Overview – Tuesday – February 11

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:15am

WELCOME AND INTRODUCTION

9:15am – 9:50am

INVESTMENT OPERATIONS IN A LOW RETURN ENVIRONMENT

Investors have come to the realisation that low expected returns are the new normal. This has led investment managers to expand their investment opportunity set and increase their allocation to alternative, often illiquid, assets that come with new challenges. This session considers these challenges and discusses various operational alpha strategies that funds use to stay competitive.

Laura Carbune

Consultant, private equity performance and analytics, Northern Trust

Lounarda David

Chief operating officer, IFM Investors

Margaret Law

Head of client management, APAC, CLS Group

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

9:50am – 10:40am

POLICY, REGULATION AND BEST PRACTICE: COLLABORATION INITIATIVES

If change is the only constant then we should not expect regulation to remain the same. This session invites asset owners to learn more about the intent and expectations from policy makers and regulators, the challenges they face and what conversations need to take place to improve outcomes for members.

Craig Roodt

Director, investment and wealth advisory, Deloitte

Chair

Colin Tate

Chief executive, Conexus Financial

10:40am – 11:15am

MORNING TEA

11:15am – 11:50am

WHATS NEW WITH DATA IN 2020?

Data is more than an intangible asset. Data it is critical to improving investment decisions. This session explores how data is incorporated within funds and what is best practice in terms of data warehousing, governance and security.

Andrew Eisen

Partner, senior vice president and head of solutions, financial services, IHS Markit

Vicki Martyn

Director of data services, AustralianSuper

Emma Robertson

Head of investment operations, Vision Super

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

11:50am – 12:30pm

CAREERS AND THE FUTURE FOR INVESTMENT OPERATIONS

Despite the increasing impact of technology and specifically automation on funds, your staff will remain a critical component of an investment manager. This session will discuss the trends that are affecting investment operation careers and how to build the right ‘operations’ culture, the importance of diversity and up-skilling.

Seamus Collins

Chief investment officer, Mine Super

Stuart Hill

Head of investment operations, Local Government Super

Ian Palmer

Manager, fund services and operations, TOM Executive

Chair

Jo Leaper

Senior manager, operational consulting, JANA Investment Advisers

12:30pm – 1:00pm

AN ACSA UPDATE AND THE LIFETIME ACHIEVEMENT AWARD

This session provides an update from the Australian Custodial Services Association on key industry issues, engagement and medium-term strategy. This session will also include the ACSA awards and the Conexus lifetime achievement award.

Rob Brown

Chief executive, Australian Custodial Services Association

David Knights

Chair, Australian Custodial Services Association

Chair

Colin Tate

Chief executive, Conexus Financial

1:00pm – 1:50pm

LUNCH

1:50pm – 2:25pm

CUSTODIANS 3.0 – THE EVOLUTION IN ASSET SERVICING

The role of custodians has changed significantly. Custodians have been on a path of re-invention as they adapt to changes in the investment landscape, disruptive technology and the evolving needs of key client segments. This session involves an update from the world of custody and how asset owners can get the most from their custodian.

Rob Brown

Chief executive, Australian Custodial Services Association

Peter Curtis

Group executive, finance and operations, AustralianSuper

Chair

Drew Vaughan

Principal, Dymonds, Foulds & Vaughan

2:25pm – 3:00pm

TRENDS IN OPERATIONAL DUE DILIGENCE

This session will provide an update on the trends within operational due diligence. The session will also highlight the most important operational risk factors often overlooked today and importance of employing evaluations to ensure that risks are fully vetted.

Jo Leaper

Senior manager, operational consulting, JANA Investment Advisers

Adrian Sales

Head of operational due diligence, Albourne

Alex Wise

Head of Australia and New Zealand, Castle Hall

Chair

David Haynes

Executive manager of policy and research, Australian Institute of Superannuation Trustees

3:00pm – 3:30pm

CASE STUDIES; LEARNING AND ADAPTING TO CHANGE

There are many reasons your project could fail. This session takes a holistic view of past projects that have not turned out as expected and how pre-mortems can provide insight into the challenges that could cause everything to fail.

David Knights

Chair, Australian Custodial Services Association

Doug Talbot

Managing director, 1886 Consulting

Chair

Laurence Parker-Brown

Institutional content producer

3:30pm – 3:45pm

DISTRIBUTED LEDGER TECHNOLOGY: A BRAVE NEW WORLD

The advent of blockchains offers the economy a mechanism to improve verification and efficiency with transactions. This keynote session considers the opportunities afforded and the likely impact for broader society, now and in the future.

Paul Stonham

General manager, DLT solutions, ASX

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

3:45pm – 4:20pm

THE CSIRO CEO: THE IMPACT OF TECHNOLOGY & AUSTRALIA’S FUTURE

There is a regular argument that Australia's future prosperity is at risk unless we take bold action and commit to long-term thinking, but what does that mean exactly? This closing session explores two scenarios that present two vastly different visions of Australia, and what factors can help in achieving a country that we all want to live in.

Dr Larry Marshall

Chief executive, CSIRO

Chair

Colin Tate

Chief executive, Conexus Financial

4:20pm – 5:00pm

EVENT CLOSE AND NETWORKING DRINKS