Asset Allocation and Portfolio Management Summit
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About
Post GFC, the New Zealand superannuation and fund management industry is finding its feet in a new landscape of increased regulation, demands for transparency, and investor wariness. On the positive side, the capital markets are recovering and investment strategists are seeing new opportunities to maximise returns.
Join industry experts and network with fellow fund managers as we dissect the key Asset Allocation and Portfolio Management challenges. Exclusively researched and developed for the New Zealand market, this summit focuses on what is relevant to you right now with strong local content.
In just ONE DAY and at the very competitive price of only $1195 per person, this summit offers 2010’s best opportunity to access the latest updates and insights from leading fund managers.
Register today to save $100 with our Early Bird Special – and make sure you enquire about our ‘share a ticket’ deal to save even more!
We look forward to welcoming you to the Summits!
Agenda
Day 1
8.30
Registration and coffee
9.00
Opening remarks from the Chair
Vance Arkinstall, Chief Executive, Investment Savings & Insurance Association
9.10
The global investment landscape in a post-GFC world
• Assessing the state of the markets after the global financial crisis
• How did we react to the crisis and recovery
• Economic and financial threats that could impact on your portfolio
• How has the global financial crisis changed the rules of asset allocation?
Keith Poore, Head of Investment Strategy, AXA Global Investors
9.55
Estimating portfolio risk
• Managing volatility in volatile markets
• How to improve risk estimates
• Reviewing our investment strategies and risk profile post GFC
Nicholas Bagnall, Investment Manager, ACC
10.40
Morning tea
11.00
Thoughts On Asset Allocation
- Use of non-correlated asset classes
- Use of models
- Peer comparisons
- Tactical asset allocation
- Dynamic asset allocation
Peter Lynn, Managing Director, Tyndall Investment Management
11.45
Restoring confidence and managing investor unsettledness
• The role of governance and accountability in restoring investor confidence
• Providing transparency to investors and regulators
• Accurately measuring and communicating fund performance
• Disclosure rules and the pressure on investment managers to restructure their fees
Vance Arkinstall, Chief Executive, Investment Savings & Insurance Association
12.30
Lunch
1.20
Reposition and rebalance your portfolio to improve performance and returns
• Tactical asset allocation strategies
• Portfolio construction and product design that delivers superior results
• Key challenges in maintaining a diversified portfolio
• Portfolio rebalancing in a new investment world
Philip Houghton-Brown, Chief Investment Officer, ING (NZ) Ltd
2.05
The essential tax update for fund managers
• Recommendations from the Tax Working Group on taxation of investment income and gains, and Government response
• Trends in New Zealand’s international tax rules and new Tax Treaties
• Impact of current tax settings on capital markets
• Tax treatment of corporate bonds, offshore income distributed to non-resident investors, annuities, and capital gains
Paul Dunne, Partner - Head of Financial Services Tax, KPMG
Speaker has declined permission for his material to be online
2.50
Afternoon tea
3.10
The role of quality research in active fund management: Knowing your managers to ensure a consistent performance
• Adding value to an investment portfolio with quality research
• Challenges in maintaining a diversified portfolio and avoiding style bias
• Fitting the pieces of the puzzle: manager + portfolio + client preferences
• Security selection: the role of research in selecting the right managers
• What it takes to monitor manager products across capital markets
Sacha Mandich, Senior Consultant, Russell Investment Group
4.00
Effective fund due diligence
• What are some of the red flags and irregularities to note?
• Due diligence procedures for alternative investment decisions
• What will it take to restore trust in the operation of hedge funds?
• Can you afford not to carry out legal DD and investment DD, too?
Jeremy Muir, Senior Associate, Minter Ellison Rudd Watts
Lloyd Kavanagh, Partner, Minter Ellison Rudd Watts
4.45
End of Asset Allocation & Portfolio Management Conference
4.50
Industry networking with complimentary drinks
