6th Fund Summit

Agenda - Tuesday October 29, 2019

RACV City Club, Melbourne

Paul Abraham

Executive Manager - Investment Operations,

Commonwealth Superannuation Corporation

Paul is the Executive Manager, Investment Operations of the Commonwealth Superannuation Corporation (CSC). CSC provides superannuation products and services to the employees of the Australian Government and Australian Defence Forces.

Paul has over 25 years’ experience in the financial services industry and 13+ years’ experience in leading investment operations teams. His previous roles were in chartered accountancy, asset management and financial planning in Australia, London, Tokyo and Singapore.

Paul is a Fellow of the Institute of Chartered Accountants Australia and holds a Master of Financial Management from Australian National University and a Bachelor of Business (Accountancy) from Charles Sturt University.  
 

 

Chris Addy

CEO,

Castle Hall Diligence

Chris is Founder, President and CEO of Castle Hall Diligence, where he leads a team of more than 80 professionals conducting operational, ESG, risk and cyber due diligence on behalf of more than 100 asset owners worldwide. Castle Hall operates from offices in Canada, Switzerland, the UAE, the Philippines, and Australia.

 

Chris is one of the industry’s very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the Atlantic Philanthropies (a multi-billion dollar foundation and early hedge fund investor). Chris then joined UBP (2001) and co-founded Amber Partners (2004).

Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, he is a member of the CFA Institute Global Industry Standards Steering Committee, and is a founding member of the Executive Committee of the Fund Governance Association. Chris also served for six years (2011-2016) as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.

Chris is a Fellow of the Institute of Chartered Accountants in England and Wales and is a CFA Charterholder.
 

 

Paula Allen

Strategic Consultant,

Wilga Consulting

Over 25 years executive and director experience across multiple sectors (super/finance/wealth, services, technology, new-tech, infrastructure) globally, in Asia and in Australia. Paula’s career has included turning around businesses, including leading Australia’s oldest superannuation fund business and organically growing it at more than 230% of the industry average. Her strategy experience has included advising IBM on the potential acquisition of SuperPartners, merging super funds, advising governments on decades-long strategic imperatives, climate change as well as envisaging and designing a model to address global poverty and investments in lesser developed countries.


She a chartered financial analyst, fellow chartered accountant, a graduate member of the AICD as well as holding their advanced diploma in mastering the boardroom. She has studied more broadly including across new technology, big data and ethics both in Australia and overseas.

 

Andy Barrow

Head of Asia Pacific,

RIMES Technologies

Andy has been with RIMES for 16 years.  Prior to this, he was European product marketing director for Primark Datastream and later Thomson Financial following the merger between the two businesses.

He spent four years with Reuters in London, building analytics products for the asset manager desktop, and six years working with equity research products and proprietary benchmarks for Primark Datastream.

RIMES provide managed data services in the cloud.  The traditional focus has been managed services around financial benchmarks, however the business is increasingly focusing on reference and analytics data services primarily for the buy-side and custodians.
 

 

Debby Blakey

Chief Executive Officer,

HESTA

Debby Blakey was appointed HESTA CEO in early 2015. Prior to this, she held positions at HESTA as Deputy CEO and executive of the member advice unit. 

HESTA is a $50b profit-to-member industry super fund dedicated to the health and community services sector. In her role as HESTA CEO, Debby is passionate about working to achieve the fund's mission to make a real difference to the financial outcomes of each and every member. As well as having a real impact on the world they’ll retire into. 

She has a wealth of experience in financial services having held senior positions across the industry, in addition to running her own business as an employee benefit consultant for 12 years.

In addition to her role at HESTA Debby also holds directorships at the Fund Executives Association Limited (FEAL), Industry Super Australia Ltd (ISA) and the Australian Council of Superannuation Investors (ACSI).

 
 

Wietske Blees

Editor,

Fund Business

Wietske is a journalist with over fifteen years of experience in financial regulation, risk management, derivatives and technology.
 
