• Banking & Wealth Summit

    Australia’s premier forum for banking and wealth leaders, regulators, policymakers and stakeholder groups to debate the future of financial services.

    2020 TBC
    TBC

    REGISTER YOUR INTEREST

Overview

‘The Hayne fallout’

The AFR Banking & Wealth Summit is Australia’s premier forum for policy announcements from the Treasurer and industry regulators. The 2019 summit will also be an excellent opportunity to hear from key industry leaders following the completion of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.

Restoring consumer confidence is vital for the industry and the way the government responds to the recommendations will determine how the financial industry and system adjusts in the days ahead. With a superb speaker line-up and discussion panels, the 2019 program will provide an opportunity to discuss one of most important inquiries since the establishment of our twin peaks regulatory model.

In addition to the Royal Commission, the two-day agenda will also look at how the industry is adjusting to greater transparency with innovation and technology creating unprecedented disruption.

Facilitated by the Australian Financial Review’s Editor in Chief, Michael Stutchbury, Senior Financial Services Reporter, James Eyers, and the Financial Review’s financial reporters, this is the only event where you will hear from all the important industry stakeholders that assist you in making important decisions in your organisation, that will ensure trust is rebuilt and consumer confidence is regained in the days ahead.

Exhibitors

Speakers

The Hon Chris Bowen MP
Shadow Treasurer

Senator Jane Hume
Deputy Government Whip in the Senate, Chair of Economics Legislation Committee, Deputy Chair of Economics References Committee

Wayne Byres
Chair, APRA

James Shipton
Chair, ASIC

Garry Weaven
Director, Industry Super Australia

Professor Graeme Samuel AC
Chair, Capability Review of APRA

Hon Mike Baird
Chief Customer Officer, Consumer Banking, NAB

David Lindberg
Chief Executive, Commercial & Business Bank, Westpac

Helen Rowell
Deputy Chair, APRA

Colin Neave AM
Customer Fairness Advisor, ANZ

David Murray AO
Chair, AMP & 2014 Financial System Inquiry

The Hon Anna Bligh AC
CEO, Australian Banking Association

Michael Saadat
Executive Director, Financial Services, ASIC

Karen Chester
Deputy Chair, ASIC

Kate Carnell AO
Australian Small Business & Family Enterprise Ombudsman

The Hon Helen Coonan
Chair, Australian Financial Complaints Authority (AFCA)

Daniel Crennan QC
Deputy Chair, ASIC

Richard Deutsch
CEO, Deloitte

Karen Den-Toll
Partner, Governance, Regulation & Conduct, Deloitte

Richard Harris
Partner, Gilbert + Tobin

Steve Weston
CEO, Volt Bank

Kate Howitt
Portfolio Manager, Fidelity International

The Hon Peter Collins AM QC
Deputy Chair, Industry Super Australia

Scott Gregson
Executive General Manager, ACCC

Professor Elizabeth Sheedy
MAFC, Macquarie University

Andrew Fraser
Chair, Sunsuper

Emma Gray
Chief Data Officer, ANZ

Beau Bertoli
Joint CEO, Prospa

Julia Angrisano
National Secretary, Financial Sector Union of Australia

Lee Hatton
CEO, ubank

Susan Mitchell
CEO, Mortgage Choice

Lisa Claes
CEO, CoreLogic International

Cris Parker
Head, The Ethics Alliance & Director, The Banking & Finance Oath

Paul Schroder
Group Executive, Product Brand & Reputation, AustralianSuper

Rocky Scopelliti
Futurologist & Author

Nicholas Vamvakas
CEO, EQUIP Super

Erik Saito
General Manager, Asia Pacific, Workiva

Fahmi Hosain
Managing Director and Co-Founder, Rhizome

George Frazis
Chief Executive, Consumer Bank, Westpac

Brian Johnson
Equity Analyst, CSLA

Damir Cuca
CEO & Founder, Basiq

Dr Deen Sanders OAM
Partner, Deloitte

Mark Haron
Director & Principal, Connective Group

David Hyman
Co-Founder & Managing Director, Lendi

Gerard Brody
CEO, Consumer Action Law Centre

Kevin Nixon
Global Senior Advisor, Deloitte Risk Advisory

Deborah Young
CEO RegTech Association

Drew McRae
Policy & Advocacy Officer Financial Rights Centre

Alex Wade
CEO, Australian Wealth Management, AMP

Brett Clark
Group CEO & Managing Director, TAL Life Insurance

Jane Couchman
Executive General Manager, Compliance, CBA

Dimitri Londos
Senior Partner and Global Leader Financial Services Consulting, Enterprise Risk and Compliance, Genpact USA

