New York Program 2009

Conference opening by chair, Colin Tate, director of Conexus Financial.

9.00 – 9.15

Opening and welcome
Australian Consul General, Phil Scanlan

National manager, financial services, Austrade, Gary Johnston highlights the growth of Australia’s superannuation and investment market, fuelled by a mandated superannuation system, and the opportunities for offshore service providers.

9.15 – 9.45

Westpac senior economist, James Shugg, outlines the economic environment in Australia, discussing the landscape for local and international investment.

9.45 – 10.15

Senior manager investments, AustralianSuper, Peter Curtis, outlines the needs and demands of large institutional investors in
Australia, focusing on their asset allocation and manager selection decision making, and appetite for new products.

10.15 – 10.30

Questions and panel discussion

10.30–11.00

11.00 – 1.00

Market Entry

There are various options for offshore fund managers wishing to enter the Australian market. This detailed session will outline three common options used and the key commercial and regulatory drivers in choosing the most appropriate option for a business. The session will cover marketing to Australian investors, working with third party service providers to establish an Australian presence and setting up an Australian office. The panel of experts includes:

Sheridan Lee Principal of third-party marketing firm, Shed Enterprises
Liz Gray and Nikki Bentley partners at law firm, Henry Davis York
Kylie Holbrook, business unit manager, fund compliance services at Perpetual
John Williams, managing director of accounting firm, Lumina
Chaired by Amanda White, editor of www.top1000funds.com
Session includes question time

1.00 – 2.00

2.00 – 2.30

John Wilson, managing director of Pimco Australia, discusses the experience of the large bond manager in Australia and their model of
outsourcing for success.

2.30 – 3.00

David Dawson, managing director and Warren McAuley, partner of executive search and advisory firm, Primary Asset Consulting
will discuss the talent environment in the Australian financial services sector including innovative solutions around team liftouts, manager
acquisition and business builds

3.00 – 3.15