MC

         

                                                                            Philip Muscatello
                                                                 MC, podcast host and ASA Member

Phil is the creator, host and producer of the Shares for Beginners, Stocks for Beginners and ETFs for Beginners podcasts. Proudly independent, created single-handedly in 2019, and achieving over 2 million listens in over 190 countries around the globe. 

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    SPEAKERS

Christine McLoughlin AM
Chair, Suncorp

With a diverse career and broad set of insights and experience gained over more than three decades,
Christine McLoughlin AM has been a prominent figure in leadership and governance within some of Australia's largest and most regulated industries, while also playing a significant role in the fields of education, tourism, events and sporting sectors.
  

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Philip Chronican
Chair, NAB

Philip Chronican is Chair of National Australia Bank Limited (NAB) and has more than 40 years of experience in banking and finance in Australia and New Zealand.   

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Joe Aston
Former AFR Rear Window Columnist

Joe Aston is one of Australia’s most influential commentators on business, finance and politics.

For 12 years he struck fear into the hearts of the nation’s political and corporate leaders with his must-read column Rear Window in The Australian Financial Review.

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Debby Blakey
Chair, ACSI and CEO, HESTA

As CEO of HESTA — the $80 billion industry super fund — Debby Blakey leads an organisation dedicated to creating positive outcomes for its more than 1 million members. 

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Patricia McKenzie
Chair, AGL

Non-Executive Director since 1 May 2019 and Chair since 19 September 2022.

Current Directorships: Chair of NSW Ports and the Sydney Desalination Plant group companies.

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Mike Robey
Co-Chair Victorian Company Monitoring Committee

Mike started his working life as a research scientist and spent 10 years with ICI in a range of applied R&D areas. He spent a further 18 years in Telstra in middle and senior management positions and was the founding COO of Telstra’s HK-based mobile Operator HKCSL. 

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Owen Rask
Founder, Rask

Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 200,000 investor followers. 

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Emma Davidson
CEO, Staude Capital Limited
Emma is an accomplished global investment advisor with over twenty years of experience. She spent twelve years working at several London investment banks, set up her our advisory firm in 2011 and then joined forces with Miles Staude in 2016. 

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Mary Delahunty
CEO, ASFA

Mary Delahunty joined ASFA this year and her leadership qualities, industry knowledge, and demonstrated commitment to advancing the sector, align with ASFA’s 60-year-long mission to bring the whole industry together to strengthen the effectiveness of the superannuation system for all Australians.

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Jessica Amir
Market Analyst, Moomoo
Jessica Amir has worked in financial markets for more than 15 years and is an experienced broadcast journalist.  Jessica began her career in markets as a financial adviser with AMP and CBA. 

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                             David Dzienciol                                     Chief Customer/Commercial Officer                                      NEXTDC

David is a highly accomplished executive with a distinguished career spanning Australia and the Asia Pacific region. With extensive experience in the technology industry, including Cloud computing, data centers, and colocation, David brings a wealth of knowledge in driving successful market entry, services management, and Cloud services.

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                               Evan Lucas                                      Author of Mind over Money and financial commentator  

Evan is one of the premier financial media presenters out there. He is a leading voice in the relationships between money, economics and behaviour. 


Miles Staude
CIO, Staude Capital Limited

Miles has over twenty years of experience in trading, investment management and research, covering a wide range of financial markets. He is the Portfolio Manager of GVF and serves as a Director on the GVF board. Miles is also the CIO of Staude Capital Limited.

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                       Andrew Lockhart                           Managing Partner, Metrics Credit Partners
Andrew has more than 30 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. 

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                    Julian Campbell-Wood                    Portfolio Manager, Resolution Capital

Julian joined Resolution Capital in 2013 as a Senior Analyst and was promoted to Core Plus Co-Portfolio Manager in July 2014, and again to Global Portfolio Manager in October 2018. 

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                       Sam Kazacos                        Investment Specialist, Antipodes
Prior to joining Antipodes in 2021, Sam was a Senior Investment Analyst at JANA where he was a member of the global equity manager research team. 

