Speakers

 

Ilana Atlas - Chairman of Coca-Cola Amatil 
Ilana joined the Board on 23 February 2011 - Member of the People Committee, Audit & Finance Committee, Related Party Committee, Nominations Committee and Risk & Sustainability Committee. She has extensive experience in business and has held executive and nonexecutive roles across many industry sectors. From 2003 to 2010, she held senior executive roles within Westpac Banking Corporation. She practised as a lawyer for 22 years and was the Managing Partner of Mallesons Stephen Jaques.

David Bassanese - Chief Economist at BetaShares
David is one of Australia’s leading economic and financial market analysts, regularly appearing on television, radio and print media. He is also an economic adviser to the National Institute of Economics and Industry Research (NIEIR). In addition, David writes a weekly comment on economic and financial issues for The Switzer Daily. David is a former senior financial columnist for The Australian Financial Review newspaper, and interest rate strategies with Macquarie Bank. He is a former Federal Treasury and OECD economist, and graduate of Harvard University. David is also the author of Australia’s most comprehensive book on exchange traded funds.

Michael Blomfield - Chief Executive Officer at Investment Trends 
Michael commenced as CEO of Investment Trends in 2016, having been our first client in 2004, and having served on our Advisory Board since 2014. He has a long and successful history as a financial services executive, having headed up brokerages, banking divisions and product and segment lines over the past two decades. Perhaps his most well-known role was as Head of CommSec in Australia over the period where the business grew to become the market’s dominant retail brokerage.

Peter Bobbin - Managing Principal at Argyle Lawyers 
For nearly 30 years Peter has earned respect for his fine planning and strategy skills in the areas of superannuation, taxation, estate and business succession planning, commercial structuring, regulatory compliance, and general commercial issues. Whatever Peter undertakes, his focus is foremost on the outcome, not the process. As a former university lecturer, frequent commentator on the law and former accountant, Peter can’t help but bring a practical and insightful approach to law. For this reason he counts as clients the financial services arms of every major financial institution in Australia, public companies, and associations.

Elio D'Amato - Executive Director at Lincoln Indicators

Elio plays an integral role in both business and product development, including the evolution and maintenance of the Stock Doctor platform. With a research career extending 15 years, Elio shares his deep technical expertise with both staff and Stock Doctor members, providing pragmatic solutions to complex research matters in an easy to understand way. He is Lincoln's chief educator and key media spokesman (you may recognise him from regular segments on TV for the ABC and Sky Business television networks. He also appears on radio and is a regular contributor to the Australian Financial Review). Elio’s role includes presenting at both industry events and investment workshops.

Alva Devoy - Managing Director Australia at Fidelity International 
Alva was appointed as Managing Director of Fidelity International’s Australian business in 2016. This appointment was in addition to her existing responsibilities as Investment Director which she continues to hold. Alva is accountable for ensuring that Fidelity’s global investment strategies deliver the best outcome possible for Australian clients. She also represents Fidelity’s interests to key industry bodies and regulators. Prior to joining Fidelity, Alva has held several senior executive, research and strategy roles at CIMB Securities International Australia, RBS Australia, KBC Asset Management, and Goodbody Stockbrokers. She also has a PhD in Molecular Engineering from Trinity College Dublin. 

Michael Doble - CEO of APN Property Group 
Michael joined APN in 2003 and is responsible for the portfolio management of APN’s suite of real estate securities funds and direct property funds for the retail market. Michael is also the dedicated Fund Manager of the $1.3 billion APN AREIT Fund. Michael is highly regarded in the real estate funds management industry and has 25 years experience. Michael held various senior roles specialising in real estate valuation, consultancy and funds management. Before joining APN, Michael was Head of Property at ANZ Funds Management Limited which included responsibility for listed and direct property portfolios as well as a large mortgage fund. 

Bill Dodd  - Educator and ASA Member 

Bill is an experienced investor with a strong interest in investor education. Since 2008 he has given investment courses to investors in all states and his online investment course is available free to members on the Australian Shareholders Association website. Bill is concerned at the lack of knowledge of many investors who generally have poor investment returns and become vulnerable to unscrupulous professionals. Bill is a retired scientist and holds a PhD in biotechnology. Bill is a natural teacher whose extensive academic experience means he knows how to develop a very clear learning structure.

