Jon Allen

Head of institutional sales and product development, Asia-Pacific, head of Australia, Columbia Threadneedle Investments

Allen joined the company in 2010. Based in Singapore, he is responsible for leading the firm’s institutional business in the Asia-Pacific region. He also heads the product development function in the region across wholesale and institutional channels and has overall responsibility for Australia. Allen has significant experience of Asian distribution and asset ownership. He previously held senior roles at Prudential Asset Management, including heading product development across all asset classes. In this role, he worked closely with domestic manufacturers, distributors and asset owners in all major Asian markets. He subsequently led the establishment of Prudential’s private-equity real estate business in Asia. Allen has also started two alternative investment companies targeting institutional and family-office clients. Prior to this, he worked for more than 10 years at Royal & SunAlliance Investments in London, Hong Kong and Dubai, in a variety of roles. He is a board member of Threadneedle Investments Singapore. Allen has earned a bachelor’s degree in economics from the University of Western Australia.
Chris Artis

Chief investment officer, Meat Industry Employees’ Superannuation Fund

Artis has more than 30 years of experience within the superannuation industry, gained through various roles across government, industry and corporate funds. His knowledge of investment management encompasses policy and strategy settings and implementation within accumulation and defined benefit funds. Artis has a proven track record in manager research and portfolio configuration across domestic and international equities, domestic and international fixed interest, property and cash, gained in senior investment roles with Emergency Services and State Super and Telstra Super. He has experience establishing and managing more than $2.5 billion worth of assets in internal portfolios across cash, term deposits, fixed interest and listed equities. His experience in risk management includes ESG investment policy formulation and investing within the United Nations Principles for Responsible Investment framework at Telstra Super. His broader experience across the superannuation industry includes senior roles in operations, member services, financial planning and fund accounting. Artis holds an MBA from the University of Melbourne, a bachelor’s degree in commerce from Deakin University and a diploma of superannuation management. He has attained FASFA and CPA status.
Mark Astley

Chief executive officer, Millennium Global

Astley is responsible for the implementation and execution of business strategy and overall management of the firm day to day. He also chairs the executive management committee. He joined the firm in 2002 and was appointed to the board of directors in 2008. He is focused on continuing to develop Millennium Global’s objective of delivering the full spectrum of currency investment solutions to global institutional investors through a bespoke operational platform and premier governance infrastructure. Astley began his career at Schroder Investment Management, undertaking research and then managing portfolios in equity, fixed income and foreign exchange markets in Schroders’ London, Hong Kong and New York businesses. Later on, he was responsible for macro strategy in Schroders’ US$3 billion multi-currency fixed income business, focusing on duration management, country allocation and currency overlay. Astley has earned a bachelor’s degree in banking and finance from Loughborough University. He is an associate of the CFA Society of the UK and is registered with the Financial Conduct Authority in the UK and the US Commodity Futures Trading Commission.
Jan Baars

Senior portfolio manager, multi-asset solutions, Colonial First State Global Asset

Baars is responsible for strategic investment advice, quantitative risk management, asset and liability management, and day-to-day portfolio management. Prior to joining CFSGAM in May 2011, he was a founding partner of Worldview Investment Consulting, executive director and member of the global portfolio solutions team at Morgan Stanley Investment Management, and an actuary at Zurich Insurance. Prior to his career in investments, he was a professor of mathematics at both the University of Amsterdam and York University, in Toronto. Baars holds a PhD in mathematics from the University of Amsterdam and is an actuary and member of the Dutch Actuarial Society.
Richard Batley

Manager, asset allocation and research, AustralianSuper

Batley began his career at the UK Treasury, where he worked on the design of the government’s debt issuance strategy, later becoming the UK’s head of foreign exchange reserves management. After leaving public service, he worked in the multi-asset team of Schroder Investment Management, developing the rate and credit spread processes for multi-asset funds. He transferred to AustralianSuper in 2016, where he is responsible for the management of the fund’s balanced option. He has authored a number of articles on contemporary debt management issues and the history of debt capital markets, and has served as economic adviser to the UK House of Commons Treasury Select Committee. Batley has earned a master’s and a bachelor’s degree in economics from the London School of Economics.
Edwin Conway

