Speakers FX Week Australia 2019
Senior Executive Leader, Market Supervision
Australian Securities and Investments Commission
Calissa leads ASIC’s Market Supervision team. The team is responsible for the real-time surveillance and monitoring of trading activities across Australia’s equities, futures and OTC markets. It is also responsible for market intermediaries’ compliance and conduct, and monitoring the distribution of complex products. Calissa held senior leadership roles in ASIC’s Market Supervision and Market Infrastructure since 2009. Before joining ASIC, she held roles at the Royal Bank of Scotland in London, the UK Financial Services Authority (now the Financial Conduct Authority), Markit and the Australian Treasury.
Head of FX Strategy
National Australia Bank
Ray Attrill is Head of FX Strategy within the Markets division of National Australia Bank. In this role, he advises the bank’s dealing rooms and institutional and corporate clients on developments in global foreign exchange markets. Ray has 30 years’ experience as an economist and market strategist, obtained in roles working in London, Sydney and the United States. Prior to joining NAB in 2012, he held a similar role at BNP Paribas, based in New York. He holds both Master and Bachelor of Science degrees in economics from the London School of Economics.
Senior Dealer, Global Dealing and Exposure Management
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.
Deutsche Bank Australia/NZ
Macro Strategist, and Head of Macro Research
Tim Baker is Head of Australia/NZ Macro Research at Deutsche Bank, and is the G10 FX Strategist in the Asia-Pac region, with primary responsibility for the Australian and NZ currencies. He is also the Australian equity strategist, with responsibility for providing macro and sector views on the equity market. Prior to joining Deutsche Bank in 2007, Tim worked as an economist at the Reserve Bank of Australia, providing analysis of developments in global macro, wages and inflation, and various industries. Before entering the RBA's graduate program, Tim completed a Bachelor of Commerce degree, with first-class honours in economics.
Head of Asia Pacific
Kate Birchall is Head of Asia Pacific for LCH Ltd. In her role, she is responsible for LCH’s business in the region, including the CCP’s existing OTC derivatives clearing operations in Sydney and Tokyo.
Prior to joining LCH in October 2018, Kate was Head of Portfolio Optimisation and Collateral at National Australia Bank. She has also held senior roles in Structuring, Portfolio Management and Credit Research in Australia and London.
Kate holds an EMBA from the London Business School and a BA in Mathematics from the University of Queensland.
Dane has extensive experience in financial risk management and treasury matters, having worked across banking, consulting and now corporate treasury. He has over 20 years’ experience working in financial markets in Perth, Sydney and London for various banks followed by 5 years as a consultant for KPMG in the area of financial risk management. He moved into a corporate role at Dexus Property Group as the Treasury Services Manager in 2015 and commenced as the Group Treasurer at Cochlear in 2016.
Chief Economist for Australia, New Zealand and Global Commodities
HSBC Bank Australia
Paul Bloxham is HSBC’s Chief Economist for Australia, New Zealand and Global Commodities and is a Managing Director. He is chief spokesperson for HSBC on forecasts and trends for the Australian and New Zealand economies and their interaction with global financial markets and international economies. Paul is also a key spokesperson on HSBC’s unique view on global commodity markets and works closely with HSBC’s global equities team. He is also a member of the Australian National University's Shadow Reserve Bank Board and is an Adjunct Professor at Curtin University. In 2017, Paul’s team won Focus Economics awards for best overall forecaster for each of Australia and New Zealand. Prior to joining HSBC in 2010, Paul Bloxham spent 12 years as an economist within the Reserve Bank of Australia's Economic Analysis Department. Paul holds a Master's degree in public financial policy from the London School of Economics.
The Hon Peter Collins AM QC
A Barrister and ABC journalist before his election to the NSW Parliament, Peter Collins served for 22 years in senior roles including Minister for Health, Attorney General and Treasurer of NSW during his seven years in the Greiner/Fahey Government, and a further six years as Deputy Leader and Leader of the Opposition, before leaving the Parliament in 2003.
Peter has been a Director of Industry SuperFund HOSTPLUS since 2006. He is also a Fellow of the Australian Institute of Superannuation Trustees (FAIST); Chairman of the Sydney Financial Forum; and founder of Barton Deakin Government Relations which he established in 2009. Other appointments have included, Board member of the Workers Compensation Insurance Fund Investment Board of NSW (2005 to 2012); Chair of St. John Ambulance NSW (2007 to 2013); and Chair of the Australian Institute of Health and Welfare (2004 to 2011).
