3rd Investment Implementation Summit

Speakers - Wednesday August 12, 2020

Sydney Harbour Marriott Hotel


Ross Allen

Managing Director - Data Strategy

IHS Markit

Ross is a Managing Director in the Financial Services division working within our Strategy team with specific focus on changes to market structure, regulation and new technology.  Ross is global head of Term Risk Free Rates (TRFR) benchmark product, a member of IHS Markit’s IBOR Reform Committee and sits on the Federal Reserve’s Alternative Reference Rates Committee (ARRC) sub-committee working on the development of Term SOFR.


Previously, Ross served as Head of Financial Markets APAC and was responsible for leading and growing the IHS Markit business across Asia-Pacific.  Ross has an accounting and OTC derivatives valuations background and has worked extensively on regulatory impact and developing new products to meet regulatory change.  Ross has over 20 years experience in the financial services industry covering cash, derivatives and alternative assets markets across a variety of roles.  Ross has worked in London, Singapore and currently based in Sydney.


Bryan Baker

Head of Dealing, Asia Pacific

AMP Capital

Bryan Baker joined AMP Capital in January 2013 and has been a member of the dealing and exposure management team since April 2014.


As a senior member of the team, he has helped to drive the globalisation of the firms trading capability.  The team operates a global multi-asset trading model that allows the firm's portfolios managers continuous access to global risk markets.

Mr Baker joined the team from AMP Capital’s Multi-Asset Group, where he was a member of their investment solutions team.  Prior to that he was at QIC (formerly Queensland Investment Corporation) in Brisbane.


He holds a Bachelor of Commerce (Financial Accounting), from the University of Cape Town, is a CFA® charterholder.

Wietske Blees


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.


Nathan Bourne

Senior Executive Leader, Market Infrastructure

Australian Investments & Securities Commission

Nathan leads ASIC’s Market Infrastructure team. The team supervises Australian market licensees and operators, clearing and settlement facilities, Australian derivative trade repository operators and credit rating agencies. The team also examines new market and clearing and settlement proposals. Previously, Nathan has held senior leadership roles in ASIC’s Market Supervision and Market Infrastructure teams.


Nathan has more than 20 years experience in financial markets, regulation and public policy. Most recently, he was the Director of Wholesale Compliance at the National Australia Bank. He has also held roles at the Reserve Bank of Australia, the Australian Treasury, the UK Financial Services Authority (now the Financial Conduct Authority) and Mitsubishi UFJ Securities in London. Nathan holds a Bachelor of Economics (Honours) and a Graduate Diploma in Applied Finance and Investment.


Joe Bracken

Head of Dynamic Asset Allocation

Commonwealth Superannuation Corporation

Joe Bracken is an investment manager for the A$47b Australian Commonwealth Superannuation Corporation (CSC), which manages the pension assets of Australian Commonwealth Government civilian employees and members of the Defence forces.

Prior to this appointment, Joe was principal at Tempo Asset Management developing and managing global equity, fixed income and currency quantitative products. Joe was also the Head of Macro Strategies at Pendal Group (formerly BT Investment Management) where he was responsible for managing global macro and TAA products. Before coming to Australia Joe was a senior portfolio manager at APG in Holland and a Vice President at JP Morgan in London.

In a pro bono capacity, Joe also sits on the Catholic Development Fund investment committee for the diocese of Broken Bay. Joe has a first class Honours degree for Dublin City University and a M.B.A. (Distinction) from London Business School. 


Kieren Callaghan


Kieren Callaghan, founder of Seasquared Consulting, is an extensively experienced Senior Portfolio Manager and Chief Investment Officer who has spent over 26 years in derivatives trading and funds management at Macquarie Bank and Denning Pryce.


Kieren has consistently delivered outperformance managing equity option funds. Most recently Kieren successfully navigated the UK Brexit vote,US Election, Trump Presidency and December 2018 market volatility. Kieren lives with his wife and two daughters in Cammeray and loves swimming with sharks on weekends at Manly.


Carole Comerton-Forde
Professor of Finance

UNSW Business School

Carole Comerton-Forde is Professor of Finance at the UNSW Business School. Her research is in the area of market structure, with a focus on market liquidity and market integrity. Her current interests include the impact of high frequency trading and dark pools on market quality.