Managing director, global head institutional business, BlackRock

Conway is responsible for institutional client strategy and the delivery of the entire firm’s investment capabilities to the global institutional client community. He also oversees the global institutional product group, which is responsible for investment product strategy, along with global consultant relations and BlackRock alternative specialists. He is chairman of the global institutional executive committee, and a member of the global operating committee and BlackRock’s alternative investors executive committee. Prior to joining BlackRock in 2011, Conway was a senior managing director at The Blackstone Group, where he headed the investor relations and business development group and was responsible for managing investor relations and business development for all of Blackstone’s investment products globally. Prior to that, he was a managing director and head of investor relations and business development for Blackstone’s hedge fund solutions group. Before joining Blackstone in 2005, Conway was an executive director at Arden Asset Management, where he was responsible for business development and client service. Previously, he spent eight years with Credit Suisse Asset Management, where he held several roles in London and New York, most recently director and head of relationship management and new business development for US public fund and Taft-Hartley clients.
John Daley

Chief executive, Grattan Institute

Daley is one of Australia’s leading public policy thinkers. He has published extensively on economic reform priorities, budget policy, tax reform, retirement incomes and housing affordability. He regularly comments on these issues on radio and television, and in major newspapers and online outlets. He has 25 years’ experience spanning academic, government and corporate roles at the University of Melbourne, the University of Oxford, the Victorian Department of Premier and Cabinet, consulting firm McKinsey and Co, and ANZ Bank. Daley earned a PhD in public law at the University of Oxford in 1999. He has also earned a bachelor’s degree in laws (honours) and a bachelor of science degree from the University of Melbourne, graduating in 1990.
Mark Delaney

Chief investment officer and deputy chief executive, AustralianSuper

Delaney has been in his current role since July 1, 2006. He acts as an adviser to the board, developing and implementing investment strategies and managing the work of investment advisers. He was chief executive of the Superannuation Trust of Australia for three years before the merger with ARF to form AustralianSuper. Prior to that, he worked for 14 years at National Mutual/AXA, making his way from economist to senior manager of investment services. He also spent four years working as an economist in the Federal Department of Treasury. He also a director of Industry Superannuation Property Trust and the IFM Investor Advisory Board. Delaney has a bachelor’s degree in economics (honours) and holds the Chartered Financial Analyst designation.
Dan Farmer

Chief investment officer, IOOF

Farmer is responsible for the overall management and performance of multi-manager Australian equities portfolios. He was appointed portfolio manager, Australian equities, in February 2010. Prior to joining IOOF, he was a senior executive in investments at Telstra Super. Farmer has earned a bachelor’s degree in economics (honours) from La Trobe University in Melbourne, and a master’ degree in commerce (honours) from the University of Melbourne.
Kristian Fok

Chief investment officer, Cbus Super

Fok and his team are responsible for designing and setting the investment strategy for the fund. The team works closely with the investment committee of the board and with the investment management team as they manage investment governance and risk, implement the strategy and monitor the portfolio. He and his team evaluate the market and investment opportunities that will provide returns to members over the long term, within the parameters of the investment objectives of the fund. Previously, Fok was at Frontier Advisors, where his roles included deputy director of consulting, deputy managing director and senior consultant.
Leigh Gavin

Chief investment officer, LUCRF

Gavin joined LUCRF Super as head of investments in May 2016 and is responsible for investment outcomes and managing the Investments team, which incorporates both the investment strategy and investment operations teams. He joined LUCRF Super from Frontier Advisors, where he was a senior consultant from 2007 to 2016, after joining as an analyst in 2002. In his time at Frontier, he held the roles of head of property and head of Australian equities, and was a member of Frontier’s investment committee for many years. He joined Frontier in 2002 from Arthur Andersen, Assurance and Business Advisory. Gavin has earned a master’s degree in applied finance and investments from the Financial Services Institute of Australasia (Finsia), a bachelor’s degree in commerce from the University of Melbourne and a graduate diploma of applied finance and investments from Finsia. He is a fellow of Finsia as well.
Ian Hagtharp

