Speakers & Experts

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Join us for the 2021 Summit where we have gathered together an esteemed group of Economists and Investment Managers to lead a comprehensive program, essential for all investors, to help you understand your investment landscape and how to position your portfolio now to profit from today’s market, and how to protect and preserve your wealth from currently emerging risks.

New speakers and experts will be announced here over the coming weeks.

  • Angela Ashton

    Founder and Director | Evergreen Consultants
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    Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and General Manager - Managed Funds Research at IWL Ltd (CommSec). She has contributed to the industry through serving on a number of committees including Hedge Funds Rock, and was a Board Member of IMCA for 9 years. Angela has also assisted in the development and delivery of course content for a number of DFP subjects through Kaplan.

    Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, a member of the Economics Society and has completed the CIMA qualification.

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  • Jaqueline Fernley

    CFA - Head of Equities | JBWere
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    Jacqueline has 25 years of experience as a Portfolio Manager, Head of Research and Equities Analyst in domestic and international equities markets. Jacqueline oversees JBWere’s Equities team and the JBWere Australian Equity portfolios. Prior to joining JBWere in 2019, Jacqueline was a Portfolio Manager with Colonial First State Global Asset Management jointly responsible for over $6Bn in funds under management. Jacqueline has a depth of experience and knowledge across a broad cross section of industries. She is adept at identifying and dealing with risk, with a robust understanding of ESG and responsible investment principles. 

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  • Stephen Halmarick

    Managing Director, Chief Economist Head of Global Economic & Markets Research | Commonwealth Bank of Australia
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    Stephen Halmarick is Chief Economist and Head of Global Economic & Markets Research at Commonwealth Bank of Australia (CBA) - the largest financial services company in Australia. He was appointed to the Chief Economist role in April 2020 - having been the Head of the Global Economic & Markets Research team since January 2018.

    As Chief Economist and Head of Global Economic & Markets Research, Stephen is responsible for the team of economists and strategists that cover Australian Economics, International Economics, Rates, Fixed Income, Foreign Exchange, Credit and Commodities research.

    Stephen and his team work to ensure that customers and clients are well informed and have a strong understanding of key macroeconomic factors in Australia and globally and their impact on a broad range of financial markets.

    Stephen is also the key spokesperson to clients and media on macroeconomic themes and a broad range of financial market issues.

    The Global Economic & Markets Research team produces a number of economic publications. These include short research notes on economic and market developments, presentation packs, longer thought leadership pieces on key structural issues, and a number of regular reports on key countries and regions of the global economy. The team also regularly appears in public forums and holds meeting with key clients both in Australia and globally.

    Stephen has over 35 years’ experience as a financial markets economist and is widely regarded as one of the best economic communicators and presenters in Australia.

    Prior to his role in CBA, Stephen was Chief Economist for Colonial First State Global Asset Management (the wealth management arm of CBA) from March 2009 to September 2017. Earlier in his career, Stephen worked for Westpac, SBC Australia, the Nomura Research Institute and from 1994-2009 the Salomon Smith Barney Citibank group, where he held the title of Managing Director and Co-Head of Economic and Market Analysis.

    Stephen holds a Bachelor of Economics from Macquarie University, a graduate diploma from the Securities Institute of Australia (SIA) and is a Graduate of the Australian Institute of Company Directors (AICD).

    Stephen was Chairman of the Australian Business Economists (ABE) – the peak professional body for financial market economists in Australia from 2008-2017 and he has been on the ABE Executive Committee for over 20 years. He is a Life Member of the ABE.

    In March 2016 Stephen was elected as a Member Director on the Commonwealth Bank Group Staff Superannuation Fund Board. He was re-elected to this position in November 2019.

    Stephen lives in Sydney with his wife – and their ‘blended’ family of six children.

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  • James Holt

    Senior Investment Specialist | Perpetual Investments
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    James is responsible for the business development of the listed and direct investment businesses and providing technical investment support to financial advisers and investors of Perpetual Investments’ funds. James has worked in the financial services industry for over eighteen years. Prior to joining Perpetual Investments in 2014, James was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia and Senior Investment Specialist at Zurich Investments. Prior to this, he has worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.

    James has presented to numerous audiences of advisers and investors and has appeared in various media including CNBC, Sky News, Switzer, the ASA, ASX and the ABC. His articles have appeared in various publications including the Journal of Investment Strategy.

    James graduated with a Bachelor of Economics from the Australian National University in 1996. He is a Certified Investment Management Analyst (CIMA) and previously lectured on “Managing an International Equity Portfolio” through Kaplan.