Joseph Healy
Co-CEO, Judo Capital

Damien Mu
CEO, AIA Australia

Geoff Lloyd
CEO, MLC Wealth

Simon Pelletier
Partner, Banking & Capital Markets, Deloitte

Dr John Rees
Director, Institute for Ethics & Society, The University of Notre Dame Australia

Tommy Mermelshtayn
Chief Strategy Officer, Zip

Michael Stutchbury
Editor in Chief, The Australian Financial Review

Paul Bailey
Editor, Australian Financial Review

James Frost
Royal Commission Correspondent, Financial Review

James Eyers
Senior Reporter Financial Services , The Australian Financial Review

Jennifer Hewett
National Affairs Columnist, The Australian Financial Review

Jessica Gardner
Editor, Companies & Markets, The Australian Financial Review

Jonathan Shapiro
Financial Journalist, The Australian Financial Review

Vesna Poljak
Financial Markets Editor, The Australian Financial Review

Joanna Mather
Superannuation Reporter, The Australian Financial Review

Sally Patten
Editor, AFR BOSS Magazine

Event Images 2019

Below is a snippet of images from day one of the AFR Banking & Wealth Summit 2019.

To view all images from the two day summit, visit the Flickr album.

Agenda

8:30

OPENING | Opening remarks from the Editor-in-Chief

Michael Stutchbury, Editor-in-Chief, The Australian Financial Review
Richard Deutsch, CEO, Deloitte Australia

8:40

ROYAL COMMISSION DEBRIEF |

Richard Harris, Partner, Gilbert + Tobin
Brian Johnson, Equity Analyst, CSLA
Kate Howitt, Portfolio Manager, Fidelity International
Moderated by James Frost, Royal Commission Correspondent, The Australian Financial Review

9:20

VIEW FROM THE CHAIR |

David Murray AO, Chairman, AMP & 2014 Financial System Inquiry

9:45

KEYNOTE | The new ‘business as usual’

David Lindberg, Chief Executive, Commercial & Business Bank, Westpac

10:10

SHADOW TREASURER’S ADDRESS |

The Hon Chris Bowen MP, Shadow Treasurer

10:40

Morning tea

11:10

INSIGHTS | Loyalty and reward

George Frazis, Chief Executive, Consumer Bank, Westpac

11:25

ROUNDTABLE | Remuneration and accountability after Hayne

Professor Elizabeth Sheedy, MAFC, Macquarie University
Julia Angrisano, National Secretary, Financial Sector Union of Australia
Fahmi Hosain, Managing Director and Co-Founder, Rhizome
Karen Den-Toll, Partner – Governance, Regulation & Conduct, Deloitte
Moderated by James Eyers, Financial Services Editor, The Australian Financial Review

12:05

KEYNOTE | Beyond political warfare: superannuation and the national interest

Garry Weaven, Director, Industry Super Australia

12:30

Lunch

13:15

ROUNDTABLE | The impact of a strengthened industry super sector

Senator Jane Hume, Deputy Government Whip in the Senate, Chair of Economics Legislation Committee, Deputy Chair of Economics References Committee
Karen Chester, Deputy Chair, ASIC
The Hon Peter Collins AM QC, Deputy Chair, Industry Super Australia
Nicholas Vamvakas, CEO, Equipsuper
Paul Schroder, Group Executive, Product Brand & Reputation, AustralianSuper
Moderated by Sally Patten, Editor BOSS Magazine, The Australian Financial Review

14:00

VIEW FROM THE CHAIR | Wealth

Andrew Fraser, Chair, Sunsuper

14:20

ROUNDTABLE | The challenge of re-establishing Trust

The Hon Mike Baird, Chief Customer Officer, Consumer Bank, NAB
Colin Neave AM, Customer Fairness Advisor, ANZ
Dr Deen Sanders OAM, Partner, Deloitte
Cris Parker, Director, The Banking & Finance Oath & Head, The Ethics Alliance
Moderated by Jennifer Hewett, National Affairs Columnist, The Australian Financial Review

15:00

INSIGHTS | The social license and its potential

Dr John Rees, Director, Institute for Ethics & Society, The University of Notre Dame Australia

15:20

Afternoon tea

15:45

IN CONVERSATION | Where to for retail wealth?

