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Measuring success: Metrics to understand member engagement

45 mins 0.75 CPD Hours

CX measurement can help your fund accurately measure engagement success...

Retirement research: What do members want?

30 mins 0.50 CPD Hours

With many baby boomers approaching retirement, and how can funds ensure the...

Social media: Marketing myth or a necessity?

37 mins 0.50 CPD Hours

Social media has changed member engagement, but is it as easy as it seems...

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Retirement research: What do members want?

30 mins
0.5 CPD Hours

CMSF 2020 Policy  Engagement  Operations

 

 

Many baby boomers as well as younger cohorts approaching retirement will have significantly different investment needs than retirees in the past.

Drawing from research, this session will provide an overview of how funds can ensure that the next generation of retirees are confident in their investments and are able to enjoy the best retirement they can afford.

View the Q&A session recording

Speakers

Darren Beesley, Head of Retirement and Senior Portfolio Manager, AMP Capital

Darren Beesley is Head of Retirement Investments and a Senior Portfolio Manager in the Multi-Asset Group. He is responsible for a range of diversified funds and contributes to research, portfolio construction, asset allocation and implementation across the group’s set of multi-asset funds. Prior to joining AMP, Mr Beesley was Portfolio Manager for Perpetual’s Diversified Strategies team where he was responsible for a range of multi-asset funds. Mr Beesley has also worked as portfolio manager and dealer at Ankura Capital (WestAM), a quantitative Australian equities firm, and as an investment analyst at Willis Towers Watson. He is qualified as a fellow of the Institute of Actuaries of Australia (FIAA) and sits on the Actuaries Institute Retirement Income Working Group. He completed a Commerce Degree at UNSW majoring in finance and actuarial studies and was awarded the UNSW Co-op Scholarship in actuarial studies.


Carla De Campo, Head of Corporate Affairs, Cbus

Carla De Campo is Head of Corporate Affairs for Cbus Super, Australia’s leading building and construction industry super fund. In this role Carla oversees the policy, advocacy and public affairs activities of the $57 billion fund and it’s 750,000 members.

Carla is a passionate and determined advocate for Australia’s profit-to-member superannuation sector. She has seen first hand the impact not-for-profit super has had on the quality of retirement for working Australians.

Carla is an accomplished strategic communications executive with extensive government, advocacy and policy expertise. Carla has worked in senior roles in the government and NFP sectors including as Director of Communications and Marketing for Australia’s peak industrial body, the Australian Council of Trade Unions as well as for the Commonwealth Attorney-General, Minister for Health and Minister for Families, Community Services and Indigenous Affairs. As a senior advisor to government she oversaw strategic communication for complex policy reforms such as the introduction of world-leading plain packaging for tobacco.

Carla is a board Director and a deputy chair of Tweddle Child and Family Health Service, a Victorian Public Hospital board that provides state-wide early parenting support and services.

She holds a Bachelor of Arts from Melbourne University and has completed the AIST Diploma of Superannuation.


Adam Kibble, CAIA - Investment Specialist, Insight Investment

Adam joined Insight in May 2017 as an investment specialist, responsible for Australian client portfolio support for Insight’s currency risk management, multi-asset and fixed income capabilities. Adam brings significant experience in portfolio management and product development, particularly in currency and fixed income. He spent almost 20 years at Macquarie Investment Management which included periods managing global fixed income portfolios, the lead portfolio manager for currency overlay programs from 2001 to 2007 and more recently as head of commodity funds. Adam started his investment management career at Queensland Investment Corporation as a currency and fixed income portfolio manager. Adam holds a BComm. in Finance from the University of New South Wales, Australia. He is also a CAIA charterholder.


Chair

Nick Callil, Head of Retirement Solutions, Australia, Willis Towers Watson

Nick Callil is Head of Retirement Solutions for Willis Towers Watson Australia.  He leads the firm’s research in the area of retirement strategy, and consults to superannuation funds, financial institutions and government bodies on retirement and accumulation phase design, default investment option strategy, longevity risk solutions and lifecycle design.  Nick is an actuary, an Adjunct Fellow at the Macquarie Applied Finance Centre and a member of ASFA’s Super System Design Policy Council.


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