NEWS
28 Nov 2014 - Efficiency in a Regulated World
INVESTMENT ADMINISTRATION CONFERENCE
Efficiency in a Regulated World
18 February 2015, Ivy Ballroom Sydney
This industry-leading event will bring together those shaping the future of investment fund administration in Australia to explore the key issues defining investment operations over the next five years.
The event will showcase the latest developments in efficiency, technology, strategy, reporting, processes, compliance and custodian relationships, with a focus on reducing costs and increasing returns for your fund.
This is a must attend for chief executive officers, chief operating officers, and senior operations staff from superannuation funds, funds managers, custodians and other providers.
Key issues to be examined include:
- Driving efficiency through the enhanced measurement, reporting and analysis of investment data
- Managing increasing data volumes - people, technology, value, compliance
- Implementing effective systems to support forecast growth in fund and member volumes
- Examining the ideal investment models for your fund
- Opportunities and challenges posed by new APRA reporting regulations
- New technology - tools to enhance the investment administration of increasingly diverse portfolios
- The changing relationship between funds and custodians
- Reducing costs and improving returns for funds administration
- Creating a profit centre from operations including securities lending
An Advisory Board comprising of the industry's top thought leaders is guiding the Investment Administration Conference. The Advisory Board includes:
- Peter Curtis, head of investment operations, AustralianSuper
- Lounarda David, investment operations manager, Sunsuper
- Stephen Huppert, partner, Deloitte
- Mark Neary, managing director Asia Pacific, Milestone
- Kyle Ringrose, head of investment operations, QSuper
- Rohan Singh, managing director, country head, Northern Trust
- Drew Vaughan, owner, Dymond, Foulds & Vaughan
View the full AGENDA and REGISTER before 15 December 2014 for early bird pricing.
For further information regarding registration please contact Elena Chatz, Conference Operations Manager.
Efficiency in a Regulated World (pdf format)
14 Nov 2014 - Fund In Focus - Morphic Global Opportunities Fund
Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund talks about how the
Fund performed in October 2014 and was positioned at the end of the month.
Watch AFM's other videos.
7 Nov 2014 - Wine Tasting with Global Investment Themes
Global Megatrends and Innovations not available in Australia
13 November at Sydney Royal Exchange
Insync Funds Management would like to cordially invite you to an evening presentation on some of the powerful global investment themes that will help to build your wealth offshore together with a tasting of some truly interesting wines from all corners of the world.
Join us and learn:
- In a post-GFC economy what are some of the mega-trends that will shape the global economy over the next decade;
- The importance of investing in the knowledge leaders who are driving product innovation in their respective industries;
- What exceptional opportunities can be found offshore to complement your Australian shares portfolio.
Venue: The Royal Exchange of Sydney, 1 Gresham Street , Sydney
Date: Thursday 13th November 2014
Time: 5.30 - 7.30pm
RSVP: Click here to RSVP or call David Johns from Insync Fund Managers on 0412 679 136
Best Cellars Night of Global Investment Themes (pdf format)
16 Sep 2014 - AIMA Australia Hedge Fund Forum
AIMA AUSTRALIA HEDGE FUND FORUM
16 September 2014 at the Softiel Sydney Wentworth
The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and international speakers sharing insights, reflections, war-stories and facts with hedge fund managers and investors.
Register now for the AIMA Australian Hedge Fund Forum - a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and international speakers sharing insights, reflections, war-stories and facts with hedge fund managers and investors, including:
- How can Hedge Funds generate Alpha from Australia?
- Lateral insights into global investment opportunities
- ASIC presentation of survey findings with Q&A
- Family Office Investor Panel - How do Australian Hedge Funds access local & international Family Offices?
- Hedge Fund Investing - current landscape and challenges
- Asset Consultants and Advisors - how do we work with hedge funds?
I look forward to welcoming you to this very important industry event.
For all enquiries, please contact:
Michael Gallagher
General Manager, AIMA Australia
M: +61 (0)412 224 400, E: [email protected], W: www.aima-australia.org
To register for the conference please click here.
AIMA Australia Hedge Fund Forum (jpg format)
8 Sep 2014 - ARRIA Round Table - Brisbane
AARIA ROUND TABLE 2014
Tuesday 9 September 2014 in Brisbane
We operate in the area of "real returns" and are eager to help our network of IFA's that operate outside the traditional static buy and hold methodology. This has led me to meeting the Association of Real Return Investment Advisers (ARRIA).
The Group has been established as a not-for-profit entity run by advisers for advisers. ARRIA is an initiative based on feedback and insights from advisers regarding the challenges that they face in using Real Return investment strategies, which they believe are able to deliver tangible solutions to meet their client's objectives.
ARRIA is hosting a round table discussion on Tuesday 9 September, from 12pm to 4.30pm, in Brisbane and offers a valuable opportunity to meet with likeminded advisers. The agenda for the round table is as follows:
Round Table 1: Agenda
- What are the implications of developing Real Return outcomes for PI and the regulators?
- Panel discussion - which alternative "strategies" work when?