Her research has been published in leading academic journals including the Journal of Finance, the Journal of Financial Economics and the Journal of Financial and Quantitative Analysis.


Carole has previously held academic positions at the University of Melbourne, Australian National University and University of Sydney, and visiting positions at New York University and the London School of Economics and Political Science. She was also Visiting Economist at the New York Stock Exchange.


She has acted as a consultant for a number of stock exchanges and market regulators around the world. She is also an economic consultant for the Australian Securities and Investments Commission.


Phil Cornet



Philip joined Perennial Value in October 2015. He is responsible for equities trading across all of Perennial Value’s Australian Shares, Smaller Companies and Wealth Defender portfolios.


Prior to joining Perennial Value, Philip began his career on the ASX options trading floor 20 years ago with extensive experience in the Australian equities and equity derivatives markets working on both the buy-side and the sell-side.


This included trading and client facing roles at investment banks Citigroup, Macquarie Group and Lehman Brothers on the sell-side and on the buy-side as a portfolio manager where he developed and managed equity portfolios with derivative overlays with a focus on implementation, protective strategies and superior risk-adjusted returns.


Rhett Dinsdale

Portfolio Manager and Trader

Dalton Street Capital

Rhett Dinsdale is a  Portfolio Manager and Trader at Dalton Street Capital. Rhett has over 15 years of experience in portfolio management, trading and analysis.


Rhett has developed and implemented a range of successful systematic quantitative equity and derivative trading strategies managing books up to $5 billion in funds under management.


Rhett worked previously as a Portfolio Manager and Trader at Credit Suisse, where he actively managed systematic quantitative proprietary trading portfolios for the Asia Equities business. Rhett has held positions as an Index Arbitrage and Proprietary Trader at Merrill Lynch and Delta one Swaps and Global Prime Finance Trader at Deutsche Bank.




David Djukanovic

Head of Portfolio Implementation


David is Head of Implementation within the investment team. His role spans oversight of exposure management, portfolio execution, derivative overlay management, transition management, and dealing across the breadth of the OnePath product suite. 

Prior to this, David was Manager Currency & Portfolio Implementation,  responsible for the management of portfolio exposures, overlay strategies, and FX hedge strategy implementation and execution.

David is also a member of the Regional Investment Council which formulates overarching tactical asset allocation decisions across the portfolios. 

Previous to joining OnePath, David held various positions with ING Investment Management Australia and has over 15 years’ industry experience.

John Feeney


Martialis Consulting

John Feeney manages Martialis Consulting working on financial markets product and infrastructure. He has been in financial markets for over 30 years in trading and management roles across most asset classes.


Mr. Feeney has worked for National Australia Bank,  Commonwealth Bank in Sydney, Citi in Sydney and London and Macquarie Bank in Sydney. Over this time he has traded and managed interest rate derivate, foreign exchange, traded credit, commodities and funding businesses. 

Recently, Mr. Feeney has been an ISDA Board Member and Vice-Chairman and an AFMA Board member.
Mr. Feeney has a PhD and BSc (Hons) from University of Sydney.



Mark Ferguson

Head of Investment Risk

Australian Prudential Regulation Authority

Mark has had over 20 years’ experience in investment management across asset managers, superannuation funds and insurance.


He has spent a significant proportion of his career designing, implementing and managing active currency and asset allocation processes. His experience also includes investment strategy, derivative implementation and execution and market risk.


Prior to APRA, Mark spent over 5 years at AustralianSuper, where he drove the internalisation the funds currency management program.


Robert Fievez

Director, Financial Services Risk and Regulation


Robert is Melbourne based with over 15 years’ experience in Government and Financial Markets specialising in broad scope regulatory change. He currently works at PwC as a Director in the Risk Assurance practice helping clients respond to global derivative reform.


Prior to this, he was one of the Big Four AU banks' lead for global non-centrally cleared derivative rules which included an end-to-end solution for uncleared margin compliance overseeing large scale people, infrastructure and process change.


