12:00pm - 1:00pm

Registration & casual lunch on arrival

In his first industry address for 2023, the Hon Stephen Jones MP will outline the Government’s priorities and expectations for the financial services sector in the year ahead. The Minister’s address will be followed by moderated Q&A affording delegates the opportunity to canvass issues in conversation and ask questions that relate to their fund and the superannuation industry more broadly.

Hon Stephen Jones MP

Assistant Treasurer, Minister for Financial Services
In July 2022, the cover of The Economist featured the controversial title, ESG - Three letters that won’t save the planet. In this panel conversation we will explore diverse perspectives on the hypothesis that ESG should be boiled down to one simple measure: emissions, and look in practical terms at what it will take for Australian super funds to meet their net-zero objectives.

Delegates will then have the opportunity to engage together in roundtable discussion and share insights focussed on the steps and actions they are taking within their respective funds to achieve their sustainability objectives and net-zero ambitions.

A median member joining an industry super or pension fund today is likely to be receiving benefits until around 2080, if not the turn of the 22nd century. Healthy environmental and social systems are necessary to sustain returns for this generation and for future members. Industry super funds have been global leaders in collectivising to address common opportunities and challenges and can lead pension funds globally to address systemic risks such as climate change and inequality to ensure sustainable long-term returns.

David Whiteley

Global head of external relations, IFM Investors
Chair

Simon Hoyle

Group publisher, Conexus Financial
3:30pm - 4:00pm

Afternoon break

Margaret Cole will detail APRA’s areas of focus for 2023 as well as expectations of super fund trustees. Fund sustainability, investment performance and retirement are areas where APRA has made public statements, while Minister Stephen Jones MP has elevated the importance of member experience and cyber security. Following a prepared speech there will be opportunity for delegates to raise issues and seek clarification.
Chair

David Bell

Executive director, The Conexus Institute
In a discussion-style format, Danielle Press will detail the increasingly prominent role of ASIC in superannuation. While ongoing expectations around conduct and disclosure will be re-visited, there will be the opportunity to discuss current challenges in areas such as providing retirement support to members and greenwashing. At its heart: trustee excellence.
Chair

Simon Hoyle

Group publisher, Conexus Financial
6:00pm - 6:30pm

End of day drinks

7:30am - 8:45am
Facilitated by Anne-Marie O’Loghlin, chair, Telstra Super, the breakfast is attended by chairs only (no sponsors or staff) and affords those in attendance the opportunity to speak directly, and in-confidence, about issues of common concern and interest. Ahead of the breakfast, delegates will be invited to submit questions and issues on-notice for discussion.

Anne-Marie O’Loghlin

Chair, TelstraSuper
This session will examine the unfolding war in the Ukraine including Putin’s ambitions and the reaction of the west, and what the inevitable future might be. It examines what China is learning from Russia’s experience, and the potential geopolitical friction that may unfold.
Digital

Professor Stephen Kotkin

Kleinheinz Senior Fellow, Hoover Institution, Stanford University
9:45am - 10:30am
Immediately following the World Economic Forum Annual Meeting in Davos (Jan 16-20) this discussion will unpack the most significant economic and market-related risks likely to face institutional investors in 2023.
10:30am - 11:00am

Morning break

Reputational issues may change over time – there is a current focus on cyber resilience – but the obligation on Boards to take control and manage them in a transparent, effective and timely way is consistent.

For superannuation funds, the risk of reputational issues is rising in line with the scale and complexity of funds and the sector. Community activism is rising and the risk of reputational damage from issues associated with direct investments and portfolio companies is also climbing.

Two of Australia’s most respected names in media and issues management will lead an interactive, scenario-based workshop that will illustrate the obligations and requirements of a Chair in managing corporate reputation and preserving integrity – their organisation’s and their own.

This workshop will provide delegates with practical experience and tools to effectively identify and navigate issues that may impact the company’s reputation through effective engagement with all stakeholders and the wider community.

12:30pm - 1:20pm

Lunch break

How can directors best work with the CEO to future-proof their business model? As funds restructure and transform their operating models to respond to the opportunities and demands of scale, digitization and competition, this session will unpack the role of chairs and directors and consider their new obligations under Prudential Standard CPS 230.
The final session of the Chair Forum presents an important opportunity to bring distilled ideas and thoughts together and to also give some direction and aspiration for the future.  This facilitated conversation creates an opportunity for panellists to give a perspective on their hopes, plans and views on the future of the sector – what needs to be retained, what needs to evolve, what are the issues and problems we need to solve?
3:00pm - 3:05pm

Conference close

3:30pm - 3:35pm

Transfers to Melbourne CBD and airport