Melbourne Mercer Global Pension Index 2019

10/21/2019 09:30 am 10/21/2019 11:30 am Australia/Melbourne Melbourne Mercer Global Pension Index 2019

Melbourne launch

Supported by the Victorian Government and produced in partnership with the Monash Centre for Financial Studies and Mercer, the Melbourne Mercer Global Pension Index is considered to be one of the most respected and comprehensive benchmarks of global pension and superannuation systems.

Since its inception in 2009, the Index has grown to cover 37 retirement income systems and has significantly advanced our understanding of how well ageing populations are being provided for throughout the world.

Australia's own world-class superannuation system has been regularly ranked among global leaders.

The Hon. Martin Pakula, Victorian Minister for Jobs, Innovation and Trade, will launch the 2019 Melbourne Mercer Global Pension Index.

VicSuper Chief Executive Michael Dundon will deliver the keynote speech.

Agenda

09:30 - 10:00 Registration, morning tea and networking

10.05 - 10:15 Welcoming speech by Prof. Deep Kapur (Director, Monash Centre for Financial Studies, Monash Business School)

10:15 – 10:20 Speech by the Hon. Martin Pakula, Victorian Minister for Jobs, Innovation and Trade

10:20 – 10:35 Presentation of MMGPI 2019 by Dr. David Knox, Mercer

10:35 – 10:55 Keynote speech by Mr. Michael Dundon (CEO, VicSuper)

10:55 – 11:20 Panel discussion with Syd Bone (CP2) – moderator, Maria Wilton (VFMC), David Knox (Mercer) and Michael Dundon (VicSuper)

11:20 – 11:25 Panel roundup by Syd Bone

11:25 – 11:30 Vote of thanks and closing remarks by Prof. Deep Kapur (MCFS)

Speakers profile

Syd Bone, Chief Executive Officer, CP2

Syd Bone is the Chief Executive Officer of CP2. He joined CP2 in September 2010. Syd is a proven growth-oriented Executive 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 AsiaPacific, Baring Asset Management for seven years, and a Principal at Towers Perrin consultants for 17 years working in Melbourne, Hong Kong and New York. Until recently Syd was also a Director of the Canadian based International Centre for Pension Management.

Syd is the Chair of the Steering Committee of MMGPI.

Michael Dundon, CEO, VicSuper

Mr Dundon was appointed Chief Executive Officer of VicSuper in 2011 and is responsible for the overall leadership and management of the Fund. Mr Dundon has extensive experience in the banking, finance, insurance and utilities industries and previously held the positions of CEO at ESSSuper and General Manager Finance at TRUenergy Australia Pty Ltd.

Deep Kapur, Director, MCFS

Deep Kapur is a Professor of Practice at Monash Business School and Director of the Monash Centre for Financial Studies (MCFS). Before assuming these positions in November 2017, he worked in the investment industry for 28 years in institutional portfolio management, principal investing, research, advisory and business administration. He has held Managing Director positions with Salomon Smith Barney, Citigroup Global Markets, Daiwa Capital Markets and with the event-driven hedge fund group Symphony Financial Partners.

Deep Kapur’s institutional investment experience spans both systematic and discretionary strategies across all major asset classes. He has practised activist investing, managed asset allocation portfolios for institutional clients and run large teams in investment banks developing systematic alpha strategies, risk management tools, and portfolio trading applications. Early in his career, he advised large institutions on investment strategy and asset-liability management. More recently his research and principal investing interests have expanded to venture capital, illiquid credit, alternative finance and impact investing.

During his tenure in the research department of Salomon Brothers and successor companies, he and his team received top ranks in the Institutional Investor surveys multiple times. He has intellectual roots in behavioural finance, having earned a PhD degree in Economics in 1989 from the Australian National University for a thesis that argued against the efficient markets hypothesis. At various times during his career, he has commercialized insights from academic research.

David Knox, Senior Partner, Mercer

David is the Author of the Melbourne Mercer Global Pension Index.

