Net investment performance is a hot media topic.

How do investment managers achieve improvements to the bottom line without impacting the quality of their work?

Monetary stimulus, regulatory scrutiny, government sensitivities are all putting pressure on fees and expenses.

Many large pension funds are in-sourcing asset management functions, creating a new force of competition, while others are consolidating institutional and retail sales teams.

How can technology bridge this gap, reduce operating costs for fund managers and forge a sticky relationship with the end investor?

EVENT DETAILS

DATE: Wednesday 20 November

TIME: Registration 8:00am for an 8:30am session start

VENUE: Financial Services Council, King Room, Level 24, 44 Market Street, Sydney 

ABOUT YOUR SPEAKERS 

Kathryn Barnes I Managing Director | BlackRock

Kathryn is the Head of Digital Strategy for Australia and APAC primary lead for Sales Enablement. Ms. Barnes is responsible for the implementation of the digital technology strategy and driving client engagement in a dynamic and complex wealth management environment. She is a member of the BlackRock Australia Executive Committee. Previously Ms. Barnes was the Chief Operating Officer for BlackRock Australia, overseeing BlackRock Australia operations and helping manage the day-to-day business of the firm.

 

Mike Giles | Co Founder & Chief Technology Officer | Ignition Advice

Mike has spent 30 years as a software developer and technology consultant in the financial services. He has delivered solutions to more than 20 banks around the world, including CBA and NAB in Australia, Lloyds and Barclays in the UK, Merrill Lynch in the US and ING in India and Asia. From mainframes to web portals to devices he has built the full spectrum of solutions across banking and wealth. Mike has always been at the forefront of software development for super funds, with a near obsessive mathematician’s passion for the algorithms that make advice work. 

Nick Boudrie I Co-founder and CEO I LAB Group 

Nick has grown LAB Group from start-up to scale using extensive process and automation techniques utilising the latest technology platforms. LAB provides an on-boarding platform for consumers to digitally engage into financial services. LAB facilitates all channels of engagement for over 70 AFS Licensees covering direct marketing channels, dealer groups, distribution partners and data feeds from other vendor platforms. All aspects of AML/CTF, KYC, FATCA/CRS are managed through regulatory aligned standard workflows in a Software-as-a-Service.

Mike Ghenta I Financial Services Executive

Mike is a former McKinsey consultant and financial services executive with global experience in investment and wealth management. He is passionate about providing affordable and independent investment services to all Australians by leveraging technology and digital channels. Mike developed the first full service online trading platform for managed funds in the US, was head of Strategy and Online Marketing at Citigroup’s wealth management division, and ran the wholesale division of Etrade. 

Justin Burman I Director, Full Service, Product (APAC) I RBC Investor & Treasury Services 

Justin is responsible for the Full Service Product suite in APAC across custody, fund accounting, unit pricing, financial & regulatory reporting, tax services and client reporting. His role includes responsibility across APAC for RBC I&TS’ bundled services product strategy. Justin has over 25 years of financial services experience joining RBC I&TS after 14 years with BNP Paribas Securities Services, in Sydney, most recently as Head of Product, Institutional Investor Services, Australia and New Zealand.