Senior manager, investment performance and risk analytics, NSW TCorp

Hagtharp is working to build TCorp’s risk and analytics capability. He previously held senior roles at MLC and Frank Russell before spending two years working in a start-up business. He is an actuary who has worked for many years in a multi-manager investment environment with a range of responsibilities covering asset allocation, investment consulting, alternatives research and asset/liability analysis. He has wide-ranging interests, including the application of risk analysis techniques, factor analysis and data science tools to the investment industry.
David Hartley

Director, chair of investment committee, Australian Catholic Superannuation

Hartley brings a wealth of knowledge to the fund, given he has more than 30 years’ experience in international and Australian investment markets. He previously spent more than a decade at Sunsuper, where he was a member of the senior executive team and chief investment officer. During this time, the New York-based ai-CIO magazine (now Chief Investment Officer magazine) identified him as one of the top 100 influential CIOs in the world. Prior to joining Sunsuper, he was the director of investment consulting at Russell Investment Group and prior to that he was Mercer’s first CIO. Hartley chairs the investment committee for the University of Sydney Student Managed Investment Fund. He has presented at numerous investment and superannuation industry events. Hartley has earned a bachelor’s degree in actuarial studies from Macquarie University. He is a graduate of the Australian Institute of Company Directors and a senior fellow of the Financial Services Institute of Australasia.
Tim Haywood

Investment director, GAM

Haywood is responsible for the absolute return bond family of funds and various long-only fixed income mandates. He joined GAM following its acquisition of fixed income and foreign exchange specialist Augustus in May 2009. Haywood joined Augustus (then Julius Baer Investments) in 1998 from Orient Overseas International Limited in Hong Kong, where he was chief investment officer. He worked as both CIO and chief executive of Augustus, where he initiated the SICAV and hedge fund business lines. He is a director of GAM International Management. Haywood has earned an MBA from Cranfield University and a bachelor’s degree in chemical engineering (honours) from the University of Edinburgh. He is based in London.
Nick Kelly

Senior investment consultant, Willis Towers Watson

Kelly joined Willis Towers Watson in July 2012. He has more than 13 years of experience in the financial services industry. He is a member of the Australian diversifying strategies research team, focused on real estate, infrastructure and illiquid credit research. Within his illiquid credit research role, he is responsible for global research on real-estate debt and infrastructure debt strategies. Kelly is also a member of our advisory portfolio construction group and portfolio management Australia. Prior to Willis Towers Watson, he spent eight years with PwC, where he was a senior manager in risk and controls solutions. Kelly has earned a bachelor’s degree in accounting and finance from the University of Technology Sydney. He is a CFA charterholder.
Katrina King

Director, research and strategy, QIC

King was appointed to her current role in 2013. She has more than 20 years’ experience in financial services and is responsible for managing research and strategy within QIC’s global liquid strategies team. She drives research into sector rotation, government bonds, currency, inflation and credit markets. She also ensures views are captured in the disciplined scorecard process and that investment recommendations are aligned with these views, and with environmental, social and governance philosophies. As part of her responsibility for research and strategy, King oversees the credit research team, which comprises an experienced global group of credit portfolio analysts. She has direct responsibility for Asian rates views. She first joined QIC as a credit specialist and was later appointed head of macro research. Prior to joining QIC in 2006, King was with JPMorgan. She started in Australia and moved to New York, working in JPMorgan’s structuring team, focusing on credit-card securitisation and Australian residential mortgage-backed securities issued in the US. After relocating to Tokyo, she moved to a syndication role for US and European structured credit issuance in the Asian market. She then moved to London to run the CDO syndicate desk in Europe. King has earned bachelor’s degrees in commerce (honours) and law (honours) from the University of Queensland.
Stephanie Lyons

Chief risk officer, Energy Industries Superannuation Scheme

Lyons is accountable for oversight of EISS’s risk management framework. She is responsible for ensuring that EISS’s risk program is effectively integrated into daily operational processes and for managing the risk reporting process to the board and risk committee. She has more than 12 years’ experience in the financial services industry. Prior to joining EISS, she worked as an external auditor in a large accounting firm, specialising in superannuation, funds management, insurance and banking. Lyons has earned a bachelor’s degree in commerce and is a chartered accountant.
Alistair McGiven

