Consumer Finance Symposium 2010

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Date: Tuesday 3 August 2010

Venue: Sofitel Melbourne on Collins, 25 Collins Street, Melbourne

The symposium will address important public policy issues impacting financial wellbeing in retirement including longevity risk and post-retirement income streams as well as the opportunities for financial advisers, superannuation funds and product providers. The symposium format involves a series of presentations, “prac-ac” workshops and panel discussions from selected academic, regulatory and policy centre working papers.

A highlight of the symposium is the launch of the Finsia-ACFS monograph, which explores policy issues affecting financial security in retirement. Profs Deborah Ralston and Kevin Davis will share significant insights with Symposium participants.

Program Overview:

Finsia Breakfast (7-8.30am): – Dr David Knox, Worldwide Partner, Mercer Presentation

Investment: $130

Finsia Workshop (8.30am – 12.30pm):

• Finsia / ACFS Monograph – Financial Wellbeing in Retirement, Professor Deborah Ralston, Director ACFS Presentation | Monograph
• Achieving financial wellbeing in retirement – exploration of broad policy issues panel, Benedict Davies, National Technical Adviser,  UniSuper Management Presentation; Pauline Taylor, Finance and Economics Adviser Presentation and Sara Harman, Senior Investment Advisor, Novus Capital Limited
• Pre-retirement policy issues, Andrew Robertson, Head of Longevity Solutions, Macquarie Funds Management Group Presentation
• Post-retirement policy issues, John Evans, Associate Professor, UNSW Presentation
• Impact of Super System Review finding, Jeremy Cooper, Chair, Super System Review Presentation
• Investment: $380.00
• Register Online

ACFS Academic and Policy Research Workshop (1.30 – 5.30pm):

The workshop objective is to encourage high quality research into topics of interest and value to policy-makers, lenders, advisors and individual consumer finance professionals; and identifying areas where industry may be able to provide support for future research.

The format is for 4-academic and practitioner policy research papers addressed by discussants and in group Q&A.

Program

1.30pm – Introductory remarks

Kevin Davis, Research Director, Melbourne Centre for Financial Studies and Professor of Finance, University of Melbourne

1.40–2.10pm – Behavioural Finance - Rational behaviours? What brain imaging may tell us about financial decision-making

Speaker: Dr Carsten Murawski, Senior Lecturer Department of Finance, University of Melbourne.

Presentation

2.10–2.40pm – Investment Product Selection – Target Date and Lifecycle Strategies – converting theory to practice

Speaker: Professor Michael E. Drew, Professor of Finance, Griffith University & Managing Director, QIC Lifecycle Strategies

Presentation

2.40–3.10pm – Afternoon Tea

3.10–3.40pm – Post Retirement Planning – the longevity issue – Drivers of longevity, practical outcomes & available research data

Speaker: David Williams, CEO, MyLongevity

Presentation

3.40–4.10pm – Post Retirement Planning – issues with current mechanisms – Accommodation Bonds and Charges

Speaker: Rachel Lane, Executive Manager, Aged Care Solutions, Colonial First State Investments Limited

Presentation

4.10–4.25pm – Review of Symposium outcomes & Future Research Directions, Australian Centre for Financial Studies

4.30pm – Workshop concludes

Academic Session Investment: (incl gst)

• Full time Student: $22.00
• Full time Academic: $44.00
• Corporate Sponsors: $77.00
• Industry Practitioner: $88.00
• ALL DAY from $532 – $598

Registration closing date: FRIDAY 30 July 2010

Contact:

Joyce Teo – info@australiancentre.com.au

+61 3 9666 1050.