Home / Talking about the nitty gritty of funds management

The fifth annual Asset Manager Summit, which looks at the implications of trends in funds management from a coal-face perspective, including operational issues, will feature discussions about both the institutional and the retail landscape given momentous change in the industry. The Summit is at Sydney’s Swissotel on October 18.

The main topics are::

• Attracting retail flow by enriching the client experience and better engagement
• Sales ‘enablement – doing more with less through digital innovations
• ESG for both institutional investors and asset managers
• The role of due diligence for managers when onboarding institutional clients
• The roles of outsourcing and technology partners in efficiency improvements
• The importance of culture.

The session on culture features Michael Bargholz in his first public appearance since departing the former BT Investment Management (now Pendal Group) last year. He is now the group chairman of the CEO Circle, an invitation-only organisation which arranges half-day group discussions between chief executives every two months. It has been operating for about 20 years.

As well as being Australian CEO for BTIM, Bargholz was previously CEO of Fidelity International in Australia and before that the CEO of Allianz Bernstein Australia.

Full agenda:

Speakers:

The Summit was launched by Fund Business managing director Laurence Jarvis five years ago as a sister conference of the Asset Owners Summit in Melbourne. The independent events producer currently has four annual events for the superannuation and funds management industry.

– G.B.