Managing director and head of strategic tilting, Canada Pension Plan Investment Board

McGiven joined CPPIB in October 2008 as a senior portfolio manager, handling the tactical asset allocation portfolio and leading first the portfolio management and research team, then the portfolio construction and research team. Prior to joining CPPIB, he spent 10 years at UBS Global Asset Management in London, where he was a portfolio manager responsible for both an absolute return macro fund and the asset allocation within traditional, long-only, balanced portfolios. Prior to joining UBS, he spent six years working as an economist at the Bank of England in the monetary analysis and international divisions. McGiven has earned a master’s degree from the University of Manchester and a bachelor’s degree in economics from the University of Leicester. He is a CFA charterholder.
Steve McKenna

Head of investment strategy and asset allocation, TCorp

McKenna joined TCorp in May 2015 as part of the amalgamation of the NSW Government’s investment management activities. He now leads the team responsible for portfolio construction. Prior to the amalgamation, McKenna was the chief investment officer at Insurance and Care NSW (icare), which is responsible for the insurance and care schemes, including the Workers Compensation Insurance Fund. His other previous roles include chief investment officer at GESB, a large, Perth-based superannuation fund. He has more than 25 years’ experience in the investment management industry, with roles in funds management, superannuation, private banking and alternatives in Sydney, Perth and London. McKenna has earned a master’s degree in applied finance from Macquarie University and a bachelor’s degree in economics from the University of Sydney. He is also a Certified Investment Management Analyst.
Graeme Miller

Chief investment officer, TelstraSuper

Miller joined TelstraSuper in May 2016. He is responsible for leading the investment team. He works closely with the investment committee to set objectives, formulate strategies and implement portfolios for the benefit of members. He has more than 25 years’ experience in the superannuation and investment industries, and has extensive experience in all aspects of investing. Previously, he was the Australian head of investments at global consulting firm Willis Towers Watson.
Nader Naeimi

Head of dynamic markets and portfolio manager, AMP Capital

Naeimi is responsible for analysis of key macro and market factors influencing global markets. He has more than 20 years of experience in Australian financial markets, including 16 years as part of AMP Capital’s investment strategy and dynamic markets team. His responsibilities also include leading the dynamic asset allocation strategy for the multi-asset group, as well as other macro strategies and asset allocations for several AMP Capital funds. He is a regular media commentator on major investment and financial market matters. Naeimi joined AMP Capital as a senior investment strategist in 2000 and was appointed head of dynamic markets in 2010. Prior to joining AMP, he worked in various investment roles within GIO Asset Management and Bankers Trust Australia.
Vasyl Nair

Chief strategy officer, Mine Wealth + Wellbeing

Nair is responsible for marketing, people, policy, product and strategy functions. He has been in his current role for more than a year. He has a strong background in law and corporate finance, having held roles across operations, strategy, marketing, communications and risk-related functions at some of Australia’s largest financial services institutions, including Westpac Banking Corporation and the Commonwealth Bank. Nair has earned an executive MBA, bachelor’s degrees in laws (honours) and commerce, and a graduate diploma of legal practice. He is admitted to the Supreme Court of NSW as a solicitor, is a graduate of the Australian Institute of Company Directors, and has achieved a certificate of business excellence from the Haas School of Business at the University of California
Paul Newfield

Senior investment consultant, Willis Towers Watson

Newfield has worked with institutional funds on all areas of investment, including governance, strategy, portfolio construction and manager selection. He has been in his current role since 2011. Prior to that, he worked for Mercer for 12 years, where he was involved in numerous senior consulting, actuarial and fiduciary roles in Australia and New Zealand, including chairman of the New Zealand Trustee for its master trust and investment platform, and chairman of the New Zealand operations committee. Newfield is a member of the Australian actuarial committee for the Mercer Super Trust, which looked after the actuarial governance of more than 150 defined benefit plans. He was also previously a chief examiner for the Institute of Actuaries of Australia for Superannuation and Global Retirement Systems. He has written and presented frequently on post-retirement and defined contribution pension issues. Newfield holds a bachelor’s degree in economic sciences and is a fellow of the Institute of Actuaries of Australia. He holds a Chartered Institute of Management Accountants designation.
Ashley Pittard