The NSW Government has appointed him Chairman of Nepean Blue Mountains Local Health District; and to the Board of the INVICTUS Games 2018.
QBE Insurance Group Limited
Danny joined QBE Insurance Group Limited (“QBE”) in early 2018 as Group Treasurer. Danny has global responsibility for QBE’s treasury activities, leading a team based in Sydney, New York, London and Asia. Danny’s responsibility includes QBE’s debt and equity capital markets activity, debt investors and rating agency management, capital planning and forecasting, foreign exchange hedging, cash management, divisional treasury (USA, Europe, Asia and Australia) as well as Treasury operations.
Prior to QBE, Danny held senior management roles at National Australia Bank Limited (“NAB”) as General Manager, Global Head of Financial Institutions Group (“FIG”) and also Global Head of Client Solutions & Advisory.
Prior to NAB, Danny was with Bank of America Merrill Lynch (“BAML”), where he was Managing Director, Head of the Financial Institutions Group for Australia and Head of the Strategic Capital Group for Asia Pacific.
Bill Goodbody Jr
Chief Operating Officer
Bill Goodbody, Jr. is the Chief Operating Officer and advisor to the Board of AE Capital. Bill is responsible for Risk & Compliance, Investor Relations and all day-to-day operations of the business.
Bill has 25 years of experience in the financial services industry and joined AE Capital in November 2017.
Prior to joining AE Capital, Bill was Senior Vice President & Head of Foreign Exchange at Bats Global Markets, Inc. in New York. Bill joined Bats in March 2015 as part of its acquisition of the Hotspot FX business from KCG Holdings, a business that Bill led since 2008. Before Hotspot, Bill spent more than 15 years in senior leadership roles within the Equities businesses of KCG Holdings, Knight Capital Group and Jefferies & Company.
Bill was a founding member and Secretary of the Foreign Exchange Professionals Association (FXPA), an organisation which represents the interests of FX industry participants. Bill has also previously served as a director on the boards of NSX Holdings, Inc., and the National Stock Exchange, Inc., an electronic stock exchange in the United States.
Bill has a Bachelor of Arts in Government from Georgetown University.
Professor and Chair, Tax and Transfer Policy Institute Crawford School
The Australian National University
Dr John Hewson is an economic and financial expert with experience in academia, politics, business, media and charitable causes. Dr Hewson’s political career included seven years as a ministerial adviser to two Federal Treasurers as well as Prime Minister Fraser. He also served a further eight years as the Member for Wentworth in the Federal Parliament. He was Shadow Finance Minister, Shadow Treasurer and Shadow Minister for Industry and Commerce, and Leader of the Liberal Party and the Federal Coalition in Opposition for four years. Member in the Order of Australia- For service to business and economics, to the Australian Parliament and politics, and to the community.
Dr Hewson is a regular commentator in the media, with a regular column in the Australian Financial Review and hundreds of speeches/lectures at conferences around the world, and has appeared regularly as a radio and television commentator for nearly 35 years.
UTS Business School
Warren Hogan is an economist and financial markets strategist who has worked for major banks and Government for the past 25 years. He is based in Australia having worked for The Australian Government Treasury, Credit Suisse and ANZ Bank where be held the position of Chief Economist from 2010 to 2016.
Warren has extensive international experience having spent much of the past 25 years travelling the world speaking to investors, governments and major corporations about the world economy and global financial markets. His advice is sought by investors, politicians and corporate leaders. As ANZ Chief Economist, Warren was responsible for a team of 50 economists and strategists with a focus on the Asian region and the global markets.
Warren has been recognised as one of Australia’s top business economists in industry surveys and awards. He is a commentator in the media with regular interviews on ABC, Sky, CNBC and Bloomberg as well as major global publications including The Economist magazine and The Financial Times. He is an Industry Professor and the inaugural Executive in Residence at the UTS Business School in Sydney. Warren is married with 2 children.
