australian mortgage innovation summit 2018 · the australian mortgage innovation summit brings...
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AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
This agenda is subject to change
An intuitive approach to the home buying value chain
Thursday 22nd & Friday 23rd February 2018 Four Seasons Hotel 199 George St, Sydney NSW 2000
www.australianmortgageinnovationsummit.com.au #RFIAMIS2018 I @RFiMediaGRB
For more information, please contact James Harradine,
RFi Group on 02 9126 2616 [email protected]
MEDIA PARTNERS EVENT PARTNERS SUPPORT SPONSORS
AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
Register now - [email protected] / 02 9126 2616 www.australianmortgageinnovationsummit.com.au
About RFi & Our Events
RFi Group is a global business intelligence and digital media provider focusing exclusively on financial services. We specialize in data and information gathering, customer based insight generation and business decision support for the world’s leading financial service providers. With offices in San Francisco, Toronto, London, Singapore, Sydney and Melbourne, RFi Group consistently provides clients with tailored advice and independent intelligence relevant to their specific market needs.
With a core focus on delivering insightful, valuable and actionable research within the banking sector both locally and internationally, RFi Group’s offering covers retail, SME, corporate, and private banking. RFi Group produces over 100 key events throughout the year with an aim to produce quality interactive forums with insightful and relevant debate. We utilise our market insight to produce high-quality industry gatherings that provide attendees with both topical and thought provoking sessions.
Our events are aimed at senior level industry leaders and we secure both national and internationally recognised speakers.
Australian Mortgage Innovation Summit
The Australian Mortgage Innovation Summit brings together local and global experts to discuss the impact of technology and innovation within the Australian mortgage sector.
Discussion will deep-dive into affordability in the market, the origination innovation imperative and the changing nature of the broker distribution channel. Sessions will also explore the influence of industry regulations such as pricing for risk, the cost of capital for lenders and the rise of macro prudential tools. Key themes:
• Housing affordability
• Risks in Australian residential housing investment
• Regulation and capital
• Economic drivers underpinning the mortgage market
• Knowing the customer
• Innovation for origination
• Digital disruptors
• The changing broker relationship
Who Should Attend?
• Head of Retail Banking
• Head and Mortgage Lending
• Head of Operations and Risk
• Head of Customer Experience and Marketing
• Head of Digital Transformation and Digital Mortgage
• Head of Information and Technology • Heads of Product – Home loans
AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
Register now - [email protected] / 02 9126 2616 www.australianmortgageinnovationsummit.com.au
Agenda – Day One
Thursday 22nd February
REGISTRATION
8:30 – 8:55AM
Arrival tea and coffee
WELCOME & OVERVIEW
8:55-9:00AM
SESSION ONE: Mortgage Lending - A Global and Local Perspective
Chaired by: Andrew Stabback, CEO, AB+F
International Keynote Address: Global thoughts on Markets and Mechanisms
9:00 – 9:30AM
• Systemic risk implications
• Yield curves
• Funding and capital
• Coping with changes
• Global trends impacting the Australian Market
Frank T. Troise, Economic Strategist, Risk Premia, TV Financial Commentator (Singapore)
Executive Interview: From the Traditional to the New – Why I’m building a bank
9:30 – 10:00AM
Steve Weston, the former CEO for Mortgages at British giant, Barclays Bank will discuss how to achieve national mortgage transformation and why he returned to Australia to build his own digital bank.
Steve Weston, Founder & CEO, Volt (former CEO - Mortgages, Barclays (UK), Member of Personal & Corporate Banking Executive Committee
and Barclays’ Board’s Senior Leadership Group) with Chloé James, Group Media Director, RFi Group; Presenter, Sky News
Business
PANEL: What the Economist’s think
10:00 – 10:40AM
• The Australian housing market state of play
• Data sharing through CCR and Open Banking – implications for home lending
• Economic drivers behind housing and pricing
• Lessons learned from overseas - Update and outcomes of recent regulation
• Forecast of the housing market for the next five years
Moderated by Andrew Stabback, CEO, AB+F With; Paul Bloxham, Chief Economist, HSBC Felicity Emmett, Head of Australian Economics, ANZ
Tim Lawless, Head of Research, CoreLogic
MORNING TEA
10:40 – 11:10AM
AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
Register now - [email protected] / 02 9126 2616 www.australianmortgageinnovationsummit.com.au
SESSION TWO: Housing Development and the First Home Buyer Journey
The Lay of the Land - RFi Insight
11:10 – 11:40AM
• The changing home ownership journey from an RFi Group perspective
• Innovation in a high-pressure environment
• Innovation vs ROE
• Maximising the customer relationship and creating efficiency in customer service and engagement
• Best practice in mortgage lending from around the world
Alan Shields, Managing Director, RFi Consulting - RFi Group
Property Development - Building Smarter Cities
11:40AM – 12:00PM
• The future of housing affordability in shaping Australian capital cities
• The battle of pricing – is there a housing affordability problem?