Head of global equities boutique, BT Investment Management

Pittard has experience in the financial industry spanning more than 20 years, including roles in petroleum economics, global energy investment analysis and 19 years as a global equities fund manager. He has been in his current role for a year. Prior to this, he was an original shareholder, board member and manager of the global equities strategy at PM Capital. His global fund won the Best Australian-Based Global Equity Manager of the Year Award in 2015 from the Australian Fund Manager Foundation and the International Equities (Alternative Strategies) Fund of the Year Award that same year from Zenith and the Professional Planners Association. He is a life member of the Friends of Cambridge University Library, the Bodleian Library Oxford University, the International Society of Petroleum Engineers and the International Association of Energy Economics. Pittard has earned a bachelor’s degree in engineering petroleum (honours) from the University of New South Wales, and a bachelor’s degree in commerce from the University of New England, with a dual major in financial and economic development of emerging economies. He is also a graduate of the Australian Institute of Company Directors.
Alex Proimos

Conference content producer, Conexus Financial

Proimos started his career as a lecturer in finance at Macquarie University. In that role, he published empirical research on venture capital, mergers and acquisitions, corporate governance and finance law. He has also worked as an equities analyst at Intelligent Investor and as an investment manager in the Netherlands, Peru and Haiti. Proimos brings unique insights and vision for the economy, sociology and capital markets, building upon his multidisciplinary experience. He holds a bachelor’s degree in applied finance (honours) and a master’s in business law. He is also a CPA. Proimos received the Chartered Financial Analyst designation in 2006. He is a consultant to the CFA Institute.
Steve Rankine

Executive director, global head of asset management, Hastings Funds Management

Rankine joined Hastings in 2008 and has more than three decades of relevant industry experience. Based in Sydney, he is the global functional lead for asset management. Rankine is chair of the equity asset review committee and the debt investment committee. He is also a member of the executive committee. Prior to joining Hastings, he led Westpac’s debt capital markets business, with responsibilities for project finance, leveraged finance, securitisation, leasing and bond origination. Under his leadership, Westpac became one of the top banks in the syndicated loans, bonds and securitisation markets in Australia, with more than 100 employees in that space, across Sydney, Melbourne, Auckland, Singapore, London and New York. Rankine has had extensive experience on a large number of advisory, project, structured and leveraged finance transactions. He established and managed Westpac’s project and structured debt team and was responsible for its institutional loan portfolio. Rankine has earned a bachelor’s degree in economics from the University of Sydney and is a fellow of both the Financial Services Institute of Australasia and the Institute of Chartered Accountants.
John Redding

Portfolio manager, Eaton Vance

Redding joined Eaton Vance in 1998 and has 25 years of experience in leveraged loans. From September 2005 to April 2012, he was based in London, where he established the bank loan group’s European office, for which he continues to have responsibility. Previously, he focused on credit analysis for the gaming and movie theatre industries, asset-based transactions and stressed loan situations, having served on a number of steering committees for lender syndicates. Before joining Eaton Vance, he worked at GiroCredit Bank and Creditanstalt-Bankverein. While in London, Redding served on the board of directors of the Loan Market Association and chaired the LMA’s insolvency priority group. His commentary has appeared in The Financial Times and Bloomberg publications. Redding has earned a bachelor of science degree from the State University of New York at Albany.
Sally Rose

Editor, Investment Magazine, Conexus Financial

Prior to joining Conexus Financial in October 2016, Rose was a reporter covering financial services for the Australian Financial Review, with a focus on the superannuation sector. Before that, she was the newspaper’s markets reporter. During her five years at Fairfax Media, she also wrote for Business Day and was a regular contributor to the AFR’s accounting and technology pages. Earlier, she was a senior reporter on CFO and Capital magazines. Prior to that, Rose held the role of blogger-in-chief for Global Access Partners, where she oversaw online communities Open Forum and First 5000. Rose holds a diploma in visual arts, painting, from Australian National University and a bachelor’s degree in philosophy from the University of Newcastle.
Graeme Russell