Most recently a regulatory analyst with Thomson Reuters Regulatory Intelligence, Wietske spent six years analysing the impact of financial regulation on market participants across the globe. Prior to this, she was a staff writer at Risk Magazine covering derivatives, risk management and technology across Europe and Asia-Pacific.  She started her career as editor of Unquote”, a European private equity publication.
 
Wietske holds a master’s degree with distinction in global political economy (specialising in global finance) from the University of Sussex, and obtained a first-class bachelor of arts in international relations with French from Université Grenoble Alpes (formerly Université Pierre Mendès France) and the University of Sussex.

 

Jim Boynton

Partner,

King & Wood Mallesons

Jim has over 30 years' experience in investment funds, products and services and is one of our leading financial services regulatory experts. His specialisation is in financial services, with a particular focus on funds management, wealth products, distribution channels and regulator investigations.
 

Jim advises on all legal and regulatory aspects. He assists clients to establish businesses in Australia, to develop products and to obtain licences. He also assists institutional investors to invest in investment funds and financial institutions to invest in financial services businesses (e.g. investing in boutique fund managers and buying, selling and integrating major funds management businesses and life companies).
 

He has chaired a number of industry body committees and regularly deals with government and regulators. Jim was named as a leading individual in numerous directories including in Chambers and Partners for both investment funds and financial services regulation.


He is a member of the Asian Region Funds Passport Working Group of the Australian Financial Centre Trade Reform.

 

 

David Braga

Chief Executive Officer,

BNP Paribas Securities Services AU/NZ

David Braga joined BNP Paribas Securities Services in May 2015 as Head of Australia and New Zealand.

David has 25 years' industry experience, including 14 years at JP Morgan, most recently in the role of Head of Product for Custody and Fund Services.

Earlier roles at JP Morgan included Head of Fund Services Technology EMEA and Head of Investor Services Technology Australia (and the Asia Pacific).

 

Prior to this, David was Head of Technology, BT Portfolio Services at BT Funds Management.

David has a passion for digitally-enabled innovation and been closely working with the ASX and Digital Asset on the initiative to replace the CHESS clearing and settlement system with a DLT solution. He is a regular speaker on the impact of new technology, especially blockchain, on the custody and asset servicing industry.

David is a past Chairman of the Australian Custodial Services Association (ACSA) and was the executive sponsor of ACSA’s regulatory and compliance working group and co-sponsor of its Stronger Super taskforce.

David has a Bachelor of Arts in Pure Mathematics and Computer Science from Sydney University, and is a Graduate of the Australian Institute of Company Directors (GAICD).
 

 

Rob Brown

Chief Executive Officer,

Australian Custodial Services Association

Robert Brown is the Executive Officer of the Australian Custodial Services Association, a role he has held since 2017. Rob is also founder of Alford Brown & Associates, a consultancy providing insight and perspective to the financial services sector. Rob draws on significant professional experience having held senior executive roles with HSBC, National Australia Bank, Westpac and State Street.
 

In addition to his corporate contribution, Rob has been instrumental in supporting advocacy for industry-wide efficiency reforms in asset servicing and investment administration throughout his career. Rob is also an experienced director in both the not-for-profit and business sectors.  He is a former long-serving director and Honorary Treasurer of Autism Spectrum Australia Limited (ASPECT), Australia’s largest service provider for people on the autism spectrum.  He holds Bachelor of Science and Master of Arts degrees majoring in Applied Mathematics from Sydney University, a Graduate Diploma in Applied Finance, and is also a Graduate Member of the Australian Institute of Company Directors.

 

 

Mans Carlsson-Sweeny

Head of ESG Research,

Ausbil Investment Management

Måns Carlsson-Sweeny, Head of ESG Research, Ausbil Investment Management Limited, Australia
Måns is Head of ESG (Environmental, Social and Governance) Research at Ausbil Investment Management Limited since September 2015. Prior to that, he was Senior ESG Research Analyst at AMP Capital for almost five years, following positions at Carnegie Investment Bank, Macquarie Bank and Accenture.

