Please note that due to technical difficulties, within this video recording there is a 4-minute period where we are unable to hear Rajiv Jain, Chairman and Chief Executive Officer, GQG. For further insights into Rajiv’s views, please refer to the following article here

From an investment boom and ‘national champions’ to trade tensions, heavy regulation, de-coupling and de-globalisation; do the risks of investing in China’s deep and liquid markets now outweigh the potential benefits? 

Over the next 20 years, the energy transition will impact many facets of our lives, economy, and investments. Anand Jagannathan, a founding member of the Antin NextGen Infrastructure Team, and Kenneth Robertson, Head of Client Portfolio Management, Sustainable Investing, Robeco, will discuss their expectations of the energy transition, and how investors can support the transition through the lens of both private and public markets. 

AI applications are transforming industry and society, bringing benefits such as innovations and increased efficiencies. AI also comes with far-reaching implications for the economy, politics, mobility, healthcare, security, and the environment. Paul Bassat, Co-founder and Partner at Square Peg will discuss how AI is impacting emerging sectors and what it means for investors looking forward.

Discover the transformative impact of technology on agriculture, from increased yields and efficient resource usage to its future potential. This session will also explore the role of agriculture in combating climate change and fostering environmental sustainability through carbon credits and biodiversity offsets.

Recent advancements in AI related technology such as Large Language Models have rapidly increased its reach and mainstream utilisation potential. The panel of speakers for this session will seek to unpack the implications of AI development from multiple perspectives including how it can impact the world we live in, the investment industry, and ethical/ESG considerations. 

No two investors are the same. This statement is especially applicable when considering investors operating in different business environments. This session will consider what insurance, not-for-profit and family office investors are each individually contemplating for the construction of robust portfolios in the context of the current macro and technology environments. 

Cybersecurity threats, digital volatility, and information risk dispersion pose challenges for asset owners and investors that are more diverse and complex than ever before. Jason Anderson, CISO of Australian Retirement Trust, and Shameela Gonzales, Cybersecurity Expert at Cyber CX, will shed light on the current digital threat landscape, effective risk mitigation practices, and the impact of rapid technological advancements. 

A key organisation, GIIN (the Global Impact Investment Network), has created a definition for Impact investing that has been largely embraced by the industry: “Investments made into companies, organisations and funds with the intention to generate measurable social and environmental impact alongside financial return.” The panellists will discuss, from a practical perspective, how these three key criteria are reflected throughout their impact products. 

Australia’s critical minerals industry has a pivotal role in the global net zero transition and in supporting Australia to become a renewable energy superpower. How can investors seize this opportunity in a way that is economical and safeguards our local communities, water supplies, and biospheres?