Adrian Harrington - Head of Funds Management at Folkestone

Adrian joined Folkestone in April 2011 following the acquisition of Equity Real Estate Partners. Adrian was a founding partner of Equity Real Estate Partners. Adrian has more than 25 years of experience in the funds management and real estate industries. He is currently Chairman of the Australian Construction Industry Forum’s Construction Forecasting Council and is a Non-Executive Director of the Australian Housing and Urban Research Institute (AHURI). He was formerly CEO Funds Management, UK and USA for Mirvac Group. He previously held senior positions at James Fielding Group, Deutsche Asset Management, Paladin Australia and the Property Council of Australia.

Dr Ken Henry AC - Chairman at NAB and Former Head of Treasury 
Dr Henry is Chair of National Australia Bank and the Sir Roland Wilson Foundation at the ANU. He is also a Non‐Executive Director of the Australian Securities Exchange (ASX) and Cape York Partnership. He is also a Governor of CEDA and a Council member of Voiceless. He has held senior policy advising positions in the Australian Treasury from late 1984 until early 2011. In 2009‐10 he chaired the Review into Australia’s Future Tax System commissioned by the Rudd Government. As Special Adviser to Prime Minister Gillard in 2011 and 2012, Dr Henry was responsible for leading the development of the White Paper on Australia in the Asian Century

Peter Hogan - Head of Education and Technical of the SMSF Association 

Peter is the SMSF Association Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.

Sean Howard - Technical Services Manager at Challenger

Sean has extensive experience in a broad range of areas within financial services, with particular focus in retirement and aged care planning. He has a Bachelor of Commerce, majoring in Economics and Finance and an Advanced Diploma in Financial Services. During his career, Sean has worked in Technical Services for over 12 years, initially commencing as a Technical Analyst with BT Financial Group in 2004. In 2009 Sean was contracted to AMP as a Technical Consultant for 18 months and he joined Challenger as a Technical Services Manager in 2010. Sean is the current author of the “Retirement Planning” and “Aged Care Planning” chapters for the “Australian Financial Planning Handbook” and co-authored “Retirement and Aged Care Living” with Rachel Lane. He currently lectures the Aged Care Planning course at the University of New South Wales as part of the Masters of Financial Planning designation. 

Dr Katherine Hunt - Lecturer and Researcher at Griffith University

Dr Katherine Hunt is a lecturer and researcher with Accounting, Finance and Economics in the Griffith Business School. Dr Hunt combines experience advising businesses with her multidisciplinary education areas to work on cutting edge research projects which directly inform workshop design and evaluation, and financial policy. Dr Hunt has worked in the financial sector for more than 5 years, and has a PhD in Law and Economics from Erasmus University of Rotterdam. Dr Hunt is currently working on more than international and domestic research projects which partner with the private and public sectors to deliver workshops and research with impact for financial inclusion, product innovation, and regulation of the financial sector.

Matthew Kidman - Principal, Portfolio Manager at Centennial Asset Management

Matthew has been a principle and portfolio manager at the boutique funds management group, Centennial Asset Management. Prior to this Matthew was the CIO at Wilson Asset Management for 13 years between 1998 and 2011, helping to build the business and excellent long-term investment track record, achieving 18% p.a over the period. Prior to joining Wilsons’, Matthew worked as a finance journalist at the Sydney Morning Herald between the years 1994 and 1998, and in 1997 was made business editor. In addition to being on the Board of Wilsons’, Matthew is currently Chairman of the Watermark Market Neutral Fund, Director of WAM Research Limited, WAM Active Limited, Incubator Capital Limited, Centrepoint Alliance Limited and Sandon Capital Investments Limited.

Julia Lee - Equities Analyst at Bell Direct

Julia is an Equities Analyst with Bell Direct. She is also the Head Media Presenter at Bell Direct, providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the Internet. 

