Overview – Tuesday – February 11

8:30am – 9:00am

9:00am – 9:15am

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

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

9:50am – 10:25am

PEAK DOMESTIC INVESTMENTS AND SUCCESS BEYOND AUSTRALIA

As Australian asset owners compete for the best investment opportunities domestically there is an increasing likelihood that they will experience gaps in their portfolio and too narrow a possibility set. Therefore, exploring international assets becomes an increasingly important for many funds now and in the future. This session explores the operational challenges inherent with transacting in multiple currencies, over different time zones and interacting with varied exchanges and platforms.

Margaret Law

Head of client management, APAC, CLS Group

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

10:25am – 11:00am

DIRECT FROM THE REGULATORS: ASIC AND APRA IN 2020

If change is constant then we should not expect regulation to remain the same. This session invites the regulators to provide insight on their intent and expectations for the industry, the challenges they have faced in introducing changes and the ultimate impact that they plan to make.

Craig Roodt

Director, investment and wealth advisory, Deloitte

Chair

Colin Tate

Chief executive, Conexus Financial

11:00am – 11:30am

11:30am – 12:05pm

DATA AS A SERVICE: HOW TO BE A CHAMPION

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.

Vicki Martyn

Director of data services, AustralianSuper

Emma Robertson

Head of investment operations, Vision Super

Chair

Laurence Parker-Brown

Institutional content producer

12:05pm – 12:40pm

CAREERS AND THE FUTURE FOR INVESTMENT OPERATIONS

Despite the heightened impact of technology and specifically automation, 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.

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

12:40pm – 1:00pm

AN ACSA UPDATE AND THE LIFETIME ACHIEVEMENT AWARD

This session provides an update from the Australian Custodial Services Association on the organisational reinvigoration process over the past 12 months and their short and medium-term strategy. This session will also include the ASCA awards and our coveted 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 – 2:00pm

2:00pm – 2:35pm

CUSTODIANS 3.0 – MAKING THE DATA TALK

The role of custodians has changed significantly. Custodians have been on a path of continuous evolution as they deal with a number of disruptive factors such as automation, cloud computing and cybersecurity. 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

2:35pm – 3:10pm

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

3:10pm – 3:45pm

TALES FROM THE CRYPT: THE FALLOUT FROM CHANGE AND EXECUTION

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 in to the challenges that could cause everything to fail.

David Knights

Chair, Australian Custodial Services Association

Doug Talbot

Managing director, 1886 Consulting

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 presents two scenarios that offer 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