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Lunch, followed by the afternoon sessions

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Administration and Technology stream

1.50pm: New systems and risk reduction.

Iain Dunstan, managing director, Bravura Solutions.

2.25pm: Panel Session: Taking a Leaf out of the Banks’ Books – Towards an Homogenous System for Funds Management Transactions.

Chaired by Rob Brown, chief executive Ausmaq. Including Simon Ractliffe, Global Funds Network, Tim Worner, Morse Consulting.
Rob Brown Tim Worner.pdf
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Distribution and Platforms Stream

1.50pm: Platform Rationalisation – Will It Ever Happen?

Mark Johnston, principal, Investment Trends.

2.25pm: Panel Session: Accessing the Retail Market into the Future

Brian Thomas, Perennial; Graham Rich, chief executive, brillient and Peter Ornsby, national manager, franchise distribution, Retireinvest
Brian Thomas  Peter Ornsby.pdf  Graham Rich.pdf

Plenary Sessions

3.20pm: What your custodians don’t want you to know – contracts, risks and fees: are some funds too big to be safely banked?

Simon Thomas, Thomas Murray. Download presentation [Adobe Acrobat PDF – 642.99 KB]

4.00pm: Panel Session: Securities Lending and Shorting – What’s a Fund to Do?

Chaired by Leigh Watson, regional general manager, NAB, with Peter Curtis, senior manager of investments at AustralianSuper, Jonathan Green, senior manager, investment facilities, NSW Treasury Corporation, and Drew Vaughan, principal, Dymond, Foulds & Vaughan.
Drew Vaughan.pdf Peter Curtis.pdf Jonathan Green.pdf

4.45pm: Derivatives and Counterparty Risk: What Happens When the Dust Settles.

Andrew Skinner, executive director, J.P. Morgan Credit and Rates Markets, with Brett Elvish, principal, Financial ViewPoint and Sidney Chong, head of fixed interest, cash and currency, investment solutions group, BT Financial.