Strategies Conference 2021 - Livestream
We’re delighted you’re joining us for Strategies Conference 2021 via livestream. You’re one of 1,400+ delegates tuning in across Australia and New Zealand. 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 (3 run concurrently at two 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 firstname.lastname@example.org
We’ll have additional team members on our HelpDesk for Strategies Conference - 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-sc21
- 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? Strategies Conference is a fully hybrid program - so some delegates 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 1,400+ delegates to interact throughout the program.
Program at a glance
Wednesday 25 August 2021
AEST 8.15am - Pre-opening scene-setter
AEDT 8.30am - The end justifies the means!
- Graham Rich, Dean, Portfolio Construction Forum (Sydney)
AEST 8.35am - Critical Issues Forum 1
Macro matters: In the end, the macro matters for portfolios to succeed
- Pippa Malmgren, PhD, Partner & Senior Advisor, Monaco Foundry (London)
- Alva Devoy, PhD, Managing Director, Fidelity International (Sydney)
- Magatte Wade, Founder & CEO, Skin is Skin (Austin)
- Hon. Ruth Richardson, Independent Professional Director & Economic Consultant (Christchurch)
AEST 9.45am - Critical Issues Forum 2
Markets are the means, not the end
- Raghuram Rajan, PhD, Professor of Finance, The University of Chicago Booth School of Business (Chicago)
- Oliver Hartwich, PhD, Executive Director, The New Zealand Initiative (Wellington)
AEST 10.55am - Morning Break
AEST 11.15am - Special Interests Forum 1 - choice of three concurrent sessions
1. Now is the time for a dedicated EMD allocation
- Arif Joshi, CFA, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)
2. Manager style is not the only characteristic that matters
- Myooran Mahalingam, CFA, Portfolio Manager - Global Equities & Listed Property, MLC Investments (Sydney)
3. Private debt is not an alternative
- Andrew Lockhart, Managing Partner, Metrics Credit Partners (Sydney)
AEST 11.55am - On the move
AEST 12.00pm - Critical Issues Forum 3
The 60/40 portfolio concept is obsolete
- Tony Davidow, CIMA®, President & Founder, T. Davidow Consulting (New York)
- Isaac Poole, PhD, CIMA®, CIO, Oreana Portfolio Advisory Service (Burnie)
AEST 1.10pm - Lunch Break
AEST 1.45pm - Critical Issues Forum 4
Research Roundtable: Challenging investment strategies is the means to the end
- David Wright, CEO, Zenith Investment Partners (Melbourne)
- Kyle Lidbury, CPA, CFA, CAIA, Head of Investment Research, Perpetual (Sydney)
- Michael Furey, CIMA®, Principal, Delta Research & Advisory (Brisbane)
- Sonia Bluzmanis, CIMA®, Head of Equities, REST (Sydney)
AEST 2.55pm - On the move
AEST 3.00pm - Special Interests Forum 2 - choice of three concurrent sessions
1. Wealth for the future requires climate aligned portfolios today
- Chris Iggo, CIO Core Investment, AXA Investment Managers (London)
2. The answer for retirees is not the risk-return ratio
- Paddy McCrudden, PhD, CFA, Portfolio Manager, Magellan Asset Management (Sydney)
3. Total return beats income investing in the retirement race
- Aidan Geysen, Senior Investment Strategist, Vanguard Investments (Melbourne)
AEST 3.40pm - Afternoon Break
AEST 4.00pm - Critical Issues Forum 5
Retirement Roundtable: Better retirement solutions are the means to the end
- Adrian Stewart, CEO, Allianz Retire+ (Sydney)
- Chris West, GAICD, CIMA®, Co-Founder & Principal Consultant, Context Capital Consulting (Perth)
- David Richardson, CFA, Group CEO, Just Group Plc (London)
- Iain McCombie, Partner & Investment Manager, Baillie Gifford (Edinburgh)
- Richard Dinham, FIA, Head of Client Solutions & Retirement, Fidelity International (Sydney)
- Susan Thorp, PhD, Associate Dean (Research), The University of Sydney Business School (Sydney)
AEST 5.30pm - Strategies Conference 2021 day 1 ends
Thursday 26 August 2021
AEST 8.15am - Pre-opening scene-setter
AEST 8.30am - Critical Issues Forum 6
Inflation Roundtable: Inflation is the means - but to what end?