In addition, he was also that bank's delegate to local (APRA and RBA) and overseas (US Federal Reserve, Japanese Financial Services Agency, etc.) regulators. Rob continues to advise on non-centrally cleared margin alongside Libor cessation and benchmark reform.  


Andrew Fisher
Head of Asset Allocation


Andrew joined Sunsuper in 2010 and is responsible for managing investment strategy and asset allocation.


His recent experience has included roles with the Guardians of NZ Superannuation as an Investment Strategist and with Milliman as a Consultant.


Andrew has over 15 years of experience in the investment industry and is a Fellow of the Institute of Actuaries, Australia.


John Greenan


Alignment Systems

John Greenan is recognised as a thought leader within the Electronic Trading space with strong market knowledge, commercial/financial savvy, relationship building skills and an enviable global contact list.


Driving force behind FIX Orchestra, the next version of the FIX Protocol, the world’s leading open-source API for trading. Non-Executive Director and Board Advisor to a number of fintech firms.


He has considerable experience of buy-sides, sell sides, IDBs, execution venues and stock exchanges. 

He works with multiple asset classes (fx, fixed income, equities, futures, options, money markets, Cryptocurrency) building out electronic trading and the necessary workflow and business process changes.


He has specialisations in: digital transformation, portfolio management decision support and analytics, fixed income trading, strategy for trading systems/processes, market microstructure, OMS & EMS, ecosystem integration, FIX, project management, business analysis, real-time systems and vendor relationship management.

John is known for innovation, thought leadership and digital transformation while consistently delivering projects on-time, on-budget and on-scope. 


Aaron S. Hantman

Chief Executive Officer

Tourmaline Partners

Aaron is a founding partner and CEO of Tourmaline Partners. In addition to his management responsibilities, he was responsible for the supervision, build-out and expansion of the listed derivatives business.


Prior to co-founding Tourmaline Partners, Aaron built a distinguished twelve-year career at Susquehanna International Group (SIG), as the CEO and President of Susquehanna Financial Group, while also holding the position of Global Head of Institutional Sales.  During his earlier years at SIG, he served as Head Trader and manager of SIG’s NYSE operations, and began his career in equity derivatives and OTC trading.


Aaron earned his B.S. in Biology from Yale University.


Joe Kassel

Former Global Head - Dealing, Exposure Management & Transitions

AMP Capital

Joe Kassel has over 30 years' experience trading in institutional financial markets in Australia, Asia-Pac, Europe and the Americas.

Joe has established trading desks in Sydney, Singapore, London and Chicago and during that time has been at the vanguard of many of the dramatic regulatory, technological and market structure changes faced by asset managers.


Joe has been a floor trader, futures broker, sales trader, derivatives dealer and people leader in a number of leading firms including BZW, Bankers Trust, Principal Global Investors and Citigroup. Most recently Joe was Global Head of Dealing, Exposure Management and Transitions at AMP Capital where he led the creation of a centralised multi-asset capability responsible for the implementation of all investment decisions by the $200bn asset manager.


In this role, Joe was also business owner of a number of key order management and execution management systems, had direct engagement with global regulators, was Responsible Manager under the firm's AFSL and for four years represented the firm on the Investment Board Committee of the Financial Services Council.

Joe graduated from Sydney University in 1989 with a BA majoring in Pure Mathematics.


Jason Lapping

Head of International Equities Trading

Dimensional Fund Advisors

Jason Lapping heads Dimensional’s International trading team, with twelve traders located in London, Singapore and Sydney. His focus is on ensuring the firm's execution strategies and technological infrastructure meet the highest standards.

Originally from South Africa, Jason studied economics at the University of Cape Town before moving to London to start his career in the financial sector. Jason joined Dimensional in 2010 and brings deep knowledge and experience of global markets, including the unique microstructure of those in the Asia Pacific region. This experience was garnered over fourteen years working around the world with Societe Generale in their equities derivatives division, and heading desks in London, Paris, Hong Kong and Australia.

Jason reports to Ryan Wiley, Head of Global Equity Trading.



