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Financial Institutions Symposium 2019
6-9 May 2019
Sydney
In a time when the financial services sector continues to face multi-faceted challenges arising from both technological advances and regulatory developments, it has never been more vital for financial institutions to take stock and look towards the future to see what opportunities new horizons may bring.

Held over four days, Norton Rose Fulbright's Financial Institutions Symposium 2019 presents a series of discussions where business leaders and industry experts will consider some of the key issues at the top of the agenda for financial organisations, and discuss ways to navigate through these challenges in order to use them as a strategic advantage.

Join the conversation and gain insights from experts in banking, insurance, investment funds, superannuation, wealth management and risk from across Norton Rose Fulbright’s network.

Meet our guest speakers

Symposium schedule
Monday 6 May
  • Putting the customer first and balancing the interests of other stakeholders
  • Looking over the horizon into a world with open banking
Tuesday 7 May
  • Contemporary funds offerings: new strategies, markets and opportunities
Wednesday 8 May
  • Do super funds need asset managers?
Thursday 9 May
  • Looking beyond today's headlines: property and development finance in the next decade

Session information

Monday 6 May 2019

Opening address
&
Putting the customer first and balancing the interests of other stakeholders
Session overview:
Putting the customer first or having the customer at the heart of every decision has been a common theme in Australia for some time. It is also a concept explored by Commissioner Hayne in his Final Report in the recent Royal Commission. 

What does it mean to put the customer first? How do you balance the interests of various stakeholders of a financial institution, including  customers, shareholders, investors, employees and the community? 

The discussion will reflect the focus on customer centricity post-Royal Commission and how financial institutions manage competing interests and duties to multiple stakeholders.

Moderator:
  • Scott Atkins - Head of Risk Advisory Australia, Norton Rose Fulbright
Panellists:
Monday 6 May 2019

Looking over the horizon into a world with open banking: competing tensions, perspectives and the challenges associated with a consumer data right
Session overview:
The new consumer data right (CDR) for Australia is imminent.  Customers will soon have access to banking and other data held about them and the right to direct the holder of that data to share it with third parties. A simple proposition, but such a regime leads to competing tensions from a privacy and competition law perspective, including issues in terms of disclosure, reciprocity and what information is truly that of an individual.  

It also begs the question as to whether it will increase competition between suppliers, and how the transfer of data will be managed. Look over the horizon with insights from our panel.

Moderator:
Panellists:
Tuesday 7 May 2019

Contemporary funds offerings: new strategies, markets and opportunities
Session overview:
This funds session will comprise a discussion around contemporary funds offerings in which the panellists will discuss new strategies, markets and opportunities. Leading business experts in funds management will take a deep dive into the latest developments in this space.

This session will take a commercial approach to the topic with insights on the latest market trends and future opportunities.

Moderator
Panellists
Wednesday 8 May 2019

Do super funds need asset managers?
Session overview:
Given the recommendations from Commissioner Hayne, including the endorsement of the Productivity Commission, the Australian super fund industry is likely to go through significant change in the next few years.  

This panel will discuss the opportunities and challenges presented by these proposals including a discussion of the development of internal investment capacity, learnings from other jurisdictions, and the value of external assets managers.

Moderator:
Panellists:
Thursday 9 May 2019

Looking beyond today's headlines: property and development finance in the next decade
Session overview:
Not a day goes by in the news without another bold headline trumpeting a crash, plunge, plummet or dive in Australian property prices. Things must be terrible out there in property finance land, full of doom and gloom, right? Perhaps we shouldn’t believe what we read and should look past the headlines.

Our expert panel comprising developer finance directors, debt arrangers and financiers will discuss market shifts; how our good developers are navigating change and looking to the future; and where the opportunities are for the next decade.

Moderator:
Panellists:
Thursday 9 May 2019

Closing drinks
Overview:
Join us after the final session for drinks and networking opportunities at Norton Rose Fulbright's Grosvenor Place office.


Meet our guest speakers

Cathie Armour is one of the Commissioners of the Australian Securities and Investments Commission ("ASIC"). Cathie Armour first began as Commissioner on 3 June 2013. Cathie has been reappointed for another five years until June 2022.

