13th Fund Summit

27 October 2026

The Events Centre, Collins Square – 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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Featured Speakers

Jody Fitzgerald

Jody is general manager of defensive & liquid assets and portfolio intelligence at Australian Retirement Trust.
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Michael Clavin

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

HESTA's acting COO, Sophie Jellef is a seasoned executive with 30 years’ experience in the financial services sector Globally and in Australia.
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Craig Hamilton

Executive director - finance & operations, Craig Hamilton is responsible for Funds SA's asset servicing, corporate finance, fund accounting, investment operations and tax.
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Nicola Du

Nicola is Rest Super's head of unlisted asset valuation and has over 15 years of experience in corporate and asset valuations.
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Jared Bagnall

Jared Bagnall leads Brighter Super's enterprise-wide data, analytics, and artificial intelligence strategy.
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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

 

Slide Title

“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.”

Slide Title

“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.”

“I thought it was a great event.”

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11th Investment Data & Technology Summit