Advanced screening

ASFA Conference Advance Screening

Register today to access bonus content

The ASFA Conference Advance Screening was filmed in November and features three timely and targeted sessions. Register for the ASFA Conference today and receive access to this bonus virtual content until 17 December 2021.

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Program and speaker line-up

1.30 – 2.30pm | Session one: Retirement incomes – can you set your fund apart?

Trustees will be required to implement a strategy that generates higher retirement incomes for their members under the long-awaited Retirement Income Covenant. But given the Covenant legislation provides for principles-based rather than prescriptive outcomes, there is ample opportunity for the strategy to be both innovative and tailored to a fund’s membership base.

So what should trustees look at to determine what will work best for their member cohorts? What do members want or need when it comes to advice, engagement and flexibility? For funds, what is the correlation to member outcomes and DDO?

Before reaching for a blank piece of paper to begin imagining a new approach to retirement income products, trustees need to be aware of some of the key legal issues around the Covenant. This session will examine the issues thrown up by the Covenant and identify a path forward.

Carmen Bekker

Carmen Bekker
Partner in Charge, Customer, Brand & Marketing Advisory, KPMG Australia

Carmen Bekker leads KPMG Australia’s Customer, Brand & Marketing Advisory and the KPMG ASPAC Customer group. Carmen works alongside some of Australia’s best marketing and customer teams delivering transformational customer led strategy, operations and experience. Carmen’s passion sits in financial services, delivering front and middle office transformation and advisory services focused on member and customer experience and outcomes. Carmen runs the CMO Advisory helping clients achieve the very best from their Marketing and Communications functions from people to technology.

Carmen has more than 20 years’ experience managing complex, multi-regional marketing and communications issues for clients. She was based in London for over 15 years, and has worked with leading international brands in London, Europe, USA and Australia.

Melanie Dunn

Melanie Dunn
Senior Manager, Retirement Solutions, Challenger

Melanie is a Fellow of the Institute of Actuaries of Australia and is passionate about the development of retirement solutions and tools to assist in providing retirees with financial security. With nearly 15 years experience in the sector, she has extensive knowledge and experience with SMSFs, superannuation, and Australia’s retirement system. 

As Senior Manager, Retirement Solutions at Challenger she manages retirement models that allow for decision making in light of uncertainty and risk, assisting with product and solution research and design, and the development of tools for financial advisers and retirees.

Melanie is a member of the Actuaries Institute Retirement Income Working Group and Wealth Management Sub-Committee, and the SMSF Association Regulatory Committee. 

Michelle Levy

Michelle Levy
Partner, Allens

Michelle specialises in superannuation, life insurance, distribution and financial services law. Michelle's clients include the wealth management areas of each of the major banks, life insurance companies and industry and corporate funds.

Michelle's recent work includes working with her clients on their Future of Financial Advice and Stronger Super projects, developing new financial products and distribution arrangements, helping to remedy breaches and selling wealth management businesses. Michelle advises on trust law, financial services regulation, prudential standards, as well as providing tax advice for superannuation funds and life companies. She also regularly advises on directors' duties in the financial services industry, AFS licensing and disclosure obligations and other Chapter 7 work. Michelle has experience in fund mergers and other product rationalisations, as well as unit pricing errors. She has also acted on a number of Part 9 transfers and indemnity claims.

Before joining Allens, Michelle was a partner at King & Wood Mallesons. Michelle is a regular contributor to various journals and publications including Financial Services Newsletter and the Superannuation Law Bulletin. She co-authored the LexisNexis FoFA Handbook. Michelle is a member of the Law Council of Australia's Superannuation Committee.

Michelle has been recognised as a leading investment funds lawyer by Chambers Asia-Pacific 2015-2018.

Melissa Jose

Mel Jose
General Manager Superannuation & Retirement Solutions, Rest

Mel Jose was appointed the General Manager Superannuation & Retirement Solutions at Rest in March 2021. This role is accountable for oversight of Rest’s super and retirement products, including the product strategy.