The Commission is responsible for ASIC's performance as Australia's integrated corporate, markets, financial services and consumer credit regulator.

Cathie is the chair of ASIC's Regulatory Issues Committee. In her executive role at ASIC, Cathie works most closely with ASIC's Market Integrity Group that is the teams responsible for regulating market infrastructure, market surveillance, market intermediaries and enforcement of laws relating to market integrity.

Cathie's experience before ASIC was in legal counsel leadership roles in international financial institutions. Most recently, she was General Counsel for Macquarie Capital and an Executive Director of Macquarie Group. She began her career in private legal practice and has worked for law firms in Sydney and New York.

Cathie is a Graduate of the Australian Institute of Company Directors. She is also a member of Chief Executive Women.

Drew has over 27 years’ real estate credit, portfolio management, property valuation and capital market experience. Drew has successfully completed an extensive array of development and investment portfolio finance facilities during varying market cycles, incorporating senior and mezzanine debt and equity participations.

Drew is a former investment director for MaxCap and Director of RBS within the Real Estate Finance and Loan Markets Origination divisions. He has also held senior positions in real estate finance at Pepper Group and Macquarie Bank. Drew is a certified practicing valuer and Fellow of the Australian Property Institute. He holds a BCom (Business Law) and Assoc. Dip. Business (Property Valuation).

Rhonda is CEO of mwah. Making Work Absolutely Human, Chair of the AHRI National I&D Reference Panel and Founding Chair of FlexCareers, and is recognised as a game changer in the future design of organisations, HR, leadership and work.

Having worked, lived and lectured in Asia, Europe and the USA, Rhonda is a former HR Leader of the Year and Telstra Businesswoman of the Year.

Launched in 2017, mwah. is a ThinkTank, a Community and a business changing the way work works.

A determined optimist, Rhonda’s fundamental belief is that we can design the future of work to work for more of us.

www.mwah.live

Sarah Court was appointed a Commissioner of the ACCC in April 2008, and reappointed for a third term in 2018. She is also an Associate Commissioner of the New Zealand Commerce Commission.

Sarah is a full-time commissioner, and a former senior executive lawyer and Director with the Australian Government Solicitor. She brings to her role extensive experience in Commonwealth legal work, including restrictive trade practices, consumer protection and law enforcement litigation.

Sarah oversees the ACCC’s enforcement and litigation program and chairs the Commission’s Enforcement Committee, Strategic Compliance Committee, Consumer Data Right Committee and Legal Committee. She also sits on the Merger Review Committee and Adjudication Committee.

Sarah holds a Bachelor of Arts (Jurisprudence) and a Bachelor of Law (Honours) from the University of Adelaide as well as a Graduate Diploma in Legal Practice from the ANU. She is a Fellow of the Australian Institute of Company Directors.

Brendan's current role is Group Customer Advocate and Executive General Manager Group Customer Advocacy and Remediation. He is one of the most well recognised consumer affair sspecialists in the country, having worked as an ombudsman, academic, boarddirector, author and consultant.

As CommBank’s Customer Advocate he brings independent thinking to solve some of the Group’s biggest and most public challenges, including through his oversight of the Storm Financial Resolution Scheme and the Open Advice Review program.

Prior to joining CommBank, Brendan lectured at the School of Law, Western Sydney University, and published widely, including the standard text, Resolvin gConflict (Oxford University Press,2009). Brendan holds a PhD in the History of Ideas.

Rodney is currently the Head of Investment Product and Solutions within the Platforms and Investment division of BTFG.

In this role he is responsible for BTFG’s investment product range across managed funds, margin lending, online broking, structured products and institutional managed accounts. Rodney initially joined BTFG in 2011 when he was appointed to the newly created role of Head of Retirement and continued in this role until 2014.

Prior to joining BTFG, he was General Manager, Product and Marketing at Challenger Financial Group where he was responsible for the product and marketing functions for Challenger’s annuity and investments business. Initially joining Challenger in 2003 as Head of Product, Rodney was responsible for significant rationalisation and product development activities as part of the restructuring of this business from 2003 until 2008.

