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Luncheon

Transformation, Data Strategy and AI in Investment Management

Join AlphaCert alongside Dawie Olivier, the strategic leader behind FirstCape’s transformation, for exclusive insights into how New Zealand’s fund managers are embracing operational change, data maturity, and emerging AI capabilities.

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Investment management is evolving at a rapid pace. Mergers, regulatory change, and shifting customer expectations are putting pressure on firms to transform. True transformation starts with strong foundations: connected systems, trusted data, and modern operational models that enable agility and compliance.

Join AlphaCert and guest speaker Dawie Olivier, the transformation leader behind the merger of four major financial organisations into FirstCape, as we explore how technology, data, and AI are reshaping investment management in New Zealand and beyond.

What you’ll gain:
Through real-world case studies and expert insights, we’ll cover:

  • Transformation at Scale – Dawie will share lessons from integrating multiple organisations, unifying data strategies, and optimising operations.

  • Foundations for the Future – How a trusted source of truth, data quality, and integration capabilities reduce risk and unlock innovation.

  • AI in Action – A proof-of-concept demonstration on extracting insights from structured and unstructured data, plus the latest AI trends driving the sector.

Why attend:

Whether your focus is operational resilience, compliance, client experience, or innovation, you’ll leave with practical strategies for building a more agile, data-driven firm.

Event details:

  • Thursday, 25 September 2025
  • 12 PM – 2 PM (Lunch provided)
  • AlphaCert Innovation Hub, ClearPoint House, 7 Fanshawe Street, Auckland CBD

Speakers

Industry leaders from AlphaCert and FirstCape will share perspectives on modernising investment operations to drive meaningful change. Our speakers bring deep expertise from large-scale transformation, investment operations, and technology innovation, presenting real-world case studies that show how firms can strengthen data foundations, reduce risk, and improve efficiency.

Phil Pietersen
Phil Pietersen

CEO and Co-founder, AlphaCert

Dawie O
Dawie Olivier

Chief Transformation Officer, FirstCape

Ready to drive better fund outcomes?