Program - Australian Centre for Financial Studies

INVESTING in ASIA Conference Friday 20th September 2013 Program Speakers and Moderators

Ken Atchison Atchison Consultants

Mark Delaney AustralianSuper

Emil Nguy Income Partners (Hong Kong)

Amy Auster ANZ Banking Group Limited

John Donovan AFM Investment Partners

PT Mandiri Manajemen Investasi

Syd Bone CP2

Dr Slim Feriani Advance Emerging Capital (United Kingdom)

Josh Sgro Herbert Smith Freehills

Sponsored by

Craig Thorburn Future Fund

Martin Walsh Ernst & Young

Prof Kevin Davis Australian Centre for Financial Studies

Joseph law Asia Pacific Stock Exchange

Francis Tan Playfair & Tan

INVESTING in ASIA Conference Friday 20th September 2013 Ernst & Young, 8 Exhibition Street Melbourne th

Timing: Friday 20 September 2013 Registration – 10am Commences - 10.20am Concludes – 2.30pm

Location: Melbourne CBD Venue Partner: Ernst & Young, 8 Exhibition Street, Melbourne Speakers include: 1. Ken Atchison, Managing Director, Atchison Consultants 2. Amy Auster, Global Head of Marketing & Client Engagement, International and Institutional Banking Division, ANZ Banking Group Limited 3. Syd Bone, Executive Director, CPII 4. Prof Kevin Davis, Research Director, Australian Centre for Financial Studies 5. Mark Delaney, Deputy Chief Executive & Chief Investment Officer, AustralianSuper 6. John Donovan, Managing Director, AFM Investment Partners Ltd 7. Dr Slim Feriani, Chief Executive & Chief Investment Officer, Advance Emerging Capital (UK) 8. Joseph Law, Director – Business Development & Marketing, Asia Pacific Stock Exchange 9. Emil Nguy, Founding Partner and Chief Investment Officer, Income Partners (Hong Kong) 10. PT Mandiri Manajemen Investasi 11. Francis Tan, Director, Playfair & Tan 12. Craig Thorburn, Director, Emerging Markets, Future Fund 13. Josh Sgro, Partner, Herbert Smith Freehills 14. Martin Walsh, Partner, Ernst & Young Audience:  Super Funds; Fund Manager; Family Offices; Private Banks; Investment staff; Wealth Managers; Regulators and Government. Registration (incl gst):   

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Closing date: MONDAY 16 SEPTEMBER 2013 Sponsorship Opportunities available: ACFS designs and delivers conferences serving the greater finance industry community, with an aim to integrate academe, government and industry. The conferences are aimed at knowledge sharing and providing focused networking, whilst promoting excellence in financial services through thought leadership and research.

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SILVER: $3,300 (incl gst)   

3 FREE registrations to full conference including networking Branding on all conference marketing collateral including Conference PowerPoint presentation, website etc Alignment with a key independent and influential financial services Centre

About the Australian Centre for Financial Studies: The Australian Centre for Financial Studies (ACFS) is a not-for-profit consortium of Monash and RMIT Universities and Finsia (the financial professional association) with affiliated Universities Melbourne, Deakin and Griffith Universities. The ACFS commenced in 2005 with seed funding from the Victorian Government. The ACFS facilitates industry-relevant and rigorous research and consulting, thought leadership and independent commentary. Drawing on expertise from academia, industry and government, the Centre promotes excellence in financial services. The Centre specialises in leading edge finance and investment research, aiming to boost the global credentials of Australia’s finance industry, bridge the gap between research and industry, and support Melbourne as an international centre for finance practice, research and education. www.australiancentre.com.au

www.australiancentre.com.au

INVESTING in ASIA Conference Friday 20th September 2013 Ernst & Young, 8 Exhibition Street Melbourne The Asia Pacific Region is considered one of the ‘rapid-growth markets’ which is becoming more important in terms of both overall weight in the world economy and global influence. These countries are identified to have proven strong growth and growth potential as they have a growing population, economy and have a strategic importance for business. Over the next 10 years, it is envisaged that the best investment opportunities will be across the Asian markets. The ability to navigate this market requires both expertise and local knowledge. Our 1. 2. 3.

speakers will address the following questions facing institutional investors: What’s in store for the Asian Economic Outlook? What’s trending in this growth corridor? What investment opportunities are available? 4. Where does Infrastructure fit in the mix?

