Leader with 24 years experience in Australian superannuation (pension fund) & investment management industry. Has worked in multiple roles across investment management, superannuation & asset consulting, after 13 years practising as a taxation lawyer. Currently one of two senior people hired in Australia to bring a successful US business to the Australian investment market. Champion of innovation & change in superannuation & investment management. Australia’s pre-eminent expert in after-tax investing for large superannuation funds. Advocate for strong organisational culture anchored in mission, & high fiduciary standards, to achieve business success.

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May 27, 2021
This mini-conference provides valuable insights into asset allocation strategies including life cycle products, the use of derivatives in asset allocations and the perennial debate of active versus passive strategies