Nick Callil and Dante De Gori: Over the policy horizon

The Productivity Commission has started the journey to understanding how the superannuation system can deliver sustainable retirement incomes. This session looks at how to deliver clear objectives that cater to diverse circumstances of retirees, especially as the economy and financial markets experience extreme strain. The session considers the immediate challenges with unemployment, early access to super and the advice gap as anxieties mount.

Speakers: Nick Callil, head of retirement solutions, Australia, Willis Towers Watson and Dante De Gori, chief executive, Financial Planning Association

Moderator: Matt Smith, director of retail content, Conexus Financial 

Length: 42 mins

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The twin forces rewriting the rules of investing

The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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Long-term investors can help break VC’s short-term trap

The short-term investment focus of venture capital investors and the withdrawal of government funding are opening the door to asset owners as providers of patient, long-term capital to fill an investment void, the Top1000funds.com Fiduciary Investors Symposium has heard.

TPA is in the eye of the beholder

Total portfolio approach is not a method, it’s a mindset, according to University of Toronto finance Professor Redouane Elkamhi. Also a senior advisor to HOOPP, Elkamhi said he would summarise TPA in one sentence: "How to be prepared for different market conditions."

Federal threats undermine Massachusetts’ edge, warns state treasurer

Massachusetts treasurer Deborah Goldberg warned that the state’s key strengths – including its higher education institutions and progressive social policies – are being targeted by the federal administration. She urged support from investors as federal funding for innovations and research wanes.

What it means if ‘DNA is not destiny’

Geneticist David Sinclair says aging is a disease and it is preventable and treatable. He told the Fiduciary Investors Symposium that research demonstrates we can slow down or even reverse the aging process. It sounds like good news, but the consequences for society and the investment community are profound. 

FIS Harvard 2025: Photo gallery

Explore our photo gallery from FIS Harvard, May 19-21, 2025.

Investors reflect on whether active managers can escape the Magnificent 7

Active managers has been under stress for several years due to lukewarm performance commonly attributed to the rise and rise of large cap technology stocks and passive investing. However, investors at the Top1000funds.com Fiduciary Investors Symposium concluded that the root cause of that stress might be more complicated.

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