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14Sep
September 13, 2017 - September 14, 2017 Bayview Eden, 6 Queens Road, Melbourne, VIC 3004 Australia

The continuing Impact on the Back Office and how the Back Office can prepare to manage risk and maintain service levels in an increasingly complex environment

14th September 2017 - Day 2

08:20 – Registration

Participants registration and refreshments.

08:55 – Welcome address

Chairman’s address to the gathering.

Chairman:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/ APAC, Eagle Investment Systems (UK)

09:00 – Session 1: The role of the back office in the investment committee

  • The value add from back Office participation
  • The impact on effective risk management
  • Keeping the Front Office honest
  • Presenting the Committee with a different perspective

Speaker:

  • Lournarda David, Head of Investment Operations, Sunsuper (Invited- To be confirmed)

09:40 – Session 2: Custodian due diligence

  • The need for face to face meetings
  • How to perform interim due diligence without face to face meetings
  • The ideal frequency of monitoring
  • How to strike the right balance between effort and reward

Speaker:

  • Drew Vaughan, Principal Owner – Dymond, Foulds & Vaughan

10:20 – Tea break

Refreshments and Networking opportunity for participants.

10:50 – Session 3: The back office role in investment manager appointment and review

  • To what extent should this be in the hands of the Front Office rather than Back Office?
  • Does the Back Office view things from a different angle?
  • Why the costs are low relative to the risks?
  • Can the function be adequately performed through desk top reviews?

Speaker:

  • Michael Nightingale, Principal Consultant at Cogility (Invited -To be Confirmed)

11:30 – Session 4: Key back office controls that may not always be fully appreciated

  • Implications of failure to implement and monitor key controls
  • Unit registry reconciliations
  • Tax provisions and fee accruals in unit pricing
  • Custodian oversight

Speaker:

  • Ben Facer, Partner, Deloitte Actuaries & Consultants Limited

12:00 – Session 5: Managing the tax costs for a superannuation fund

  • Where do the real tax costs lie?
  • Are these costs being measured?
  • If not measured, how are they being managed?
  • The fact and fiction of pre or post liquidation methodologies

Speaker:

  • Raewyn Williams, Managing Director – Research, Parametric

12:30 – Lunch break

Lunch and Networking opportunity for participants.

13:30 – Session 6: Big data analytics for a superannuation fund

  • What do we mean by big data
  • Most common problems with data management
  • Common platform for investment and member data
  • What can the custodian do for you
  • How can we reach economy of scale

Speaker:

  • Marko Milek, Managing Director and head of Global Exchange for Asia Pacific, State Street

14:00 – Session7: Future of investment operations & technological innovation

What impact this will have for back-office teams?

Blockchain, artificial intelligence, robotics, automated data entry and data mining are some of the big technological trends set to radically disrupt the way the back-office teams of superannuation funds and their service providers do their jobs in the not-too-distant future.

Speaker:

  • Stephen Huppert, Head of Product Innovation, Trustee Partners

14:30 – Session 8: Investment mandate compliance monitoring

  • Is responsibility best placed with Investment operations or the Risk and Compliance  team?
  • How frequently should mandate compliance be checked?
  • How important is it to validate the custodian’s systems for accuracy and completeness?
  • What are the strengths and weaknesses of custodian mandate compliance systems?
  • Is mandate compliance best conducted in house or outsourced?
  • How can breaches go undetected?
  • How does the custodian protect asset owners from cyber attack

Speaker:

  • NAB – Speaker to be announced

15:00 – Tea break

Refreshments and Networking opportunity for participants.

15:20 – Session 9: Securities class actions – The importance of back offices helping your clients maximise their recoveries

  • Brief overview of securities class actions
  • The loss methodologies utilised in them and
  • The importance of back offices assisting their clients in providing accurate trading data in a timely manner (so as to maximise their recoveries)

Speaker:

  • Simon Dluzniak, Investment Manager, IMFBENTHAM

15:50 – Session 10: The independence and extent of investment performance measurement

  • The need for performance measurement independent of the investment managers
  • Should performance reporting be tailored for the investment managers or the Board of Trustees?
  • How to manage potential conflict between the back Office and investment managers
  • How well equipped is the custodian to provide these services?

Speaker:

16:20 – Session 11: INTERACTIVE GROUP DISCUSSION - Striking the right balance

Striking the right balance between independent oversight by the back office and speed to market.

Attendees will be brought together to discuss news, views and recent trends – after the  brainstorming groups, attendees will feedback the thoughts of their group to the rest of the conference participants.

Moderator:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/ APAC, Eagle Investment Systems (UK)

17:00 – End of day two

Closing remarks from the Chair.

Interested in speaking?

 

Annual SFBO 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.

Attendee Information

 

Upcoming Events

 
  1. Superannuation Fund Back Office Innovations Forum

    September 13 - September 14
  2. Superannuation Fund Risk Forum

    September 18 - September 19
  3. Post-Retirement Australia 2017 Conference

    October 9 - October 10
  4. RegTech 2017

    October 17 @ 8:00 am - October 19 @ 5:00 pm
  5. iPARM Australia 2017

    October 23 - October 25

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