The latest Investment and Financial Services Association (IFSA) annual conference, Energise 09 People Power Performance, will focus on lessons learned from the recent global financial crisis, the latest trends and opportunities in international investment and business priorities to drive market growth and expansion. A packed conference program will feature speakers drawn from across the Australian financial services and funds industries, international guest panellists and leading national politicians who will debate the key issues facing the investment industry.

The conference will include an innovative series of workshops on regulation, customer focus and Asia-Pacific region market access. With regional fund distribution and the drive to accelerate operating efficiency in financial services key topics on this year’s agenda we have prepared this dedicated event preview featuring special articles on investment outsourcing support and the current debate on fund structures and distribution opportunities in Asia-Pacific.

Investment outsourcing: Time to choose

The drive towards investment outsourcing looks set to accelerate in Australia as fund managers grapple with post market crisis financial pressures, the sweeping tide of regulation and rising risk awareness. Read more

Fund focus: Taking the initiative

As the dynamic Australian mutual fund market looks to build growth, new debate is focussing on ways to energise and expand regional distribution for the collective investment fund business. Read more

The quest for business growth is encouraging fund managers to explore new markets and distribution opportunities - with Asia-Pacific an increasingly high priority target region. Routes to market present a number of logistical and practical challenges, with robust servicing and distribution support a major key to success. In this special IFSA chaired workshop session RBC Dexia Managing Director for Australia David Travers will join Tony Zhang, Trade Commissioner of Austrade in Beijing and Mark O’Sullivan, Oceania Sector Leader for Asset Management at Ernst & Young, to debate market entry issues, opportunities in Asia for Australian managers, successful client strategies under implementation and ways managers can leverage their existing capabilities. The session will offer practical advice on achieving funds success in new markets.

August 6, 2009
2:30 – 3:30 pm
View David Travers’ bio

David Travers
Managing Director, RBC Dexia Investor Services Australia

Michael Bonhote
Regional Head Sales and Relationship Management

Gordon Little
Director Operations Australia

Theresa Robinson
Head Client Service

Wesley Palmer
Director Business Development

Janelle McCoy
Director, Relationship Management

Shannon Sweeney
Director, Product & Strategy Development

Anamika Sharma
Relationship Manager

Debbie Bennett
Senior Manager Client Solutions

Robert Cook
Head of Fund Accounting

www.ifsaenergise09.com.au/templates/IFSAEnergise09_content.aspx?pageID=6685

Venue
Gold Coast Convention and Exhibition Centre
Broadbeach
Queensland
Australia
www.gccec.com.au/