{"id":17501,"date":"2023-10-25T00:42:25","date_gmt":"2023-10-25T00:42:25","guid":{"rendered":"https:\/\/www.kaizenrecruitment.com.au\/?p=17501"},"modified":"2024-01-27T05:02:15","modified_gmt":"2024-01-27T05:02:15","slug":"kaizen-recruitment-fund-executive-roundtable-2023-2","status":"publish","type":"post","link":"https:\/\/www.kaizenrecruitment.com.au\/kaizen-recruitment-fund-executive-roundtable-2023-2\/","title":{"rendered":"Kaizen Recruitment Fund Executive Roundtable 2023"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone wp-image-17536 size-full\" src=\"https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT-1-4.jpg\" alt=\"\" width=\"1471\" height=\"767\" srcset=\"https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT-1-4.jpg 1471w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT-1-4-300x156.jpg 300w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT-1-4-1024x534.jpg 1024w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT-1-4-150x78.jpg 150w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT-1-4-768x400.jpg 768w\" sizes=\"(max-width: 1471px) 100vw, 1471px\" \/><\/p>\n<p><span data-contrast=\"auto\">Kaizen Recruitment hosted our Fund Executive Roundtable in Sydney, discussing several key issues facing superannuation and investment management business leaders.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Kaizen Recruitment has identified a gap in the sharing of information across executive leaders within the financial services industries and had facilitated this event to support leaders in addressing some of these challenges.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">We would like to thank executives from leading firms including IFM Investors, REST Super, Aware Super, PIMCO, Perennial Partners, Maple-Brown Abbott, ABDRN, ROC Partners, Realside Financial Group, MA Financial and Ardea Investment Management.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span class=\"TextRun SCXW90489648 BCX0\" lang=\"EN-AU\" xml:lang=\"EN-AU\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW90489648 BCX0\">The event was moderated by Lewis Bearman, <\/span><span class=\"NormalTextRun SCXW90489648 BCX0\">and<\/span><span class=\"NormalTextRun SCXW90489648 BCX0\"> we would like to thank our hosts IFM Investors for the use of their boardroom for this interactive and informative luncheon.<\/span><\/span><span class=\"EOP SCXW90489648 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h2 style=\"text-align: center;\"><img decoding=\"async\" class=\"alignnone wp-image-17555 \" src=\"https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1.png\" alt=\"\" width=\"1070\" height=\"67\" srcset=\"https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1.png 1900w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1-300x19.png 300w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1-1024x64.png 1024w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1-150x9.png 150w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1-768x48.png 768w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/Light-4-1-1536x96.png 1536w\" sizes=\"(max-width: 1070px) 100vw, 1070px\" \/><\/h2>\n<h3 style=\"text-align: left;\">A number of key themes were discussed during the roundtable including:<\/h3>\n<div>\n<h4 style=\"border-left: 4px solid #ffcb06; padding-left: 20px;\"><strong>Regulation<\/strong><\/h4>\n<\/div>\n<div style=\"background-color: #f2f2f2; padding: 20px; margin: 20px 0;\">\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">The ongoing regulatory burden and pace of change organisation are facing, was raised as key challenges from all executives.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">The regulatory landscape is significantly impacting business operations and key decisions for executives in preparation of what may be coming in the regulatory pipeline, including CPS and SPS 230 and 530.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">This is contributing to increased levels of recruitment across risk, compliance and governance.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n<p>&nbsp;<\/p>\n<h4 style=\"border-left: 4px solid #ffcb06; padding-left: 20px; text-align: left;\"><strong>The adoption and use of AI<\/strong><\/h4>\n<div style=\"background-color: #f2f2f2; padding: 20px; margin: 20px 0;\">\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">It was intriguing to learn that most firms are experimenting with the use of AI. Some are much more progressed than others in implementing this new technology.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Some firms have implemented enterprise-wide AI software and are running project teams to improve efficiency of some processes, in particular investor reporting processes.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">There were some positive comments about its effectiveness to improve current business processes. <\/span><span data-contrast=\"auto\">However, interestingly<\/span><span data-contrast=\"auto\"> leaders were also seeing the limitations of what AI can do, in its current form.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"4\" data-aria-level=\"1\"><span data-contrast=\"auto\">It was curious to hear that all believed AI would play a much greater future role in investment management impacting several components for the overall investment management process.\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n<p>&nbsp;<\/p>\n<h4 style=\"border-left: 4px solid #ffcb06; padding-left: 20px;\"><strong>Cyber Security<\/strong><\/h4>\n<div style=\"background-color: #f2f2f2; padding: 20px; margin: 20px 0;\">\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Leaders shared their approach to planning and preparing for a cyber-attack. The consensus was its not matter of \u201cif\u201d an attack will happen, but \u201cwhen\u201d it will happen.