Complii Conference
The Future Of Capital Markets
12th Oct 2023 | 3.30pm - 8.00pm
QT Perth
Thank you for your interest in the Complii conference
- Learn about the Complii Group’s plans, our vision for the next few years, and our ecosystem and solutions.
- Get CPD points (accredited by SIAA).
- Network with your peers whilst enjoying the great food and drinks from the QT’s Santini bar.
Agenda
| 3:00pm – 3:30pm |
Registration
| 3:30pm – 3:50pm |
How Complii is building the future of Capital Markets through tech
The session will give an overview of the year that was for the Complii group and of our vision for an end-to-end ecosystem for capital markets participants
Murray room
Craig Mason
Executive Chairman,
Complii Fintech Solutions
3:50pm – 4:10pm
Keynote - Australian Equities | The path to 2024 earnings recovery
John makes the case for an improvement in Australian corporate earnings momentum over the coming year. Profit growth was flat in FY23, whilst expectations for FY24 factor little in the way of an improvement from a resilient domestic economy, or an improvement in Asian demand. He makes the case for what companies are best positioned for an improving earnings environment.
Murray room
John Lockton
Head of Investment Strategy,
MST Financial / Sandstone Insights
John Lockton joined Sandstone Insights in 2022 and leads the team responsible for investment research and content, including our stock research and commentary on markets and equity strategy. He previously spent 12 years at Wilsons Advisory as Head of Australian Equities. His primary areas of focus were equity strategy, security analysis, and portfolio management. John has also worked in investment strategy at Morgan Stanley, Citigroup and Credit Suisse.
4:10pm – 4:50pm
Panel: The evolution of capital markets in Australia
This panel will discuss the regulatory trends and changes and how they can impact capital markets and the role of stockbrokers and financial advisers, including the economic environment, CBDCs, AI and other emerging technologies.
Murray room
Craig Mason
Executive Chairman,
Complii Fintech Solutions
Craig has over 35 years of experience in the finance industry in various capacities. He has worked closely with ASX, ASIC and APRA to help shape the industry over this time, more specifically in the areas of custody, third party trade execution and clearing associated services and most recently as Chairman of Complii.
Amanda Marks
Co-Founder and Managing Director,
MIntegrity
Amanda Mark is a senior financial markets executive with over 25 years’ experience in the private and public sector. She has extensive experience and knowledge in financial market development, market infrastructure, regulation and supervision, having held senior management roles with international and Australian firms, including ASIC, UBS and Morgan Stanley.
Patrick Salis
Chief Executive Officer,
AUSIEX
With significant global experience & success in high growth fintech businesses, encompassing strategic planning, business development, M&A, corporate finance, risk & compliance, global expansion and tech, Patrick was also part of the NRI deal team that put together the transaction to acquire AUSIEX from CBA. He has held several other executive roles, including GBST Limited and Virgin Money Australia.
Denis Orrock
Chief Strategy Officer,
Praemium
Denis has over 30 years’ experience in Financial Services across Trading, Advisory and Technology roles at Dresdner Bank, UBS, Taylor Collison, Grange Securities, GBST and currently as Chief Strategy Officer at Praemium a leading wealth platform providing technology and product solutions for some of Australia’s largest institutions, private wealth firms and advisory groups.
Fran Hughes
Head of Financial Solutions,
Nexia
Passion and purpose; two words that typify Fran’s approach. Committed to helping people realise these ambitions, Fran advocates a wealth mindset, one which she achieves through financial empowerment. She does this by breaking down and explaining complex financial products and concepts in a straightforward and plain-English manner.
4:10pm – 4:50pm
Panel: The evolution of capital markets in Australia
This panel will discuss the regulatory trends and changes and how they can impact capital markets and the role of stockbrokers and financial advisers, including the economic environment, CBDCs, AI and other emerging technologies.
Murray room
Craig Mason
Executive Chairman,
Complii Fintech Solutions
Craig has over 35 years of experience in the finance industry in various capacities. He has worked closely with ASX, ASIC and APRA to help shape the industry over this time, more specifically in the areas of custody, third party trade execution and clearing associated services and most recently as Chairman of Complii.
