Events
On Tuesday 28 May David Atkin, CEO of the Principles for Responsible Investment (PRI), will join us for a webinar focusing on the global outlook for responsible investment. He will discuss the course responsible investment has charted to date, where the industry is heading next, and how the PRI is responding. Based on his extensive experience in the Australian superannuation sector, David will also reflect on how Australia is faring compared to international peers when it comes to sustainable finance.REGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedABOUT YOUR SPEAKERDavid AtkinChief Executive Officer, Principles for Responsible Investment (PRI) David Atkin is the CEO of the Principles for Responsible Investment (PRI). The PRI is a UN-supported organisation, with more than 5,000 signatories who collectively represent over US $121 trillion in AUM. He is responsible for the PRI’s global operations. David previously served as the Deputy CEO for AMP Capital and prior to that spent almost 13 years as the CEO for Cbus Superannuation Fund, where he saw membership grow from 500,000 to over 750,000 and AUM rise to AUD $55 billion. David has received the Distinguished Alumni Award from La Trobe University for his work in the sustainable finance field, was awarded the Fund Executives Association Ltd (FEAL) Fund Executive of the Year in 2017 and was presented with an Association of Superannuation Funds of Australia (ASFA) Life Membership in 2020.EVENT DETAILSDATE: Tuesday 28 May 2024 TIME: 9:00am - 10:00am VENUE: Webinar via Cisco Webex VENUE: COST: Free and Member OnlyREGISTERNote: To register for the above briefings, please use your work email as this will allow you access to member only sessions. Any registrations with email domain that are not recognised will be rejected.For all enquiries please contact Izekiel, Event & Member Services Manager:Email: This email address is being protected from spambots. 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The Federal Budget is scheduled to be released on Tuesday 14 May. The FSC invites you to a free, member-only post-Budget briefing on Thursday 16 May with the Hon Stephen Jones MP, Minister for Financial Services and Assistant Treasurer. The Minister will join FSC members for this online event to allow the industry to hear first-hand from the Government on its financial services priorities.REGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedABOUT YOUR SPEAKERSThe Hon Stephen Jones MP Minister for Financial Services and Assistant Treasurer The Hon Stephen Jones MP was sworn in to the role of Assistant Treasurer and Minister for Financial Services on 1 June 2022. Stephen Jones is the Federal Member for Whitlam and Assistant Treasurer and Minister for Financial Services. Stephen was first elected to the Federal Parliament in 2010 representing the Southern Illawarra seat of Throsby. He was re-elected at the 2013 election and elected to the re-named seat of Whitlam in the 2016 election. Stephen holds a Bachelor of Arts degree from the University of Wollongong and a Bachelor of Laws degree from Macquarie University. Prior to entering the Federal Parliament he worked as a community worker for various front line disability services, youth and health services and as a lawyer with the Australian Council of Trade Unions (ACTU) and as the Secretary of the Community and Public Sector Union (CPSU).EVENT DETAILSDATE: Thursday 16 May 2024 TIME: 8:30am - 9:30am VENUE: Webinar via Cisco Webex VENUE: COST: Free and Member OnlyREGISTERNote: To register for this event, please use your work email as this will allow you access to member only sessions. Any registrations with email domains that are not recognised will be rejected.For all enquiries please contact Izekiel, Event & Member Services Manager:Email: This email address is being protected from spambots. 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On 12 January 2024, following public consultation, the Federal Government released draft legislation proposing a climate related financial disclosure regime. The proposed regime has implications for Australian businesses, including financial institutions, in identifying and assessing their reporting and disclosure obligations. This webinar will consider an overview and roadmap for compliance with Australia's proposed climate related financial disclosure regime, as well as an update on the Taskforce on Nature-related Financial Disclosures. The webinar will be presented by:Jillian Button, Partner and Head of Climate Change, AllensTom Hall, Senior Associate, AllensREGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedABOUT YOUR SPEAKERSJillian Button, BA LLB (Hons) LLM Partner & National Head of Climate Change, Allens, since 2018 Jillian is a partner at Allens specialising in advising on ESG issues. As well as leading the firm's climate change practice, she