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Many shared their plans in developing a whole of company approach, which included partnering with service providers and developing a strong enterprise risk culture.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"auto\">All highlighted weaknesses in their supply chain with some identifying concerns with the lack of readiness with their service providers (3<\/span><span data-contrast=\"auto\"><span data-fontsize=\"11\">rd<\/span><\/span><span data-contrast=\"auto\"> and even 4<\/span><span data-contrast=\"auto\"><span data-fontsize=\"11\">th<\/span><\/span><span data-contrast=\"auto\"> party providers)<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n<p>&nbsp;<\/p>\n<h4 style=\"border-left: 4px solid #ffcb06; padding-left: 20px;\"><strong>Work Flexibility<\/strong><\/h4>\n<div style=\"background-color: #f2f2f2; padding: 20px; margin: 20px 0;\">\n<ul>\n<li><span data-contrast=\"auto\">Work flexibility remains a challenging topic for all leaders with many still struggling to get the balance right.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">There was no consistency with this approach with a couple firms mandating 5 days working from the office, while the majority have adopted a 3\/2 or 2\/3 flexible work approach.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">The need to incentivise staff to return to office remains a constant challenge. Firms have included weekly lunches, learning and development sessions and social activities aiming to entice staff in to collaborate and build stronger interpersonal relationships.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Many cited examples of not being able to attract staff if they did not offer work flexibility and increasingly it has become a key component of a firm\u2019s EVP.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">All agreed of the importance to build stronger working relationships which is naturally optimised when working together in person.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<\/div>\n<p><span data-contrast=\"auto\">We extend our appreciation to all those who joined us at our recent roundtable discussion. Kaizen Recruitment is genuinely grateful to be able to act as a conduit in the market as a trusted external partner to help foster ideas and connections amongst some of Australia\u2019s leading investment and superannuation organisations.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">As a multi-award-winning financial services recruitment firm, we are committed to delivering professional excellence. For those in search of the ideal career opportunity or organisations seeking exceptional talent, Kaizen Recruitment is your trusted partner. We pride ourselves in our ability to add genuine value by embedding ourselves deeply into our respective specialisations and consulting our clients and candidates on key industry trends and changes.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-17521 size-full\" src=\"https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4.jpg\" alt=\"\" width=\"1900\" height=\"840\" srcset=\"https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4.jpg 1900w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4-300x133.jpg 300w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4-1024x453.jpg 1024w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4-150x66.jpg 150w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4-768x340.jpg 768w, https:\/\/cdn-01.cms-ap-v2i.applyflow.com\/kaizen\/wp-content\/uploads\/2023\/10\/RT2-4-1536x679.jpg 1536w\" sizes=\"(max-width: 1900px) 100vw, 1900px\" \/><\/p>\n<p><span data-contrast=\"auto\">Whether your organisation faces human capital challenges, or you seek industry insights, our specialist team are ready to assist.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Please contact us via phone (03) 9095 7157 or email at info@kaizenrecruitment.com.au<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kaizen Recruitment hosted our Fund Executive Roundtable in Sydney, discussing several key issues facing superannuation and investment management business leaders.\u00a0\u00a0 Kaizen Recruitment has identified a gap in the sharing of information across executive leaders within the financial services industries and had facilitated this event to support leaders in addressing some of these challenges.\u00a0 We would&hellip;<\/p>\n","protected":false},"author":30,"featured_media":17537,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","footnotes":""},"categories":[53],"tags":[],"class_list":["post-17501","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/posts\/17501","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/comments?post=17501"}],"version-history":[{"count":23,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/posts\/17501\/revisions"}],"predecessor-version":[{"id":17719,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/posts\/17501\/revisions\/17719"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/media\/17537"}],"wp:attachment":[{"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/media?parent=17501"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/categories?post=17501"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kaizenrecruitment.com.au\/af-api\/wp\/v2\/tags?post=17501"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}