Head of Government & Industry Relations, People, Corporate Affairs & Sustainability
Challenger Limited is an ASX-listed investment management firm managing around $81 billion in assets, focussed on providing customers with financial security for retirement. Prior to joining Challenger, Carla was Senior Policy Manager for Investment and Global Markets at the Financial Services Council. Carla has previously worked as a ministerial advisor to the NSW state government, at Henry Davis York law firm, and in various product development and corporate strategy roles across the financial services sector. Carla is a practicing solicitor and holds a Masters of Law (Hons) and Juris Doctor from the University of Technology Sydney, an Executive MBA from the Australian Graduate School of Management, a Bachelor of Applied Psychology from the University of Canberra, and is a Graduate of the Australian Institute of Company Directors.
Executive Director, FICC
Goldman Sachs International
Rob has over a decade of experience in electronic FX from his time at Deutsche Bank and Goldman in both London & Asia. Currently Rob heads up the Asia eFICC sales team at GS, based in Hong Kong.
Dr. Alex Joiner is the Chief Economist at IFM Investors and also sits on its investment committee. He is responsible for the firm's economic, financial market, policy and geopolitical analysis and forecasting that underpin its investment and portfolio management processes. He represents IFM with domestic and global clients as well as with governments, central banks, financial institutions and corporates. He has over 15 years of professional experience and prior to joining IFM Investors, Alex was the Chief Economist (Australian & New Zealand) at Bank of America Merrill Lynch, a senior economist at ANZ Bank and an economist at the Victorian Department of Treasury. He holds a first-class honours degree in economics and a PhD in econometrics from Monash University. Alex also sits on the Australian Business Economists committee and the UN-supported Principles for Responsible Investment Macroeconomic Risks Advisory Group.
Assistant Governor (Financial Markets)
Reserve Bank of Australia
Christopher Kent is the Assistant Governor (Financial Markets) at the Reserve Bank of Australia, a position he has held since December 2016. In this role, he is responsible for the oversight of the Bank's operations in the domestic and global financial markets, including the management of Australia's foreign reserves. He briefs the Reserve Bank Board on developments in financial markets at the monthly Board meetings and participates as the Bank's representative on the BIS Markets Committee and the BIS Committee on Global Financial Stability.
Prior to this, Christopher was the Assistant Governor (Economic) for five years and as such was the chief economic advisor to the Governor and the Board. Christopher has also worked as Head of Payments Policy Department and earlier as Head of Economic Research Department and he spent two years with the International Monetary Fund working on the Italian desk.
Executive Director, Debt Investments
Richard has overall responsibility for the Treasury Services business within Debt Investments. He offers strategic advice, tactical portfolio ideas, product development and implementation guidance over cash, FI, FX and derivative portfolios.
He has 33 years of broad senior portfolio management and financial markets experience including bank liquidity management at NAB, fixed income trading at County Natwest and JP Morgan, Proprietary trading at Dresdner Bank NY, Head of Currency Management at Macquarie Funds Group, managing passive and dynamic FX hedging portfolios as well as managing the Macquarie “Global Active Currency Fund.” Other positions include Head of FX Risk for Consolidated Press Holdings, and Executive Director, Institutional Currency at Morgan Stanley, focusing on quantitative FX overlays and research for Institutions.
Richard holds a Bachelor of Economics from Monash University.
Executive Director, Fixed Income Technology APAC
After completing a degree in Computer Science and International Management at Sydney's University of Technology I joined UBS as a graduate developer building Fixed Income pricing, trading and risk management applications.
In 2001 I spent a year in London with the global Securities electronic trading technology team then returned to Sydney to build out the offering in Sydney, Tokyo, Singapore, Hong Kong and China along with expansion into derivatives and eventually algorithmic.
In my current role I am responsible for Fixed Income technology for the region and globally for our market making, pricing and execution platform in Rates and Credit.
University of Technology Sydney
Deputy Director Australia-China Relations Institute
James Laurenceson is Deputy Director and Professor at the Australia-China Relations Institute, University of Technology Sydney (UTS).
He has previously held academic appointments at the University of Queensland, Shandong University (China) and Shimonoseki City University (Japan).
His research focuses exclusively on the Chinese economy and has been published in international, peer-reviewed journals such as China Economic Review and China Economic Journal. He regularly writes on contemporary developments in the Chinese economy and in Australia-China economic relations for media outlets such as Australian Financial Review and The Australian.