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  • Emma Kirk

    Key Account Manager - Listed Fund | Magellan Asset Management
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    Emma Kirk joined Magellan in 2017. Before that, Emma worked in wealth management at ANZ Banking, focusing on advice remediation and governance programs. Before that, Emma was a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.

    Emma holds a Bachelor of Business (Banking and Finance) from the Queensland University of Technology, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.

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  • Julia Lee

    Chief Investment Officer | Burman Invest
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    Julia Lee is the founder and Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Julia has worked in various market facing roles, including as an Equities Strategist with Bell Direct for 11 years. Her passion in markets is in combining fundamental and technical analysis to analyse companies.

    Julia Lee is one of Australia’s best-known financial experts providing financial commentary to SKY News, Bloomberg, CNBC, ABC, Sunrise and on the radio and internet. Julia has also hosted several share market shows including “Your Money, Your Call”, “Equity Investor” and “Educated Investor” on Sky news, Sky Business Channel and the Your Money channel. She is a regular contributor to industry publications and is a frequent speaker at industry conferences.

    Julia Lee is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance (MBus), is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant.

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  • Wyatt Leonard

    Private Account Manager (Wholesale Investments) | Trilogy
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    As a Private Account Manager for Wholesale Investments at Trilogy, Wyatt works within the Distributions team, driving growth of Trilogy’s investment offerings and assisting prospective investors understand Trilogy’s investment products and services.

    Prior to this Wyatt worked within the Investor Relations team, processing applications and learning the ins-and-outs of the business.

    Wyatt graduated from the Queensland University of Technology with a Bachelor of Business majoring in Finance. While completing his degree, Wyatt undertook internships at Marsh Tincknell Chartered Accountants and Westpac developing his client-centric skills servicing high-net-worth customers.

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  • Paul Miron

    Managing Director | Msquared Capital
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    Paul Miron is respected and recognised for his economic views and ability to mitigate risks through well considered structuring. Paul is the principal theorist behind Msquared Capital’s credit policy.Paul has over 20+ years’ experience in banking and commercial finance. After starting his career with Colonial State Bank, Paul grew though several senior positions across a number of Australia’s Big-4 prior to starting his own financial services business in 2004. During his tenure at CBA and Westpac, Paul developed a particular expertise for development and construction lending.

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  • Paul Myliotis

    Managing Director | Msquared Capital
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    Paul Myliotis is well regarded and has a vast network of trusted industry contacts. Paul’s highly commercial view comes from a wealth of on-the-ground experience in the private lending space, greatly complementing the decisions of the credit committee. His deep understanding of the market provides direction as to where Msquared Capital’s funds are best utilised in filling lending gaps. Paul has had an extensive 15+ years’ experience in financial services, which included a tenure at PwC within the Taxation Division, before starting his own business within the property finance industry.

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  • Shane Oliver

    Head of Investment Strategy and Chief Economist | AMP Capital
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    Shane Oliver joined AMP in 1984, becoming Chief Economist in 1994 and is now Chief Economist and Head of Investment Strategy of AMP Capital. Shane has extensive experience analysing economic and investment cycles and what current positioning means for the return potential for different asset classes such as shares, bonds, property and infrastructure. Shane is a regular media commentator on economic and investment market issues and engages regularly with investors at public events and forums.

    Shane is Head of the Investment Strategy and Economics team, responsible for the provision of economic and macro investment analysis which is applied across more than $65 billion invested in multi-asset funds. 

    Shane has a PhD in economics which focussed on the validly of theEfficient Market Hypothesis (it isn't) and asset price bubbles (there are). Apart from economics and macro investing, Shane enjoys boating, garden rearrangement, fantasy novels and pop music (particularly Elvis, Burt Bacharach, the Beach Boys, the Pet Shop Boys, Kylie, Katy and Taylor) and is married with two children.

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  • Su-Lin Ong

    Managing Director of RBC Capital Markets, Chief Economist & Senior Relationship Manager
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    Su-Lin Ong has led the Economics & Fixed Income Strategy team at RBC Capital for AU/NZ since 2010 and was Head of AU Research, including oversight for equity research, from 2015 to 2019.  In August 2019, she began a newly created role to help foster senior relationships with RBC’s key clients.

    Su-Lin is part of the global strategy team with primary responsibility for formulating and presenting RBC’s AU/NZ macroeconomic outlook, cash rate view and bond yield forecasts. Based in RBC’s Sydney office, she works closely with sales and trading across fixed income, currencies, and equities in Australia as well as key RBC offices across the globe. Prior to joining RBC in 1998, Su-Lin was a fixed income economist for Hambros Bank and before that worked as an economist at the Department of Prime Minister & Cabinet in Canberra.

