Expert Speakers Include:

Kieran Netting

Chief Risk Officer, Statewide Super

Tahlia Parrish

Head of Risk, Equipsuper

Kyle Ringrose

Principal, Athena IOC

Following retirement from full time work as Head of Investment Operations at QSuper Kyle is available for short term financial services consulting opportunities, particularly in the superannuation industry. Kyle is keen to help other organisations leverage his skills and experience.

Bradley Brown

National Manager Strategic Intelligence and Policy, AUSTRAC

Bradley is the National Manager Strategic Intelligence and Policy at AUSTRAC. His is responsible for delivering operational policy outcomes which support AUSTRAC, its partner agencies and industry while leading research to assist in the understanding of emerging risks in the AML and CTF environment.

Dr Gavriel Schneider

Group CEO Risk2Solution

A proven entrepreneur and business leader, with extensive experience in risk management, security, safety and business. He is an innovator and leader who has the capability to transition between strategic and operational requirements effectively. His goal is to consistently grow and improve himself whilst working with others to help them achieve their objectives.

Laurence Irlicht

Ecutive Director Indexed & Quantitative Equities, IFM Investors

Laurence is the Portfolio Manager for the Global Indexed Equities and Better Beta portfolios. Additionally, he undertakes research for all Indexed Equities and Better Beta portfolios.  His experience extends across the research, construction and management of systematic investment strategies.

Bryan Whitefield

Director, Bryan Whitefield Consulting

Bryan helps organisations find opportunities to ensure their success by reframing risk, and he works with risk management teams to increase their influence with key decision makers. Bryan is certified by the RMIA as a CCRO – a Certified Chief Risk Officer and was RMIA President from 2013 to 2015. He is author of DECIDE: How to Manage the Risk in Your Decision Making published in November2015 and Winning Conversations: How to turn red tape into blue ribbon.

Mark Archer

Director, Deloitte

Mark joined Deloitte as part of the Morse Consulting acquisition bringing his expertise and knowledge around the design of operating models for investment and wealth managers. He has worked with the team to develop product sets and service models around operational risk management of outsourced investment managers for asset owners.

Theo Vosnidis

Head of Operational Risk, Asia-Pacific, Vanguard Investments Australia Ltd

Theo provides strategic direction for global risk management programs in the Investment Management Group (IMG) through design, governance of operational risk management strategies and is responsible for the leadership and oversight of the IMG OperationalRisk function across multiple disciplines for Asia-Pacific. Prior to joining Vanguard in November 2011, Theo’s held the role of Head of Risk ANZ Private Wealth. Theo has extensive experience within Operational Risk, Regulatory Compliance and Credit Risk across Mortgage Lending, Insurance, Asset Finance, Asset
Management, Margin Lending and Stockbroking with the ANZ Banking Group. Theo holds a Bachelor of Business (Banking and Finance) from Monash University. Vanguard-With more than AUD $5.7 trillion in assets under management as of 30 June 2017, including more than AUD $1 trillion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for more than 20 years.

Brett Elvish

Founder and Director, Financial View Point

Brett is the founder of Financial Viewpoint established in 2007 to provide business and operational management advice for multi-manager investors and their service providers. He has more than 30 years’ experience on investment management and consulting. He is the Advisor to some of Australia’s largest asset owners and asset managers over more than 20 years, former Chairman of CIMA Society of Australia Investment Management Consultants Association Australia, Deputy Chairman, SFA Economics and Investment Policy Council and CFA charter-holder, B.Com., MBA.

Sheela Veerappan

Product Manager Paraport

Terri Clementson

Principal,Fincrime Australia

Terri works in financial crime strategy, risk mitigation effectiveness & operations performance across emerging markets – primarily with Australian Banks and multinationals. Her strategy specialisation is corporate fraud; money laundering; economic sanctions; bribery & corruption and controls subversion.

Natasha Hall

Managing Director, Hall Advisory Services Pty. Ltd.