regularly advises on broader ESG issues. Her clients include some of the nation's major banks, asset owners, energy and resources clients, and government and private infrastructure developers. Having advised in relation to ESG-related regulatory issues for more than a decade, more recently Jillian has been working closely with inhouse sustainability teams and boards to uplift and embed ESG in their governance and disclosure arrangements, and in policies. Jillian's practice also focuses on assisting clients to manage the physical impact of climate change in developments, asset management and corporate risk management contexts. T: 03 9613 8557 M: 0413 805 109 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak9d7e28c244ba95a5918700e46084ec96').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy9d7e28c244ba95a5918700e46084ec96 = 'Jillian.Button' + '@'; addy9d7e28c244ba95a5918700e46084ec96 = addy9d7e28c244ba95a5918700e46084ec96 + 'allens' + '.' + 'com' + '.' + 'au'; var addy_text9d7e28c244ba95a5918700e46084ec96 = 'Jillian.Button' + '@' + 'allens' + '.' + 'com' + '.' + 'au';document.getElementById('cloak9d7e28c244ba95a5918700e46084ec96').innerHTML += ''+addy_text9d7e28c244ba95a5918700e46084ec96+''; Tom Hall, LLB (Hons), BBus Senior Associate, Allens, since 2019 Tom is a Senior Associate in Allens’ Mergers and Acquisitions practice, with a focus on advising on corporate governance issues, including the management of emerging risks and the integration of global trends into the Australian legal landscape. T: 02 9230 4313 M: 0424 262 064 E: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloakbc1b31f0f02b35dd350c37c25479dfe0').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addybc1b31f0f02b35dd350c37c25479dfe0 = 'Tom.Hall' + '@'; addybc1b31f0f02b35dd350c37c25479dfe0 = addybc1b31f0f02b35dd350c37c25479dfe0 + 'allens' + '.' + 'com' + '.' + 'au'; var addy_textbc1b31f0f02b35dd350c37c25479dfe0 = 'Tom.Hall' + '@' + 'allens' + '.' + 'com' + '.' + 'au';document.getElementById('cloakbc1b31f0f02b35dd350c37c25479dfe0').innerHTML += ''+addy_textbc1b31f0f02b35dd350c37c25479dfe0+''; EVENT DETAILSDATE: Thursday 2 May 2024 TIME: 9:00am - 10:00am VENUE: Webinar via Cisco Webex VENUE: COST: Free and Member OnlyREGISTERNote: To register for this event, please use your work email as this will allow you access to member only sessions. Any registrations with email domains that are not recognised will be rejected.For all enquiries please contact Izekiel, Event & Member Services Manager:Email: This email address is being protected from spambots. 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Save the date for an FSC policy briefing on Thursday 15 February 2024, followed by networking drinks to kick off the year. The briefing will provide insights into the expected regulatory and political landscape in 2024 and cover all the major policy issues underway, including: Retirement incomesQuality of Advice Review implementationThe Treasurer’s Sustainable Finance StrategyCPS 230 and other APRA and ASIC prioritiesThe FSC policy team will be in attendance and provide members with an opportunity to network with your peers and connect with your industry association at the start of the year. Thank you to the team at Hall & Wilcox who have kindly agreed to partner with the FSC to host the event.This is a free member-only event open to Sydney members however video conferencing details will be made available to interstate members unable to attend in-person.In-person places are limited so register now to avoid disappointment! *Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedREGISTERYOUR SPEAKERSSpiro PremetisExecutive Director,Policy & AdvocacyZach CastlesPolicy Director,Advice & PlatformsChaneg TorresPolicy Director, Investments & Funds ManagementKirsten SamuelsPolicy Director, Superannuation & InnovationAshley DaviesPolicy Manager, LegalIvailo ArsovPolicy Director, Data &Industry ResearchAidan JohnsonPolicy Manager, SuperannuationJames YoungPolicy Manager FundsManagement & TaxationEVENT DETAILSDATEThursday 15 February 2024TIMEArrival - 3.45am4.00pm - 6.00pmVENUEIn personHall & Wilcox, Sydney347 Kent Street, SydneyOnlineDetails to be sent at a later dateCOSTFree and Member OnlyREGISTERFor all enquiries please contact Izekiel, Event & Member Services Manager:Email: This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak13db561fd29ae3113c617494bf8c8d39').