The definitive conference on ‘disruptive’ new platform technologies and how to use them to redefine the Australian wealth management market to your advantage.
The conference that will explain
1) How to build or maintain platforms cost effectively
2) The latest developments and how you can capitalise on them
3) What it will mean to your bottom line
4) What to do to outsmart the competition
(Current as at February 04, 2016) ::::::::: All times are AEST (Queensland time)
Sunday, February 21
5.00pm – 7.00pm Poolside welcome cocktails followed by private dinners
Monday, February 22
9.30am. Welcome and official opening – Patrick Liddy and Greg Bright
9.35am. Game changer! What the payments revolution means for big super funds, wealth managers, their platform providers and the banks. Trevor Dixon, former BPAY general counsel and current working group member of the Australian Digital Business Council, leads a panel on: Australian payments system developments, global developments and disruptions including standards and interoperability, and, Blockchain technology. Panelists: Saxon Bartrop, Distributed Ledger Technology Lead, KPMG; Richard Miller, Director Payments Advisory, Deloitte; and Leigh Mahoney, Head of Payments Portfolio, ANZ.
10.30am – Trends in Digitalisation. Simon Sywak, head of macro products, J.P. Morgan Markets for Asia and EMEA is responsible for eCommerce strategy and development in the region. Simon will discuss managed platform solutions in Asia and beyond, the benefits and pitfalls of this solution and its role within the digital transformation of financial services companies. Panelists: Kelly Power, head of platforms, BT Financial Group; Matt O’Keefe partner, KPMG; and Alastair Pow, relationship manager, J.P. Morgan.
11.20am. How Securities Servicing is Adapting to the New Investment Environment. Paul Khoury, head of State Street Global Services, Australia and New Zealand, and a panel of senior executives from Australia’s largest super funds look at: retailisation, product proliferation, SMSF growth, regulatory pressure, data innovation and risk analysis. Panelists: Jonathan Green, TCorp; Peter Curtis, AustralianSuper; Graeme Arnott, First State Super; and Lounarda David, Sunsuper.
1.30pm. The Importance of Diversity. Connie Mckeage, managing director of OneVue, chairs a panel discussing the trends in governance for listed companies, big super funds and fund managers. Panelists include: managing director of Financial Recruitment Group and founder of Financial Executive Women, Judith Beck; management consultant and former eBay Australia launch marketer Greta Thomas; and IO&C director Greg Bright.
2.20pm. Basel III Revisited Through Technological Change. Matthew Byrne, solutions management – superannuation & funds at ANZ, and Leigh Mahoney, head of payments portfolio at ANZ, looks at the ongoing repercussions and opportunities following Basel III – and upcoming Basel IV – including compliance for platforms and funds with the ability to pay retail deposit rates for cash held in wholesale vehicles.
3.20pm. Disruption in Administration. Mike Chisholm, managing director of new wealth management company Crestone, provides a case study in platform systems selection and implementation. Patrick Liddy of MSI Group chairs the discussion, which includes Peter Schopfer, group CMO, Avaloq; Mike Giles of Ignition Wealth, Matt Crooks of Recreo and Aron Ping D’Souza of Good Super.
4.20pm. Investing with and in technology – Investors’ Panel. Phillip Kingston, co-chair and managing director, Trimantium Capital Funds Management, leads the discussion with: Steve Merlicek, CIO of IOOF; David Sokulsky, head of investment strategy, UBS Wealth Management (Crestone); Matthew Davison, senior research analyst financials sector, Martin Currie Australia; and Mitch King, managing director, Lighthouse Infrastructure.
5.20pm. Day One close.
Tuesday, February 23
8.30am. Retirement Products and Strategies. Peter Dorrian, principal of Financial Consulting, leads a panel which attempts to cut through the common hyperbole and motherhood statements about this demographic challenge. Panelists: Donald Hellyer, co-founder and director, BigFuture; Ashley Porter, managing director and founder, Mclowd; and, Wade Matterson, practice leader and principal, Milliman.
9.30am. Class Actions: money for old rope? Patrick Liddy, of fund operations consultancy MSI Group, presents a panel discussing the ins and outs of the growing field attracting custodian, super fund and manager interest. Opt-out versus opt-in jurisdictions and the future for Australian fiduciaries. With Caroline Goodman, founder of Institutional Protection Services, Ruth Stackpool-Moore, director, Harbour Litigation Funding and Joanne Rees, CEO, Alley Group.
10.15am. Morning tea.
10.30am. Hot Off the Virtual Presses – the latest in fintech. Ian Dunbar, country manager, SuiteBox Solutions, and founder and director of Afiniation, The Finance Technology Network, leads discussion about:
- Does the closed ledger and APL of the traditional platform have a future, or do open access platforms such as Sharesight and Class Portfolio represent the future of the Investment Platform?
- How will the convergence of direct-to-consumer and adviser platforms play? Who will be the winners in Australia?
- What does the Blockchain mean for the future of platforms?
- What do developments in digital and mobile mean for platforms of tomorrow?