Amanda Marks
Co-Founder and Managing Director,
MIntegrity
Amanda Mark is a senior financial markets executive with over 25 years’ experience in the private and public sector. She has extensive experience and knowledge in financial market development, market infrastructure, regulation and supervision, having held senior management roles with international and Australian firms, including ASIC, UBS and Morgan Stanley.
Patrick Salis
Chief Executive Officer,
AUSIEX
With significant global experience & success in high growth fintech businesses, encompassing strategic planning, business development, M&A, corporate finance, risk & compliance, global expansion and tech, Patrick was also part of the NRI deal team that put together the transaction to acquire AUSIEX from CBA. He has held several other executive roles, including GBST Limited and Virgin Money Australia.
Denis Orrock
Chief Strategy Officer,
Praemium
Denis has over 30 years’ experience in Financial Services across Trading, Advisory and Technology roles at Dresdner Bank, UBS, Taylor Collison, Grange Securities, GBST and currently as Chief Strategy Officer at Praemium a leading wealth platform providing technology and product solutions for some of Australia’s largest institutions, private wealth firms and advisory groups.
Fran Hughes
Head of Financial Solutions,
Nexia
Passion and purpose; two words that typify Fran’s approach. Committed to helping people realise these ambitions, Fran advocates a wealth mindset, one which she achieves through financial empowerment. She does this by breaking down and explaining complex financial products and concepts in a straightforward and plain-English manner.
| 5:45pm – 6:25pm |
Panel: The evolution of capital markets in Australia
This panel will discuss the regulatory trends and changes and how they can impact capital markets and the role of stockbrokers and financial advisers, including the economic environment, CBDCs, AI and other emerging technologies.
Establishment Ballroom
| 6:25pm – 6:30pm |
Conclusion
Establishment Ballroom
Craig Mason
Executive Chairman,
Complii Fintech Solutions
4:50pm – 8:00pm
Cocktail - networking drinks
Santini bar
Panel Speakers
Craig Mason
Executive Chairman,
Complii Fintech Solutions
Patrick Salis
Chief Executive Officer,
AUSIEX
Tahn Sharpe
Managing Editor,
The Inside Network
Denis Orrock
Chief Strategy Officer,
Praemium
Amanda Marks
Co-Founder and Managing Director
Sydney,
Mintegrity
Craig Mason
Executive Chairman,
Complii Fintech Solutions
Craig has over 35 years of experience in the finance industry in various capacities. He has worked closely with ASX, ASIC and APRA to help shape the industry over this time, more specifically in the areas of custody, third party trade execution and clearing associated services and most recently as Chairman of Complii.
Denis Orrock
Chief Strategy Officer,
Praemium
Denis has over 30 years’ experience in Financial Services across Trading, Advisory and Technology roles at Dresdner Bank, UBS, Taylor Collison, Grange Securities, GBST and currently as Chief Strategy Officer at Praemium a leading wealth platform providing technology and product solutions for some of Australia’s largest institutions, private wealth firms and advisory groups.
Patrick Salis
CEO,
Ausiex
Patrick is a senior executive with significant global experience and achievements in high growth fintech businesses, encompassing strategic planning, business development, M&A, corporate finance, international expansion, investor relations, raising and management of equity and debt, project management, technology, operations, finance, risk, and compliance. Prior to taking on his current role, Patrick was part of the NRI deal team that put together the transaction to acquire and separate AUSIEX from CBA. Patrick has also held several other executive roles, most notably at GBST Limited, an ASX listed company, and Virgin Money Australia.
Amanda Mark
Co-Founder and Managing Director
Sydney,
MIntegrity
Amanda Mark is a senior financial markets executive with over 25 years’ experience in the private and public sector. She has extensive experience and knowledge in financial market development, market infrastructure, regulation and supervision, having held senior management roles with international and Australian firms, including ASIC, UBS and Morgan Stanley.
Tahn Sharpe
Managing Editor,
The Inside Network
Tahn is the managing editor across The Inside Networks three mastheads and the editor of The Inside Adviser. As an experienced financial services journalist, he has served as editor of Professional Planner and has written for Investment Magazine, The Inside Investor and Investor Strategy News. An ex-financial planner, Tahn is also a qualified SMSF adviser and holds an Advanced Diploma in Financial Planning.
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