sfbo
22Oct
Oct 22, 2018 -Oct 23, 2018 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

“Best practice insights on improving investment operations and efficiency across the whole back office ecosystem to drive resilience, flexibility and profitability in a complex and fast changing environment”

22nd October 2018 - Day 1

Participants registration and refreshments.

Chairman’s address to the gathering.

Chairman:

  • Importance of operational due diligence and risk reviews of Managers
  • Optimising technology to streamline and centralise processes
  • What major changes have we seen so far?
  • Implications for the Back and Middle office as funds continue to insource investment management
  • Is the current Investment Operations geared for investment management insourcing
  • The risks involved and risk mitigating strategies
  • How to construct a cost benefit analysis

Speaker:

  • Nick Wade, Director, Asia-Pacific Marketing, Northfield Information Services Asia Ltd.
  • How to ensure valuations are appropriate for unit pricing and performance measurement
  • Assistance with due diligence of new and existing unlisted assets. The balance between desk top and on-site reviews
  • Operational support for overseas entities in the unlisted assets structures
  • Key things the Back Office should look for in unlisted assets to mitigate investment risk

Refreshments and Networking opportunity for participants.

  • What is in the pipeline?
  • What is driving these changes?
  • How will these changes impact the Investment Operations team?
  • Is the focus on greater efficiency, risk mitigation or something else?

Panellists::

  • Paul Toepfer, Product Management APAC, SSGServices
  • Harpreet Ahuja,Vice President, Fund Services, Citi
  • Marko Milek, PhD, Managing Director, Head of Global  Exchange APAC, State Street Bank and Trust Company
  • Why does the Investment Operations team rely so heavily on the custodian?
  • Is current monitoring of custodian activities appropriate?
  • Should the Investment Operations team keep their own book of records?
  • An overview of potential system options for inhouse record keeping
  • What are the costs and benefits?

 Panellists:

  • Marko Milek, PhD, Managing Director, Head of Global Exchange APAC, State Street Bank and Trust Company
  • Drew Vaughan, Principal, Dymond, Foulds & Vaughan
  • Hayley Zhu, Business Development Manager,Milestone Group

Lunch and Networking opportunity for participants.

Speaker:

  • Hayley Zhu Business Development Manager,Milestone Group
  • The prospective rather than retrospective approach
  • How to tailor meaningful KPIs
  • The relationship between KPIs and remuneration
  • Traps to avoid with conflicts of interest with KPIs

Speaker:

  • Kyle Ringrose Principal, Athena IOC

Refreshments and Networking opportunity for participants.

  • What are the operational considerations as funds start to internalise IM?
  • What are the specific challenges in building operational capability?
  • What approaches might be taken in designing and implementing the operating model?
  • How can strong internal operational capability benefit the fund and what are the risks?
  • How do Australian Funds compare to international peers?
  • The risks involved and risk mitigating strategies
  • How to construct a cost benefit analysis

Speaker:

  • Chanelle Crabtree Director, Investment and Wealth Advisory, Assurance & Advisory Deloitte
  • Block chain
  • Artificial intelligence
  • Robotics
  • Automated data entry & data mining
  • These are some of the big technological trends set to radically disrupt the way the back-office teams of superannuation funds and their service providers do their jobs in the not-too-distant future.
  • Legislative trends – how does technology contribute?
  • Member engagement
  • 1Hr (4.45 – 5.45) Networking drinks

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. Superannuation Funds Tax 2018 Forum

    August 20 @ 8:00 am - August 21 @ 5:00 pm
  2. Fund Tech 2018- Superfunds Technology, Innovation & Disruption Forum

    September 4 @ 8:00 am - September 5 @ 5:00 pm
  3. Asset Segregation 1 Day Interactive Workshop

    September 19 @ 8:00 am - 5:00 pm
  4. Future Social Media Strategy: Public Sector Congress 2018

    October 15 @ 8:00 am - October 16 @ 5:00 pm
  5. Post Retirement Australia 2018 conference

    October 16 @ 8:00 am - October 17 @ 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.

Careers

 

Join IBR Conference and be part of a world class team of ambitious, talented people.

People who are consistently pushing the bounda- ries of innovation in the world of conferences, seminars and knowledge management.

View Careers.

Contact Info

 

We would love to hear from you and interact with you. Feel free to get in touch with us.

Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145