Mel is a Senior Financial Services leader with over 23 years’ experience at Rest, AMP, BT Financial Group, CFS, CommInsure, Perpetual, and NGS. Mel has held roles in Product for over 16 years with extensive experience in Product Management, managing high performing product teams, people leadership and implementation in regulatory change.

Mel holds a Bachelor of Economic (Banking and Finance), a Graduate Diploma of Applied Finance and an Advanced Diploma of Financial Planning.

Jeremy Cooper

Chair: Jeremy Cooper
Chairman, Retirement Income, Challenger

Jeremy Cooper is Chairman, Retirement Income at Challenger, a full-time executive role focusing on research, public policy issues and thought leadership.

Prior to joining Challenger, Jeremy chaired the ‘Cooper Review’ into the superannuation system, the recommendations of which have been substantially adopted.

Before his review role, Jeremy was Deputy Chairman of the Australian Securities and Investments Commission (ASIC) for five years from mid-2004. Prior to his term at ASIC, Jeremy was a partner of an Australian law firm, now part of global law firm, Ashurst.

Jeremy is a regular public speaker and media commentator on superannuation and retirement income-related issues.


Partnered by Challenger    KPMG


2.30 – 2.50pm | Break – networking opportunity


2.50pm – 3.40pm | Session two: Managing third party cyber risk – what superannuation leaders need to know

The level of connectivity and ongoing digitalisation of superannuation systems makes a cyberattack on the industry a matter of when, rather than ‘if’. APRA has already recognised the systemic risk of cyber attack, increasing its prudential supervision including plans to review how boards manage their third-party risk. More widely, the Federal Government is looking at whether directors should be held personally liable in the event of a cyber incursion.

This session will draw on the work already undertaken by ASFA’s Cyber Resilience Pilot program, spearheading the industry’s cyber preparedness with particular focus on CPS 234 third party arrangements and risk. The experts will explore what superannuation trustees and senior managers should consider in managing third party risk around cyber threats that continue to grow – in sophistication, frequency, severity, economic loss and reputational damage.

How can funds prepare for APRA’s review and assess both their ability—and that of their many third party providers—to withstand an attack, and maintain member confidence and trust? Is a greater level of collaboration between funds, service providers and regulators the way forward to develop an industry framework to manage third party security risks?

Michelle Bower

Michelle Bower
Chief Executive Officer, Gateway Network Governance Body

As CEO, Michelle leads GNGB in managing the integrity, security and availability of the Superannuation Transaction Network, navigating with Gateway Operators through continuous change and improvement. Engaging with the STN’s wide stakeholder interests, she is a passionate advocate for the STN and the efficiencies it delivers for the benefit of the superannuation industry and Fund members.

In February 2021 GNGB published a report outlining findings of a national research study on cyber risks, threats, challenges and actions to improve cyber resilience in the superannuation ecosystem and is passionate about continuing to drive industry collaboration on this topic.

Michelle has over 25 years’ experience within financial services across operations and consulting roles, managing change and delivering solutions for her stakeholders.

Mick Dunne

Mick Dunne
Chief Information Security Officer, AustralianSuper

Mick Dunne is a security executive with over 30 years’ experience in information security gained in a broad range of industries including financial services, telecommunications, Defence, Federal and State Government, professional services, manufacturing, mining and education. Has spent the last two and a half years as the Chief Information Security Officer at AustralianSuper.

Pia Chakravarti

Pia Chakravarti
Director, Cybersecurity & Digital Trust, PwC Australia

Pia has over 13 years’ experience in Digital Risk Management, including technology risk and third party risk management as key areas of focus. She has worked extensively in the Financial Services sector on large risk projects including leading a number of third party technology risk management engagements - from creating and implementing frameworks, through to ongoing management and assessment of key vendor risks.

Andrew Mantello

Chair: Hans van Daatselaar
Executive Officer, ASP Services

 

Hans is responsible for identifying and delivering superannuation administration efficiency improvements that will benefit super fund members and industry participants in areas where no competitive differentiation exists.

