Schedule

08:15am - 09:00am

Registration

08:45am - 09:10am

Opening Remarks & Welcome

09:10am - 09:50am

Keynote address - The road ahead

The outlook for the conomy and financial market in 2012 is both foreboding and challenging.  In this session Dr Caton will share his views on what to expect of the global economic climate in the year ahead.

09:50am - 10:30am

Does size matter?

At what level do super funds achieve optimal operational efficiency?  This session will discuss how regulatory and economic forces are fuelling the industry’s appetite for consolidation, and how operating models, including in/outsourcing arrangements, ...

10:30am - 11:00am

Through the looking glass: the coming retail revolution

Drawing on experiences from the US, Canada and UK, Mark will examine how regulation, the pressure for greater transparency, changing demographics, margin compression and a growing talent shortage will be a key driver in determining how retail clients are ...

11:00am - 11:30am

Morning Tea

11:30am - 12:00pm

Automation: time for a deeper embrace?

During the past decade the industry has tried to improve efficiencies through automation. There have been success stories along the way but with superannuation funds and fund managers under intense pressure from margins and regulations, and requirements by ...

11:30am - 12:00pm

Pushing the boundaries

Custodians, trustees and asset managers are finding themselves in new spaces of regulation and compliance. ASIC has even flagged a possibility of custodians having roles in future as gatekeepers against client fraud.  Where do counterparty responsibilities ...

12:00pm - 12:30pm

Alternative assets

This fast growing investment stream throws up challenges, from valuing hard-to-price assets to liquidity stress testing and assessing counter-party risk. How are requirements about transparency, reporting and administration being managed?

12:00pm - 12:30pm

Getting short with corporate actions

The ASX is proposing to improve the process for lodging and disseminating announcements related to corporate actions. How will this impact the different market participants?

12:30pm - 01:00pm

Over the counter

What has the Dodd-Frank Wall Street Reform Act thrown up for OTC derivative valuation and clearing?  What is best practice in administering OTC derivatives?

12:30pm - 01:00pm

The bottom line

Superannuation fund members accumulate wealth and retire on post-tax, not pre-tax investment returns. Australia is one of the few pension environments where income on pension fund investments is subject to taxation. Are the trustees of superannuation funds ...

01:00pm - 02:00pm

Lunch

02:00pm - 02:40pm

Keynote Address - Keeping the money flowing

In spite of gloomy predictions for the global economy, Australia’s economy is wrapped in more optimism than most.  It looks as though an enlarged domestic bond market will be introduced in the foreseeable future, raising the issue of whether Australia ...

02:40pm - 03:10pm

Shedding light on dark pools and high frequency trading

High frequency, quantitative trading and dark pools are new kids on the securities block. What does their increasing presence mean for the open trading platform and the way funds invest? Do they really make the market more efficient and keep the lid on

03:10pm - 03:40pm

Afternoon Tea

03:40pm - 04:10pm

Gearing up for FATCA

The U.S. signed the far-reaching Foreign Account Tax Compliance Act (FATCA) into law in March 2010; those under its radar need to modify frameworks, processes and procedures to meet a January 2013 deadline for implementation.  How will it impact the ...

04:10pm - 04:50pm

Reflecting the back office

Things have come a long way in back office administration, but there are still frustrations. This panel will present their report card and discuss where there is room for improvement.

04:50pm - 05:30pm

Lifting the bar: What will the future business landscape look like?

Nano-technology, social media, crowd sourcing; a radically changing business landscape is revolutionising the way commerce interacts.  New entrepreneurs with new business models are emerging.  Is the time coming when we will do business in a world ...

05:30pm - 06:30pm

Conference close

06:30pm - 09:30pm

Conference annual gala dinner

Dinner Speaker: David Gonski Professional chair, director and philanthropist.