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy13db561fd29ae3113c617494bf8c8d39 = 'ipicatoste' + '@'; addy13db561fd29ae3113c617494bf8c8d39 = addy13db561fd29ae3113c617494bf8c8d39 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text13db561fd29ae3113c617494bf8c8d39 = 'ipicatoste' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak13db561fd29ae3113c617494bf8c8d39').innerHTML += ''+addy_text13db561fd29ae3113c617494bf8c8d39+''; FSC Office: 0423 576 999 *Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reached ._ERbj1g7D { position: relative; } ._VWvqNvR9 { vertical-align: middle; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; color: black; 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Leaders need clarity on what works to improve diversity, equity, and inclusion. The Global Parity Alliance's Diversity, Equity and Inclusion Lighthouses 2023 Report reveals success factors that have emerged, as well as what effective DEI impact can look like through compelling case studies. The Global Parity Alliance, a group developed in collaboration with McKinsey & Company, has identified five success factors common across the DEI initiatives that yielded the most significant, scalable, quantifiable, and sustained impact for underrepresented groups. To understand what these factors are, and actions that contribute to DEI progress, the FSC invites members to join us for a webinar discussion with the authors of the report - moderated by FSC Board Director, Jen Driscoll:Kweilin Ellingrud, Global Institute Director and Senior Partner, McKinsey & Company (joining from Minneapolis) Ishaa Sandhu, Engagement Manager, McKinsey & Company (joining from London) Jen Driscoll, FSC Board Director and CEO of AllianceBernstein (AB) AustraliaThis is a great opportunity to hear the key insights and the DEI initiatives that can be actioned within your organisation.REGISTER*Please note the FSC reserves the right to cancel or postpone this event if minimum registrants are not reachedABOUT YOUR SPEAKERSKweilin EllingrudGlobal Institute Director and Senior Partner, McKinsey & CompanyKweilin has led numerous research efforts including on the impact of automation and the Future of Work post COVID-19, gender and racial equality (Power of Parity), and the impact of COVID-19 on jobs. Kweilin also helps lead McKinsey’s global social responsibility investments in North America. In her client work, Kweilin leads global transformations across financial services clients. Kweilin has an MBA from Harvard Business School and a B.A. in Economics and Political Science, magna cum laude, from Harvard University. She worked at the Center for Women & Enterprise, a nonprofit to help women entrepreneurs start and grow businesses. She is a Board member of @Makers and the Greater Twin Cities United Way. Kweilin lives in Minneapolis with her husband and three daughters: a 9 year old and 7 year old twins.Ishaa SandhuEngagement Manager, McKinsey & CompanyIshaa is leading research on sustainable and inclusive growth (focused on accelerating economic inclusion), and led McKinsey’s Diversity, Equity and Inclusion Lighthouses collaboration with the World Economic Forum. Ishaa has also worked across various strategic growth and implementation projects with Education, Telecom, Consumer Goods, and Financial Services clients. Ishaa has a Juris Doctor (Law) from the University of Sydney - for which she received the Westpac Foundation Future Leaders Scholarship - and a Bachelor of Economics & Finance from the University of Western Australia. She founded a digital and financial literacy initiative for women in domestic and beauty services (Beauty & Banking). She has lived between Australia, India and the UK – and is currently based in London.Jen DriscollCEO, AllianceBernstein (AB) Australia Jen Driscoll was appointed CEO of AllianceBernstein Australia Ltd in December 2013 and is responsible for the execution of strategic priorities for the local business and compliance with governance and corporate policies. Jen joined AB in New York in 1997, servicing large institutional clients in the Northeast region of the US. In January 2000, she relocated to London for three years to open the firm’s London office, where she was responsible for developing and managing the Client and Consultant Relations team. Jen then joined the Sydney office in July 2004 as manager of Client Relations.Jen is a Director and Deputy Chair of the Financial Services Council (FSC) Board and is the Chair of the FSC’s Standards, Oversight & Disciplinary Board Committee. She holds a BA, with honors, in economics and political science from Fordham University.EVENT DETAILSDATE: Thursday 28 September TIME: 8:30am - 9:30am VENUE: Webinar via CiscoVENUE: Webex VENUE: COST: Free and Member OnlyREGISTERFor all enquiries please contact Izekiel, Event & Member Services Manager:Email: This email address is being protected from spambots. 