- Hayden Briscoe, Head of Fixed Income - Global Emerging Markets & Asia Pacific, UBS Asset Management (Hong Kong)
- Joachim Fels, Managing Director & Global Economic Advisor, PIMCO (Newport Beach)
- Jonathan Pain, Author & Publisher, The Pain Report (Sydney)
AEST 9.45am - Critical Issues Forum 7
Economists Roundtable: Three economic and market scenarios are the means to the end
- Andrew Hunt, Principal, Andrew Hunt Economics (Norwich)
- Dominique Dwor-Frecaut, PhD, Macro Strategist, Macro Hive (Los Angeles)
- John McDermott, PhD, Executive Director, Motu Economic & Public Policy (Wellington)
- Jonathan Ramsay, Director, InvestSense (Sydney)
AEST 10.40am - Morning break
AEST 11.00am - Special Interests Forum 3 - choice of three concurrent sessions
1. Net-Zero should change your thinking about Infrastructure now
- Nick Langley, Managing Director & Portfolio Manager, ClearBridge Investments (Sydney)
2. The inflation bubble will be deflated
- Chris Siniakov, FFIA, Managing Director - Australia Fixed Income, Franklin Templeton (Melbourne)
3. It’s time for investments to move towards the next economy
- David Li, CPA, CFA, Senior Portfolio Manager & Managing Director, Impax Asset Management (Sydney)
AEST 11.40am - On the move
AEST 11.45am- Critical Issues Forum 8
Finology Roundtable: Growing a finology mindset is a means to a better end
- Rob Hamshar, Principal - Finology Research, Investment Management Research Program, Portfolio Construction Forum (NZ)
- Paul Moran, DBA, CFP, Principal, Moran Partners Financial Planning (Melbourne)
- Pauline Ramsay, Founder, e:valuate (Sydney)
AEST 12.55pm - Lunch break
AEST 1.30pm - Critical Issues Forum 9
Asset Allocation Roundtable: Designing portfolios for scenarios is critical to the end
- Anne Anderson, Independent Non-Executive Director (Sydney)
- Jacob Mitchell, Founder, CIO and Lead Portfolio Manager, Antipodes Partners (Sydney)
- Julian McCormack, Analyst, Platinum Asset Management (Melbourne)
- Rob Mead, Managing Director & Co-Head of Asia-Pacific Portfolio Management, PIMCO (Sydney)
- Tim Farrelly, Principal, farrelly’s Investment Strategy (Sydney)
- Angela Ashton, Director & Founder, Evergreen Consultants (Sydney)
[Read: Three economic and market scenarios are the means to the end](link to come)
[Watch: Last year’s Expert Panel](link to come)
AEST 3.00pm - Afternoon break
AEST 3.20pm - Special Interests Forum 4 - choice of two concurrent sessions
1. Active long biased equity is core to meeting client goals
- Andrew Clifford, CEO & Chief Investment Officer, Platinum Asset Management (Sydney)
2. The future of investing is in creating wealth and well-being
- Erik Keller, CEFA, FRM, CAIA, Client Portfolio Manager - Global Credits, Robeco (Rotterdam)
AEST 4.00pm - On the move
AEST 4.05pm - Critical Issues Forum 10
The ethical advantage is the means to a better end
- Deen Sanders, OAM, PhD, Partner, Deloitte & Adjunct Professor, Deakin University (Sydney)
- John O’Mahony, Partner, Deloitte Access Economics (Sydney)
- Susheela Peres da Costa, CIMA®, Head of Advisory, Regnan (Sydney)
AEST 5.30pm - Strategies Conference 2021 ends
Meet the Faculty
The program is designed and curated by our specialist, experienced and independent team and features a Faculty of 50+ leading investment thinkers - portfolio managers, CIOs, senior investment analysts, investment strategists, economists, independent consultants and practitioners - from around the world. Each offers his/her best, high conviction idea on contemporary and emerging portfolio constructions issues and strategies, in the context of the program theme, “The end justifies the means!”
In order of appearance
Graham Rich, Dean, Portfolio Construction Forum (Sydney)
Graham is a pioneer of retail managed funds research in Australasia, and of financial planning in New Zealand. He started his financial services career in NZ in 1975. In 1983, he established his own business delivering funds research and financial advice professional development services. After initially adding Morningstar as a minority shareholder in his fund research business in 1999, he continued to develop it for several years, before selling the rest of the fund research business to Morningstar. In 2002, Graham established Portfolio Construction Forum. Based out of Sydney, Portfolio Construction Forum is recognised as the leading provider of specialist, independent, investment continuing education, accreditation and certification service for the community of Australian and NZ wealth management professionals. Portfolio Construction Forum is CIMA Society of Australia’s strategic partner in the management and delivery of CIMA certification and accredited continuing education services. In 2019, the Forum assumed responsibility for the Secretariat office of CIMA Society of Australia, with Graham as Executive Officer. Graham has been a Board Member of The Wayside Chapel since 2013. Graham strongly believes that his business life reflects Wayside’s mission of no ‘us and them’. His work aims to contribute to the financial wellbeing of Australians, while recognising the responsibility all of those who are more fortunate have for those who are less fortunate in our society.
Alva Devoy, PhD, Managing Director, Fidelity International (Sydney)
Alva began her financial career as a technology equity analyst and moved on to managing US and European Equity portfolios for KBC, the second largest Belgian bank, before becoming an asset allocator for this firm. Alva’s first position in Australia was Head of Equity Research & Strategy for RBS Australia and she went on to become part of the team that handled the reverse integration of RBS assets into CIMB, the Pan-Asean investment bank, before moving to Fidelity in 2014. She was appointed as Managing Director of the firm in 2016.
Alva holds a PhD in Molecular Engineering from Dublin’s Trinity College.
