Venue
Grand Hyatt Melbourne
Grand Hyatt Melbourne, 123 Collins St, Melbourne VIC 3000, Australia

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Event Date Tue May 14 AEST - Wed May 15 AEST (7 months ago)
In your timezone (EST): Mon May 13 10:00am - Tue May 14 10:00am
Location Grand Hyatt Melbourne
123 Collins St, Melbourne VIC 3000, Australia
Region APAC
Details

The day one Networking Drinks for registered delegates will be held at the Spice Market, located under the hotel. This annual conference brings together those who work in capital markets and private wealth management, providing valuable professional development opportunities. The forum is designed to explore the future of the industry amidst rapidly changing demographics, regulations, technology and industry-wide initiatives that will help shape the evolution of Australia’s equity markets.

Speakers

2024 Speakers

Sarah Abood
CEO, Financial Advice Association of Australia (FAAA)

Philip Baker
Finance journalist and media consultant

Julie Ballard
Director of Channel Management, S&P Dow Jones Indices (S&P DJI)

Andrew Bird
General Manager Advice, JBWere

Siobhan Blewitt
CEO & Portfolio Manager, Frais Capital

Cilla Boreham
Non-executive Director

Amanda Boyce
Head of Advice, Euroz Hartleys

Peter Burgess
CEO, SMSF Association

Peter Bryant
Managing Director, Enterprise Products, Australia & NZ, Morningstar

Tim Buckley
Director, Climate Energy Finance (CEF)

Paul Conn
President, Computershare Global Capital Markets

Simone Constant
Commissioner, ASIC

Rory Cunningham
Senior Manager, Investment Products, ASX

Nicholas Davis
Industry Professor and Co-director, Human Technology Institute (HTI), University of Technology

Hamish Dee
Director, Morgans Financial

Paul Derham
Partner, Holley Nethercote

George Deva
National Head of Private Wealth, Shaw and Partners

Dr Laura De Zwaan
Senior Lecturer, QUT

James Dickson
CEO, Oceanic Consulting Group

David Ferrall
Founder & CEO, FinClear Group

Judith Fox
CEO, Stockbrokers and Investment Advisers Association

Brad Gale
Chief Executive Officer, Wilsons Advisory

Kate Galvin
CEO, Victorian Funds Management Corporation

Lee Garf
General Manager, NICE Actimize

Stephen Godfrey
Senior Private Wealth Adviser, Ord Minnett

Jonathan Gordon
Partner, Ashurst

Andrew Gregory
Head of Advice and Education, UniSuper

Tamara Haban-Beer Stats
Director, BlackRock

James Hammond
Vice President of Business Development – APAC, FlexTrade Systems

Greg Hansen
Executive, Group Strategy, HUB24

Paul Heath
Founding Partner and Chief Executive Officer, Koda Capital

Rebecca Hill
Head of Wealth Management Australia, Morgan Stanley

Jason Hoang
CEO - Trading & Market Data, Iress

Jon Howie
CEO, Stake

Michelle Huckel
Policy Manager, Stockbrokers and Investment Advisers Association

Michelle Inns
Chief Operating Officer, LGT Crestone

Brooke Juniper
CEO, Sage

Craig Keary
Chief Executive Officer, Selfwealth

Sarah King
Head of Client Care & Advice, Stockspot

Juanita Knights
Partner, Wealth Advisory, Deloitte

Rob Koh
Equity Research Analyst, Utilities, Infrastructure, Energy & ESG, Morgan Stanley

Luke Laretive
CEO & Investment Adviser, Seneca

Regina Liu
Managing Director, J.P Morgan Asset Management

Helen Lofthouse
MD and CEO, Executive Director, ASX

Aanya Madhani
South APAC Sales Lead – Digital Wealth Solutions, London Stock Exchange Group

Craig Mason
Executive Chairman, Complii FinTech Solutions

Matthew Nicholls
Head of Advice, Wilsons Advisory

Te Okeroa
Head of Sales, Trading and Customer Relationships, AUSIEX

Benjamin Phillips
Head of Product Development, Cboe Australia

Prasad Patkar
Head of Investments, Platypus

Owen Rask
Founder and Chief Investment Officer, Rask Invest

David Rosen
Managing Director and Head of Investment Platforms, Morgan Stanley US

Vihari Ross
Portfolio Manager, Antipodes

Patrick Salis
Chief Executive Officer, AUSIEX

Marcia Senn
Head of Financial Planning, Morgans Financial

Karin Setchell
General Manager - Product, CommSec

Tahn Sharpe
Managing Editor, The Inside Network

Adam Smith
CEO, Saxo Capital Markets

Brandon Tai
Head of Markets Development, NZX

Sonia Teitel
Co-Managing Director, Renewables Australia, Octopus Investments

Louise Tran
Head of OzHarvest Ventures, OzHarvest Ventures

Clive Triance
Group Executive, Securities and Payments, ASX

Andrew Varlamos
CEO/Co-founder, OpenInvest

Karren Vergara
Senior Journalist, Financial Standard

Alex Vynokur
Chief Executive Officer, Betashares

Mark Wootton
Co-Head Financial and Corporate Client Line, BNP Paribas

Peter Worn
Joint Managing Director, Finura Group

Tae Yoo
Managing Director, Hong Kong Exchanges and Clearing Ltd (HKEX)

Sponsors & Partners

2024 Partners

MAJOR PARTNER:
• ASX

GOLD PARTNERS:
• Ausiex
• HUB
• J.P Morgan
• Oceanic

SILVER PARTNERS:
• Fin Clear
• Iress
• Saxo
• Tandem Securities

BRONZE PARTNERS:
• Antipodes
• ANZ
• Blockchain
• CBoe
• Flex Trade
• L1 Capital
• LSEG
• Morning Star
• Nice Antimize
• S & P Global
• TCS
• Vanguard

SUPPORTER PARTNERS:
• Acclaim
• Brodridge
• Chelmer
• Financial Simplicity
• HN
• NSEA
• Vaneck
• View Trade