Investing to shape the future

Breakfast and coffee will be served in Hansen Hall, State Library of Victoria. 

David Neal, Chief Executive Officer, IFM Investors 

Cath Bowtell, Chair, IFM Investors

Keynote session: A radical shift is underway in the global economy: from an era of relative convergence to one of fragmentation and strategic realignment. Countries across the world are seeing the need to build new economies for a future that is fast coming, and are increasingly looking to pension capital and Australian superannuation funds for capital. 

• Keynote speakers to be confirmed shortly 

Panel discussion: The approaches to combating economic shocks, market distortions and geopolitical fragmentation are myriad. As definitions crumble and distinctions blur, this panel will hear from investment and portfolio leaders on how they are allocating capital and navigating today’s investment environment. 

• Alistair Barker, Head of Asset Allocation, AustralianSuper 
• Lesley-Ann Morgan, Global Head of DC, Legal & General, UK
• Jeffrey Chee, Global Head of Investment Research, IFM Investors 
• Chaired by Amanda Steele, Head of Property, IFM Investors 

Morning tea will be served in Hansen Hall, State Library of Victoria. 

Fireside Conversation: Across the infrastructure sector, definitions are shifting; governments are increasingly seeking capital; a capex super-cycle beckons; and return expectations from investors continue to climb as they intensify allocations to traditional, renewable and digital assets. 

• Kyle Mangini, Global Head of Infrastructure, IFM Investors 
• Chaired by Luba Nikulina, Chief Strategy Officer, IFM Investors 

Panel discussion: This panel discussion features four global corporate leaders who daily confront the challenges of a fracturing and expanding global economy. Leaders from data centres, renewables and energy distribution companies relay their experiences how they confront the challenges of today and the prospects and a diverging tomorrow. 

• Marc England, CEO, Ausgrid 
• Michael Arndt, CEO, Swift Current Energy, USA 
• Madonna Park, CFO, Switch Data, USA 
• Chaired by Vivien Cheung, Vice President, IFM Investors 

* One additional speaker to be confirmed soon

Panel discussion: A free-flowing conversation to discuss the topics and lessons of the day, and to probe CIOs on where we go from here. 

• Mark Fawcett, CEO, Nest Invest, UK
• Sonya Sawtell-Rickson, CIO, HESTA 
• Sam Silica, CIO, Hostplus 
• Leigh Gavin, CIO, Cbus Super 
• Chaired by Luba Nikulina, Chief Strategy Officer, IFM Investors

David Parr, Head of Australia, IFM Investors

Lunch will be served in Hansen Hall, State Library of Victoria. Attendees are welcome to stay and converse until 2.30 pm.