Alex Wade, CEO, Australian Wealth Management, AMP
Geoff Lloyd, CEO, MLC Wealth
Interviewed by Joanna Mather, Superannuation Reporter, The Australian Financial Review

16:10

ROUNDTABLE | Mortgage Brokers: the eye of the storm

Susan Mitchell, CEO, Mortgage Choice
Mark Haron, Director & Principal, Connective Group
Lisa Claes, CEO, CoreLogic International
David Hyman, Co-Founder & Managing Director, Lendi
Moderated by James Eyers, Financial Services Editor, The Australian Financial Review

16:50

IN CONVERSATION | Watching the watchdogs

Professor Graeme Samuel AC, Chair, Capability Review of APRA

Interviewed by Jennifer Hewett, National Affairs Columnist, The Australian Financial Review

17:15

Closing Remarks

17:30

Networking drinks

8:30

OPENING | Opening remarks from the Editor

Paul Bailey Editor, Australian Financial Review
Simon Pelletier, Partner Banking & Capital Markets, Deloitte

8:40

PRUDENTIAL REGULATOR’S ADDRESS | Australian Prudential Regulation Authority

Wayne Byres, Chair, APRA

9:05

CORPORATE REGULATOR’S ADDRESS | ASIC

James Shipton, Chair, ASIC

9:30

ROUNDTABLE | A new era of regulation and enforcement

Daniel Crennan QC, Deputy Chair, ASIC
Helen Rowell, Deputy Chair, APRA
Gerard Brody, CEO, Consumer Action Law Centre
Kevin Nixon, Global Senior Advisor, Deloitte Risk Advisory
Moderated by James Eyers, Financial Services Editor, The Australian Financial Review

10:10

KEYNOTE | Australian Banking Association

Hon Anna Bligh AC, CEO, Australian Banking Association

10:30

Morning tea

10:50

Emerging developments and the future of compliance

Dimitri Londos, Senior Partner and Global Leader Financial Services Consulting, Enterprise Risk and Compliance, Genpact USA

11:10

ROUNDTABLE | The future of compliance

Michael Saadat, Executive Director, Financial Services, ASIC
Jane Couchman, Executive General Manager, Compliance, CBA
Deborah Young, CEO, The RegTech Association
Erik Saito, General Manager of Asia Pacific, Workiva
Moderated by James Frost, Royal Commission Correspondent, The Australian Financial Review

11:50

INSIGHTS | Australian Competition & Consumer Commission

Scott Gregson, Executive General Manager, ACCC

12:05

ROUNDTABLE | Open banking and the empowered consumer

Scott Gregson, , Executive General Manager, Mergers and Authorisation Division, ACCC
Emma Gray, Chief Data Officer, ANZ
Drew McRae, Policy & Advocacy Officer Financial Rights Legal Centre
Damir Cuca, CEO & Founder, Basiq
Moderated by Jessica Gardner, Editor, Companies & Markets,The Australian Financial Review

12:45

KEYNOTE | A new blueprint for customer advocacy

The Hon Helen Coonan, Chair, AFCA

13:05

Lunch

13:45

ROUNDTABLE | Business lending – business as usual?

Anthony Healy, Chief Customer Officer – Business and Private Banking, NAB
Kate Carnell AO, Australian Small Business & Family Enterprise Ombudsman
Beau Bertoli, Joint CEO, Prospa
Joseph Healy, Co-CEO, Judo Capital
Moderated by Jonathan Shapiro, Financial Journalist, The Australian Financial Review

14:25

IN CONVERSATION | Insurance – the road ahead

Brett Clark, Group CEO & Managing Director, TAL Life Insurance
Damien Mu,CEO, AIA Australia and New Zealand
Interviewed by Sally Patten, Editor BOSS Magazine, The Australian Financial Review

14:50

LOOKING AHEAD | Imagining the future of financial services

Steve Weston, CEO, Volt Bank
Lee Hatton, CEO, UBank
Rocky Scopelliti, Futurologist, Author
Tommy Mermelshtayn, Chief Strategy Officer, Zip
Moderated by Vesna Poljak, Financial Markets Editor, The Australian Financial Review

15:30

Closing Remarks

BLOG ARTICLES

Mortgage broking in the eye of the storm

The Federal Government has announced that it will preserve current mortgage broker remuneration structures and ignore Commissioner Hayne’s recommendation to abolish lender-paid commissions in favour of consumer-based fees…. Read more >>

Remuneration and regulation post Hayne

The dust has now settled since Commissioner Hayne released his final verdict following the years-worth of industry interrogation, that formed the backbone of the Royal Commission into banking misconduct… Read more >>

Rebuilding trust in financial services at the AFR Banking and Wealth Summit 2018

Financial Services providers were scrutinized for their lending practices, remuneration models and misconduct handling procedures at the Australian Financial Review’s Banking & Wealth Summit this week. The Summit analysed a widening ‘trust deficit’ in the sector and explored how industry could resolve the issue to avoid more complex and intrusive… Read more >>

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Veronique.Henrisson@informa.com

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+61 2 9080 4425
Alex.Cook@informa.com.au