10th Investment Data & Technology Summit
26 August 2025
The Fullerton Hotel Sydney
Agenda
09.00-09.10 // Welcome and conference opening
09.10-10.00 // Investment data tug of war: owning, sharing or outsourcing?
As investment managers and super funds have grown in scale, the motivation to ‘own’ data and bring management in house has grown. However, custodians and other external service providers’ data management offerings have been improving, while data/software-as-a-service providers have also gained ground.
This session will feature three investment managers who have taken different approaches to discuss:
- What is the optimal model that improves visibility and control of your data without dramatically increasing costs and operational overhead?
- Changing tack: the impact of improved external service providers’ offerings on internalisation programmes.
- Leveraging AI.
Stuart Bain
Head of Investment Operations,
Accident Compensation Corporation (NZ)
10.00-10.40 // Lego blocks and micro-services: bridging the gaps on best-of-breed
Many investment firms have adopted best-of-breed systems to meet specific business needs, only to face challenges with integration, consistency, and user adoption.
This discussion will explore how micro-services and modular ‘lego brick’ architectures can help strike the right balance between flexibility and cohesion:
- Architecting micro-services to enable consistency across front, middle and back office.
- The lego brick approach in practice: practical strategies for delivering modular, governed solutions at scale.
- Implementing governance frameworks to ensure quality, scalability and cross-platform alignment.
Jason Haddock (Chair)
Manager – Data,
Funds SA
10.40-11.10 // Refreshments and networking
11.10-11.40 // CASE STUDY: IDAP – behind the scenes of NZ Super’s data and analytics overhaul
This case study will explore NZ Super’s Investment Data and Analytics Program, featuring architecture and infrastructure goals and implementation; along with lessons learnt.
11.40-12.20 // Federated analytics: mastering the ‘modern data architecture’
This session will discuss practical applications of federated analytics models. How are firms enabling business teams to access and analyse data across multiple sources in a streamlined, efficient and cost-controlled way, while still maintaining economies of scale:
- Architecture considerations: data warehouse versus hybrid data mesh models.
- The realities of testing, ingesting, verifying and distributing to multiple downstream recipient processes, systems and languages.
- Implementing effective security, access and compliance controls.
- Best practice data sharing and self-service arrangements.
- AI enablement.
Steven Wong
Head of Data Platform,
Macquarie Asset Management
12.20-12.40 // Audience roundtable discussion
12.40-13.40 // Lunch & networking
13.40-14.10 // CASE STUDY: Facilitating rapid decision-making: the modern user interface
This session will feature a case study of a modern UI that enables front office teams to process information quickly and efficiently:
- User interface strategy (Power BI)
- Orchestration and work flow automation.
- From UI to UX: optimising user experience.
14.10-14.50 // Beyond data quality: data observability in practice
This session will discuss how organisations are looking to monitor, measure and understand the health and performance of data systems across the entire pipeline, allowing teams to proactively detect problems before they impact downstream analytics or decision-making.
It will consider different tools available in the market, along with implementation considerations such as integration with modern day architectures, including cloud platforms.
Vitus Chu
Chapter Lead – Data Strategy & Architecture,
Resolution Life
14.50-15.10 // Audience roundtable discussion
15.10-15.40 // Refreshments and networking
15.40-16.20 // Breaking down silos: turning TPA strategy into action
As institutional investors adopt the ‘total portfolio approach’ to improve agility and optimise portfolio-wide outcomes, the challenge shifts from conceptual alignment to operational execution.
This panel will explore how organisations are embedding TPA to improve investment decision-making, including data architecture, enabling technology and change management:
- Unified data models as a strategic enabler
- Integrating public and private exposures
- Embedding TPA into daily investment practice
16.20-17.00 // CASE STUDY: Minotaur Capital – Harnessing AI to improve investment decisions
This case study will explore how Minotaur Capital leverages advanced AI to enhance investment decision-making through the integration of structured and unstructured data. It will cover:
- Taurient: Minotaur’s proprietary AI platform.
- Large language models in practice: tailoring financial analysis, enabling real-time, actionable insights.
- Data interpretation and output validation.
- Human-AI collaboration.
- Results and risk management.
17.00-18.00 // Networking reception, drinks and canapés