Markets Summit 2021 - Livestream
We’re delighted you’re joining us for Markets Summit 2021 via livestream. You’re one of 1,200+ delegates tuning in across Australia, New Zealand and Singapore. This page contains links to the Critical Issues Forum (plenary) livestream room, and to the Special Interests Forum (elective) livestream rooms. What’s on and when?
Livestream room links
- Critical Issues Forum (plenary) livestream
- Special Interest Forum (elective) livestream rooms (5 run concurrently at three times of the day).
What’s on and when in each livestream room?
- The program is in the App - and that’s where you vote, ask questions, chat, earn CE/CPD - Log into the App
- The program is also listed below - Program at a glance
- Check out our FAQ (Frequently Asked Questions) - this is a great first port of call if you’re having any issue - FAQ
- Contact our HelpDesk
Call +61 2 9247 5536 or email@example.com
We’ll have additional team members on our HelpDesk for Markets Summit - but even so, you may have to leave a message depending on the volume of calls/emails. We’ll return calls and answer emails as quickly as possible, in the order they’re received but there may be a wait. **So to avoid the queue, please check whether your question/problem is addressed in the FAQ.
LOG INTO THE APP
You need to do this regardless of how you are watching the livestream - it’s particularly important to ensure you receive CE/CPD hours:
- If you are attending at your desk - open the App as a new window or on your phone
- If you are being hosted as part of a group - open the App on your phone
- If you are hosting a group - open the App on your phone
The Forum App is NOT in the Apple App store or Google Play Store. The App is a mobile web page so all you need is an internet browser to access it.
On your computer, phone or tablet:
- Open your internet browser and go to: http://eventmobi.com/forum-ms21
- Log in - enter your email address.
- If you have used the Forum App before - you’ll be asked for your name and password. If you can’t remember it, click on the “Forgot password” link and follow the prompts.
- If you haven’t used the Forum App before - you’ll be asked for your name and prompted to set a password.
Why is the App not part of the livestream web page? Markets Summit is a fully hybrid program - so some delegates are attending in-studio, some are getting together in a group to watch the livestream on a big screen, and some are attending at their desk. If the App was only on the livestream web page, only those attending on their own at their desk would be able to vote, ask questions, chat, earn CE/CPD, etc. We have a separate App to allow all 1,200+ delegates to interact throughout the program.
Program at a glance
Wednesday 03 March 2021
AEDT 8.15am - Pre-opening scene-setter
AEDT 8.30am - Critical Issues Forum 1
It’s time to go… Back to the drawing board!
- Graham Rich, Dean, Portfolio Construction Forum (Sydney)
AEDT 8.35am - Critical Issues Forum 2
Be optimistic, but beware – big risks lie ahead
- Jonathan Pain, Author & Publisher, The Pain Report (Sydney)
AEDT 9.25am - Critical Issues Forum 3
China will set the rules of the game; we all must accept that
- Professor Ngaire Woods, PhD, Dean of the Blavatnik School of Government & Professor of Global Economic Governance, Oxford University (Oxford)
AEDT 10.05am - Morning Break
AEDT 10.25am - Critical Issues Forum 4
Ignore geopolitics to the peril of portfolios
- Marko Papic, Partner & Chief Strategist, Clocktower Group (Santa Monica)
- David Bridges, Senior Geopolitical & Security Adviser, Fidelity Investments (Boston)
AEDT 11.20am - Critical Issues Forum 5
Sustainability is transforming the investment landscape
- Suni Harford, President, UBS Asset Management (New York)
AEDT 12.00pm - Lunch Break
AEDT 12.40pm - Special Interests Forum 1 - choice of five concurrent sessions
1. Don’t be complacent, take advantage of the illiquidity premium
- Rob Mead, MD, Head of Australia & Co-Head Asia-Pacific Portfolio Management, PIMCO (Sydney)
2. The world has entered a new investment order
