Venue
The Grace Hotel
The Grace Hotel, 77 York St, Sydney NSW 2000, Australia

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Event Date Mon Nov 25 AEDT - Wed Nov 27 AEDT (almost 2 years ago)
In your timezone (EDT): Sun Nov 24 4:30pm - Wed Nov 27 1:00am
Location The Grace Hotel
77 York St, Sydney NSW 2000, Australia
Region APAC
Details

Panel Discussion Sessions:
• An Increasing Importance for Top Quality Risk & Performance Analytics – What, Why & How?
• 2020 GIPSStandards Update and Implementation Challenges
• Are superannuation funds paying enough attention to post-tax returns
• Long horizon performance measurement
• Complexities of outsourcing and offshoring
• Emerging Disruptive Technologies, which ones might have the biggest impact upon investment, performance measurement and attribution practices?

Other Discussion Topics to Include:
• The relevance and importance of measuring investment returns post-tax
• Attribution of superannuation funds’ performance
• Measuring long term performance for a superannuation fund
• Value at Risk
• Measuring performance of portfolios including leverage and derivatives
• Measuring the impact on return and volatility of long duration bonds
• Data Quality & Management: how data quality impacts client reporting, metrics, attribution and analysis
• Measuring and Reporting Performance & risk for Alternative Investment Strategies
• Factor Based Performance and Risk
• New Fee Structure: What are the ripple effects upon asset managers as they adjust to a new fee structure?
• Leveraging the custodian to provide leading edge performance analytics technology
• Measuring the income rather than the market values
• Should performance analytics for a superannuation fund be conducted inhouse or outsourced to the custodian
• The current state of AI offerings and how they could be applied to performance measurement activities
• How to tackle some of the major factors that can have a great impact upon performance measurement operations.
• Fixed income performance attribution using risk numbers

Speakers

2019 Speakers

Mark Goodey
Director and Head of Investment Analytics, Eagle Investment Systems LLC

Raewyn Williams
Managing Director Research, Parametric

Trent Brandie CFA, CIPM,
Performance & Attribution Manager, Australian Super

Kyle Ringrose
Principal Athena IOC Pty Ltd

Elske Van De Burgt
Managing Director - Investment Performance, Ortec Finance

Stuart Hoy
Product Manager, Investment Information Services, JPMorgan Chase & Co.

Eddie Chan CFA, CIPM
Director, Professional Conduct, Enforcement, and Global Industry Standards, CFA Institute

Han Kim, CFA
Senior Performance Analyst, Group Data & Analytics, Aberdeen Standard Investments

Chris Collins
Director, Investment and Wealth Advisory, Assurance and Advisory, Deloitte Touche Tohmatsu

Iain Perry CFA
Head of Portfolio Analytics & Investment Risk, Morningstar

Mark R. David CFA
Director of Performance Risk & Analytics, Meradia Group (USA) (TBC)

Gavin Yip
Associate Director - Data & Analytics Product, APAC, RBC

Kathy Taylor-Hofman
Business Solutions Executive, GBST

Stephen Gwynne
Senior VP, Head of Investment Risk and Analytics Services, Northern Trust

Stefan Trueck
Professor of Business Analytics, Dept of Actuarial Studies and Business Analytics, Macquarie University

Damien Damiano
CIPM, Portfolio & Performance Analyst at Martin Currie Australia Committee Member, CFA Institute

Elizabeth McArthur
Journalist, Financial Standard

Assoc Prof Geoff Warren
Research School of Finance, Actuarial Studies and Statistics, The Australian National University

Matthew Armstrong
Manager - ALM Reporting, QSuper Group

Nick Wade
Director, Asia-Pacific Marketing, Northfield Information Services Asia Ltd

Vasyl Nair
Chief Risk Officer, Mine Super

Damian Cottier
Sustainable Future Trust Portfolio Manager, eInvest Future Impact Small Caps Fund and Perennial Small Caps Sustainable Future Fund

Bjorn Schmidt
Founder, Panacea Consulting Services Pty Ltd

Zarmeen Pavri
Managing Director, Sustainable Contracting Services, Non Executive Director, U Ethical Funds Management

Tim Svenson
Senior Analyst, Performance Attribution, Funds SA

Sponsors & Partners

2019 Sponsors

DIAMOND SPONSOR:
• BNY Mellon | Eagle

PLATINUM SPONSOR:
• CFA Institute

GOLD SPONSOR:
• Ortec Finance