Morningstar

A Morningstar Forum

Super funds and private assets

A perfect marriage?


Melbourne: Tuesday 6 May 2025 | 2 p.m. - 5 p.m.

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As Australian superannuation funds increasingly allocate to private assets, key considerations include managing growing competition, resourcing challenges, integrating ESG factors, and leveraging data and technology for competitive advantage. This discussion explores these critical topics, including the decision to insource management and how to navigate the complexities of private asset investments effectively that are unique to superannuation funds.

Join us for this exclusive boardroom-style discussion with key industry players on the future of private asset investing in superannuation.

Agenda


Agenda
Time
Session
Speaker(s)
2:00 p.m. Welcome and Introduction Matt Olsen, Director, Manager Research Ratings, Morningstar AU/NZ
2:10 p.m. Panel discussion Panellists: Seamus Collins, Chief Investment Officer, Team Super; Sandra Lee, Head of Private Markets, UniSuper; James McLean, Investment Manager - Private Capital, HESTA
3:50 p.m. Conclusion Matt Olsen, Director, Manager Reserch Ratings, Morningstar AU/NZ

Please join us for drinks and canapés at the end of the session.



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Speakers


Morningstar Hosts

Location

Melbourne

W Melbourne
Studio Room 1
408 Flinders Lane, Melbourne

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