Overview – Tuesday – March 23

9:00am – 9:05am

Welcome | Morning sessions

9:05am – 9:25am

Fintech and its role in the new digital economy

This keynote session explores the impact and role of digital resources and jobs in developing financial services and Australia’s broader economy.

Senator the Hon. Jane Hume

Minister for superannuation, financial services and the digital economy, Parliament of Australia


Colin Tate

Chief executive, Conexus Financial

9:25am – 9:50am

Faster Forward: custody and global securities services in 2030

Custodians have always adapted their operations to keep pace with the ever-changing requirements of their clients. However, as the industry transitions to digital ecosystems, the rate of change will continue to increase, and they will need to be more flexible, agile and creative than ever before. This session will discuss how global custodians will act as digital conduits for clients.

Pete Cherecwich

President of corporate & institutional Services, ‎Northern Trust Corporation


Colin Tate

Chief executive, Conexus Financial

9:50am – 10:25am

Post-COVID learnings: Operational best practice in a dislocated market

The pandemic and its lockdowns inspired rapid action to move workers away from offices and perform most business functions remotely. This session considers the key learnings from the period and building better processes and procedures for similar future events.

Sally Collins

Chief operating officer, Victorian Funds Management Corporation

Peter Curtis

Group executive, finance & operations, AustralianSuper

Lounarda David

Chief operating officer, IFM Investors


Alex Proimos

Head of institutional content, domestic, Conexus Financial

10:25am – 10:50am

Data management: Truth in an age of opinions

Whilst media bifurcates around political and ideological judgments, and operational success relies on a single truth source. This session explores the challenges with data quality, transparency and integration in offering investors a flexible and seamless capture of their data.

Dominic Dowd

Director, North America, Shoreline Consulting

Zion Hilelly

Managing director, head of solutions operations & transformation, IHS Markit


Laurence Parker-Brown

Institutional content producer

10:50am – 11:15am

Data as a service: Experiences in the tendering process

Many organisations will consider engaging suppliers to offer data as a service to their operational process. However, there are often internal objections over the complexity, uncertainty of outcomes and unintended consequences of these projects. This session lifts the lid on the questions to ask within a tendering process to best understand the opportunities and challenges with commissioning data-as-a-service support.

Stuart Hill

Head of investment operations, Local Government Super

Guillaume Rondy

Head of APAC data management, Simcorp

Bruce Russell

Executive director, Shoreline Consulting


Alex Proimos

Head of institutional content, domestic, Conexus Financial

11:15am – 11:40am


In an age when almost every business needs to think about its digital footprint and capabilities, a disconnect can form between the entity's technology ambitions, and it’s relationships with Fintech firms. This session covers organisations’ key challenges and questions to consider as they approach fintech, and navigate threats and opportunities around establishing Fintech relationships.

Geoff Hodge

Chairman, Milestone Group

Noam Tasch

Co-head of digital partnerships, BNY Mellon


Laurence Parker-Brown

Institutional content producer

11:40am – 12:00pm

ACSA awards and annual update

David Knights, chair of ACSA will provide a keynote and the annual awards ceremony including the Conexus Financial 2021 Lifetime Achievement Award.

Rob Brown

Chief executive, Australian Custodial Services Association

David Knights

Chair, Australian Custodial Services Association


Colin Tate

Chief executive, Conexus Financial

3:00pm – 3:05pm

Welcome | Afternoon sessions

3:05pm – 3:40pm

The triple threat to operations in 2021

Asset owners and managers are under increasing pressure to incorporate new regulations around data, disclosure and performance. This session will discuss new ESG reporting requirements, Your Future Your Super reforms, data requirements for alternative assets and their respective alignment with fiduciary duty.

David Bell

Executive director, Conexus Institute

Craig Roodt

Director, investment and wealth advisory, Deloitte

Philippe Tassin

Head of asset owners and asset managers, Asia Pacific, BNP Paribas


Alex Proimos

Head of institutional content, domestic, Conexus Financial

3:40pm – 4:05pm

People and COVID: Sourcing, training and retaining the new generation

Considerable effort is underway to make careers in operations more prominent across society to offer organisations the breadth of insights and skills needed for the decades to come. However, 2020 involved significant disruption to these initiatives as advocacy, training and mentoring are required to take a virtual form. This session updates the community on the progress made and how to reshape human resource thinking in a digital environment. 

Jack Brown

Senior consultant, TOM executive

Nupur Gill

Manager, Kaizen recruitment


Laurence Parker-Brown

Institutional content producer

4:05pm – 4:30pm

Digital due diligence: Getting insights in a virtual interaction

Understanding as much as possible about an investment used to mean site visits and checking claims across an organisation. With digital due diligence allowing for constrained enquiry, this session explores techniques to uncover hidden messages, including tips from body language experts and clues from micro-expressions.

Rick DiMascio

Founder and chief executive, Inalytics

Alex Wise

Head of Australia, Castle Hall


Jo Leaper

Senior consultant, JANA

4:30pm – 5:00pm

Digital leadership in the 21st century

Stephen Scheeler is the former Facebook CEO for Australia and New Zealand, where he helped guide Facebook's unprecedented rise from quirky Silicon Valley success story to media and technology titan.

Stephen Scheeler

Chief executive, the digital CEO


Colin Tate

Chief executive, Conexus Financial


Conference Close

5:30pm – 8:00pm

Networking drinks

We are pleased to advise that with easing restrictions across NSW and VIC, we will be hosting in-person networking drinks in Sydney and Melbourne respectively. The functions will be held from 5.30pm and drinks and canapes will be provided.

Conexus Financial Office Terrace
Level 16, 333 George St, Sydney

The George on Collins
162-168 Collins St, Melbourne