Melbourne agenda

Melbourne agenda

July 30 | Melbourne

08:1509:00

Morning refreshments

14:00 - 15:00

09:0009:10

Chairperson’s opening remarks

09:00 - 09:05

Peter Deans

Non-executive director

The RegTech Association

Peter Deans is a former Chief Risk Officer and retired from executive life in 2019, after a finance career of over 32 years. Peter is today an industry leading risk management and strategy advisor through his firm, Notwithoutrisk Consulting. Peter is currently Chair and Non-Executive Director of NerdWallet Australia, and a Non-Executive Director of Trade for Good and The Regtech Association. Peter is also an advisory board member for several fintechs and start-up companies.

Peter is a regular contributor to a range of strategy, risk and finance publications including Company Director Magazine (Australia), Director Today (India), FINSIA (Australia) and The Asian Banker (Singapore).

Peter was awarded Australian Banking & Finance magazine’s Chief Risk Officer of the Year award in 2014, 2015, 2016 and 2018. 

09:1009:30

Global economic and market outlook

15:00 - 16:00

Alex Joiner

Chief economist

IFM Investors

Appointed in 2016, Alex Joiner is Chief Economist at IFM Investors. He is responsible for the firm’s economic, financial market and geopolitical risk analysis that is key in IFM’s investment process. In this capacity he engages with IFM’s domestic and global clients on macro-investment trends and themes. He is a frequent commentator on economic and markets via traditional and social media and regularly speaks at public forums and conferences. He has over two decades of professional experience in economic and markets and prior to joining IFM was the Chief Economist at Bank of America Merrill Lynch (Australian & New Zealand) after being a senior economist at ANZ Bank. He holds a First Class honours degree in Economics and a PhD in Econometrics from Monash University. Alex is also committee member of the Australian Business Economists.

09:3010:10

Keynote panel
Lead with innovation, don’t just react to disruption: superannuation in Australia

15:00 - 16:00

  • Explore the impact of CPS230 on superannuation funds’ investment approaches and risk management strategies
  • Anticipating regulatory challenges by 2025 with a focus on CPS230
  • Best practices in superannuation analysis to adapt to Australia’s constantly evolving financial landscape
Andrew Major

Chief risk and compliance officer

Hesta

Jo Leaper

Principal consultant

JANA

Jo Leaper is the Head of Custody & Operational Consulting. In this role, Jo focuses her time on the operational needs of JANA’s client base, including custody and operational research (including operational due diligence and securities lending), governance reviews and assisting JANA’s clients with broad operational expertise. 

With almost 20 years of industry experience, Jo‘s background in asset servicing and relationship management has honed her core strengths of operations management and client strategy. Her current role enables her to assist clients and is ever expanding with regards to researching better ways to help and guide JANA’s client base. 

Jag Narayan

Chief risk officer

State Super

Mr Narayan is responsible for developing and implementing the organisation’s risk, compliance and internal audit strategy. The role encompasses embedding a risk culture within State Super, setting and monitoring strategic and operational risks and reporting to the Trustee Risk, Audit and Compliance Committee and the Trustee Board.

Mr Narayan has over 20 years’ experience in risk management, with more than 15 years in financial services organisations. His previous employers include the Territory Insurance Office (TIO), Insurance Australia Group (IAG), Caltex Australia and Westpac Banking Corporation. Prior to his appointment in October 2015, Mr Narayan led the Audit, Risk and Compliance function and reported to the CEO and the Audit and Risk Committee/Board of the Territory Insurance Office in Darwin.

Mr Narayan is a qualified Chartered Accountant, Certified Internal Auditor, and Certified Compliance and Risk Professional. He holds a Bachelor of Commerce (Accounting) from the University of Western Sydney.

Gemma Kyle

Chief risk officer

REST Super

Gemma was appointed as Chief Risk Officer in November 2018 and is responsible for leading a diversified team that includes strategic sourcing, company secretariat, legal, audit, security, risk and compliance. She brings a wealth of experience to her role, having previously worked on the separation of MLC Life Insurance from NAB, where she established their first-line risk, compliance and financial crime capabilities.