David is a Senior Partner at Mercer and Senior Actuary for Australia. He is the National Leader for Research and currently the actuary to the Victorian and Tasmanian governments, the Western Australian public sector pension plan and was the industry expert of the threeperson team who conducted a review of Military Superannuation for the Australian Government.

Before joining Mercer in 2005, David was at PricewaterhouseCoopers and prior to that was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in the superannuation and retirement incomes area. He has spoken and written widely in this area and has served on many Government and industry committees.

David was an independent Board member of Australian Prudential Regulation Authority from 1998 to 2003 and President of the Institute of Actuaries of Australia in 2000.

Maria Wilton, Director, Victorian Funds Management Corporation

Maria Wilton has a thirty-year history in the investment industry with leadership experience in asset management and superannuation.

Maria is a Member of the global Board of Governors of the CFA Institute, Deputy Chair of Infrastructure Victoria and a Director of Victorian Funds Management Corporation and WorkSafe Victoria. She is Chair of the National Diversity Council and a Member of the Advocacy Council of the CFA Societies Australia. Maria is a Trustee Director of Australia Post Super Scheme and a Member of the State Investment Advisory Board (Qld).

Maria is the former Managing Director and Chair of Franklin Templeton Investments Australia - a role she held for 12 years. Prior to joining Franklin Templeton, she was with BT Financial Group (formerly Rothschild) and County where she was a diversified fund and fixed income portfolio manager. She began her investment management career at JP Morgan as an economist. Before joining the investment management industry, Maria worked for the Commonwealth Treasury in Canberra in an economic research capacity.

Maria is a Fellow of the Australian Institute of Company Directors and the Australian Institute of Superannuation Trustees. She was a Board Member of the Financial Services Council and co-Chair of the Investments Board Committee. She was a Trustee director of AGEST and Emergency Services and State Super and a Director of Melbourne Water, the Transport Accident Commission, the National Breast Cancer Foundation and Victoria Legal Aid (VLA).

Ms. Wilton holds a bachelor of economics from the University of Tasmania and is a Chartered Financial Analyst (CFA) charterholder.

Event Details

Date:
21 October 2019 at 9:30 am – 11:30 am
Venue:
Investment Centre Victoria, Level 46, 55 Collins Street, Melbourne, VIC 3000
Categories:
General

Description

Melbourne launch

Supported by the Victorian Government and produced in partnership with the Monash Centre for Financial Studies and Mercer, the Melbourne Mercer Global Pension Index is considered to be one of the most respected and comprehensive benchmarks of global pension and superannuation systems.

Since its inception in 2009, the Index has grown to cover 37 retirement income systems and has significantly advanced our understanding of how well ageing populations are being provided for throughout the world.

Australia's own world-class superannuation system has been regularly ranked among global leaders.

The Hon. Martin Pakula, Victorian Minister for Jobs, Innovation and Trade, will launch the 2019 Melbourne Mercer Global Pension Index.

VicSuper Chief Executive Michael Dundon will deliver the keynote speech.

Agenda

09:30 - 10:00 Registration, morning tea and networking

10.05 - 10:15 Welcoming speech by Prof. Deep Kapur (Director, Monash Centre for Financial Studies, Monash Business School)

10:15 – 10:20 Speech by the Hon. Martin Pakula, Victorian Minister for Jobs, Innovation and Trade

10:20 – 10:35 Presentation of MMGPI 2019 by Dr. David Knox, Mercer

10:35 – 10:55 Keynote speech by Mr. Michael Dundon (CEO, VicSuper)

10:55 – 11:20 Panel discussion with Syd Bone (CP2) – moderator, Maria Wilton (VFMC), David Knox (Mercer) and Michael Dundon (VicSuper)

11:20 – 11:25 Panel roundup by Syd Bone

11:25 – 11:30 Vote of thanks and closing remarks by Prof. Deep Kapur (MCFS)

Speakers profile

Syd Bone, Chief Executive Officer, CP2

Syd Bone is the Chief Executive Officer of CP2. He joined CP2 in September 2010. Syd is a proven growth-oriented Executive 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 AsiaPacific, Baring Asset Management for seven years, and a Principal at Towers Perrin consultants for 17 years working in Melbourne, Hong Kong and New York. Until recently Syd was also a Director of the Canadian based International Centre for Pension Management.

