DELEGATE REGISTRATION & COFFEE

STEPHEN HUPPERT
Independent Consultant & Advisor

• How operations are becoming strategic enablers in a fast-changing investment landscape
• What are the key forces reshaping investment operations in superannuation and funds management?
• How can operations evolve from a cost centre to a source of strategic value?
• What skills and capabilities will define tomorrow’s operational leaders?

STEPHANIE CRAIG
Senior Director Operations, SS&C Technologies

• Shifting from operational efficiency to operational excellence
• Building a culture of continuous improvement
• Measuring and benchmarking operational performance
• Creating stakeholder value through operational capabilities

MODERATOR:

SALLY SURGEON
Head of Client Services and Head of
Sydney office at The Northern Trust Company

PANEL MEMBER:

TREVOR MEISEL
Tech Consulting: Wealth & Asset Management, EY Oceania

LOUNARDA DAVID
Independent Consultant, Former COO IFM Investors

SHIRLEY WILSON
Head of Investment Operations & Performance Reporting, AMP

• Progress, pitfalls and practicalities of aligning front, middle and back office
• What are the critical components of an effective front-to-back integration strategy?
• What common challenges emerge during integration and how can they be overcome?
• What role do data models and platforms play in seamless operational alignment?

MODERATOR:

State Street Speaker TBA

11:10 MORNING COFFEE & NETWORKING

• Examples of intelligent automation in reconciliations, exceptions handling, compliance
• Where is AI currently delivering the most impact in investment operations?
• What are the risks and limitations of automation in complex workflows?
• How should teams build readiness for broader adoption of AI solutions?

CIAN O'DRISCOLL
Country Manager at Financial Risk
Solutions (FRS) Ltd

• Lessons learned from CPS 230 implementation
• What does operational resilience mean in the current investment landscape?
• How can resilience be embedded into business-as-usual operations?
• Evolving regulatory expectations for operational resilience
• Strategies for effective third-party risk management

MODERATOR:

SUSANNA CHAN
Partner Operational, Technology and Cyber Risk and Resilience, PwC Australia

PANEL MEMBERS:

GEHAN RANASINGHE
Manager - Investments Third Party Risk (Operational Due Diligence), AustralianSuper

KAREN GILBERT
Managing Director, Head of Risk Management, State Street Australia

STEPHEN COUTTS
APAC Product Development and Strategy, Citi

12:50 LUNCH & NETWORKING

• Essential elements of effective operational due diligence.
• Identifying and evaluating operational risks.
• Proven strategies and best practices for thorough due diligence.
• Real-world examples highlighting successful operational due diligence efforts.

• Creating a unified data architecture for investment operations
• How investment data management supports performance, risk, compliance, and decision-making
• What are the key elements of a modern investment data architecture and operating model?
• Advanced analytics and reporting capabilities

MODERATOR:

KATHY TAYLOR-HOFMANN
Principal Consultant, Novigi

PANEL MEMBERS:

STUART HILL
Program Manager, Active Super

SCOTT TAYLOR
Chief Operating Officer, AlphaCert Labs

14:40 AFTERNOON TEA

• Practical implications for settlement, custody, and reconciliation of crypto and tokenised assets
• What are the key operational risks in handling digital assets and tokenised securities?
• What infrastructure and skill sets are needed to support future growth in this space?
• How are global best practices emerging in this fast-evolving area?

MODERATOR:

MICHAEL MAVROMATIS
Partner, Holley Nethercote Lawyers

PANEL MEMBERS:

MARSHA LEE
Managing Director, Head of Australia
and New Zealand, Calastone

DEBORAH ALGEO
Managing Director, Global Solutions by Zodia Custody

Other panel member TBA

• Making engagement data meaningful and manageable
• How can investment operations teams support effective stewardship reporting?
• What are the logistical challenges in managing proxy voting across global markets?
• How do ops teams collaborate with responsible investment and ESG functions?

SCOTT HUDSON
Managing Director Australia & New Zealand, Georgeson

With growing regulatory scrutiny, the rise of AI and automation, evolving asset classes, and increasing demand for real-time data and reporting, investment operations are under
more pressure than ever. This panel will unpack how leading COOs, Heads of Ops, and Tech Strategists are preparing for 2025 and beyond — transforming legacy systems, navigating global compliance challenges, and embracing data governance and analytics to create agile, scalable operations.

LOUNARDA DAVID
Independent Consultant, Former COO IFM Investors

SHIRLEY WILSON
Head of Investment Operations & Performance Reporting, AMP

CLOSING REMARKS FROM THE CHAIR

17:00- 18:00 NETWORKING DRINKS (1 HOUR)