Jun 12, 2019 - Jun 14, 2019 Grace Hotel Sydney

The annual IBR Conferences Unit Pricing Forum has been running for over a decade and has been consistently among the best received conferences of its kind in Australia. This year’s Forum continues to offer a diversity of topics and industry renowned speakers.

13th June, 2019- Thursday- Day 2

Participants registration and refreshments.

KYLE RINGROSE, Principal Athena IOC Pty Ltd

  • The things that make a “stand out” unit pricing framework
  • Common control deficiencies encountered
  • Opportunities for improving the control framework at low
  • The relevance of corporate culture to the unit pricing
    control framework

 STEPHEN HUPPERT, Director, Huppert Consulting

Panel Discussion

  • Why organisations have evolved towards daily pricing
  • The pros and cons of daily pricing
  • Is weekly or monthly a better alternative?
  • How to address the problems with infrequently valued
    assets in daily pricing

 Panel Chair
KYLE RINGROSE, Principal Athena IOC Pty Ltd

 Panel Members
ALEX WISE,Executive Consultant, Castle Hall Alternatives
JAY NADA, Senior Manager, Fund Services at NSW Treasury Corporation
JOE NEKIC,Head of Client Finance Services, Link Group
Alana Wilson,Snr Manager Unit Pricing at QSuper Group
MICHAEL NIGHTINGALE, Partner, Fírinn Pty Ltd


  • Unit Pricing is often only seen as a back-office operational
    item that has little relevance, since it’s outsourced anyways
  • However, a unit price is actually the result of all fund and
    investment operational results, from asset allocation, to
    transaction processing, to income & expense capture, to
    valuation and unit value allocation.
  • For fund and investment operational teams, a unit price is
    the central gauge that displays all operational results in a
    single figure.
  • To members, it’s the single reference point for them to
    work out how much their investment is worth and how it
    has performed against peer funds over time. It’s both
    operationally important and directly linked to member

JAY NADA, Senior Manager, Fund Services
at NSW Treasury Corporation

  • What is a Pension Transfer Bonus?
  • Market overview & the Link experience
  • Rules and parameters considerations
  • How to deal with large transactions (ie. switches, large
    cashflows near retirement, etc)?
  • Clawback or deferment?

Joe Nekic, Head of Client Finance Services, Link Group

  • More complexity, shorter timeframes, more data
  • Identifying the need for change
  • Managing change – where is the “pause” button

PAUL TOEPFER, Business Performance Consultant,
Konu Consulting. Former Head of Product Australia,
Managing Director, State Street

  • The Current State of Insourcing
  • Current Unit Pricing Capabilities
  • Questions to ask to Consider Insourcing Unit Pricing
  • What Does the Future look like

MICHAEL NIGHTINGALE, Partner, Fírinn Pty Ltd

  • Learnings form the Unit Pricing Processes in the past
  • Challenges we face today with our current process
  • What would the process look like in the future
  • How to be prepared for the future

KESARA JAYASURIYA, Director, Asset Management
Services, XCHEQER


  • The Alliance for a Fairer Retirement System’s campaign against Labor’s franking credits policy
  • How associations can be powerful voices when they collaborate together
  • Innovative examples of how associations can advocate effectively with limited resources

John Maroney, CEO, SMSF Association

An interactive session starting by summarising conference highlights and providing delegates an opportunity to share their views on future developments and challenges in Unit Pricing in a few years time. This will be a very interactive session. Delegates are encouraged to discuss specific questions which are not covered by speakers, so attendees will be brought together to discuss news, views and recent trends – after the brainstorming groups, attendees will feedback the thoughts of their group to the rest of the conference participants

KYLE RINGROSE, Principal Athena IOC Pty Ltd

Afternoon Tea & Networking

About Us


IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.



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Contact Info


We would love to hear from you and interact with you. Feel free to get in touch with us.

Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145