With more than a decade of experience in the investment industry, including ten years in various responsible investment / ESG roles, Måns is well known for producing and presenting consistent, high-quality ESG research covering the Australian market and he has also published numerous, highly regarded insight papers on a wide range of ESG issues, including human rights and modern slavery. Måns is part of a panel of experts providing assistance to the Department of Home Affairs in relation to the guidance paper for the Modern Slavery Act.

Måns is a member of the PRI Australia Network Advisory Committee and chairs a subcommittee of the Human Rights Working Group of RIAA (Responsible Investment Association Australasia). He holds an MBA International with Distinction from Griffith University and a Master of Financial Management from Gothenburg School of Business.

 

Jeffery Eberwein

Partner & Oceania Head of Technology Advisory,

EY

Jeff is senior partner with EY’s advisory practice in Melbourne with over 25 years’ experience in business and technology strategy. Jeff is the head of technology for Oceania, a practice of over 400 professionals practicing in the areas of digital & emerging technology, SAP and technology strategy.


In his current capacity as technology lead, Jeff’s focus is around helping clients improve business performance and manage risk as they grapple with the disruption created through business-driven, technology-enabled digital frontier that is sweeping all industries.  
 

An electrical engineer by education, Jeff began his career designing crystal filters and temperature-controlled crystal oscillators for Motorola.  Jeff achieved his masters in electrical engineer before leaving Motorola.  Through his time at Motorola and into a stint with Arthur Andersen, Jeff worked on network management solutions and achieved his MBA from Northern Illinois University (1998).  After seven years with Arthur Andersen, Jeff joined the United Center in Chicago where he served as the CIO for the Chicago Blackhawks, the Chicago Bulls, and winning a World Series with the Chicago White Sox in 2005.


In 2008 Jeff moved to Melbourne to help EY build the practice he currently runs today. Over his 11 years with EY, Jeff has held other roles including the lead of the insurance technology group (ITG) and has worked extensively across Asia-Pacific. Jeff attributes his success to the ability to develop a clear and concise view of the appropriate approach to business challenges.


Jeff is currently enrolled in a Master program at MBS studying data and analytics management.

 

Brett Elvish

Director,

Financial Viewpoint

Brett Elvish is founder and director of Financial Viewpoint; established in 2007 providing business and operational management advice for asset owners and asset managers.


Brett has more than 30 years’ experience in investment management, investment consulting and investment operations. Over the past 20 years, Brett has been an advisor to many of Australia’s largest asset owners and asset managers.

 

Brett is the Deputy Chair, ASFA Economics and Investment Policy Council; and a Life Member and former Chair of the CIMA Society Australia. Brett is a CFA charterholder, and has a B.Com. and MBA from University of Melbourne.

 

Brett Himbury

Chief Executive,

IFM Investors

Brett is IFM Investors’ chief executive, having joined the firm in April 2010. Brett is responsible for the execution of the firm’s strategy and delivery of strong results for IFM Investors’ clients, shareholders and staff.
 

Under Brett’s leadership, IFM Investors has continued to add to its strong long term investment track record across all asset classes, funds under management have grown from $20bn to over $140bn, and the investment reach and client base extends around the globe. The firm now has nine global offices.
 

Brett’s experience spans more than 30 years and he has held a range of leadership roles across funds management and financial services. With his diversity of experience, Brett has brought a strong track record and unique insights to IFM Investors.
 

Brett holds a Master of Business Administration from the Australian Graduate School of Management at the University of New South Wales. He sits on the boards of the European Australian Business Council and is also Co-Chair of the American Australian Business Council.

 
 

David Hutchison

Principal Consultant,

NMG Consulting

David is principal consultant at NMG Consulting a specialist management consultant in financial services.