- Ben Powell, CFA, MD & Chief Investment Strategist APAC, BlackRock (Singapore)
3. Responsible Investing is the future of financial markets
- John Quealy, Chief Investment Officer, Trillium Asset Management (Boston)
4. A portfolio’s cash allocation is dead
- Chris Rands, Portfolio Manager, Nikko Asset Management (Sydney)
5. Relevance & resilience - post-COVID portfolios need G-REITs
- Julian Campbell-Wood, Portfolio Manager, Resolution Capital (Sydney)
AEDT 1.20pm - On the move
AEDT 1.30pm - Critical Issues Forum 6
Get ready for the strongest growth in 50 years
- Ron Temple, CFA, MD, Head of US Equities, Co-head of Multi-Asset Investing, Lazard Asset Management (New York)
AEDT 2.10pm - Critical Issues Forum 7
US equities valuations are not in a bubble
- Jeff Schulze, CFA, Director & Investment Strategist, ClearBridge Investments (Cranford)
AEDT 2.50pm - On the move
AEDT 3.00pm - Special Interests Forum 2 - choice of five concurrent sessions
1. High equity valuations are not due to irrational exuberance
- Arvid Streimann, CFA, Head of Macro and Portfolio Manager, Magellan Financial Group (Sydney)
2. It’s back to the drawing board on bonds in a 60/40 portfolio
- Thomas Poullaouec, Head of Multi-Asset Solutions Asia Pacific, T. Rowe Price (Hong Kong)
3. The resource sector has yet to peak
- Nick Pashias, Co-head of Equities, Antares Capital (Melbourne)
4. Private debt is a low risk means to attractive income
- Andrew Lockhart, Managing Partner, Metrics Credit Partners (Sydney)
5. Equities to rise as we right the wrongs of the post- GFC era
- Crispin Murray, Head of Equities, Pendal Group (Sydney)
AEDT 3.40pm - Afternoon Break
AEDT 4.00pm - Special Interests Forum 3 - choice of five concurrent sessions
1. Risk must beat reward in post-pandemic supply chains
- Chris Rogers, Research Analyst - Quantamental Research Group, Panjiva Research (London)
2. Lower carbon will mean more growth
- Chris Iggo, CIO Core Investments, AXA Investment Managers (London)
3. Secular stagnation is the wrong narrative
- Julian McCormack, Analyst, Platinum Asset Management (Melbourne)
4. The time is right for non-daily liquid credit strategies
- Peter Robinson, CFA, Head of Investment Strategy – Fixed Income, CIP Asset Management (Sydney)
5. Private Equity maximises alpha generating opportunities
- David Leslie, Investment Director, Ellerston Capital (Sydney)
AEDT 4.40pm - On the move
AEDT 4.50pm - Critical Issues Forum 8
Back to the drawing board! - Key takeouts
Our diverse panel of experts will debate which of the high-conviction propositions they heard during the day resonated most strongly - and which they disagreed with most - to help delegates think through the portfolio construction implications of what they have heard at Markets Summit 2021.
- Graham Rich, Dean, Portfolio Construction Forum
- Anne Anderson, Non-Executive Director (formerly MD, UBS Asset Management Australia) (Sydney)
- Jacob Mitchell, Founder, CIO and Lead Portfolio Manager, Antipodes Partners (Sydney)
- Jonathan Windust, CFA, Portfolio Manager & Deputy CIO, Milford Asset Management (Auckland)
- Kate Howitt, Portfolio Manager, Fidelity International (Sydney)
- Tim Farrelly, Principal, farrelly’s Investment Strategy (Sydney)
- Ying Yi Ann Cheng, Portfolio Management Director & Market Technicals Analyst, Coolabah Capital Investments (Sydney)
AEDT 5.45pm - Markets Summit 2021 ends
AEDT 5.45pm - Markets Summit Networking Reception
Those attending face-to-face in our Sydney studio are invited to stay on for a relaxed catch up with their fellow delegates (ending 7.00pm)
Meet the Faculty
The program is designed and curated by our specialist, experienced and independent team and features a Faculty of 20+ leading investment thinkers - noted academics, independent consultants, and investment professionals facilitated by our Faculty Partners (quality funds management firms) - from around the world. Each offers his/her best, high conviction idea on the drivers of and outlook for the markets (on a three- to five-year view) in the context of the program theme, “Back to the drawing board!”.
