Jun 12, 2018 - Jun 13, 2018 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

Investment data governance and management conference.

12th June 2018 - Day 1

Participants registration and refreshments.

Chairman’s address to the gathering.

Opportunities and challenges in data governance in investment management in an ever expanding and more complex data driven world.

  • Addressing regulatory and standards requirements in data availability, usability, integrity and security
  • Working responsibly through an embedded code of practice
  • How data can drive innovation, productivity and competitiveness
  • Embracing a holistic approach to DG encompassing people, processes and tools
  • Emerging role of the CDO
  • Future directions


  • Paul Mccarney, CEO, Data Republic
  • The data management challenges themselves—ensuring data quality, consistency, availability and accessibility
  • New technological developments
  • New challenges that are really driving innovation and shaping technological advances in the world of data management
  • Business processes and technologies to put in place to satisfy regulatory obligations
  • Technology Disruption


  • Mark Rubenfeld, Eagle Investment Systems

Refreshments and Networking opportunity for participants.

  • Bringing people, processes and tools together
  • Building a data glossary
  • Education and skills training on standards, policies, practices, tools etc
  • Creating a culture of accountability
  • Establishing controls and performance measurement
  • Keeping governance program relevant and sustainable


In-sourcing investment management and impact on data ownership and governance responsibility.


  • Andy Barrow, SVP, Rimes Technologies

Meeting regulatory and compliance requirements through a strong data governance framework.

  • Review of Aust Govt policies and recommendations for data collection and usage
  • Meeting challenges of stringent global regulations ie BCBS 239, MiFID, MiFiR, Basel 111- 1V
  • Strategies and tools for effective DG planning and compliance monitoring and reporting across processes and business units

Lunch and Networking opportunity for participants.

How the new mandatory data breaches scheme and the EU GDPR will affect your business.

The new Notifiable Data Breaches Scheme and the EU General Data Protection Regulation require business to take a proactive approach to privacy and data protection or face potential substantial fines. Mandatory data breach notification, robust governance and accountability systems for information security, data privacy, prompt detection of data breach and reporting to regulators are now required. Businesses need to ask themselves:

  • What is a notifiable data breach?
  • Are you ready to comply with the Australian Information Commissioner’s assessment and notification process?
  • Is your data breach response plan compliant?
  • Do you understand why Privacy/Data Impact Assessments are now necessary?
  • Does or could the new EU General Data Protection Regulation (GDPR) apply to your business?
  • Governance and accountability key requirements of GDRP – what is needed?
  • Bottom line benefits of robust Governance of Privacy and Data Protection


  • Sue Bennett, Principal, Sibenco Legal & Advisory & Co-founder and Director of Information Governance ANZ


  • Michelle Pinheiro, Head of Enterprise Data Governance, ANZ Bank

Refreshments and Networking opportunity for participants.

  • Developing appropriate metrics and benchmarks to measure DG performance across data processes and functions
  • Establishing well defined roles and responsibilities across the organisation
  • How a holistic view of people, process and tools will engender better DG outcomes


  • Naresh Subramaniam, Director, Erasmus

Building a culture that’s on-board with DG and its ramifications in organisational change and heightened accountability awareness.

  • Getting top down and bottom up approval
  • Moving away from siloed approach to problems to more collaborative
  • Establishing consistent rules, policies and procedures across departments and Business Units
  • Demonstrating value of the program
  • Implementing Incentive based reward system and leadership development program


  • Bruce Russell, Director, Shoreline
  • Closing remarks from the Chair and vote of thanks by the Chairman
  • Networking Drinks

Attendee Information


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Upcoming Events

  1. Unit Pricing 2018 Forum

    May 21 @ 8:00 am - May 23 @ 5:00 pm
  2. Future Social Media Strategy 2018 Forum

    May 31 @ 8:00 am - June 1 @ 5:00 pm
  3. Data Governance 2018

    June 12 @ 8:00 am - June 13 @ 5:00 pm
  4. Compliance Culture & Conduct Risk in Financial Services Forum 2018

    June 18 @ 8:00 am - June 19 @ 5:00 pm
  5. Fund Tech 2018

    July 25 @ 8:00 am - July 26 @ 5:00 pm

About Us


IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.



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Phone: (+61 2) 9896 0776
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