Syd is the Chair of the Steering Committee of MMGPI.

Michael Dundon, CEO, VicSuper

Mr Dundon was appointed Chief Executive Officer of VicSuper in 2011 and is responsible for the overall leadership and management of the Fund. Mr Dundon has extensive experience in the banking, finance, insurance and utilities industries and previously held the positions of CEO at ESSSuper and General Manager Finance at TRUenergy Australia Pty Ltd.

Deep Kapur, Director, MCFS

Deep Kapur is a Professor of Practice at Monash Business School and Director of the Monash Centre for Financial Studies (MCFS). Before assuming these positions in November 2017, he worked in the investment industry for 28 years in institutional portfolio management, principal investing, research, advisory and business administration. He has held Managing Director positions with Salomon Smith Barney, Citigroup Global Markets, Daiwa Capital Markets and with the event-driven hedge fund group Symphony Financial Partners.

Deep Kapur’s institutional investment experience spans both systematic and discretionary strategies across all major asset classes. He has practised activist investing, managed asset allocation portfolios for institutional clients and run large teams in investment banks developing systematic alpha strategies, risk management tools, and portfolio trading applications. Early in his career, he advised large institutions on investment strategy and asset-liability management. More recently his research and principal investing interests have expanded to venture capital, illiquid credit, alternative finance and impact investing.

During his tenure in the research department of Salomon Brothers and successor companies, he and his team received top ranks in the Institutional Investor surveys multiple times. He has intellectual roots in behavioural finance, having earned a PhD degree in Economics in 1989 from the Australian National University for a thesis that argued against the efficient markets hypothesis. At various times during his career, he has commercialized insights from academic research.

David Knox, Senior Partner, Mercer

David is the Author of the Melbourne Mercer Global Pension Index.

David is a Senior Partner at Mercer and Senior Actuary for Australia. He is the National Leader for Research and currently the actuary to the Victorian and Tasmanian governments, the Western Australian public sector pension plan and was the industry expert of the threeperson team who conducted a review of Military Superannuation for the Australian Government.

Before joining Mercer in 2005, David was at PricewaterhouseCoopers and prior to that was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in the superannuation and retirement incomes area. He has spoken and written widely in this area and has served on many Government and industry committees.

David was an independent Board member of Australian Prudential Regulation Authority from 1998 to 2003 and President of the Institute of Actuaries of Australia in 2000.

Maria Wilton, Director, Victorian Funds Management Corporation

Maria Wilton has a thirty-year history in the investment industry with leadership experience in asset management and superannuation.

Maria is a Member of the global Board of Governors of the CFA Institute, Deputy Chair of Infrastructure Victoria and a Director of Victorian Funds Management Corporation and WorkSafe Victoria. She is Chair of the National Diversity Council and a Member of the Advocacy Council of the CFA Societies Australia. Maria is a Trustee Director of Australia Post Super Scheme and a Member of the State Investment Advisory Board (Qld).

Maria is the former Managing Director and Chair of Franklin Templeton Investments Australia - a role she held for 12 years. Prior to joining Franklin Templeton, she was with BT Financial Group (formerly Rothschild) and County where she was a diversified fund and fixed income portfolio manager. She began her investment management career at JP Morgan as an economist. Before joining the investment management industry, Maria worked for the Commonwealth Treasury in Canberra in an economic research capacity.

Maria is a Fellow of the Australian Institute of Company Directors and the Australian Institute of Superannuation Trustees. She was a Board Member of the Financial Services Council and co-Chair of the Investments Board Committee. She was a Trustee director of AGEST and Emergency Services and State Super and a Director of Melbourne Water, the Transport Accident Commission, the National Breast Cancer Foundation and Victoria Legal Aid (VLA).

Ms. Wilton holds a bachelor of economics from the University of Tasmania and is a Chartered Financial Analyst (CFA) charterholder.


Name
Nga Pham
E-Mail
nga.pham@monash.edu