Natasha has extensive practical experience in risk management and regulatory compliance across the financial services sector, including senior positions at Hall Advisory, KPMG Australia, S&P Global Ratings and APRA. Natasha is also currently appointed to ANZIIF’s Risk Management Faculty Advisory Board. Natasha holds a MBA (Executive), Master of Applied Finance, Master of Insurance and Risk Management, Bachelor of Commerce and certification as a Professional Risk Manager with PRMIA

Susan Bennett

Principal Sibenco Legal & Advisory

Susan is the Principal of Sibenco Legal & Advisory and Co-founder & Director of Information Governance ANZ (IGANZ). With twenty-five years experience as a lawyer and advisor, Susan works closely with corporate and government clients to deliver tailored legal and risk management solutions that meet client needs and strategic objectives.

David Jacobson

Principal, Bright Corporate Law

David is the principal of Bright Corporate Law and advises retail financial services providers nationally on regulatory compliance. His clients include ADI’s (banks, credit unions, building societies), goods financiers, superannuation funds, insurers and industry associations. David’s particular focus is on working with directors, CEO’s, in-house counsel, responsible managers and compliance officers in the financial services sector to develop their risk management and compliance frameworks and helping them with the constant prudential and regulatory change, financial services technology and governance requirements. David provides online compliance and CPD training through Bright Law. David also provides independent expert compliance reports to satisfy ASIC and ACCC Enforceable Undertakings as well as AML/CTF reviews.

Sarah Yu

Special Counsel Herbert Smith Freehill

Sarah is a financial services lawyer with particular expertise in life insurance and superannuation

Michelle Gibbings

Managing Director at Change Meridian

Michelle is a researcher, author and presenter and Founder of consulting firm, Change Meridian Michelle is a leadership and change expert, and the author of “Step Up: How to build your influence at work”.

Pam McAlister

Partner, Mercer

Pam is a Senior Governance Consultant at Mercer, leading its Strategic Governance and Board Advisory practice and a director of Mercer Legal Consulting, a boutique superannuation legal practice. Pam’s past roles include specialist superannuation partner at Hall & Wilcox and Freehills, General Counsel and Group Executive Governance at Australian Unity and Deputy Executive Director at ASIC. Pam is the General Editor of the Australian Superannuation Law Bulletin and a past Chair of the Superannuation Committee of the Law Council of Australia. Apart from lecturing, Pam has authored articles and with her colleague Liana Brover, Mercer published their research on Independence requirements for Trustee Boards.

Martin Walsh

Executive Adviser, Bridge

International Partner and Adviser with 35 years of assurance and advisory services at both EY and Deloitte. Deep experience in Financial Services, Manufacturing, Infrastructure and Consumer Products.

Clive Smallman

Co author Corporate and Workplace Investigations

Professor Clive Smallman is a Speaker, Author and Mentor. He is a widely experienced and published Thought Leader in Risk Management and Higher Education. He is Senior Research and Learning Advisor, the Insight Intelligence Group, and a Senior Advisor, the Higher Education Leadership Institution (HELI). He is co-author of Corporate and Workplace Investigations, 2018, Sydney: Insight Intelligence Group.

Elizabeth Sheedy

Ph.D,Associate Professor at Macquarie Applied Finance Centre

Her current role is Associate Professor in the Macquarie Applied Finance Centre where she teaches courses in Financial Risk Management in the Master of Applied Finance program. She is responsible for all the units in the Risk Management specialisation.

Attendee Information


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Annual SFBO 2017 offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst senior unit pricing professionals.

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Upcoming Events

  1. Gov 3.0 Investigating Future Social Media Strategy: Public Sector Congress 2018

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

    October 16 @ 8:00 am - October 17 @ 5:00 pm
  3. 5th annual SFBO 2018 Superannuation Fund Investment Operations Forum 2018

    October 22 @ 8:00 am - October 23 @ 6:00 pm
  4. GovData 2018

    October 29 @ 8:00 am - October 30 @ 5:00 pm
  5. Unit Pricing 101 Workshop

    November 21

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