After over 12 months of major Australian investment industry reviews and recommendations, 2011 promises a period of reform - with both asset managers and the wider funds industry preparing for and adapting to significant regulatory changes. These themes are recognised in the title of this year's FSC annual conference, Navigating Change, and RBC Dexia Investor Services is delighted to co-sponsor this event, which will be held at the Gold Coast Convention and Exhibition Centre from August 3-5. The conference will feature many of the leading figures in Australian investment management and will provide delegates with the opportunity to consider the challenges of the recent past, lessons that can be learned and the direction the investment industry will take in the future. The conference will also examine the role Australian business and leadership will play in the future of the global economy. Scheduled speakers include former Prime Minister, The Hon John Winston Howard, Justin Fox, Editorial Director of the Harvard Business Review and The Hon Bill Shorten MP, Assistant Treasurer and Minister for Financial Services and Superannuation.

RBC Dexia - On the agenda

Major issues session — A new collective investment regime for Australia: Issues and opportunities

Chair:
David Travers, Managing Director, RBC Dexia Investor Services Trust Australia

Featuring:
Chris Jordan, NSW Chairman, KPMG and Chair of the Board of Tax
Philip Barlin, Executive Manager, Group Taxation, Colonial First State Investments

Against a backdrop of government review and reform, session dialogue for this panel will explore the issues and opportunities facing Australia in creating an efficient and internationally competitive collective investment vehicle (CIV) framework. The session will include analysis of the design of the investment manager regime, the introduction of Managed Investment Trusts (MITs) and the potential taxation treatment of foreign equity funds.

August 4, 2011
11:15 am – 12:15 pm

David Travers’ biography
As Managing Director of RBC Dexia Investor Services Australia, David is responsible for providing strategic oversight to RBC Dexia’s activities in the Australian market, including business development, client relationships and service delivery. David has over 20 years of experience in investor services in the Asia Pacific region. Prior to RBC Dexia, David held the role of Senior Vice President, Head of Investment Services, for Australia and New Zealand at State Street. He has also held executive positions with JPMorgan and Morgan Stanley.

Meet our people

The following RBC Dexia delegates will be attending this event and look forward to meeting you:

David Travers – Managing Director, Australia
Lynn Baker – Director Relationship Management
Adam Donohue – Director Relationship Management
Wesley Palmer – Director Business Development
Anamika Sharma – Director Relationship Management
Keith Watson – Director Business Development
Shannon Sweeney – Director, Product & Strategy Development
Debbie-Anne Bennett – Senior Manager, Client Solutions

Thinking ahead

Our innovative range of RBC Dexia industry guides provides insight and analysis of the very latest trends, challenges and opportunities designed to help you refine your business strategies and realise your ambitions.

To download our latest market guides and insights, follow the links below:

Tracking the trends What’s driving our investment future?

The April 2011 edition of Perspectives provides compelling views on the top trends influencing institutional investors. Our worldwide coverage includes commentary on alternatives and ETFs as well as sovereign wealth funds and demographic influences—which have both social and economic implications. And our feature Q&A with Maha Al-Ghunaim explores opportunities in Middle Eastern markets. Read more.

Alternative options: hedge fund redomiciliation trends in evolving markets
	This global survey, prepared jointly by RBC Dexia Investor Services and the global consultancy KPMG, explores some of the key trends surrounding hedge fund redomiciliation, including preferred structures, techniques and strategies and approaches such as co-domiciliation. Find out more.

A new path for alternative investments
	Our guide compares the key provisions of the AIFMD with UCITS IV and includes special analysis of the private equity, hedge fund and real estate sectors. We also look at the future for offshore centres. Find out more.

Access our full range of RBC Dexia publications at ic.rbcdexia.com.

Useful information

Main conference:		FSC Annual Conference 2011: Navigating change August 3-5, 2011 Wednesday: 12:30 pm – 7:00 pm (Registration: 8:30 am) Thursday & Friday: 9:00 am – 7:00 pm
Venue:		Gold Coast Convention and Exhibition Centre (GCCEC) Corner T.E. Peters Drive and Gold Coast Highway Broadbeach QLD 4218 Tel: 07 5504 4000
We look forward to seeing you at the Gold Coast Convention and Exhibition Centre.
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