Expert Speakers Include:

Astrid Raetze

Partner at Baker and Mackenzie

She specialises in financial services, derivatives, financial products and FinTech. Her positions at Baker & McKenzie include – co-Head of the Global FinTech Group, Head of the Global Derivatives Group and Head of the Global AML Group. She advises on FinTech, derivatives, financial services, regulatory issues and financial products.

Shane Miller

Director, Product & Sales, Chi-X

Shane is the business and project lead to develop an Investment Products market, introducing competition for the quotation of Warrants and Exchange Traded Funds (ETFs) to the Australian market. He is also responsible for the establishment of a joint partnership index business  specifically designed for retail investors.

Petko Kalev

Professor in Finance and Director Centre for Applied Financial Studies, University of South Australia

Professor Kalev has several research interests ranging from Capital Markets, Market Efficiency, Corporate Finance and/or Corporate Governance to Funds Management and Behavioural Finance.

Justin Walsh

Director, Australia and New Zealand FTSE Russell

Highly motivated senior funds management sales executive with strong experience across sales, consultant relations, relationship management, asset consulting and manager research. Experience spans the institutional and retail markets.

Alexander Prineas

Associate Director, Manager Research at Morningstar

Alex is responsible for conducting qualitative research on Australian and New Zealand fund managers and their funds. Alex worked as a research analyst for Morningstar in the United Kingdom from February 2009 to September 2011.

Vinnie Wadhera

Director – Institutional Business and National Accounts, Beta Shares

Vinnie is responsible for BetaShares’ distribution strategy to institutional investors and financial advisory groups. Vinnie has extensive experience in the investment management industry. He has held senior distribution roles with ING Australia, Allianz Dresdner Asset Management and Third Link Investment Managers.

Gemma Dale

Director, SMSF and Investor Behaviour, NAB

Dale is responsible for curating and developing NAB’s suite of SMSF solutions across banking and wealth – including product, marketing and distribution. She is a regular media and industry commentator discussing opportunities and legislative developments for SMSF trustees.

John Caulfield

Vice President, Institutional Business Development, Van Eck

Caulfield is responsible for driving growth in Australia across Van Eck Global’s active and ETF capabilities. He comes to Van Eck from FTSE, where he was responsible for growing FTSE’s domestic business. Previously, Caulfield was a relationship manager at the London Metal Exchange.

Tim Bradbury

VP, Client Coverage, MSCI

An experienced financial services executive who believes in combining innovative thinking and products with technology to build value in successful and growing businesses. He has proven record of designing, implementing and shaping the profile of businesses across all areas.

Nicki Ashton

Head of Strategic Partnerships, Russell investments

With 20 years of experience as senior executive roles and advising Boards in the financial markets sector, Nicki has consistently demonstrated her ability to influence, formulate, implement and manage highly successful corporate and business strategies to optimise clients and stakeholder value.

Rita Da Silva

Financial Services Partner, Ernst & Young

Rita has significant experience in assurance, compliance and advisory services, specialising in wealth and asset management. She has gained extensive experience by working with leading financial services organisations.

David Foodey

Co–Head of Program Trading Asia Pacific & Co–Head of Cash Execution, Australia Deutsche Bank

David has over twenty years experience in the securities industry commencing in London in 1993. Since 2007 David has been actively involved in the development of the Australian ETF market whereby Deutsche is the leading market maker. David has a Bachelor of Economics from ANU and is a qualified CA.

Darren Howard

Financial Planner – SMSF Specialist, Merit Planning East

Darren Howard has been working in financial markets since 1988. He is an expert in SMSF technical and investment strategies, ensuring members extract the maximum benefits and efficiencies from their fund.

Pat Garrett

CEO, Six Park Asset Management

Experienced financial services executive with over 27 years experience spanning small start-up ventures as well as senior positions at JP Morgan.Successful track record and diverse skill set spanning multiple roles as investor, manager and strategic consultant.

Nick Mitchell

Head of Distribution, Netwealth

Nick’s primary focus is to oversee the national distribution of Netwealth’s platform, managed account and investment capabilities. Prior to joining Netwealth, Mitchell worked with BT Investment Management, where he spent over four years as state manager for Victoria and South Australia.

Samantha Shields

Director, Deals Tax Legal, KPMG Law Australia

Damien Sherman

Head of ETF Capital Markets at Vanguard Australia

Damien holds a Bachelor’s Degree in Economics and Finance, a Graduate Diploma in Applied Finance, and is currently studying a Masters of Applied Finance at Monash University. Damien is primarily responsible for secondary market liquidity for the ETF product suite, as well as the implementation of new ETFs.

Michael Elsworth

GM Specialised Research, Lonsec Research

Michael is responsible for the management of the research team in Specialised Research, spanning structured and exchange-traded products. He coordinates sector workflows and overseeing the quality and consistency of the research output.

Chris Brycki

CEO, Stockspot

Chris has over 21 years of investment experience and spent most of his career as a Portfolio Manager at UBS. He holds a Bachelor of Commerce (Accounting /Finance Co-op Scholarship) from the UNSW and is a member of the ASIC Digital Advisory Committee.

Craig Lazzara

MD and Global Head of Index Investment Strategy, S&P Indices

Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics. He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney’s Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers.

Peter Estcourt

CEO, Accounting and Adviser Services, AAS

Peter is the founding director of AAS which provides SMSF and Portfolio administration for financial advisers on behalf of their clients. The business was established in 2010 and since grown to work with over 70 practices around the country.

Thomas Reif

Global Portfolio Strategist, Asia Pacific, State Street Global Advisors

Thomas is a Global Portfolio Strategist for the Asia Pacific region. He re-joined State Street Global Advisors, Australia in November 2016 after a 10 year break. His role is to assist in the development, marketing and maintenance of a range of investment strategies with a particular focus on systematic currency and equities.

Kris Walesby

Kris has worked his way up the ranks from back-office roles at fund management firms to building capital markets teams at iShares, Invesco PowerShares and ETF Securities, both in London and Australia.

Jamie Hannah

Vice President - Investments & Capital Markets, Van Eck

Jamie provides portfolio management and capital market trading across the full range of VanEck’s Australian ETFs. Prior to joining VanEck, Jamie worked at Source ETFs in investment management. Previously Jamie held various roles at ABN Amro, Deutsche Bank, Morgan Stanley, Morgan’s and PricewaterhouseCoopers.

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