10am

ARRIVAL AND REGISTRATION

10.20am

Welcome

MARTIN WALSH, Partner, Ernst & Young

Introduction

PROF KEVIN DAVIS, Research Director, Australian Centre for Financial Studies

Asian Economic Outlook

EMIL NGUY, Founding Partner and Chief Investment Officer, Income Partners (Hong Kong)

10.30am

- what’s in store

Moderated by: John Donovan, Managing Director AFM Investment Partners Ltd 11.05am

Possibilities and Challenges of Investing in Asia

AMY AUSTER, Global Head Marketing & Client Engagement, International and Institutional Banking Division, ANZ Banking Group Limited CRAIG THORBURN, Director, Emerging Markets Future Fund Moderated by: Prof Kevin Davis, Research Director, Australian Centre for Financial Studies

11.50am

What are the trends and characteristics of investing across Asia? - Private / multifamily office investing

MARK DELANEY, Deputy Chief Executive & Chief Investment Officer, AustralianSuper FRANCIS TAN, Director, PlayfairTan Moderated by: Martin Walsh, Partner, Ernst & Young

12.20pm

LUNCH

12.45pm

Indonesia – investment opportunities


Investing in Infrastructure

KEN ATCHISON, Managing Director, Atchison Consultants

1.10pm

- the next 10 years

Moderated by: John Donovan, Managing Director AFM Investment Partners Ltd

JOSH SGRO Partner, Herbert Smith Freehills Moderated by: Syd Bone, Executive Director - CPII 1.40pm

How to win mandates in Asia? - How do companies invest in the emerging markets in Asia? - How to manage Asia Money? - How do Australian Investors get a share of the Asian Market?

2.10pm

Wrap Up

DR SLIM FERIANI, Chief Executive Officer and Chief Investment Officer, Advance Emerging Capital (UK) JOSEPH LAW, Director - Business Development & Marketing, Asia Pacific Stock Exchange Bridging Australian and Asian Capital Markets Moderated by: Martin Walsh, Partner, Ernst & Young PROF KEVIN DAVIS, Research Director, Australian Centre for Financial Studies

INVESTING in ASIA Conference Friday 20th September 2013 Ernst & Young, 8 Exhibition Street Melbourne

SPEAKER PROFILES Atchison Consultants was established in 2001 to provide advice regarding financial and investment assets to major funds, focusing on property investment portfolios, including appraised based and listed Australian and global property. Previously, he was with the global firm Towers Perrin as a consultant, advising funds on improving investment performance by ensuring effective investment policies and management structures were in place. His consulting clients include major superannuation and insurance funds and industry participants. Ken is a member of the Property Council of Australia, the Investment Management Consultants Association and Finsia - the Financial Services Institute of Australia. KEN ATCHISON Managing Director Atchison Consultants Amy Auster is Global Head of Marketing & Client Engagement in the International and Institutional Banking Division where her team is responsible for all marketing activity and sales campaigns driven by ANZ’s strategic insights and product expertise.

Amy joined ANZ in 2005 and has held positions as Chief of Staff to the CEO for International and Institutional Banking, Head of Foreign Exchange Research and Head of International Economics Research. She is a member of the ANU Investment Advisory Committee, the Banking Research Reference Group at the Australian Centre for Financial Studies and the Deakin University Policy Forum Advisory Committee. AMY AUSTER Global Head Marketing & Client Engagement, International and Institutional Banking Division ANZ Banking Group Limited

Amy previously worked at Chase Securities, Merrill Lynch and JP Morgan in New York as an economist and fixed income strategist. She holds an honours degree in arts from Northwestern University in Chicago and a Master's Degree in Economics and Finance from Columbia University in New York.

Syd is an Executive Director at CP2, having joined in September 2010. Syd is a proven growthoriented CEO with extensive change agent experience in Australia and Asia, and is known for his thought leadership within the investment industry. Syd was CEO of Victorian Funds Management Corporation for five years, which managed A$30 billion on behalf of the State of Victoria. Previously he was the Managing Director Asia-Pacific, Baring Asset Management for seven years, and a Principal at Towers Perrin consultants for 17 years working in Melbourne, Hong Kong and New York.

SYD BONE Executive Director CPII

He is currently the Deputy Chairman of the Australian Centre for Financial Studies which fosters links between industry and academia. Until recently Syd was also a Director of the Canadian based International Centre for Pension Management.

