PROGRAMME
Details will be updated as information becomes available.
Welcome Breakfast
Kick off the conference with a freshly brewed coffee and a breakfast treat or two – gather, connect and refuel as we set the tone for an inspiring day ahead.
Catering
In the Foyer and Exhibition Hall
Welcome & Acknowledgement of Country
Keynote
The Compounding Disadvantage: Why the Time to Act on AI is Now
Allanna Rigby is the AI Go-To-Market Lead for Australia and New Zealand at Amazon Web Services (AWS). With a deep understanding of data science and emerging technologies, Allanna helps customers unlock insights, optimise processes and achieve measurable outcomes through the seamless integration of leading-edge solutions, including advanced generative AI models.
Allanna’s approach centres on collaboration and ethical AI practices, ensuring responsible data use while championing fairness and transparency. Her expertise in generative AI enables her to push the boundaries of what’s possible, creating innovative solutions and unlocking new levels of creativity and efficiency.
Prior to AWS, Allanna held leadership roles in data analytics and discovery at Control Risks, supporting clients across the EMEA and APAC regions. She is a strong advocate for responsible AI development and looks forward to sharing her insights on the future of generative AI and its transformative impact on organisations.
Plenary 1
Superannuation Leaders: More Scale, More QuestionsThis panel brings together senior leaders from three large funds to discuss the big questions they face as they scale. These big questions will span different dimensions such as Technology, Talent, Governance and more...
Morning Tea in Expo Hall
In the Foyer and Exhibition Hall
Plenary 2
Asset Management Leaders - Velocity vs Control: The New Operating Model Trade-Offs in Asset ManagementAs technology accelerates and regulatory and cost pressures persist, firms face a series of structural trade-offs. Where should velocity win? Where must control hold? And who owns the integration risk across data, platforms, outsourcing and talent?
This plenary explores the real operating model tensions shaping modern asset management, and how leading firms are navigating them.
Workshops
As asset managers transition from legacy infrastructure to modern data ecosystems, the "tried and tested" methods of data procurement are being pushed to the limit. This session covers the transformation journey, from navigating complex vendor hierarchies and red flags to the current disruption of AI.
From speculative alpha to institutional infrastructure, a roadmap for super funds and asset managers
How AI-powered infrastructure is helping GPs compete for global capital
Due diligence demands are rising, yet many GPs still rely on static Q&A banks and fragmented processes. This session explores the shift to structured, AI-powered Knowledge Base that centralise institutional knowledge, improve consistency and strengthen governance. We’ll examine how modern DD infrastructure enables faster, more defensible responses, and supports GPs competing for global capital.
Silent Presentation
Regulation is not a one-time tsunami - it’s a rolling set of waves, constantly hitting our shores.
RegTech Solutions invites you to explore tools that help financial service organisations confidently ride the regulatory waves.
- 1. Supplier management & governance - smarter third-party oversight in a CPS230 world
- 2. Global shareholding/position disclosures
- 3. Full lifecycle AML/CTF compliance
- 4. Account and transaction fraud protection
Plenary 3
Data Foundations Driving Investment Decisions and Operational ExcellenceHow are superannuation funds and asset managers thinking about data and operational excellence and which key challenges are they facing when implementing a Total Portfolio View or trying to speed the investment decision process?
During this session, we will explore how leading market players are leveraging technology, the lessons they have learnt while implementing data solutions, and the role they see AI playing in the future.
Workshops
The role of outsourced data management in delivering AI-ready public and private market data to support scalable investment data workflows, Total Portfolio View (TPV) and complex Fund Rebalancing.
The asset management industry is at an inflection point. AI is no longer a future consideration — it's reshaping how the world's leading asset managers discover alpha, serve clients, and run operations today.
Join AWS for a hands-on workshop where we explore how leading asset managers can deploy AI to fundamentally reimagine their research and investment operations. See real-world examples, experience intelligent dashboards that let anyone in your organisation ask questions of your data in plain English, and leave with practical ideas you can take back to your team.
