Program details & speakers presentations:

9.15 – 9.30
Opening by chair, Colin Tate, executive director, Conexus Financial.

The Australian investment market is the fastest growing in the world, but who are the decision makers, what are the asset allocation trends and how compatible are offshore funds.

9.30 – 9.35

The High Commissioner, John Dauth, will outline the ease with which British and European firms are doing business in Australia and the similarities and differences in trade between the two nations, as well as painting a picture of the investment landscape in Australia.

9.35 – 10.15

Economic environment

National Australia Bank is one of the world’s top 30 financial services companies with total funds under custody and administration of $A474 billion. nabCapital is a division the bank, offering an extensive range of funding, risk management and investment solutions. In this session, Tom Vosa, will talk about the structure of the Australian economy and the landscape for domestic and international investing.

10.15 – 10.45

Australia, the place to be

Simon O’Regan, Mercer’s global head of regions and the head of Europe region, worked as the head of Australia for many years, here he gives insight into changing nature of the industry structure, the consultant’s view of different funds managers’ approaches to marketing; the system of rating funds managers in Australia, as well as the popular products.

11.00 – 11.30 Morning tea

Institutional investor appetite

11.30 – 12.00
Colin Tate, director of Conexus Financial, will outline the areas of growth in the financial services industry in Australia. There are multiple channels and product categories which you can consider as large investors pursue increasingly targeted investment strategies. A predominantly fully funded, defined contribution system means that Australia has strong and consistent flow of new money, and a need to seek out new investment opportunities.

John Williams, managing director of specialist outsourced accountancy and advisory service, Lumina, looks at the business case for building a funds management business in Australia, and showcases some of the successes and failures of foreign funds managers migrating to Australia.

Structural issues

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