Kevin Davis is a Professor of Finance at the University of Melbourne. Prior to joining Melbourne in 1987, he was a Senior Lecturer in Economics at the University of Adelaide. His primary research interests are in the areas of financial institutions and markets, financial engineering and corporate finance. He is co-author/editor of sixteen books in the areas of finance, banking, monetary economics and macroeconomics and numerous journal articles and chapters in books.

PROF KEVIN DAVIS Research Director Australian Centre for Financial Studies

Kevin is on the Board (and previously Chairperson) of the Melbourne University Credit Union, and the Board of SIRCA. He has developed and presented numerous training programs for banks and businesses. He has undertaken an extensive range of consulting assignments for financial institutions, business and government, including preparing a report for the Federal Government on Financial System Guarantees. Most recently, the Federal Government appointed Kevin as a part-time member of the Australian Competition Tribunal. He is a Senior Fellow of Finsia and a Fellow of the FTA and of the AMI Institute, and a member of the Economics Society Australia, Accounting and Finance Association of Australia and New Zealand, American Economic Association, American Finance Association, Financial Management Association, Asian Finance Association. Research Interests – Financial institutions management, treasury management, financial engineering, corporate financial policy, financial markets.

Mark is the Deputy Chief Executive and Chief Investments Officer of AustralianSuper, acting as an advisor to the Board, developing and implementing investment strategies, and managing the work of AustralianSuper's investment advisers. Mark was the Chief Executive of the Superannuation Trust of Australia (STA) for three years prior to the merger with ARF to form AustralianSuper. Prior to AustralianSuper, Mark worked for 14 years at National Mutual/AXA, moving his way through the company from Economist to Senior Manager of Investment Services. He also spent four years working as an economist in the Federal Department of Treasury.

MARK DELANEY Deputy Chief Executive & Chief Investment Officer AustralianSuper

Mark has a Bachelor of Economics (Hons) and holds the Chartered Financial Analyst (CFA) designation. Mark is also a Director of Industry Superannuation Property Trust (ISPT) and IFM Investor Advisory Board.

John Donovan is the Managing Director and founder of Melbourne based funds management and marketing company AFM Investment Partners Ltd (AFM). AFM’s clients are involved across different asset classes including Australian equities, global equities, Indonesian investment opportunities, private equity and alternatives. He also serves as an independent compliance committee member of two managed funds; one in Australian equities and the other property.

JOHN DONOVAN Managing Director AFM Investment Partners Ltd Dr. Slim Feriani, CEO & CIO, joined Advance Emerging Capital in February 2005 from Martin Currie Investment Management Limited; where he was a director and senior portfolio manager for the long only global emerging markets portfolios, hedge fund products in Asia, institutional portfolios in the Global Products Group and the global commodities sector. Before that he worked as a senior investment analyst on the Middle East and North Africa regions within the Emerging Markets Group at Nomura International in London. Slim completed an MBA in Finance & Investments in 1989 and a Ph.D. on the same subject in 1995, both at The George Washington University where, between 1989 and 1996, he taught as Professor of Finance and International Finance. He is fluent in English, French and Arabic.

DR SLIM FERIANI Chief Executive Officer and Chief Investment Officer Advance Emerging Capital (UK)

Joseph Law is the Director of Business Development & Marketing for Asia Pacific Stock Exchange (APX). He is the Deputy Secretary-General of AustChina Finance and Investment Council. As an author and speaker, he has presented to Fortune 500 companies such as L'Oreal, Optus, Johnson & Johnson and JP Morgan and others. Joseph has appeared on SBS, Sky News and Channel 10.

JOSEPH LAW Director - Business Development & Marketing Asia Pacific Stock Exchange Mr. Nguy co-founded Income Partners with Mr. Francis Tjia in 1993, and is: 

Group CIO



Member – Management Team



Member – Investment Committee & Investment Team

A visionary who established Income Partners as the first dedicated Asian fixed income asset manager. He is responsible for business management, new product development, asset allocation across Liquid Strategies and macro risk management.

