SWIFT The global provider of secure financial
messaging services

Funds Forum — Sydney

Updated 26 November 2008
Date: Tuesday 2 December 2008, 12:30

Venue: NSW Trade & Investment Centre, MLC Centre, Level 47, Martin Place, Sydney


Automation in the Australian domestic funds market

SWIFT would like to invite you to a free information forum on the market initiative to automate the Australian Investment Funds Industry with the first few participants about to go live.

Joining us at the forum will be many of the market participants who will be sharing their experiences, there will be a panel discussion covering some of the topics of the day as well as an opportunity to meet with many of the vendors and service partners working with SWIFT on this initiative.

Please mark your diary for this forum at 12:30 on Tuesday 2 December at the NSW Trade & Investment Centre, MLC Centre, Level 47, Martin Place, Sydney. 

There will be a short cocktail reception, after the event, starting at 17:00.  The full agenda is available below. 

Detailed agenda
12:30Solutions zone and registration
13:00Welcome and opening remarks
Charles Legrand, Head of South Asia, SWIFT
13:20Welcome by NSW State Development
Claire Pamenter, Senior Manager, Investment NSW Department of State and Regional Development
13:30Austrade's role in promoting Australia as a regional financial services centre
Gary Johnston, National Manager — Financial Services Austrade
13:45The Australian Funds project — an update
Tim Hamer, Commercial Manager Funds, SWIFT
14:15Efficiencies debate in superannuation — Lessons for managed funds?
Josef Pilger, Executive Director Strategic Growth Markets, Ernst & Young
14:35Break
15:00Panel discussion: Funds Service Providers — Where to from here?
  • Moderated by Martin Stockley-Smith (Stockley-Smith & Associates)
  • Gordon Little, Director Fund Services, RBC Dexia Investor Services
  • Tom Sargent, Division Director Manager Fund Services, Macquarie Group Ltd
  • Brian Thomas, Head of Retail Funds Management, Perennial Investment Partners
15:50Funds Advisory Group
Rob Brown, CEO, Ausmaq
16:10Success stories: Pensions in the UK and Hedge Funds in Europe
Steve Wallace
, Head of STP Solutions, idea group
16:40Closing remarks
Charles Legrand, Head of South Asia, SWIFT
16:45Cocktails