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                    Tracey Wahlberg                  Investment Analyst, Magellan

Tracey Wahlberg joined Magellan in 2021 as an investment analyst in the Franchises team. Prior to joining Magellan, Tracey worked in Hong Kong as an investment analyst for Royal Bank of Canada’s Asian Equity Fund. 

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                       Travis Butcher                       Fund Manager, Charter Hall Social Infrastructure REIT
Travis was appointed Fund Manager of CQE on 26 November 2019 and was previously the Chief Financial Officer of CQE since 2008. 

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                    Senator Andrew Bragg                  Liberal Senator for New South Wales

Senator Andrew Bragg is a Liberal Senator for New South Wales, elected to Federal Parliament in 2019.

Before entering the Senate Andrew held senior positions at the Financial Services Council and the Business Council of Australia.

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                       Howard Coleman                   Director at Teaminvest Private

Howard Coleman is a founder of Teaminvest, a membership organisation for high-net-worth self-directed investors, a founding director of ASX listed TIP Group Ltd, and a member of the investment committee of the Conscious Investor Fund, Corinthian Fund for NFPs, and Teaminvest Access Fund.

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                    Lukasz de Pourabaix                  Global Cross Asset Specialist, Fidelity International

Lukasz commenced with Fidelity International (FIL) in June 2023 as Global Cross Asset Specialist. Lukasz works closely with clients to communicate Fidelity’s broad investment strategy and market views. 

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                       Bec Wilson                          Author, columnist for SMH/Age Money Section and podcaster
Bec Wilson is one of Australia’s most respected authorities on modern retirement and an expert on modern ageing and midlife. 

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                         Jacob Varghese                              CEO, Maurice Blackburn Lawyers 

Jacob Varghese is chief executive of Maurice Blackburn Lawyers. Appointed CEO in 2017, Jacob has steered Australia's leading plaintiff law firm through a period of significant change, which included the COVID-19 pandemic.

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                                                              Phil Slade                              Founder, Decida 

Phil is a behavioural economist, registered psychologist, entrepreneur, award-winning musician, author of best-selling books such as Going Ape S#!t and The Little Book Of Big Emotions, podcast host of The Turnaround Mindset.........

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                         Darin Tyson-Chan                        Editor, smstrusteenews

Darin is the founder and publisher of Benchmark Media, an independent publishing house whose mastheads include  selfmanagedsuper, smstrusteenews, and financialobserver. 

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                                                              Richard White                              Founder and CEO, Wise Tech Global

Richard founded WiseTech Global in 1994. Today it is the major global supplier of logistics execution software covering 174 countries, with ~3,000 staff, and 24 of the top 25 largest Freight Forwarders as customers.                          
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                         Warren Hogan                                           Managing Director, EQ Economics                    Economic Advisor, Judo Bank

Warren’s focus is on the Australian economy, macroeconomic policy and global markets. He is regarded as one of  Australia’s top economic analysts and is a regular in Australian and international media.

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                                                              Don Hamson                             Managing Director, Plato Income Maximiser Limited

Don has over 25 years investment management experience and founded Plato Investment Management Limited in 2006. Don has written a number of white papers on after tax investing and has spoken at many conferences and seminars on this subject.    

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                             Mark Freeman                                     Managing Director, Australian Foundation             Investment Company 
Mark is the Managing Director of the Australian Foundation Investment Company, Australia’s largest listed investment company, and three smaller listed investment companies: Djerriwarrh Investments Limited, Mirrabooka Investments Limited and AMCIL Limited.

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                            Steve Mabb                                      Chair, Australian Shareholders Association 

Steven had a lengthy and successful career in the Footwear Industry, in both Australia and the U.S.   A successful entrepreneur, in 2007 he helped develop and launch the Vionic footwear brand with his business partners in the U.S. and despite beginning in the depths of the GFC, Vionic went on to become a top 20 brand and was subsequently sold to a large U.S. listed company in 2018.

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                             Philip Brown                                    Head of Research, FIIG Securities  

Philip joined FIIG as Head of Research in late 2023 after a 20-year career working for the research teams of banks. He was most recently the Senior Fixed Income Strategist at Commonwealth Bank.......

