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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November 19, 2020
Detailed insights and analysis into the unit pricing governance framework and the single biggest operational risk in unit pricing i.e tax provisioning and tax true ups
November 26, 2020
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