conference
ANNUAL IOC 2022Investment Operations Challenges Conference 2022
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About Annual IOC 2022
“Exploring the issues affecting the back and middle office and ways to optimise your investment operations and improve efficiency”
Topics Covered Include:
  • Current Challenges Facing the Investment Operations Functions and Challenges for the Future
  • Managing the relationship with the Front Office
  • Self invest investment options
  • Automation in the Back Office
  • Automation of Process in Investment Operations
  • Operational risk management
  • Novation and assignment of IMAs during a merger
  • Custodian review and tender
  • Insourcing & Outsourcing – Finding the right balance for maximum operational efficiency
  • Empowering Multi-Asset Front-to-Back Investment
  • Why Mergers don’t always lead to scale benefits
  • The implications of ESG investing on the Back Office
  • Designing end to end operations to be fit for purpose and support long term strategy for middle office excellence
  • Trends in operational due diligence
  • Managing a career in Investment Operations

“Exploring the issues affecting the back and middle office
and ways to optimise your investment operations and improve efficiency”

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Annual IOC 2022 Schedule
Learn schedule, program and topics of the Annual IOC 2022.

KYLE RINGROSE
Principal consultant, Athena IOC

• The relevance of a Service Level Agreement with internal clients
• The Relationship Manager role for Back Office staff in managing Front Office expectations
• Managing the fine line between the role as service provider and role as policeman
• The critical role of formal feedback from the Front Office
• When to say “NO” to Front Office requests

• Why superannuation funds offer “self invest” options
• Some key benefits of “self invest” to fund members
• “Self invest or self managed super funds (SMSFs)? The pros and cons
• The implications for the investment operations team
• Tax implications

10:50 MORNING COFFEE & NETWORKING

• Cash allocation
• Cash forecasting
• Reconciliations
• Unit pricing validation
• Systems integration

• The checklist for desk top reviews
• The risks of not undertaking on site reviews
• The potential conflict of interest for Front Office only due diligence
• The different levels of risk with different types of investment assets
• The custodian’s role in mitigating operational risk

Updating on the trends within operational due diligence

14.30 – 15:00 AFTERNOON TEA & NETWORKING

• The need for a novation or assignment of IMAs
• The key differences between novation and assignment
• Getting buy in from external managers
• Potential risks of failure to novate or assign IMAs before a merger
• How IMAs should be structured to facilitate simple novation or assignment

• How open should a comprehensive custodian review be conducted
• What are the signs that a full custodian review is required?
• How long should a comprehensive review take
• What are the basic steps in completing a review?
• The pros and cons of full or partial outsourcing the review
• Are the risks of a custodian transition fully appreciated?
• What can be done to minimize these risks?

17:00 - 18:00 1 HOUR NETWORKING DRINKS

• Strategic priorities for investment operations
• Supporting the Front Office
• Managing alternative investments
• Front to Back Office system consolidation

KYLE RINGROSE
Principal consultant, Athena IOC

• Why it won’t happen unless you make it happen
• Push back from investment managers
• The impact of YSFS
• Rationalisation of internal resources

10:30 MORNING COFFEE & NETWORKING

• What is ESG investing?
• The impact on member choice options
• Building the Back Office infrastructure to support ESG investing
• The potential impacts on compliance monitoring
• Engaging external managers in the process

• The challenges of fragmented and siloed data
• Simplifying the data environment
• How to gain seamless access to trusted data
• The foundational function of data management

12:30 - 13:30 LUNCH BREAK

• Desirable academic qualifications
• Individual talents best suited to Investment operations
• The breadth of opportunities
• Is Investment Operations a career in itself, or a pathway to somewhere else?
• What employers are looking or in a perfect CV

Annual IOC 2022 Resource
Download a copy of the event brochure and know more about the venue.
Registation Packages
Learn about registation Prices and offers for Annual IOC 2022.
IN-PERSON ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
EARLY REGISTRATION : Register before 18th December
$2195 + GST

save $600

IN-PERSON ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Discount Rate : Register before 30th April
$2495 + GST

save $300

IN-PERSON ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Normal Registration : Register after 30th April
$2795 + GST

An event not to be missed!

IN-PERSON ATTENDANCE REGISTRATION COST: GROUP TEAM REGISTRATION:

GROUP TEAM REGISTRATION - Register & pay for 3 delegates & get unlimited registrations* (*Can attend in-person or virtually )

VIRTUAL ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
EARLY REGISTRATION : Register before 18th December
$1790 + GST

save $200

VIRTUAL ATTENDANCE REGISTRATION COST: SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Discount Rate : Register before 30th April
$1890 + GST

save $100

VIRTUAL ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Normal Registration : Register after 30th April
$1990 + GST

An event not to be missed!

VIRTUAL ATTENDANCE REGISTRATION COST : GROUP TEAM REGISTRATION:

Register & pay for 3 delegates & get unlimited registrations* ( *Can ONLY attend virtually )

Click on the button below and fill the form to confirm your registration.

25
Speakers
186
Days
251
Participants
20
Sessions
1
Venue
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