Magatte Wade, Founder & CEO, Skin is Skin (Austin)
Magatte is passionate about “conscious capitalism”. She is a serial entrepreneur, inspirational speaker, and visionary business leader with a passion for creating positive change in Africa. She was born in Senegal, educated in France, and launched her career in San Francisco. She is fluent in and conducts business in Wolof, French and English. Magatte’s current product line, manufactured in Senegal, is Skin is Skin, a lip balm dedicated to reducing racial discrimination. Magatte has spoken at dozens of universities including Harvard, Yale, Columbia, MIT, Wharton, Cornell and Brown as well as at global conferences on innovation and economic development. She writes for the Huffington Post, Barron’s, and the UK Guardian. Magatte is a Young Global Leader with the World Economic Forum at Davos and was named one of the “Twenty Young Power Women of Africa” by Forbes US in 2011.
Pippa Malmgren, PhD, Partner & Senior Advisor, Monaco Foundry (London)
Pippa is an economist and an award-winning author who served President GW Bush in the White House and on the National Economic Council. She is a bestselling author and a popular public speaker on policy, tech and geopolitics, and combines her interest in the economy, technology, and geopolitics to found tech companies and to advise investors and policymakers. Pippa is a partner of The Monaco Foundry, a startup incubator, a Senior Advisor to Avonhurst, a solutions-oriented legal and consulting firm, and co-founded a firm in the drone space that won a 2020 CogX award and the 2020 National Technology Award. Pippa is Chairman of The British Standards Institute’s subcommittee on Drone Manufacturing Standards, and Chairman of Datifly which advises on the drone industry. She occasionally lectures at Sandhurst, Duke GEMBA, INSEAD, U Texas Austin and elsewhere.
Pippa holds a PhD in International Relations & Political Economy from London School of Economics and Political Science.
Hon. Ruth Richardson, Independent Professional Director & Economic Consultant (Christchurch)
As New Zealand’s Minister of Finance from 1990 to 1993, Ruth was the principal architect of New Zealand’s second wave of reform, complementing the first wave of reforms initiated in the mid-1980s by New Zealand’s other well-known Minister of Finance, Sir Roger Douglas. Her institutional framework for the conduct of fiscal policy, the Fiscal Responsibility Act 1994, is widely regarded as setting international best practice, and is a cornerstone of New Zealand’s economic framework. In the years since Ruth left Parliament in 1994, she has had an extensive international practice as a public policy consultant, advising widely on strategies designed to achieve the practice of good governance and the development of high quality policy frameworks. Her client base has spanned sovereign governments, international agencies, Ministers of Finance and their Ministries, and private sector business agencies and Think Tanks with an interest in promoting the twin virtues of good governance and good policy. Geographically, her work has taken her to nearly every corner of the globe, including Europe, Latin America, the Middle East, Africa, Asia and the Pacific. Her directorships involve her in a wide spectrum of global business activity, and the responsibilities she has shouldered on her Boards have contributed to her expertise in many aspects of corporate governance. Aside from New Zealand, Board work takes Ruth regularly to Australia, China, the UK, the USA and the Pacific.
Raghuram Rajan, PhD, Professor of Finance, The University of Chicago Booth School of Business (Chicago)
Raghuram is the Katherine Dusak Miller Distinguished Service Professor of Finance at Chicago Booth. He was the 23rd Governor of the Reserve Bank of India from 2013 to 2016, and Chief Economist and Director of Research at the International Monetary Fund from 2003 to 2006. Raghuram has written several books including The Third Pillar: How the State and Markets are leaving Communities Behind and Fault Lines: How Hidden Fractures Still Threaten the World Economy, for which he was awarded the Financial Times-Goldman Sachs prize for best business book in 2010. He is a member of the Group of Thirty, an independent global body of economic and financial leaders from the public and private sectors and academia. In 2003, the American Finance Association awarded Raghuram the inaugural Fischer Black Prize for the best finance researcher under the age of 40. He earned his PhD from the Massachusetts Institute of Technology Sloan School of Management.
Oliver Hartwich, PhD, Executive Director, The New Zealand Initiative (Wellington)
Oliver is the Executive Director of The New Zealand Initiative, New Zealand’s leading think tank that works with members, policymakers across the political spectrum, the wider business community, the media, academics and the general public. Before joining the Initiative, he was a Research Fellow at the Centre for Independent Studies in Sydney, the Chief Economist at Policy Exchange in London, and an advisor in the UK House of Lords.
Oliver holds a Master’s degree in Economics and Business administration and a PhD in Law from Bochum University in Germany.
Arif Joshi, CFA, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)
Arif is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team. He began working in the investment field in 1998. Prior to joining Lazard in 2010, Arif was with HSBC Asset Management (formerly Halbis) where he served as Senior Vice President and Portfolio Manager, responsible for global emerging markets, focusing on corporate and sovereign credit analysis, risk management and quantitative modeling. He began this role at The Atlantic Advisors LLC (acquired by HSBC in 2005). Prior to HSBC, he was an associate at Strategic Management Group where he advised Fortune 500 companies on finance and corporate strategy.
