6th Risk and Performance Summit

4 September 2024

The Fullerton Hotel Sydney

A growing focus on investment performance coupled with an increasingly uncertain and challenging macroeconomic environment and regulation means that, more than ever, investment risk and performance professionals must be on their A-game.

Now in its 6th year, the leading ‘Risk and Performance Summit’ brings together senior investment risk, performance and other practitioners from key asset owners and their fund managers to explore these challenges, problem-solve and discuss ideas in investment risk and performance measurement.

Produced in close consultation with industry practitioners, the agenda provides a 360-degree view of best practice in managing risk and returns.

Following the successful 2022 and 2023 events, the 6th Risk and Performance Summit will again be held alongside our big annual ‘Investment Data & Technology Summit’ as a separate conference. Both events will be held in the conference ballrooms on the lower ground floor. This will offer expanded content, along with a bigger joint networking area – in short a larger forum and expo, catering to both the consumers and managers of investment data and technology.

PLEASE NOTE: access is restricted to investment management firms only.

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Event Updates

Featured Speakers 2023

Nick Horn

speaker

Nick is the head of investment risk at Australian Retirement Trust, leading the investment risk function for the $240 billion superannuation fund.

James Bandara

speaker

James is the co-portfolio manager for the Schroder Australian Equities Biodiversity Strategy, with eight years’ experience as a data scientist and investment analyst.

Hannah Fitzgerald

speaker

Hannah has oversight of counterparty risk and leads the Libor transition at IFM, as well as developing risk analysis and metrics, and supporting the unlisted valuations process.

Matthew Dive

speaker

Matthew joined AustralianSuper in 2013, and is responsible for the analysis, management, and framework for investment risk across the portfolio.

James Thompson

speaker

Based in Sydney, James leads a team of 11 supporting Perpetual’s Australian boutiques (Perpetual, Pendal) with performance, attribution and investment analytics.

Angela Teh

speaker

Angela has been in the performance and attribution industry for eight years and leads the investment performance attribution team at AustralianSuper.

Remi Goron

speaker

Remi is responsible for investment risk budgeting and risk analysis across Brighter Super's portfolios.

Jeff Gebler

speaker

Jeff is the head of risk and analytics at Ardea Investment Management, where he is responsible for the risk framework and performance attribution.

Mengsha Gao

speaker

Mengsha is an investment performance professional and currently leads the performance and analytics team at Cbus.

Chris Medlow

speaker

Chris is responsible for the delivery of performance and analytics, business intelligence reporting and client reporting at Funds SA.

The content is suited to:

Heads of investment risk
Heads of performance
Investment analysts
Reporting managers
Data and technology specialists
Heads of risk & compliance
Chief financial officers
Chief operating officers

Attending offers delegates a unique opportunity to discuss best practice and examine issues that will impact their organisations and roles in the coming years; exchange ideas and network with peers in an exclusive setting.

Feedback 2023 (out of 10)

Overall:	8.5
Agenda:	8.1
Speakers:	7.9
Would attend again:	92%
Would recommend:	92%

Testimonials

“The event overall was really good.”

“The topics and questions were really good. Moderators of panels did a good job and were knowledgeable.”

“Topics were really good, questions were great.”