Gemma has worked across multiple industries, including financial services, engineering, and government, and is known for her ability to drive organisational change and achieve business objectives in complex and dynamic environments. She has been a Director on the Board of Fund Executives Association Limited since 2023.

Gemma holds a Master of Arts from the Australian National University and a Bachelor of Economics, Social Science (First Class Honours) from the University of Sydney.

Bryony Hayes

Chief risk officer

TelstraSuper

Bryony is TelstraSuper’s Chief Risk Officer and has accountability for the Risk Management Framework. She leads the Risk and Compliance team, and manages the relationships with key regulators, including APRA and ASIC. Bryony is also the Fund’s AML/CTF Compliance Officer.

Bryony was appointed to the role in February 2020. An experienced executive in managing governance functions across global locations, through strategic expansions and operational transformations. She was previously the Chief Risk Officer at VFMC, was the Head of Risk and Compliance with Hastings Funds Management and held senior compliance roles with Capital International, and prior to that was in private legal practice. Bryony holds a Bachelor of Arts/Laws (Hons).

Justin Laughlin-Hyde

KY3P® regional director, APMEA

S&P Global Market Intelligence

Justin Laughlin-Hyde is the Commercial Director for KY3P® in Asia Pacific based in Sydney having recently relocated back to Sydney Australia after 10 years in living and working in London UK.

During his time abroad, Justin was responsible for building and leading the global third-party risk management functions for both Wise and the Investec Group, covering banking, wealth, and asset management solutions, as well as developing risk frameworks and policies. He was also pivotal in the design and implementation of the architecture on 2 third-party risk management platforms, delivering end-to-end risk management. His experience also includes leading Procurement, Marketing Strategy, Market Data, and Corporate Library initiatives, as well operational risk, audit, and Board advisory.

Prior to his roles in London, Justin was head of the non-advised wealth operations for BT Financial Group in Australia and led QBE’s financial services intermediary operations.

Justin is married with twin girls, and is an active Diversity, Equality, and Inclusion leader with a personal focus on the LGBTQIA community. 

10:1010:40

What next for clearing and collateral management?

15:00 - 16:00

  • Impact of Regulatory Changes: Examining their influence on clearing and collateral processes, especially considering recent market fluctuations
  • How to navigate the changes that EMIR 3.0 will bring to the market?
  • Enhancing Risk Management: Implementing real-time risk evaluations, predictive analytics, and advanced stress testing models to navigate market uncertainties more effectively.
  • Basel III endgame – will the proposed changes from The Fed really push US banks to cease offering client clearing? What might the other potential (e.g. price) impacts to these changes be to both clearing banks and their clients?  
  • US Treasury Clearing – how will the proposed clearing of these instruments impact existing clearing members? Is there consideration for the service to be extended for futures and OTC clearing client firms? 
Robert Fievez

Investment manager

HESTA

Stefan Ullrich

Senior vice president, FIC derivatives, repo & ESG sales

Eurex

Stefan Ullrich is VP for Sales, Fixed Income and FI ESG at Eurex, one of the largest derivatives exchanges worldwide. He is responsible for growing Eurex' Fixed Income business in Asia, covering ETD, OTC Clearing, Repo and FX. He has nearly 20 years' experience expanding the business of world-leading futures exchanges in Asia across all major asset classes.

Prior to joining Eurex, he was director for Sustainable Finance at a leading Singapore sustainability consultancy, before establishing his own advisory practice. In his sustainability work, Stefan focuses on the intersection of Corporate Sustainability and Sustainable Finance and on developing new collaborative solutions for financing the transition to a low-carbon, resilient and sustainable global economy.

