2019 Summit Agenda

Be inspired by insightful sessions that will challenge your thinking.

Structured Credits - Full attendance at the Summit constitutes 5 hours of learning. You may decide that this learning constitutes 5 code structured hours. A certificate will be provided for your attendance. * Please note there is a fee to attend the Summit.

Auckland Thursday - March 28

 

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  • 8.00am - 8.30am
     

    Arrival and registration

  • 8:30am - 9:00am
     

    Welcome


    Alister Van der Maas
    Managing Director,
    New Zealand,
    Russell Investments

    Peter Gunning
    Global Chief Investment Officer,
    Chief Executive Officer, Asia Pacific,
    Russell Investments

  • 9:00am - 9:45am
    Plenary
     

    Global market outlook: The late-late cycle show

    It’s been late cycle for a long time, but the worry factors are rising. Populist politics, trade wars, Brexit uncertainty, Fed tightening, inflation pressures and expensive valuations sit alongside expensive US equity valuation. Andrew will share some insights to help guide through late-cycle risks and opportunities.


    Andrew Pease
    Global Head of Investment Strategy,
    Russell Investments - EMEA

     

  • 9:45am - 10:30am
    Plenary
     

    Elephants, donkeys, bulls and bears: Inside the zoo of US politics and what it means for markets.

    Trying to get a handle on the implications of daily headlines, tweets, cable news shows, conspiracy theories, personalities and policy impacts in the United States is a difficult task for New Zealand investors these days.

    Erik Ristuben will give his view from ‘ground zero’ on the real issues behind the political battle in Washington, what it means for the 2020 Presidential race, and where investors should focus their attention to navigate the political jungle as the race heats up.


    Erik Ristuben
    Chief Investment Strategist
    Russell Investments - USA,

     

  • 10:30am - 11:00am
     

    Morning tea

  • 11:00am - 11:40am
     

    Breakout Session Option A
    The Learning Portfolio: Combining experience and research to drive equity portfolio innovation

    Successful investing is a difficult and complicated business. Multi-manager portfolios that were designed to diversify risk across multiple levels, including manager style risk, often fell short of the promise to provide a meaningfully smoother ride when volatility surged.

    Today, institutional investors are still seeking new, innovative and cost-efficient ways to improve their understanding of portfolio risks, capture true diversification, and achieve greater customisation and control of their portfolio exposures. The question is … how?

    In this session, Scott Fletcher Director, Client Investment Strategies, Asia-Pacific will provide insights into some of the things Russell Investments’ has learned building and managing institutional multi-manager equity portfolios over many decades … and more importantly, how we employed experience-based learning, deep research and cutting-edge technology to identify and address a range of unintended consequences, drive equity portfolio innovation and enhance client outcomes.


    Scott Fletcher
    Director, Client Investment Strategies,
    Russell Investments Asia-Pacific

  • 11:00am - 11:40am
     

    Breakout Session Option B
    The good, the bad and the alternative

    Interest in real estate, private equity, private debt and infrastructure investment is expected to continue to rise in 2019 and beyond. What opportunities can investors take advantage of in the alternative investment arena and what should they avoid?

    In this session, Samantha will discuss the future challenges and opportunities facing investors with alternative assets as well as the growing trends that are likely to become important themes and considerations in this sector going forward.


    Samantha Steele
    Head of Private Market Strategies - EMEA,
    Russell Investments

  • 11:50am - 12:35am
    PLENARY
     

    Art versus science in investments

    In an increasingly technological world, science has become central to influencing not just the way we live but in how we make decisions. This is particularly the case in the investment world where mathematics, models, and software platforms are increasingly used to inform investment decision making.  
     
    So is a good understanding of science all we need in investments? And if not, what exactly are its limitations? Does art play a role in how people invest money? In this session, Noah will highlight how both art and science coexist in the world of investments and why investors should make sure that they understand the workings of both in their investment decision-making process.

    Noah Schiltknecht
    Director, NZ Institutional,
    Russell Investments

  • 12:35pm - 1:35pm
     

    Lunch

  • 1:35pm - 2:20pm
    PLENARY
     

    Movers, shakers, action takers

    She's joked with the Queen, flown with NASA, had lunch with Jamie (Oliver), tea with Teresa (May) and rubbed shoulders with David (Beckham). Described by the NZ Herald as the Headmistress of Gen Z, 19 year old Alexia will share insights from her leadership journey as the founder of GirlBoss NZ - the school project which has become NZ's largest organisation for young women. Through her jaw dropping, name dropping stories Alexia proves that you are never too young (or too short) to create change.


    Alexia Hilbertidou
    Founder,
    GirlBoss

  • 2:30pm - 3:10pm
     

    Breakout Session Option A
    Victory over inflation?

    Over the last 10 years, central banks have actively managed monetary policy to stimulate growth. In this session, Erik will give his insights into some key questions: what about inflation - is it dead? Are central banks prepared for the shift from stimulating growth to curbing inflation? Is ensuring that growth continues more important than managing inflationary pressures?


    Erik Ristuben
    Chief Investment Strategist,
    Russell Investments - USA

  • 2:30pm - 3:10pm
     

    Breakout Session Option B
    What should we have learned from the global financial crisis?

    10 years on and what have we learnt? The Global Financial Crisis (GFC) taught organisations the hard truth that it pays to be prepared for tough times. Many were not, and ended up making some big mistakes. How prepared are we to tackle the next cycle of recessions or financial downturn?

    In this session, Senior Consultant, Guy Fisher reflects on the GFC, discusses some key principles that can help you be ready for the next downturn and highlights the importance of being prepared, disciplined and patient during times of economic crisis.


    Guy Fisher
    Senior Consultant,
    Russell Investments - NZ

  • 3:10pm - 3:40pm
     

    Afternoon tea

  • 3:40pm - 4:40pm
    Plenary
     

    Nudging for good

    Human behaviour is complex. People face countless choices every day. In order to have an engaging, human-centric approach to your work, it is essential to understand what influences these decisions. The use of behavioural insights (BI) can provide empirical evidence of the factors behind these decisions and help deliver better outcomes – to nudge for good.

    But accessing the potential of BI means having an accurate understanding of what this discipline is, its limitations, and how it best works in practice. In this session, participants will be introduced to the fundamental principles of BI by one of its preeminent practitioners, Dr Rory Gallagher. Drawing on the Behavioural Insight Team’s EAST framework, Dr Gallagher will guide participants through the basic building blocks of BI, empowering them to embrace BI and the impact it can have on their work, their stakeholders, and the challenges that we all face.


    Dr Rory Gallagher
    Managing Director, Asia-Pacific,
    Behavioural Insights Team

  • 4:40pm
     

    Close


    Alister Van der Maas
    Managing Director,
    New Zealand,
    Russell Investments

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    Closing followed by drinks and canapés

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