    She is a former Director of Business Spectator and the NSW/ACT FINSIA Regional Council.  Su-Lin is an Executive Member of The Australian Business Economists, CEDA’s Economic Policy Committee, and sits on the Women in Banking and Finance Board. She is also a founding member of RBC’s Diversity Council, RWomen Committee and actively involved in their mentoring and charity programs including Lou’s Place and Ronald McDonald House, Randwick. She is an ambassador for the RBA’s Women in Economics initiative and supports a number of initiatives aimed at building pipeline economic talent, especially female. Su-Lin regularly represents RBC at various industry, policy, and education forums. She holds a BEc from the University of Sydney, Post Graduate in Applied Finance and Investment from the Securities Institute of Australia, is a Fellow, FINSIA, and scholarship recipient and recent graduate of the Australian Institute of Company Directors.

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  • Chris Siniakov

    Managing Director, Fixed Income | Franklin Templeton Investments
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    Chris Siniakov is the managing director for Franklin Templeton Fixed Income in Melbourne, Australia.

    Chris is responsible for fixed income research, strategy, and portfolio management. He has over 26 years of experience in the financial services industry. Prior to his current role, Chris was the head of fixed income for Asia Pacific at Deutsche Asset and Wealth Management. He also was previously with Invesco.

    Chris holds a bachelor of science (with Honors) in mathematics and statistics from Monash University, and a Graduate Diploma in banking and finance from the Financial Services Institute of Australia. He is currently a Fellow of the Financial Institute of Australia.

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  • Dr Norman Swan

    Australia’s most respected health journalist, broadcaster and commentator
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    Dr Norman Swan has emerged as the go-to health correspondent during the COVID19 pandemic and is regarded as one of the most trusted voices in the country on Coronavirus. He hosts the daily ABC podcast Coronacast which aims to help answer questions about coronavirus or COVID19. The podcast breaks down the latest news and research to help the community understand how the world is living through a pandemic.

    Dr Norman Swan hosts The Health Report on the ABC’s Radio National, a regular panelist on The Drum and a guest reporter on Four Corners on ABC Television. The Health Report is the world’s longest running health programme in the English-speaking world and Norman has won many awards for his work including Australia’s top prize for journalism, the Gold Walkley.

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  • Chris Wheldon

    Portfolio Manager of Magellan High Conviction Strategies, Assistant Portfolio Manager on Magellan Global Equities Strategies
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    Chris joined Magellan in 2007, initially as a senior investment analyst working in the Franchise Team and was promoted to become the Head of the Industrials Team. Chris moved to Magellan's New York office in 2015 and one year later left to join Davis Advisors as an analyst. Chris re-joined Magellan in 2018 in Australia as a Portfolio Manager. Chris is a CFA Charterholder and holds a Bachelor of Commerce and a Bachelor of Business Management from The University of Queensland. Chris is a member of Magellan's Investment Committee.

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  • Cameron Window

    Executive Director - Fixed Income (QLD/Northern NSW) | Bond Income
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    Cameron is part of the executive leadership team at BondIncome, a division of Cashwerkz (CWZ). An experienced fixed income professional, Cameron assists both private and institutional clients in creating and managing diversified bond portfolios, seeking out value and opportunity within this defensive asset class.

    Cameron has worked exclusively in Fixed Income markets for over a decade, with both FIIG Securities and BGC Partners. He holds a Double Degree in Business and Applied Science, and also a Diploma of Financial Markets.

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  • Michael Watson

    Executive General Manager – Head of Distribution APAC | La Trobe Financial
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    Michael works within the Private Wealth Management team in La Trobe Financial’s Melbourne office.  Michael joined La Trobe Financial in May 2013 and is responsible for the growth of the La Trobe Australian Credit Fund across a range of jurisdictions.

    Michael has completed an MBA, a Bachelor of Business (Economics & Marketing), a Diploma of Financial Planning and a Certificate IV in Mortgage Broking.

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  • Lauren Ryan

    Business Development Manager - Investments | Think Tank
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    Lauren Ryan is the BDM-Investments for Thinktank Commercial Finance. Lauren joined Thinktank in March 2018 to create brand awareness amongst the investment market and grow the funds under management in the Income and High Yield Trust. Prior to Thinktank, Lauren managed investors’ funds with consumer lending SocietyOne. Lauren is passionate about helping investors achieve their income goals with a fund manager they can trust. Lauren is a property investor herself and has invested in mortgage funds in the past as she believes it is very important to practice what you preach and have a real-life understanding of the same highs and lows of the investors’ funds she manages. Lauren lives in Sydney’s Eastern Suburbs and when she isn’t working she is chasing waves at the beach and cheering on the Beasties at Woollahra Oval or the Sydney Roosters at the SCG.

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