- What can platform operators learn from disruptive innovators such as AirBnB, Etsy and Uber?
Panelists include: Robin Stansfield, mobile solutions architect, Avaloq; Michael Eales, partner, Business Models Inc; Doug Morris, chief executive, Sharesight, and Jason Entwistle, director of strategic development, HUB24.
11.45am. It’s your data. With what is essentially a ‘blank canvas’ in relation to internal investment management technologies, superannuation firms are considering the appropriate platforms and services to ensure immediate, accurate and useable investment data. David Rhind of SS&C Technologies chairs a panel on the key drivers in this area, and the options available to super funds. Panelists include Ian Knox of Paragem, Andy Slade of SS&C and Peter Hele of National Asset Servicing.
1.15pm. Implementation efficiency: shining the spotlight on two areas where good investment ideas can be undone. Katharine Seymour, head of market development, BNP Paribas Securities Services, leads a panel with: Raewyn Williams, Director, research & after-tax solutions, Parametric, who presents new research on how much tax and trading inefficiency can undo a good investment approach and what funds and product sponsors can do to restore the value lost to investment portfolios from implementation inefficiency; with Alexander Morris, head of managed accounts development, banking and financial services, Macquarie Group, and Trish Nicklin, senior relationship manager, ASX Ltd.
2.15pm. Build or Rent? Getting a Platform with the Lot, on a Budget. Leng Ohlsson, principal of Splash Content, leads a panel discussion on the areas ripe for disruption in financial planning – front-end software, admin, research, etc. Panelists are: David Heather, CEO of managedaccounts.com.au; Sal Torrisi, MD of e-Clipse Online; Sarah Cummings, head of development, projects and change management, ClearView; and George Lucas, Managing Director, Instreet Investment and Emerald Wrap.
3.00pm Conference close
3.15pm. Buses depart for Gold Coast Airport.
SPEAKERS and PANELISTS
Trevor Dixon, former BPAY general counsel and current working group member Australian Digital Business Council.
Saxon Bartrop, Distributed Ledger Technology Lead, KPMG.
Richard Miller, Director Payments Advisory, Deloitte.
Leigh Mahoney, Head of Payments Portfolio, ANZ.
Simon Sywak, Head of Macro Products, J.P. Morgan Markets for Asia and EMEA.
Kelly Power, Head of Platforms, BT Financial Group.
Matt O’Keefe, partner, KPMG.
Alastair Pow, Relationship Manager, J.P. Morgan.
Paul Khoury, Head of State Street Global Services, Australia and New Zealand.
Jonathan Green, general manager investment implementation and operations, NSW TCorp.
Peter Curtis, COO Investments, AustralianSuper.
Graeme Arnott, deputy CEO, First State Super.
Lounarda David, COO Investments, Sunsuper.
Connie Mckeage, managing director, OneVue.
Judith Beck, human resources advisor.
Greta Thomas, OneVue non-executive director, management consultant and former eBay Australia launch marketer.
Peter Scott, general manager, Asia Pacific, Avaloq
Mike Giles, director and chief technology officer, Ignition Wealth.
Matt Crooks, managing director, Recreo Financial Technologies
Ian Knox, managing director, Paragem.
Aron Ping D’Souza, co-founder and CEO, Good Super.
Steve Merlicek, CIO of IOOF.
Phillip Kingston, co-chair and managing director, Trimantium Capital Funds Management.
David Sokulsky, head of investment strategy, UBS Wealth Management (Crestone).
Matthew Davison, senior research analyst financials sector, Martin Currie Australia.
Mitch King, managing director, Lighthouse Infrastructure
Nick Frolich, regional director, Avaloq Australia.
Peter Dorrian, principal, Financial Consulting.
Sam Stitt, Client Solutions, J.P. Morgan Asia Pacific.
Ashley Porter, managing director and founder Mclowd.
Wade Matterson, Practice Leader and Principal, Milliman.
Ian Dunbar, country manager, SuiteBox Solutions, and founder and of Afiniation, The Finance Technology Network.
Robin Stansfield, Mobile Solutions Architect, Avaloq.
Michael Eales, partner, Business Models Inc.
Doug Morris, chief executive, Sharesight.
Jason Entwistle, director of strategic development, HUB24.
David Rhind, SS&C Technologies.
Andy Slade, SS&C Technologies.
Raewyn Williams, Head of Pacific Market, Mercer Sentinel.
Alexander Morris, head of managed accounts development, Banking and Financial Services, Macquarie Group.
Katharine Seymour, Head of Market Development, BNP Paribas Securities Services.
Leng Ohlsson, principal of Splash Content.
David Heather, managing director, managedaccounts.com.au.
Sal Torrisi, managing director, e-Clipse Online.
Sarah Cummings, head of development, projects and change management, ClearView.
George Lucas, managing director, Instreet Investment.
Caroline Goodman, founder and managing director, Institutional Protection Services.
Ruth Stackpool-Moore, director, Harbour Litigation Funding.