Where?
Macquarie University Applied Finance Centre
Level 3
10 Spring Street
Sydney
Australia
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Contact
Wendy LeungEvents and Marketing Executive, Asia Pacific
CAIA Association
wleung@caia.org
Tel: +852 3655 0568
CAIA / Macquarie University Applied Finance Centre - Joint Educational Event - Thursday 9th May, 2013
The CAIA Association and Macquarie University Applied Finance Centre would like to invite you to attend a joint educational seminar on Thursday 9th May, 2013.
Educational Event information:
Topic - What are the key developments and concerns for Alternative Investment Managers and Investors in Australia?
Regulations - international regulatory initiatives are adding uncertainty to the current landscape - what will be the likely impact in the local community? – what is the impact of local regulatory initiatives?
Operations - building an "all-weather" and sustainable business structure is key to attract and retain investments - how is Australia placed on the global stage?
Investors - what do they expect from alternative investment allocations - are they getting it?
Panelists:
Chair: Prof. Kevin Jameson, Director, Macquarie University, Applied Finance Centre
Craig Roodt, Senior Manager, Market Risk, APRA, CAIA Member
John O'Keeffe, Manager, Debts & Alternatives, Future Fund, CAIA Member
Mike Munns, Managing Director, Prodigal Capital
Programme:
Speaker's Bios:
Kevin Jameson
Professor Jameson has extensive experience teaching within the Masters in Applied Finance program, in addition to over 30 years global experience in the finance industry. He is currently a member of the Advisory Council of the Centre for International Finance & Regulation, and a member of the Editorial Board of JASSA: The Finsia Journal of Applied Finance. He has been the Australian Head of Capital Markets, Country Head for Japan and Regional Head of Treasury & Capital Markets for Asia (based in Tokyo) and Global Managing Director of Capital Markets (based in London) for a large UK banking and investment group. He has also been a Director of the Sydney Futures Exchange (and Chairman of its New Products Committee), a Director of and advisor to several private investment businesses, and Chairman of a technology company specialising in products and services for the wholesale asset management industry, operating in Sydney, Europe and the US.
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Craig Roodt
Craig started his career with Deloitte, where he qualified as a Chartered Accountant, before moving into financial services, performing a variety of roles including internal audit, financial analysis and control, and product pricing. Craig then moved to APRA in the market risk area, where he has spent most of his time focused on investment risk issues. He is now Senior Manager in Market Risk with responsibility for investment, liquidity and balance sheet risks at insurers and superannuation funds. Craig has been involved in numerous reviews to regulated institutions to assess their risk management in these areas, contributes to policy development within APRA, and was involved in the authorship of the APRA/ASIC Good Practice Guide to Unit Pricing; SPS 530 and the investment PPGs. During his time at APRA Craig has also been seconded to the Monetary Authority of Singapore. In addition to being a Chartered Accountant and a Chartered Alternative Investment Analyst Craig is a Fellow of FINSIA and has an MBA from the Australian Graduate School of Management.
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John O'Keeffe (CA, CAIA)
John is Manager, Debt & Alternatives at the Future Fund, based in Melbourne, Australia. John joined the Future Fund in August 2009 and works within a group responsible for strategy development and implementation of the debt, cash and public market alternative investment programs. At 31 March 2013, these portfolios were valued at more than A$28bn. Prior to joining the Future Fund, John had roles researching hedge fund managers at various fund-of-hedge fund managers including Fauchier Partners and Everest Financial Group in Sydney, New York and London.
Future Fund
The Future Fund was established by the Future Fund Act 2006. The object of the fund is to strengthen the Australian Government's long term financial position by making provision for unfunded Commonwealth superannuation liabilities. These liabilities will become payable at a time when an ageing population is likely to place significant pressure on the Australian Government's finances. The Future Fund has received contributions from a combination of budget surpluses, proceeds from the sale of the government's holding of Telstra and the transfer of remaining Telstra shares. The Future Fund Board of Guardians is responsible for deciding how to invest the assets of the fund. Legislation stipulates that money may not be withdrawn from the Future Fund until 2020 except for the purpose of meeting operating costs or unless the Future Fund's balance exceeds the target asset level as defined by the Future Fund Act. As at 31 March 2013 the Future Fund had A$85bn in assets.
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Michael Munns
A twenty year veteran of the markets, most recently with Merrill Lynch in London, Mike managed over 200 people as the Global Head of Equity Linked Trading before leaving to establish Prodigal. A qualified Actuary with an intimate knowledge of both emerging and developed markets, Mike brings a wealth of experience and a decisive management style that has contributed to the successful alpha generation exhibited by Prodigal’s funds.
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Jo Murphy
Jo has been based in Asia for 16 years, predominately in Hong Kong and complemented by a couple of years spent in Singapore. She has held a number of senior regional management positions successfully leading sales, business development, marketing and client relationship management divisions and has both built and managed large and successful regionally located teams. Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of global institutions during her tenure. Her experience - across the service intermediary, buy and sale side business environments - has led her to obtain a meaningful network of senior level contacts throughout the region. Her time spent at HSBC Securities Services, with a service intermediary focus, gave her access to a deep pool of regionally based investors which she then built upon during her role as Asia ex Japan head of sales and product specialist at Deutsche Asset Management for their full suite of alternative investment products. Jo enjoys a solid industry reputation and is a member of the Alternative Investment Management Association (AIMA) Executive Committee and was recently voted "Asia's most influential women in the alternative sector" and also one of "The 25 most influential people in Asian hedge funds" both by the industry leading AsianInvestor magazine.
We do hope you are able to join us!