In order of appearance
Jonathan Pain, Author & Publisher, The Pain Report (Sydney)
Jonathan (JP) has 32 years’ international investment experience, leading investment teams in London, Bahrain and Australia. He is the author and publisher of investment newsletter, The Pain Report, an independent and global perspective of financial markets and the world economy. Jonathan is a regular guest on CNBC TV and Your Money and is a member of the Advisory Council of independent, not-for-profit think tank, China Matters. Jonathan is a current affairs, market and data magpie - and he has an uncanny ability to weave the threads together to see what lies ahead for markets. Over the years, he has debuted a number of new investment theses at Markets Summit (the rise of China in 2004, the US housing bubble and GFC in 2006/7/8, Trump winning the US election in 2016, to name a few). At last year’s Markets Summit on 18 Feb 2020, JP was alone in warning that Covid-19 was a “Black Swan event” that would cause an economic shock around the world. Watch it here
Jonathan holds a joint honours degree in Economics and Politics from Keele University, and a Masters degree in Finance from Exeter University.
Jonathan Ramsay, Director, InvestSense (Sydney)
Jonathan has over 24 years’ experience in asset consulting and funds management in the UK and Australia. At InvestSense Jonathan helps clients develop and manage their own investment products and sits on or chairs a number of investment committees. Previously, at van Eyk Research, Jonathan had oversight of recommendations given to all external clients on asset allocation, fund selection and portfolio construction. He has also been a Senior Consultant with a global asset consulting firm, run his own independent consultancy, served as CIO for a boutique hedge fund of fund firm and was Head of Investment Strategy and Risk at an Australian small companies boutique. Jonathan holds a Bachelor of Arts from the University of East Anglia (England) with Joint Honours in French and Economics. He qualified as an Associate of the Institute of Investment Management and Research.
Ngaire Woods, PhD, Dean of the Blavatnik School of Government & Professor of Global Economic Governance, Oxford University (Oxford)
Ngaire’s research focuses on how to enhance the governance of organisations, the challenges of globalisation, global development, and the role of international institutions and global economic governance. She founded the Global Economic Governance Programme at Oxford University, and co-founded the Oxford-Princeton Global Leaders Fellowship programme. Ngaire serves as a member of the Asian Infrastructure Investment Bank’s International Advisory Panel, is an Independent Non-Executive Director at Rio Tinto, is Chair of the Harvard University Visiting Committee on International Engagement, sits on the Harvard Kennedy School Visiting Committee, and is a member of the UK Government National Leadership Centre’s Expert Advisory Panel, and the Department for International Trade’s Trade and Economy Panel, to highlight just a few of her appointments. From 2016-2018, Ngaire was Co-Chair of the World Economic Forum’s Global Future Council on Values, Technology and Governance. Ngaire holds a PhD in International Relations from Oxford University.
David Bridges, David Bridges, Senior Geopolitical & Security Adviser, Fidelity Investments (Boston)
David is a research analyst, providing geopolitical and security counsel to investors, portfolio managers, and analysts. Prior to joining the financial industry with Fidelity in 2012, he served a 25-year career in the Central Intelligence Agency’s (CIA) Clandestine Service, retiring in 2011. At the time of his retirement, David was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities across the globe. Over the course of his career, he held a number of critical positions, including executive direction of all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans; operational command of all CIA offensive and defensive counterintelligence operations worldwide; and, several assignments as chief of station. In recognition of his outstanding work, he received CIA’s Distinguished Career Intelligence Medal, the George Bush Award for Excellence in Counterterrorism, the Donovan Award (the Clandestine Service’s highest honor), and several Director of Central Intelligence Meritorious Unit Citations. Prior to joining the CIA, David spent five years working for a peacekeeping force in the Middle East.
David earned a Bachelor of Arts in History with high honors from Dartmouth College and a MA from the University of Chicago’s Center for Middle Eastern Studies. He speaks five languages.
Marko Papic, Partner & Chief Strategist, Clocktower Group (Santa Monica)
Marko leads the strategy team for Clocktower Group, an alternative asset management firm based in Santa Monica. He provides bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded and was Chief Geopolitical Strategist for BCA Research’s Geopolitical Strategy practice (GPS), the financial industry’s first dedicated political analysis investment strategy. He began his career as a Senior Analyst at global intelligence agency, Stratfor.
Marko holds a BA in Political Science and History, a MA in European Studies and a MA in Political Science and Government.
