At the Wilson Asset Management presentation in Sydney yesterday, Portfolio Manager, Matt Haupt identified two big themes for the years ahead. Firstly, with mandated superannuation contributions set to increase from 9.5% to 12% over the next decade, superannuation is one of the few areas with reliable growth. Secondly, few would argue that the march towards a cashless society is anything but unstoppable at this point, creating opportunities for innovative companies to carve out a piece of new markets. I’ve provided some edited notes from the presentation below, which includes his discussion of these two themes plus three stocks from their top 10 holdings.