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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Featured Speakers

Maaike van Tol

Maaike is a director, portfolio design in the asset allocation team at NZ Super. Prior, she held senior roles at ANZ Investments and ING Investment Management.

Mehdi Yazdan

Mehdi is the head of investment risk at Perpetual. He has over 18 years of experience in funds management, specialising in investment risk and analytics.

Alan Pullen

Alan is a portfolio manager at Magellan Asset Management, and directly manages a number of the firms investment strategies.

Hui Goh

Hui Goh is a senior portfolio risk analyst in the portfolio risk and solutions team at VFMC.

Thomas Gillespie

Tom is responsible for the measuring and assessment of investment and liability risk across all NSW TCorp client portfolios.

Alan Casey

Alan's responsibilities at Aware Super cover exposure management and execution across derivatives, equities, foreign exchange and securities finance.

Mark Macarounas

Mark is the head of investment performance at First Sentier Investors.

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.

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