REDmoney Events - IFN ROADSHOW AUSTRALIA

AUSTRALIA

Victoria University, Melbourne

7^th May 2013

A relatively newcomer to the world of Islamic finance, Australia is now making waves with the emergence of Shariah compliant funds, Islamic focused financial institutions and strong support from the regulators. The first Roadshow in Sydney and the second and third in Melbourne all attracted strong local support including that of the State of Victoria Government. Each event attracted audiences in excess of 120 and we believe this is truly a market to watch over the coming years.

Confirmed Speakers

Akhtar Kalam - Chairman, Muslim Community Co-operative Australia
Almir Colan - Director, Australian Centre for Islamic Finance
Andrew Leamon - Director, Trust & Agency Services, Deutsche Bank, Hong Kong
Ariff Sultan - Regional Director (Asia), IdealRatings
David Anderson - Portfolio Manager, First Guardian Super
David Wood - Partner, King & Wood Mallesons
Fatmir Badali - Partner, Gadens
Dr Hayat Khan - Director, Islamic Finance Programme, La Trobe University
Hilton Wood - Chief Representative, Doha Bank, Australia
Hugh Moor - Director, Department of State Development , Business and Innovation, State Government of Victoria, Australia
Imran Lum - Associate Director, Islamic Capital Markets, National Australia Bank
Issam Eid - Co- Founder, Crescent Wealth
Dr Jikon Lai - Lecturer, International Relations, The University of Melbourne
Ken Atchison - Managing Director, Atchison Consultants
Ken Waller - Chairman, Financial Services Advisory Board, Australian APEC Study Center
Khurram Abdullah - Head of Asset Management, Dar Al Sharia
M Rusydi - Director, SGI - Mitabu
Dr Muhammad M Khan - Marketing Director, Islamic Co-op Finance Australia
Nail Aykan - General Manager, Islamic Council of Victoria

Agenda

08:00 - 09:15

Registration and Refreshments

09:15 - 09:30

Welcome Address
Hugh Moor - Director, Department of State Development , Business and Innovation, State Government of Victoria, Australia

09:30 - 10:15

Session One: Islamic Finance in Australia: Laying the Groundwork for Long Term Growth

Building on the growing demand for ethical and responsible investment funds
Capitalizing on Australia’s key competitive advantages as an Islamic investment destination: mature regulatory environment, energy and mining assets, supportive infrastructure
Examining notable transactions in 2012 and why they succeeded: SGI-Mitabu Sukuk, Crescent Wealth Superannuation Fund
Benefiting from the growth in emerging markets and greater access to these new markets
Pursuing investment flows from the Middle East: How can Australia distinguish itself from its Asian counterparts
Does Australia have the political will required to make it a key player in the Islamic finance space?

Moderator:	Dr Jikon Lai - Lecturer, International Relations, The University of Melbourne
Panelists:	Akhtar Kalam - Chairman, Muslim Community Co-operative Australia Almir Colan - Director, Australian Centre for Islamic Finance Ariff Sultan - Regional Director (Asia), IdealRatings Hilton Wood - Chief Representative, Doha Bank, Australia

10:15 - 10:45

Case study: SGI-Mitabu AU$100 million Sukuk

Panelist:

M Rusydi - Director, SGI - Mitabu

10:45 - 11:15

Break & Networking

11:15 - 12:00

Session Two: Developing Australia’s Potential as an Islamic Investment Destination: Opportunities and Challenges

Prospects for sovereign and corporate Sukuk issuances in Australia
Capitalising on Australia’s commodities offerings as viable Shariah compliant asset classes
Project and infrastructure finance and opportunities offered in Australia
Sukuk roadblock: Addressing the crucial issue of capital gains tax on issued certificates and additional transaction costs in asset transfers
Is a cohesive legislative and tax framework in the pipeline and what does its absence mean for potential issuers
What impact will MySuper have on developing Shariah compliant super funds

Moderator:	Khurram Abdullah - Head of Asset Management, Dar Al Sharia
Panelists:	Andrew Leamon - Director, Trust & Agency Services, Deutsche Bank, Hong Kong Fatmir Badali - Partner, Gadens Imran Lum - Associate Director, Islamic Capital Markets, National Australia Bank Ken Waller - Chairman, Financial Services Advisory Board, Australian APEC Study Center

12:00 - 13:15

Lunch

13:15 - 14:00

Session Three: Developing Innovative Islamic Asset and Fund Management Products For the Australian Market

Exploring new opportunities and trends in Islamic asset and fund management - Social impact investing and ‘ethical’ funds
Challenges facing the Islamic asset management industry: developing attractive product propositions and effective distribution strategies
Impending launch of the Islamic ‘Super’ and what it will mean for Islamic retail investors and ethical investors
Growth of private investment funds, managed funds and wealth management
Market outlook for Islamic exchange traded funds and private equity funds
Assessing the potential for Islamic property funds and i-REITs

Moderator:	Fatmir Badali - Partner, Gadens
Panelists:	Issam Eid - Co- Founder, Crescent Wealth Ken Atchison - Managing Director, Atchison Consultants Khurram Abdullah - Head of Asset Management, Dar Al Sharia Dr Muhammad M Khan - Director, Islamic Co-op Finance Australia Ltd (ICFAL) & Chief Executive, Halal Australia Trust

14:00 - 14:15

Presentation: Outlook for Shariah Compliant Superannuation Funds in Australia - Opportunities and Challenges
David Anderson - Portfolio Manager, First Guardian Super

Download presentation

14:15 - 15:00

Session Four: The Way Forward: Crucial Steps to Advance Australia’s Islamic Finance Initiatives

Emergence of foreign banks in the domestic Islamic finance space - what impact will this have on how the market develops
The need for a full fledged tax and regulatory framework for Islamic finance in Australia
What’s in the pipeline for 2013 and how can market players realize potential opportunities
Moving beyond Shariah-compliant cooperatives: Factors impeding the development of full fledged Islamic financial institutions and how these might be overcome

Moderator:	Ariff Sultan - Regional Director (Asia), IdealRatings
Panelists:	David Wood - Partner, King & Wood Mallesons Dr Hayat Khan - Director, Islamic Finance Programme, La Trobe University Nail Aykan - General Manager, Islamic Council of Victoria