Eliza is a senior journalist with Financial Standard reporting on wealth management and economics and is one of the hosts of the Financial Standard Podcast. Prior to this, Eliza was the personal finance editor at Yahoo Finance covering Australian markets and consumer finance. She started her career in journalism covering US markets with Sky Business.  She has a Bachelor’s degree in communications (journalism) from Charles Sturt University.

Blair joined ASX in 2017 as Chief Strategy Officer and was appointed Group Executive, Listings in August 2022. In this role, he leads the team responsible for growing the ecosystem of listed companies and investment products on ASX. Blair has more than 25 years of experience advising boards and CEOs in Canada and Australia, working at investment management firm Challenger Limited as Head of Strategy and M&A, and advisory businesses PwC and Capital West Partners, an independent Canadian corporate finance advisory firm.

Nadine is co-founder, anchor and head of content at ausbiz, Australia’s only dedicated business and markets streaming service. Nadine has deep experience covering Australian business and finance news having been part of the founding team of Sky News Business in 2007, and Your Money in 2018. Nadine speaks regularly with CEOs, business leaders, economists, policy influencers, fund managers, analysts and finance experts. She thoroughly enjoys asking the questions to help inform investors of all stripes.

Michael joined Cuscal in June 2024 and oversees Cuscal’s client, growth, strategy and M&A functions. Mike has over 30 years’ experience in banking and financial services both domestically and internationally and has held various senior executive roles including Head of CommSec; Chief Commercial Officer of Iress Limited (ASX:IRE); APAC Managing Director of MF Global; CEO of Investment Trends; and Executive General Manager of CBA’s Local Business Banking division. He is a former Director of the Securities & Derivatives Industry Association (the predecessor of the SIAA).

Chris is a highly experienced financial services professional with over 15 years of expertise in Product Management, specialising in post-trade clearing and settlement across diverse asset classes and global markets. As the Senior Product Manager for the CHESS Project at ASX, he plays a pivotal role in shaping the future of Australia’s post-trade infrastructure. Chris leads industry engagement as Chair of the Business Design Working Group, driving the delivery of enhanced functionality, operational efficiency, and broader market accessibility.

Jeroen has vast experience driving corporate strategy and transformational change in wealth management, asset management and financial services organisations across Europe, Asia and Australia. At CFS, Jeroen is responsible for technology, operations and transformation. Prior to CFS, Jeroen was Chief Operating Officer of Eastspring Investments in Singapore, partner at EY in Hong Kong and led the APAC Wealth and Asset Management advisory practice. Jeroen holds a Master of Economics from Erasmus University, Netherlands.

Since his appointment in 2011 Richard and the CSE team have positioned the exchange to take a leading role in the provision of public capital to entrepreneurial companies, and set a series of records for new listings, capital raised by issuers and trading turnover. An advocate for the public markets, Richard has been recognised for his contributions and is a regular commentator on capital formation and market structure issues in Canada and around the world. Richard also holds a number of executive roles with organisations and associations.

Andrew has worked for over two decades in financial services and related industries, with experience in multiple asset classes and geographies. He has spent a significant portion of his career in the UK and the US, where his roles varied from derivatives product controller, strategy consultant, and equity derivatives trader. In his current role, he is responsible for the overall strategy of the Listings business which covers ETFs, LICs, REITs, warrants, hybrids, and bonds. He was previously Executive Director in Equity Derivatives Trading for Goldman Sachs.

John Clifford commenced employment with Morgans in 1994 as an Analyst in the Research Department covering small cap industrials. He then moved into a sales role on the Institutional Desk advising domestic institutions and was later appointed Head of Institutional Sales. John then became Director of Equities for Morgans and was appointed Managing Director on 1 August 2016. Prior to joining Morgans, John worked for KPMG and the Australian Stock Exchange.

Kerry brings a wealth of experience to the table, shaping market understanding and informing investment decisions. Based in Melbourne, Kerry is a key communicator of the latest insights from the Global Market Insights Strategy Team, ensuring clients stay informed on global economic trends and market movements. Before joining J.P. Morgan, Kerry worked within the UK pensions industry as well as holding economic research positions within the New Zealand government. Kerry has become a trusted voice in the business and mainstream media, offering insightful commentary.

