7th Risk and Performance Summit

26 August 2025

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 7th 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 previous format, the 7th Risk and Performance Summit will again be held alongside our annual ‘Investment Data & Technology Summit’. 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

Nigel Wilkin-Smith

Nigel is an investor with lengthy experience designing and managing large global portfolios across public and private markets, alternative strategies and derivatives.

Aaron Paisley

Aaron leads the teams responsible for independent investment performance analysis, risk analytics, portfolio monitoring and reporting at HESTA Super.

Sasha Loutcheva

Sasha leads the intellectual property development and research underpinning WTW’s total portfolio approach to portfolio construction.

Phoebe Mao

Phoebe is responsible for supporting the implementation of Telstra Super's asset allocation through rebalancing, derivative overlay execution and portfolio construction.

Virginia Zhong

Virginia leads the design and implementation of risk and governance frameworks across ART’s investments division.

Olivier Verburg

Olivier is responsible for the growth of FactSet’s performance solutions, including GIPS composite management & performance managed services.

Vedran Skopljak

Vedran is part of MLC Asset Management’s derivatives specialist team with over 10 years of experience designing and managing derivative strategies.

Ondre Ozer

Ondre Ozer joined Australian Retirement Trust (formerly Sunsuper) in 2019 and is a senior portfolio manager in total portfolio management and resilience.

Scott Bennett

Scott Bennett is responsible for Invesco's multi-asset strategies in the Australian market.

Andrew Arthur

Andrew is a director of investment risk at AustralianSuper, providing an investment risk lens to active investment decisions made within the asset allocation function.

Thomas Gillespie

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

Daniel Ackland

At Insignia Financial, Daniel is responsible for providing investment risk and performance analytics across both listed and unlisted asset classes and reporting.

Clare Marlow

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

Ben Graetzer

Ben is a senior manager in the portfolio risk & solutions team at VFMC, responsible for whole-of-portfolio modelling, analytics and implemented solutions.

Oleg Ruban

As MSCI's head of APAC research, Oleg Ruban leads a team that conducts research and assists institutional clients in the Asia Pacific region on their investment decisions.

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 2024 (out of 10)

Overall:8.6
Agenda:7.6
Speakers:8.6
Would attend again:94%
Would recommend:100%

Testimonials

 

“The event as always was well organised with relevant discussion topics and excellent speakers.”

“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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