David Lennox - Resource Analyst at Fat Prophets

As Fat Prophets Resource Analyst, David Lennox covers the spectrum of the commodity offerings and provides a focus on both the Australian and international markets. David’s practical experience covers over 40 years of research activities, covering resource and non-resource investments. David’s research experience has covered companies at each end of the market capitalisation metric and projects of all sizes, complexities and commodity types. David is regularly approached by the media to provide views and analysis of global events and their impact on commodities and resource companies. David holds an MBA from the Macquarie University. 

John Likos - Director of Equity & Credit Research at Morningstar

John joined Morningstar in 2014 and is currently a Director of Equity & Credit Research. He has more than 15 years of credit experience in Australia and Europe, across a wide range of products including institutional debt, credit derivatives and listed debt and hybrid products. John holds a Bachelor of Economics from Flinders University of South Australia, a Bachelor of Laws from Adelaide University, a post graduate Diploma in Applied Finance & Investment from FINSIA, and is a CFA charterholder.

Russell Markham - Director of Education, Asia Pacific at VectorVest

Russell holds a degree in Management Studies with a double major in Economics and Accounting. He also has a Masters of Financial Planning degree and post grad qualifications in Technology Management and in Marketing. Russell has more than 18 years commercial experience in financial analysis, marketing, education and training in Energy, Banking, Insurance and Financial Planning in Australia, New Zealand and Hong Kong. He been with VectorVest for 7.5 years and is now their Director of Education and Training for Asia Pacific, based in Australia.  Russell has been instrumental in putting together the model portfolios that VectorVest tracks for Australia. He is a Trustee of his family’s SMSF. 

Stuart McPhee - Author of Trading in a Nutshell 
Stuart McPhee is a private trader, a best-selling author, a personal trading coach, and has consulted to numerous financial services companies in Australia and throughout Southeast Asia. He is one of Australia's most compelling speakers on trading, as well as being a trader for 20 years.   Since 2001, he has spoken live in front of tens of thousands of fellow traders from Mumbai to New York, Melbourne to Beijing, and many places in between.  He has helped countless traders improve their performance with his expertise in technical analysis, trading psychology, risk management, the trading process and developing a trading plan. 

Roger Montgomery - Chairman and Chief Investment Officer at Montgomery Investment Management

Roger is the founder, Chairman and Chief Investment Officer of Montgomery Investment Management. He is a renowned value investor with more than 25 years’ experience. Following a successful career as an analyst and public company chairman Roger published the first edition of his stock market guide, Value.able, in 2010, becoming an Australian bestseller in just 16 weeks. He is an awarded presenter on the subject of investing and appears regularly on the ABC's The Business program as well as Sky Business and ABC radio, and writes regular commentary for major financial publications and newspapers. 

Vince Pezullo - Deputy Head of Equities at Perpetual Limited 
Vince is the Deputy Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Direct Equity Alpha and the Perpetual Equity Investment Company (ASX:PIC). He joined Perpetual Investments in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors. Prior to joining Perpetual, Vince was a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.

 John Price - Commissioner at the Australian Securities & Investments Commision (ASIC)
John Price commenced as an ASIC Commissioner on 21 March 2012. He has over 15 years’ regulatory experience in a variety of regulatory roles at ASIC relating to policy making, fundraising, mergers and acquisitions, financial services and products, licensing, insolvency and financial reporting and audit. Prior to joining ASIC, John worked in the Gold Coast and Brisbane offices of Corrs Chambers Westgarth, a national law firm. John is currently a member of the Council of Financial Regulators, the coordinating body for Australia's main financial regulatory agencies, and also the sponsor of ASIC's innovation hub, an initiative to help innovative fintech startups offering financial products or financial services in Australia.

Chris Richardson - Partner of Deloitte Access Economics

Chris is one of Australia’s best known economists and heads Deloitte Access Economics’ forecasting and modelling unit. He is the author of three regular publications: Business Outlook, Employment Forecasts and Budget Monitor. His comments on trends in the economy and their effect on business regularly appear in a daily media coverage.

