The superannuation sector, with over $3 trillion in management and expected to grow above $9 trillion by 2050, is facing a series of new challenges in the years ahead with volatile global markets and increased focus on the ESG issues as a result of the new regulatory investment guidelines for a post COP26 era.
Join industry leaders, the Chair of Australia’s largest super fund AustralianSuper Dr Don Russell and the Chair of Australian Retirement Trust Don Luke who together account for almost $500 billion dollars of capital under management, for insights on how super funds will pivot to successfully navigate for growth, including:
• Capital allocation to support infrastructure development, productivity, and
• Lessons learned from past periods of volatility, such as the Global Financial Crisis and Covid-19, to deliver long-term investments and returns;
• Building resilience for Australia’s superannuation members
• Navigating the changing shape of the sector; and
• Adapting to an increased member expectation around ESG issues and the opportunities ahead.
Don Luke, Chair, Australian Retirement Trust
Don Luke is the Chairman of Australian Retirement Trust and the Non-Executive Chair of For Purpose Investment Partners.
Don was previously Chair of the Queensland Investment Corporation for five years until March 2019, a Non-Executive Director of AMP Capital Investors Limited and AMP Capital Holdings for seven years until March 2014, and the Executive Director of the Community Services Commission for the Anglican Church in South Queensland for five years until August 2012. Prior to this role, Don was CEO of Sunsuper for ten years until May 2007, and prior to that AMP Qld Manager.
a Bachelor of Science (Maths and Physics) and a Bachelor of Arts (Economics and
Psychology). Don is a Fellow of the Australian Institute of Management and a
Member of the Australian Institute of Company Directors.
Dr Don Russell, Chair, Australian Super
Dr Don Russell was jointly appointed by ACTU Super Shareholding Pty Ltd and the Ai Group as an Independent Director of the Board on 2 May 2019.
Since June 2019 Don has been the Independent Chair of the Expert Assessment Panel which Considers applications from universities under the Australian Universities Job Protection Framework and from June 2018 Dr Russell has been a director of the Centre for Policy Development.
directorships include with CSIRO and Chair of State Super.
Dr Russell was the Chief Executive of the South Australian Department of the
Premier and Cabinet. Prior to that he was the Chief Executive of the Department
of State Development, a role he commenced in 2014.
roles include Secretary of the Federal Department of Industry, Innovation,
Climate Change, Science, Research and Tertiary Education; senior roles at BNY
Mellon Asset Management Australia and Sanford C Bernstein, as well as a
consultant to the World Bank, Bankers Trust, Westpac and as a Counsellor in the
Australian delegation to the OECD in Paris.
1993 and 1995 Don served as Australia's Ambassador to the USA in Washington and
between 1985 and 1993, and again in 1996, he was Principal Adviser to the Hon
Paul Keating both during his time as Treasurer and Prime Minister.
Don has a PhD from the London School of Economics, a MEc from ANU and a BEc (Hons) (First) from Flinders University as well as the Charted Financial Analyst designation
Dr Martin Fahy, Chief Executive Officer, Australian Superannuation Funds Association
Martin joined ASFA in November 2016 and was previously a Partner in management consultancy at KPMG, where he worked with clients across the financial services and other sectors to drive transformational change.
worked in a consulting and advisory capacity in the US, Europe, the Middle East
and Africa and Asia Pacific. He is a recognized thought leader in the field of
Shared Services, Business Process Outsourcing (BPO) and Finance Transformation.
He has presented at more than 500 industry and academic conferences and has
published five books, three monographs and numerous articles.
to 2011, Martin was CEO at the Financial Services Institute of Australasia (FINSIA)
where he led the organisation’s transformation post the sale of its education
business. Prior to FINSIA, he led strategy and development for the Chartered Institute of Management Accountants (CIMA) in Asia Pacific.
holds a PhD from the National University of Ireland, is a former senior Fulbright
scholar and has extensive research and policy experience from his time as an
academic. He is an Adjunct Professor at the University of Technology Sydney,
where he is also Chair of the Centre for Management and Organisational Studies
(CMOS) Advisory Board.
Karen Evans-Cullen, Partner, Gilbert + Tobin
Karen Evans-Cullen is a partner in Gilbert + Tobin’s Corporate Advisory group.
She has over 20 years’ experience as a strategic mergers and acquisitions and corporate advisory lawyer. Karen has acted in a number of Australia’s significant strategic corporate transactions, including a range of takeovers, schemes of arrangement, mergers, demergers, acquisitions and divestments, and equity capital raisings.
She advises clients on transactions across a broad range of industry sectors and is highly regarded for her ability to deliver innovative solutions to achieve her client’s objectives.
Karen has established a strong reputation for advising boards and management on corporate governance issues including governance practices and processes, risk management, board effectiveness, continuous disclosure, regulatory investigations, related party transactions, directors’ duties and executive remuneration.
Karen is a member of the Australian Takeovers Panel, a government appointed peer review body that regulates corporate control transactions in widely held Australian entities.
Karen has a Master of Laws (Distinction) from Georgetown University USA, which she completed as a Fulbright Scholar. She also has a Bachelor Laws (1st class Honours) from the University of Western Australia, and a Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia). Karen regularly guest lectures in takeover laws at the University of New South Wales and is a member of the Corporations Committee of the Law Council of Australia.
Prior to joining G+T in 2021, Karen was at PwC as Head of Corporate (Legal), and prior to that, was a partner at Clayton Utz for 15 years.