Speakers

John Abernethy - Chief Investment Officer at Clime Investment Management

As Chief Investment Officer, John Abernethy has overall responsibility for funds management at Clime Investment Management. John has over 25 years’ experience in funds management and corporate advisory services. Prior to establishing Clime, John’s roles included ten years at NRMA Investments as the head of equities, where he successfully managed investment portfolios totalling $2 billion. John founded Clime (formerly Loftus Capital Partners) in 1996. John is a regular writer of articles and his opinion is widely sought after. He has recently been published in The Australian Financial Review, The Australian, Eureka Report, Business Spectator and many more, as well as appearances on ABC, Sky News and CNBC.

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 strategist with Macquarie Bank. His is a former Federal Treasury and OECD economist, and a graduate of Harvard University. David is also the author of Australia’s most comprehensive book on exchange traded funds.

Jason Beddow - Managing Director at Argo Investments

Jason was appointed as Managing Director of Argo Investments Limited in February 2014, after four years as Chief Executive Officer. After completing an engineering degree whilst working in the mining industry, Jason became a research analyst in the resources sector with Hartley Poynton and Deutsche Bank. He then moved to funds management in 2001 when he joined Argo as an investment analyst. He was appointed Chief Investment Officer of Argo in 2008 and Chief Executive Officer in 2010. He is also Managing Director of Argo Global Listed Infrastructure Limited. Jason is also a member of the investment committees of Charles Sturt University and Royal Far West (a non-government organisation providing health services to children living in rural and remote NSW).

Andrew Braun - Head of Marketing at netwealth

Andrew Braun is Head of Marketing at netwealth. He has spent over 15 years working with digital technologies as a technician, strategist and marketer.  Andrew has lived and breathed the life of a technology start-up a number of times, developed mobile websites and created disruptive business models. He has also been involved in the development of websites, email systems, CMS systems, mobile websites, banking and accounting software, portals and intranets.He is passionate about how the internet and new technologies influence us, our wealth, our relationships and how we do business.

Jenny Campbell - Partner at Allens

Few can match Jenny's depth of experience in defending class actions. She played a key role in the defence of the Aristocrat shareholder class action (the first securities class action in Australia to proceed to trial) and is involved in the defence of shareholder class actions against Leighton Holdings and QBE. She is acting for ABN Amro and the Commonwealth Bank in separate class actions relating to structured financial products and on Westpac's defence of the bank fees class actions. She also advises on class action exposure and risk issues, and writes and presents extensively on class actions issues.

Peter Costello - Chairman of the Australian Future Fund

Peter Costello was elected a Member of the Australian House of Representatives for the seat of Higgins in March 1990 and re-elected on six subsequent occasions. Mr Costello was elected Deputy Leader of the Liberal Party of Australia in May 1994. He was Treasurer of the Commonwealth of Australia from 11 March 1996 to 3 December 2007, the longest serving Treasurer in Australia’s history. After leaving Parliament Mr Costello served as Member and then Chairman of the Independent Advisory Board to the World Bank in Washington 2009-2014. Mr Costello is Chairman of the Australian Future Fund, now holding around $120 billion in assets, and is also Chairman of the Nine Entertainment Corporation. In January 2011 he was made a Companion (AC) in the Order of Australia.

Louise Davidson - Chief Executive Officer at ACSI

Appointed CEO in April 2015, Louise has more than 20 years’ senior expertise in the financial services and superannuation industry.  She joined ACSI from Cbus, where, as Investment Manager, ESG, she was responsible for the integration of ESG issues within Cbus’ investment processes. In 2015 Louise was named Victoria’s Local Hero in the Australian of the Year Awards for her work as the co-founder and National Chair of the Mother’s Day Classic Walk/Run for Breast Cancer Research.  Established in 1998, this ongoing national event has raised in excess of $30m for breast cancer research. Louise is a Director of the Peter MacCallum Cancer Centre.

Elio D’Amato - Director of Research & Education at Lincoln Indicators

Initially joining Lincoln Indicators as an equities analyst, Elio D’Amato now heads up the Stock Doctor research team. He is also the company’s chief educator and key media spokesman. You may recognise him from regular segments on ABC and Sky Business television networks. Elio’s role includes hosting Lincoln’s webinars and presenting at a wide range of industry events and investment workshops. He is also responsible for our corporate partner relations and assists with business development.

Bill Dodd - Educator and ASA Member

Bill Dodd 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.

