Connect Forum Sydney 2022______

Our Connect Forum event is held on 13 September 2022 in Sydney. This year's event also coincides with our 10th anniversary of operating in the Australian market and provides an opportunity to celebrate.

The theme of this event is Embracing digital transformation, the future of managed funds. We'll be exploring global trends that are driving industry innovation and how progress is now being made in tokenisation and its potential as a future collective investment model.

16:00 – 16:30 Registration

16:30 – 16:40 Welcome note

Teresa Walker

Managing Director – Head of Australia and New Zealand, Calastone

16:40 – 16:55 Calastone Company update

Having recently launched our new APAC HQ in Singapore; Ross Fox, Head of APAC will share what’s new at Calastone, including:

– Introducing our latest product roadmap

– Explore global macro trends driving change across the industry

– Share how Calastone’s Distributed Market Infrastructure (DMI) is enabling new services and investment models

Ross Fox

Managing Director – Head of APAC, Calastone

16:55 – 17:10 Fireside chat: The journey towards digital transformation

With digital transformation now firmly at the top of the firms’ strategic agendas, we explore how the fund firms are responding to the changing investor demands and the technology innovation.

– What have been the major drivers of change in the managed funds industry in the last ten years?
– How has technology changed the way the managed funds industry works?
– What investors are looking for before investing? What do we need to do in order to attract the tomorrow’s investors?


Marsha Lee

Director, Relationship Management, Australia and New Zealand, Calastone


Alistair Densley

General Manager – Operations, Netwealth Investments Limited

17:10 – 17:25 Tokenisation – the next generation of investing

Asset management has long been touted as an industry ripe for innovation. The tokenisation of collective investments appears to be a natural evolution to the traditional mutual fund model and would seemingly provide benefits to both fund managers and investors alike in the form of a fully digital, transparent and cost-effective product.

– How will tokenisation unlock new investment opportunities in the funds industry?

– Why is it important to asset managers?

– What are some of the benefits it will bring to end investors, and participants in the supply chain?

Edward Glyn

Managing Director – Head of Global Markets, Calastone

17:25 – 18:05 Panel: Investing in the new future

Digitalisation, the rise and focus of ESG, harnessing data and tokenisation are the dominant discussions throughout 2022. What’s next in the funds industry? What are the new ways to capture the hearts and minds of investors?


Edward Glyn

Managing Director – Head of Global Markets, Calastone


Annick Donat

Chief Executive Officer, Clime Investment Management Limited

Harvey Kalman

Chair of MSC

Ramsin Jajoo

Head of Retail Distribution, Pinnacle Investment Management

Paul Elflain

Global Head of DMI Sales, Calastone

18:05 – 18:15 Summary and close

Teresa Walker

Managing Director – Head of Australia and New Zealand, Calastone

18:30 – 20:30 Networking drinks