This workshop introduces Broadridge’s Global Demand Model, an AI-powered analytics platform tracking over US $120 trillion in global assets to forecast demand, flows, and revenues across asset classes and regions. Attendees will gain a top-down view of capital movements from Global to APAC and Australia, with insights into asset class trends, fund flow dynamics, and the macroeconomic forces shaping investment demand.
Silent Presentation
This session explores how integrating registry data into CRM systems via APIs can transform how fund managers understand investor behaviour. By connecting the two, fund managers gain clearer visibility into capital flows, investor behaviour and the networks of advisers, platforms and referrers influencing investment decisions. The presentation will also look at how this shift toward live investor intelligence is shaping the future of fund operations and distribution.
Lunch in Expo Hall
In the Foyer and Exhibition Hall
Plenary 4
Wealth Management LeadersConnected data for a connected industry - Solving Wealth & Asset Management Data Challenges
In this plenary, industry leaders from both wealth and asset management will tackle the real data challenges holding the industry back and explore why previous attempts to solve them have fallen short. The conversation will examine what a truly connected ecosystem could look like, how clean and shared data can unlock smarter reporting and better client outcomes, and where technologies like AI may accelerate the shift and emerge as the next frontier for competitive advantage.
Workshops
The workshop will cover the workflow around rebalancing portfolios with complex structures such as superannuation options, from managing the data to the rebalancing process and includind generating orders and managing compliance requirements.
The differentiator is no longer access to data - it’s the ability to deliver insight, speed, personalisation, and trust at scale.
The next era of asset management belongs to relationship managers augmented by AI. Not open, uncontrolled AI, but AI deployed within a governed environment - trained on approved data, operating inside secure systems, and fully aligned with compliance requirements.
When AI is applied this way, it becomes a force multiplier: enabling relationship managers to move faster, communicate with greater relevance, and deliver trusted advice at scale - without compromising oversight, control, or regulatory integrity.
Asset managers and super funds are navigating rising expectations for speed, transparency, and operational discipline - all while managing regulatory scrutiny and complex investment workflows.
This session examines how AI is being applied across the buy‑side today and outlines a pragmatic approach to adoption that balances decision velocity with governance, data protection, and operational resilience. We’ll unpack how organisations are moving beyond isolated experiments toward secure, repeatable AI patterns that support real investment, risk, and member‑facing workflows.
The session focuses on real customer examples and the technical implementation details that matter. You’ll gain practical guidance on what “good” looks like, how to get started with confidence, and how to measure progress in outcomes that matter to executives - productivity, quality, and risk reduction.
Silent Presentation
A Live Look at Next-Gen Audit Trails and Data Lineage
Stop guessing where your data came from. In this live demo, we’ll unveil Fencore DataHub’s newly rebuilt lineage and audit dashboards. Watch as we trace data from its source to the master record, proving that comprehensive transparency can be powerful, intuitive, and built for everyone - not just data engineers.
Plenary 5
Operational Alpha in Action: Where Trading Creates (or Destroys) Value
Workshops
This workshop explores the rapidly evolving fraud landscape across superannuation, wealth and asset management, where high value, long term accounts are increasingly targeted by sophisticated attackers. We’ll unpack the key risks – from credential based attacks to social engineering – and demonstrate how data driven, behavioural and machine learning based approaches can strengthen account protection without adding friction for members. A live demo will show how Accertify detects and prevents real world ATO and identity based attacks across complex AM ecosystems.
Silent Presentation
Converting Chaos into Competitive Edge
With data volumes and the cost of data continuing to escalate, how do you architect to give you the freedom to grow with ease tomorrow and not just today.
Afternoon Tea in Expo Hall
In the Foyer and Exhibition Hall
Plenary 6
Beyond Augmentation: Why AI Transformation Demands a New Relationship with Technology — and Each Other
Closing
Networking Drinks in Expo Hall
Held in the Exhibition hall, with Irish Cocktails being served in the Foyer Area by Fund Recs