Arif holds a BS in Economics from the Wharton School at the University of Pennsylvania, and an MBA in Finance from Columbia Business School. Arif is a CFA charter holder.
Andrew Lockhart, Managing Partner, Metrics Credit Partners (Sydney)
Andrew has more than 30 years of 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.
Myooran Mahalingam, CFA, Portfolio Manager - Global Equities & Listed Property, MLC Investments (Sydney)
Myooran has been with MLC since 2001. In his current role he builds and tailors multi-manager portfolios and assesses new investment managers and strategies with a focus on the firm’s global equity and global listed property strategies. He is also responsible for researching global listed property managers. Previously, Myooran was responsible for formulating the strategic asset allocation products for the firm’s suite of multi-asset class strategies for the Capital Markets Research team. Prior to joining MLC, Myooran spent two years working as an Actuarial Consultant at Deloitte.
Myooran holds a Bachelor of Economics with majors in Actuarial Studies and Finance from Macquarie University. He is a qualified Actuary and CFA charter holder.
Chris Douglas, AIFA®, Principal, MyFiduciary (Auckland)
Chris is a Principal at MyFiduciary and Fi360 Pacific and leads the firm’s fund manager monitoring services. He serves the Investment Committees for a range of entities. Chris has over 18 years of investment experience in Auckland, London, Sydney and Chicago. Prior to joining MyFiduciary, he was Director and Manager of Research for the Asia-Pacific region at Morningstar (Sydney), leading the qualitative and quantitative fund review processes, and chairing the Investment Committees for Australia, New Zealand and India. Previously he led Morningstar’s managed investment data team after working at AllianceBernstein and F&C Asset Management in London.
Chris holds a Bachelor of Commerce Degree from Lincoln University (New Zealand) and the AIFA® designation.
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.
Mathew Jeremy, Co-Founder & Director, Quilla Consulting (Brisbane)
Mathew began his career as an economist and policy adviser with the Reserve Bank of Australia and the Department of Prime Minister and Cabinet. He spent most of his 10 years at the Reserve Bank in the International Department and in 1983 was part of the team tasked with floating the Australian dollar. Since the late 1980s, Mathew has held senior roles with major investment firms, including National Mutual Funds Management, Queensland Investment Corporation, and Suncorp Investment Management. In 2014, Mathew co-founded independent investment consulting service, Quilla Consulting.
Mathew has degrees in economics from the University of Sydney and Macquarie University, and a MBA from the Australian Graduate School of Management.
Tony Davidow, CIMA®, President & Founder, T. Davidow Consulting (New York)
Tony leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families. Prior to founding T. Davidow Consulting, he was Alternative Beta & Asset Allocation Strategist at the Schwab Center for Financial Research, where he served as subject matter expert on asset allocation and portfolio construction, smart beta strategies and alternative investments. Previously, he was MD, Portfolio Strategist, and Head of the Guggenheim Knowledge Center, and Head of Distribution at IndexIQ, a provider of hedge fund replication strategies. Tony holds a BBA degree in Finance and Investments from Bernard M. Baruch College, and is a Certified Investment Management Analyst® certificant.
Isaac Poole, PhD, CIMA®, Chief Investment Officer, 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.
David Wright, CEO, Zenith Investment Partners (Melbourne)
David is the CEO and joint founder of Zenith Investment Partners (Zenith) which was established in October 2002. He has overall responsibility for the management of the broader Zenith Group but also remains closely involved in servicing the company’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 Economics and Commercial Law from Deakin University. He is a former practitioner lecturer of the Securities Institute of Australia (now FINSIA).
Kyle Lidbury, CPA, CFA, CAIA, Head of Investment Research, Perpetual (Sydney)
Kyle joined Perpetual Private in July 2014 and is responsible for the investment research capability across the Perpetual Private Direct Equities Team and Perpetual Private Investment Research team. Prior to this, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships. Prior to joining Perpetual, Kyle managed research house relationships for NAB Wealth, covering all MLC and nabInvest boutique fund managers. Prior to that, Kyle was Research Manager with ThreeSixty, MLC’s adviser services division, covering direct equities, alternatives and structured products.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant.
Michael Furey, CFP, CIMA®, Principal, Delta Research & Advisory (Brisbane)
Michael has worked in the financial planning industry since 1999 and spent four years as Head of Research for Suncorp’s advisory businesses which included Suncorp Financial Services, Guardian Advice, and Cameron Walshe. He is a leading expert in the areas of quantitative analysis and its application to investment selection as well portfolio construction for decumulation. As an experienced former financial planner, Michael understands the intricacies of client and adviser’s portfolio requirements.
Michael holds a Masters of Applied Finance & Investment, a Graduate Diploma of Financial Planning, and Bachelor of Mathematics (Statistics). He is a Level 2 Accredited Derivatives Adviser (ADA), a Certified Financial Planner, a Senior Fellow of Financial Services Institute of Australia (FINSIA) and a member of the American Finance Association. Michael is a Certified Investment Management Analyst® certificant.