Suni Harford, President, UBS Asset Management (New York)
Suni became a member of the USB GEB and was appointed President Asset Management of UBS Group AG and UBS AG in October 2019. She has been with UBS since 2017, joining as Group Managing Director and Head Investments in the Asset Management business division. Before joining UBS, Suni worked for almost 25 years at Citigroup Inc. in various senior management positions including Regional Head of Markets for North America from 2008 to 2017. She was also a member of Citi’s Pension Plan Investment Committee and a Director on the Board of Citibank Canada. From 2004 to 2008, Suni was Global Head of Fixed Income Research and, from 1995 to 2004, Co-Head Debt Capital Markets, Origination, Financial Institutions Group. She started her career as an investment banker at Merrill Lynch & Co in 1988.
Suni holds an MBA from Tuck School of Business at Dartmouth and a bachelor’s degree in physics and mathematics from Denison University, Ohio.
Angela Ashton, Founder & Director, Evergreen Consultants(Sydney)
Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research, and General Manager - Managed Funds Research at IWL Ltd (CommSec). She has contributed to the industry through serving on a number of committees including Hedge Funds Rock and was a Board Member of IMCA for nine years. Angela has also assisted in the development and delivery of course content for a number of DFP subjects through Kaplan.
Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, and a member of the Economics Society.
Rob Mead, MD, Head of Australia & Co-Head Asia-Pacific Portfolio Management, PIMCO (Sydney)
Rob is a managing director in PIMCO’s Sydney office and co-head of Asia-Pacific portfolio management, co-overseeing the portfolio management teams in the region. Previously, he was a portfolio manager in Munich and head of PIMCO’s European investment grade corporate bond team. Prior to joining PIMCO in 2003, Rob was global head of investment grade credit research and head of non-US high grade fund management at Citigroup Asset Management in London.
Rob holds an undergraduate degree from University of Technology Sydney and a graduate diploma in Applied Finance from Securities Institute of Australia.
Ben Powell, CFA, MD & Chief Investment Strategist APAC, BlackRock (Singapore)
Ben is Chief Investment Strategist for APAC within the BlackRock Investment Institute, based in Singapore, and is responsible for delivering value added market and investment insights across asset classes in the APAC region. Ben has more than 17 years of experience in Capital Markets. Before joining BlackRock in 2019, he was co-Head of UBS Investment Bank Multi-Asset APAC Sales based in Singapore, where he was responsible for managing a team generating insights for clients across Fixed Income, Equities, Absolute Return and Quantitative investment strategies. He started his career with UBS in London and has also worked for Barclays in Hong Kong.
Ben is a graduate in Economics and Philosophy from the University of Bristol and is also a CFA Charterholder.
John Quealy, Chief Investment Officer, Trillium Asset Management (Boston)
John oversees the management of all investment strategies and portfolio construction at Trillium. He joined the firm in 2018 and has extensive experience in sustainability-related capital markets, companies, and technologies. Prior to joining Trillium, John spent 17 years with Canaccord Genuity in Equity Research, where he was a Managing Director, specialising in the Sustainability and Industrial Technology sectors. He joined the firm as an Associate in 2000, helping to launch this franchise in the United States. While at Canaccord, John served as Sector Head overseeing Sustainability Equity Research in North America and the UK, covering a broad array of companies in the Energy Technology, Water, Recycling, Agriculture, and Electrical Equipment sectors. Prior to Canaccord, he worked for Deloitte & Touche, as a Manager in the Audit and Assurance practice, serving a wide range of domestic and international, public, and private companies. John has served on the boards of Rosie’s Place (founded in 1974 as the first dedicated Women’s Shelter in the US) and the Environmental League of Massachusetts (ELM).
John received a B.S. degree in Accounting and Philosophy cum laude from Boston College and is a licensed Certified Public Accountant in Massachusetts.
Chris Rands, Portfolio Manager, Nikko Asset Management (Sydney)
Chris joined Nikko Asset Management in 2011 and is responsible for portfolio management, including portfolio construction and trading, for the Insurance & Customised Solutions segment of the Australian fixed income offering. Chris also provides macroeconomic viewpoints to the fixed income team to assist with portfolio positioning.
Prior to becoming a portfolio manager, Chris was a credit analyst, as well managing the daily cash flows and all cash investments. Chris has 10 years’ experience in fixed income markets and previously worked as an associate analyst at Moody’s Investors Service.