Paula Dwyer - Chairman at Tabcorp & Healthscope

Paula Dwyer has been Chairman of Tabcorp since June 2011 and Non Executive Director since August 2005. Paula is Chairman of Healthscope Limited, and a Director of Australia and New Zealand Banking Group Limited and Lion Pty Ltd. She is also a Member of the ASIC External Advisory Panel and the Kirin Holdings International Advisory Board. Ms Dwyer was formerly a Director of Leighton Holdings Limited, Suncorp Group Limited, Foster's Group Limited, David Jones Limited, Astro Japan Property Group Limited and is a former member of the Victorian Casino and Gaming Authority and of the Victorian Gaming Commission from 1993 to 1995. Ms Dwyer had an executive career in finance holding senior positions in investment management, investment banking and chartered accounting.

Tim Eisenhauer, Managing Director at OnMarket BookBuilds

Tim Eisenhauer is a Managing Director at OnMarket BookBuilds, an Australian financial technology company behind OnMarket. Tim was previously Head of Product Development for Asia at Standard & Poor’s (S&P) and lead S&P Indices' expansion into Asia, launching 30 new innovative indices in collaboration with major Asian securities exchanges, ETF issuers, and structured product issuers. Before his time in Asia, Tim spent four years in New York as Global Head of S&P’s Strategy Custom Index division. Tim was also previously Head of S&P Indices in Australia.

Jordan Eliseo - Chief Economist at ABC Bullion

Jordan Eliseo is an economic analyst and financial market commentator with more than 20 years experience in investment markets. Over the last two decades he has worked for a number of leading asset managers in Australia and overseas, including BT Funds Management, Deutsche Bank, Cazenove, JP Morgan and AMP Capital. He is the author of "Dire Straits: Money for Nothing – Debt for Free", a look at the root cause of the Global Financial Crisis and its aftermath, as well as “Gold for Australian Investors”. A gold bull since 2003 when he set up his own precious metal investment vehicle, Jordan has worked for ABC Bullion since 2013.

Shayne Elliott - Chief Executive Officer at ANZ Banking Group Limited

Shayne Elliott joined ANZ Bank as CEO Institutional in June 2009 and in 2012 was appointed Chief Financial Officer. In this role he was responsible for all aspects of Finance as well as Group Strategy, Legal, Treasury, Investor Relations and Mergers and Acquisitions. Shayne has more than 30 years’ experience in international banking including in Australia, New Zealand, USA, UK, Asia Pacific and the Middle East. Prior to ANZ, Shayne held senior executive roles at EFG Hermes as Chief Operating Officer covering Technology, Risk, Marketing, Operations and HR. He has also held various senior positions across geographies and business sectors with Citigroup for 20 years.

Saul Eslake - Economist & Vice Chancellor's Fellow at University of Tasmania

Saul Eslake worked as an economist in the Australian financial markets for more than 25 years, including as Chief Economist at McIntosh Securities (a stockbroking firm) in the late 1980s, Chief Economist (International) at National Mutual Funds Management in the early 1990s, as Chief Economist at the Australia & New Zealand Banking Group (ANZ) from 1995 to 2009, and as Chief Economist (Australia & New Zealand) for Bank of America Merrill Lynch from 2011 until June 2015. In July 2015 Saul started up his own economics consultancy business, operating out of Hobart, and has also recently taken up a part-time position as a Vice-Chancellor’s Fellow at the University of Tasmania.

Dean Fergie - Director and Portfolio Manager, Cyan Invesment Management

Dean has over 25 years experience in the funds management industry covering all major asset classes. He holds several formal qualifications including: Master of Applied Finance; and Bachelor of Engineering (Civil) and is a regular contributor to www.livewiremarkets.com. Dean has lectured for the Securities Institute of Australia and is a Graduate of the Australian Institute of Company Directors. 

Rudi Filapek-Vandyck - Founder/Editor at FNArena

Rudi Filapek-Vandyck has been in journalism for nearly three decades, with the past twenty-one years in finance. After publishing his own journals and magazines (in print) he successfully built up an electronic financial news service in the Netherlands between 1995-2000. Since arriving in Australia he has been involved with setting up various publications and services. As founder/editor of FNArena, he has developed various unique features and tools that today assist investors who conduct their own market research. Rudi appears regularly on Sky Business and regularly travels through the country to present and showcase his analyses to investors.