- Panel discussion - what are the new investment opportunities, "access" methods (e.g. LICs), strategies, asset classes and investment flavours?
- Tool time
- Open Forum
Click here to register for the Round Table event, or if you would like more information please contact:
Philip Reid | General Manager
Association of Real Return Investment Advisers Limited (ARRIA)
ABN 82 99 168 267 623
GPO Box 5025, Sydney NSW 2001
T 0411-828 097 E [email protected]
The next Round Table event to be held in Brisbane will be on Tuesday 9 December 2014.
As an association ARRIA aims to:
- assist in setting and maintaining a higher level of professional standards for all Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry.
- create an environment where all Real Return Investment Advisers and all relevant Stakeholders can network in appropriate forums to advance the exchange of information, best-practice and compliance issues;
- create an environment where all Real Return Investment Advisers and all relevant Stakeholders can leverage industry resources;
- assist with the gathering and dissemination of resources in order to help facilitate:
- the collation and provision of information of interest or relevance;
- the development and / or access of appropriate tools;
- access to and sourcing of relevant and appropriate expertise;
- liaise and co-ordinate communications with government, regulatory bodies, other relevant industry associations and general service providers in the real return investment industry;
- whether undertaken with or without other participants; to promote, organise, conduct and/or participate in meetings, lectures, seminars, study groups, conferences, education, training and counselling courses for the purposes of increasing and advancing the knowledge and understanding of all facets and issues affecting or related to Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry;
The operations of ARRIA are overseen by a Board, under the direction of the associations' corporate constitution and guidance of the directors. Both Directors and the Board are elected by the members on a rotation policy.
ARRIA Round Table (pdf format)
3 Sep 2014 - Charity Regatta
2014 Financial and Media Markets Charity Regatta
Sydney - Friday 24 October 2014
The Hedge Fund Association, is pleased to be a supporting the ASX Thomson Reuters Charity Foundation 2014 Financial and Media Markets Charity Regatta, out of Middle Harbour Yacht Club, New South Wales. It will be a fantastic day, with lots of fun to be had by all. Full details of the Regatta can be found here.
The Foundation organises an annual charity sailing regatta. Up to 60 class one, two and three yachts are expected to take part. There is also a 150 person VIP spectator boat to follow the race with guests enjoying a superb lunch. A prize giving reception, BBQ and beach party is held at Middle Harbour Yacht Club after the race.
We would like to encourage yacht owners to donate the use of their yacht, with skipper and one or two experienced crew for the day. The Charity Foundation will source a ?sponsor and guest crew? for each yacht which will contribute towards the fundraising. Sponsors in cash and in kind are also needed for the BBQ, Sailing Shirts, Caps, BBQ, Beach Band, Drinks and Signage.
Program of the Day - 10am registration for 1pm race start
Enquiries regarding the Regatta can be directed to David Brocklehurst.
To enquire further about HFA membership please contact Adriana Kostov, Australian Regional Director, HFA
2014 Charity Regatta (pdf format)
1 Sep 2014 - Post-Retirement Australia 2014 Conference
POST- RETIREMENT AUSTRALIA 2014 CONFERENCE
21st-22nd October, 2014, Grace Hotel, Sydney
Comprehensive and timely two day forum for high profile cross industry participants to provide updates, insights and ongoing discussion into the key issues central to achieving optimal financial outcomes for Australia's rapidly growing retiree sector.
(A "must attend" event, in a time of government belt tightening, regulatory reform and persistent global economic and market volatility)
Over two jam packed days delegates will be privy to a comprehensive range of topics including the political, regulatory, economic and social landscape and factors shaping the future of the post-retirement sector to in-depth examination of the funds accumulation, transition and post-retirement phases, to innovative retirement product options and asset allocation, risk considerations, optimising tax efficiencies, improved advice and data administration developments.
THE CONFERENCE WILL COVER:
- Political and regulatory factors driving the financial future for Australian baby boomers as they migrate across into retirement
- What Australia can learn from the northern hemisphere's approach to the ageing population dilemma
- Accumulating wealth for Super members to maximise retirement funds - Trustee perspectives
- Transitioning into retirement - examines the big questions and decisions to be made to pave the way forward for a comfortable retirement
- Engaging default members for better financial outcomes in retirement
- The increasing importance of sound and reliable advice
- Insights, trends and developments in Super and retirement funds administration
- Innovative retirement products and de-cumulated funds allocation strategies
- Working through the technical and operational complexities of new product implementation
- What?s happening in the SMSF sector post retirement?
- Increasing tax efficiency for retirees
- Future outlook - what will be the ultimate measure of success for retiree sector income, satisfaction and security?
Dates: 21st-22nd October 2014
Time: 8:30am - 5:30pm
Location: Grace Hotel, Sydney
Event AGENDA and booking form can be found here.
iPARM Australia 2014 (pdf format)
31 Aug 2014 - iPARM Australia 2014
Investment Performance Measurement, Attribution & Risk Management 2014 Forum
15-17 October 2014,
8:30am - 5:30pm, Grace Hotel, Sydney
- The 5 things every performance measurement professional must know
- Key implications in risk & performance measurement and management
- Using Attribution to truly improve the investment decision making process
- Long horizon performance -Why is it so relevant to superannuation funds?
