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14 Aug
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Hear from these industry experts at our event.

 

  •  Craig Roodt, Head of investment Risk, APRA
  • Stuart Hill, Head of Investment Operations, Local Government Super
  • Stephen Huppert, Head of product Innovation, Trustee Partners
  • Kyle Ringrose, Principal Athena IOC Pty Ltd
  • Raewyn Williams, Managing Director Research, Parametric
  • Paul Toepfer, Chief Operating Officer, State Street Australia Limited
  • Ingo Brettschneider, Senior Associate, Unit Pricing – Asset Servicing, National Australia Bank Limited
  • Sean McGing, Director, McGing Advisory & Actuarial
  • Dana Fleming,  Australian Funds Sector Leader-Tax at KPMG
  • Naresh Subramaniam, Director Financial Services, Cogility
  • Ricky Notorangelo, Head of Policy Services, Asset Servicing, NAB
  • Ian Coltman, Principal at Coltmans Legal
  • Séamus Ó Concheanainn, Managing Director ,at CXi Software
  • Hayley Zhu, Business Development Manager Milestone Group Australia
  • Martin Walsh, Professional Independent, Director and Consultant
  • James Oliver,Partner, Financial Services Advisory ,Deloitte Touche

on these key topics:

  • The Guide to Good Practice – is it time for an update? If not why not- APRA’ view
  • ASIC view about their new guidance note on remediation for advice, and whether that will have  implications to other remediation projects
  • How does Block chain impact unit pricing
  • Business Operational Challenges and Impact on Unit Pricing
  • Fraud Risk: Impact on Unit Pricing
  • Are we over engineering tax provisioning? Is there a simple solution?
  • Is daily unit pricing really in super fund members’ best interests? What are the pros and cons of moving to weekly or monthly?
  • Unit pricing – insourced or outsourced. Where is the industry heading? What are the pros and cons?
  • Unit pricing policies – when is enough enough? – Do we really need all these policies and governance?
  • Unit Pricing checks and controls – how many do we really need? What are the “must haves” and the “nice to haves”?
  • Why Unit Price movements don’t reconcile to performance attribution numbers
  • Should we report both gross and net unit price performance?

Don’t miss!

Day 3 – Post conference workshop 16th August 2017

UNIT PRICING RISK MANAGEMENT AND COMPLIANCE FRAMEWORK

This workshop would be beneficial for training and development of all unit pricing staff. In
addition it will promote awareness of the risks and potential complexities of unit pricing for
staff at all levels in other areas of the organisation, particularly for staff within Risk and
Compliance functions.

  • The evolution of unit pricing governance
  • The Guide to Good Practice when to comply and when to challenge
  • Key risks including arbitrage and tax provisioning
  • Building a good practice unit pricing governance framework including principles, policies, controls, monitoring and reporting
  • Impact of recent and potential future legislative changes and industry innovations

FEATURED SPEAKERS

 

Craig RoodtCRAIG ROODT
Head of Investment Risk at APRA

Stephen HuppertSTEPHEN HUPPERT
Head of Product Innovation, Trustee Partners

View all speakers

TO REGISTER

To register for the conference please download the brochure and fax the form to us or you can Register Online.

Registrations Manager:
IBR Conferences Pty Ltd
Tel: +61 (0) 2 9896 0776
Fax: +61 (0) 2 9896 0796
Email: register@ibrc.com.au

SPONSORSHIP OPPORTUNITIES:

If you would like to know more about sponsorship, exhibition and business development opportunities; please get in touch with us at sponsorship@ibrc.com.au.

Attendee Information

 

Interested in speaking?

 

Unit Pricing Forum 2017 offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst senior unit pricing professionals.

We are on the look out for insightful and unique speakers. Click here to send us your details - be sure to include your areas of interest.

Upcoming Events

 
  1. iPARM Australia 2017

    October 23 - October 25
  2. Exchange Traded Funds Forum 2017

    October 25 - October 26
  3. Future Social Media Strategy 2017

    November 14 - November 15
  4. GovTech 2017 – Digital Government Transformation Conference

    November 27 @ 8:00 am - November 28 @ 5:00 pm
  5. Government Facilities Management 2017

    November 28

About Us

 

IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.

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People who are consistently pushing the bounda- ries of innovation in the world of conferences, seminars and knowledge management.

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Contact Info

 

We would love to hear from you and interact with you. Feel free to get in touch with us.

Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145