This is achieved through a unique collaboration model where administration practitioners and software providers - covering all industry sectors - work together with regulators in co design, implementation and operations of the ever-changing superannuation ecosystem.

Hans is also responsible for the successful delivery of the ASFA Cyber Resilience Pilot, a six month pilot of 25 leading organisations in the superannuation industry to shape the future of cybersecurity resilience in the superannuation ecosystem.

Hans is a Director of the Gateway Network Governance Body Limited (GNGB), an industry owned not for profit organisation whose main purpose is to manage the integrity of the Superannuation Transaction Network.

He has a Diploma of Superannuation Management (ASFA), a Diploma of Financial Services (Financial Planning) and is a Fellow of the Association of Superannuation Funds of Australia and a Member of the Australian Institute of Company Directors. Hans has successfully completed the University of Oxford Fintech Programme, INSEAD Innovation in the Age of Disruption Programme and Cybersecurity: Managing Risk in the Information Age through Harvard.


3.40pm – 4.00pm | Break – networking opportunity


4.00pm – 5.00pm | Session 3: COP26 – what now?

Gillian Tett, the Financial Times’ Chair of Editorial Board and Editor-at-large, will join ASFA CEO Martin Fahy for a high level wrap up of COP26. With around 10,000 diplomats and negotiators, scientists, activists and people from civil society groups attending over two weeks, what were the highlights and the key outcomes?

What does this all mean for superannuation funds? How do you manage diverse investment portfolios where all nations are being asked to establish ambitious emission reduction targets to eventually achieve net zero by 2050? If COP26 delivers on what Paris promised, what is the plan for investors of long-term, patient capital? Martin Fahy will explore these themes and issues with leading industry experts.

Gillian Tett

Gillian Tett
Chair of Editorial Board and Editor-at-large, US, Financial Times

Gillian Tett serves as the chair of the editorial board and editor-at-large, US of the Financial Times. She writes weekly columns, covering a range of economic, financial, political and social issues. She is also the co-founder of FT Moral Money, a twice weekly newsletter that tracks the ESG revolution in business and finance which has since grown to be a staple FT product. In 2020, Moral Money won the SABEW best newsletter.

Previously, Tett was the FT’s US managing editor from 2013 to 2019. She has also served as assistant editor for the FT’s markets coverage, capital markets editor, deputy editor of the Lex column, Tokyo bureau chief, Tokyo correspondent, London-based economics reporter and a reporter in Russia and Brussels.

Tett is the author of The Silo Effect, which looks at the global economy and financial system through the lens of cultural anthropology. She also authored Fool’s Gold: How Unrestrained Greed Corrupted a Dream, Shattered Global Markets and Unleashed a Catastrophe, a 2009 New York Times bestseller and Financial Book of the Year at the inaugural Spear’s Book Awards. Additionally, she wrote the 2003 book Saving the Sun: A Wall Street Gamble to Rescue Japan from its Trillion Dollar Meltdown. Her latest book, Anthro-Vision, A New Way to See Life and Business came out in June 2021.

Tett has received honorary degrees from the University of Exeter, the University of Miami, St Andrew’s, London University (Goldsmiths), Carnegie Mellon, Baruch and an honorary doctorate from Lancaster University in the UK.

Before joining the Financial Times in 1993, Tett was awarded a PhD in social anthropology from Cambridge University based on field work in the former Soviet Union. While pursuing the PhD, she freelanced for the FT and the BBC. She is a graduate of Cambridge University.

Scott Hartley

Scott Hartley
Chief Executive Officer, AMP Australia

Scott was appointed Chief Executive Officer of Australia Wealth Management (previously known as AMP Australia) in January 2021. Australia Wealth Management is AMP’s retail business in Australia, responsible for AMP’s wealth management with a focus on strengthening client-led outcomes.

Scott Hartley has more than 25 years’ experience in executive management roles including 20 years in the wealth management industry.

Most recently, Scott was the CEO of Sunsuper. Under his leadership from 2014 to 2019, Sunsuper grew to become the fourth largest by number of clients and the fastest growing “Top 10” superannuation and retirement business. Strong organic growth of the business was also supplemented by two successful mergers with Kinetic Super (A$4 billion and 250,000 members) and Austsafe Super (A$2.7 billion and 100,000 members).

