AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018

Transcription

1 AUSTRALIAN MORTGAGE INNOVATION SUMMIT 2018 An intuitive approach to the home buying value chain Thursday 22 nd & Friday 23 rd February 2018 Four Seasons Hotel 199 George St, Sydney NSW 2000 This agenda is subject to change #RFIAMIS2018 For more information, please contact James Harradine, RFi Group on jharradine@rfigroup.com MEDIA PARTNERS

2 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

3 Agenda Day One Thursday 22 nd 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 From the Traditional to the New Why I m building a bank 9:00 9:50AM 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) PANEL: What the Economist s think 9:50 10:20AM 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 Paul Bloxham, Chief Economist, HSBC Felicity Emmett, Head of Australian Economics, ANZ Tim Lawless, Head of Research, CoreLogic MORNING TEA 10:20 10:50AM

4 SESSION TWO: Housing Supply and Affordability Building smarter cities The Lay of the Land - RFi Insight 10:50 11:20AM 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 Building Smarter Cities 11:20 11:40AM The future of housing affordability The battle of pricing is there a housing affordability problem? Solutions in housing construction and city planning - the tensions of supply and demand Affordable housing initiatives and how data and technology can enhance the accuracy of pricing for housing Employment generation To be confirmed PANEL: The First Home Buyer Journey 11:40 12:15PM The First Home Buyer Journey Distribution Moderated by Josh Gadsby, Business Development Director, RFi Group Matthew Wallace, Managing Director, Communities, LendLease Eloise Wall, Executive Manager - Financial Services, REA Group Partner Session 12:15 12:30PM NETWORKING LUNCH 12:30 1:30PM

5 SESSION THREE: Pricing optimisation and the Upgrader Journey Nomis on pricing optimisation 1:30 1:50PM Nomis PANEL: Non-Bank Mortgage Market Review 1:50 2:20PM Moderated by Paul Lahiff, Chairman, New Payments Platform Australia (former CEO, Mortgage Choice) Rupert Hugh-Jones, General Manager - Corporate Affairs & Customer Relations, Liberty Mary Ploughman, CEO, Resi Mario Rehayem, Director of Sales and Distribution, Pepper PANEL: The Upgrader / Re-financer Journey 1:50 2:20PM Debra Foster, General Manager - Customer Strategy (BOQ Retail Leadership Team), BOQ Melissa McCarney, General Manager - Group Marketing, Mortgage Choice Limited AFTERNOON TEA 3:00 3:30PM SESSION FOUR: Over the horizon A fireside chat between our regulator and the industry 3:30 4:00PM 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 Michael Saadat, Senior Executive Leader Deposit Takers, Credit & Insurers and Regional Commissioner New South Wales, Australian Securities and Investments Commission (ASIC) Hillary Ray, Partner, Cowell Clarke PANEL: Looking up and ahead - Mortgage blue sky pm Maintaining and enhancing the customer relationship online The benefits/disadvantages of online only Moderated by Chloé James, Group Media Director, RFi Group Siobhan Hayden, COO, HashChing (former CEO, Mortgage & Finance Association of Australia (MFAA)) Ranin Mendis, Co-Founder & CEO, LoanDolphin Vincent Turner, CEO, Uno

6 Agenda Day Two Friday 23 rd February REGISTRATION 9:00 9:25AM 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 9:30 10:00AM Being there in the moments that matter Facilitating the homebuying journey Meg Bonighton, General Manager - Home Lending, NAB Partner Session: RFi Group and Valocity: Home equity sizing 10:00 10:30AM Partner Session: The Digitally Originated Home Loan: Presentation followed by Panel 10:00 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 Chandra Sinnathamby, Head of Document Cloud - APAC, Adobe A panel of leading partners MORNING TEA 11:00 11:30AM

7 SESSION TWO: The Investor Journey and Special Closing Presentation PANEL: The Investor Journey 11:30-12:15PM Moderated by Kate Wilson, Head of Client Insights Australia & New Zealand, RFi Group Anthony Millet, Founder and CEO, BRICKX SPECIAL LUNCHTIME CLOSING PRESENTATION 12:15 2:00PM Over lunch, our special international guest will discuss servicing the digital-savvy customer and where to next for the financial series industry as we know it