 

David focuses on the wealth, asset management and advice segments, having a wide range of experience across these areas during his 20 years in the industry.  He works with clients on strategy and product development initiatives across the value chain and plays an important role in the development and production of insight programs in the wealth management sector.

 

Laurence Jarvis
Publisher,

Fund Business

Laurence is an institutional investment publishing professional with 19 years' experience. He has published magazines and produced successful institutional investment forums in Australia and throughout Europe, the Middle East and South Africa. This includes having worked closely on the annual Australian Custodial Services Association (ACSA) conference for four years from 2009 to 2012.

​Previous roles include head of marketing for BNP Paribas Securities Services Australia and New Zealand, associate publisher of Investment Magazine (formerly Investment & Technology / I&T), senior roles with the Financial Times and other large business-to-business publishers such as Incisive Media and Financial News.

 

​Laurence holds a higher national diploma in business and finance from Southampton Solent University, and prior to studying business qualified in engineering.

 

David Kosch

Manager, Data and Reporting,

First State Super

David Kosch manages the investment data, analytics and reporting functions at First State Super. He has over 20 years of industry experience in financial services working in analytical roles across asset management, custody and securities services, and financial data organisations.

 

Before joining First State Super, David was the regional head of investment analytics & data at Citi Securities Services. Prior roles to that were as manager of performance analytics at JPMorgan Securities Services and regional head of support at RIMES Technologies.

 

David has a Bachelor of Business degree, a Graduate Diploma in Applied Finance and Investment and is a CFA charterholder.

 

Anna Leibel
Chief Delivery and Information Officer,
UniSuper

Anna is UniSuper’s Chief Delivery and Information Officer responsible for delivering strategic projects, member administration operations, developing and implementing the IT strategy, and information security management. She has been leading the business through transformational change since 2017.

As a highly accomplished senior executive and corporate adviser, Anna is renowned for her ability to blend strategy development and transformational change across technology, business practices and growth culture. In addition she is a passionate advocate for women in STEM and leadership, participating in many speaking panels about these topics at business and industry forums.

 

Anna’s cross-industry career spans more than two decades in transformation programs, IT advisory and technology start-ups with organisations including PwC, Telstra, seek and NAB.

 

She is a board member with Ambulance Victoria and is a graduate of the Australian Institute of Company Directors.

Anna holds a Postgraduate Certificate in IT leadership and has also participated in two senior executive programs at Massachusetts Institute of Technology’s (MIT): Succeeding in a Digital Economy, and Driving Strategic Innovation.

 

Chris Mackey

Chief Executive Officer,

Mackey LLC

Chris Mackey is the Founder and CEO of Mackey RMS, the leading 2nd generation research management software with asset manager and asset owner users in 30+ countries and aggregate client assets under management of approximately $4T AUD.

 

Chris draws upon his experience and deep understanding of both the investment management and alternative research industries. He previously worked as a research analyst with a technology-focused long/short equity hedge fund, where he covered the Internet sector.

 

Prior to his time on the buy-side, Chris was a member of the technology, media & telecom group with Standard & Poor's Vista Research, a provider of research services to the financial services industry. Frustration from the lack of viable workflow tools and constant inefficiencies in the investment enterprise gave Chris the inspiration to develop the industry's smartest research management application, Mackey RMS. Chris holds a BA from Harvard University.

 

Vicki Martyn

Director, Investment Data Services,

AustralianSuper

Vicki has been working in the financial services industry for more than 25 years.
 

She joined AustralianSuper in October 2015. She is responsible for the delivery of a strategic data management solution that encompasses the sourcing and delivery of data for the management and analysis of the investment portfolio. Vicki is also responsible for ensuring there is an appropriate data governance framework operating that meets the needs of the investment department and oversees the management of external data relationships.


Prior to joining AustralianSuper, Vicki was a vice president at Northern Trust and played an integral role building out their middle office capability and client servicing team in Australia. In addition, Vicki has held a number of senior roles in relationship management and product development at National Australia Bank’s asset servicing business where she worked closely with both super funds and asset managers.