Graham Hand - Founder & Managing Editor at Cuffelinks Newsletter

Graham has 40 years’ experience in financial markets, starting at the Commonwealth Bank in 1976 where he headed New Issues before becoming General Manager, Capital Markets. From 1988, he was Deputy Treasurer at the State Bank of New South Wales, and from 1995, he was Managing Director, Treasury at NatWest Markets Australia. Graham then embarked on full-time writing and consulting roles, where his clients included AMP, Westpac, Commonwealth Bank, Colonial First State, CUSCAL, Travelex and Arab Bank. He has published two books and articles have appeared in Euromoney, International Financing Review and Money Management magazines, as well as websites Crikey and Banking Day. In partnership with Chris Cuffe, Graham Hand is Founder and Managing Editor of Cuffelinks Newsletter.

Dion Hershan - Managing Director and Head of Australian Equities at Yarra Capital Management

Dion is responsible for leading the Australian Equities team, focusing on large cap equities. Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position held since July 2007. He was previously a Fund Manager at Citadel Investment Group based in New York where he managed a long/short portfolio. Dion also worked as an Analyst and Fund Manager for Boston-based Fidelity Investments, where he was responsible for managing a diversified fund. Before moving to the US, Dion worked at Boston Consulting Group where he undertook financial and quantitative analysis, project and client account management.

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.

Alan Hull - Founder/Owner at AlanHull.com

Alan Hull is a very well known leading expert on the Australian stockmarket and the best-selling author of “Invest My Way’, ‘Trade My Way’ and 'Active Investing', all by Wrightbooks. Alan specializes in technical trading and is the creator of the Hull Moving Average, which is used extensively by traders and chartists around the world. He is one of a very small handful of market analysts who successfully navigated the global financial crisis of 2008.

Ian Irvine - Head of Customer & Business Development at ASX Limited

Ian Irvine has experience in sales, marketing and business development in a career spanning over 40 years and has been working in financial services since 1986. Joining ASX in 2003, Ian is Head of Customer & Business Development. One of his key responsibilities is educating investors and advisers on a range of ASX products, including mFund. Before joining ASX, Ian worked in retail banking at Westpac for 10 years followed by seven years at AMP. Ian has been a trustee of a self-managed super fund since 1996.

Craig Israelsen - Developer of the 7Twelve Portfolio

Craig Israelsen holds a Ph.D. in Family Resource Management from Brigham Young University. He has taught at both Brigham Young University and the University of Missouri-Columbia. He now teaches as an Executive-in-Residence at Utah Valley University in the Personal Financial Planning Program. Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. His research has also been published in numerous journals including the Journal of Financial Planning, Journal of Asset Management (U.K) and the Asia Financial Planning Journal (Singapore). Dr. Israelsen is also the developer of the 7Twelve Portfolio and the author of three books, his most recent titled “7Twelve: A Diversified Investment Portfolio with a Plan.”

Chris Kallos - Healthcare Equity Analyst at Morningstar Australasia

Chris Kallos, CFA, is a sell-side equities analyst with 18 years’ experience in both Australian and US stocks. Prior healthcare analyst roles to Morningstar, include Edison Investment Research (London) and Zacks Investment Research (Chicago). Chris also worked with the Australian Stock Exchange (ASX) as a Biotechnology Industry Specialist to support specific industry initiatives culminating in the release of “The Code of Best Practice for Reporting by Life Science Companies”. Prior to the ASX role, Chris covered the Australian Healthcare & Biotechnology sector as lead healthcare analyst for Assirt Equities Research (Sydney, Australia) (now Morningstar Australasia).

James Kirby - Wealth Editor at The Australian

James Kirby, The Australian's Wealth Editor, is one of Australia's most experienced financial journalists. He is a former managing editor and co-founder of Business Spectator and Eureka Report and has previously worked at the Australian Financial Review and the South China Morning Post. He is a regular commentator on radio and television, he is the author of several business biographies and has served on the Walkley Awards Advisory Board.

Alan Kohler - Publisher of The Constant Investor

Alan Kohler has been a financial journalist for 46 years, starting as a cadet on The Australian. He has been the editor of both the Australian Financial Review and The Age. He was the Chanticleer columnist for the Financial Review twice, and in 1995 joined the ABC, first as a reporter on the 7.30 Report and then as host of Inside Business and finance presenter on ABC news, which he still does. In 2005 he launched Eureka Report and in 2007 he became the CEO of Business Spectator. Currently Alan’s roles include editor of The Constant Investor; business editor at large of The Australian and adjunct professor in the business faculty of Victoria University.

