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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: 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

09:40 – Session 2: INTERACTIVE GROUP DISCUSSION: Big technological trends and impact this will have

Big technological trends and impact this will have for back-office teams.

  • The enhancements Block chain will provide for Back Office processes
  • “Big Data” and how it can be best adopted in the Back Office
  • The major custodians’ technology pipeline. The next innovations to arrive
  • How changes in technology will impact the insourcing/outsourcing decision
  • The impact of increasing cloud based solutions on internal IT resourcing

Panel Chair:

  • Kyle Ringrose, Principal, Athena IOC

Panel Members:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/ APAC, Eagle Investment Systems (UK)
  • Stephen Huppert, Head of Product Innovation, Trustee Partners
  • Marko Milek, Managing Director and head of Global Exchange for Asia Pacific, State Street

10:20 – Tea break

Refreshments and Networking opportunity for participants.

10:50 – Session 3: Monitoring a high performing custodian

  • Clarity of Governance for the Service Agreement
  • Defining the Reporting Framework and KPI’s
  • What is Standard and What is Bespoke Reporting
  • Linking your Risk Appetite to the Custodian Reporting
  • Self Reporting of Service Standards
  • Assurance over the Custodian KPI’s
  • Continuous Improvement Relationship

Speaker:

  • Martin Walsh, Professional Independent Director and Consultant

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:

  • Philip Hope, Partner, Deloitte

12:10 – Session 5: Taking a look at Superannuatiuon 3.0

  • Looking ahead to 2015
  • Legislative trends – how does technology contribute?
  • Member engagement through “gamification”
  • Facebook and Super – what’s the link
  • A whole of lif/ family prespective
  • Robo and Hyepr- Robo

Speaker:

  • Séamus Ó Concheanainn, Managing Director, CXi Software

12:40 – Lunch break

Lunch and Networking opportunity for participants.

13:40 – 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

14:20 – Session 7: 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

14:50 – Tea break

Refreshments and Networking opportunity for participants.

15:20 – Session 8: A fresh look at investment control and reporting

  • Confidence and trust in data as the foundation
  • Working with Custodians and maintaining independence
  • Collaborative approach to making your operations efficient
  • Size matters but doesn’t dictate the solution

Speaker:

  • Mike Small, Founder & Director, Investment Control Systems

15:50 – Session 9: 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)

16:30 – 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

 
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    October 23 - October 25
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