IFSA Conference 18-20 July Melbourne Convention Centre
Program
Day One Wednesday 18 July
4.30pm PRE-CONFERENCE REGISTRATIONS – Melbourne Convention Centre.
6.00pm OPENING COCKTAIL PARTY – Atlantic South Wharf. Dress: Smart casual.
Day Two Thursday 19 July
9.00am – 9.20am WELCOME – The Association’s agenda for 2000/2001. IFSA Chairman David Adams
9.20am – 10.15am KEYNOTE ADDRESS – ‘Catching the Wave’. Don Hagans, Managing Director, Surfboard Financial.
10.15am – 10.45am MORNING TEA
10.50am – 11.30am CONCURRENT ONE – Each of the four streams run in sync.
INVESTMENT
Weather Report on the
Investment Industry
Michael Gordon, Investment
Director, Fidelity
Investments
David Stevens, Managing
Director, Contango Asset
Management
MARKETING AND DISTRIBUTION
Weather Report on the
Managed Investments
Industry
Terry Power, Executive Vice
President, BT Financial
Group
Steven Van Eyk, Director,
Van Eyk Research
Ray Griffin, Chairman
Financial Planning
Association
MARKETING AND DISTRIBUTION
Weather Report on the
Life Insurance Industry
Ray Greenshields, Director
Russell Dorsett,
Managing Director,
American, International
Assurance
Roger Garrett,
General Manager Life,
Munich Reinsurance
BUSINESS STRATEGY
The HR Challenge –
Turning Grommets into Pros
Elizabeth Proust,
Group General Manager –
Corporate Affairs & Human
Resources, ANZ
Susan Henry, National
Human Resources Director,
Deloitte Touche Tohmatsu
David Smith, General
Manager, NRMA
ICCMF
ICCMF delegates are
welcome to attend ‘Weather
Report on the Managed
Investments Industry’
11:40am – 12:25pm HYPOTHETICAL – Extreme Events: ‘Surviving a Dumper’.
Harry Cator, Chief Investment Officer, AXA. Michael Dwyer, General Manager, ASSET Superannuation.
Tony Cole, National Practice Leader, William M Mercer. Moderator: Peter Couchman.
12.30pm – 1.40pm LUNCH
1.45pm – 2.30pm KEYNOTE ADDRESS – Funds Management in the New Economy.
Andy Turner, Managing Director, Investment Policy and Research, Frank Russell Company, U.S.A.
2.40pm – 3.30pm CONCURRENT TWO – Each of the four streams run in sync.
INVESTMENT
Winner or Wipeout?
The Impact of Staff Turnover
on Investment Performance
Paul Murnane, Managing Director,
Russell Reynolds
Scott Donald, Director of Research,
Frank Russell
MARKETING AND DISTRIBUTION
Forces of Change in the Global
Capital Market and their Impact
on the Regulatory Environment
Professor Ian Harper, Melbourne
Business School
BUSINESS STRATEGY
Kowabunga! The Way Ahead
for Institutional e-finance
Russell Kennet,
Senior Vice President
State Street Bank
ICCMF
So You Want to be on a
Compliance Committee?
Everything You Need to Know
John Peterson, Managing Director,
Peterson Research Institute
Mandy Katz, Solicitor, AON
Consulting
3:30pm – 4:00pm COFFEE BREAK
4.05pm – 5.00pm CONCURRENT THREE – Each of the three streams run in sync.
INVESTMENT
Taking it to the Max: Developments
in Shareholder Activism
Chair: Doug McTaggart, Chief Executive Officer,
Queensland Investment Corporation
Speaker TBA
MARKETING, DISTRIBUTION AND BUSINESS STRATEGY
Free Internet Today/Free Trades Tomorrow?:
Debate on the Future of Online Brokerage
Industry
Kerry Roxborough, Managing Director, ETRADE
Paul Rickard, Director, Commonwealth Securities
Peter Couchman, Moderator
ICCMF
Getting to Know How Compliance
Committees Operate – Part 1
Sarah Goodman, Head of Group Compliance,
Commonwealth Bank Group
Sarah Woodhouse, Partner,
Deloitte Touche Tohmatsu
7.00pm for 7.30pm SURF’S UP DINNER – Guest of Honour: Alan Cameron, Chairman ASIC ‘The View from the Lifeguard’s Chair’ Melbourne Convention Centre, Dress: Beach casual – ready to limbo.