Chris holds a Bachelor of Commerce (Economics/Finance) from University of Sydney and a Masters of Applied Finance (High Distinction) from Macquarie University.
Julian Campbell-Wood,, Portfolio Manager, Resolution Capital (Sydney)
Julian joined Resolution Capital in 2013 as Senior Analyst and was promoted to Core Plus Co-Portfolio Manager in July 2014, and again to Global Portfolio Manager in October 2018. He has over 14 years experience in the real estate sector. Julian has previously worked as a Sell Side Analyst for Barclays Capital and Macquarie Bank, both in London.
Julian holds a Masters of Finance from London Business School and is a member of the CFA UK society.
Ron Temple, CFA, MD, Head of US Equities & Co-head of Multi-Asset Investing, Lazard Asset Management (New York)
Ron is responsible for oversight of Lazard Asset Management’s multi-asset and US equity strategies, as well as several global equity strategies. He is also a Portfolio Manager/Analyst on various US and global equity teams. Ron joined Lazard in 2001 with 10 years of global experience including fixed-income derivative trading, risk management, corporate finance and corporate strategy in roles at Deutsche Bank AG, Bank of America NT & SA and Fleet Financial Group in London, New York, Singapore, San Francisco, and Boston. Ron is a member of the Council on Foreign Relations, the Economic Club of New York, Duke University’s Graduate School Board of Visitors and the New York Society of Security Analysts (NYSSA). He also served as a trustee of the Link Community School in Newark, New Jersey, from 2006-2014, as a member of the Trinity Board of Visitors at Duke University from 2006-2012 and a member of the Financial Accounting Standards Advisory Council from 2013 to 2015.
Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University. He is a CFA charterholder.
David Wright, CEO & Joint Founder, Zenith Investment Partners (Melbourne)
David Wright is a Managing Partner and joint founder of Zenith Investment Partners (Zenith) which he established in October 2002. David has overall responsibility for the Zenith business and remains closely involved in servicing the firm’s investment consulting clients with portfolio construction, management and monitoring advice. Prior to establishing Zenith, David held senior positions within the financial services industry including IWL Ltd (Head of Research), an ASX listed company in which he was also a significant equity holder, Associate Director and Head of Managed Funds research at Lonsdale Limited and an analyst with the Advisor Group, a national financial planning group.
David holds a Bachelor of Commerce in Ecomnics and Commercial Law from Deakin University. He is a former practitioner lecturer of the Securities Institute of Australia (now FINSIA).
Jeff Schulze,CFA, Director & Investment Strategist, ClearBridge Investments (New York)
Jeff oversees capital market and economic research at Clearbridge Investments, contributing thought leadership that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN. He joined ClearBridge Investments in 2014 and has 15 years of investment industry experience. Previously, Jeff was a portfolio specialist at Lord Abbett & Co LLC.
Jeff holds a BS in Finance from Rutgers University, and is a CFA charterholder.
Tim Farrelly, Principal, farrelly’s Investment Strategy (Sydney)
Tim is the Principal of farrelly’s Investment Strategy, the first independent, specialist asset allocation research service for investment advisory firms in Australia and New Zealand. The firm offers a web-based subscription service as well as consulting services, grounded in a logical, client-focused, forward-looking risk and return forecasting framework, based on a robust approach. Before founding farrelly’s Investment Strategy in 2003, Tim served as an executive director with Macquarie Group.
Tim holds a Bachelor of Engineering (High Distinction) from University of Melbourne and an MBA (Distinction) from Harvard Business School.
Arvid Streimann, Head of Macro and Portfolio Manager, Magellan Financial Group (Sydney)
Arvid joined Magellan in 2014 as a Senior Analyst in the Financials Team. In 2017, he was appointed Head of Macro Research and chairs the Macro Committee. He is a member of Magellan’s Investment Committee. In 2018, he was made a Portfolio Manager and in 2020 he was promoted to co-Portfolio Manager of the Global Equity Strategy. Prior to Magellan, Arvid spent 10 years in the research departments of Morgan Stanley and UBS, covering financial institutions and economics. Previously, he assisted insurers with their growth strategies at Aon and spent four years in the Reserve Bank of Australia’s economics and financial markets groups.
Arvid holds a Bachelor of Economics (First Class Honours) from the Australian National University and is a CFA Charterholder.
