Your Future, Your Super - Implications for Alternatives

In partnership with CAIA Association and hosted by Credit Suisse Private Bank
Your Future, Your Super (YFYS) has important implications across investment portfolios and especially within the alternatives allocation.

Join the discussion with a panel of experts, representing different industry perspectives as they delve into YFYS in terms of its objectives and unintended consequences. Learn how this legislation will impact alternatives portfolios, asset managers, super funds and members' outcomes overall. The panel will explore whether this will push portfolios towards indexing and away from alternatives or whether alternatives will continue to be an important source of return and diversification.

Hear which alternative strategies may benefit from proposed reforms and which will likely fade into obscurity. Find out which industry players may become the winners and the losers on the revised playing field. 

This event will be a webinar, an in-person event in Sydney and a watch party in Melbourne. Both the Sydney and Melbourne events will offer networking with colleagues and new connections over drinks and canapes at a reception generously hosted by Credit Suisse Private Bank.

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.

Please check here for local health guidelines for Sydney and for Melbourne.

Produced by the 100WF Sydney Committee.
DATE

16 June 2021

PARTICIPANTS

Katrina Ellis
APRA

Rachel Farrell
J.P. Morgan Asset Management Australia

Jenny Newmarch
Aware Super

Travis Schloenleber
Moderator
Cambridge Associates
SYDNEY IN-PERSON EVENT
TIME

4:00 PM Registration
4:15 PM Welcome

Networking reception will follow.

LOCATION

MELBOURNE WATCH PARTY
TIME

4:00 PM Registration
4:15 PM Welcome

Networking reception will follow.

LOCATION

WEBINAR
TIME

07:30 AM London - Dublin
08:30 AM CET
10:30 AM Middle East
02:30 PM Hong Kong - Singapore
04:30 PM Sydney
You will receive the CAIA Zoom Webinar access link closer to the date of the event.
HOST
Credit Suisse Private Bank
PARTNER
CAIA Association
CAIA logo
If you have any questions about this event, please contact edusydney@100women.org

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BIOGRAPHIES
Katrina Ellis
General Manager, Superannuation, APRA

Katrina Ellis is a General Manager in Superannuation at APRA and has responsibilities for supervision teams, investment risk specialists and APRA’s Heatmap work. She joined APRA in 2008 and has held a variety of roles across research, policy, supervision and data transformation. She led APRA’s implementation of the Cooper Review in 2011-13 where superannuation prudential standards and MySuper authorisation were introduced. Prior to joining APRA, Katrina was a finance academic in the US at the University of California Davis.

Rachel Farrell
Chief Executive Officer and Country Head, J.P. Morgan Asset Management Australia

Rachel Farrell is the Chief Executive Officer and Country Head for J.P. Morgan Asset Management Australia and is responsible for overseeing all aspects of the firm’s investment management business in Australia and New Zealand. Prior to this she was Head of Sovereign and Institutional for Asia Pacific ex Japan where she was responsible for J.P. Morgan’s sovereign, pension, insurance, and endowment clients in Asia Pacific ex Japan. She joined J.P. Morgan Asset Management in 2011 from Citi Capital Advisors, the alternative asset management division of Citigroup, where she was Head of Asia Pacific Investor Relations and Distribution. Rachel has over 25 years of investment management and advisory experience and has worked in the US, Europe and Asia. Prior to joining Citi, Rachel worked for Bankers Trust Company in New York and Geneva Switzerland. Rachel obtained an MBA from Columbia University's School of Business and a BA from Brown University. She is a holder of the CFA and CAIA designations.

Jenny Newmarch
Senior Portfolio Manager, Aware Super

Jenny Newmarch is the Senior Portfolio Manager for Private Equity at Aware Super, the second largest profit for-member Superannuation Fund in Australia with A$130 billion in funds under management. Aware Super’s private equity portfolio is over A$6 billion as at 31 December 2020 and is invested globally in a concentrated portfolio of funds and co-investments in strategies ranging from venture capital to buyouts. Jenny has over 13 years experience in private equity as an asset allocator and adviser and has over 20 years experience in the investment field having started her career as an investment consultant and actuary in the UK. Jenny is a graduate of Imperial College London, a Fellow of the UK Institute of Actuaries and a Graduate of the Australian Institute of Company Directors.

Travis Schloenleber
Managing Director, Cambridge Associates

Travis is a Managing Director in Cambridge Associates’ Sydney office. Prior to joining the Sydney team, Travis spent seven years as an investment director in Cambridge Associates’ Boston office. He has worked with a wide variety of non-profit institutions, hospitals, pensions, insurance pools, and family offices in Australia, New Zealand, United States, Canada, and Bermuda. Non-profit clients include universities, colleges, independent schools, religious institutions, and foundations ranging in size from $100 million to over $20 billion. Travis advises on investment and institution specific issues such as asset allocation strategy, manager selection, investment program evaluation, liability-driven considerations, and enterprise-related objectives and constraints. In addition to working with institutions and families across total portfolios, Travis specializes in constructing and overseeing hedge fund and other absolute return portfolios for his clients. He has been a presenter at industry conferences on topics such as investing in hedge funds, constructing and managing portfolios, and risk management from a practitioner’s perspective. Prior to joining Cambridge Associates in 2007, he was an equities analyst at a $20 billion pension, the Employee Retirement Systems of Texas. He was responsible for individual company research, attribution analysis, and, more specifically, the Asia Property portfolio. As a portfolio manager with the MBA Investment Fund, LLC, he managed three equity and fixed income portfolios with $16 million in total assets. Travis also has two years of US fixed income and mortgage underwriting/securitisation experience at Wells Fargo. Travis has an MBA from the University of Texas at Austin, McCombs School of Business and a BA from Colorado State University. He also holds the CFA and CAIA designations.
ABOUT
Credit Suisse
Credit Suisse builds lasting value by serving clients with care and entrepreneurial spirit. Credit Suisse is a leading wealth manager with strong global investment banking capabilities. Credit Suisse seeks to follow a balanced approach to wealth management, aiming to capitalise on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets.

CAIA Association
The CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and education for all investors, with a specific emphasis on alternative investments. A Member-driven organisation representing professionals in more than 95 countries, CAIA advocates for the highest ethical standards and provides authoritative, unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. Its Members represent senior leadership in the allocator, manager, regulator, and academic verticals.

100WF's 20th Anniversary
Throughout 2021, 100 Women in Finance will celebrate its twentieth year of operations with special events and recognition of the member volunteers who have built 100WF into today’s leading organization dedicated to the advancement of women in the global finance industry. Since its founding in 2001, 100WF’s pillars of Education, Peer Engagement and Impact have established a foundation of purpose, achievement and confidence that will guide the organization's future growth and focus on attaining its 30x40 Vision in the next twenty years.

100 Women in Finance
100 Women in Finance's near 20,000 registered members strengthen 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.
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