Sonia Bluzmanis, CIMA®, Head of Equities, REST (Sydney)
Sonia has over 16 years of experience in investment research and portfolio management. Previously, she was five years at BT Financial Group, where she was the lead Portfolio Manager for the firm’s international equities and listed real asset portfolios, and Deputy Portfolio Manager for the Australian equities and emerging markets portfolios. Sonia began her investment career at Colonial First State, as an Investment Analyst for three years and then Investment Manager for five years in the firm’s multi-manager portfolio managment team.
Sonia holds a Bachelor of Commerce & Bachelor of Arts (Asian Studies) from Curtin University. She is a Certified Investment Management Analyst® certificant.
Aidan Geysen, Head of Investment Strategy, Vanguard Investments (Melbourne)
Aidan is responsible for developing and delivering research insights into portfolio construction, exchange traded funds, and investment markets. Prior to taking on his current role in May 2016, Aidan provided support and strategic direction to Vanguard’s key institutional clients in Australia and New Zealand. Before joining Vanguard in April 2015, Aidan spent 12 years with JANA Investment Advisers, providing investment advice to industry and corporate super funds, university endowments, charitable foundations and family offices. He served as Chair of JANA’s Research Committee, and Portfolio Manager of the firm’s multi-manager institutional Australian equities portfolios.
Aidan holds a Bachelor Degree in Economics and Law from Swinburne University, and a Graduate Diploma in Applied Finance.
Chris Iggo, Chief Investment Officer Core Investments, AXA Investment Managers (London)
In his current role as CIO Core Investments, 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 was formerly 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.
Paddy McCrudden, PhD, CFA, Portfolio Manager, Magellan Asset Management (Sydney)
Paddy joined Magellan in 2017 as the Head of Retirement Solutions and Data Science. Before that, he worked for 16 years at BlackRock. From 2015 to 2017, Paddy was based in New York where he led a team building quantitative models for global equities and worked as a lead strategist for active equities. Between 2010 and 2015, Paddy was the head of portfolio management for Australian equities based in Sydney, overseeing index, active and long-short funds. Between 2001 and 2010, Paddy was a portfolio manager and trader in a team responsible for multi-asset portfolios. Prior to the finance industry, Paddy worked as a lecturer in pure mathematics at McGill University in Québec and Macquarie University in Sydney.
Paddy holds a Bachelor of Science (hons) from Sydney University and a PhD in pure mathematics from Macquarie University. He is a CFA charter holder.
Andrew Heyden, CIMA®
Andrew has 25 years of experience in investment. Most recently he was 15 years with Aberdeen Standard Investments. He joined the firm in 2006 as an investment analyst for European equities, moved into client services in 2007 and became an institutional Business Development Manager in 2011. He was named Institutional Director in 2017. Before joining Aberdeen, he spent five years as an assistant fund manager with Deutsche Asset Management.
Andrew holds a BA (honours) in Finance and Financial Management Services from Bournemouth University and is a Certified Investment Management Analyst® certificant.
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.
Adrian Stewart, CEO, Allianz Retire+ (Sydney)
Adrian leads Allianz Australia Life Insurance Limited and Allianz Retire+ Powered by PIMCO (Allianz Retire+), a role he commenced in July 2021. Previously, he was Head of Australia & New Zealand for PIMCO for five years. During his tenure at PIMCO, Adrian founded Allianz Retire+ and has served as a Board Member since 2018. Before joining PIMCO, he was a division director with Macquarie Group for six years and held business development roles with Challenger Financial Services and Asgard Wealth Solutions.
Adrian holds a Bachelor of Political Science from University of New England.
Chris West, GAICD, CIMA®, Co-Founder & Principal Consultant, Context Capital Consulting (Perth)
Chris is the co-founder and Principal Consultant at Context Capital. Most recently, he was the Chief Investment Officer at WA Super prior to which he held a number of roles in the institutional investment and investment consulting industry. During his tenure at WA Super between 2013 and 2020, Chris was a finalist in the Conexus Financial Chief Investment Officer of the Year Awards and the fund’s performance was recognised with awards including the AFR Blue Ribbon Best Capital Stable Fund and Selecting Super’s Best Performance for International Equities.
Chris holds a Bachelor of Commerce (Honours), is a Certified Investment Management Analyst® certificant, and holds the GAICD designation from the Australian Institute of Company Directors.
David Richardson, CFA, Group CEO, Just Group Plc (London)
David was appointed Group CEO of Just Group plc in September 2019, having previously held the role of Deputy Group CEO and Managing Director of the UK Corporate Business from April 2016. He was the Interim CFO of Just Group from October 2018 until January 2020 and Chief Finance Officer of Partnership Assurance Group plc from February 2013 until April 2016. Previously, David was Group Chief Actuary of the UK’s largest closed life assurance fund consolidator, Phoenix Group, where he was responsible for restructuring the group’s balance sheet and overall capital management. Prior to this, David worked in a number of senior roles at Swiss Re including as Chief Actuary of its Life and Health business, Head of Products for UK and South Africa and Global Head of its Longevity Pricing teams. David commenced his career at the actuarial consultancy Tillinghast.