Stefan has held senior-level positions with several international futures exchanges and was part of a small team that established an Asian derivatives exchange in Singapore

He holds master's degrees in Sustainability from Harvard Extension School and in Classical Chinese from Johann Wolfgang Goethe University in Frankfurt, Germany

10:4011:10

Networking break

15:15 - 15:45

11:1011:40

Key insights into risk intelligence for superannuation funds

14:00 - 15:00

  • How superannuation can use data analytics to identify and manage investment risks
  • The role of risk intelligence in guiding investment decisions and strategies for superannuation funds
Madeleine Mattera

Principal

PFS Consulting

Madeleine has over 30 years experience in financial services, advising banks, insurance companies, superannuation funds, asset managers, brokers & fintechs.

She is a Chartered Accountant and a Governance & Risk & Compliance adviser. She has consulted to regulators including APRA & ASIC and is a trusted advisor to Boards & management.

Madeleine has been a Partner in Big 4 accounting firms and was the National Head of Financial Services for Grant Thornton Australia. She is also an experienced Non Executive Director and Chair of Audit Committee.

Anvij Saxena

Chief risk officer

Insignia Financial

11:4012:20

Spotlight panel: crafting a greener future in Australia’s superfunds

14:00 - 15:00

  • Climate and social resilience: gauging investment preparedness for climate risk
  • Strategies to identify and avoid greenwashing in investment portfolios
  • Evaluating investment environmental practices and their influences on credit risk
Jessie Pettigrew

Head of responsible investment

Equip Super

Leading the delivery of the responsible investment strategy at Equip Super,  Jessie’s focus is on the integration of Environmental, Social and Governance (ESG) considerations into the team’s investment process, the asset stewardship program, including company engagement and proxy voting activities, as well as sustainable investment advocacy. Jessie has worked in sustainability and ESG risk across financial services for almost a decade, with a focus on investments and superannuation.

Priya Patel

Head of ESG

TelstraSuper

Priya is responsible for leading and implementing the ESG strategy at TelstraSuper as the Acting Head of ESG. Priya has over sixteen years of experience spanning across various sectors, including property, infrastructure, corporate, government, investment, and banking. Prior to joining TelstraSuper, Priya was a Senior Responsible Investment Advisor at Frontier Advisors and a Stewardship Manager at VFMC, where she worked across all asset classes.

Priya holds a Master of Law in Climate Change & Human Rights from the University of Melbourne and a Master of Engineering in Sustainable Energy from the Royal Melbourne Institute of Technology. Additionally, Priya has completed a Bachelor of Science in Environmental Science & Biotechnology and a Diploma in Accounting in Carbon Management from Swinburne University.

Ross Piper

Chief executive superannuation

Australian Ethical

Ross Piper is the Chief Executive of Superannuation at Australian Ethical Investment, with close to $10bn funds under management and over 120,000 members. Previously Ross was the Chief Executive Officer of Christian Super, a $2 billion superannuation fund with over 30,000 members across Australia.  He has over 25 years of leadership and management experience in corporate and non-profit contexts. Prior to Ross’ return to the finance sector in January 2018, he was Chief Operating Officer with World Vision Australia and also served with World Vision International for several years in the Middle East, Eastern Europe and various countries of the former Yugoslavia. 

During his career Ross has held a number of positions in the corporate sector, primarily in investment banking and mining. He was Head of Corporate Risk for Macquarie Bank for several years, and his early professional experience was gained in Indigenous communities and the mining sector. For six years he served as a Director and Founding Chair of AgroInvest, a microfinance bank serving rural families in Serbia and Montenegro, and currently sits on various other boards for organisations focused on social enterprise and technology. He is the current board chair of the Responsible Investment Association of Australasia (RIAA).

Ross’ formal qualifications include a BSc (Geophysics), GradDipEd, and MBA (Deakin University).     

