July 25, 2017 - July 26, 2017 Grace Hotel, Sydney

This independent, comprehensive and timely event aims to highlight the latest developments and future trends in innovation and technology as it applies to Australian Superfunds as they face a challenging era of increased regulatory scrutiny, competition, investment complexity, an expanding retiree sector, industry disruptors and heightened member expectations.

26th July 2018 - Day 2

Participants registration and refreshments.

Chairman’s address to the gathering.


  • Stephen Huppert, Consultant


Latest insights and updates into the expanding new breed of superannuation businesses and impact on traditional superfunds.


  • Josh Wilson, CEO, Grow Super
  • Dan Cohen, CEO/Founder, Flare HR

FinTechs don’t need to be a competitor, but can also present an opportunity for incumbent funds to augment their capability and customer offerings via partnerships more rapidly than is possible internally. There are however often some challenges in FinTech-Incumbent collaborations and often these arrangements can fail. We’ll explore what it takes to engineer a successful collaboration and some of the common pitfalls to avoid.


  • Clarissa Keil, Founder and CEO, Two Griffins
  • Josh Golombick, Co-Founder, Plenty Wealth

Refreshments and Networking opportunity for participants.

Digital innovation and agile are key to the FSI and Superannuation funds. This presentation leverages established case studies to illustrate the importance of managing agile transition and safeguarding regulatory and security issues.


  • Jeff Hunter, Director, Australia and New Zealand, Blueprint Systems
  • Key jobs to be done for IT Leadership
  • Data that shows how High-Performance teams are outperforming their low performing peers
  • Which competency areas need to be developed to evolve engineering effectiveness
  • How to evolve those competency areas
  • How to address concerns about organisational culture, change management, comms & engagement when going through a transformation program


  • Marcio Sete, Head of Technology services, Elabor8

Lunch and Networking opportunity for participants.

With the life-changing technologies behind artificial intelligence rapidly evolving, there are massive impacts on the global finance landscape, including for investment operations. Dr Catriona Wallace showcases how Wallace’s company, Flamingo AI, built a global software-as-a-service platform: cognitive virtual assistants named Rosie and Maggie, which companies with complex financial services products use to bolster online sales conversion rates in Australia and the US.

What does the future hold for investment operations now that AI is well and truly here? How can we keep ahead of competition and future-proof ourselves, too?



  • Dr Catriona Wallace, CEO and Founder, Flamingo AI

Custodian perspective on how superfunds can utilize data more effectively to meet investment performance objectives and improve member outcomes.


  • Marko Milek, PhD, Managing Director, Head of Global Exchange APAC

Refreshments and Networking opportunity for participants.

  • Taking a strategic and systematic approach to innovation
  • How it is measured, enabled and benchmarked?


  • Dan Taylor, General Manager, Innovation, TAL
  • Mergers, consolidation and potential lending capacity of traditional superfunds
  • Impact of competition from industry disruptors
  • Anticipated outlook for robo advice and AI and other emerging technologies
  • Changing demographics, workplace dynamics and financial expectations


  • Greg Einfield, Director, Plenty Wealth
  • Representative, Rice Warner
  • Closing remarks from the Chair and vote of thanks by the Chairman

Interested in speaking?


We are on the look out for insightful and unique speakers. Click here to send us your details - be sure to include your areas of interest.

Attendee Information


Upcoming Events

  1. Compliance Culture & Conduct Risk in Financial Services Forum 2018

    June 18 @ 8:00 am - June 19 @ 5:00 pm
  2. Fund Tech 2018- Superfunds Technology, Innovation & Disruption Forum

    July 25 @ 8:00 am - July 26 @ 5:00 pm
  3. Superannuation Funds Tax 2018 Forum

    August 20 @ 8:00 am - August 21 @ 5:00 pm
  4. Future Social Media Strategy: Public Sector Congress 2018

    August 29 @ 8:00 am - August 30 @ 5:00 pm
  5. Superannuation Fund Investment Operations Forum 2018

    September 17 @ 8:00 am - September 18 @ 6:00 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