Calastone Connect Forum – Sydney, 13 October 2026

The Next Horizon: Architecting the Future of Investment Management

Join us for Calastone's flagship, invitation-only forum, bringing together senior leaders from across the investment management industry to explore the forces reshaping products, servicing and technology.

As investor expectations evolve, new investment structures emerge and artificial intelligence transforms operating models, the industry is entering a new phase of innovation. This year's forum will examine what these changes mean for investment managers and how firms can position themselves for long-term success.

Through a programme of keynote presentations, panel discussions and fireside conversations, attendees will gain practical insights into the opportunities, challenges and strategic decisions shaping the future of investment management.

Event Details

Date: Tuesday, 13 October 2026
Schedule: Registration & breakfast: 8:15am–9:00am | Forum: 9:00am–12:30pm | Networking lunch to follow
Location: Sydney

Who Should Attend?
The forum is designed for senior decision-makers across investment management, including leaders responsible for product, operations, technology, digital strategy, distribution and investment servicing.

This is a private, invitation-only event. If you or a colleague would like to attend, please register your interest, we’ll be in touch if spaces become available.

8:15 AM - 9:00 AM - Guests registration and Breakfast

9:00 AM - 9:05 AM - Welcome Note

Marsha Lee

Managing Director, Head of AUNZ, Calastone

9:05 AM - 9:30 AM - Three Shifts Reshaping Investment Management

A fast-paced executive briefing exploring the three structural shifts redefining investment management: changing investor behaviour, accelerating product innovation and the evolution of operating models. Drawing on the latest market data and industry developments, this session sets the strategic context for the discussions that follow, from ETFs and digital investments to intelligent servicing and AI.

Edward Glyn

Managing Director, Head of Global Markets, Calastone

Marsha Lee

Managing Director, Head of Aunz, Calastone

9:30 AM - 10:10 AM - Panel Discussion: the Next Chapter for ETFs

ETFs continue to evolve beyond traditional index tracking, with active strategies, new asset classes, digital innovation and tokenisation expanding both opportunity and complexity. This panel explores how ETF providers are responding to changing investor demand, where the next wave of growth will come from, and how ETFs will continue to evolve alongside other investment structures.

Moderator

Marsha Lee

Managing Director, Head of Aunz, Calastone

Panellists

Tim Furlan

Head of Managed Accounts, BT Financial Group

Oran D'Arcy

Head of Listings, Asia Pacific Region, TMX Australia Exchange

Madeline Doran

Head of Business Development, Nine Mile

Paul Elflain

Managing Director, Head of Digital Sales & RM, Calastone

10:10 AM - 10:30 AM - Break

10:30 AM - 10:50 AM - Fireside chat: Digital Investments: from Innovation to Industry

Tokenisation has moved beyond proof of concept to practical application, creating new opportunities for product innovation, distribution and operational efficiency. Drawing on the latest market developments and emerging research, this fireside chat explores how digital investments are creating new connections between traditional finance (TradFi) and decentralised finance (DeFi), where adoption is gaining momentum, and what firms should be doing today to prepare for tomorrow’s investment ecosystem.

Sam Cupples

Director, Relationship Management, AUNZ, Calastone

Simon Keefe

Managing Director, Head of Digital Solutions, Calastone

10:50 AM - 11:30 AM - Panel Discussion: Servicing a Multi-Product Future

As investment products continue to diversify, the challenge is no longer supporting a single operating model but enabling many. Industry leaders discuss how servicing organisations are modernising their capabilities to support traditional funds, ETFs and digital investments through more connected, intelligent and scalable servicing models.

Moderator

Edward Glyn

Managing Director, Head of Global Markets, Calastone

Panellists

Euan Mcleod

Head of Transfer Agency, APAC, SS&C

Glen Dogan

General Manager, Sales, Marketing & Product, Perpetual Corporate Trust

11:30 AM - 11:55 AM - Fireside Chat: The Next Frontier for AI in Investment Management

The first wave of AI has focused on improving individual productivity. The next will reshape how investment firms operate, innovate and serve clients. Drawing on SS&C’s experience of delivering technology and operational transformation across the global investment industry, this session explores where AI is creating the greatest strategic value, how leading firms are moving beyond experimentation, and the practical steps organisations should be taking today to prepare for what’s next.

Andrew Tomlinson

Chief Marketing Officer, Calastone

Nadine Moore

APAC Director, Automation and AI, SS&C

11:55 AM - 12:00 PM - Closing Remarks

Marsha Lee

Managing Director, Head of AUNZ, Calastone

12 PM - 14 PM - Networking Lunch