11th annual iPARM Australia Forum 2023 | IBR Conferences Pty Ltd | 12 November 2023 | Novotel Sydney Central, 169/179 Thomas St, Haymarket NSW 2000, Australia

Topics Covered:

• Peer comparison or strategic asset allocation benchmarks
• CPI + benchmarks
• Valuations of unlisted assets for performance analytics
• Benchmarks and valuations
• Progress with the YFYS super fund performance measures
• Measuring investment risk for long term investors
• Risk adjusted attribution analysis
• Augmenting traditional risk models for emerging
• Why Data Visualization Matters?
• Aligning the data management ecosystem for improved investment analytics and risk analysis
• Latest innovations in investment performance technology solutions
• Aligning the data management ecosystem for improved investment analytics and risk analysis
• Latest innovations in investment performance technology solutions
• Currency management
• Measuring performance for long horizon investors
• The issues with short-term thinking in a long term investment environment
• Decades on … Why the industry has yet to fully come to grips with tax aware investment management
• Measuring the returns of Life Cycle funds
• Investment performance reporting for the Investment Committee and Board
• Are we making progress in investment performance analytics or are we just moving in circles
• Custodian performance measurement services through the eyes of an asset manager
• ESG- It’s impact on Performance & reporting implications

2023 Speakers

Carl Bacon
Cipm Chief Adviser, Confluence (uk). Founder Freedom Index Company, Uk, Statpro

Rein Van Rooyen
Senior Director, Cutter Associates

Kyle Ringrose
Principal at Athena Ioc, Athena Ioc

Andrew Colin
Director, Flametree Technologies (uk)

David Carruthers
Principal Consultant, Head of Member Solutions, Frontier Advisors

Rob Leck
Senior Manager Total Portfolio Risk & Regulatory Modelling, Rest Super

Stephen Huppert
Independent Consultant & Advisor, Stephen Huppert

Joe Kavanagh
Head of Performance Measurement & Risk Analysis, Kbi Global Investors

Raewyn Williams
Principal, Jefferson & Shea Impact Strategists

Eugene Koutsenko
Associate Director, at Alpha Fmc

Christopher Del Monaco
Performance Manager, at Australiansuper

Rhodri Roberts
Apac Head of Product Management-Performance & Analytics, State Street

Michael Quinn
Head of Advisory, Qmv

Chris Callard
Manager Audit, Assurance & Risk Consulting, Kpmg

Chris Collins
Senior Market Risk Manager, at Citi

Frank Ashe
Non-Exec Director, Independent Consultant, Qualitative & Quantitative

Iain Perry
Head of Performance Analytics and Investment Risk, Morningstar Investment Management

Ian Fryer
General Manager, at Chant West