Employees of member firms attend for free / non-members attend for $250. Not sure if you are an FISD member? Click here.
Thursday, June 6
3:30 p.m. - 4:00 p.m.
Registration & Networking
4:00 p.m. - 4:05 p.m.
Housekeeping and Introduction
Scott Cooper, FIA, FISD Asia-Pac Regional Representative & Partner, Saquish Partners
4:05 p.m. - 4:10 p.m.
Welcome Remarks: Morningstar
Jamie Wickham, Managing Director, Morningstar Australasia
4:10 p.m. - 4:40 p.m.
Is international investment growing in Australian portfolios?
Australian investment professionals had been known to favour domestic-dominant strategies; is that changing?
Ross Pullen, Head of Product Development, Chi-X Australia
Shweta Shah, Product Manager, Data Products - ANZ, Morningstar
Patrick Tompsett, Head of BuysideHead of Buyside, IRESS
Justin Wynne, Senior Investment Adviser CommSec Advisory, Commonwealth Securities Limited
4:40 p.m. - 5:20 p.m.
Cloud and Data Lakes: What's the Impact on Business Models and Policies?
Commercial models need to change. The days of pricing by screens, eyeballs, symbol and bandwidth look a lot less relevant. How will market data commercial models and data policies change?
David Kenny, Market Data Manager, National Australia Bank
Ryan Page, Sales Leader, Enterprise and Digital Wealth Solutions, Refinitiv
Frank Piasecki, President, Activ Financial
5:20 p.m. - 5:50 p.m.
Use case: Platypus integration of ESG research and data into investment decision making processes.
Carbon risks are playing an increasingly significant role in the mind of investors. Challenges still remain in how carbon data and carbon risks are reported on, yet significant strides are being made to standardize reporting. Marco and Peter will discuss challenges on how carbon data and risks are quantified, used in investment decisions and share the findings of recent study that looks at carbon risks and performance.
Marco Sepulveda, Senior Associate, Client Relations , Sustainalytics
Peter Brooke, Head of Quantitative Investments, Platypus Asset Management
5:50 p.m. - 6:00 p.m.
FISD update and closing remarks
Tom Davin, FIA, Managing Director, FISD
6:00 p.m. - 7:30 p.m.