Melbourne Financial Services Symposium 2010

Speaker	Bio
Syd Bone Chairman MCFS	Syd became the independent Chairman of MCFS in May 2009. Formerly CEO of Victorian Funds Management Corporation, Syd brings with him a strong resume of local and international experience. He is a director of the International Centre for Pension Management and is a member of Victorian Finance Industry Council.
Prof Gordon Clark Oxford University Centre for the Environment	Professor Gordon Clark is Director Oxford University Centre for the Environment and co-author of books The Geography of Finance (OUP, 2007) and Pension Fund Capitalism (OUP, 2000). He is an Australian academic success story with a strong a record of achievement across a range of disciplines producing work that has found direct industry application in the funds industry. His current work shows that the governance of pension funds is an essential ingredient in realising promised retirement income security. He has previously held teaching and research positions at Harvard University, the University of Chicago, Carnegie Mellon University and Monash University where he also undertook his undergraduate studies
Andrew Cooke Chief Investment Officer Goldman Sachs JBWere Asset Management	Andrew joined Goldman Sachs JBWere Asset Management (GSJBWAM) in 2004. As Chief Investment Officer, Andrew has overall responsibility for managing the research and portfolio management activities of the domestic investment teams, covering fundamental and quantitative equities, real estate, cash and fixed interest and multi-sector portfolios. Andrew is also Chairman of the Asset Allocation Committee and is the Portfolio Manager of GSJBWAM's multi-asset strategies - Income Plus and Diversified Growth, and the Property Securities portfolio. Before joining GSJBWAM, Andrew held the positions at Citigroup Asset Management in the US and Australia. Andrew is a Chartered Financial Analyst (CFA) and holds an MBA from AGSM. He holds a Bachelor of Engineering with First Class Honours from University of New South Wales, where he won the University Medal
Aaron Drew Senior Investment Strategist New Zealand Superannuation Fund	Aaron joined the New Zealand Superannuation Fund from the Reserve Bank of New Zealand where he was Manager of Research in the Economics Department and a member of the Bank’s Monetary Policy Committee. He was also an economist at the OECD in Paris from 2001 to 2004 where he worked on the OECD’S Economic Outlook and a range of policy issues. Aaron has a number of working papers, articles and publications in refereed journals. Aaron holds a Masters of Economics degree from Auckland University (NZ) and undergraduate degrees in mathematics, finance and economics.
Jeremy Duffield Director Global Strategy Vanguard Investments	Jeremy is responsible for new business growth initiatives, product development and planning for Vanguard globally, excluding the USA. Jeremy was appointed Chairman of the Vanguard Investments Australia board of directors when it was formed in 1996. Jeremy joined The Vanguard Group in the United States in 1980 as ssistant to the CEO and then served as Senior Vice President of Planning and Development prior to moving back to Australia in 1996. In November 2005 Jeremy was appointed to the Federal Government's Financial Sector Advisory Council (FSAC) and is also a member of the Advisory Board of the Financial Literacy and ASIC’s Business Consultative Panel. He was a member of the Panel of Experts for Australia as a Financial Centre, the Johnson Report published in January 2010.
Michael Dwyer CEO First State Super	Michael Dwyer is the Chief Executive Officer of First State Super in New South Wales, he commenced this role on 1 December 2004. Prior to this Michael was formerly the General Manager and Fund Secretary of the Australian Superannuation Savings Employment Trust (ASSET Super). Michael is a Director of the Association of Superannuation Funds of Australia (ASFA) and is also a Director of Fund Executive Association (FEAL).
Rita Harris Worldwide Partner Mercer	Rita is a Director of Mercer Investment Nominees Limited which is the trustee of the Mercer Super Trust and Chairman of its Operations Committee. Rita is a qualified lawyer and has been working in superannuation since 1985, when she joined Mercer. She has held various management roles within Mercer including heading Mercer’s Legal Group until 1994, when she moved to the consulting side of the business. Rita specialises in governance, compliance and risk management advice to superannuation funds. She advises boards on strategy, board effectiveness, impact of regulatory changes and fiduciary responsibilities. Rita also assists management teams on issues such as the organisational structure, systems and processes needed to achieve the board’s strategic objectives. Recent projects include advising the Victorian Government on the prudential framework for superannuation funds, assisting a multinational corporation develop global guidelines for the management of its superannuation plans and developing an appropriate organisational structure for the management of an industry fund.
Melinda Howes Chief Executive Officer Institute of Actuaries of Australia	Melinda Howes joined the Institute from her role as Director of Policy and Industry Practice at the Association of Superannuation Funds of Australia (ASFA), which followed four years at Alea Actuarial Consulting, an independent consulting firm that provides actuarial and other services to mainly superannuation and financial planning clients. Prior to Alea, Melinda spent eleven years with BT Financial Group in various roles including Director, Superannuation and Retirement Products, Head of Education and Head of Adviser Sales, Corporate Investment Services (Corporate Super). Melinda has been actively involved with the Institute for nearly a decade with a particular focus on superannuation and the education function.
J Richard (Rich) Kushel Vice-Chairman Head International Businesses BlackRock Asia-Pacific	Rich is responsible for the regional management of BlackRock's business and operations outside the US and Canada. He is a member of the Corporate Council, Corporate Risk Committee, Leadership Committee, Operating Committee, and the Government Relations Steering Committee. Previously Rich headed BlackRock's International Institutional business. Prior to that, in addition to leading BlackRock's international activities, Mr. Kushel headed BlackRock's Alternatives efforts and Wealth Management Groups, where he oversaw product development, marketing, and client servicing for alternative investments, and directed BlackRock's activities for high net worth individuals and family offices. Rich was a Director of Nomura BlackRock Asset Management a former joint venture between BlackRock and Nomura Asset Management Co., Ltd., during its entire existence between 1999 and 2006. Prior to joining BlackRock in 1991, Mr. Kushel was an associate in the Financial Institutions Group at Prudential Securities. Mr. Kushel joined Prudential in 1988 as an analyst and specialized in the financial services industry. During his tenure at Prudential, Mr. Kushel worked on numerous closed-end funds, equity and debt offerings, and several restructuring and merger and acquisition assignments.
Prof Deborah Ralston Director MCFS	Professor Deborah Ralston is the Director of the MCFS and a Professor of Finance at Monash University. Deborah's academic background is in economics and financial management. Research interests include the impact of financial regulation, the strategy and management of financial institutions and regional economic development.
Maria Wilton, CEO Franklin Templeton	Ms Wilton is responsible for overall management of Franklin Templeton Investments Australia Limited activities in Australia and New Zealand and for sales and client servicing under Franklin Templeton Institutional. Prior to joining Franklin Templeton, Ms. Wilton was with BT Financial Group for six years as a business development manager and a portfolio manager responsible for the management of balanced funds and BT’s investment relationship with BlackRock. Additionally, Ms. Wilton was employed by County for five years as a balanced fund and fixed income portfolio manager, and at JP Morgan Investment Management as an economist and portfolio manager. Before joining the investment management industry, Ms. Wilton worked in Canberra in an economic research capacity at the Commonwealth Department of Treasury where she was responsible for foreign exchange market research. Ms Wilton is on the board of the $15.3 billion Emergency Services Superannuation Board and on the board of the Transport Accident Commission (TAC). She is a graduate of the Australian Institute of Company Directors. Maria is also a member of the MFSS steering committee.