Janelle Manchee

Senior Equities Dealer

IFM Investors

Janelle Manchee is a Senior Equities Dealer at IFM Investors dealing for the Australian Small Caps Fund. Janelle started her career at BZW/ABN AMRO as a seats operator and then Sales Trader. After 10 years she joined UBS, working as a Senior Equities Sales Trader for 7 years. In 2015 she moved to AB Global as a regional buy-side dealer. In between she took a break from equity markets, trying her hand at foreign exchange at NAB for 2 years.

She has 2 young children and is passionate about delivering best-execution for buy-side clients in complex small cap markets.


Tim Mitchell

Global Head of Governance Consulting

Willis Towers Watson

Tim is Global Head of Governance Consulting for Willis Towers Watson and is based in Melbourne, where he specialises in investment governance and organisational design. In this role, Tim works with some of the world’s leading asset owners exploring how their investment and organisational practices are evolving. 

Tim has 39 years of experience in working with investment managers, asset owners and policy design institutions. Prior to joining Willis Towers Watson, Tim was a senior executive at the New Zealand Superannuation Fund, New Zealand’s sovereign wealth fund. At the Super Fund, which he joined at its inception in 2002, Tim focused on building sound organisational frameworks around governance, investment and enterprise risk management. For some years he chaired the Fund’s risk committee, having previously chaired its investment committee.

Recent projects have included co-leading the investment organisational effectiveness projects for TCorp and the “Smart Leadership, Sound Followership” study for the Future Fund, as well as governance reviews and organisational effectiveness advice for various sovereign wealth and pension funds as well as family offices around the world. 

Prior to joining the Super Fund, Tim was a principal advisor at the New Zealand Treasury where he focused on governance and design of financial institutions owned by the New Zealand Government. For many years prior to joining the Treasury, he worked with private sector asset owners focusing on pension, insurance and mutual fund clients. In those roles he worked across asset classes, strategy and held chief investment officer responsibilities.

Tim is a CFA charter holder.


Rob Nash

Sales Manager - Trade Execution

Australian Securities Exchange

Rob is a financial services all-rounder who has 30 years of experience across various roles in financial markets.

In funds management, Rob’s career spans senior trading and portfolio management positions at AMP Capital, HSBC Asset Management, and was a founding partner of Frontera Investment Partners, an event driven Hedge Fund investing across Asia.

With investment banks UBS, JP Morgan and Credit Suisse, Rob specialised in advising some of the world’s largest pension funds, hedge funds, and corporates clients with their equity trading strategies. Rob was relied upon as the subject matter expert in areas such as Index events, M&A, on market buybacks, and capital raisings.

In 2016, as Chief Operating Officer at Contango Asset Management, Rob was part of a team that structured and listed an active ETF and a global LIC fund, as well as being responsible for the firms’ dealing team, IT strategy & Operational risk.

Joining the Trading Services division of the ASX in 2018, Rob is able to draw upon his broad experience from both Funds Management and Investment Banking in order to provide clients from both ‘buy & sell’ sides with a deep understanding of their businesses and a high level of service.

Rob has a Masters in Applied Finance from University of Technology, Sydney.


Dr Richard Philip


University of Sydney

Richard commenced as a lecturer at the University of Sydney in 2013.  He received his PhD in finance from the University of Sydney and holds a Bachelor of Engineering (Hons 1) and Bachelor of Commerce (majoring in finance and econometrics).


Prior to joining Sydney University he worked at various investment banks as a quantitative prop trader with a particular focus on high frequency trading.  He also spent time developing systematic trading strategies in a hedge fund.


Andrew Povah

Head of Core Advisory

Willis Towers Watson​

Andrew Povah is Willis Towers Watson's Head of Core Advisory, based in Sydney. He is primarily involved with advising institutional clients on a range of investment issues including strategic asset allocation, as well as manager structure and selection. Andrew consults to a diverse client mix including corporate superannuation plans, insurance companies, charities and endowments.

Andrew has 21 years of investment industry experience. Prior to joining Willis Towers Watson in 2008, Andrew worked at Aon Consulting both in Australia and the UK for nine years, consulting to a large range of institutional investors including both defined contribution and defined benefit clients.

Andrew is a Fellow of the Institute of Actuaries and holds a Bachelor of Science in Mathematics (Honours) from the University of Nottingham.