Max has over 30 years’ experience in Australian and International Capital Markets. Max began his career with Macquarie Equities Private Client business as a stockbroker in 1994 and moved to the Institutional desk in London in 1997. Max joined Goldman Sachs International Desk in New York in 2004 before relocating to Sydney in 2008 to head Equity Capital Markets. In 2013 Max moved to ASX to lead the Listings business. Max joined NSX in 2024 to develop an alternative Listings market for Australian micro-mid cap companies.

Oran is responsible for the strategic development of Cboe’s Listing business in the region, which includes Exchange Traded Products, Warrants and Corporate Listings. He is an established leader with extensive experience in product development and distribution, funds management and securities lending in Australia and across Europe. Oran joined Cboe Australia in 2021 having previously held roles at ASX, Macquarie, Citigroup & Merrill Lynch.

Hamish has over 30 years’ experience of working in the stockbroking industry. Hamish joined Morgans Financial Ltd in 2003, then known as ABN AMRO Morgans Limited, and in 2006 became a director responsible for overseeing equity derivatives, market operations and compliance within the organisation. Hamish is also a director of the Morgans Foundation, a member of the SIAA Derivatives Sub-committee and became Chair of SIAA in 2023.

Since 2001 Paul Derham has been helping clients in the financial services industry to meet their legal and compliance obligations. Paul regularly assists businesses acquire their Australian Financial Services Licences (AFSL) and build robust governance systems to help them stay out of court, and out of the hands of regulators. Paul completed his Arts/Law degree with honours in law in 2004, became a solicitor in 2005 and holds a Diploma of Financial Planning.

James is the Founder and Managing Director of OCG. Leveraging over 20 years in financial services, he has positioned OCG as a trusted partner for leading wealth managers and banks. The firm delivers solutions across risk management, regulatory transformation, financial remediation, and operational strategy. Recognised as an industry expert in crisis management and strategic execution, James has a proven track record in advice remediation, M&A advisory, and post-acquisition integration. Under his leadership, OCG has advised several Australian institutions on complex challenges.

Luci served as Assistant Governor (Economic) at the Reserve Bank of Australia from December 2016 to October 2023. Prior to this, she was Head of the Financial Stability Department at the RBA for eight years. Her three-decade career in central banking also included a two-year secondment to the Bank for International Settlements in Basel, Switzerland, and several other senior roles at the RBA. Since November 2015, Luci has been a member of the Australian Statistics Advisory Council, the statutory advisory body to the Australian Bureau of Statistics.

Jason has over 30 years’ experience in financial services, establishing and managing a number of successful wealth management-related businesses. In 1990, he was part of a small team that created the successful Navigator master trust. Jason has consulted extensively on portfolio administrative platforms to over 20 leading financial institutions throughout Asia Pacific and the UK. He was the co-founder of Avanteos, which was launched in 2001 as Australia’s first online wrap platform and later purchased by the Commonwealth Bank of Australia and rebranded Colonial FirstWrap.

Nick is a Mt Everest summiteer and one of Australia’s most accomplished resilience and leadership development coaches. He has climbed many of the world’s highest mountains and has guided more than 1,000 Australians in challenging, high-altitude environments. In 2017, Nick Farr and David Buttifant founded Resilience Builders, a provider of leadership, resilience and wellbeing programs. Nick has delivered resilience and leadership workshops and programs to organisations and schools since 2003. Nick previously served as a detective with Victoria Police for 20 years.

Prior to joining Ares in 2023, Will was a managing director in the Securitized Products Group at Credit Suisse, where he was responsible for the APAC region. Previously, he focused on businesses within the firm’s fixed income and DCM areas. In addition, Will was a lawyer at Norton Rose and an investment manager at Gordian Knot in London. Will serves as the Chair of the Australian Securitization Forum’s National Committee and holds an LL.B. from the University of Bristol, United Kingdom.

Prior to joining SIAA, Judith was CEO of the Australian Shareholders’ Association, which promotes the interests of retail investors. She was National Director, Policy & Advocacy at Governance Institute of Australia and has been a member of the ASX Corporate Governance Council since 2005. She has been a member of Standards Australia’s Governance and Risk Management Committees and the ASIC Business Advisory Committee. In 2014, she was named as one of Australia’s 100 Women of Influence for her work in public policy.

