Annual UP – Unit Pricing Forum 2023 | IBR Conferences Pty Ltd | 4 December 2023 | Novotel Sydney Central, 169/179 Thomas St, Haymarket NSW 2000, Australia

This forum has been embraced by industry participants for more than a decade. It provides valuable insights for new participants as well as highlighting emerging trends for more experienced delegates. Speakers include some of the most widely recognised authorities on unit pricing in the industry. Their presentations will provide opportunities to share their experiences and thoughts throughout the two-day Forum. Topics at this year’s forum include a reflection on the traditional unit pricing models adopted by service providers and considers whether the “use by date” may be approaching or whether these models have and will continue to stand the test of time. The valuations of unlisted assets have been a focus of finance industry regulators, superannuation funds and investment managers throughout this year and we will examine the key issues and how they may impact on the integrity of unit prices. Further topics include arbitrage mitigation, automation and technology, unit pricing control frameworks and insights into service providers methodologies and challenges.

The forum is suitable for anyone engaged in the unit pricing process from the most junior to the most senior members of an organisation. The forum will also be informative and interesting for those wishing to gain some insights into unit pricing from the outside.

2023 Speakers

Matthew Baynes
Senior Manager, Investment Accounting and Operations, Funds Sa

Martin Walsh
Independent Financial Services Consultant

Lisa Bates
Head of Fund Operations, at Generation Life

Paul Khoury
Chief Executive Officer, Link Fund Solutions

Craig Roodt
Director – Investment & Wealth Advisory, Deloitte Touche Tohmatsu

Cian O’driscoll
Country Manager, Financial Risk Solutions (frs) Ltd

Kyle Ringrose
Principal, at Athena Ioc

Sean Mcging
Managing Director, Mcging Advisory & Actuarial

Stephen Huppert
Independent Consultant & Advisor Independent Consultant & Advisor, Stephen Huppert

Paul Toepfer
Director, Konu

Peter Kirievsky
Director, Assurance and Advisory Deloitte Touche Tohmatsu

Raewyn Williams
Principal, Jefferson & Shea Impact Strategists

David Millar
Partner- Financial Services, Consulting, Ernst & Young

Jules Gribble
Principal, Pfs Consulting

Séamus Ó Concheanainn
Managing Director, at Cxi Software

William J Walker
Director, Consulting Services, Australia, Cutter Associates

Daniel Bartlett
Actuarial Analyst, at Mcging Advisory & Actuarial

2023 Sponsors

GOLD SPONSOR:
• FRS Invest Pro