David holds a Bachelors degree in Actuarial and Financial Studies. He is a Fellow of the Institute and Faculty of Actuaries and a CFA charter holder.
Iain McCombie, Partner & Investment Manager, Baillie Gifford (Edinburgh)
Iain is a founding member of Baillie Gifford’s Global Stewardship Portfolio Construction Group and is the lead manager of its UK Core strategy. Most recently, Iain served as Chief of Investment Staff from 2013 to 2018 and became a Partner of the firm in 2005. He initially joined Baillie Gifford in 1994 and spent five years training as an Investment Manager in the US Equities Teams before joining the UK Equity Team in 1999.
Iain graduated MA in Accountancy from the University of Aberdeen and subsequently trained as a Chartered Accountant.
Richard Dinham, FIA, Head of Client Solutions and Retirement, Fidelity International (Sydney)
Richard works with Fidelity’s investment and product teams around the globe in developing a range of solutions to meet the needs of wholesale and institutional clients in Australia. He joined Fidelity in March 2018 with 25 years of industry experience. Prior to joining Fidelity, his most recent experience was with Macquarie Bank as head of research servicing the investment and research needs of the wealth management and private bank divisions.
Richard holds a Bachelor of Engineering (honours) in Aeronautical Engineering from University of Southhampton, and a Post Graduate Diploma in Actuarial Science from University of London. He is a Fellow of the Institute and Faculty of Actuaries.
Susan Thorp, PhD, Professor of Finance & Associate Dean (Research), The University of Sydney Business School (Sydney)
Susan is Professor of Finance, and Associate Dean Research and Research Education in the Business School. She has previously held positions at the University of Techologoy Sydney and the Reserve Bank of Australia. Susan researches household and consumer finance focussing on retirement savings and decumulation. She uses theoretical, empirical and experimental techniques to understand financial decision making. Much of this research has tested the way decision makers respond to advice, disclosures and choice architecture. Financial econometrics is another concentration of Susan’s research. She has studied the increased integration that occurs in financial markets during crises. She has published over 45 papers in international academic journals, and led and participated in grant projects attracting over $4 million dollars in public and industry funding. Her research is cited by major public reviews and inquiries. Susan is a member of the Steering Committee of the Mercer CFA Global Pensions Index, an annually compiled internationally recognised index of pension system quality, a member of the ASIC Consultative committee, and a member of the Research Committee of the OECD/International Network on Financial Education.
Susan has an honours degree in Economics from the University of Sydney, and a PhD in Economics from the University of New South Wales.
Hayden Briscoe, Managing Director & Head of Fixed Income - Global Emerging Markets & Asia Pacific, UBS Asset Management (Hong Kong)
Hayden has overall responsibility for all Global Emerging Markets and Asia Pacific fixed income activities at UBS Asset Management. He is also a member of the Global Fixed Income Management and Global Fixed Income Investment Committees. Prior to joining UBS Asset Management, Hayden was a Senior Vice President and Director of Asia Pacific Fixed Income at Alliance Bernstein. He previously worked at Schroders Investment Management, Colonial First State and Bankers Trust, where he fulfilled fund management, portfolio management, and trader roles.
Hayden holds a Bachelor of Arts in Economics and Politics from University of New South Wales.
Joachim Fels, Managing Director & Global Economic Advisor, PIMCO (Newport Beach)
Joachim is a member of the Investment Committee and leads PIMCO’s Secular Forum. Prior to joining PIMCO in 2015, he was global chief economist at Morgan Stanley in London. Previously, he was an international economist at Goldman Sachs and a research associate at the Kiel Institute for the World Economy.
Joachim holds a diploma in international studies from the Johns Hopkins University School of Advanced International Studies in Bologna, Italy, a master’s degree in economics from Universität des Saarlandes in Saarbrücken, Germany, and an undergraduate degree from Christian-Albrechts-Universität in Kiel, Germany.
Jonathan Pain, Author & Publisher, The Pain Report (Sydney)
Jonathan (JP) has 32 years’ international investment experience, leading investment teams in London, Bahrain and Australia. The Pain Report is an independent and global perspective on financial markets and the world economy. 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 (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. At this year’s Strategies Conference, he’ll share his thoughts on where inflation is, and where it’s heading.
Andrew Hunt, Principal, Andrew Hunt Economics (Norwich)
Prior to forming AHEL, Andrew spent over 12 years as an economist advising both the Board and portfolio managers of the Dresdner Bank Group, initially in the UK and subsequently based in the Asian Region. While in Asia, he covered both the formation and bursting of the Japanese Bubble Economy and the Asian Boom and Bust of the 1990s. He correctly predicted both the preceding upswings and the timing and consequences of the subsequent crises that were associated with these episodes. On returning to London in the late 1990s, Andrew covered the NASDAQ Bubble and the formation of the Euro. He is a member of the Institute of New Economic Thinking and an occasional contributor to the financial media.