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With the recent release of the FSC's Target Market Determination (TMD) Template (Version 2), we invite you to join us for a free in-person workshop open exclusively to members and licensees. This workshop will go through the FSC’s template TMD in detail and discuss how some FSC members approach completing TMDs based on the template, the suggested approach for various products, ASIC’s particular expectations for TMDs and how and why the template has changed since the previous version. Throughout this session industry leaders will look to answer the following questions: What are the key issues product issuers should look at when they develop and use a Target Market Determination (TMD)? How should product issuers use the FSC’s template TMD for funds management and other investment products? What are the insights from the interactions the FSC has with ASIC about DDO? Register now to secure your spot! Note: This workshop is not providing legal advice on the DDO regime, product issuers need to obtain their own legal advice on how to comply with the DDO.REGISTERABOUT YOUR SPEAKERKatie Thornton Head of Product Delivery & Management, Australia, Fidelity AustraliaKatie Thornton heads up the Product function at Fidelity Australia. In this role, she is responsible for Fidelity’s product strategy, product development pipeline and management of Fidelity’s existing product suite, across both the ETF and unlisted channels. Katie joined Fidelity in January 2019. Prior to joining the firm, she worked for NAB Asset Management as Senior Consultant, Market Strategy & Commercialisation, BT and AMP Capital as Product Manager, and Skandia in Marketing. Katie studied at the University of Sydney and holds a Bachelor of Science and Bachelor of Commerce.Vinod Kumar Director, Legal, BlackRock Australia Vinod is a Senior Legal Counsel at BlackRock Australia and chaired the FSC Funds Management Working Group that produced the first and second industry TMD templates. At BlackRock, Vinod is responsible for monitoring and implementing regulatory reform that impacts BlackRock’s fund range, which includes over 80 ETFs and unlisted retail products across asset classes. In recent years, Vinod has led engagement on DDO, ETF naming conventions, sustainable finance practices, fees and costs disclosure, Your Future, Your Super, and derivatives reform. As chair of the FSC Funds Management Working Group, Vinod has led the collaboration of FSC members from the release of the DDO legislation, through to implementation, and up to the launch of the revised TMD template. In this role, Vinod has engaged with industry, government and regulators to advocate for practical and effective regulatory settings and to streamline market practice. Prior to joining BlackRock in 2018, Vinod was a senior associate at global law firm Norton Rose Fulbright.Annie RozenauersExecutive Director, Product | Global Asset Management Distribution, Perpetual Annie has over twenty five years of experience in the financial services industry. Annie joined Perpetual Limited in October 2014 and is the Executive Director Product within the Global Asset Management Distribution division. She is responsible for overseeing Perpetual’s global product governance framework for the Perpetual Group and accountable for Perpetual’s domestic Asset Management product suite including product strategy, new product development and product lifecycle management. These products span investment products (listed and unlisted), superannuation and platforms. Annie is also a director of the Trust Company (Sydney Airport) Limited and Perpetual Investment Management Limited Prior to Perpetual, Annie has gained offshore experience in the US and Asia and held roles with a number of financial services organisations including BT Financial Group, Aberdeen, Canadian Imperial Bank of Commerce and Macquarie Bank. Annie has a Bachelor of Commerce from the University of New South Wales and a Masters in Business Administration from London Business School.Michael Potter Policy Director – Economics & Tax, Financial Services CouncilMichael Potter is the Policy Director, Economics and Tax at the Financial Services Council. Michael jointly leads the FSC’s work on the Design and Distribution Obligations, and leads the FSC’s work on tax and economics. Michael previously worked at the Centre for Independent Studies, the Parliamentary Budget Office, the Federal Department of Treasury, the Department of Prime Minister and Cabinet, the National Farmers Federation and the Australian Chamber of Commerce and Industry. He has over 20 years’ experience in public policy, particularly economics and tax issues. Michael has a Master of Applied Economics from the Australian National University, and Bachelor of Economics with honours from the University of Sydney. He is a graduate of the Australian Institute of Company Directors.EVENT DETAILSDate: Wednesday 12 July 2023Time: 12:30pm - 2:00pm Venue: King & Wood MallesonsVenue: Level 61, Governor Phillip Venue: Tower, 1 Farrer Place, Venue: Sydney NSW 2000 Venue: *online streaming available forVenue: interstate membersCost: Free and Member/Licensee OnlyREGISTRATIONREGISTERClick the REGISTER button and follow the prompts. For all enquiries please contact Izekiel, Event & Member Services Manager:E: This email address is being protected from spambots. 