3rd Investment Implementation Summit

Speakers - May / June 2020

Webcast Series


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.

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Alistair Barker
Head of Portfolio Construction


Alistair joined AustralianSuper in 2008, and is responsible for portfolio construction and portfolio control within the investment team.  He is also involved in the portfolio and investment department strategy, the research of new investment products and options and assessment of new investment opportunities.

Prior to joining AustralianSuper Alistair was an investment director at Hastings Funds Management, where he was responsible for developing portfolio construction and strategy, the implementation of infrastructure and other private market investments, and investment research.  He also served on the board of directors of a number of investee companies, including Perth Airport, ElectraNet South Australia and Hancock Victorian Plantations.  Before that, Alistair worked in the infrastructure and private markets team at National Asset Management.

Alistair holds a bachelor of commerce (honours in finance and actuarial studies) from the University of Melbourne, and is a Fellow of the Institute of Actuaries of Australia.

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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.

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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.

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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.

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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.

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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.

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Greg Cooper

Non-Executive Director

NSW Treasury Corporation; Perpetual; Colonial First State

Investment industry experience covering 28 years. Director of Perpetual Limited, NSW Treasury Corporation, Colonial First State Investments Limited and Avanteos Investments Limited (collectively known as Colonial First State), a group subsidiary of Commonwealth Bank of Australia. Director of Australian Indigenous Education Foundation, Kincoppal Rose Bay School of the Sacred Heart and OpenInvest Holdings Limited. Member of St Ignatius College Investment Committee.

Formerly Chief Executive Officer and Director for Schroder Investment Management Australia, retired in December 2018. Previous roles in Schroders as Head of Global Institutional business and Head of Product Strategy for Asia Pacific spanning 18 years. Former Head of Actuarial Consulting for Towers Perrin in Asia, based in Hong Kong. Deputy Chairman and Director of the Financial Services Council for 10 years until December 2018. Fellow of the institute of Actuaries of Australia and the UK, Bachelor of Economics from Macquarie University.

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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.

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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.

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Lawrence Dryden

Head of Currency Overlay

National Australia Bank

Lawrence has extensive experience in Currency Overlay. Prior to joining NAB he was Head of Currency – Europe for SSGA based in London from 2005 to 2015. Prior to joining the London team in December 2005, he was Head of the Asset Allocation and Currency Management group for SSGA Australia, Limited.

Before joining SSGA in 1997, he worked at Axiom Funds Management as a Quantitative Analyst where he was responsible for portfolio analysis and strategy for TAA and currency portfolios.

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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.


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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.

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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.

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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. 

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Richard Kerr

Head of Treasury Services

IFM Investors

Richard has overall responsibility for the Treasury Services business. He offers strategic advice, tactical portfolio ideas, product development and implementation guidance over cash, fixed interest, foreign exchange and derivatives. He has more than 30 years of broad senior portfolio management and financial markets experience.


Previous positions include bank liquidity management at NAB, fixed income trading at County Natwest and JP Morgan, proprietary trading at Dresdner Bank NY, Head of Currency at Macquarie Funds Group, managing passive and dynamic foreign exchange hedging portfolios as well as designing and launching the Macquarie Global Active Currency Fund.


Other positions include Head of Foreign Exchange Risk for Consolidated Press Holdings, and Executive Director Institutional Currency at Morgan Stanley, focusing on quantitative foreign exchange overlays and research for Institutions.

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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.


Christopher Matsko

Head of FX Trading Services


Christopher is responsible for overseeing all facets of FactSet's global FX business, which includes guiding clients through an increasingly complex regulatory environment that demands real-time analytics, transaction cost analysis (TCA), and custom trading capabilities.

Christopher’s experience providing workflow solutions to the asset management community via multi-dealer E-FX platforms gives him an unparalleled perspective on the various execution methods employed over the past decade of market evolution.

Prior to joining FactSet through the Portware acquisition, Christopher held senior roles in management and sales at 360T and FXall, where his focus was on growing both firms’ presence within the real money trading community.

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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.

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Nader Naeimi

Head of Dynamic Markets

AMP Capital

With over 25 years’ experience in Australian financial markets, including 20 years as part of AMP Capital’s Investment Strategy and Dynamic Markets, Nader’s responsibilities include analysis of key macro and market factors influencing global markets.

As the Head of Dynamic Markets, Nader is responsible for leading the Dynamic Asset Allocation for the Multi Asset Group which is implemented across several portfolios totalling over A$85 billion. Nader is the lead portfolio manager for the AMP Capital Dynamic Markets Fund. 

