EDUCATION SESSION
Retirement Income: Solutions, Opportunities and Challenges
|
|
Get the latest information on the new Retirement Income legislation in force in Australia starting 1 July. Consider the implications for super funds and the broader investment industry. Every super fund has to develop and implement a Retirement Income Strategy for its members, so this session is your opportunity to learn about the resulting challenges and opportunities, and some proposed solutions.
This event is relevant to members in investment, marketing, product and strategy roles and trustees of super funds as well as retirement solution providers.
You are welcome to meet in person in Sydney and Melbourne, where you can network with your peers before the program, enjoy a sandwich lunch and share your ideas with colleagues following the discussion.
Please RSVP by 25 July 2022.
100 Women in Finance follows local government guidance in producing in-person events. Note that, should local government guidance change in advance of this event, we shall notify guests of any changes or cancellations.
|
|
12:15 PM Registration.
12:30 PM Event Begins
We will begin promptly at 12:30 PM; please arrive early.
Networking reception before and after session.
|
|
Jeremy Duffield
SuperEd
Jacki Ellis
Aware Super
Angela Murphy
Challenger Life
Fintan Thornton, FIAA
Allianz Retire+
Bev Durston
Moderator
Edgehaven
|
|
PIMCO
Level 19, 5 Martin Place
Sydney, NSW, 2000, Australia
|
|
|
Vanguard
Level 13, 130 Lonsdale Street
Melbourne, VIC 3000, Australia
|
|
|
100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend more 100WF events, access the 100WF Job Board and other member benefits.
Visit your Member Profile RSVPs to confirm your event registration. If you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your Member Profile. If you have any membership questions, please contact the Membership Committee.
|
|
Jeremy Duffield
Chair, SuperEd
Jeremy Duffield is chair of SuperEd and Retirement Essentials, which are leading the way in digital financial help and advice for older Australians. He’s passionate about getting clients better retirement outcomes. Jeremy was the founder and Chairman of Vanguard Investments Australia (1996-2010) and served as a senior executive of The Vanguard Group from 1980 to 2010 in the US, Asia and Australia. Non-executive roles include: previously, founding chairman of Plum Financial Services and, currently, chair of MLC’s asset management subsidiary; director of Vanguard Super. He has previously served as the Chairman of the Australian (now Monash) Centre For Financial Studies, vice chairman of the Investment and Financial Services Association (now the Financial Service Council), a member of the Financial Sector Advisory Council, and a member of the Australia As A Financial Centre Forum.
Jacki Ellis
Head of Retirement Segment, Aware Super
As the Head of Retirement Segment, Jacki is responsible for Aware Super’s Retirement Strategy and for driving and co-ordinating retirement activities across the Fund. She is passionate about enhancing Australia’s retirement system and providing members with the confidence and freedom to live their best life in retirement. Jacki is experienced in retirement income research, tailoring investment strategy to reflect the needs of members, and in developing the personalised experiences and guidance required to deliver on members’ goals in retirement. Prior to joining Aware Super, she was the APAC Director of Strategic Research and a Senior Investment Consultant at Mercer, where she was responsible for retirement income research and partnered with institutional clients to enhance their investment strategies. Jacki has an Honours degree in Finance and a Bachelors degree in Psychology from the Australian National University and is a Chartered Financial Analyst.
Angela Murphy
Chief Executive, Challenger Life
Angela Murphy was appointed Chief Executive, Life, in March 2021 having previously held the roles of Chief Executive, Distribution, Product and Marketing (DPM) and Chief Operating Officer (DPM). As Chief Executive, Angela is responsible for the overall strategic direction of the investment, distribution, product and marketing functions for the Challenger Life business. Angela joined Challenger as Executive General Manager, Human Resources in February 2012 and has over 20 years’ experience in business and human resource management across public sector, consulting and corporate roles. Before joining Challenger, Angela held a number of senior HR roles at the Westpac Group. Angela has a Bachelor of Arts (Hons 1) The Australian National University, a Master of Commerce, Finance (with Merit) Sydney University and has completed the Advanced Management Program at The Wharton School.