 

 

Michael McGavigan

Head of Investment Shared Services APAC,

Vanguard Investments

Michael McGavigan is Head of Global Investment Shared Services for Vanguard’s Investment Management Group (IMG) in Asia Pacific and Europe.
 

In this role, Michael is responsible for the management and delivery of local and global technology initiatives, continuously improving the core business and investment processes with IMG. 
 

Michael joined Vanguard in 2009 as an Investment Program Manager. In September 2010, he transitioned to the role of Global Equities Program Manager at Vanguard’s U.S. head office, where he worked on an initiative designed to create a global people, process, and technology solution for Vanguard’s internally managed equity products. Michael was promoted to his current role in February 2015. 
 

Prior to joining Vanguard, Michael gained over 20 years of experience in the financial services sector, at organisations such as National Australia Bank (NAB), where he consulted on investment management, custody, technology and strategy, and Perpetual Investments, where he held various project and leadership roles. 
 

Michael holds a Bachelor of Commerce (Accounting) from Curtin University, a Diploma in Project Management from University of New England, an Advanced Master Certificate in Applied Project Management from Villanova University, and an MBA from Saint Joseph’s University. In addition, he holds the Project Management Professional certification.

 

Roger McIntosh

Director, Head of Investment Strategy,

Optimal Alpha Investment Strategies

Roger is a portfolio manager and investment risk manager with experience across multiple asset classes and strategy types. Successfully managed investment strategies across global, regional and Australian equities, REITs, listed infrastructure, global and Australian fixed interest and multi-asset investment strategies. I have developed and currently manage listed global quantitative equity investment strategies through an alternative multi-factor stock alpha analysis and portfolio construction model with fundamental oversight of data inputs.


Roger has over 25 years’ experience in investment management and quantitative finance as a global equities portfolio manager, investment strategist and chief investment officer. Prior to Head of Quantitative Strategies & Research at Delft Partners he was Head of Investments at LUCRF Super.  Roger has also held senior investment management positions with Vanguard Investments Australia, including Head of Global Equities, Head of Fixed Interest and Head of Investment Strategy & Research.

 

 

Rosalind McKay

Head of Responsible Investment

Cbus

As Head of Responsible Investment (RI) at Cbus since June 2018, Ros is responsible for strengthening Cbus’ integration of RI and Cbus’ approach to active ownership. Ros is currently a representative on an Australian Sustainable Finance Initiative (ASFI) working group.

 

With over 20 years RI experience Ros’ prior roles encompass governance; policy development and engagement with listed companies. Ros has a broad range of experience gained through her work with regulators in Australia and the UK, superannuation industry associations, a state-based fund manager, a top 50 ASX listed company and a superannuation fund.

 

While at ACSI in consultation with members, Ros developed ACSI’s Australian Asset Owner Stewardship Code. Ros has served on several industry Committees including IGCC and GRESB and was an alternate Director of Regnan.  

Ros holds a Bachelor of Economics and Finance from RMIT, a Masters of Commercial Law from Melbourne University and is a Graduate member of the Australian Institute of Company Directors
 

 

Helen Rowell

Deputy Chair,

Australian Prudential Regulation Authority

Helen Rowell was appointed as Deputy Chair of APRA in November 2015, and reappointed for a further five-year term from 1 July 2018.

Mrs Rowell joined APRA in 2002 as General Manager, Industry Technical Services and was appointed APRA Member, with primary responsibility for superannuation, for a five-year term from 1 July 2013.  Prior to that, Mrs Rowell held other senior roles including General Manager, Policy Development, General Manager, Diversified Institutions Division and Executive General Manager, Supervisory Support Division.  She was the Chair of APRA’s (cross-divisional) general insurance industry group from 2006 to 2011.  Mrs Rowell has represented APRA at various subcommittees of the International Association of Insurance Supervisors, on the FSB’s Supervisory Intensity and Effectiveness Group and was previously co-Chair of the Joint Forum Financial Conglomerates Committee. Prior to joining APRA, Mrs Rowell was a partner at the international consulting firm Towers Perrin; she is also a Fellow and past President of the Institute of Actuaries of Australia.
 
