Financial Services Forum

Thursday 26 August 2004

Opening Address

Martin Stevenson, Institute Vice President

Plenary 1

Industry Overview
William Ammenstrop
Andrew Gale
Simon O'Regan

Concurrent 1

Retirement Income Policy
John Maroney
Presentation

Market Consistent Valuation
Anton Kapel
Presentation

Financial Modelling of Project Financing Transactions
Robert J Lawrence
Presentation Paper

SMSF Issues
Cohan Watson
Presentation

Mortgages – Offering Actuarial Insight
James Hickey
Presentation

Concurrent 2

Financial Planning – The Education of The Qualified Actuary
Howard Pitts
Presentation Paper

Embedded Liability Options/Asymmetric Outcomes
Presentation

Equity and Unitised Investment Products
Jules Gribble
Presentation Paper

Asset Allocation in Light of Liability Management
David Service, Jin Sun
Presentation Paper

Plenary 2

Insurance Company Analysis and Rating
Arjan Van Veen, Donovan North
Presentation

Concurrent 3

Basel II
Caroline Bennet
Presentation

Robust Financial Planning
Synopsis

benefit Projections
John Burnett, Darren Wickham
Presentation Paper

Review of Target Surplus Policy and Possible Future Development Management
Robert Daly
Presentation

Forum Dinner

Special Guest Speaker

Friday 27 August 2004

Plenary 3

International Accounting Standards – "The Big Picture"
Chris Lewis, Greg Martin

Concurrent 4

Super Licensing/Super Saftey
Helen Martin
Presentation

How Climate Change is Impacting Financial Service
Martin Hickling, Elayne Grace
Presentation Paper

Update Report From the Life Risk Insurance Committee

Coping with Investment Volatility
Paul Scully
Presentation

Capital Management in Conglomerates
Jennefer Lang, Mark Young
Presentation

Concurrent 5

IFRS – Insurance and Investment Products
Taskforce
Presentation

Current Superannuation Issues Including Family Law
Nick Callil, Susan Antcliff, Mike Murphy
Presentation

Scale of Longevity Risks for Pension and Life Annuity Providers
Henry Jin
Presentation

Financial Planning and Behavioural Science

Asset – Liability Management in Asia – A Survey
Paul Carrett
Presentation

Concurrent 6

Projection of the Future Market for Superannuation
Jennifer Lang, Richard Saggers
Presentation

Risk Measurement/Risk Management
Steve Nagle, Grant Peters, Mark Young
Presentation Credit Risk – Tools of Trade

IAS 19

Plenary 4

Corporate Governance
Chris White

Closing Remarks

Andrew Gale, Institute Vice President