His career started at MLC in 1994 and he held a number of roles including Head of MasterKey product which he held at the time of departing in 2011. Rodney holds and Bachelor of Economics (Honours) attained at the University of Sydney.

Bede Hackney has over 25 years of experience in the IT and security industries, working with high growth companies and large multinationals, focusing on software and hardware solutions for networking, security, storage, server virtualisation, desktop and mobility across public, private and hybrid cloud. In 2017, Bede joined Tenable to bring his extensive expertise to help expand the Cyber Exposure company’s presence in the enterprise security market across Australia and New Zealand.

Prior to joining Tenable, Bede held roles as Managing Director for Nimble Storage in ANZ and Director of Product Sales at VMware. Bede also worked in several strategic management roles for multinational software company, Citrix and served as the ANZ Country Manager for Packeteer.

In addition to Bede’s cross-technology leadership experience, he comes from a strong technical background - focused mainly in the networking arena where he holds a CCIE and was awarded a US patent for management of network quality of service.

Elizabeth is an experienced non-executive director in the financial services and infrastructure sectors. Relevantly for this symposium, Elizabeth is a trustee director of Sunsuper, a public offer, profit for member, superannuation fund with more than $60 billion under management.

At Sunsuper, she chairs the Audit & Risk Committee and is a member of the Investment Committee & the Remuneration & Nominations Committee.

Challenger Limited is an ASX-listed investment management firm managing around $81 billion in assets, focussed on providing customers with financial security for retirement. Prior to joining Challenger, Carla was Senior Policy Manager for Investment and Global Markets at the Financial Services Council.

Carla has previously worked as a ministerial advisor to the NSW state government, at Henry Davis York law firm, and in various product development and corporate strategy roles across the financial services sector.

Carla is a practicing solicitor and holds a Masters of Law (Hons) and Juris Doctor from the University of Technology Sydney, an Executive MBA from the Australian Graduate School of Management, a Bachelor of Applied Psychology from the University of Canberra, and is a Graduate of the Australian Institute of Company Directors.

Kumar Kalyanakumar is Head of Australia – Real Assets at AXA Investment Managers.

He is also one of the founders of Eureka Funds Management which became the Australian Real Assets platform of AXA Investment Managers post its acquisition in 2016.

Kumar's primary focus is to drive the strategic direction of the business in the Australian market including, new business initiatives, real assets investments and management of client relationships. He is also a member of the Fund Financial Report Committee, Global Real Assets Investment Committee and Global Leadership Group of AXA Investment Managers.

Kumar has over 35 years experience in the areas of banking, finance and funds management and has held various senior roles within major Australian institutions.

Prior to joining AXA, Kumar was the Fund Manager of the Colonial Property Hotel Fund (CPHF) and prior to that was a senior manager at Westpac Institutional Bank.

Kumar has a Bachelor of Commerce and a Master of Business.

Eylem Kamerakkas is the Head of Managed Accounts Product at Macquarie. In this role, Eylem leads the strategic direction and growth of Macquarie’s managed accounts suite of products. She manages a team of experienced product managers and technical specialists and has presided over the growth of $1B in SMA FUA over the last 12 months.

Having started her career as a financial services lawyer, Eylem has intricate knowledge on the creation, structuring, distribution and management of financial products, gained from working across global and domestic institutions.

Danny is co-founder and Director of Ocian, a consultancy firm that provides strategic and independent advice to help property investors and developers find the right capital solutions.

Danny’s passion for property comes from his 15 years’ experience in law, finance and business consulting – working exclusively in the real estate sector. He enjoys using his expertise to help clients navigate an evolving and increasingly complex capital market. This includes sourcing capital and structuring financing arrangements to support new acquisitions, property development, and restructuring and refinancing of existing arrangements.

Danny’s tertiary and professional qualifications in economics, finance, and law are supported by extensive transactional experience, having delivered transactions for mid-market and institutional clients across all major classes of real estate – including residential, commercial, retail, industrial, hotels, and health care.

When he’s not arranging property finance deals, Danny enjoys surfing, golfing and spending time at home with his wife and family. He believes negotiating with investors and lenders is nothing compared to negotiating with three kids under 10.