Nader joined AMP Capital as a Senior Investment Strategist in 2000 and was appointed as the Head of Dynamic Markets in 2010. Prior to AMP, Nader worked in various investment roles within GIO Asset Management and Bankers Trust Australia.

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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.

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Murrough O'Brien

Director, Institutional Sales


Murrough has worked in finance for nearly 20 years, in New York, London and Australia.


Throughout much of his career in finance, he’s worked in the field of Electronic Trading, starting at JP Morgan in London before eventually moving to Australia and becoming Head of Electronic Execution for Citi in Australia and subsequently Country Head for Liquidnet Australia.


He now runs Institutional Sales at Chi-X Australia and works closely with institutional brokers and market makers.

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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.

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Anthony Robson

CEO & Managing Director,


Anthony is currently the CEO and Managing Director of Yieldbroker, having joined the company mid 2017. Yieldbroker operates an Institutional only electronic Fixed Income trading portal for over-the-counter Interest rate based securities and derivatives. It spans the AUD and NZD markets in both interbank and bank to client, primary and secondary markets, and services clients based locally and overseas.

Prior to Yieldbroker, Anthony was Managing Director and Head of Markets at Barclays Australia. Prior to that he was Managing Director at UBS in London with responsibility for the Japan / APAC Rates businesses in Europe and North America. He had previously held senior positions at UBS in Australia and Westpac in Sydney and New York.


Anthony specifically has traded all Interest rate products including bonds, credit, swaps and options across AUD, NZD, JPY and USD. He has over 30 years’ experience in the financial services industry.

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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.

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Laura Ryan

Head of Research,

Ardea Investment Management

Dr Laura Ryan is Head of Research at Ardea and is responsible for both the Client Solutions and Portfolio Research teams.

The Client Solutions team undertakes independent quantitative research to help clients solve investment problems. The Portfolio Research team is responsible for developing value-added recommendations to drive portfolio performance and improve client outcomes.

Laura is an internationally published academic with papers appearing in ‘The Journal of Portfolio Management’ and ‘The Journal of Forecasting’, among others. Previously, Laura was Senior Vice President (Quantitative Research) and a member of the Australian senior management team at PIMCO. With 21 years of investment experience, Laura’s other roles include Manager of Quantitative Strategy at Commonwealth Bank, Quantitative Manager at AMP Capital and Lecturer in Statistics at the Australian National University (ANU).

Laura holds a Ph.D. in statistics from the ANU, a Master of Quantitative Finance from the University of Technology Sydney and an Honours degree in Actuarial Studies from the ANU.

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Daniel Siluk

Managing Director & Portfolio Manager,

Kapstream Capital

Daniel Siluk is a Managing Director and Portfolio Manager for Kapstream Capital, and as a member of Kapstream’s Investment Committee is jointly responsible for macro themes and positioning of the firm’s absolute return income strategies. Additionally he is responsible for risk and portfolio analytics.

Prior to joining Kapstream in 2009, Mr Siluk served as Manager of Investment Analytics at Challenger Financial Services Group, between 2007 to 2009. At Challenger, Mr Siluk was responsible for providing attribution and risk metrics for their internal funds management business, as well as their boutique partnerships, which included Kapstream.


Prior to joining Challenger, Mr Siluk spent four years in London where he was responsible for implementing and testing attribution and risk systems. Mr Siluk’s employers included Insight Investment, the funds management arm of Halifax Bank of Scotland (2003 to 2006), as well as Northern Trust (2006 to 2007). Mr Siluk holds a Bachelor of Applied Finance from Macquarie University.


Stuart Simmons

Head of Currency, Liquid Markets Group,


Stuart has over 25 years’ experience in the financial industry and 20 years' experience in FX markets.

As Head of Currency in QIC's Liquid Markets Group, he is responsible for currency management across overlay and implemented client solutions.  He represents QIC on the Australian Foreign Exchange Committee and is Australia’s private sector representative on the Global Foreign Exchange Committee.

Before joining QIC in April 2015, Stuart was Managing Director at Principal Global Investors (London) and Director in FX Sales at ANZ (London).

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Mateja Spat
Associate Director, Trading Analytics

IHS Markit

Mateja Spat is a Trading Analytics product specialist at IHS Markit, based in Singapore. Since relocating to Asia in early 2019, she has been developing Trading Analytics business in region. 

Prior to that, Mateja spent several years helping clients navigate Best Execution regulation with the implementation of Mifid II rules in London. 

She graduated with honors from University of Ljubljana with a degree in Business Informatics and Economics.

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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.

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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.