In addition to Australian Foundation Investment Company (AFIC), Australia’s largest listed investment company, Mark is also MD of Djerriwarrh Investments, Mirrabooka Investments, and AMCIL Limited. He began as an investment analyst at JBWere in 1994, advising these companies, and became a Partner of Goldman Sachs JB Were in 2001. Joining the four companies as Chief Investment Officer in 2007, he was appointed Managing Director in 2018. Mark also serves on the boards of the Melbourne Recital Centre and Mannix College Foundation.

Cameron’s responsibilities span investment strategy, assisting clients with portfolio construction across all asset classes and product development. He is a voting member of the firm’s Investment Committee. Prior to joining Betashares, Cameron was a portfolio manager at Macquarie Asset Management, and was responsible for the structuring and management of Macquarie’s listed and unlisted structured product offering. Cameron’s other experience includes Head of Product at Bell Potter Capital and working on JP Morgan’s Equity Derivatives desk.

Gillian joined JBWere in May 2019. As Head of Alternatives, Gillian leads the alternatives strategy, investing selection and execution across Private Equity, Private Debt, Real Assets, Renewables, Natural Resources, and Hedge Funds. Gillian also leads JBWere’s Responsible Investing approach across ESG, ethical/impact investing, and capital stewardship. Previously, she held senior global investment and structuring roles at Standard Chartered and Bank of Montreal.

Dr Irene Guiamatsia is a seasoned researcher with two decades of experience spanning academia, market research and financial regulation. Irene holds a PhD in Aerospace Engineering from the University of Toronto and has previously held research roles at ASIC and the Imperial College London. She leads Investment Trends’ team of industry experts and statistical analysts to deliver deep insights research on the behaviours, buying preferences and expressed needs of investors and financial advisers in Australia and around the world.

Jamie is an expert in all ETF, index, delta one and passive investments across a range of asset classes. With over 20 years’ experience in financial markets gained in Sydney, London and New York, Jamie provides portfolio management and capital market trading across the full range of VanEck’s passive solutions. Prior to joining VanEck, Jamie worked at Source ETFs in investment management and held various roles at ABN Amro, Deutsche Bank, Morgan Stanley, Morgan Stockbroking and PWC.

Tricia assists the Chief Financial Officer with management of the company’s balance sheet, which has a value of over $27bn. From a leadership perspective, Tricia is responsible for the Group Treasury and Group Tax teams, and supports Wesfarmers’ significant acquisition and divestment activity.
Prior to joining Wesfarmers, Tricia led Treasury teams for Woolworths Group Limited and the Commonwealth Bank of Australia. She commenced her career as a tax adviser and was also an investment banker for a decade.

With a background of over 30 years in mathematics and investment industry systems and operations, Stuart Holdsworth set up Financial Simplicity over a decade ago with the sole focus of technology enabled control systems to help wealth managers be able to deliver fully personalised investment propositions to the clients with scale and compliance. Stuart is a passionate believer that fully personalised investment propositions are a key part of the future of wealth and investment management.

Michelle worked as lawyer specialising in financial services law, IPOs and due diligence for mergers and acquisitions, before taking up the role of legal counsel and compliance manager at Shaw Stockbroking. Michelle previously worked as a policy adviser at Governance Institute of Australia. At SIAA Michelle undertakes research and analysis for the development of advocacy initiatives, provides an early warning system of impending legislative and regulatory issues of relevance to members and represents the association externally with government, regulators and other bodies.

A founder and Chief Operating Officer of LGT Crestone, Michelle continues to be responsible for establishing and overseeing critical aspects of LGT Crestone’s operations, including its governance, operating model, technology, and strategic partnerships. With more than 20 years in financial services, Michelle’s expertise is building and transforming businesses. During her career, she has worked in Australia and the UK for globally recognised businesses, such as UBS and Prudential. Michelle is Chair of SIAA’s Diversity, Equity and Inclusion Committee and a SIAA board director.

Ian is Chair of Otivo, a tech company aiming to make financial advice affordable for all Australians. He is also chair of Ford/Scott Financial Planning and its investment committee. He was the founder of Paragem Pty Ltd, which merged into ASX listed Diverger and was later acquired by Count Financial. Ian’s past roles include CEO of Lend Lease Investment Services, Deputy MD of Westpac Investment Management, and CEO of Sealcorp Group. A passionate advocate for advice professionalisation, Ian has influenced the industry for over two decades.