Mark is a director of financial services company StatePlus a position he has held since 2016. He is also a director of ICare (Insurance and Care NSW) and from 2010 to January this year was a director of First State Super.

Previously, Mark worked for Unions NSW for twenty-eight years the last seven as secretary. He has a law degree from the University of New South Wales. His other interests include reading, particularly history books and refereeing rugby matches poorly.

Simon’s distinguished career includes being named as one of AFR Boss’ True Leaders for the 21st century, with Carol Schwartz noting; "I don’t know one CEO or chairman in corporate Australia who has not worked with Simon Longstaff".

Simon Longstaff began his working life on Groote Eylandt (Anindilyakwa) in the Northern Territory where he worked in the Safety Department of the then BHP subsidiary, GEMCO. He is proud of his kinship ties with members of the island’s Indigenous community. Following a period studying law in Sydney and a brief career teaching in Tasmania, Simon undertook postgraduate studies in philosophy as a Member of Magdalene College, Cambridge.

Simon commenced his work as the first Executive Director of The Ethics Centre in 1991. Simon is a Fellow of CPA Australia and in June 2016, was appointed an Honorary Professor at the Australian National University – based at the National Centre for Indigenous Studies.

Formerly serving as the inaugural President of The Australian Association for Professional & Applied Ethics, Simon serves on a number of boards and committees across a broad spectrum of activities. He was formerly a Fellow of the World Economic Forum. In 2013, Dr Longstaff was made an officer of the Order of Australia (AO) for "distinguished service to the community through the promotion of ethical standards in governance and business, to improving corporate responsibility, and to philosophy.

Rachel Tweedy is a Director in the National Australia Bank's Corporate Property division, where she manages a $2 billion loan portfolio. The portfolio comprises loans for property developments and investments to a mix of High Net Worth Individuals and Medium Sized Private enterprises.

Rachel began her banking career as a Graduate in Westpac's Corporate and Institutional Banking division where she worked in their Property Finance sector.

In 1998, she joined Macquarie Bank becoming an Associate Director in their Real Estate Finance division. In this capacity Rachel was responsible for the negotiation and structuring of joint venture residential developments between Macquarie Bank and their Partners.

Eric has extensive experience across financial services, management consulting, and is a serial entrepreneur. Before leaving to start work on Xinja in 2015, he was CEO of National Australia Trustees, a subsidiary of NAB, managing in excess of $1bn belonging to disadvantaged and disabled Australians. Prior to that, Eric was Enterprise Program Director of the Future of Financial Advice Reforms at NAB, and the Professional Services Director Greater China & ANZ at SHL (now Gartner), the world’s largest provider of psychometric testing.

Eric began his career in consulting, with eight years at Accenture. He has a masters in Law (LLM) specialising in Corporate, Securities, and Finance Law from the University of Sydney, is a father, former board member of Lifeline Northern Beaches, and is passionate about bringing a much better banking experience to Australians, that puts their needs first.

Cameron is a finance director at Dyldam Developments, one of Sydney’s largest private development and construction groups. His background is in institutional property finance, having held director level positions at both NAB and ANZ.

At Dyldam Cameron oversees the debt and equity finance for its multi-billion dollar development pipeline. He deals with banks, debt funds and mezz financiers in bilateral and syndicated arrangements and is at the cutting edge of debt market developments in the property space.

Ross is responsible for Ausbil’s oversight and strategic positioning. Ross has over 30 years’ experience in the finance industry covering asset management, financial planning and stockbroking.

Previously, Ross worked with Five Oceans Asset Management, an international funds management business he co-founded in 2005. Prior to this, Ross spent five years with Deutsche Bank in both Sydney and New York and held the positions of CEO of Deutsche Asset Management in Australia and Head of Deutsche Asset Management’s US Mutual Fund business. Ross also worked for Bankers Trust in both New York and Sydney across a variety of management roles.

Ross has an MBA from Columbia University, a Bachelor of Commerce from the University of Tasmania and is a Graduate of the Australian Institute of Company Directors.


Request your invitation here

Contact details

For additional information, please contact:

Monique James
Legal Assistant
+61 2 9330 8846