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text-align: center; } ._7XqAY8_A.dropcap--none > span:first-child { text-align: inherit; line-height: 1 !important; width: auto !important; height: auto !important; background: none !important; border-radius: 0; } ._7XqAY8_A.dropcap--circle > span:first-child { border-radius: 100%; } ._7XqAY8_A:not([class*="dropcap--"]) > span { margin-right: 0 !important; } ._7XqAY8_A ol, ._7XqAY8_A ul { list-style-position: inside; } ._7XqAY8_A blockquote { font-size: inherit; } ._GwlbZrJE { font-size: 1em; vertical-align: middle; text-align: center; width: auto; height: auto; } ._GwlbZrJE--diamond, ._GwlbZrJE--circle, ._GwlbZrJE--square { width: 50px; height: 50px; line-height: 50px; border: 1px solid; } ._GwlbZrJE--circle { border-radius: 100%; } ._GwlbZrJE--diamond { transform: rotate(45deg); -webkit-transform: rotate(45deg); } ._GwlbZrJE--diamond:before { display: block; transform: rotate(-45deg); -webkit-transform: rotate(-45deg); } ._43klRgVK { color: inherit; display: inline-block; line-height: 1; padding: 0.7em 1.2em; box-sizing: border-box; cursor: pointer; text-align: center; border: 1px solid #ebebeb; background-color: #ebebeb; text-decoration: none; position: relative; max-width: 100%; } ._43klRgVK:hover, ._43klRgVK:active, ._43klRgVK:focus { color: inherit; text-decoration: none; } ._43klRgVK > * { color: inherit; text-decoration: inherit; vertical-align: middle !important; } ._43klRgVK__icon--none i, ._43klRgVK__icon--left i { margin-right: 0.3em; } ._43klRgVK__icon--right i { margin-left: 0.3em; } ._43klRgVK__icon--top i { margin-bottom: 0.5em; display: block; text-align: inherit; } ._43klRgVK__icon--top > span, ._43klRgVK__icon--top > span[data-empty][contenteditable] { display: block; } ._43klRgVK > span { color: inherit !important; text-decoration: inherit !important; line-height: inherit !important; display: inline-block; max-width: 100%; } ._43klRgVK[data-active=true] { background: black; color: white; } ._43klRgVK__btn--plain { border: none; background: none; } ._43klRgVK__btn--outline { background: none; 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} ._epNwrNGv[data-action], ._epNwrNGv[data-event] { cursor: pointer; } ._O689JW7n { position: relative; } ._pDNE0kYl { position: relative; } ._pDNE0kYl { margin: 0 -15px; } ._DblQBlAM { position: relative; } ._DblQBlAM { clear: both; } ._DblQBlAM[data-parallax="true"] { position: relative; background: none !important; } ._DblQBlAM__parallax { position: absolute; top: 0; left: 0; width: 100%; height: 100%; overflow: hidden; pointer-events: none; background-size: cover !important; background-repeat: no-repeat; } ._DblQBlAM { box-sizing: border-box; padding: 15px 0; position: relative; } ._DblQBlAM[data-container] ._DblQBlAM__container { padding-left: 15px; padding-right: 15px; width: auto; margin: auto; box-sizing: border-box; } ._DblQBlAM .pf-parallax__img { position: absolute; object-fit: cover; top: 0; left: 0; width: 100%; height: 100%; z-index: -1; } @media all { .__pf_dvz1w ._oy2vhrk8[data-id="_oy2vhrk8"] { padding-top: 5px; } .__pf_dvz1w ._pw99TVDw[data-id="_pw99TVDw"] { font-size: 18px; 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padding-bottom: 20px; } .__pf_dvz1w ._ZvXohPMz[data-id="_ZvXohPMz"] { margin-top: 10px; margin-bottom: 0px; font-size: 22px; color: rgb(132, 189, 0); text-align: left; } .__pf_dvz1w ._a73BTNq7[data-id="_a73BTNq7"] { font-size: 18px; font-weight: 700; color: white; background-color: rgb(132, 189, 0); margin-top: 10px; margin-bottom: 5px; } .__pf_dvz1w ._kODRTl2N[data-id="_kODRTl2N"] { text-align: center; } .__pf_dvz1w ._wYDlhEEY[data-id="_wYDlhEEY"] { margin: 0px; } .__pf_dvz1w ._qJAvhxDW[data-id="_qJAvhxDW"] { text-align: left; padding-top: 10px; padding-bottom: 10px; } .__pf_dvz1w ._z1Jrfl51[data-id="_z1Jrfl51"] { color: rgb(145, 157, 169); padding-top: 20px; padding-bottom: 20px; } .__pf_dvz1w ._l16nhx7B[data-id="_l16nhx7B"] { margin-top: 10px; margin-bottom: 0px; font-size: 22px; color: rgb(132, 189, 0); text-align: left; padding-bottom: 10px; } .__pf_dvz1w ._kpZbTQ8N[data-id="_kpZbTQ8N"] { background-color: rgb(232, 235, 240); padding: 10px 30px 20px; text-align: center; } } @media only screen and (max-width: 767px) { } @media only screen and (min-width: 768px) and (max-width: 991px) { } @media only screen and (min-width: 992px) and (max-width: 1199px) { } @media only screen and (min-width: 1200px) { } window.__pagefly_options__=window.__pagefly_options__||[],window.__pagefly_options__.push({"isBackend":false,"isPreview":false,"key":"helper","css":[{"key":"fontawesome","url":"https://maxcdn.bootstrapcdn.com/font-awesome/4.7.0/css/font-awesome.min.css","elements":["Icon","Tabs","Slider","Accordion","MailChimp","Form","Heading","Button"]}],"js":[],"page_id":"1055"});