by invitation only

Office of the Australian Consulate General in New York

Keynote speakers:

Dennis Richardson, Australian Ambassador to the US

Dennis Richardson was appointed as Ambassador of Australia to the United States in June 2005. He has been a career public servant and has served in various senior public service roles in the Department of the Prime Minister and Cabinet, Foreign Affairs and Trade and Immigration.

Peter Jolly, Head of Research Division, NABCapital

National Australia Bank is one of the world’s top 30 financial services companies with total funds under custody and administration of $US445 billion. NABCapital is a division of the National Australia Bank Group with operations in Asia, Australia, New Zealand, the United Kingdom and New York, offering an extensive range of funding, risk management and investment solutions.

Mark McFarlane, Partner, Mallesons Stephen Jaques
Jim Boynton, Partner, Mallesons Stephen Jaques

Mallesons Stephen Jaques is Australia’s most successful commercial law firm. It focuses on advising major corporations and financial institutions in Australia and Asia, resourced by approximately 2000employees, including over 1000 legal staff.

Kylie Holbrook, Business Unit Manager - Fund Compliance Services, Perpetual

Perpetual Limited is an ASX Top 200 company with a market capitalisation of more than $US3.01 billion, funds under management of $US36.8 billion and funds under administration $US197.5 billion. Perpetual’s Corporate Trust offers securitisation, trust and responsible entity services, and acts as trustee for corporate debt issues, infrastructure projects, development capital, management buyouts and property trusts.

Sheridan Lee, Principal, Shed Enterprises

Shed Enterprises is a third party marketing company specialising in the representation of predominantly off-shore, style-diversified fund managers to the wholesale Australian and New Zealand investment community.

John Williams, Managing Director, Lumina BPO

Lumina provides specialist outsourced accountancy services and acts as the accounting and finance department for organisations ranging from multi-nationals establishing a presence in Australia through to small and medium sizes Australian Securities Exchange listed companies.

Peter Curtis, Senior Manager of Investments at AustralianSuper

AustralianSuper is one of the largest pension funds in Australia. Peter Curtis is responsible for all aspects of implementing the fund’s portfolio.

Peter Gunning, global chief investment officer and managing director, multi-manager investments, Russell Investments

Russell Investments has global assets under management of $230 billion, with $23 billion in funds for Australian institutional clients. As global CIO, Peter’s role includes the direction of Russell’s investment management and research activities worldwide. Prior to this role he was the regional chief investment officer for the Asia Pacific including oversight of investment research in the region.

Benjamin Phillips, managing director, Putnam Lovell

Benjamin oversees the strategic research and consulting functions and advises Putnam Lovell clients on strategy and

Con Michalakis, director of marketing and client services, Pzena Investments

Pzena Investment Management is an independent value-style investment management firm with $US23 billion in assets. It employs more than 80 employees, all in New York. Con has held various roles in the Australian asset management industry including senior positions at Merrill Lynch Investment Management, Alliance Capital and consulting firm, Watson Wyatt.

Andrew Baker, managing partner, Tria Investment Partners

Established by Andrew in 2004, Tria Investment Partners is a specialist wealth management consulting firm, which manages small-to-medium wealth management projects. Andrew’s focus is on research, strategy development and project management of complex new products and restructures.

Colin Tate, Executive Director, Conexus Financial

Conexus Financial is Australia’s pre-eminent publisher and conference producer for the financial services industry. It publishes two monthly magazines servicing the wholesale and retail investment industries as well as a weekly online news publication. Conexus convenes conferences and roundtables on topics that are at the cutting edge of investment innovation and administration.

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