Topic

Presenter

8.45

Opening address

Toby Potter – Chair IMAP

9.00

Adviser technology – Where next?

Matt Heine - netwealth

9.45

Alternative Universes - How major providers respond to Advisers' evolving business models 

John Kim - Macquarie Wrap
Arnie Selvarajah - Bell Direct 

10.25

Morning Tea

11.05

Adoption of Technology in Service Businesses

Dee McGrath - Managing Partner IBM Global Services

11.50

The Future of Platforms

Jason Entwistle- HUB24

12.40

Lunch

1.40

Coming Soon to a Client Near YOU - What fintech functionality and connectivity mean for advisers  

Sid Sahgal - Macrovue
Doug Morris - Sharesight 
Kevin Bungard - Class

2.25

Discretionary Portfolio Management - What North America can teach us about advisers' journey to becoming wealth managers

Kevin MacBean - SS&C
David Heather - managedaccounts.com.au

2.55

Technology in the client communication process

Martin Morris -Praemium

3.25

Afternoon Tea

3.40

Using technology to transform a wealth management business – the UK experience

Jennifer McDermott - Iress

4.10

Fintech investing

Andrew Bird – serial fintech investor and former CEO Morningstar Australia

4.40

Closing remarks