Investment Operations Forum
Program

 

Program

Please note: all program times listed are in AEST and times are subject to change.

9:00am - 9:30am

EVENT REGISTRATION

 

Arrival tea and coffee provided
9:30am – 9:35am

WELCOME & ACKNOWLEDGEMENT OF COUNTRY

 SpeakerSandra Buckley, General Manager, Professional Development, AIST
9:35am – 10:20am

SESSION 1: Leaders of Operations Roundtable

 

Hear from a panel of Investment Operations leaders as they discuss their key challenges, risks and priorities for 2023.

SpeakersNancy Day, Chief Operating Officer - Investments, Cbus Super Shane Kelly, Head of Investment Operations, AustralianSuper Stephen Reilly, Chief Operating Officer, HESTA FacilitatorJo Leaper, Principal Consultant and Head of Operational Consulting, JANA
10:25am – 11:10am

SESSION 2: The Future of the Custody Landscape

 

What will the custodian landscape of the future look like? How will it change from today? What are the emerging issues that custodians see on the horizon?          

SpeakersTim Helyar, Senior Vice President, Country Head, Australia, State Street Nadia Schiavon, Head of Securities Services, Australia and New Zealand, J.P. Morgan Sinclair Scholfield CFA, Head of Sales and Client Management, HSBC Securities Services, Australia and New Zealand David Travers, Chief Executive Officer, Australian Custodial Services Association FacilitatorJo Leaper, Principal Consultant and Head of Operational Consulting, JANA
11:10am – 11:25am

MORNING TEA BREAK

 
11:25am – 12:10pm

SESSION 3: Insights from APRA

 

Geoff Stewart, APRA’s Head of Investment Risk will discuss the Regulator’s recent and proposed changes including increasing transparency in the valuations process of unlisted assets.

SpeakerGeoff Stewart, Head of Investment Risk, APRA FacilitatorScott Barker CFA, Head of Investment Risk & Execution Oversight, Operations, IFM Investors
12:15pm – 1:00pm

SESSION 4: Due Diligence: Global Insights and Best Practice

 

Castle Hall’s CEO shares global insights and best practice in the areas of operational, ESG, risk and cyber due diligence

SpeakerChris Addy, Founder & CEO, Castle Hall, Canada FacilitatorSandra Buckley, General Manager, Professional Development, AIST
1:00pm – 1:45pm

LUNCH BREAK

 
1:45pm – 2:30pm

SESSION 5: Global Insights from 30 years of benchmarking and their implications for the Australian market

 

What are the key learnings that CEM has gleaned over 30 years?  Why should they matter to leaders of DC & DB plans?

SpeakerMike Heale, Head Business Development, CEM Benchmarking FacilitatorTrent Brandie, Principal, Reporting & Insights, AustralianSuper
2:30pm – 3:15pm

SESSION 6: The Evolution of Operating Models

 

Ensuring the efficiency and sustainability of operating models and realising economies of scale are the next stage in the evolution of back and middle office operations. Investment decisions made today impact future outcomes so aligning the operating model to key data deliverables is critical.

SpeakersAntony Gold, Head of Investment Operations & Performance, Australian Retirement Trust Clayton Issitt, Head of Alpha Client Solutions, APAC, State Street Michael Nairn, Head of Investment Operations, Aware Super
3:15pm – 3:25pm

AFTERNOON TEA BREAK

 
3:25pm – 4:10pm

SESSION 7: Maximising Efficiencies through Tech and Data

 

Global specialists discuss how funds can best utilise data and technology to maximise operational efficiencies and share their insights in global trends and innovations in investment operations.

SpeakersMarian Azer, Managing Director APAC, Milestone Group FacilitatorEugene Koutsenko, Associate Director, Shoreline Consulting
4:10pm – 4:55pm

SESSION 8: Elevating Investment Operations: Attracting and retaining talent

 

Attracting and retaining Operations staff in competitive and turbulent times

SpeakersJack Brown, Associate Director – Investment Management, Asset Consulting, Superannuation, Investment Research, Kaizen Recruitment Nupur Gill, Director – Investment Management & Superannuation, Kaizen Recruitment FacilitatorSandra Buckley, General Manager, Professional Development, AIST
4:55pm – 5:00pm

CONFERENCE CLOSE

 SpeakerCara Brosnan, Managing Director, Head of Sales Australia and SEA, State Street
5:00pm – 6:00pm

NETWORKING DRINKS