Retirement symposium - Retirement products of the future: Issues and challenges
In December 2016, the Australian federal government released a discussion paper outlining its desire to introduce and develop a new retirement product known as 'CIPRs' or Comprehensive Income Products for Retirement. This symposium aims to provide attendees with leading edge thinking in the design of Australia's next generation of retirement investment solutions.
Event details
Date: Monday 26 June 2017
Time: 9.30am - 4.30pm
Venue: Room 1.19, Sir Samuel Griffith Centre (N78), Griffith University Nathan campus
Program: Please click on the following button to download the full program (402kb)
Keynote speakers
Mr Ralph Collins
Senior Manager Investment Solutions, QSuper
Ralph has worked in financial services for more than 35 years for superannuation funds, actuarial consulting firms and financial organisations. He qualified as an actuary in 1988 and during his career has worked in a variety of actuarial, client relationship and management roles. His work has covered many facets of superannuation including establishing benefit designs, providing advice and education to trustee groups and superannuation members and product development.
He currently works for QSuper in a product management role, where the key focus is on managing the range of investment products in the accumulation phase, as well as developing products for members in their drawdown phase.
Professor Michael Drew
Chief Investment Officer, Myer Family Company
Professor Michael Drew is Chief Investment Officer at The Myer Family Company and Professor of Finance at the Griffith Business School, Griffith University. He holds a PhD from the University of Queensland and has served on the finance faculty at the Australian National University and the Queensland University of Technology. Michael has held Senior Executive and Trustee Committee appointments with Drew, Walk & Co., Queensland Investment Corporation (QIC) Limited, QSuper, Wilson HTM, Ord Minnett and JB Were & Son, and is a trusted advisor to fiduciary clients in matters relating to asset allocation, portfolio construction and investment governance.
Michael chairs The Myer Family Company Investment Committee and is a member of the QSuper Investment Committee, and the Petroleum Fund Investment Advisory Board, Timor-Leste. He has written and lectured extensively on Australia’s superannuation system, defined-contribution (DC) pension plans and retirement security.
In 2011, Michael was awarded the Finsia (Financial Services Institute of Australasia) Pinnacle Award for Most Outstanding Thought Leader to celebrate 125 years for the peak industry body and has recently been inducted as a Life Member. He is a Fellow of the Australian Institute of Company Directors, the Australian Institute of Management and the Governance Institute of Australia.
Mr Ian Lorimeri
Head of Product, UniSuper
Ian Lorimer is Head of Product at UniSuper, one of Australia’s largest superannuation funds with over $60 billion in assets. Ian is responsible for managing a full suite of products, including Australia’s largest open defined benefit fund as well as traditional accumulation and retirement products.
Ian has over 25 years of experience in financial services working in the areas of investment management, actuarial, product development, superannuation, retirement income and integration. Ian is also a Fellow of ASFA (Association of Superannuation Funds of Australia), a member of ASFA’s Super Systems Design Policy Council, a Fellow of AIST (Australian Institute of Superannuation Trustees), a member of the Insurance in Superannuation Working Group technical committee and a Trustee of CEDA (Committee for Economic Development of Australia). Ian has also been a Trustee Director of a Corporate Superannuation Fund.
Ms Peta Tilse
Managing Director, Sophisticated Access
Peta is a leader in the Financial Services industry and has a weekly finance segment on the ABC. She has over two decades experience in Australia’s top tier financial institutions, as well as founding a Fintech compliance startup. Her career spans Retail and Wholesale Financial Markets, as well as Wealth Management. She was a top quartile Fund Manager for 8 years with Suncorp Investment Management, managing $5b in Cash and Fixed Interest Funds. She has worked with top firms NAB, Westpac, Suncorp, Dresdner Kleinwort Benson, Morgan Stanley Dean Witter, UBS, and GSJBW both here and offshore.
Peta is Founder and Managing Director of Sophisticated Access Capital (creator of the regtech Cygura), and a Director of Levantine Wealth. She has co-founded The Impact Suite a new regtech set to improve transparency, governance, and impact in the not-for-profit sector.
Peta is committed to her industry, and as a Senior Fellow of the Financial Services Institute of Australasia (FINSIA), she serves as a member of the Financial Advice and Services Council and the Queensland Regional Council. Peta has recently joined the Board of The Somerville House Foundation, Chairing the Finance and Risk Committee.