13th Fund Summit

27 October 2026

RACV City Club Melbourne

Established in 2014, the Fund Summit is Australia’s longest-running investment business operations and technology conference for senior executives from super funds, asset managers, insurers and other wealth management organisations.

It is focused on strategy and business implications for C-level and other executives, and sits at the intersection between key industry drivers and how investment businesses can set up to navigate them.

The event examines a selection of topical items as researched with the industry, 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 2025

Andrew Major

speaker

Andrew Major is a strategic advisor at HESTA, and is currently focused on developing a long-term strategy for HESTA’s investments function.

Wendy Antaw

speaker

Perpetual's chief information officer, Wendy is an experienced technology executive with specialist expertise in global investment & wealth management.

Stuart Webb

speaker

Stuart is the Future Fund's head of technology architecture and is responsible for cloud infrastructure, networks, architecture and emerging technology.

Andrew Kempe

speaker

Andrew is APAC COO for Lazard Asset Management and is responsible for driving the adoption of new technology and solutions for the regional team.

Jen Driscoll

speaker

Jen is the COO of Magellan Financial Group, having joined the firm in January 2025 following almost 25 years with AllianceBernstein.

David Mackaway

speaker

David has worked in the industry for over 27 years and prior to joining State Street was the long-running group COO of Challenger.

Andrew Ko

speaker

Andrew is the head of group strategy at Aware Super and brings over 20 years’ experience in the financial services and telecommunications industries.

Angelique Palumbo

speaker

Angelique leads the investments data and analytics function for the APAC region at Dimensional Fund Advisors.

Balaji Gopal

speaker

Balaji Gopal is head of customer, digital & partnerships at Vanguard Australia, and a member of the Australian executive team.

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The content is suited to:

Chief Operating Officers
Chief Financial Officers
Heads of Investment Operations
Heads of Product & Strategy
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 2025 (out of 10)

Overall:	8.5
Agenda:	7.8
Speakers:	8.7
Would attend again:	100%
Would recommend:	100%

Testimonials

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“I think the event is very well done. Good session times, quality speakers and good interaction from the audience with questions. I can’t think of any improvements.”

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"Subject matter/topics were spot on."

“The event is great. You get a good group of people and interesting topics.”

"Well done on a good agenda and addressing the business and operational considerations of funds in an effective manner."

13th Fund Summit

Featured Speakers 2025

Andrew Major

Wendy Antaw

Stuart Webb

Andrew Kempe

Jen Driscoll

David Mackaway

Andrew Ko

Angelique Palumbo

Balaji Gopal

The content is suited to:

Feedback 2025 (out of 10)

Testimonials

Slide Title

Slide Title

Event Partners 2025

Lead Sponsor

Associate Sponsors

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Exhibitors