12th Melbourne Money and Finance Conference
Wealth Management: Trends and Issues
Generously sponsored by
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The Melbourne Money and Finance Conference series was established in the late 1980s and there have been 11 such conferences with the last held in 2006. The aim of the Melbourne Money and Finance Conference series is to bring together academics, bank and business economists, finance practitioners and public sector professionals to promote informed discussion on financial and monetary issues. It provides an excellent opportunity for meeting colleagues with similar interests but with possibly different perspectives reflecting their academic, business, or public policy backgrounds. The papers presented at prior conferences have been published either as special issues of journals or in book form.
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Program
Thursday 24 May 2007
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7.00 pm |
Buffet dinner and informal pre-conference get-together |
Friday 25 May 2007
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7.30 – 8.45 am |
BREAKFAST/MORNING COFFEE |
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8.50 – 9.00 am |
Welcome and Housekeeping |
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9.00 – 10.30 am |
Some Governance Issues in Large Superannuation Funds
Ross Jones, APRA |
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Discussant: John Wilson, Tollhurst Ltd |
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The Effect of the Superannuation Guarantee on Household Savings Behaviour
Ellis Connolly, RBA
:: Download Paper |
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Discussant: Guay Lim, Melbourne Institute for Applied Economic and Social Research |
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10.30 – 11.00 am |
MORNING TEA |
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11.00 – 12.30 pm |
Superannuation Funds and Alternative Asset Classes - Issues for Policy Makers
Andre Moore, Treasury |
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:: Download Paper |
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Discussant: Michael Skully, Monash University |
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Why do Australian investors leverage so little
John Daley, ANZ |
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Discussant: Graham Maloney, Macquarie |
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12.30 – 1.30 pm |
LUNCH |
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1.30 – 3.00 pm |
Life Cycle Asset Allocation
Michael Drew, QUT |
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:: Download Paper |
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Discussant: Tim Hughes, Australian Catholic Superannuation Fund |
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Leading the Herd to Greener Pastures
David Gallagher, UNSW |
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:: Download Paper |
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Discussant: Bob Officer, Acorn Capital |
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3.00 – 3.30 pm |
AFTERNOON TEA |
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3.30 – 5.00 pm |
Private Equity in Australia: A Snapshot
Jeremy Cooper, ASIC |
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Discussant: Deborah Ralston, Canberra University |
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Director’s Duties in Funds Management Companies
Pamela Hanrahan, The University of Melbourne |
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Discussant: Howard Pender, Australian Ethical Investments |
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6.30 – 7.00 pm |
Pre-dinner address –Stephen Brown, NYU |
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7.00 – 7.30 pm |
Pre-dinner drinks |
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7.30 pm |
CONFERENCE DINNER |
Saturday 26 May 2007
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9.00 – 10.30 am |
Choices and constraints over retirement income streams: comparing rules and regulations
Hazel Bateman, UNSW and Susan Thorp, UTS |
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:: Download Paper |
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Discussant: Chris Page, Rainmaker |
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Self Managed Allocated Pensions: Public Policy Issues
Owen Covick, Flinders University |
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:: Download Paper |
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Discussant: Chris Legg, Treasury |
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10.30 – 11.00 am |
MORNING TEA |
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11.00 – 12.30 pm |
Crediting versus Unit Pricing: Issues for Superannuation Funds
Jules Gribble, ASK!T Consulting |
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:: Download Presentation
:: Download Paper |
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Discussant: Michaela Anderson, ASFA |
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Financial Services: Regulatory Issues and the Common Good
David O’Reilly, IFSA |
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:: Download Paper |
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Discussant: Peter Matthey, KPMG |
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The Attendees List
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Michaela |
Anderson |
Association of Superannuation Funds of Australia (ASFA) |
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Hazel |
Bateman |
University of Technology Sydney |
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Stephen |
Brown |
NYU Stern School of Business |
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Christine |
Brown |
University of Melbourne |
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Ellis |
Connolly |
Reserve Bank of Australia |
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James |
Cook |
ANZ Trustees |
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Jeremy |
Cooper |
ASIC |
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Owen |
Covick |
Flinders University |
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John |
Daley |
ANZ Margin Lending |
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Anthony |
D'Arcy |
Department of Innovation, Industry and Regional Development |
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Kevin |
Davis |
Melbourne Centre for Financial Studies |
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Roland |
DeSelle |
Department of Innovation, Industry and Regional Development |
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Scott |
Donald |
Russell Investment Group |
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John |
Donovan |
Australian Funds Marketing Ltd |
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Michael |
Drew |
Queensland University of Technology |
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John |
Dyer |
UniSuper |
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Stephen |
Fallet |
Capital National Alliance |
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John |
Fowler |
Melbourne Centre for Financial Studies |
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David |
Gallagher |
University of New South Wales |
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Jules |
Gribble |
ASK!T Consulting |
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Terry |
Hallahan |
RMIT University |
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Pamela |
Hanrahan |
University of Melbourne |
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Darren |
Henry |
LaTrobe University |
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Chris |
Hill |
APRA |
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Nick |
Hossack |
Australian Bankers' Association |
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Tim |
Hughes |
Catholic Superannuation Fund |
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Gary |
Johnston |
Axiss Australia |
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Ross |
Jones |
APRA |
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Christopher |
Kent |
Reserve Bank of Australia |
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Artemisia |
Kovsis |
The New Zealand Treasury |
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Chris |
Legg |
Commonwealth Dept of The Treasury |
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Guay |
Lim |
MIAESR, The University of Melbourne |
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Rod |
Maddock |
Commonwealth Bank of Australia |
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Graham |
Maloney |
Macquarie Bank |
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Paul |
Martin |
SIRCA |
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Peter |
Martin |
The New Zealand Treasury |
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Peter |
Matthey |
KPMG |
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Ben |
McLean |
Reserve Bank of Australia |
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David |
Michell |
Melbourne Centre for Financial Studies |
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Andre |
Moore |
The Treasury |
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Tony |
Naughton |
RMIT University |
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Shanaz |
Naughton |
RMIT University |
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Vi |
Nguyen |
Commonwealth Bank of Australia |
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Bob |
Officer |
Acorn Investments |
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Marc |
Olynyk |
La Trobe University |
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David |
O'Reilly |
IFSA |
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Julie |
Osborn |
Department of Treasury and Finance |
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Christopher |
Page |
Rainmaker Information |
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Jerry |
Parwada |
University of New South Wales |
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Howard |
Pender |
Australian Ethical Investment Ltd |
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Kok Fai |
Phoon |
Monash University |
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Matthew |
Pinnuck |
University of Melbourne |
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Deborah |
Ralston |
University of Canberra |
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Diane |
Russell |
Commonwealth Bank of Australia |
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John |
Sharma |
nab |
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Mike |
Skully |
Monash University |
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Sandra |
Telman |
APRA |
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Susan |
Thorp |
University of Technology Sydney |
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Julie |
Tribe |
APRA |
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Jessica |
Trinder |
Reserve Bank of Australia |
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John |
Unkles |
Finsia |
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Iain |
Wallace |
UniSuper |
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Peter |
Willis |
Australian Funds Marketing Ltd |
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John W |
Wilson |
Tolhurst Ltd |
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Patrick |
Zhang |
Melbourne Centre for Financial Studies |
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