Thomas Poullaouec, Head of Multi-Asset Solutions Asia Pacific, T. Rowe Price (Hong Kong)
Thomas is head of Multi-Asset Solutions - Asia Pacific within the Multi-Asset Division of T. Rowe Price. Prior to joining T. Rowe Price in 2017, Thomas was most recently managing director and regional head for strategy and research within the Investment Solutions Group for State Street Global Advisors in Hong Kong. Prior roles at State Street Global Advisors included regional head of portfolio strategists in Asia, with a primary focus on multi-asset and currency strategies. Earlier in his career, Thomas was a product specialist for asset allocation at BNP Paribas Investment Partners in Paris and Hong Kong.
Thomas earned his diploma of actuary from the University of Western Brittany at the Euro Institute of Actuarial Studies. He is a fellow of the French Institute of Actuaries.
Nick Pashias, Co-head of Equities, Antares Capital (Melbourne)
Nick leads the Australian Equities team at Antares Capital. He is Portfolio Manager of the Elite Opportunities Fund and Core Opportunities Model Portfolios, and is Portfolio Manager of the High Growth Shares Fund. Nick previously worked on a number of projects with resource companies while completing his Ph.D. in Chemical Engineering at The University of Melbourne. On completion of his Ph.D., Nick worked as a consultant with particular emphasis on efficiency improvement and process streamlining the mining industry.
Nick holds a Bachelor of Engineering (Honors) and PhD in Chemical Engineering from The University of Melbourne. He completed the Masters of Applied Finance at Macquarie University.
Andrew Lockhart, Managing Partner, Metrics Credit Partners (Sydney)
Andrew has more than 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. His experience includes being responsible for the origination and portfolio risk management of large, diversified and complex loan portfolios including corporate restructurings.
Andrew holds a Bachelor of Business and Masters of Business Administration from the Queensland University of Technology.
Crispin Murray, Head of Equities, Pendal Group (Sydney)
Crispin joined the funds management business of BT Financial Group, now Pendal Group, in 1994, initially responsible for European equities and served as Head of European Equities from April 1998. He was subsequently appointed to his current role in January 2003 overseeing Pendal’s Australian equities business. He is responsible for managing a number of the firm’s flagship Australian equity funds. Prior to Pendal, Crispin worked for Equitable Life in London. He is a Director of the Anika Foundation and served as a Director of Football Federation of Australia from 2015-19.
Chrispin holds an Honours degree in Economics & Human Geography from Reading University.
Chris Rogers, Research Analyst - Quantamental Research Group, Panjiva Research (London)
Chris is responsible for supply chain analysis at S&P Global Market Intelligence Panjiva. His coverage includes international trade policy, operations of the logistics sector and the structuring of corporate supply chains. Chris joined S&P Global as part of the acquisition of Panjiva Inc. where he built up the firm’s research practice. Previously, he was a global energy and utilities analyst at investment banks JP Morgan and UBS from the mid 1990s until moving to Bloomberg in 2011 as part of the BI alternative data research group.
Chris holds a Bachelor of Science (Economics) and a Bachelor of Science (Economics & Operational Research) from Lancaster University.
Chris Iggo, CIO Core Investments, AXA Investment Managers (London)
Chris brings together the insights of the AXA IM’s Research, Quant Lab and Responsible Investment teams for the benefit of all portfolio managers across asset classes. He is CIO for AXA IM’s fixed income department, as well as Head of Active Fixed Income in Europe and Asia, overseeing the investment process globally and responsible for the management of all active teams in Europe and Asia, including the performance and strategy/fund development. Chris joined AXA IM as a Senior Strategist before his appointment as Fixed Income CIO in 2008. He assumed additional responsibility of the European and Asian Fixed Income divisions in 2014. Prior to joining AXA IM, Chris spent five years as Head of Strategy at Cazenove Fund Management and four years at Barclays Capital, first as Chief US Economist (in New York) and then as Chief European Economist. Previously, he spent seven years at Chase Manhattan Bank in London and New York as an Economist and Foreign Exchange Strategist.
Chris holds a Bachelor of Science (Economics) and Masters of Science (Economics) from the University of London.
