The [i3] Investment Strategy Forum was held on 6 and 7 May, 2021 at the RACV in Torquay, Victoria. Featuring speakers in person and virtually, the program covered a wide range of topics, including investing during the pandemic, net zero portfolios and internalisation. We also debated the merits of dynamic asset allocation, using our usual […]

Under the backdrop of the recovery from the pandemic, the [i3] Equities & Equity Alternatives Forum kick-started our journey back to in-person events. There was certainly no shortage of issues to be covered, including the value vs growth debate, China and emerging markets, ESG, role of small caps, portfolio protection, as well as the unintended […]

Debates and interactive discussions form a core part of [i3] events, where we challenge traditional thinking and practices. And in the process of tossing up new ideas and perspectives, we have fun too! All part of the innovation journey…..

The [i3] Equities & Equity Alternatives Forum was held on 25 and 26 February 2020 at the Intercontinental in Double Bay. Participants discussed how various global transitions, including climate change, the digitisation of society and increasing scale of the domestic superannuation sector, impacts the construction of equity portfolios. Eduard van Gelderen, CIO of Canadian pension […]

The [i3] Christmas Reception was held at the Justice & Police Museum in Sydney on 5 December. The museum once housed the Water Police Station, Water Police Court and Police Court that once made up one of the city’s busiest legal hubs. Curator Nerida Campbell took delegates for a tour around the museum and into […]

In this final event for 2019, we hosted the Reserve Bank of Australia, addressing the important issue of “The Role of Super Funds in Financial Stability”. As superannuation funds have grown larger over the years, their combined assets under management is more than Australia’s annual GDP and larger than the market capitalisation of the stock […]

Professor Bill Mitchell is one of the key founders of Modern Monetary Theory (MMT). MMT has received much attention globally. It has been promoted by Democratic US politicians, including Alexandria Ocasio-Cortez, to explain why governments should drive the transition to a low carbon economy and why they can afford to do so. Japan has taken […]

The [i3] Global Property Forum, held in association with Atchison Consultants, was hosted in Melbourne on 13th November 2019. It covered issues relating to property portfolio construction and risk management for institutional investors, with in-depth commentary on European real estate, alternatives as well as private debt.

The [i3] Pension Portfolios Forum was held on 31 October 2019 in Melbourne. Participants discussed the merits of lifecycle funds, the feasibility of CIPRs and heard from Cbus Chief Executive David Atkin about how their member profiles influence their available options for retirement products.