Oct 22, 2018 -Oct 23, 2018 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

“Best practice insights on improving investment operations and efficiency across the whole back office ecosystem to drive resilience, flexibility and profitability in a complex and fast changing environment”

22nd October 2018 - Day 1

Participants registration and refreshments.

Chairman’s address to the gathering.


  • Mark Goodey, Director, Senior Principal of Investment Analytics, Eagle Investment Systems


  • Importance of operational workflow and management information reporting
  • Target operating models and organisational design
  • Partnerships and relationship management skills
  • Data governance – a global perspective
  • Optimising technology for operational leverage


  • Mark Goodey, Director, Senior Principal of Investment Analytics, Eagle Investment Systems
  • Daniel Joseph, Regional Sales Director Australia and New Zealand at Eagle Investment Systems


  • Nick Wade, Director, Asia-Pacific Marketing, Northfield Information Services Asia Ltd.
  • How to ensure valuations are appropriate for unit pricing and performance measurement
  • Assistance with due diligence of new and existing unlisted assets. The balance between desk top and on-site reviews
  • Operational support for overseas entities in the unlisted assets structures
  • Key things the Back Office should look for in unlisted assets to mitigate investment risk

Refreshments and Networking opportunity for participants.

  • What is in the pipeline?
  • What is driving these changes?
  • How will these changes impact the Investment Operations team?
  • Is the focus on greater efficiency, risk mitigation or something else?


  • Marko Milek, PhD, Managing Director, Head of Global  Exchange APAC, State Street Bank and Trust Company


  • Kyle Ringrose,Principal, Athena IOC
  • Why does the Investment Operations team rely so heavily on the custodian?
  • Is current monitoring of custodian activities appropriate?
  • Should the Investment Operations team keep their own book of records?
  • An overview of potential system options for inhouse record keeping
  • What are the costs and benefits?


  • Marko Milek, PhD, Managing Director, Head of Global Exchange APAC, State Street Bank and Trust Company
  • Drew Vaughan, Principal, Dymond, Foulds & Vaughan
  • Hayley Zhu, Business Development Manager,Milestone Group

Lunch and Networking opportunity for participants.


  • Hayley Zhu Business Development Manager,Milestone Group
  • Naresh Subramaniam, Director, PWC
  • The prospective rather than retrospective approach
  • How to tailor meaningful KPIs
  • The relationship between KPIs and remuneration
  • Traps to avoid with conflicts of interest with KPIs


  • Kyle Ringrose Principal, Athena IOC

Refreshments and Networking opportunity for participants.

  • What are the operational considerations as funds start to internalise IM?
  • What are the specific challenges in building operational capability?
  • What approaches might be taken in designing and implementing the operating model?
  • How can strong internal operational capability benefit the fund and what are the risks?
  • How do Australian Funds compare to international peers?
  • The risks involved and risk mitigating strategies
  • How to construct a cost benefit analysis


  • Chanelle Crabtree Director, Investment and Wealth Advisory, Assurance & Advisory Deloitte
  • Block chain
  • Artificial intelligence
  • Robotics
  • Automated data entry & data mining
  • These are some of the big technological trends set to radically disrupt the way the back-office teams of superannuation funds and their service providers do their jobs in the not-too-distant future.
  • Legislative trends – how does technology contribute?
  • Member engagement


  • Nicolas Le Clech,Head of Product & Transformation, BNP Paribas Securities Services
  • 1Hr (4.45 – 5.45) Networking drinks

Interested in speaking?


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Attendee Information


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

About Us


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Email: register@ibrc.com.au
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NSW 2145