Déjà New – from hindsight to foresight
Join us at Mercer’s Pacific Global Investment Forum in July to explore what we can learn from recent history and the key themes that are likely to shape markets and investment practices. Key stakeholders, industry experts and other influential thinkers come together for an insightful look at the forces affecting the investment industry.

Agenda

(Sessions are in Sydney Local Time - UTC +11)

The Forum offers one and half days of main-stage sessions, dedicated content streams for different asset pools, keynote addresses, and networking time. Some of the topics that will be covered in the agenda include the latest themes and opportunities, sustainable investing, private markets, liquidity, diversification and more. Download a PDF version of the agenda.

Monday 24 July

Tuesday 25 July

David Bryant, CEO, Marsh McLennan Pacific and President, Mercer Pacific

Jo Holden, Global Head of Investment Research and Consulting
Harry Liem, Head of Research & Capital Markets, Pacific
Rich Nuzum, Executive Director, Investments and Global Chief Investment Strategist
Nick White, Global Strategic Research Director

John Lucey, Chief Investment Officer, Resolution Life 
Corrin Collocott, CIO, Mercer Super and Multi-Sector
Matthew Drennan, CIO and Head of Unit Linked Business, Zurich Australia
Kylie Willment, Chief Investment Officer, Pacific (moderator)

Faye Blakeney, Wealth Management Client Experience Leader, Pacific
Anthony Schiavo, Governance & Legal Consulting Leader, Pacific 

The Plan Member: Saving the whales … and serving the members? 
Richard Dunn, Senior Investment Consultant
Craig Hughes, Head of Investment Solutions, Pacific 

The Portfolio: Live long and prosper! Lessons from intergenerational investors 
Rebekah Dunn, Endowment and Foundation Client Segment Leader, Pacific 
Cameron Taylor, Senior Investment Consultant

The Society: A new economic order? Political and economic trends driving markets and society today
James Kerr, Head of Asset Allocation, Pacific 
Sue Wang, Head of Public Markets, Pacific 

The Plan Member: Quality of advice: A conversation with Michelle Levy
John Allmey, Strategic Relationship Leader, Pacific
Rebecca Jacques, Wealth Management Head of Portfolio Solutions, Pacific 
Michelle Levy, Partner, Allens


The Portfolio: A balancing act: Managing volatility for insurers
Denis Walsh, Insurance Client Segment Leader, Pacific
Linda vanTonder, Senior Investment Consultant
Bo Jiang, Senior Vice President, Treaty Broking

The Society: Nature calls! Is biodiversity the next major investment theme?
Simon O’Connor, CEO and Executive Director, RIAA 
Arti Prasad, Client Leader - Sustainable Investment, Pacific 
Nick White, Global Strategic Research Director

The Plan Member: Trust, engagement, and innovation: Making a better retirement for members
Richard Boyfield, Head of Consulting, Investments and Retirement, Pacific 
David Knox, Policy and Research Leader, Pacific 

The Portfolio: Great expectations: Opportunities in private equity and private debt
Marcus de Kock, Alternatives Investment Director, Pacific
Raelan Lambert, Global Head of Alternatives
Bill Muysken, Global Chief Investment Officer, Alternatives
Scott Wilkinson, Head of Private Debt, APAC 

The Society: I, workforce: The impact of AI on skills and jobs 


Cynthia Cottrell, CEO, Mercer Workforce Solutions, Pacific 
James Gordon, Digital and Financial Services, Oliver Wyman

Dr Steven Chu, Nobel Prize-Winning Physicist and former US Energy Secretary
Simon Eagleton: Investments Leader, Pacific 

Rich Nuzum, Executive Director, Investments and Global Chief Investment Strategist

Meet the speakers

Each Forum features top thought leaders from within Mercer and the investment community and renowned experts shaping the way we think.

Keynote speaker - Dr. Steven Chu

Steven Chu is the William R. Kenan Jr. Professor of Physics and Professor of Molecular & Cellular Physiology in the Medical School at Stanford University. He is currently the Chair of the Board of the American Association for the Advancement of Science (AAAS) and its past President. He has published papers in atomic physics, polymer physics, biophysics, molecular biology, ultrasound imaging, nanoparticle synthesis, batteries and other clean energy technologies. See full bio.

Location and Hotel

We look forward to welcoming clients and asset managers in person in Sydney.

Venue: Hyatt Regency Sydney,

161 Sussex Street,

Sydney, New South Wales,

Australia, 2000

+61 2 8099 1234 

sydney.regency@hyatt.com

Hotel website

Located adjacent to Darling Harbour in Sydney's Central Business District (CBD), the Hyatt Regency Sydney is a haven of relaxation for the business or leisure traveller. As Sydney's largest premium hotel, Hyatt Regency Sydney boasts 888 guestrooms, dining experiences and 3,700 sq m of flexible meeting and event space. We invite you to enjoy an unparalleled Australian getaway.

Hotel booking information

For your convenience, Mercer has reserved a block of hotel rooms at the Hyatt Regency Sydney at a rate of AUD $380.00 which includes tax and Wi-Fi.  This rate is available until 1 July 2023.  Reservations made after this date will bebased on hotel availability and at the prevailing rate. Hotel accommodation can be booked here.

Accommodation terms & conditions

Hotel room cancellations must be received by Saturday, 9 July 2023.  Failure to cancel prior to 9 July will result in being charged for the duration of your stay.

Register now 

Which attendee are you? 

For the purposes of the Forum, an asset owner is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity. Invited asset owners do not have to pay registration fee.

Event concluded

The asset manager registration fee for this event is $12,000 (USD) for one attendee. Registration includes attendance at the asset manager briefing, attendance at the networking opportunities, main presentations and breakout sessions, up to five 30 minute one-to-one sessions, opportunities to make new professional connections with hundreds of other attendees and all session materials after the event.

Event concluded

Global members have a secured seat at all five events. If you have purchased a global membership for the Global Investment Forums 2023 program, you can register as a global forum member. Please contact us if you are not sure of your status or click here to sign up for a global membership.

Event concluded

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Important notices

For the purposes of the Forum, an “asset owner” is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity.

Mercer's receipt of revenue from a fund manager will not result in any preferential treatment by Mercer when evaluating or recommending managers, their affiliates, products or strategies.

Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.

Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.

Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.

By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.

Cancellations must be communicated via email toMaria Reyes. Cancellation requests sent two months before the Forum will be refunded in full. Cancellation requests sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.