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ASI2021: Affordable housing: a new opportunity for funds to scale up

50 mins 1 CPD Hours

Super funds have traditionally faced barriers to investing in affordable...

ASI2021: Digital Assets: Transformational or overhyped?

50 mins 1 CPD Hours

Digital assets are becoming more and more ubiquitous. This session unpacks...

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ASI2021: Digital Assets: Transformational or overhyped?

50 mins
1 CPD Hours

ASI 2021 Policy  Investment  Technology  Innovation

Digital assets are becoming more and more ubiquitous. This session unpacks the jargon around this evolving investment landscape and provides an overview of its key issues. Learn how the digitisation trend is set to increase opportunities in traditional assets such as bonds and real estate; what you need to know about crypto asset safety and serviceability; regulatory developments and more.

Published Date: 23 August 2021

Speakers

Sinclair Scholfield, Senior Vice President, Head of Platform Solutions, Asia Pacific, State Street

Sinclair is Head of Platform Solutions for the Asia Pacific region. Sinclair has responsibility for the identification of business solutions for existing and prospective clients that incorporate a combination of front, middle and back office services, and for driving awareness and understanding of State Street’s front-to-back narrative in the marketplace and for our clients.

Between late 2011 and 2018, Sinclair held roles as Head of Sector Solutions Australia, responsible for defining and driving our sales strategy and execution, Head of Consultant Relations for Asia Pacific, Head of Securities Finance, Australia and New Zealand and was the Securities Finance APAC Chief Operating Officer for Global Markets. He was Asset Liability Manager for Securities Finance in EMEA and APAC, based in London from 2007-2011. Sinclair joined State Street in Boston in 2003 and has previously held roles in Wealth Manager Services in the United States and United Kingdom. Prior to State Street, Sinclair was Director of Product Design at Omgeo, and a Manager in Accenture’s Capital Markets group.

Sinclair received a Bachelor of Economics (Honours) degree from the University of Sydney, a Masters of Applied Finance and Investment from FINSIA (the Financial Services Institute of Australia). He is a Senior Fellow of FINSIA, and has earned the Chartered Financial Analyst designation.


Sally Surgeon, Senior Vice President, Head of Client Services and Head of Sydney Office, Northern Trust

Sally Surgeon joined Northern Trust in 2005 and is Head of the Northern Trust Sydney Office. Sally is also responsible for relationship and client servicing for clients based in Australia and New Zealand.

Sally has over 25 years’ experience within the financial services industry which includes the delivery of custody, fund administration and investment operations outsourcing services to investment managers, sovereign, insurance and superannuation funds. In 2007, Sally relocated from London to Melbourne supporting Northern Trust’s expansion into Australia and in 2017 moved to Sydney.

In April 2021, Sally was appointed Chair of Australian Custodial Services Association.

Prior to Northern Trust, Sally worked at State Street in Sydney and London holding positions in operations, project management and consulting services.

Sally holds a Bachelor of Economics (Macquarie University) and is a member of both CFA Society of the UK (IMC) and a Fellow of the Financial Services Institute of Australasia.


Facilitator

Robert J. Brown, Chief Executive Officer, ACSA

Rob Brown is Chief Executive Officer of the Australian Custodial Services Association.

Rob draws on over thirty years’ experience in his professional services career, including executive roles with HSBC, National Australia Bank, Westpac and State Street. 

Rob also practices as a strategic consultant offering deep business and technical insight in financial services, including funds management, superannuation, insurance, custody and platforms. 

Relevantly, Rob was the principal author of ACSA’s recent response to consultation by ASIC on Crypto-assets as underlying assets for ETPs and other investment products.

Rob holds numerous post-graduate qualification, including a masters degree (with merit) in applied mathematics from the University of Sydney and is also a graduate member of the Australian Institute of Company Directors.


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