Mrs Rowell is the APRA representative on the OECD Working Party on Private Pensions, and the International Organisation of Pension Supervisors.

 

Bruce Russell

Director,

Shoreline

With over 10 years of consulting experience and 20+ years of investment industry experience, Bruce has specialist expertise in the design and implementation of investment manager and superannuation fund operating models.

 

Prior to consulting, Bruce was employed by HSBC Asset Management (Australia) Limited where he held a variety of roles including head of operations, head of product, and manager of portfolio accounting.

 

Prior to joining HSBC, Bruce was employed by PKF as an auditor and worked both in Melbourne and London.  Bruce is a chartered accountant and holds a bachelor of commerce from La Trobe University in Melbourne.  Bruce resides in Melbourne and is married with three daughters.
 

 

Sinclair Scholfield

Head of Platform Solutions APAC,

State Street

Sinclair is State Street’s Head of Platform Solutions for the Asia Pacific region. Sinclair has responsibility for the identification of business opportunities and solutions for existing and prospective clients incorporating a combination of front, middle and back office services, and driving awareness and understanding of State Street’s Alpha (front-to-back) narrative in the marketplace and for clients.

Prior to this, he has held roles as Head of Sales, Head of Consultant Relations  Head of Securities Finance, Australia and New Zealand and Chief Operating Officer, Securities Finance in Asia Pacific for Global Markets. Sinclair joined State Street in 2003 and has previously held management roles in Wealth Manager Services and Securities Finance in the United States and United Kingdom. He worked at Omgeo in Boston as the Head of Product Design for CTM, and was a Manager in Accenture’s Capital Markets division, leading client business integration projects in the US.

 

Sinclair received a Bachelor of Economics (Honours) degree from the University of Sydney, a Masters of Applied Finance and Investment from FINSIA (the Financial Services Institute of Australia). He is a Fellow of FINSIA, and has earned the Chartered Financial Analyst designation.
 

 
 

Rob Scott

Chief Operating Officer,

First Sentier Investors

Rob joined the business in June 2019 and is responsible for global Operations, IT and Data Management. 

 

Rob brings over 25 years’ experience in global business operations and IT with a track record of delivering successful business transformations.

Prior to joining the company, Rob was Head of Global Operations at Nikko Asset Management in Tokyo and has also held roles at Deutsche Asset Management and BNP Paribas Securities Services across the Asia region.

 

He has a MBA from Australian Graduate School of Management, a Diploma of Financial Markets from Securities Institute of Australia (now FINSIA), and an ACI Diploma from Financial Markets Association UK (FMA).

 

Rob is a Member of the Australian Institute of Company Directors.

Suzanne Smith

General Manager, Specialised Institutions

Australian Prudential Regulation Authority

Suzanne Smith was appointed General Manager Superannuation in March 2019, and is responsible for leading a national team in conducting the prudential supervision of a portfolio of industry specific institutions regulated within the Specialised Institutions Division of APRA.

Immediately prior to joining APRA Suzanne held the role of Chief Customer Officer Group Insurance at MLC Life Insurance where she lead a team responsible for the end to end Group Insurance Portfolio (2015 -2019). Before that at NAB, Suzanne was GM Sales and Client Relationships, NAB Asset Servicing (2013-2015) and held a number of senior executive roles in Wholesale Banking and Products and Markets divisions since joining NAB in 2009. Suzanne was also a director and Chairman of a NAB Subsidiary Board from 2011 to 2015.

Prior to NAB, Suzanne spent five years running the operations, investor services and compliance functions of a boutique global hedge fund she was part of establishing in 2004. Suzanne also held a number of senior executive roles with ANZ Investment Bank and ANZ Funds Management and was elected as a Member Representative (2002 – 2004) on the ANZ Staff Superannuation Fund.

