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The I&T 13th Annual Investment Administration Conference| February 23, 2010| Sydney

The popular Investment and Technology annual investment administration conference, this year headed Thriving in the New World Order, will focus on a key range of topical issues facing the funds industry. Structural market reform, operational efficiency, securities lending and the investor servicing requirements of alternative funds will be among the leading topics debated at the event. Plenary conference sessions will be followed by specialist stream sessions on administration and technology and platforms and distribution and will assess the administrative and technological challenges facing investment clients and their service providers in the current market. Conference sessions will also consider the latest trends and opportunities facing the regional investment market and the impact of growing fee pressures and globalisation.

RBC Dexia Fund focus: Taking the initiative
As the dynamic Australian mutual fund market looks to build growth, new debate is focusing on ways to energise and expand regional distribution for the collective investment fund business. Read our special market analysis feature.

RBC Dexia in the agenda

Administration & Technology Stream: Has Australian Unit Registry Fallen Behind Global Best Practice?
David Travers - Managing Director, RBC Dexia Investor Services Australia

Although Australia boasts one of the largest fund bases in the Asia-Pacific region, the high level of manual processing within the local investment industry continues to present significant challenges to the market. In this special panel session, moderated by Investment & Technology Editor Michael Bailey, RBC Dexia’s David Travers will join panellists to outline the current market environment and describe efforts to increase industry automation through the use of messaging facilities such as SWIFT. David will also describe the implementation of RBC Dexia’s own SARA unit registry system, the efficiency benefits this has brought to the business and ongoing efforts to boost automation. Panellists will also explore wider ways to improve unit registry for managed fund investors in Australia and beyond.

February 23, 2010
11:20 – 11:50 am
PDF View David Travers' bio

Meet our people

Meet our RBC Dexia representatives during the conference

David Travers
Managing Director, RBC Dexia Investor Services Australia

Michael Bonhote
Regional Head Sales and Relationship Management

Janelle McCoy
Director, Relationship Management

Wesley Palmer
Director Business Development

Anamika Sharma
Relationship Manager

Lynn Baker
Director Relationship Management

Keith Watson
Senior Manager Risk & Analytics Australia

Useful information

Event details: The I&T 13th Annual Investment Administration Conference
February 23, 2010
Website:
www.investmenttechnology.com.au/events/thriving-in-the-new-world-order/details/22.html

Venue: Sofitel Sydney Wentworth
61-101 Phillip Street
2000 Sydney, Australia
Tel: (+61)2/92300700 - (+61)2/92289133
Email: H3665@sofitel.com
Website: http://www.sofitelsydney.com.au/

Trends in Fund Distribution…

As asset managers look beyond the recent financial crisis and seek to capitalise on new distribution opportunities, RBC Dexia has launched a major new poll survey report assessing the evolution of the distribution business and current market needs. Our latest poll report “Trends in Fund Distribution” surveys a range of fund promoters and distributors and assesses the resilience of the cross-border fund market and ways promoters and distributors are adapting to change following the global financial crisis. This report will be ready after this trailer is complete at the I&T conference. To pick up a copy at the conference please visit our stand at Booth number 15.

Perspectives: Going up? Opportunities amid uncertainty

As cautious industry optimism returns, the latest edition of RBC Dexia's popular proprietary newsletter Perspectives draws on expert views to assess key trends and likely business opportunities amid unpredictable markets. Read more.

A practical guide to outsourcing partnerships

RBC Dexia is pleased to present "A practical guide to outsourcing partnerships", developed by Nick Alford, a partner with Kingston Smith Consulting LLP. This guide provides an end-to-end view of the steps that should be considered when entering an outsourcing partnership and reflects the experiences and recommendations of a number of organisations that have successfully navigated outsourcing transitions. Read more.