stephen Brown, Monash Business School
Dr. Michael Kollo, Chief Economist, Faethm AI
Eric Moreau, Portfolio Manager, Applied Data Science Value, JP Morgan US
Moderated by Anthony Serhan, CFA, GAICD, Distribution Director at Pendal Group

The Future of Work

Rebecca Fender, CFA, Senior Director, Future of Finance at CFA Institute
Moderated by Joyce Chen, Equity Analyst Intern, Merlon Capital Partners

2021 Conference Program | Day 2

Conference Open
Lisa Carroll, CEO, CFA Societies Australia

Spotlight Session: Sustainability and Investing – Trends and Opportunities
Maria Wilton AM, CFA, Non-Executive Director

Climate Risks and the Australian Financial System
Keynote: Guy Debelle, Deputy Governor, Reserve Bank of Australia
Moderated by Philip Graham, CFA, Independent Board Member

Opportunities, Risks and Implications of the Evolving
China/Australia Geo-Economic Landscape
Jingmin Qian, CFA, Non-Executive Director
Prof. Jane Golley, Director of ANU Centre on China
Jing Li, Senior Economist, AustralianSuper
Moderated by Matt Gadsden, Senior Consultant and Head of Global Equities Research, JANA

Re-imagining Capitalism
Andrew Hagger, CEO Tattarang & CEO Minderoo Foundation
Audette Exel, AO, Founder The Adara Group
Moderated by Sandi Orleow, CFA, Non-Executive Director

Ethical Dilemma: Jobkeeper
Lisa Carroll, CEO, CFA Societies Australia

Investing in Disruptive Innovation
Keynote: Cathie Wood, CEO, ARK Invest
Moderated by Rob Fowler, CFA, Former CIO of Hesta

Spotlight Session: Inclusion and Diversity

From Purpose to Action – Practical Suggestions from the Top
Heather Brilliant, CFA, CEO and President at Diamond Hill
Con Michalakis, CIO Statewide Super
Moderated by Mark Lazberger, CFA, Founding Partner at Omnia Capital Partners, Chair, Board of Governors, CFA Institute

Closing Remarks
Lisa Carroll, CEO, CFA Societies Australia

Meet our 2021 Programming Committee

CFA Societies Australia thanks the members of the 2021 AIC programming committee for bringing this event to life.

Lisa Carroll
Lisa Carroll
Chief Executive Officer
CFA Societies Australia