SWIFT Securities Summit — Sydney

Updated 5 November 2009

Date: Monday 16 November 2009
Venue: NSW Trade & investment Centre, MLC Centre, Level 47, Martin Place, Sydney [Map]
Registration: Register by email: amanda.wright@swift.com or by phone at 02 9225 8101. 
Please provide the following information: attendee name/s, business title, organisation, and contact telephone.

Agenda — Thursday 19 November 2009

13:00

Solution zone and registrations open

13:30

Welcome and opening remarks
> Zelda Anthony, Head of  SWIFT Australia

13:35

Welcome by NSW State Development
> Claire Pamenter, Senior Manager, Investment NSW Department of State and Regional Development

13:40

SWIFT Securities in Australia Update
> Bill Doran, Business Manager, SWIFT

14:10

Why SWIFT Funds is right for J.P.Morgan Australia
> Bipan Arora, Technology Business Manager, J.P.Morgan

14:30

How CLS Eliminates Risk for Fund Managers
> Lynn Mathews, CLS Representative, Asia Pacific & Latin America

14:50

SWIFT’s future strategy for Asset Servicing
> Tim Hamer, Manager Securities, SWIFT

15:10

Coffee break

15:40

SWIFT ISO20022 Messaging – Status Update
> James, O’Regan, General Manager, International Investor Communications, Solutions, Broadridge

16:00

Trends in the Investment Management Community
> Lisa O’Connor, Head Asset Management, Asia Pacific, SWIFT

16:20

Using SWIFT for Payments, from the perspective of an Investment Manager
> Ross Gulliford, Head of Investment Services, Challenger Financial Services Group

16:35

Delivering standardisation around cash and securities processing
> Daniel Carter, Senior Pre-Sales Consultant, Asia Pacific, SmartStream

16:50

Panel session: The necessity for innovative technology and communication
Moderated by Kim Ivey, Chairman, AIMA Australia

Panellists:

  • Leo Lopez, E*Trade Australia
  • Chris Stavropoulos, Barclays Global Investors
  • Shannon Sweeney, RBC Dexia Investor Services
17:35

Closing remarks
> Nektarios Liolios, Regional Manager, Projects, SWIFT

Followed by cocktails, sponsored by Milestone Group