HYBRID EVENT
FORUM
6th ANNUAL Invest -Ops AustraliaInvestment Operations Challenges 2023 Forum
20th-21st September, Novotel Central Sydney
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About The Event

This annual Forum is focussed exclusively on the Investment Operations function of both large and small organisations. It provides an ideal introduction for delegates who are relatively new to Investment Operations as well as providing the opportunity for experienced players to hear from and network with their peers.

The speakers represent industry experts with decades of hands-on experience who will share their experiences and insights with the delegates.
Topics at this year’s Forum include investment valuations that have been the subject of much media speculation, the critical role of the custodian and the impact of emerging technology.
As superannuation fund mergers continue to emerge, we examine some of the many issues involving the Investment Operations team in the process.

Numerous other technical and operational issues will be discussed in panel sessions and many speakers will be available for discussion during the networking sessions throughout the event.

Topics Covered for 2023 Forum:
  • Future -proofing your investment operations
  • The role of the custodian in supporting in house investments
  • Why an understanding of the basics of investment performance measurement and attribution analysis would enhance the performance investment operations staff
  • Valuation of investment assets
  • The impact of infrequent asset valuations on investment operations and investment performance and risk measurement
  • Where the investment operations team can provide alpha
  • Reducing the cost and complexity of supporting alternatives
  • Better ways to manage fx from the investor’s perspective.
  • Striking an optimal balance: in-house & outsourcing
  • New trends in operational due diligence
  • Technology innovation & automation
  • Key issues to consider in fund mergers
  • Building cyber resilience in asset management
  • Evaluating investment risk through the eyes of the investment manager and the asset owner
  • Explaining the differences in funds’ securities lending returns
  • Eempowering multi-asset front-to-back investment operations
  • The real use cases for blockchain and dlt in the asset management sector
  • Custodian and depositary banks: an outlook of the industry
  • The implications of esg investing on the back office
  • Shaping the future of data & anlytics innovation
  • The future superannuation fund middle & back office

“Strategies on Future-proofing your investment operations”

Early Invited Speakers include:
Learn speakers of the 6th ANNUAL Invest -Ops Australia - Investment Operations Challenges 2023 Forum
Head of Investment Operations and Service Delivery, Aware Super
Senior Manager Capital Markets Support, ART
Head of Investment Operations at Bennelong Funds Management
Senior Manager, Investment Accounting and Operations, Funds SA
Head of Fund Operations at Generation Life
Consultant – Implemented and Operational Consulting, JANA
Manager, Investment Operations at Funds SA
Country Manager, Financial Risk Solutions (FRS) Ltd
Chief Operating Officer, AlphaCert Labs
Head of Product, Investment and Fund Processing, Milestone Group
Research Director, Conexus Institute and Associate Professor, ANU
Executive Director, The Conexus Institute
Independent Consultant & Advisor
Executive Consultant, Former Head of Business Operations at Eastspring Investments
Former Director, Assurance and Advisory, Deloitte Touche Tohmatsu
Managing Director Head of Regulatory and Tax Services, APAC, State Street
Principal, Jefferson & Shea Impact Strategists
Director, Technology Consulting, Ernst and Young
Partner Financial Services, Ernst & Young
Director, Operational Risk, Battleground Group Pty Ltd
Managing Director at CXi Software
Associate Director, Kaizen Recruitment
Director, Consulting Services, Australia, Cutter Associates
Senior Consultant at Cutter Associates
Senior Sales Director at SS&C Technologies
Head of ESG Australia and New Zealand at ISS ESG Australia
Founder and CEO, Castle Hall Diligence
Partner I M&A I Valuations & Modelling at Deloitte
Chief Commercial Officer (CCO), ICS
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6th ANNUAL Invest -Ops Schedule
Learn schedule, program and topics of the 6th ANNUAL Invest -Ops Australia - Investment Operations Challenges 2023 Forum

Delegate Registration & Coffee

8:55 OPENING REMARKS FROM CHAIR

STEPHEN HUPPERT
Independent Consultant & Advisor

• What are the major market trends & challenges?
• Evolving technology landscape: Improving
Investment Operations process & performance
• Building the next generation operating modelswhat should me the major considerations?

1. Technology
2. Regulatory demands
3. People
4. Process

BRIAN O MARNAIN
Head of Investment Operations at Bennelong Funds Management

KELLY HOWLETT
Manager, Investment Operations, Funds SA

MODERATOR:

ALAN ARTYUN
Principal, Artyun Consulting

• Operating models for large fund size
• Advantages, disadvantages and challenges of size
• What is required to succeed at scale
• Can smaller funds compete

ASSOCIATE PROFESSOR GEOFF WIARREN
Fund Convenor, ANU Student Managed Fund The Australian National University

• The key difference between price and value
• The drivers of asset valuations – fundamentals or emotion
• The issues with valuations of unlisted assets
• Arbitrage opportunities with infrequent asset valuations
• Why valuations of listed assets have a disconnect with valuations of unlisted assets

PETER KIRIEVSKY
Director at Deloitte Australia

DAVE PEARSON
Partner I M&A I Valuations & Modelling
at Deloitte

10:40 MORNING COFFEE & NETWORKING

• Why a high weighting of unlisted assets may lead to inappropriate assumptions about investment risk
• Looking through the risk and return parameters to the less well understood characteristics of unlisted assets
• The impact of insourcing on investment performance measurement
• The critical need for timely and accurate data from the custodian
• The potential future role of the custodian in helping address the issues

MODERATOR:

STEPHEN HUPPERT
Independent Consultant & Advisor

PANEL MEMBERS:

DAVID BELL
Executive Director, The Conexus Institute

DAVID MILLAR
Partner, Financial Services Consulting, Ernst & Young

• Defining the space and opportunity for automation – what exactly are we solving for?
• Asset Allocation – the challenge of reporting IBOR positions based on ABOR ownership
• Privately held assets – insourced, outsourced or hybrid operations
• Accuracy in your Fund Structure – Cash and Instruction Management is the key to an efficient source of truth
• Production Management or Data Management – the right solution to which problem exactly?

MARK NEARY
Head of Product, Investment and Fund Processing, Milestone Group

12:40 LUNCH BREAK & NETWORKING

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