Overview – Tuesday – February 11

8:30am – 9:00am

REGISTRATION AND COFFEE

9:00am – 9:10am

WELCOME AND INTRODUCTION

9:10am – 9:55am

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.

Matthew Baldwin

Global head of sales and managing director, FRS

Laura Carbune

Consultant, private equity performance and analytics, Northern Trust

Lounarda David

Chief operating officer, IFM Investors

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

9:55am – 10:35am

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.

Jane Eccleston

Senior executive leader, superannuation, ASIC

Craig Roodt

Director, investment and wealth advisory, Deloitte

Chair

Colin Tate

Chief executive, Conexus Financial

10:35am – 11:05am

MORNING TEA

11:05am – 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

Nicolas Le Clech

Head of strategic programs, data management services, BNP Paribas

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 – 12:25pm

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.

Jack Brown

Manager, fund services and operations, TOM Executive

Seamus Collins

Chief investment officer, Mine Super

Stuart Hill

Head of investment operations, Local Government Super

Chair

Jo Leaper

Senior manager, operational consulting, JANA Investment Advisers

12:25pm – 12:45pm

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

12:45pm – 1:45pm

LUNCH

1:45pm – 2:25pm

Custodians 3.0 – The Evolution in Asset Servicing and Foreign Exchange

The role of custodians has changed significantly. One of these changes is the increasing investment overseas and the growth in foreign currency exposure resulting in increased FX hedging activities. Custodians have also 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.

Allyson Bradnam

General manager of product, NAB Asset Servicing

Rob Brown

Chief executive, Australian Custodial Services Association

Peter Curtis

Group executive, finance and operations, AustralianSuper

Margaret Law

Head of client management, APAC, CLS Group

Chair

Drew Vaughan

Principal, Dymonds, Foulds & Vaughan

2:25pm – 2:40pm

NAV OVERSIGHT AND OUTSOURCING SURVEY

NAV oversight TED talk.

Geoff Hodge

President, North America, Milestone Group

Chair

Laurence Parker-Brown

Institutional content producer

2:40pm – 3:15pm

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

Jonathan Green

Head of account management, asset servicing, NAB Asset Servicing

3:15pm – 3:45pm

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

3:45pm – 4:30pm

CSIRO: 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.

Nigel Warren

Executive director for growth, CSIRO

Chair

Colin Tate

Chief executive, Conexus Financial

4:20pm – 5:00pm

EVENT CLOSE AND NETWORKING DRINKS