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Sydney PFA Master Class hosted by Perpetual

Perpetual Limited will be hosting the Sydney PFA Masterclass on Wednesday 23 August. 

Topic: Property Funds Industry – Managing risk in changing market. 

It is a great opportunity to gain insights from industry leaders on key trends for the property funds industry with brief presentations followed by a panel discussion.


Date: Wednesday 23 August 2023

Time: 3.00pm Registration

3.15pm to 5.30pm: Presentations and panel discussion

5.30pm to 7.00pm: Drinks and refreshments

Where: Perpetual – Level 18, 123 Pitt Street, Sydney


Cost: Members – complimentary

Non-members – $100 + gst per person

RSVP: Thursday 17 August 2023


We kindly thank Perpetual for hosting this event.

This event is complimentary for PFA Members.

To receive your complimentary ticket, PFA Members will need to log in as a member (top right of the PFA website). Your username is your email address. In need, please reset your password using ‘lost password’ to create a new password for future use. Once logged in the ticket price will show a nil amount, click the + to register for your ticket.


Become a member of PFA to receive a discounted rate.


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Event Details

23rd August, 2023
3:00 pm - 7:00 pm

Moderator - Glen Dogan

Glen Dogan


General Manager Sales, Marketing & Product

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Glen is the General Manager of Sales, Marketing and Product at Perpetual Corporate Trust (PCT) with responsibility for establishing and driving the sales, marketing and new product strategies across PCT’s Funds Management, Debt Markets and Digital Service offerings. Glen has spent the last seven years managing PCT sales and marketing team and growing PCT’s client base in Australia, Asia Pacific, Europe and the Americas. His strength lies in developing client relationships, executing against business development and marketing strategies - skills he has honed over 20 years in the financial services industry.

Prior to Glen’s current role, he was the Senior Vice President of Sales and Marketing in Perpetual’s Singapore business, where he was instrumental in growing the company’s Asian trustee business. He was primarily responsible for helping clients listing fund vehicles on the Singapore Stock Exchange as well as assisting them with their cross-border transactions into Australia.

Glen holds a Bachelor of Accounting and currently sits on the Perpetual Corporate Trust Investment Committee.

Joanne Henderson

National Director, Research


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Topic: Navigating the path to a ‘new normal’ – the old, the new and the unknown factors at play across the real estate market

Joanne heads the Colliers research team in Australia. She has over 15 years of experience working within property research and specialising in property data and analytics.

With a research background covering mainly the office, retail and industrial sectors, Joanne is experienced in delivering strategic advice, consultancy services and data and forecast product to clients.

Joanne maintains client relationships and presents regularly to the majority of domestic and international property investors, in the Australian institutional property market, as well as developers, major domestic banks and Government entities providing support and insights surrounding data and research on the major Australian Real Estate markets.

Max Soyref



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Topic: Managing Risk through Digitisation of Data in the Construction sector.

Max focuses on developing solutions for clients across public and private sector in the Asia Pacific region for KPMG Origins.

Max has extensive experience in helping organisations transform their business models using technological innovation, digitisation and emerging tech. Max focuses on product development and product-led growth across a variety of industries such as construction, agriculture, financial services and government.

Max has a PhD in Business Information Systems from the University of Sydney as well as Commerce degrees in Finance and Management.

James Swerling


Head of Funds & Institutional Dealing

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Topic: How to Manage Foreign Exchange Risks When Investing Offshore.

James’ responsibility at Ebury is to manage hedging strategy, transactional trading and payment needs of the most sophisticated clients of the Australian market segment.

Prior to joining Ebury, James led the US equities desk of a London based stockbroker. He went on to spend twelve years at Afex where he was Senior Dealer on the APAC Funds & Institutional FX Sales desk. He is entrusted with managing the firm’s key corporate and financial institution clients.

Jorge Chapa

Green Building Council of Australia

Chief Impact Officer

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Topic: Moving to property net zero carbon emissions – risks and opportunities

As Chief Impact Officer, Jorge ensures that GBCA’s strategic priorities, partnerships, and product and services, including Green Star, accelerate the transformation of Australia’s built environment – delivering healthier, more resilient, and positive places for people and nature.

He chairs WorldGBC’s Global Commitment for Net Zero Carbon Buildings Taskforce and is a member of its Better Places for People Steering Committee, and its Circular Economy Accelerator program. He is also a member of Climate Bond Initiative’s Low Carbon Buildings Technical Working Group, GRESB’s Real Estate Standards Committee, Carbon Risk Real Estate Monitor’s Global Industry Committee, and the Australian Sustainable Finance Initiative’s Technical Working Group. He is also a Board Director at GreenFleet.

Vince Battaglia

Hall & Willcox


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Topic: An overview of Treasury’s current review of the regulatory framework for managed investment schemes.

Vince is a Partner in the Hall & Wilcox Financial Services team, with extensive experience in retail and wholesale financial services and funds management. Vince advises on fund structuring and governance, the establishment and promotion of financial products and financial services, establishing and operating registered and unregistered managed investment schemes, ongoing regulatory and compliance matters, fund mergers, capital raisings, and trustee company regulation. He also advises on structuring and promoting fintech investment products, including fully digitalised products, token-accessed products, and peer-to-peer/ marketplace lending platforms.