Leadership and conviction in times of change
The Fund Executive Forum is a one day discussion-based forum, where key issues currently facing fund executives are addressed and discussed in a roundtable format. The Forum provides fund executives with an opportunity to share experiences and explore issues that impact on their professional lives, with no media present.
This year we decided to hold a one day event for the FEAL Fund Executive Forum. The Forum Dinner was held immediately following the Forum on Thursday 9th March. At the Forum Dinner we announced the winners of the 2023 Scholarship Program and celebrated the achievements of our MBS students.
Fund Executive Forum guest speakers
Andrew Boal
Partner, Deloitte Consulting
Andrew is a partner in Deloitte’s Melbourne office in the Actuarial & Consulting practice. Andrew has spent more than 35 years advising clients on superannuation, life insurance, employee benefits, risk management, investments and talent management.
During his career, Andrew has driven research and public policy in various areas of interest, including retirement income products and solutions, retirement adequacy, member disclosure and advice, member engagement and digital solutions, governance and managing conflicts.
Panel: Personal experience as a leader through change. “I can't change the direction of the wind, but I can adjust my sails to always reach my destination.” James Dean
We heard from speakers: Anne-Marie O’Loghlin, TelstraSuper Chair, Vicki Doyle, CEO, REST Super, Ross Piper, Chief Executive Officer, Australian Ethical & MC Andrew Boal, Deloitte
Dr Anthony Howard
CEO & Founder, Confidere Group and Socratic Leader Academy. Adjunct Associate Professor at University of Notre Dame.
Dr Anthony Howard has been a mentor to CEO’s, and coach to their leadership teams, for twenty years, across four continents and almost every sector of industry, and is known as the ‘CEO Whisperer’ and as a business philosopher.
During a twenty-year ongoing global dialogue he has interviewed hundreds of leaders and influencers from the business, academic, military and social sectors. This gives him a broad global perspective and deep insights on leadership, which inform his writing, speaking, and work with clients, helping them lift and sustain exceptional performance. Anthony is the author of Humanise—why human-centred-leadership is the key to the 21st century, the outcome of a series of conversations with leaders around the world.
He is an Adjunct Associate Professor in the School of Philosophy and Theology with the University of Notre Dame (Australia), where he completed his ground-breaking PhD research on human-centred leadership, developing a new model called Personalist Leadership.
Investment debate – can internalisation of member funds continue?
We heard from speakers: Sam Sicilia, Chief Investment Officer, Hostplus, Damian Graham, Chief Investment Officer, Aware Super, Suzanne Branton, Chief Investment Officer, CareSuper, David Allen, Investment Management Leader, First Sentier Investors & MC Brian Delaney, FEAL Chair.
Yolanda Beattie
Founder of Future IM/Pact
Yolanda Beattie is a leadership and high performance teams coach and facilitator with a focus on nurturing trust in teams and organisations. She helps clients access deep self-awareness and build a passion for continuous inner-growth so they can expertly navigate conflict, lift the collective intelligence of their teams, and lead and live with confidence.
She brings this expertise to the investment management industry via Future IM/Pact – an industry program supporting leaders in their ambition to attract and retain diverse investment talent, with a focus on women. Her boutique consultancy Yo&Co also works with clients across range a range of industries including education, pharmaceutical, and wealth management.
Panel: Personal experience in cultivating a culture of high trust
We heard from speakers: Michael Clancy, CEO, Qantas Super, Lisa Samuels, Chief Experience Officer, HESTA, Steve Hill, Group Executive, People & Workplace, Aware Super & MC: Yolanda Beattie
Forum Dinner guest speaker
We heard from Simon Kuestenmacher at the Forum Dinner, Simon spoke on “Adapting to a changing world: challenges for fund executives through the demographic lens”.
Simon Kuestenmacher is a Director and Co-founder of The Demographics Group. He presents on demographic and global trends that are shaping Australia today and into the future and his observations are enjoyed by corporate, government and industry audiences alike.
Simon is a columnist for The New Daily newspaper and a regular contributor to The Australian newspaper; and he is a media commentator on demographic and data matters.
In his spare time Simon has authored three books on maps and runs what is by now the world’s largest Twitter account dedicated to maps and data. His social media posts reach over 25 million people every month. Simon ranks as one of the world’s top 10 influencers in data.
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