Expert Speakers Include:

Marc Rubenfeld

CIPM, Head of Eagle Solutions EMEA/APAC, Eagle Investment Systems

Senior member of the Eagle leadership team who fuels long-term growth by focusing on business development in the EMEA and APAC regions. Marc is a thought leader who manages a global team that works closely with sales, marketing, product, services, and support to advance new and add-on business opportunities.

Dave Spaulding

DPS, CIPM, MD, The Spaulding Group (USA)

Dave is a prolific writer, having written numerous articles for various publication and is the author of four books. He served in the United States Army for five years, where he earned the rank of Captain. He held various leadership positions with the Field Artillery while serving with the 25th Infantry Division and the Field Artillery School.

Ambika D’Souza

CIPM PMP, Vice President, Global Head of GIPS®, State Street Global Advisors, USA

A senior professional with extensive strategic, operational, project management and domain knowledge in the field of performance and analytics, both in the US and internationally. Ambika’s group is responsible for ensuring GIPS®compliance globally and implementing the one Global GIPS® “firm”.

Celeste Carls

VP Product Specialist at BISAM

Based in Sydney and responsible for the APAC region, Celeste provides comprehensive product knowledge to prospects & clients working closely with Sales & Product Management teams. Celeste originally joined BISAM’s New York office in 2012 as a Principal Implementation Consultant for the Americas.

Carl Bacon

CIPM, Non-Executive Chairman at StatPro, UK

Carl’s expertise in risk, performance measurement and GIPS enables him to add value to product development and StatPro’s business strategy. As he continues to publish and teach in these fields, external market knowledge is brought to the StatPro Board.

Andrew Colin

Director, Flametree Technologies

Andrew Colin is a financial analyst specializing in portfolio theory, one of the first to apply chaos theory to financial market. He has worked at or consulted for Citibank London, Zurich Investment Management, the Commonwealth Bank, Suncorp Metway, Chubb Security, Arthur Andersen, EDS, Alcatel and the Royal Australian Navy.

Kyle Ringrose

Principal, Athena IOC

Following retirement from full time work as Head of Investment Operations at QSuper Kyle is available for short term financial services consulting opportunities, particularly in the superannuation industry. Kyle is keen to help other organisations leverage his skills and experience.

Dr. Alistair G. Rew

Head of Alpha Strategies,AMP Capital

Alistair is responsible for hedge fund, private equity and opportunistic investing and portfolio management. Previously Alistair was employed at XL Group where he worked for more than eight years in London, New York and Sydney and was promoted to the role of Managing Director (2007-2011).

Simon Elimelakh

CFA, Head of Investment Risk and Portfolio Analysis at NAB Asset Management

Simon has more than 20 years of investment experience in Australia having worked in senior roles for several major domestic and international funds management and consulting firms including Ibbotson Australia, BT Investment Management, Rothschild Asset Management and (MSCI) BARRA.

Mark R. David

CFA, Director of Performance, Risk & Analytics Meradia Group (USA)

With 37 years of industry experience, Mark has the unique ability to take innovative investment concepts and bring them to life by assembling the requisite math, data and tools. As a thought leader in his field, Mark speaks regularly at industry forums, and has published several ground-breaking articles on performance attribution.

Estelle Liu

AIAA Quantitative Analyst, Mine Wealth + Wellbeing

Eric Lapham

Senior Vice President Global Head of Sales, State Street Global Exchange

Eric has nearly 30 years of software and services experience. Prior to State Street Eric was at BISAM as the head of sales and was responsible for quadrupling revenue growth over four years.

Michael Dawson

Vice President, Analytics Manager Australia & NZ at FactSet

Graduating from University of Sydney, in 2004, Michael has worked with the Asset Management industry for over 11 years concentrating on Performance, Attribution and Risk solutions, as well as Data Management & Workflow.

Attendee Information


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