Chief executive and chief investment officer, Media Super

Russell has senior management experience in financial services, business services and the media, as well as management and consulting experience in international education and training. He was chief executive of First Super from 2008 to 2013. He was previously chief of staff for the Victorian Minister for Public Transport and the Arts, and held senior international roles with University of Melbourne companies, including extensive experience working in the Middle East and Asia. He held several senior executive roles at STA Travel and with a Melbourne newspaper publisher. His started his career as a chartered accountant in a small practice. Russell was an independent director of JUST Super from 1989 to 2008 and of Media Super from 2008 to 2010, following the merger of JUST Super with Print Super. He was also an independent director of the Timber Industry Super Scheme prior to its merger with two other funds in 2008 to form First Super. Russell is now a director of Innovation & Business Skills Australia. He is also a member of the Australian Institute of Superannuation Trustees (AIST) education committee. He has held senior community leadership roles, including as a councillor and mayor of Collingwood. Russell has earned a bachelor’s degree in business and a graduate diploma of applied finance. He is a fellow of the Institute of Chartered Accountants, AIST and the Australian Institute of Company Directors.
Leigh Sales

Journalist and anchor of 7.30, ABC TV

Sales is an award-winning author and journalist at the Australian Broadcasting Corporation and currently anchors the prime time flagship program 7.30. From 2001 to 2005, she was the ABC's Washington Correspondent, covering stories including the aftermath of September 11, the wars in Afghanistan and Iraq, the 2004 Presidential election and Hurricane Katrina. From 2006 to 2008, Sales was the ABC's National Security Correspondent, before becoming the anchor of Lateline. In 2005, Sales won a Walkley Award, Australia's highest journalism honour, for her coverage of Guantanamo Bay and the case of David Hicks. In 2012 Sales was again presented the prestigious Walkley Award for best interviews for her work on 7.30. She's the author of two books, Detainee 002. Her second book, On Doubt, was published in 2009 and a second edition was released in 2017 with an updated section about the Trump post-truth era. Her third book will be published in 2018. She co-hosts a wildly popular culture podcast with her friend Annabel Crabb called Chat 10, Looks 3 about books television, films and cooking.
Steve Shepherd

Head of Asia-Pacific, CFM

Shepherd joined CFM in January 2012 and moved to Tokyo in June 2012 as head of Asia-Pacific and representative director of CFM Asia KK, the Asian hub of the firm. His responsibilities include development of the Asia-Pacific investor segment of CFM’s capital structure, enhancement of IT infrastructure in Asia, broadening of the firm’s trading markets, and the maintenance of relationships with local and regional counterparties. Prior to his current role, Shepherd was with the hedge fund investments group at the Canada Pension Plan Investment Board (CPPIB) for six years. In his most recent role there, as senior portfolio manager, he was responsible for the selection of managers engaging in quantitative strategies, portfolio active risk-allocation decisions, and the development and management of portfolio analytics. He joined CPPIB subsequent to working as head of risk management in a discretionary fixed income hedge fund. Shepherd has had a career in various domains of engineering, technology and finance, straddling three continents. His educational background spans electrical engineering, generative linguistics and finance; he has earned degrees from McGill University and the University of Toronto.
Sam Sicilia

Chief investment officer, Hostplus

Sicilia has 20 years’ experience in the finance industry across a number of senior roles, including director of investment consulting with Russell Investments, senior manager at Bank of Ireland Asset Management, senior consultant with Frontier Investment Consulting, senior asset consultant with Towers Perrin, and director of investment manager research for Towers Perrin in the US. Sicilia’s formal qualifications include a PhD in mathematical modelling from Monash University.
Max Swango

Managing director, director of client portfolio management, Invesco

Swango has been with IRE since 1988 and he has been in his current role for 18 years. He is a member of the Invesco core real estate and value-added funds steering committees. He is responsible for developing and managing real-estate investment strategies for Invesco’s diverse client base and for overseeing existing and new client and consultant relationships. Swango spent his first 10 years with the firm in the acquisitions group, originating direct real-estate investments. Those included acquisitions of existing properties, pre-sale commitments on to-be-completed properties, equity investments in development transactions, mortgages, participating mortgages, second participating mortgages and re-capitalisation of existing partnerships. From 1995-99, he oversaw the firm’s West Coast US investment activity from its San Francisco office. Swango serves on the editorial advisory board of the Institutional Real Estate Letter and is a member of numerous retirement system industry associations, including PREA, SACRS, CALAPRS and TEXPERS. He holds a bachelor’s degree in business administration with a double major in real estate and finance from The University of Texas at Austin.
Colin Tate