Fintan Thornton, FIAA
Head of Institutional Solutions, Allianz Retire+
Fintan leads the Allianz Retire+ institutional business and is responsible for co-developing partnerships with superannuation funds. With over 22 years’ financial services experience, Fintan is an actuary and has worked in both actuarial consulting and senior executive super fund roles. Fintan has previously been Head of Superannuation and Head of Strategy & Implementation at Colonial First State. At the Commonwealth Bank, he was also Head of Employee Superannuation. Prior to joining CBA, Fintan worked as a consulting actuary for Willis Towers Watson and Russell Investments. Fintan’s consulting experience is predominantly in superannuation (including complex defined benefit arrangements) where he was superannuation actuary to industry funds, government entities and corporations such as QBE, Qantas, Westpac, the Reserve Bank of Australia and the New Zealand Government. In addition to his executive role, Fintan is a non-executive director and Deputy Chair of CBHS Health Fund, the third largest profit-for-member private health insurer in Australia. Fintan holds a Bachelor (Hons) of Actuarial Mathematics and Statistics degree, is a Fellow of the Actuaries Institute and is a Graduate of the Australian Institute of Company Directors.
Bev Durston
Managing Director, Edgehaven
Bev Durston is an award winning and highly respected investment professional with over 30 years of global financial services experience. Having managed institutional monies for over 20 years she founded a boutique institutional alternatives business, Edgehaven, in 2013 which has teams in Australia and the UK. Edgehaven is a specialist, bespoke Alternatives partner providing hand-picked fund recommendations across the broad and constantly evolving landscape of Alternative assets for a small number of high-quality clients. Over the past 14 years Bev has sourced, structured and implemented over US$3.8bn of investments across a broad range of Alternative assets and has an excellent, risk adjusted track record. Prior to Edgehaven Bev worked across the entire spectrum of asset classes managing traditional and alternative assets as well as being head of risk for multi asset solutions. She has worked and lived in Australia, Singapore and the UK. Prior firms include the Queensland Superannuation Fund, the Australian Government Superannuation Fund, leading Australian industry fund Sunsuper, the Govt of Singapore Sovereign Wealth Fund, Fund Manager BT and British Airways Pensions. Bev has a first class Banking and International Finance degree from CASS in London, a Masters of Applied Finance from Macquarie University, Sydney and professional Trustee qualifications. She also sits as an independent expert on Investment Committees.
|
|
PIMCO
PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. As at 31 March 2022, US$2 trillion in assets is entrusted to us by central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, and individual investors around the world. Our decades of fixed income leadership would not have been possible without a culture that embraces diverse points of view. This deliberate approach encourages discussion and debate, helping us mitigate risk and create opportunity. Our people are our greatest asset, and we are committed to fostering an environment of inclusion and diversity that helps our employees and clients thrive.
PIMCO is a proud member of 100 Women in Finance’s Leadership Council. 100WF Leadership Council is a select group of international banks, alternative investment firms, asset management firms and others in the industry who support the mission of 100 Women in Finance.
Vanguard
With AUD $10.6 trillion in asset under management globally as of 30 April 2022, including AUD $2.8 trillion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for over 25 years. At Vanguard, we strive to create an inclusive and equitable work environment that reflects a diverse community of talents and drives our mission to provide all investors with the best chance for investment success. We believe diverse teams and inclusive environments enable our crew (our internal name for our employees) to perform at their best and bring their unique skills and experiences to work every day.
|
|
100 Women in Finance
100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
|
|
This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.
Space is limited. No walk-ins will be permitted.
100WF Profile Update
Is your profile up to date? If not, we encourage you to update your Member Profile to ensure that you are receiving By Invite Only event invitations and job opportunities, among other targeted and special emails.
100WF Access Fee
Have you paid your access fee? If not please go to 100WF Member Payment. We appreciate your continued support!
|
|
Please do not reply to this email.
If you have any questions about this event, please contact us at the link shown above or visit our website at www.100women.org
You received this email because of your interest in 100 Women in Finance. You can update your email preferences and unsubscribe using the SafeUnsubscribe link below. If you are registered as a 100WF Member or Supporter you can update your registration details, change your email preferences or unsubscribe by logging into your Member Profile.
|
|
|
|
|
|
|
