Jun 21, 2018 - Jun 22, 2018 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

Investment data governance and management conference.

21st 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


  • Kate Carruthers, Chief Data Officer, UNSW Planning & Performance – Chief of Staff Office Senior Lecturer (Adjunct) – School of Computer Science and Engineering, UNSW

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.

Engendering self regulated responsibility and accountability across the organisation.

  • Merits and challenges associated with the code of practice
  • Impact on finance industry
  • Implementing Code across the organisation
  • Getting stakeholders on board and committed
  • Keeping it relevant and sustainable


  • 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
  • Closing remarks from the Chair and vote of thanks by the Chairman
  • Networking Drinks

Attendee Information


Interested in speaking?


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Upcoming Events

  1. Investment Performance Training Courses

    April 16 - April 18
  2. Superannuation Funds Tax 2018 Forum

    May 15 @ 8:00 am - May 16 @ 5:00 pm
  3. Unit Pricing 2018 Forum

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

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

    June 21 @ 8:00 am - June 22 @ 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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Contact Info


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Phone: (+61 2) 9896 0776
Address: PO BOX 411, Wentworthville,
NSW 2145