Time Program

8.30 – 8.55


8.55 – 9.00

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

9.00 – 9.15

Introduction and welcome
Australian Consul General, Nigel Warren

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


Senior economist at Westpac, 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

Morning tea break

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


Lunch break

2.30 – 3.00

James Clarke, vice president for US institutional business of Pimco, discusses the experience of the large bond manager in Australia, and its model of outsourcing for success.

3.00 – 3.30

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

Join the discussion


Subscribe now to


    Our partners

    Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

    We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.