The [i3] Equity Luncheon 2022, held in partnership with UBS Asset Management, saw Simon Russell, Director of Behavioural Finance Australia, discussing his new book on behavioural finance in institutional equity teams and give real life examples of how bias creeps into decision making. Behavioural finance has given us fascinating insights into the biases and preconceptions […]

The [i3] Global Investment Strategy Forum was held on 19 – 20 October 2022 at the W hotel in Sentosa, Singapore. Back after a 2-year COVID-break, this annual forum brought together sovereign, pension, insurance, endowment and family offices, to discuss the macroeconomic regime change and implications for asset allocation. Themes disucssed include the tightening monetary […]

In this luncheon presentation in partnership with Macquarie Asset Management, Craig Carmody, CEO of the Port of Newcastle, discussed how the Port is embarking on a number of initiatives as part of its diversification strategy to successfully transition the Port of Newcastle to become the hub for renewable energy which will in turn create a strong, […]

Tightening monetary policies, increasing geopolitical tensions, deglobalisation, inflation and climate change are some of the structural forces expected to impact the investment environment in the long term. At the 10th annual Asset Allocation Forum hosted in Terrigal NSW, delegates discussed and debated the asset allocation implications for the portfolio of the future.

Tim Buckley spoke at the [i3] Luncheon on climate risk, the energy transition and the impact of both on company valuations. The energy transition is now well underway, but if the transition were to happen without the active leadership of Australia’s most important energy providers shareholder value would continue to be eroded and opportunities for growth […]

The [i3] FICC (Fixed Income, Credit & Currency) Forum 2022 was held on 16 June at the Intercontinental Double Bay in NSW Participants reflected on rapidly rising rates, higher inflation and the increasing possibility of a recession. The ‘timely’ coincidence of the US Federal Reserve‘s 75 bps rate rise on the eve of this forum […]

The [i3] Insurance Investment Forum, now in its tenth year, was held on 15 June 2022 at the Intercontinental Double Bay in NSW. This is the annual forum for investment, finance, treasury and actuaries to discuss portfolio and ALM strategies impacting insurance funds. Speakers covered climate risks, higher inflation and building resilient portfolios in the […]

The Alternatives Forum was held on 18th May 2022 in Melbourne. With the diminishing role of bonds as an anchor and diversifier of equity risk, delegates explored the plethora of alternative investment strategies in the context of an uncertain and volatile investment regime. These include hedge funds and SPACs, private equity and crossover capital, private […]

The 7th annual Equities Forum was held on 17th May in Melbourne. Delegates discussed equities portfolio construction challenges in a post-pandemic world, which includes inflationary pressures, increased geopolitical conflicts and tightening monetary policies. Governance and regulation, particularly Your Future, Your Super, remain important for superannuation funds. More critically, energy transition and the journey to net […]