8th Investment Data & Technology Summit

22 August 2023

The Fullerton Hotel Sydney

Australia’s largest, most well-attended and regarded ‘Investment Data & Technology Summit’ returns in 2023 for its 8th annual event, held in-person in Sydney on August 22.

The ​purpose of the event is to discuss how institutions can manage the evolving role of data and technology in investment management. It examines both front office data and technology use cases and considerations, as well as organisational themes such as data governance, technology architecture and business efficiency.

Launched in 2016, the ‘IDT Summit’ is firmly established in the ​calendar and attended by over 150 C-level and senior executives from key asset managers, insurers and large asset owner organisations each year. It is the largest independent forum of its type for the Australian investment industry, and offers a variety of international and local speaking talent along with unrivalled peer discussion and opportunities for idea generation.

​Following the success of the 2022 event, Fund Business will again host its leading ‘Risk and Performance Summit’ as a separate conference stream alongside the IDT Summit. Both events will be held within 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: attendance is restricted to investment management firms only.

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Featured Speakers 2023

Michael Clavin

Michael manages Aware Super's cash, fixed income and credit exposures; currency & derivative overlays, the securities finance program and dealing function.

Kathryn Kerner

Currently with NZ Super, Kathryn is a seasoned data and analytics leader with extensive experience in predictive modelling, operations and information technology.

Daniel Doyle

Daniel oversees the Future Fund's investment data management business unit with the purpose of delivering data and data services to the agency.

Matt Plant

Matt is accountable for setting AustralianSuper's overall technology strategy, enterprise architecture and technology-led innovation.

Nicle Yang

Nicle has 15 years' experience and is an investment services and control professional who specialises in investment data management and governance.

David Stone

David is the data manager at JANA Investment Advisors, and has over 20 years' expertise in technology and data management within the financial services sector.

George Tranganidas

George leads the implementation of investment data governance Cbus. He has 20 years' experience as a software developer, project manager and data analyst.

Lucy Bailey

Lucy has a long career in data and analytics in financial services. Previously with ART, Lucy joined Funds SA in November 2022 as data governance specialist.

Raymond Wong

Raymond leads the data management team at TCorp. He has over 10 years' experience in business transformation, performance and investment reporting.

Tamojit Dutta

Tamojit is a senior data-ops engineer. Prior to Cbus, he worked with various companies including AGL and CityWest Water.

The content is suited to:

  • Chief investment officers and senior investment staff
  • Chief operating officers / heads of investment operations
  • Heads of technology
  • Chief risk officers / heads of risk & compliance​
  • Chief financial officers
  • Investment data and technology specialists

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

Feedback 2022 (out of 10)

Would attend again:100%
Would recommend:100%



Slide 1

“This is one of the better conferences. I don’t really have any suggestions for improvement.”

Slide 2

“It was very informative and I have taken a number of concepts away from it and will investigate further.”

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“Relevant topics with a good mix of technology, AI, and operational relevance.”

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“Well organised and great presenters.”

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“Really enjoyed it.”

Event Partners 2023

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