11th Fund Summit

30 October 2024

Amora Hotel Jamison Sydney

Established in 2014, the Fund Summit is Australia’s longest-running investment operations and technology conference for senior executives from super funds, asset managers, insurers and other wealth management organisations.

It is focused on strategy and business implications for C-level and other executives, and sits at the intersection between key industry drivers and how investment businesses can set up to navigate them.

The event examines a selection of topical items as researched with the industry, through presentations, panel sessions, discussion and Q&A.

Please note: access is restricted to institutional and wholesale investors only.

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Featured Speakers 2023

Lucy Carr

Lucy is the COO of VFMC, with accountability for leading the data and analytics, digital and technology, investment operations, projects and change portfolios.

Andrew Ko

As the head of strategy at ART, Andrew designed the first corporate strategy for the fund in 2022 which established the longer-term vision for ART.

Stuart Develyn

Stuart has over 15 years of experience as a strong and dynamic leader with depth of knowledge within financial services.

Jane Couchman

Jane is the chief risk officer of Aware Super, and prior led the global compliance function of the Commonwealth Bank of Australia.

Tony Burrill

Mr Burrill is responsible for the implementation of Funds SA’s enterprise risk framework, corporate governance, and compliance function.

Justin Howell

Justin joined Aware Super in September 2023 as chief operating officer - investments. He possesses over 18 years’ experience in the finance industry.

Clare Marlow

Clare is a managing director and head of client solutions APAC/Middle East for State Street Global Markets.

Anvij Saxena

The CRO of Insignia Financial, Anvij is a highly experienced chief risk officer and financial services executive.

Madeleine Mattera

Madeleine is a governance, risk and compliance advisor with over 30 years’ experience across the financial services landscape.

Nick Therkelson

An expert associate partner with Bain & Company, Nick Therkelson's career has focused on the practical application and scaling of AI & ML solutions.

Nick Potter

Nick leads QIC's corporate risk team, whose responsibilities include maintaining risk management frameworks and enterprise-wide risk activities.

Marian Azer

Marian is a well-known industry advocate who promotes efficiency, innovation and recognition of the contributions of the investment operations industry.

The content is suited to:

  • Chief Operating Officers
  • Chief Financial Officers
  • Heads of Investment Operations
  • Heads of Product & Strategy
  • Chief Risk Officers
  • Other interested senior executives

Attending offers delegates a useful opportunity to examine issues that impact their organisations now and going forward, discuss best practice, exchange ideas and interact with peers in an intimate setting.​​

Feedback 2023 (out of 10)

Overall:8.8
Agenda:8.2
Speakers:8.3
Would attend again:92%
Would recommend:100%

Testimonials

 

“The event is great. You get a good group of people and interesting topics.”

“Well done on a good agenda and addressing the business and operational considerations of funds in an effective manner.”

“Thank you for inviting me to this conference. It was very useful and I caught up with a few colleagues I hadn’t seen in a while.”

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