Daniela Jaramillo

Head of sustainable investing - Australia

Fidelity International

Daniela is the Head of Sustainable Investing – Australia, at Fidelity International, where she has been since August 2021. She is also a non-executive director at the Responsible Investment Association Australasia (RIAA). Prior to Fidelity she was a Senior Responsible Investment Adviser at HESTA, one of Australia’s largest pension funds. While at HESTA, Daniela set up and was the Chair of the investor group of 40:40 Vision, an investor led initiative to achieve gender balance in executive leadership. Daniela has held roles in responsible investment across the UK (Legal and General) and US (Wespath Benefits and Investments) before settling in Australia. She was also a member of the PRI Stewardship Advisory Committee between 2017 and 2021.

 

Originally from Ecuador, her career began as one of the founding members of a not for profit focusing on improving education and health outcomes in the region. Daniela holds an MSc. in Environment and Development from London School of Economics and a B.A in Journalism from Universidad San Francisco de Quito.

Prerna

Global head of market development for ESG & climate credit risk

S&P Global Market Intelligence

Prerna is the Global Head of Market Development for ESG & Climate Credit Risk at S&P Global Market Intelligence. She joined the company in 2017 as Director - Pre-sales, Credit Risk Solutions. She possesses over 18 years of work experience across banking and financial services.

In her current role, she manages a broad range of responsibilities including market outreach, strategic client engagement, business strategy and product roadmap of S&P Global’s climate credit risk solutions. Prerna has worked extensively in the areas of climate scenario analysis, climate stress testing and climate related financial reporting with some of the largest financial institutions across the globe.

Prior to this, she worked with J.P. Morgan and Standard Chartered Bank in the fields of debt capital markets, investment banking and credit risk. Prerna is a Chartered Accountant from The Institute of Chartered Accountants of India and is certified in Climate Stress Testing from Risk Learning, Singapore.

Chris Newton

Director

Stakeholder Capital

Chris Newton is a leading practitioner in Responsible Investment and brings essential technical skillsets and insights to the design and delivery of Environment Social & Governance (ESG) and business strategy.

He has led the Global ESG strategy for one of Australia’s largest fund managers, and has worked across multiple asset classes – including listed entities, real assets, fixed income and private equity -designing and executing ESG strategy.

His work has been recognised by both Global and Domestic Institutional Investor bodies, including the Principles of Responsible Investment (PRI), Australian Council for Superannuation Investors (ACSI) and the Investor Group for Climate Change (IGCC).

Chris currently advises on ESG policy and strategy and has undertaken ESG Due diligence and asset management activities for fund managers, pension funds and listed entities in Australia and overseas.

12:2013:20

Lunch break

12:50 - 13:50

13:2014:00

The next big thing: predicting the future of operational risk

14:00 - 15:00

  • Navigating the complexities of operational risk management in an increasingly interconnected world
  • Fostering collaboration, building resilience, and adapting to change within organizations, the financial system, and society
  • Sharing practical insights and best practices from diverse perspectives in the superannuation and asset management sectors
Robert Babb

Founder & principal

Blue Fort Advisory

Rob is the Founder & Principal of Blue Fort Advisory. He is a values-driven, independent consultant in highly regulated sectors.  With a broad base of corporate/commercial experience in risk, compliance, governance and legal, he has been a trusted adviser for 20 years to businesses across the globe.  Rob takes an approach based on a deep understanding of client needs and a commitment to delivering results that drive their success.  He has studied and worked in Australia and the USA, is admitted to the bar in New York and is a Fellow of the Governance Institute of Australia.

Natalie Alford

Chief risk officer

Equip Super

Natalie was appointed as Chief Risk Officer and Company Secretary for Equip Super in November 2017, and her portfolio of responsibilities include the risk, compliance, legal, governance and company secretarial functions. She also manages the regulatory relationships with APRA and ASIC. Natalie has deep experience in developing and delivering risk and compliance transformation programs, managing complex regulatory change agendas and executing organisational change, including merger activities. She was previously a frontline manager at APRA, with supervision responsibilities across a large and complex portfolio of superannuation trustees and led APRA’s cross-industry thematic review on life insurance and superannuation following the implementation of the Stronger Super Reforms. 