Josh has over 15 years’ experience in providing strategic and operational advice and transaction advisory services to financial services companies in Australia and Asia. Josh has deep expertise and experience in strategy development, operating model design, business case development, commercial due diligence, and transaction integration. Prior to joining Simon-Kucher, Josh co-led the global strategy practice at a specialized FS consulting firm. Previous clients include large Australian banks, insurers and global wealth managers. Before this he held numerous positions within the banking and insurance sector.

Philip has over 35 years of experience in the stockbroking industry, specialising in equity capital raising for listed companies and those seeking to list. He has been with Morgans since 1986. He holds a Bachelor of Commerce from the University of Canterbury and is a Master Practitioner Member of SIAA, a Senior Fellow of FINSIA, and a member of AICD and CEDA. He was a Non-Executive Director of GARDA Property Group (ASX:GDF) from 2015 to 2021.

Rachael joined MLC Private Equity in 2021 with a focus on co-investments and Australian manager relationships, bringing 16 years of investment management and investment banking experience in Australia, Asia, the US and New Zealand. Prior to joining MLC Rachael managed buyout investments at global consumer private equity fund L Catterton where she reviewed and appraised numerous private equity investment opportunities. She was also an Associate Director at Australian mid-market private equity fund Ironbridge Capital.

Maria is an accomplished executive with over 25 years of experience in financial services, having held leadership roles in wealth management, private banking, risk, and compliance. In July 2022, she became the first woman to be appointed CEO of JBWere Australia. Prior to this, Maria spent a decade at the Commonwealth Bank of Australia, serving as General Manager of CommPrivate Advice and Licensee Services. She is a strong advocate for inclusivity and financial independence, particularly for women in wealth management.

Edwina is a seasoned executive, board director, consultant and transformational leader with extensive experience across wealth management, superannuation and funds management. She was appointed Group Executive, Platforms, in July 2023. The Platforms business provides superannuation, retirement and investment solutions to advisers and their clients. Prior to this, Edwina led AMP Capital’s Global Product function, overseeing its Managed Investment Schemes, offshore domiciled funds and separate accounts. She has also held senior leadership roles at Perpetual Investments and began her career as a lawyer.

Amanda leads MIntegrity, a specialist regulatory risk and compliance consulting firm empowering financial integrity since 2013. With over 20 years in investment banking at UBS and Morgan Stanley, and regulatory experience at ASIC, she helps firms navigate their obligations. MIntegrity specialises in surveillance reviews, remediation, AFSL advice, and compliance reviews. Amanda’s industry and regulatory expertise make her a trusted adviser. MIntegrity is part of the ASX-listed Complii Group (ASX:CF1), providing solutions for capital markets participants.

Andrea has a strong background in operations with over 25 years’ experience in financial services. Prior to joining FinClear in March 2020, Andrea was the CEO at OpenMarkets. Andrea has held senior management and executive positions at several leading financial institutions including Shaw and Partners, Wilsons Advisory, GlobalTrader (GT247), Rabobank, Bankers Trust, JP Morgan and Investec Bank. He has a keen interest in driving efficiency and process improvement through the application of technology.

Ian was former Global Head of Computershare Analytics. Prior to this, he was a Partner at Orient Capital Pty Ltd, and prior to that the Executive Director of the Australian Investment Managers’ Association. He has also held senior positions at the Australian Institute of Company Directors, Westpac Banking Corporation and was an Advisor to the Hon. Alexander Downer MP. He is a member of the National Investor Relations Institute in the United States, a fellow of Australian Institute of Company Directors, and a Fellow of Chartered Secretaries Australia.

Louise has over 25 years of experience in the financial services sector and has been consistently recognised for being one of Australia’s leading debt capital markets, securitisation and structured finance lawyers with significant experience in sustainable finance. Louise is an active participant in several leading industry groups including as Chair of the Corporate Bond Reform Working Group. Louise has also served as the lead author of the Australian chapters of The Banking Regulation Review and ICLG Derivatives. Prior to joining Dentons, Louise held various roles with Gilbert +Tobin and Clayton Utz.