EMIL NGUY Founding Partner and Chief Investment Officer Income Partners (Hong Kong)

Mr. Nguy has >24-years of investment management experience beginning in 1987. He has an exceptional track record achieving long-term value creation for his clients across asset classes. Mr. Nguy is particularly adept at manoeuvring successfully through periods of economic uncertainty and stress to protect client capital. He is known for his ability to interpret market signals and analyse macro-economic data to position investments for out-performance. Mr. Nguy began his professional career in Canada in 1984. He returned to Hong Kong in 1987 to join Indosuez Asia Investment Management where he managed several funds including the “Asian Income Fund” and highly successful “Malacca Fund”. This experience sharpened his fixed income and macro-economic skills, as well it provided him with a platform to develop his abilities to create, launch and manage successful investment funds, a pre-cursor to the founding of Income Partners. In 1990, Mr. Nguy established Lippo Investments in Hong Kong and Jakarta on behalf of Indonesia’s Lippo Group. This experience not only honed his entrepreneurial business acumen and ability to develop successful client focused investment products, but it led to the historic meeting of Mr. Tjia, who joined him at Lippo in 1991. Income Partners Asset Management (Asia) Limited was founded in 1993 with Mr. Tjia and the support of Banque Privee Edmond de Rothschild and Lloyd George Management (as minority strategic investors). Mr. Nguy graduated with an MBA, an MSc in Civil Engineering and a BEng in Civil Engineering all from McGill University.


Josh specialises in infrastructure and project acquisition, construction and financing (both debt and equity). He has extensive experience in developing and financing project and infrastructure transactions in Australia, Europe and MENA. Josh regularly acts for sponsors and equity and debt participants on domestic and international infrastructure and energy projects. He offers particular expertise in infrastructure procurement and acquisition including public private partnerships. Major professional guides including Chambers Asia Pacific, Asia Pacific Legal 500 and Australian Legal Business have recommended Josh as one of Australia’s top projects and infrastructure lawyers. Experience JOSH SGRO Partner Herbert Smith Freehills

Industry Funds Management in relation to its bid for the acquisition of the A$2.3 billion Sydney Desalination Plant Exemplar Health Consortium in relation to its bid to develop the A$660 million Bendigo Hospital A consortium bidding for the acquisition of the A$1.8 billion Abbot Point bulk coal handling facility GLM consortium in relation to its bid for the development of the 900 bed Wiri Prison Project in New Zealand Industry Funds Management on its acquisition of a portfolio of eight US power stations for US$1.48 billion Francis has 15 years of experience in giving financial advice to private families. Francis has deep expertise in engaging private clients in their wealth and investment affairs, and in executing their estate and philanthropic wishes. He headed the wealth management practice at Macquarie Private Bank from 2005 until 2011 and over this period taught and mentored a number of private bankers, headed investment research, established an international business and presented at various industry forums. Francis is a strong client-advocate who always puts clients’ interests first. He has represented clients in Government and industry submissions.

FRANCIS TAN Director PlayfairTan

He completed his MBA at the Macquarie Graduate School of Management in 2012, is a Fellow of Financial Services Institute of Australasia, Associate of the Tax Institute of Australia, admitted as a solicitor by the Supreme Court of the ACT and completed his undergraduate degrees of Commerce and Law at the University of Sydney. He is married to Phi and has a young daughter who aspires to be a partner of this firm in the future. Craig joined the Future Fund after 13 years working for both the Commonwealth Treasury and Australia’s sovereign debt manager, the Australian Office of Financial Management. Craig has been with the Fund since inception and was a member of the in-house Strategy team from 2007 to 2012. In July 2012 Craig took up the new role of Director – Emerging Markets; leading the Future Fund’s efforts in better understanding the complexities of investing in Emerging Markets across all asset classes. Craig graduated from the Australian National University with both a Bachelor of Commerce degree and post graduate qualifications in Economics.

CRAIG THORBURN Director Emerging Markets Future Fund Martin is an Asset Management Partner in the Financial Services Practice. He has been a Partner in a large firm for over 20 years with international experience in US, Oceania, and East Asia across multiple industries including Financial Services and Infrastructure. Skilled in roles of international client service, industry specialisation, product innovation and design for professional services, Martin also has extensive experience in statutory auditing, compliance auditing and third party reporting. Martin has served in numerous professional offices including Melbourne, Sydney, Phoenix, Seoul and PNG, where he has combined his advisory skills in corporate governance, transactions, due diligence and complex financial instruments with his expertise around funds management within the superannuation industry. Expertise MARTIN WALSH Partner Ernst & Young

Asset Management Leader – Melbourne Financial Services Office at E&Y (2009-present) Client Service Partner – Major Industry Super Funds Custody Banking, Funds Management, Industry Super Funds and Administration Third Party Reporting, GS007, SAS70, International Internal Controls Reporting Standards

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