Julian McCormack, Analyst, Platinum Asset Management (Melbourne)
Julian joined Platinum in 2001 as an analyst. After working a year, he left to travel the world. Upon returning to Australia, he spent eight years working in investment banking and equity research in metals and mining at Credit Suisse before moving on to found a private company in resource exploration and act as an adviser to several companies. Julian re-joined Platinum in 2014 and helps clients stay informed, he provides primary research input into Platinum’s basic industries team within the investment function.
Julian has a Bachelor of Economics (Hons) from University of Sydney, and Masters of Applied Finance from Macquarie University.
Peter Robinson, CFA, Head of Investment Strategy – Fixed Income, CIP Asset Management (Sydney)
Pete is Head of Investment Strategy for Fixed Income, including responsibility for Fixed Income’s multi-strategy credit portfolios, and oversight of investment grade corporate credit and domestic asset backed security investments. From 2007 through 2010, he was based in London as a Portfolio Manager at WyeTree Asset Management, a specialist asset manager focused on credit opportunities in residential real estate markets. Prior to joining WyeTree, Pete worked at Challenger Life Company in Sydney with responsibility for their Alternative credit portfolio.
Pete graduated with a combined Bachelor of Commerce/Science degree with First Class Honours in Finance from the University of New South Wales and is a CFA Charterholder.
David Leslie, Investment Director, Ellerston Capital (Sydney)
David joined Ellerston Capital in 2005 and has over 23 years’ experience in technology and investment markets, as a researcher, analyst and investor. Most recently, he has been the Investment Director for the Ellerston Ventures Fund and Ellerston JAADE Private Asset Fund, leading the investment process, due diligence and negotiations with investees, as well as reporting to investors. David is a non-executive director of Mable, Ansarada and Hipages.
David holds a Bachelor of Business (Economics and Finance) from RMIT.
Anne Anderson, Non-Executive Director (formerly MD, UBS Asset Management Australia) (Sydney)
Anne is an independent non-Executive Director and board Chair. Until October 2020, she was Managing Director of UBS Asset Management Australia and Head of Fixed Income and Investment Solutions Australia in which role she oversaw the Australian Fixed Income business and investment activities at UBS Asset Management with assets under management of A$27 billion. Prior to joining UBS, Anne gained 11 years finance industry experience in corporate treasury and investment management. She is an Adviser to the Board of industry superannuation fund, Rest, which has over A$54 billion in assets, and Chair of the St Joseph’s College Hunters Hill Foundation. Anne is a member of the consultation panel to ASIC on proposed regulatory changes, market conditions and identifies harms and risks in ASIC-regulated sectors.
Anne holds a Bachelor of Economics and a Masters of Applied Finance from Macquarie University.
Jacob Mitchell, Founder, CIO and Lead Portfolio Manager, Antipodes Partners (Sydney)
Jacob founded Antipodes Partners in 2015. Prior to this, he spent over 14 years at Platinum Asset Management where, at the time of his departure, he was Deputy CIO and Portfolio Manager of the flagship Platinum International Fund. From 1996 to 2000, Jacob was Head of Technology and Emerging Industrials Research at UBS Warburg Australia. He commenced his investment career in 1994 as a trainee investment analyst at Tyndall Australia.
Jacob holds a Bachelor of Commerce from the University of Western Sydney.
Jonathan Windust, CFA, Portfolio Manager & Deputy CIO, Milford Asset Management (Auckland)
Jonathan is Deputy CIO, Portfolio Manager of the Milford Active Growth Funds, and Co-Manager of the KiwiSaver Aggressive Fund. Prior to joining Milford in 2008, he worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, he worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra).
Jonathan is a CFA Charterholder.
Kate Howitt, Portfolio Manager, Fidelity International (Sydney)
Ying Yi Ann Cheng, Portfolio Management Director & Market Technicals Analyst, Coolabah Capital Investments (Sydney)
Ying Yi joined Coolabah Capital in 2017 as a full-time portfolio management director and market technicals analyst focussing on market research, analysis and technical factors, while also assuming responsibility for external stakeholder management. Prior to joining Coolabah, she spent the majority of her career at Citibank in London as a Vice President, specialising in G10 and Emerging Market currencies, advising hedge fund clients and sovereign asset managers on alpha generating and risk management strategies. She was most recently at RBC Capital Markets working within fixed-income and credit. Ying Yi interned at Colonial First State and PwC in various quantitative roles, and has held various advisory roles with tech startups in London and Sydney.