11.00pm LATE NITE WHISKEY TASTING
Day Three – Thursday 20 July
7.30am – 8.55am WIPEOUT BREAKFAST H U R S D A Y 2 0 J U L Y
9:00am – 9:30 am KEYNOTE ADDRESS – Stephen Roach, Chief Economist, Morgan Stanley Dean Witter, via satellite from N.Y.
9.30am – 10.25am PLENARY SESSION – The Tax Reform Wave – Challenges and Opportunities. Michael Carmody, Commissioner, ATO.
10.30am – 11.00am COFFEE BREAK
11.05am – 11.55am CONCURRENT FOUR – Each of the four streams run in sync.
INVESTMENT
Shooting the e-Pipeline: eMeetings,
eProxies, eAGMs, ebriefings
Dr Noel Purcell,
Group General Manager
Stakeholder Communcations,
Westpac Banking Corporation
MARKETING AND DISTRIBUTION
Delighting the Customer
Michael Kaye,
Executive Chairman, Corporate
Affairs, AAMI
BUSINESS STRATEGY
Ethics to Go: Professional
Responsibilities, Ethics and the Law
Attracta Lagan,
Leader Ethics & Integrity, Services,
KPMG
ICCMF
Getting to Know How Compliance
Committees Operate – Part 2
Beverly Houterman, Senior
Consultant, Paul Resnik
Consulting Group
Pam Hauser, Head of Legal &
Compliance, National Australia
Investment Management
11.55am – 12.30pm CONCURRENT FIVE – Each of the four streams run in sync.
INVESTMENT
Investing Outside of the Flags:
Venture Capital
Chair: David Shields, Head of
Private Equity, Deutsche Bank
Bill Bartee, Associate Director,
Macquarie Bank
MARKETING AND DISTRIBUTION
The Internet – How to Catch
Surfers in the Net
Chris Connolly, Director,
Financial Services Consumer Centre
BUSINESS STRATEGY
Fencing Off the Beach: Defending
the Electronic Perimeter
Hilton Sack, Executive Vice
President, VISA International
ICCMF
Breaches and what to do about
them – A Case Study
Brian Thomas, Head of Retail,
Credit Suisse Asset Management
Chris Dellit, Senior Associate,
Ernst & Young
Pauline Vamos,
National Compliance Advisor,
Managed Investments, ASIC
12.35pm – 1.45pm LUNCH & KEYNOTE ADDRESS – Built for Speed : The Best Practices of the Firm for the Next 20 years Les Owen, Group CEO, AXA
1.50pm – 2:40pm KEYNOTE ADDRESS – The Future of Funds Management in Asia. Stuart Leckie, Chairman, Woodrow Milliman China.
2.45pm – 3.30pm CONCURRENT SIX – Each of the four streams run in sync.
INVESTMENT
The Next Wave: Assessing the Real
Performance of Investment Managers
Glenn Solomon, Chair P-Group,
Analytics & Compliance Manager,
AMP Investment Administration
Heather Ward, Manager Investment
Performance, Equitilink Australia
Gary Gabriel, Associate,
William M Mercer
MARKETING AND DISTRIBUTION
Branding: Is it Over-rated in the
Electronic World?
Speaker TBA
BUSINESS STRATEGY
HOT TOPIC !
ICCMF
ASIC Update – Where are
the Trouble Spots?
Pauline Vamos,
National Compliance Advisor,
Managed Investments, ASIC
3.30pm – 4.00pm COFFEE BREAK
4.05pm – 4.45pm PLENARY SESSION – Hanging 10: The View from the Pointy End. Industry Leaders Panel.
Ian Martin, Executive Vice President – Chief Executive, BT Financial Group. Maurice O’Shannassy, Managing Director,
Merrill Lynch Mercury Asset Management. J. Mark Wettlaufer, President, TD Asset Management, Canada.
David Adams, Director, Macquarie Bank.
5.00pm CONFERENCE CLOSE