Natalie has a Bachelor of Commerce and Bachelor of Laws (First Class Honours) from Bond University, a Graduate Diploma of Legal Practice from the College of Law, a Master of Applied Finance from Macquarie University and is a Graduate of the Australian Institute of Company Directors. 

Amanda Oliver

Director, risk & compliance

IFM Investors

Amanda is an experienced Risk & Compliance leader with more than 20 years’ experience, primarily in the superannuation sector, supporting organisations to achieve their fiduciary, regulatory and strategic objectives with the support of robust risk management and governance frameworks.  She is currently the Director, Risk & Compliance and Chief Compliance Officer at IFM Investors, a global institutional asset manager owned by industry superannuation funds. 

Joleigh Stapleton

Head of emergent risks

AustralianSuper

Joleigh Stapleton leads the Emergent Risk group at AustralianSuper. After graduation from the University of Cape Town, she has gained over 20 years’ experience in risk and compliance roles in both Australia and London. Joleigh has a strong interest in how risk can enable strategy and build risk cultures. 

14:0014:30

Strategies unveiled: portfolio risk management panel session

14:00 - 15:00

  • Elevating portfolio performance through risk management and hedging
  • How illiquid and alternative investments can offer higher returns and diversify superannuation portfolios to mitigate the risks of conventional investments
  • Unlisted asset valuation practices in the superannuation sector
Ben Graetzer

Senior manager, portfolio risk & solutions

VFMC

Ben is a Senior Manager in the Portfolio Risk & Solutions team at VFMC, which is responsible for whole-of-portfolio modelling, analytics and implemented solutions in addition to being a key input into the investment decision making process at the organisation.  With a career spanning over 20 years in financial services, both in Australia and the UK, Ben has worked across a range of financial institutions including asset consulting, banking and funds management.

Prior to joining VFMC in 2018, Ben worked at JANA Investment Advisers, providing consulting advice to some of Australia's largest superannuation funds.  Before this Ben worked in London at Royal Bank of Canada in market risk, having oversight of their rates & FX exotics / structured notes book in Europe, Asia and the US.

Ben is a CFA Charterholder in addition to a Bachelor of Commerce (Finance) from the University of Melbourne.

Margot Jones, CFA

Head of private markets risk

QIC

Margot Jones was appointed the Head of Private Markets Risk, in QIC's Risk Management Group, in November 2023. Prior to this, Margot was a manager in the Private Markets Risk team, having joined QIC in 2019. Over the last 5 years, Margot has been a key contributor to QIC's risk management strategy & investment risk uplift and has worked extensively with QIC’s investment teams including Infrastructure, Private Equity, Real Estate and Private Debt. She is a member of the QIC Infrastructure Investment Committee, QIC Private Equity Investment Committee and the QPE QLD Innovation Investment Committee.   

Margot has more than 20 years of experience in funds management and analysis. Prior to joining QIC, she worked as an Investment Manager for Fife Capital and held a variety of other roles at Grant Samuel, BDO and Horwath. Margot is a member of the CFA Institute. 

14:3015:00

Networking break

15:15 - 15:45

15:0015:30

Roundtable

14:00 - 15:00

This roundtable session is designed for interactive and equal participation, where all delegates have an equal opportunity to contribute to exchanging ideas, collaborative problem-solving and collective expertise sharing on a focused topic in an engaging and inclusive atmosphere.

Madeleine Mattera

Principal

PFS Consulting

Madeleine has over 30 years experience in financial services, advising banks, insurance companies, superannuation funds, asset managers, brokers & fintechs.

She is a Chartered Accountant and a Governance & Risk & Compliance adviser. She has consulted to regulators including APRA & ASIC and is a trusted advisor to Boards & management.

Madeleine has been a Partner in Big 4 accounting firms and was the National Head of Financial Services for Grant Thornton Australia. She is also an experienced Non Executive Director and Chair of Audit Committee.

