Time Program
8.30 – 8.55 Registration
8.55 – 9.00

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

9.00 – 9.15

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.


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.


Questions and panel discussion


Morning tea break

10.30 – 12.30

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


Lunch break

2.00 – 2.30

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

2.30 – 3.00

Andy Sowerby, managing director of sales, marketing and client service, at Martin Currie discusses its position one year on from setting up a sales and client service office in Australia including how it has aided its Asian expansion.

3.00 – 3.30 Afternoon tea break
3.30 – 4.00

Christian Seymour, executive director, Europe for Industry Funds Management discusses the development of industry funds in Australia, including their early adoption of alternative assets and the trend to offshore assets.

4.00 – 4.30
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