Ying Yi graduated with honours in Actuarial Science from the University of New South Wales, where she was the recipient of a Co-op Scholarship and included on the Dean’s Honour Roll for her year of exchange at NYU’s Stern School of Business.
Peter Norris, CIMA®, Financial Adviser, Keystone Advice Group(Auckland)
Pete is an Authorised Financial Adviser, working with retirees, individuals, families, and businesses across New Zealand. Although originally hailing from the West Island, his roots are firmly planted in Aotearoa with his kids now the third generation to attend the local primary school.
Pete holds a Bachelor of Commerce and is a Certified Investment Management Analyst® certificant.
Isaac Poole, PhD, CIMA®, CIO, Oreana Financial Services (Tasmania/HK)
Isaac’s career in the financial sector spans central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong. Prior to joining Oreana, he worked at Willis Towers Watson as the Head of Capital Markets Research in the Asia-Pacific, as Chief Economist at NSW Treasury Corporation and Manager of Economic Risk at Lloyds Banking Group.
Isaac holds a PhD in Economics from the University of Sydney in NSW. Isaac is a Certified Investment Management Analyst® certificant.
Marisa Broome, CFP, Principal, wealthadvice (Sydney)
Marisa is the owner and principal of wealthadvice.com.au. She has worked in financial services for more than 35 years, initially in funds management and then for over 23 years as a financial planner. She is the Chair of the Financial Planning Association of Australia (FPA), having been a Director for the last six years. Marissa is also Chair of the Regulatory Advisory Panel of the Financial Planning Standards Board.
Lachlan St Clair, CFP, Managing Director & Financial Adviser, CSP (Sydney)
Lachlan joined the business in 2001 when it was known as Patrick Chick and Associates. He became a Director in 2004, eventually becoming Managing Director in 2009 when it became CSP. Lachlan has been a financial adviser for over 14 years, and in the financial services industry for over 22 years. He is Responsible Manager for The Advice Exchange, CSP’s Australian Financial Services Licensee, and sits on the Compliance Committee, Investment Committee and The Advice Exchange’s Board of Advice.
Lachlan is a Certified Financial Planner®, and holds a Bachelor of Economics from Macquarie University, the Advanced Diploma of Financial Planning, a Professional Certificate in Self Managed Superannuation Funds from the University of Adelaide and Certificate IV in Credit Management. He is a Fellow of the Tax Institute of Australia.
Mirko Cugura, CIMA®, Director, Innate Wealth (Melbourne)
Mirko worked in various industries including academia, sports management and IT before landing in the area of financial services some 20 years ago. He joined Innate in 2000 and became an equity partner in 2004. In his role as Chief Investment Officer, Mirko oversees the implementation of the company investment philosophy. He has been twice acknowledged amongst Australia’s Top Fifty Financial Planners in the Australian Financial Review Smart Investor Magazine and has twice been a finalist in the category of Investment Adviser of the Year for the IFA Excellence Awards. Mirko is a board member of the CIMA Society of Australia, the professional community for Certified Investment Management Analysts in Australia and New Zealand.
Mirko holds a Bachelor of Economics and a Graduate Diploma of Econometrics from La Trobe University, He a Certified Financial Planer and a Certified Investment Management Analyst® certificant.
Giles Gunesekera, CEO, Global Impact Initiative (Sydney)
Giles formed the Global Impact Initiative in 2015 with an ambition to mainstream Impact Investing at scale. He over 25 years’ experience in building and developing teams, businesses and distribution strategies for global enterprises, working with clients in the corporate, government, central bank, social enterprise and not for profit sectors. Giles is a Senior Fellow of the Financial Services Institute of Australia, Fellow of the School of Social Entrepreneurs, Fellow of the Australian Institute of Management and Member of the Australian Institute of Training and Development. He holds numerous Volunteer Not-for-Profit Directorships ranging from human rights, disabilities, arts and sports and is an Advisory Board Member of the Securities and Investments Institute of Asia Pacific and a Director of the Financial Planning Association (FPA) Foundation.
Giles holds a Bachelor of Commerce from Monash University and a Masters of Applied Finance from FINSIA.