Over the last 15 years Anita has focused on transformation, program management, execution and delivery within financial services and has worked on numerous complex, large projects ranging from regulatory, migrations, wealth and digital, providing solution and design. Anita is dedicated to leadership and development of talent and an active participant in NAB’s Gender Balance program. In 2024 she was nominated for Women of the Year and won the Tech Innovator of the Year for the Financial Newswire Women in Wealth Awards.

Paul is the founder and Chief Investment Officer of PM Capital which he established in 1998. He is known to invest with patience and conviction, ignoring short term market trends to uncover mispriced assets in industries as diverse as brewing, banking and casinos, in countries from the US, to Ireland, to Argentina. He developed the investment philosophy and process that has underpinned PM Capital’s excess return generation compared with benchmark indices since its inception. Prior to establishing PM Capital Paul held portfolio management positions within BT.

Sebastian leads investment decision making for Schroders’ Australian Multi-Asset and Fixed Income portfolios and is the portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund. He’s a member of several local strategy research groups including equities, credit and cycle and contributes to the global Schroders Multi-Asset Investment Group (SIGMA) research platform. Sebastian has over 17 years’ experience in portfolio management and previously worked for Nikko Asset Management in both Singapore and Sydney, as well as Challenger Limited in Sydney.

Katie joined S&P Global Market Intelligence in 2015 following the acquisition of Information Mosaic having been with Information Mosaic since 2009 working in several key roles working on strategic projects with customers in multiple financial verticals. Katie has extensive experience as a leading practitioner in the industry to help improve operational efficiency, increase STP rates, mitigate risk and providing strategic consulting on operating models and technology landscape transformation for many of S&P Global Market Intelligence clients around the world.

Te joined AUSIEX in July 2022 to lead the uplift of AUSIEX’s derivatives capabilities. He is the Chair of ASX’s Risk Consultative Committee and SIAA’s Derivatives Committee. He is also a Master Practitioner member of SIAA. Te has over 20 years’ experience in financial services. He has held  senior positions with the Reserve Bank of New Zealand and Macquarie Private Wealth where was the Head of Derivatives. Prior to joining AUSIEX, Te was Head of Risk and Compliance at Sequoia Financial Group, parent company to Morrisons Securities.

The Australian Investment Council represents private equity, venture capital, private credit, institutional investors, and family offices. The industry has $62 billion in funds under management, supports 600,000 jobs, contributes 3% to Australia’s GDP, and backs 900 businesses. Since 2022, Navleen has expanded the Council’s advocacy and strengthened ties with Asian investors. She also serves on the boards of Sydney Youth Orchestras and Bundanon Trust and advises the government as part of the Treasurer’s Investor Roundtable.

Paul is the former CEO of Hearts and Minds Investments Ltd, a listed investment company with a dual purpose of investing in global equities and funding medical research in Australia; and the former Managing Director of Commonwealth Securities Ltd (CommSec) and Australian Investment Exchange Ltd (Ausiex), and prior to that the Managing Director of Colonial Mutual Life Assurance Society Ltd. Paul has extensive experience in investment markets, technology, consumer financial services, banking, risk management and insurance.

Andy’s career has been in financial markets and financial services with a technology focus. Committed to providing elegant solutions, Andy has been a Director on Chelmer’s Board for over 24 years and was previously CEO for 18 years. With a focus on shaping the future of investing and wealth management, Andy plays a vital role in setting the product direction for Chelmer’s wealth technology platform, Myriad, looking at opportunities and working with fintech businesses.

George joined the Ord Minnett in October 2021. Prior to this, he worked as an Associate Financial Adviser at EL & C Baillieu, where he provided investment recommendations and advice to clients. George holds a Bachelor of Commerce, majoring in Finance and Economics, from The University of Melbourne. He also holds a Master of International Business and has a background in engineering. Additionally, George is a Chartered Financial Analyst and is fluent in Spanish.

Minotaur Capital is a global equities boutique pioneering an AI-driven approach to alpha generation. The team has developed a proprietary software system which uses AI to solve the problems plaguing funds management, while reducing costs and uncovering unique opportunities that have been misunderstood by the market. Prior to founding Minotaur, Arms managed a multimillion dollar global equities portfolio at Grok Ventures, the family office and investment firm of Atlassian’s Mike Cannon-Brookes.