Justin is an investment manager within the fixed income and currency team at Sunsuper. Justin joined Sunsuper in October 2013 and has over 11 years of industry experience. Prior to joining the firm, Justin worked at Legal & General Investment Management (London), J.P. Morgan (Sydney) and State Street (Sydney). Justin holds a Bachelor of Commerce (Finance) at Macquarie University, Masters of Financial Analysis at the University of New South Wales, is a CFA Charterholder, Certified FRM and Chartered Alternative Investments Analyst.
Commonwealth Bank Group Super
Director on the Board, and Member of the Investment Committee
Currently an Executive Director, Global Markets at the Commonwealth Bank, and also a Director and Member of the Investment Committee.
Previous roles at State Street Global Advisors, AMP Capital, BT Australia and the Reserve Bank of Australia.
Chief Investment Officer
As CIO at Avant Mutual Group, John has primary responsibility for managing Avant’s investments. Leading the investment team in delivering an investment strategy, including portfolio construction, manager selection and asset allocation activities.
Prior to joining Avant, John spent over 10 years working for ING Investment Management and later ANZ Wealth responsible for managing teams that provided asset allocation and currency management active overlay expertise, portfolio execution, dealing across products and services within Australia, New Zealand and Asia.
John has been in the investment industry since 1999 and his previous experience includes working with Bank of Ireland Asset Management (Dublin), where he led teams and held various positions in portfolio management and execution with specialist responsibility for active currency management.
Director, Markets, Australian Financial Markets Association
Mark McCarthy is a Director of Markets & Policy at AFMA and is responsible for managing various technical market and policy committees to promote efficiency and address regulatory issues in Australia’s financial markets. Prior to joining AFMA, Mark had twenty five years’ experience as a dealer and investment banker, trading and managing risk across many asset classes including foreign exchange, precious metals, interest rates and debt and credit markets. He has also worked as an international money broker and as an originator in debt capital markets and complemented this practical experience with a Master’s degree in Applied Finance and an MBA. Mark established his own consultancy in 2009 and worked as a consultant in providing banking, markets and financial services to clients in Australia, Asia and Eastern Europe. He joined AFMA in 2015.
Head of Economics and rates strategy
Bank of America Merrill Lynch
Tony Morriss is a Director and Head of AUD/NZD Economics and Rates Strategy. He is responsible for the forecasting and generation of analysis covering the economy and direction of interest rates and represents the bank’s views in the financial media.
He joined BofA Merrill Lynch Global Research in July 2014. He was previously Global Head of Interest Rate Research at ANZ. Prior to that, he was Senior Economist at New South Wales Treasury Corporation; Market Strategist at Bankers Trust Australia and Managing Analyst Asia for Thomson Financial.
He has a Master’s Degree in Government from The College of William & Mary (US) and a BA in Economics & Politics from Exeter University (UK).
Director Australia & New Zealand
Bruce joined Insight in February 2015 as Director, Australia and New Zealand to lead Insight’s business in Australasia. Prior to Insight, Bruce was a Managing Director at BNY Mellon and has held Director positions at Macquarie Funds Management, Deutsche Asset Management and Deutsche Life where he chaired the investment committee. He is a Graduate of the Australian Institute of Company Directors. Bruce’s career has spanned the armed services, credit analysis, audit, product development and distribution. He holds a BSc and MCom from the University of New South Wales, a Post Graduate Diploma in Management from MGSM and is a CAIA charter holder.
Vice President FX Sales & Relationship Global Foreign Exchange
Northern Trust Capital Markets
Kia Oboudiyat is a Vice President and responsible for FX Client Servicing and Sales.
Kia is responsible for promoting Northern Trust's FX product to institutional clients within the APAC region. His role includes maintaining existing and developing new FX relationships, targeting growth of both custody and third party flow. Other responsibilities include marketing the Bank's e-commerce strategy and maintaining a consistent customer calling programme.
Kia joined Northern Trust in Chicago in 2014 and relocated to Sydney in 2016. Kia has over 10 years’ experience across Capital Markets, FX and Investment Operations.
Prior to joining Northern Trust, Kia worked in Sydney, New York and Miami for Macquarie Group, holding various product & business development positions in the institutional brokerage, equity arbitrage and credit trading businesses with a focus on Emerging Markets & FX.
Kia holds a Bachelors degree in Finance together with a Bachelors of Law from Macquarie University.