Brett Elvish

Founder and director

Financial Viewpoint

Brett Elvish is Founder and Director of Financial Viewpoint; established in 2007 providing business and operational management advice for asset owners and asset managers.  Brett has more than 35 years’ experience in investment management, investment consulting and investment operations.  Over the past 25 years, he has been an advisor to many of Australia’s largest asset owners and asset managers.

Brett’s pro bono activities include being director and Treasurer of CFA Society Melbourne, and a member of CFA Australia Employer Engagement Advisory Council.  He is a Life Member and former Chair of the CIMA Society Australia and supported ASFA over 3 decades including in the role of Deputy Chair of the ASFA Economics and Investment Policy Council.  Brett is a CFA charterholder, and has a B.Com. and MBA from University of Melbourne.

Robert Babb

Founder & principal

Blue Fort Advisory

Rob is the Founder & Principal of Blue Fort Advisory. He is a values-driven, independent consultant in highly regulated sectors.  With a broad base of corporate/commercial experience in risk, compliance, governance and legal, he has been a trusted adviser for 20 years to businesses across the globe.  Rob takes an approach based on a deep understanding of client needs and a commitment to delivering results that drive their success.  He has studied and worked in Australia and the USA, is admitted to the bar in New York and is a Fellow of the Governance Institute of Australia.

15:3016:00

Roundtable insights

15:00 - 16:00

Madeleine Mattera

Principal

PFS Consulting

Madeleine has over 30 years experience in financial services, advising banks, insurance companies, superannuation funds, asset managers, brokers & fintechs.

She is a Chartered Accountant and a Governance & Risk & Compliance adviser. She has consulted to regulators including APRA & ASIC and is a trusted advisor to Boards & management.

Madeleine has been a Partner in Big 4 accounting firms and was the National Head of Financial Services for Grant Thornton Australia. She is also an experienced Non Executive Director and Chair of Audit Committee.

Brett Elvish

Founder and director

Financial Viewpoint

Brett Elvish is Founder and Director of Financial Viewpoint; established in 2007 providing business and operational management advice for asset owners and asset managers.  Brett has more than 35 years’ experience in investment management, investment consulting and investment operations.  Over the past 25 years, he has been an advisor to many of Australia’s largest asset owners and asset managers.

Brett’s pro bono activities include being director and Treasurer of CFA Society Melbourne, and a member of CFA Australia Employer Engagement Advisory Council.  He is a Life Member and former Chair of the CIMA Society Australia and supported ASFA over 3 decades including in the role of Deputy Chair of the ASFA Economics and Investment Policy Council.  Brett is a CFA charterholder, and has a B.Com. and MBA from University of Melbourne.

Robert Babb

Founder & principal

Blue Fort Advisory

Rob is the Founder & Principal of Blue Fort Advisory. He is a values-driven, independent consultant in highly regulated sectors.  With a broad base of corporate/commercial experience in risk, compliance, governance and legal, he has been a trusted adviser for 20 years to businesses across the globe.  Rob takes an approach based on a deep understanding of client needs and a commitment to delivering results that drive their success.  He has studied and worked in Australia and the USA, is admitted to the bar in New York and is a Fellow of the Governance Institute of Australia.

16:0016:30

Future gazing: superannuation technology leadership panel

15:00 - 16:00

  • Exploring new technology that can aid in boosting business performance
  • How identifying critical operations and tolerance levels can improve business continuity management
  • Technological evolution: modern data architectures for superior data quality and linkage
Joshua Coote

Principal – operational excellence

Telstra Super

Josh is a senior leader at TelstraSuper in the role of Principal - Operational Excellence. With nearly 13 years’ experience in superannuation across Technology, Operations & Member Experience. He recently completed leading the digital transformation of the Fund Administration capability and is now leading a series of optimisation initiatives across the fund.

16:3016:35

Chairperson’s closing remarks

15:00 - 16:00