Andrew holds an Honours Degree in Economics from the University of Bristol and an unfinished PhD on Japanese Monetary Policy formation that one day he hopes to finally complete.
Dominique Dwor-Frecaut, PhD, Macro Strategist, Macro Hive (Los Angeles)
Dominique is a macro strategist, producing alpha generating trade ideas in FX and rates in EM and G10 at established and startup macro hedge funds in the US since 2011, including at Bridgewater. She has also produced in-depth analysis of central banks policies and procedures drawing on her experience at the New York Fed, the IMF and the World Bank as well as on the buy and sell side. Before moving to the US, she covered Asian and global EMs at Barclays Capital, ABN AMRO and RBS from Singapore. Dominique holds a PhD in Economics from the London School of Economics.
John McDermott, PhD, Executive Director, Motu Economic & Public Policy (Wellington)
John is well known in New Zealand and internationally as a macroeconomist. Before starting at Motu in March 2019, he was Assistant Governor and Chief Economist at the Reserve Bank of New Zealand: Te Pūtea Matua. He has previously worked at Victoria University of Wellington, National Bank of New Zealand, and the International Monetary Fund. He has been a Motu Associate since 2002 and has published articles on international commodity prices, real exchanges rates, and business cycles.
John holds a PhD in Economics from Yale University.
Jonathan Ramsay, Director, InvestSense (Sydney)
Jonathan has over 25 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. 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.
Chris Siniakov, FFIA, Managing Director - Australia Fixed Income, Franklin Templeton (Melbourne)
Chris is is responsible for fixed income research, strategy, and portfolio management. He has over 26 years of experience in the financial services industry. Chris joined Franklin Templeton in 2014. Prior to his current role, Chris was the head of fixed income for Asia Pacific at Deutsche Asset and Wealth Management for six years, prior to which he was Head of Fixed Income with Invesco for 15 years.
Chris holds a bachelor of science (with honours) in mathematics and statistics from Monash University, and a Graduate Diploma in banking and finance from the Financial Services Institute of Australia. He is a Fellow of the Financial Institute of Australia.
David Li, CPA, CFA, Senior Portfolio Manager & Managing Director, Impax Asset Management (Sydney)
David co-manages the Impax Asian Environmental Markets Strategy. He has broad expertise in environmental markets sub-sectors and researches stocks globally with a focus on the Asia-Pacific region. David joined Impax in 2007, initially on secondment from Ajia Partners, before becoming a full-time employee in 2011. He began his career in the investment industry in 1997. Previously, he was the Head of Small and Mid-Cap Research for Asia ex-Japan at Deutsche Bank Securities, and Head of Regional Media Research at ING Securities.
David holds a Bachelor of Commerce in Accounting and Finance from University of New South Wales. He is a qualified CPA and CFA charter holder.
Nick Langley, Managing Director & Portfolio Manager, ClearBridge Investments (Sydney)
Nick is a member of ClearBridge’s Australian-based Leadership Team, responsible for the management of Australian operations. In 2006, Nick co-founded ClearBridge Investments Limited (formerly RARE Infrastructure), a specialist global listed infrastructure firm now part of ClearBridge Investments, LLC. As a Portfolio Manager, Nick is a member of the investment committees responsible for all global listed infrastructure strategies. He has 26 years of investment industry experience. Previously, Nick served as Principal of AMP Capital’s Infrastructure Funds Management team, where he was also the CFO of DUET, an ASX-listed investment trust. He was also an Associate Director - Investment Banking at UBS and Manager - Mergers and Acquisitions at BZW/ABN AMRO.
Nick holds a Bachelor of Laws and a Bachelor of Commerce from the University of Auckland.
Rob Hamshar, Principal - Finology Research, Investment Management Research Program, Portfolio Construction Forum (NZ)
Rob manages several of Portfolio Construction Forum’s finology (behavioural FINance and investor psychOLOGY) domain initiatives, including the Finology Benchmarking Indices (FBI) program and the finology Research Review series. He draws on more than 15 years of experience in managing benchmark and best practices research and professional development programs, primarily with CEB (now Gartner), across multiple industries and in service to professionals from many disciplines. Since 2018, he has focussed primarily on serving practitioners in the financial advice space in the US, Australia, and New Zealand.
Rob graduated from the University of Virginia in with a BS in Commerce, concentrating in Finance and Marketing.
Paul Moran, DBA, CFP, Principal, Moran Partners Financial Planning (Melbourne)
Paul has owned his own financial planning firm for over 20 years. He has been a Lecturer in Financial Planning with Securities Institute of Australia, FINSIA and Kaplan for over 19 years. He holds two professional designations, Certified Financial Planner and SMSF Specialist Adviser.
Paul holds a Bachelor of Applied Science (RMIT), Associate Diploma of Health Science (AOTC), Diploma of Financial Planning (Deakin University) and Master of Business Administration (Deakin University). Paul also holds a Master of Taxation and Financial Planning (University of New South Wales). He recently earned his Doctor of Business Administration from Victoria University, where his thesis is focused on financial decision making.