James MacKenzie - Chairman of Victorian Funds Management Corporation and Development Victoria

James MacKenzie is an experienced Australian company director. He currently serves as Chairman of Victorian Funds Management Corporation and Development Victoria, President of the Victorian Arts Centre Trust and director of Building Queensland and Maurice Blackburn Lawyers. James was previously Chairman of the Transport Accident Commission (TAC) and Worksafe Victoria, director of Melco Crown Entertainment, Managing Director of Funds Management and Insurance at the ANZ Banking Group, Chief Executive Officer of Norwich Union Australia, and TAC Chief Executive Officer. He has been a member of the COAG Business Advisory Forum and a previous director of VFMC. In 2001, he was awarded the Centenary Medal for services to Public Administration.

Geoff Malkin - Managing Director at BondAdviser

Geoff Malkin has worked in fixed interest markets for more than 30 years servicing private clients, fund managers and offshore central banks. Recognising the lack of education and transparency in fixed interest markets in Australia, he co-founded BondAdviser in 2013 to provide information and independent research recommendations on ‘direct’ ASX and unlisted income securities. Geoff believes strongly in the role of fixed income in investment portfolios, particularly for retirees or people approaching retirement and is passionate about developing a more diverse retail bond market in Australia. Geoff started his career on the fixed income desks at JBWere and Ord Minnet then held senior management roles at DBSM (now UBS), Fay Richwhite and Grange Securities.

Rob Markham - Managing Director Asia Pacific at VectorVest Australia

Rob Markham has held senior executive positions in major financial services organisations in Australia, NZ, UK and South Africa and has experience in investing across a wide range of asset classes in Australia, Asia, the USA and South Africa. As Managing Director Asia Pacific for VectorVest Australia, Rob runs training seminars across the Asia Pacific in share market investing. Rob has a degree in economics and has completed management programs at INSEAD (European Business School France) and Templeton College, Oxford University (UK). Rob is a trustee of his family’s Australian SMSF and has a particular interest in helping self-funded retirees secure their financial future.

Stephen Mayne - Director at Australian Shareholders’ Association

Stephen is a Walkley Award winning business journalist who has worked for major metropolitan newspapers. He founded Crikey.com and currently publishes the corporate governance e-zine www.maynereport.com. Stephen has asked questions at more than 400 AGMs and discusses shareholder, business and governance issues extensively in the media. A former press secretary in Jeff Kennett’s media unit, he was a City of Manningham councillor for more than 3 years and has served on Melbourne City Council.

Lindsay Maxsted - Chairman at Westpac Banking Corporation

Lindsay Maxsted was appointed Chairman at Westpac in 2011. He is also Chairman of Transurban Group, a Non-executive Director of BHP Billiton Limited and BHP Billiton plc, and the Managing Director of Align Capital Pty Ltd.  He is a Director of Baker IDI Heart and Diabetes Institute, a Member of the Advisory Board of Coolmore Australia, and a Fellow of the Australian Institute of Company Directors. Mr Maxsted was formerly a Partner at KPMG and was the CEO of that firm from 2001 to 2007.  His principal area of practice prior to his becoming CEO was in the Corporate Recovery field managing a number of Australia’s largest insolvency / workout / turnaround engagements. Mr Maxsted is also a former Director and Chairman of the Victorian Public Transport Corporation.

Richard Murray - Group Chief Executive Officer & Executive Director at JB Hi-Fi

Richard is a Chartered Accountant with over 20 years’ experience in retail and finance. Richard joined JB Hi-Fi as CFO in 2003 and took the business through the IPO process. Prior to this Richard was an Associate Director in the Corporate Finance Group of Deloitte. Richard was appointed to the Board of JB Hi-Fi in June 2012 and became Group CEO on 1 July 2014. He is currently Chairman of the Australian Charities Fund Employee Leadership Initiative, which aims to encourage Australian businesses to set up Workplace Giving Programs. To date JB Hi-Fi’s workplace giving program, Helping Hands, has 70% staff participation and has raised more than $10m for its charity partners.

Jamie Nemtsas - Managing Director at Sornem Private Wealth

Jamie Nemtsas is Managing Director of Sornem Private Wealth and of Murray River Organics, Australia’s largest organic dried fruit company Murray River Organics. Jamie has worked in wealth and asset management for 18 years. He is a co-author of the book ‘You don’t have to be rich to become wealthy: The Baby Boomers Investment Bible’ the founder and a contributor to the Unconventional Wisdom Journal and is a regular speaker in the finance sector.