 

Suzanne holds a Bachelor of Business with distinction (Property), a Masters of Applied Finance, and is a Graduate of the Australian Institute of Company Directors.

 
 

Doug Talbot

Managing Director & Founder

1886 Consulting

After nearly two decades in executive roles across investment, strategy, transformation, client and operational disciplines, Doug established 1886 Consulting in 2019.

 

His experience was built at AMP Capital, one of Asia Pacific’s largest Global Asset Managers. His most recent role was that of Executive Director AMP Capital Investors Ltd, where he held leadership responsibility for technology, data and strategic change programs, including custody and administration outsourcing, asset and business mergers and operational efficiency projects.


1886 Consulting brings this deep leadership experience together with industry professionals who have complementary expertise across the value chain. Examples of activities where they will help Asset Managers, Asset Owners and Administrators include; Operational, Data and Technology initiatives (design and implementation), Asset Owner fund mergers, investment capability build-out, Administrator reviews and transitions.

 

Doug is a graduate of the AICD and Macquarie Graduate School of Management. He has also completed an undergraduate degree in Business (Accounting) at UTS.
 

Kirsten Temple

Manager of Research

JANA

Kirsten Temple is JANA’s Manager of Research, with responsibility for the oversight of JANA’s research programme. 
 

In her time at JANA, Kirsten has consulted to a range of clients including industry superannuation funds and charities, providing asset allocation and investment strategy advice. 
 

She has also contributed to JANA’s research efforts, leading the Responsible Investment team until 2017, and as a senior member of the Global Equities and Alternative Investment Strategies research teams.
 

Prior to joining JANA in 2009, Kirsten consulted to UK institutional clients. She holds a Masters of Applied Finance from Macquarie University, a Bachelor of Commerce (Economics) and a Bachelor of Arts (Asian Studies) from the University of New England.

 

Mark Wootton

Head of Custody Product FI&C, Australia & New Zealand

BNP Paribas Securities Services

Mark is Head of Custody Product for Australia and New Zealand. In this role Mark is responsible for product development and implementation across our custody offering. Mark is passionate about change and the use of new technology across the value chain.

Mark’s role also includes interaction with key industry bodies, exchanges and regulators to align with BNP Paribas’ push for industry change.

 

Previous to this Mark has also held several operational positions including Head of Banking Operations along with managing teams covering FX, Fixed Income, Equities, cash and treasury

 

Mark has over 10 years’ experience with BNP Paribas. His previous employers include Link Fund Solutions, Perpetual Investment Management, Bank of New York and Rathbone Investment Management.

 

Mark has a bachelor’s degree in Finance, is an affiliate member of the securities institute and also a member of the stockbrokers association in Australia.
 

 
 

Mark Yesberg

Chief Operating Officer

Invesco

As COO, Mark Yesberg is responsible for business and strategic planning, including product design and development, and the marketing of these to the various market segments targeted and key project deliverables.
 

Mark joined Invesco in June 2004. During his career he has held senior roles in financial services including administration, business analysis, and product and marketing across superannuation, platforms, and investments. 
 

Mark holds a Bachelor of Business, a Graduate Diploma in Financial Planning, and a Graduate Diploma in Business Administration (Monash).

 

 

Philipp Zerhusen

Director, Market Development, Digital Solutions

FactSet

Since 2016, Philipp has been in charge of market development as a Director for FactSet Digital Solutions GmbH, and is responsible for various market segmentation, strategy, and pricing projects.

 

Based in Frankfurt, Philipp has worked in the financial industry for 25 years. Before his current role, he held various international management and senior enterprise solutions roles across EMEA at Thomson Reuters, founded a number of start-ups, and worked for several years in asset and wealth management at Sal. Oppenheim. 

 

Philipp holds an MBA from the University of Cologne and a professional banking diploma.
 

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