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                            Jamie Nemtsas                             Director, Wattle Partners 

Jamie Nemtsas is a founder of Wattle Partners, a fee-for-service investment and financial advice firm that specialises in retirement. Jamie’s career spans the corporate and private sector.........  

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                           Julieanne Mills                           Director, Australian Shareholders Association

Julieanne joined the board in 2022 and has been a member of the ASA since 2017 and a company monitor since 2019.  She is an experienced long-term investor who believes in good governance and investing for the future in a rapidly changing world.

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                            Ian Curry                             Director, Australian Shareholders Association

Ian is an Australian Shareholders’ Association (ASA) member and has over 40 years’ experience in the financial services industry working in Australia, New Zealand, Fiji, China, Vietnam, Philippines, Malaysia, Thailand, Indonesia, Singapore, and Hong Kong. 

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                             Ian Irvine                                     CEO, Listed Investment Companies &                   Trusts Association (LICAT)

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, including time at Westpac, AMP and 14 years at ASX to December 2017.

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                               Kathleen Yeung                                     Global Head of Corporate Development                        Qualitas Group

Kathleen leads the corporate development team and is responsible for the planning and execution of projects and retail product strategy. 

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                     Rachel Waterhouse                                                       CEO                                                 Australian Shareholders Association

Rachel has 20 years of business leadership experience within industry and professional associations and the financial services sector. With a background in digital and traditional communications, media, marketing, sales, partnerships, product management.......

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                            Brendan Malone                                               Managing Director and CEO                        Raiz Invest Limited

Mr Malone is the Managing Director and CEO of Raiz Invest Limited. Brendan Malone has over 20 years’ experience in financial institutions including The Royal Bank of Scotland (RBS) and ABN AMRO (AMRO).

 

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                          Henry Jennings                                         Market Strategist and Analyst                                      Marcus Today

Henry started in financial markets in London in the 80s as an option trader before coming to Sydney and spending 7 years at Macquarie Bank including a stint running equity derivatives and cash trading. 

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                          Cameron Gleeson                                               Senior Investment Strategist                       Betashares

Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Prior to joining BetaShares, Cameron was a portfolio manager at Macquarie Asset Management.........


                            


                                    

                         Doug Morris                                                Chief Executive Officer                                               Sharesight                                                                                                         Doug is the Chief Executive Officer of Sharesight and   a leading voice in the Australasian FinTech and SaaS   industries. He began his career with Morningstar, Inc. (NASDAQ: MORN) in Chicago, IL.....

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                             Marc Jocum                                                   Product & Investment Strategist              Global X

Marc Jocum is a Product & Investment Strategist at Global X ETFs Australia. He is responsible for investment research and ETF analysis to facilitate market insights, product development, investment strategy and portfolio construction.

 


                            


                                    

                          Craig Keary                                                             CEO                                                         Selfwealth 

Craig Keary is an experienced Global CEO and Non-Executive Director with experience across Stockbroking, Banking, Wealth Management, Asset Management and Technology.      

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                      Chris Andrews                                       Chief Executive Officer                    La Trobe Financial

Chris Andrews is Chief Executive Officer of La Trobe Financial.

Chris has over 20 years’ experience across asset management, credit and financial services and has held a number of senior roles since joining the business in 2006.

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                        Dr Sam Hupert                                              A Co-Founder & CEO                                          Pro Medicus Limited                                                                                                        A co-founder of Pro Medicus Limited in 1983, Dr Sam Hupert is a Monash University Medical School graduate who commenced Medical Practice in 1980. 

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                             Elfreda Jonker                                                     Portfolio Manager                           Alphinity

Elfreda works closely with the Alphinity Investment teams and the Fidante Business Development team to provide investment insights and service Alphinity’s growing client base.

 

          


                                    

                        Peter Marix-Evans                                                       CEO                                                     SHAPE Australia                                                                                                    Peter was appointed CEO of SHAPE Australia in 2017. He joined SHAPE in 2011 as Group Executive and General Manager of NSW and then became COO in 2016.

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                               Nick Healy                                          WAM Global (ASX:WGB) Portfolio Manager,      Wilson Asset Management

Nick has more than nine years’ global investment experience. Nick joined Wilson Asset Management in 2018 with the inception of WAM Global, after three years at Fidelity International in London.