Chief executive, Conexus Financial

Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia. The company stages more than 20 conferences and events each year – in London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes five media brands, including the global website and strategy newsletter for global institutional investors One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.
Chris Trevillyan

Director of investment strategy, Frontier Advisors

Trevillyan joined the firm in 2004. He is chair of the Frontier investment committee and manages its investment strategy research program across the firm. His responsibilities also include leadership of the capital markets and asset allocation research team, providing consulting support to clients, and he is involved with investment and manager research. He has previously filled leadership roles on Frontier’s infrastructure specialisation team and quantitative solutions group. Prior to Frontier, he was employed by Primary Superannuation Services as a finance and business analyst working with industry superannuation funds, and spent time in London with the Close Brothers and Granville Baird private equity firms. Trevillyan has earned a master’s degree in applied finance and a bachelor’s degree in commerce from the University of Melbourne. He is a qualified CPA.
Justin Webb

Division director, Whitehelm Capital

Webb is head of risk at Whitehelm. He is responsible for developing and overseeing investment risk-management strategies and developing infrastructure portfolios for institutional investors. He is experienced in managing infrastructure investments across Australia, Europe and the US. He also has extensive experience in deal execution, corporate finance, financial modelling, performance analysis, reporting, and asset management. Webb is a chartered accountant, and a member of the Investment Management Consultants Association and the Australian Institute of Company Directors.
Nigel Wilkin-Smith

Director, portfolio strategy, Future Fund

Wilkin-Smith is responsible for economic and capital market analysis, portfolio design and quantitative analysis, and portfolio construction. He leads the portfolio construction function, ensuring that the approach melds top-down considerations with bottom-up insights. He joined the Future Fund in 2010 from van Eyk Research, where he was head of strategic research. Prior to this, he worked as a research fellow at both the University of Queensland and the Australian National University. He has earned a PhD in mathematics from ANU.
Mark Williams

Head of listed investments and strategy, Tasplan Super

Williams joined Tasplan in March 2006 and has worked as manager of investments since 2009. He has had broad experience in financial services dating back to 1994 across investments, superannuation, insurance and financial planning. Following Tasplan’s merger with RBF in 2016, he was appointed head of listed investments and strategy. He holds a Bachelor of commerce from the University of Tasmania (majoring in accounting and finance), has completed an advanced diploma of financial services and is currently undertaking a Masters of applied finance.
Jeremy Wilmot

Senior consultant, JANA

Wilmot is a member of the capital markets group and global equities research team. Prior to joining JANA in 2008, he worked at Southern Cross Broadcasting in corporate strategy. In that role, he focused mainly on acquisitions/divestments and was involved in the takeover transaction by Macquarie Media Group. Prior to that, he worked in group treasury with NAB as an analyst, with an emphasis on interest-rate management. Wilmot has earned bachelor’s degrees in commerce and information systems from the University of Melbourne.
Julia Wittlin

Director, private equity partner group, BlackRock

Wittlin, is a member of the BlackRock Private Equity Partners (PEP) group within BlackRock Alternative Investors. Before joining PEP, she was a member of the risk & quantitative analysis group, focusing on fiduciary risk management for multi asset class product, and on BlackRock alternative investors products. She was responsible for developing risk analytics and performing quantitative analysis and research for a variety of portfolio strategies, ranging from the global allocation mandate to the private equity fund of funds business. Wittlin began her career in 2007 as an analyst in the performance analytics group within RQA. In that role, she supported analytical reporting for portfolio managers across the equity and alternative asset platforms. Additionally, she worked with the BlackRock treasury group on proprietary risk reporting for the seed capital portfolio and other firm-wide balance sheet risk items. Wittlin earned a bachelor’s degree in economics with a citation in finance from the University of Rochester in 2006. She has also completed a certificate in mathematical modelling in economics and political science and a management studies certificate.