Sonya Sinclair - Director at Eco Risk & Consulting

Sonya has over 15 years’ experience in auditing, environmental and financial reporting, bringing a collaborative style and balancing technical aspects with practical recommendations to clients. With an in- depth knowledge and exposure to a wide range of financial reporting and auditing issues, Sonya provides training, interpretation and advice on governance, financial reporting and auditing principles. Servicing a range of clients including mid-tier chartered accountancy firms, Office of the Auditor-General, large companies (including ASX-listed entities) and other government agencies. Sonya is a Registered Company Auditor, and Inspector for the Clean Energy Regulator and is a Member of Chartered Accountants Australia and New Zealand.

Guarav Sodhi - Deputy Head of Research at Intelligent Investor

Gaurav Sodhi is a keen boxer and a trained economist. His successful track record as a private investor and a lifelong fascination with rocks and minerals lead to him becoming Intelligent Investor’s resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure. 

Gerald Stack - Head of Investments, Head of Infrastructure at Magellan

Gerald joined Magellan in January 2007 and is Head of Investments and leads the team responsible for managing Magellan’s infrastructure portfolios and providing research coverage of companies within the Infrastructure, Transport & Industrials sector. Prior to joining Magellan, Gerald was a Director of Capital Partners (now known as CP2) where he was Head of Securities Research and a member of the Management and Investment committees. Gerald has extensive experience in the analysis and investment management of listed and unlisted debt equity and hybrid assets on a global basis.

Peter Switzer - Chief Executive Officer at Switzer 
Peter Switzer has been in business for over 20 years. A Financial Expert, Peter is a regular weekly columnist for Yahoo, contributor to the Australian Newspaper, Host of his own TV show Switzer and Grow Your Business and is a regular or 2GB radio. Equipped with all knowledge finance and business, Peter is a thought provoking speaker sharing insights and trends. Peter is one of Australia’s leading business and financial commentators, launching his own business more than 30 years ago. The Switzer Group has since grown into three successful companies spanning media and publishing, financial services and business coaching. Peter is an award-winning broadcaster, twice runner up for the Best Current Affairs Commentator award for radio and was a long term contributor to The Australian and Daily Telegraph

Anton Tagliaferro - Investment Director, Investors Mutual 
Anton is the co-manager of the Investors Mutual Australian Share Fund and Portfolio Manager of the Investors Mutual All Industrials Share Fund. In addition, Anton co- manages QV Equities Limited, a Listed Investment Company focused on the ex 20 sector. He established IML in 1998 as a boutique, value style Australian equities fund manager. Anton joined the funds management industry in 1986. Highlights of Anton’s career include managing all Australian equity portfolios at BNP Investment Management, being the Industrials Director at County Natwest Investment Management and Group Investment Manager at Perpetual where he was responsible for launching and managing Perpetual’s highly successful Industrial Share Fund. 

Nathan Van den Bosch - Founder & CEO at Bitcoin Trader

With a Bachelor of Economics from Sydney University and a Master of Commerce from University of New South Wales, Nathan has more than 20 years’ experience trading innovative IT systems whilst working with international companies including Sony, Samsung, Hasbro, Telstra, Optus, ANZ, NAB, Fairfax, Reebok and Railcorp. Bitcoin Trader was established to educate individuals on the investment opportunities inherent to digital currency, for both personal and Self-Managed Super Funds.  

Phil Vernon - Managing Director at Australian Ethical Investment 
Phil is the Managing Director of Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $2.5bn in funds under management. In 2016 it was the fastest growing superannuation fund in Australia. Phil has over 30 years’ experience in financial services. Prior to Australian Ethical he was the Group Executive of Perpetual Limited’s Corporate Trust Division. He is a Director of the Responsible Investment Association, the Planet Ark Environmental Foundation and is Chairman of Beyond Zero Emissions, a climate change think tank.  

Richard Wiles - Managing Director at Morgan Stanley Research

2006 and the Head of Research in Australia since 2017. Prior to joining Morgan Stanley in 2006, he worked as an assistant portfolio manager at Macquarie Funds Management from 2000 to 2003 and as an assistant banks analyst at JPMorgan from 2003 to 2006. Richard is a member of Chartered Accountants Australia and New Zealand and a Fellow of the Financial Services Institute of Australasia. He holds a Bachelor of Economics (Honours) degree from the University of Sydney.