9th-10th September, Central Sydney Hotel
2025
8th Annual Invest-Ops Australia -Investment Operations Challenges 2025 Forum
Future strategies on future-proofing your investment operations”
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Investment Operations Australia 2025 Forum offers sponsors an excellent opportunity to demonstrate thought leadership and leverage networking opportunities to build brand-value amongst your target audience. If you would like to know more about sponsorship, exhibition and business development opportunities please just get in touch with us – sponsorship@ibrc.com.au

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Event Schedule
Learn schedule, program and topics of the 8th annual Invest-Ops Australia Investment Operations Challenges 2025 Forum

DELEGATE REGISTRATION & COFFEE

Opening Keynote Address:

• 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?

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

• 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?

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?

• 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

12:50 LUNCH & NETWORKING

• Ensuring data integrity, lineage and oversight in high-stakes reporting environments
• What are the foundational elements of a robust data governance framework?
• How can data governance reduce operational risk and improve decision-making?
• What technologies and practices support scalable governance models?

• 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

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?

• 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?

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.

CLOSING REMARKS FROM THE CHAIR

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

DELEGATE REGISTRATION & COFFEE

• Operational challenges in implementing sustainability frameworks
• Data management for ESG reporting and compliance
• Measuring and reporting on impact investments
• Regulatory developments in sustainable finance

• Balancing cost pressure with the need for innovation and resilience
• How can ops teams find efficiencies without increasing operational risk?
• What levers—people, processes, platforms—deliver the greatest ROI?
• How are leading funds justifying investment in operations transformation?

• Beyond the hype: Real-world applications of tokenization in 2025
• Operational considerations for digital asset custody
• Regulatory compliance in the tokenized securities landscape
• Integration challenges with traditional investment systems

11:10 MORNING COFFEE & NETWORKING

• Evolving cyber threats targeting financial services
• Cloud security considerations for investment operations
• Regulatory expectations for digital operational resilience
• Building cyber incident response capabilities for investment operations

• Keeping up with tax reporting, attribution, and cross-border compliance
• How are teams managing tax risk and reporting across asset classes and jurisdictions?
• What tools can improve accuracy and timeliness of tax calculations?
• How do tax and ops teams best collaborate?

12:50 LUNCH & NETWORKING

• Operational accuracy and insight in performance analytics
• What are the operational challenges in delivering timely, accurate performance data?
• How do ops teams ensure transparency and trust in performance reporting?
• How is technology improving attribution across multi-asset portfolios?

• Getting more value from third-party service providers
• What governance and oversight models drive accountability and performance?
• How do you manage data dependencies and handoffs with custodians?
• What SLAs and KPIs really matter?

14:40 AFTERNOON TEA

• Resourcing and leadership in operations – the changing talent profile
• What capabilities are most in demand for modern investment operations teams?
• How can firms attract and retain top operational talent?
• What new leadership and team structures are emerging post-pandemic?

• Scaling operations for increased private market allocations
• Data management challenges across illiquid asset classes
• Valuation and transparency considerations
• Technology solutions for private markets operations

• Addressing the difficulties in accessing reliable, consistent, and comparable climate-related data across asset classes and geographies
• Operationalising Regulatory Frameworks
• Integration with Risk and Performance Systems
• Reporting Transparency and Stakeholder Expectations

Closing Remarks From The Chair

Registration Packages
IN-PERSON ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 30th May 2025
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th July 2025
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION - NORMAL Registration:
Register after 30th July 2025
$2895 + GST
IN-PERSON ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION

Register & pay for 3 delegates with normal rate & get unlimited registrations*
(*Can attend in-person or virtually)

VIRTUAL ATTENDANCE REGISTRATION - Super Early Bird Registration:
Register before 30th May 2025
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th July 2025
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - NORMAL Registration:
Register after 30th July 2025
$1995 + GST
VIRTUAL ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION

Register & pay for 3 delegates with normal rate & get unlimited registrations*
(*Can only attend virtually)

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