Tim Poole - Chairman at Aurizon Holdings, McMillan Shakespeare & Lifestyle Communities

After qualifying as a Chartered Accountant and working with Price Waterhouse for six years, Tim Poole spent the next twelve years with Hastings Funds Management as an investor in predominantly infrastructure projects around the world. Tim was the Managing Director of Hastings from 2005 to 2007. He currently has a range of non-executive roles including Chairman of Aurizon Holdings, McMillan Shakespeare and Lifestyle Communities and as Director of Reece. Tim has a special interest in strategy development and execution; capital expenditure (adequacy of returns); acquisitions; and capital markets transactions.

Elaine Prior - Managing Director / Senior Analyst at Citi Research

Elaine Prior covers ESG/sustainability research for Citi’s fund manager and superannuation fund clients. An award-winning “ESG pioneer”, her research covers sustainability issues for ASX listed companies, to help clients assess valuation impacts or risks, or to engage with companies to encourage risk mitigation or broader positive change. Prior to joining Citi in 2007, she held roles in investment research and funds management since 1987, focusing on the resources sector. Elaine was a top-rated BHP analyst for several years. With degrees in Chemistry, Petroleum Engineering and Antarctic Studies Elaine has previously worked as an oil industry engineer in the UK North Sea and Australia, and on environmental projects for Antarctic and Arctic tourism.

Jonathan Reyes - Portfolio Manager / Analyst at AMP Capital

Jonathan Reyes is responsible for the analysis of infrastructure companies in North America and Asia Pacific at AMP Capital. He joined the financial industry in 2002 having held roles in the US and Sydney across a broad range of sectors. He has focused exclusively on listed infrastructure since 2009. Before joining AMP Capital in December 2010, Jonathan held positions with RARE Infrastructure in Sydney and Bear Stearns & Co. in New York. Most recently, Jonathan was an investment analyst with RARE Infrastructure where he covered Australian and emerging markets infrastructure securities. He holds a Bachelor of General Studies in Economics from the University of Kansas.

Nikki Thomas - Head of Research and Portfolio Manager at Magellan Asset Management

Nikki Thomas joined Magellan in January 2007 with responsibility for research coverage of the Franchises sector. She took responsibility for managing the Franchises team soon thereafter and was promoted in 2011 to Portfolio Manager, a role in which she works closely with Lead Portfolio Manager, Hamish Douglass, on investment strategy and portfolio management of the Global Equity strategies. Nikki’s role was expanded in December 2014 with her promotion to Head of Research. Prior to Magellan, Nikki spent 14 years in institutional stockbroking, holding equity analyst positions at BT Securities and at Deutsche Bank, where she was heavily involved in the development of valuation tools for use across the research team.

Andrew Watson - National Head of Class Actions at Maurice Blackburn

With more than 20 years’ experience in litigation, Andrew Watson heads up Maurice Blackburn’s national class actions department, which is Australia’s largest plaintiff class action legal practice. He has overseen the nation’s biggest class action cases, including the first Australian shareholder class action recovery against GIO, the $250 million product liability class action against DePuy over faulty hip implants, and the record-setting $800 million recoveries for people affected by the Victorian Black Saturday bushfires of 2009. In addition, his practice has helped shape the shareholder class actions landscape in Australia, delivering the five highest shareholder class action recoveries in the country – all in excess of $100 million.

Malcolm Whitten - Portfolio Manager & Senior Analyst at Nikko Asset Management

Malcolm joined Nikko AM in 1994. He has 25 years’ investment experience and is a CFA charter holder. He has held portfolio manager responsibilities since 1995. Malcolm is also responsible for preparing portfolio construction and risk exposure reports and participating in the peer equity research review process. Malcolm co-manages the Nikko AM-Tyndall Australian Share Income Fund and an Institutional Share Income mandate. He has analyst responsibilities for A-REITs.

Daryl Wilson - Chief Executive Officer at Affluence Funds Management

With over 25 years’ experience in finance and funds management, Daryl Wilson has learned a lot about how markets work and why most investors in Australia get a raw deal. He formed Affluence Funds Management in 2015 to give everybody access to the family office investing model used by the ultra-wealthy. Daryl believes in “investing differently”. This means being contrarian, patient, value focused and properly diversified. Daryl leads a small team of similarly passionate investors and together they manage the Affluence investment funds and try to provide some great investment ideas along the way to anyone who wants them.