Online Conference
6th Annual Future Fund Admin 2023The Future of Superannuation Fund Administration 2023 Online Forum
SPONSORSHIP OPPORTUNITYSPEAKING OPPORTUNITY
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BROCHURE

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TOPIC COVERED

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Topics Covered at the Conference
  • What are the biggest challenges facing the future of fund administration?
  • The future of funds administration technology
  • Operating Model Optimisation, including the drive for globalisation
  • Regulatory changes affecting fund administration
  • New fund administration strategies for a changing market
  • Evolving super funds requirements for retirement income products
  • Building an Investment Administration Governance Framework for the Future
  • Increasing pressures on investment managers and super funds and the consequent impact on administrators
  • The impact of growth in infrastructure and other unlisted assets on fund administration requirements
  • Operational due diligence requirements of Funds Administrators in the future
  • Insourcing versus Outsourcing: changing the paradigm. It is no longer simply one or the other
  • Data is Everything: It’s all about the data – and this is more than just member registry data

THIS IS AN ONLINE EVENT
If you cannot make it to the live Online Conference, we can send you the recorded session after the event.

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Future Fund Admin 2023 Speakers
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Future Fund Admin 2023 Schedule
Learn schedule, program and topics of the Future Fund Admin 2023 - The Future of Superannuation Fund Administration 2023 Online Forum.

8:20 Delegate Registration & Coffee

OPENING REMARKS FROM CHAIR

KYLE RINGROSE
Principal Consultant Athena IOC

• The fund administration ecosystem
• The major problems – friction, risk and cost
• The growing pressure for change
• Technology solutions available today
• A vision of the future
• Enabling new low cost business models

• Recent trends
• What the clients are looking for
• How the custodian is preparing to do more of the “heavy lifting”
• Planned enhancements to existing services
• How the benefits of scale fall back onto the client

• Examples of emerging client needs and the technology
solutions in the pipeline and available today
• Illustrations of savings made through smarter use of technology
• How cloud based technology has transformed the funds administration industry
• The key changes that will enable the implementation of enhanced technology in the future
• Case study on a technology solution to emerging client needs

10:50 MORNING COFFEE & NETWORKING

• How well equipped are service providers to continue to evolve with change?
• What are the biggest challenges facing service providers?
• Is technology always the best or the only solution?
• Doe size matter in enabling a more nimble approach to changing needs?
• Are we seeing trends for more or less insourcing/outsourcing?
• What are the factors driving the insource/outsource decision?

12:40 LUNCH BREAK

• Why current systems and procedures may not prove to be
adequate?
• The often misunderstood or overlooked complexities of
substantial shareholder reporting
• Why the global requirements may be overwhelming for an Australian domiciled institution
• How to calculate shareholdings when overseas regulators demand looks through of derivatives and/or unitised vehicles
• The risks of non-compliance

KYLE RINGROSE
Principal Consultant Athena IOC

• The gradual realisation that superannuation is about proving retirement incomes rather than a lump sum on retirement
• The impact on administration services of emerging retirement products
• Examples of new administration services that will be required
• The extent to which any increase in workload can be outsourced to the custodian

14:50 AFTERNOON TEA & NETWORKING

• How an administrator can protect investors against a Ponzi scheme
• Examples of historical Ponzi schemes and where ineffective
administrator controls failed
• Simple administrative controls to prevent future repeats
• How technology has enabled financial fraud and how administrators can guard against future scams

• How big an issue is financial fraud?
• Which areas will show increasing opportunity for scams?
• Are regulators getting tougher on non-compliance?
• Are institutions taking regulatory compliance seriously
enough?
• Is the evolving need to support retirement income products just the tip of the iceberg as an ever-increasing number of people moves into retirement phase?
• Is fund administration getting more complex as the investment industry changes?

Closing Remarks from the chair

8:20 Delegate Registration & Coffee

OPENING REMARKS FROM CHAIR

KYLE RINGROSE
Principal Consultant Athena IOC

• The roles of Investment Operations, Risk and Compliance
and Internal Audit
• Leveraging the complimentary skills of different Business
Units
• Building cooperation rather than competition
• The relationship with the Front Office in the role of both service provider and policeman
• How the Governance Framework will be different in the future

• Will Fund Administrator need to adapt to handle increasing scale with fewer but larger clients as super funds continue to merge?
• The pressures on smaller active managers with increasing move to passive investment management and how will this reflect in the pressures on their administrators
• How administrators can plan to maintain business as usual service levels whilst deploying major resources to merger activities
• The hidden costs to the administrator of fund mergers

• The impact of technology
• The increasing need for multiple skill sets in both technical
and client relationship issues
• How to help employees move into a new era of Funds Administration
• What will employers be looking for in new staff entering the industry

10:30 MORNING COFFEE & NETWORKING

• The importance of the governance framework and where problems could be expected to arise
• The solutions to the expected problems
• The problems that may come from left field, the “unknown unknowns”
• Will complexity, scale or something else present the biggest
challenges?

• The rationale for increasing investment in unlisted assets
• The ability of fund administrators to cope with non-traditional asset classes
• The risks of holding custody of unlisted assets
• The impact on asset valuations and unit pricing

12:30 LUNCH BREAK

• The future role of funds administration in servicing
non-traditional investment strategies
• The critical need to understand the economic exposure of derivatives
• Sourcing the data required for meaningful compliance and performance reporting
• Complication with “look through” in fund of funds investment strategies
• Ensuring timeliness of valuations and reporting

• Will asset owners be seeking greater input from their administrators in respect of operational due diligence?
• Can the Fund Administrator add an additional level of control through independence of the asset owner?
• How increasing levels of unlisted assets and hedge funds
may impact operational due diligence
• How the Fund Administrator of the future may need to adapt to meet changing demands of clients

14:30 AFTERNOON TEA & NETWORKING

• The changing nature of investments from traditional
equities and bonds to sophisticated financial instruments and long-term unlisted investments
• The risks facing asset owners that must be mitigated by their administrators
• The role of the administrator in unlisted asset valuations
• Technology enhancements required to keep pace with evolving investment strategies
• The impact of Funds Administration staff
• The need for innovative business solutions and where they may come from
• The role of the Funds Administration staff leaders in moving the organisation forwards

Closing Remarks from the chair

Registation Packages
Prices and offers for the 'Fund Admin 2023 - The Future of Superannuation Fund Administration 2023 Online Forum'
IN-PERSON ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 30th November
$2195 + GST
IN-PERSON ATTENDANCE REGISTRATION - EARLY BIRD REGISTRATION:
Register before 28th February
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - NORMAL RATE:
Register after 28th February
$2695 + GST
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Register & pay for 3 delegates & get unlimited registrations*
(*Can attend in-person or virtually

VIRTUAL ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 30th November
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - NORMAL RATE:
Register after 30th November
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION:
Register with Group registration offer

Register & pay for 3 delegates & get unlimited registrations*
(*Can only attend virtually)

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