- Case Study- Insourcing performance analytics
- Risk regulatory landscape- impact & opportunities for institutional investors
- Post-Conference Workshop: Introduction to Performance Attribution
iPARM Australia 2014 (pdf format)
26 Aug 2014 - Platforms & Wraps Conference
Platforms and Wraps Conference - Money Management
27-29 August, Hunter Valley, NSW
The platforms and wraps sector is changing and providers are under pressure to deliver innovation and aggregation, which are the keys to ongoing success and financial sustainability in this highly competitive market.
You are invited to hear from more than 30 leading experts who are coming together to discuss the issues and challenges facing the sector at Money Management's Platforms & Wraps Conference.
The conference involves:
INNOVATION AND THOUGHT LEADERSHIP TO DRIVE THE INDUSTRY:
- International speaker Mark Polson will share insights into the UK platform market and shed light into some corners of the market that some wrap providers would rather remain in the dark.
- International speaker Christopher Faddy will discuss the globalisation of managed accounts.
- Dr Robert Kay will give a keynote presentation on innovation and decision-making for growth and how to overcome challenges to growth.
IMPORTANT INDUSTRY UPDATES AND THE LATEST RESEARCH FINDINGS:
- Richard Wormald, General Manager, Financial Services, Coles, will talk about the supermarket giants entering into financial services and what this means for the industry.
- Vanessa McMahon, Managing Director at Wealth Insights, will provide a rundown of trends, inflows, market dynamics and key themes.
- Christina Kalantzis, Principal at Alexis Compliance & Risk Solutions, will talk about complying with RG148.
Plus many more CEOs, managing directors, and heads of insurance and platform services will explore the strategies needed to drive innovation and success in a changing industry.
Read the Conference Agenda here, and also the Network social events planner
Click here to Register
(unique offer available to www.fundmonitors - early bird rates)
There are also numerous networking opportunities, including a wine tour of Hope Estate, with a two course dinner, beverages and entertainment, along with a pre-conference golf day.
There are limited spaces remaining! Register for Money Management's Platforms & Wraps Conference, and join thought leaders and your peers at this premier event.
For more information, visit www.investmentplatforms.com.au. Alternatively, call 02 8484 0957 or email [email protected]
Money Management would like to thank their sponsors:
Platinum Sponsor: GBST Bronze Sponsor: BNY Mellon
21 Aug 2014 - ARRIA Round Table - Melbourne
AARIA ROUND TABLE 2014
Tuesday 26 August 2014 in Melbourne
We operate in the area of "real returns" and are eager to help our network of IFA's that operate outside the traditional static buy and hold methodology. This has led me to meeting the Association of Real Return Investment Advisers (ARRIA).
The Group has been established as a not-for-profit entity run by advisers for advisers. ARRIA is an initiative based on feedback and insights from advisers regarding the challenges that they face in using Real Return investment strategies, which they believe are able to deliver tangible solutions to meet their client's objectives.
ARRIA is hosting a round table discussion on Tuesday 26th August, from 12pm to 4.30pm, in Melbourne and offers a valuable opportunity to meet with likeminded advisers. The agenda for the round table is as follows:
Round Table 1: Agenda
- What are the implications of developing Real Return outcomes for PI and the regulators?
- Panel discussion - which alternative "strategies" work when?
- Panel discussion - what are the new investment opportunities, "access" methods (e.g. LICs), strategies, asset classes and investment flavours?
- Tool time
- Open Forum
Click here to register for the Round Table event, or if you would like more information please contact:
Philip Reid | General Manager
Association of Real Return Investment Advisers Limited (ARRIA)
ABN 82 99 168 267 623
GPO Box 5025, Sydney NSW 2001
T 0411-828 097 E [email protected]
The next Round Table event to be held in Melbourne will be on Tuesday 25 November 2014.
As an association ARRIA aims to:
- assist in setting and maintaining a higher level of professional standards for all Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry.
- create an environment where all Real Return Investment Advisers and all relevant Stakeholders can network in appropriate forums to advance the exchange of information, best-practice and compliance issues;
- create an environment where all Real Return Investment Advisers and all relevant Stakeholders can leverage industry resources;
- assist with the gathering and dissemination of resources in order to help facilitate:
- the collation and provision of information of interest or relevance;
- the development and / or access of appropriate tools;
- access to and sourcing of relevant and appropriate expertise;
- liaise and co-ordinate communications with government, regulatory bodies, other relevant industry associations and general service providers in the real return investment industry;
- whether undertaken with or without other participants; to promote, organise, conduct and/or participate in meetings, lectures, seminars, study groups, conferences, education, training and counselling courses for the purposes of increasing and advancing the knowledge and understanding of all facets and issues affecting or related to Real Return Investment Advisers and all relevant Stakeholders in the real return investment industry;
The operations of ARRIA are overseen by a Board, under the direction of the associations' corporate constitution and guidance of the directors. Both Directors and the Board are elected by the members on a rotation policy.
ARRIA Round Table (pdf format)
