9th Fund Summit

26 October 2022

RACV City Club, Melbourne

Established in 2014, the Fund Summit is an independent, senior-level thought leadership forum for fund managers, super funds, insurers and other wealth management organisations.

It is focused on strategy and business implications for C-level and other senior executives.

Formerly held as separate initiatives, the asset owner and asset manager forums came together in 2019 as an expanded conference with content for asset owners/super funds and asset managers.

The event examines a selection of focused topics through presentations, panel sessions, discussion and Q&A.

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

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Event Updates

Featured Speakers

Marian Azer

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

Kate Farrar

Kate is CEO of the $30bn Brighter Super and has 30 years’ experience in leadership roles across the finance and energy sectors.

Carmen Leung

Carmen is responsible for leading and developing Pendal Australia’s product strategy and product development initiatives.

Felicity Walsh

Felicity has 19 years of asset management industry experience in the UK and Australia, working with all market segments and across asset classes.

Barnaby Nelson

Barney has worked for over 15 years in the post-trade capital markets space, focusing on market structure and connectivity as a key theme.

Joris Hillmann

Joris heads the capital markets team at AustralianSuper, overseeing balance sheet management, implementation and trade execution.

Sarah Brennan

Sarah Brennan brings over 30 years of experience in financial services, having commenced her career at MLC before working globally with Citibank and Deutsche Bank.

The content is suited to:

  • Chief Operating Officers
  • Heads of Product & Strategy
  • Heads of Investment Operations
  • Chief Financial Officers
  • 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 2021 (out of 10)

Would attend again:100%
Would recommend:100%



“The topics and speaker choices were great, the topics relevant and engaging.”

“This is the second summit I have attended and have again been impressed with the topics and format. No need to change anything.”

“I thought the event was very informative and well run.”

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