Craig Roodt
Director - Investment & Wealth Advisory


Craig is a Director in our Investment & Wealth Advisory practice, having worked across the investment value chain, with a special focus on investment governance and investment risk management. Before joining Deloitte Craig was the Head of Investment Risk at the Australian Prudential Regulation Authority, leading a specialist team that was involved in developing the policy framework, as well as performing detailed assessments of individual institutions.

Craig’s activities included the development of the investment governance prudential standard and associated guidance, the good practice guide to unit pricing, as well as other guidance on operational due diligence. Craig’s activities over his time at APRA has helped to improve standards across the industry as well as raise awareness of the criticality of effective investment risk management.


Kristye van de Geer
Senior Manager, Interest Rate Products

Australian Securities Exchange

Kristye is well known and respected within the Australian financial markets with more than 20 years’ experience covering Australian interest rate products, spanning the Sydney Futures Exchange and the Australian Securities Exchange (ASX).


As Senior Manager, Interest Rate Products at ASX, Kristye is responsible for the development and management of interest-rate derivatives, including Australian and New Zealand dollar futures, options and benchmarks. 


In recent years Kristye worked with the market and regulators to implement the new bank bill swap rate (BBSW) transaction-based methodology, strengthening BBSW for the Australian financial markets.  Kristye’s current focus is on listed derivative market structure and the development of new Australian dollar benchmarks in line with global benchmark regulatory reform.


Ryan Verlin
Vice President, Portfolio Lifecycle Solutions

Ryan Verlin is the Global Head of Portfolio Lifecycle Solutions Sales at FactSet Research Systems. Ryan specializes in integrated investment solutions that leverage data, analytics and cutting-edge trading technology to give clients the advantage they need in today’s competitive market.


Prior to joining FactSet in March of 2017, Ryan was a Vice President of Fixed Income Trading at Lazard Asset Management where he traded both taxable and tax-exempt fixed income securities. Ryan spent the first nine years of his career as an integral member of small, consortium-owned startup TMC Bonds which pioneered the creation and development of an all-to-all electronic marketplace for illiquid, over-the-counter fixed income securities. TMC Bonds was acquired by Intercontinental Exchange (ICE) in 2018.  Ryan’s interest in the fintech space stems from the role technology plays in removing inefficiencies from the market and ultimately delivering more value and transparency to investors.

Ryan is a CFA Charterholder and recently served on the Board of Directors at the CFA Society of Stamford in his home state of Connecticut. Ryan holds a BBA in Finance from the University of Notre Dame.


Alicia Vidler
Founder and ex-Chief Investment Officer

Castilium Capital​

Alicia has over 18 years of trading and finance experience across the globe. She co-founded a London based artificial intelligence hedge fund working as its CIO for over five years.

Previously a director in proprietary trading at Merrill Lynch she also held senior roles at Bank of America and RiskMetrics Group. She began her career at Deutsche Bank in Sydney and has a BSc in mathematics and finance and studied for a PhD in mathematics at Imperial College London. 

Alicia has a keen interest in applied AI to trading and FinTech more broadly. She is a founding member and co-chairperson of 100 Women in Finance, Sydney branch.


Sam Willis
Senior Trader and Vice President


A vice president in Dimensional's Sydney office, Sam Willis is a senior member of the Global Equity Trading team and implements the firm's execution strategy across 12 markets in the Asia Pacific. In his role, Sam also manages external relationships with broker and technology partners and presents on Dimensional's implementation process to clients and prospects.

Originally from the United Kingdom, Sam has more than 16 years of experience in trading international equities. Before joining Dimensional in 2010, he worked for the execution broker and trading technology provider ITG, spending four years in Europe from 2002 before relocating to Sydney in 2006. Prior to ITG, Sam was an equity sales trader with Hoenig & Co. Ltd in London.

Sam holds a B.A. in Economics from Anglia Ruskin University, Cambridge.

  • LinkedIn Social Icon
  • Twitter

© Fund Business 2020. All rights reserved. Fund Business, Fund Operations Network and MALER Media are trademarks of MALER Investments Pty Ltd, ACN 618 242 265.​