Prior to Sunsuper, Scott was the Executive General Manager of Corporate and Institutional Wealth at NAB Wealth from 2009 to 2013, including leading subsidiaries Plum Financial Services and Jana Investment Advisors.

Scott is also a Fellow of the Association of Superannuation Funds of Australia (ASFA) and a Governor of the American Chamber of Commerce in Australia.

Kylie Willment

Kylie Willment
Partner and Chief Investment Officer, Pacific, Mercer

Kylie Willment is a Partner in Mercer’s Institutional Wealth business. She is the Chief Investment Officer for the Pacific region and leads the Investment Management team—comprising asset allocation strategists, portfolio managers and analysts across Australia and New Zealand—responsible for managing approximately A$38 billion in assets within Mercer’s multi-manager funds. Kylie is a member of Mercer’s Pacific Investment Committee, Mainstream Assets Global Investment Committee, the Institutional Wealth Leadership Team and Co-Chair of the Global Investment Solutions ESG Integration Committee. She is based in Sydney.

Prior to joining Mercer in October 2017, Kylie gained 27 years of experience in financial services, including 14 years in investment management. Kylie joined Mercer from NSW Treasury Corporation (TCorp), the A$110 billion state government investment agency. At TCorp, Kylie was responsible for managing over A$30 billion within the TCorpIM Funds, for advising a number of large government clients on investment policy and strategy, and for leading the development of TCorp’s investment stewardship framework. Earlier in her career, Kylie worked for National Australia Bank in Brisbane and various investment banks in the United Kingdom.

Kylie holds a master’s degree in applied finance from Macquarie University and is a Certified Investment Management Analyst (CIMA). She is a Director of the CIMA Society of Australia and a member of the Investment and Wealth Institute’s global Certification Commission.

Con Michalakis

Con Michalakis
Chief Investment Officer, Statewide Super

Along with the Investment Committee, Con is responsible for managing Statewide Super’s over $10 billion in funds under management.

Prior to joining Statewide Super, Con was Director of Marketing and Client Services for Manhattan-based boutique investment firm Pzena Investment Management, where he was responsible for marketing the firm's products and services in Australia, New Zealand, Hong Kong and Singapore. He was previously the Director, Head of Institutional Business, for Merrill Lynch Investment Managers based in Sydney. Con has also worked in London with Alliance Capital Management and was the first Australian practice leader of investment consulting for Watson Wyatt.

Con has a Bachelor of Mathematical Science from the University of Adelaide, a Masters of Science from the University of London and a Postgraduate Diploma in Financial Strategy from Saïd Business School at the University of Oxford.

Martin Fahy

Chair: Dr Martin Fahy
Chief Executive Officer, ASFA

Dr Martin Fahy is Chief Executive Officer of the Association of Superannuation Funds of Australia (ASFA).

Martin joined ASFA in November 2016 and was previously a Partner in management consultancy at KPMG, where he worked with clients across the financial services and other sectors to drive transformational change.

Martin has worked in a consulting and advisory capacity in the US, Europe, the Middle East and Africa and Asia Pacific. He is a recognized thought leader in the field of Shared Services, Business Process Outsourcing (BPO) and Finance Transformation. He has presented at more than 500 industry and academic conferences and has published five books, three monographs and numerous articles.

From 2007 to 2011, Martin was CEO at the Financial Services Institute of Australasia (FINSIA) where he led the organisation’s transformation post the sale of its education business. Prior to FINSIA, he led strategy and development for the Chartered Institute of Management Accountants (CIMA) in Asia Pacific.

Martin holds a Ph.D from the National University of Ireland, is a former senior Fulbright scholar and has extensive research and policy experience from his time as an academic. He is an Adjunct Professor at the University of Technology Sydney, where he is also Chair of the Centre for Management and Organisational Studies (CMOS) Advisory Board.

5.00pm - 5:30pm | Networking