• Solutions in property development, housing construction and city planning - the tensions of supply and demand • Employment generation
Mark Bainey, CEO, Capio Property Group
PANEL: The First Home Buyer Journey
12:00 – 12:45PM
• The First Home Buyer Journey
• Distribution models for FHB’s
• Digital v’s face to face
Moderated by Josh Gadsby, Business Development Director, RFi Group With; Paul Ryan, Founder, simplyaskit
Matthew Wallace, Managing Director, Communities, LendLease Eloise Wall, Executive Manager - Financial Services, REA Group Damian Young, Managing Director, APAC & EMEA, Nomis Solutions
NETWORKING LUNCH
12:45 – 1:45PM
AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
Register now - [email protected] / 02 9126 2616 www.australianmortgageinnovationsummit.com.au
SESSION THREE: Mortgage Utopia, Non-Banks and the Upgrader Journey
PANEL: Non-Bank Mortgage Market Review
1:45 – 2:25PM Moderated by Paul Lahiff, Chairman, New Payments Platform Australia (former CEO, Mortgage Choice) With; Rupert Hugh-Jones, General Manager - Corporate Affairs & Customer Relations, Liberty
Mary Ploughman, CEO, Resi Mario Rehayem, Director of Sales and Distribution, Pepper
Delivering Mortgage Utopia Today: A How-To Guide
2:25 – 2:55PM
• Cyborg-brokers, bot-to-bot negotiation wars and the need for nano-second mortgage approvals
• How do you time-travel to get there first • Begin the journey to get there today
Daragh O’Byrne - Vice President, Global Head of Marketing & Alliances, Nucleus Software
PANEL: The Upgrader / Re-financer Journey
2:55 – 3:30PM
Moderated by Kate Wilson, Head of Client Insights – Australia & New Zealand, RFi Group With; Melanie Evans, Head of Retail Banking, ING Australia Debra Foster, General Manager - Customer Strategy (BOQ Retail Leadership Team), BOQ
Melissa McCarney, General Manager - Group Marketing, Mortgage Choice Limited
AFTERNOON TEA
3:30 – 4:00PM
SESSION FOUR: Over the horizon
The regulator and the industry
4:00 – 4:30PM
• Regulation and innovation in mortgage lending - realising the benefits and mitigating the risks
• ASIC’s continued focus on key regulatory protections
• CCR and implications for consumers and lenders
• Brokers, transparency and customer focused outcomes
Moderated by Hillary Ray, Partner, Cowell Clarke With; Vicki Grey, Partner, Kemp Strang
Michael Saadat, Senior Executive Leader – Deposit Takers, Credit & Insurers and Regional Commissioner – New South Wales, Australian Securities and Investments Commission (ASIC)
PANEL: Looking up and ahead - Mortgage blue sky
4:30 – 5:15pm
• Maintaining and enhancing the customer relationship online
• The benefits/disadvantages of online only
Moderated by Chloé James, Group Media Director, RFi Group
With; Siobhan Hayden, COO, HashChing (former CEO, Mortgage & Finance Association of Australia (MFAA))
Nicholle Lindner, Strategic Advisor, APAC Financial Services Industry Leader, Unisys Corporation Ranin Mendis, Co-Founder & CEO, LoanDolphin
Vincent Turner, CEO, Uno
AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
Register now - [email protected] / 02 9126 2616 www.australianmortgageinnovationsummit.com.au
Agenda – Day Two
Friday 23rd February
REGISTRATION
8:30 – 9:00AM
Arrival tea and coffee
SESSION ONE: The Journey and The Channel
Chaired by: Andrew Stabback, CEO, AB+F
Opening Keynote Address: Government strategy to creating a hopeful future
9:00 – 9:20AM
The Honourable Matthew Kean MP - Minister for Innovation and Better Regulation, NSW Government
Industry Keynote Address: The Homebuying Journey – Unpacking the NAB and REA partnership
9:20 – 9:50AM
• Being there in the moments that matter
• Facilitating the homebuying journey
Meg Bonighton, General Manager - Home Lending, NAB
Partner Presentation
9:50 – 10:20AM
Scott Rigby, Head of Digital Transformation - APAC, Adobe
The Digitally Originated Home Loan
10:20 – 11:00AM
• Understanding the correct metrics to make the ‘digital mortgage’
• Is collaboration the key to success?
• What are the impacts for both institution and customer?
• What lengths of efficiency are we capable of reaching by utilising technology correctly?
• Reaching the best outcome within a strict compliance framework
Moderated by Alex Boorman, Global Research Director, RFi Group With;
Scott Rigby, Head of Digital Transformation - APAC, Adobe Marielle Yeoh, Executive General Manager, Financial Institutions, PEXA Andy Wright, Head of Home Ownership, Westpac
MORNING TEA
11:00 – 11:30AM
AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018
Register now - [email protected] / 02 9126 2616 www.australianmortgageinnovationsummit.com.au
SESSION TWO: The Investor Journey
PANEL: The Investor Journey
11:30 - 12:15PM
Moderated by Mike Cameron, Group Executive, Customer & Revenue, PEXA
With; Matt Carlson, General Manager - Benchmarking and Industry Solutions, CoreLogic Justan Kitchener, Head of BT Private Wealth NSW/ACT, BT Private Wealth (Westpac Group)
Anthony Millet, Founder and CEO, BRICKX Andrew Rasby, General Manager Lending, Yellow Brick Road
NETWORKING LUNCH
12:15 – 2:00PM