Webinar: Trimming the sails: navigating increased performance and fee pressures by Fund Business

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About This Webinar

In light of increasing pressure on investment managers to lift performance, increase transparency and reduce fees, this session will look at considerations from the perspective of implementation efficiencies and investment operations:

Agenda

To what extent are organisations simplifying investment strategies and what are the prospects for re-balancing and overlays?
How can the implementation/operations function more efficiently implement investment decisions, especially in changing market conditions?
Effectively managing cash balances
Increasing automation – reducing reliance on manual processes and excel spreadsheets

Wietske Blees (chair)

Editor, Fund Business

Wietske is a journalist with over 17 year's of experience in financial regulation, risk management, derivatives and technology.

Most recently a regulatory analyst with Thomson Reuters Regulatory Intelligence, Wietske spent six years analysing the impact of financial regulation on market participants across the globe. Prior to this, she was a staff writer at Risk Magazine covering derivatives, risk management and technology across Europe and Asia-Pacific. She started her career as editor of Unquote”, a European private equity publication.

Wietske holds a master’s degree with distinction in global political economy (specialising in global finance) from the University of Sussex, and obtained a first-class bachelor of arts in international relations with French from Université Grenoble Alpes (formerly Université Pierre Mendès France) and the University of Sussex.

Gerard Brown

Head of Investment Execution, HESTA

Gerard is responsible for leading the efficient and effective operational, data and systems platforms and frameworks to support the investment function and internal asset management capability.

He has over 30 years’ experience in the financial services sector and has led large-scale cross-functional global operating teams. He has also been responsible for significant transformational projects involving re-designing investment operating models.

Gerard holds a Master of Applied Finance, and a Bachelor of Business. He is a Certified Practising Accountant (CPA), a Fellow of FINSIA and a member of the Australian Institute of Company Directors.

Terry Kyle

Country Manager, Financial Risk Solutions

Terry Kyle is the country manager of Financial Risk Solutions (FRS).

In his role, Kyle is responsible for the growth and localising of InvestPro, FRS’ investment administration software, for the Australian superannuation, Asian funds, wealth and managed accounts markets.

During his career, he gained 30 years of experience in leading transformation delivery for financial services firms including Mercer, VicSuper, TAL, Perpetual, NAB, ANZ, Macquarie, Credit Suisse and AXA Financial.

Rein van Rooyen

Head of Investment Performance & Operations, QSuper

Rein is the Head of Investment Performance & Operations at QSuper, where he is currently spearheading the supporting capabilities for the $100bn fund, including a transformational change across risk, data and performance.

He is a CFA charterholder, a qualified Fellow of the Institute of Actuaries of Australia (FIAA), a Fellow of the Institute and Faculty of Actuaries in the UK (FIA), a Chartered Alternative Investment Analyst (CAIA), a Financial Risk Manager (FRM), a Certified Investments Performance Manager (CIPM) as well as a Certified Investments Management Analyst (CIMA®).

Rein is also serving on the CFA Society Sydney Board of Directors, the CFA Brisbane President, the APAC Advisory Council for the Investments & Wealth Institute, the Education Committee for the CIMA Society of Australia and is the Australian representative on the International Actuarial Association’s Committee. He is also the Superannuation and Investments editor for the Actuaries Magazine.