At Behaviour Finance Australia Simon provides specialist behavioural finance training and consulting to financial advisers, fund managers, major super funds and other financial services professionals. Simon is at the forefront of how behavioural finance research can be applied to improve financial decisions and outcomes, and is the author of four books on behavioural finance.

Prior to taking on his current role, Patrick was part of the NRI deal team that put together the transaction to acquire and separate AUSIEX from CBA. Patrick has also held several other executive roles, most notably at GBST Limited and Virgin Money Australia. Patrick has significant global experience and achievements in high growth fintech businesses, encompassing strategic planning, business development, M&A, corporate finance, international expansion, investor relations, raising and management of equity and debt, project management, finance, risk, and compliance.

Karin leads the team responsible for the profitability, growth and management of CommSec’s product offering, including Australian and International Equities, CommSec Pocket, Cash, Investment Lending and Derivatives. During her 20+ year career, Karin has held a number of positions across the Commonwealth Bank’s wealth division, KPMG, ASIC and Andersen across Risk, Strategy, Delivery, Enforcement, Audit and Product.

Andrew has worked in financial markets for over thirty years. Andrew is responsible for determining and driving business strategy and activities for CMC Markets Stockbroking across Asia-Pacific. Andrew is also responsible for managing all partner and institutional relationships, providing end-to-end client acquisition, on-boarding, and management of the institutional BDM, RM, and Broker services teams. Prior to CMC Markets Asia-Pacific, Andrew spent over a decade with ANZ Share Investing & ANZ Investment Lending as the Head of Distribution.

Lisa has over 30 years of experience broking Australian equities to international and domestic institutions.  She joined the Institutional Research Sales Desk of Morgans Financial in 2015 and became the Manager of the Morgans Sydney office.  Prior to Morgans, Lisa was a Senior Research Sales Advisor at Nomura and CIMB and Head of Client Account Management at ABN AMRO and RBS Australia.  She was a member of the ASIC Markets Disciplinary Panel (2008-2021).  Lisa is a director of Morgans Holdings (Australia) Ltd and the Morgans Foundation.

The Hon. Arthur Sinodinos AO brings extensive experience in public policy, national security, industry innovation, economic policy, and banking. He recently served as Australia’s Ambassador to the United States, playing a key role in AUKUS, the Quad, and the Indo-Pacific Economic Framework. He previously served as Minister for Industry, Innovation and Science and was a Senator for NSW in the Australian Parliament for eight years. A former Chief of Staff to Prime Minister John Howard, he has held senior roles in government and business. In 2008, he was appointed an Officer of the Order of Australia.

Jane is the Founder and Managing Director of Leeuwin Wealth, a boutique financial planning, investment management and corporate advisory firm in WA. With over 20 years in financial services, she was previously Group COO and Company Secretary at a global stockbroking and investment bank. A former SIAA board member, she is a recognised leader in diversity, a 2018 Positive Progression of Women Award runner-up, and serves on the board of Ever Ability Group Limited and the Exec Co of YPO WA.

Jamie is managing editor of Financial Standard and its sister publication FS Sustainability. Prior, she was a senior journalist covering Australia’s wealth management industry including financial advice, funds management, life insurance, responsible investing, and superannuation. She has a decade of experience in financial services media, including having previously worked in public relations. Jamie has a Bachelor’s degree in communications from the University of Newcastle.

Mark is responsible for expanding BNP Paribas’ custody and clearing footprint across the region. He joined BNP Paribas in 2007 and was appointed to his current role in May 2023. Previous roles include Head of Custory and Clearing, Head of Banking Operations along with managing teams covering FX, Fixed Income, Equities, cash and treasury. Mark has over 25 years’ of experience in the custody industry. Previous employers include Link Fund Solutions, Perpetual Investment Management, Bank of New York and Rathbone Investment Management.

Steven has 40 years’ experience in banking and financial markets, joining Morgans in 2002. His primary responsibilities include managing the group’s Fixed Interest business and specialist areas of advice. He has worked closely with a range of corporate and financial services organisations assisting them to raise ASX listed debt and hybrid capital. Since 2016 Steven has been at the forefront of the development and growth of the Listed Investment Trust sector. Steven is a Director of Morgans Holdings (Australia) Limited, the inaugural chair of its Risk & Governance Committee and member of the Compliance Committee.