Pauline Ramsay, Founder, e:valuate (Sydney)
Throughout her career in corporate strategy in healthcare, Pauline has always been fascinated by the behavioural factors that lie behind market trends and business outcomes. In 2018, she joined Tassos Stassopoulos of Trinetra Investment Management on an immersion trip in India where they studied people’s attitudes to healthcare. There she discovered the power of personal values as a framework with which to understand people’s underlying motivations and make sense of their behaviour. Seeing the need for increased client centricity and a better appreciation of clients’ personal values in the world of financial advice, in particular, she decided to package the insights from her research and academia into a simple tool and founded e:valuateTM.
Pauline holds a Bachelor of Economics from University of Sussex, a Masters in International Economics and European Integration from Universite Lumiere, and a Masters of Arts in Development Economics from University of East Anglia.
Anne Anderson, Independent Non-Executive Director (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.
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.
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.
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.
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.
Andrew Clifford, CEO & Chief Investment Officer, Platinum Asset Management (Sydney)
Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, assuming the role of Chief Investment Officer in 2013. He took over the role of Chief Executive Officer of the Platinum Group from Kerr Neilson on 1 July 2018. Andrew took over the portfolios of Platinum Capital Limited (ASX code: PMC) and Platinum Master Portfolio Ltd from Kerr on 1 July 2018, and co-manages the flagship Platinum International Fund and the Platinum World Portfolios International Fund. Previously, Andrew was a Vice President of Bankers Trust Australia covering Asian equities and managing the BT Select Market Trust - Pacific Basin Fund.
Andrew holds a Bachelor of Commerce Degree (Hons) from University of New South Wales.
Erik Keller, CEFA, FRM, CAIA, Client Portfolio Manager - Global Credits, Robeco (Rotterdam)
Erik is Client Portfolio Manager Global Credit strategies. Prior to joining Robeco in 2016, he was at BlackRock Solutions responsible for fixed income manager selection. Before that, he held manager selection and account management roles at ABN AMRO, MeesPierson and PIMCO. He started his career in 1998 as a portfolio manager with ING Investment Management.
Erik holds a Master’s in Economics from Erasmus University Rotterdam. He is a Certified European Financial Analyst, Financial Risk Manager, and Chartered Alternative Investment Analyst.
Deen Sanders, OAM, PhD, Partner, Deloitte & Adjunct Professor, Deakin University (Sydney)
Deen is recognised as a global leader in the fields of Ethics, Systems thinking and Regulation and their complex link to behaviour and conduct. As Lead Partner for Deloitte: Integrity, he leads the Ethics and Professionalism practice, focused on helping business and government to build systems and solutions that ensure the “right thing” happens naturally. He works across Corporate and Government clients on the big issues of Integrity, Complexity and Ethics and his key client sectors include financial services, mining, government and regulation and the space industry. His prior work has informed national government policy and reform in key regulatory and economic sectors covering financial services, professional standards, regulation, ethics, law, governance and education. He is a proud descendant and member of the Worimi Aboriginal community (Waringal nurra) and brings a renowned passion for the application of Indigenous Knowledge and Integrity to modern business, governance and building a better Australia. He is Chair of Deloitte’s Reconciliation Action Plan Committee, and a member of Deloitte’s Indigenous Leadership Group. In 2021 he was appointed to Chair the Australian Government’s Indigenous Tourism Fund and National Advisory Group.
Dean holds a PhD in the field of Professions, Complexity Theory, Trust and Regulation. He is an Adjunct Professor at Deakin University Business and Law School and was awarded an Order of Australia Medal in 2017 for his leading academic and regulatory work.
John O’Mahony, Partner, Deloitte Access Economics (Sydney)
John is a Partner at Deloitte Access Economics in Sydney specialising in digital trends, innovation and the public sector. From 2005 to 2010, he served as Senior Economic Adviser to two Australian Prime Ministers, where he had specific responsibility for communications, infrastructure and innovation policies. Previously, John was a journalist with the Australian Financial Review, worked with the NSW Government, and in the University of Sydney’s Faculty of Economics and Business. John is the co-author of Australia’s two best-selling high school economics textbooks, Australia in the Global Economy and The Market Economy.
John holds a Bachelor of Commerce with First Class Honours from University of Sydney.
Susheela Peres da Costa, CIMA®, Head of Advisory, Regnan (Sydney)
Susheela has more than 15 years of domestic and international experience advising institutional investors on responsible investment. She was instrumental in the development of Regnan’s research products, stewardship strategies and advisory programs, and has led or overseen much of this work in her previous roles. As Head of Advisory, she has assisted small foundations through to the world’s largest institutions, including a successful 18-month project in Switzerland on responsible investment leadership for a global full-service bank and strategic advice to the UN-backed Principles for Responsible Investment on upgrading stewardship. Susheela chairs the Responsible Investment Association of Australasia and is special adviser to the co-chair of the Australian Sustainable Finance Initiative.
Susheela holds a Bachelor of Arts (Hons) from the University of Sydney, a Master’s Degree in Communication Management and is a Certified Investment Management Analyst® certificant.