Compliance Manager, Wealth, Risk and Compliance
Bendigo and Adelaide Bank Limited
Gaayathri Periasami is a compliance manager for wealth investment products at the Bendigo and Adelaide Bank Limited. She works in a highly dynamic environment with daily responsibilities including managing and monitoring the compliance framework for superannuation, assisting the business unit with its compliance obligations, and assessment of operational risk events. She is also admitted to practice law in Victoria and has held several diverse roles including a stint in politics where she was a legal research adviser for the Hon Senator Bridget McKenzie and a media adviser for Dr Sharman Stone, the former member for Murray. Gaayathri is very passionate about female empowerment and serving the communities she works with, especially in terms of securing financial and economic independence for women. She also has a special interest in projects and programmes affecting regional and rural communities and affairs.
Head of Financial Markets & Trade Finance
Bank of Queensland
A seasoned financial markets professional who has lead Trading, Treasury and Sales businesses globally and regionally encompassing Interest Rate Derivatives, Foreign Exchange, Fixed Income, Money Markets and Funding & Liquidity. Diverse background in Market Making, Portfolio Management, Proprietary Trading and Risk Management.
Currently hired to lead a start-up business for BOQ, as the Head of Financial Markets & Trade Finance. Previous mandates included Head of Financial Markets (APAC) at Lloyds Bank plc and Global Head of Swaps Trading at NAB.
Executive Director, Macro FX Sales
Goldman Sachs International
Catherine Rich works within the Fixed Income, Currency and Commodity team (FICC) team, based in Sydney. In her current role, Cath is responsible for the Foreign Exchange sales business and serves a diverse client base of domestic and international asset managers, superannuation funds, corporations and commercial banks.
Cath joined Goldman Sachs in Sydney in 2013 from Deutsche Bank where she worked across FX sales in Sydney and Singapore. Cath began her career as a graduate at Commonwealth Bank of Australia and has also lived and worked in London & New York.
Head of eFX
Professor of Finance
University of Technology Sydney Business School
Kathy Walsh is a Professor of Finance at the University of Technology Sydney. Her research focuses on the development of China’s financial markets and the impact that will have on Australia. She has written a number of reports on the internationalisation of the renminbi and its potential as a medium for trade, investments and reserves. Professor Walsh’s research is highly regarded internationally and she has attracted substantial research grant funding. She holds a PhD in finance from the AGSM and has prior academic positions at the Australian National University, the University of Sydney and UNSW and industry experience in insurance and financial planning.
Chief Executive Officer
Gavin White is the Chief Executive Officer at Invast Global. Gavin has over 30 years’ experience as a high profile trader and senior executive at top tier investment banks such as Citigroup, Bankers Trust and Barclays Capital.
Gavin has utilised his expertise and deep market knowledge to build Invast Global into an award-winning specialist multi-asset broker and prime services provider. The firm provides high-quality trading services to funds, intermediaries, asset managers, and family offices globally.
In 2017, Gavin was appointed as an Executive Director on the Board of the publicly listed Japanese parent company, Invast Securities Co., Ltd (8709.JP).
Gavin has a Bachelor's degree in Economics (International Economic & Political Theory) from the University of Sydney (1987).
Vice President FX Sales, FX Sales and Trading
State Street Global Markets
Brittany Wigmore joined State Street Global Markets in 2007 as part of their leadership development programme in Boston, gaining exposure to strategy, business development and securities trading before relocating to Munich for a rotation in structured products. After completing the programme, Brittany accepted a full time position in global account development in London. In this role, she led a project to develop a more strategic approach to client profiling and segmentation analysis. In 2009, Brittany moved into the London foreign exchange Sales team, where she focused on the institutional client base, before accepting her current role with the Sydney foreign exchange sales team in 2014. Brittany received her bachelor of science in business administration from Babson College.
Managing Director A/NZ
Andrew Harrex joined P/E Investments in 2012 to lead Australia investor services and to develop FX overlay programs. He served as a Partner, Mercer Investment Consulting, and Regional Head, Mercer Tools (2006-2011). Prior to that Andrew was CIO at United Funds Management and Mellon HR&IS (2003-2006), General Manager Treasury & Portfolio Services at Treasury Corporation of Victoria (1999-2002), and Manager of Fixed Interest & Currency at both AMP (1985-1995) and Colonial (1995-1996). Andrew has a BA and MA from Macquarie University and an MBA from Melbourne Business School.