Advisory Board Member
Prior to that, Peter was Managing Director, Head of Distribution for State Street Global Advisors (SSGA) where he led the Institutional, Retail, ETF and client service teams for 5 years. Peter was also a member of the Australian and APAC Executive Committees. During his tenure, SSGA grew to become the largest Funds Manager in Australia with in excess of $120 Billion under management.
Prior to that, Peter, was responsible for institutional business at BT Investment Management for 7 years (now Pendal Asset Management) as well as holding a similar role at American Express Asset Management now Columbia Threadneedle, Minneapolis Minnesota.
Peters experience in financial markets includes currency, currency option trading in Toronto, New Zealand and Australia, as well equity sales trading in New York. Peter has an undergraduate degree in Criminology and a Masters in Finance from University of Technology Sydney.
Sean's experience has provided him with deep and long-standing relationships through-out the Australian, and New Zealand Superannuation and Advisory markets, across all levels of the capital raising decision matrix. His relationships span from c-suite, advisory boards, investment committees, trustees, to allocators. Sean has created a reputation for building long term partnerships, connections and trust in the pursuit of positively impacting the flow of capital amongst the industry's influencers and decision makers.
Sean holds a Bachelor of Commerce in Banking, Finance & Risk Management from Griffith University in Australia and a Bachelor of Arts in Human Resource Management, Psychology & Sociology from NMMU in South Africa
Previously Mark was General Manager and founding Partner of MST Capital, a discretionary Global Macro Fund in Sydney Australia, overseeing operations, governance, marketing and distribution. Mark's vast experience includes working at Drexel Burnham Lambert, working on the CBOE and CME Floors, Branch Manager of Prudential Securities in Singapore and Head of Desk for derivatives in London and Derivative Research Analyst in Chicago.
Mark holds an MBA from Emory University in Atlanta Georgia, a BA in Economics from the University of Pennsylvania and is a Chartered Financial Analyst (CFA). He is also a member of the Australian Institute of Superannuation Trustees (AIST).
Steve is also Chair of Activus Investment Advisors, an independent advice firm providing asset allocation and model portfolio’s to Superannuation Funds, Dealer Groups, IFA’s and Charities.
As well as sitting on the investment committee of several large Australian Superannuation Funds, Steve is a director of the ASX Listed WCM International Equities Manager and Investment committee member of the internationally renowned Walter and Eliza Hall Medical Research Foundation and the Baker Heart and Diabetes Foundation. Steve also served as a regular soldier in an Australian Army recon unit and holds an Economic (Honours) degree from Monash University in Melbourne, a Masters of Commerce (Honours) from the University of Melbourne and a Fellow of the Financial Services Institute of Australia (FINSIA).
Joanne also developed the investment strategy and procedure for HESTA’s impact investment program. Prior to this, Joanne was the Executive Director of the Investor Group on Climate Change Australia & New Zealand (IGCC) and authored the most recent IGCC publication Zero Emissions/Sustainable Returns: Strategies for Achieving Net Zero Emissions (February 2020).
Joanne has an Honours Degree in Economics from the University of Melbourne and a Master’s Degree in Environmental Science from Monash University, Melbourne, Australia.
He is founder of The Personal CIO Project and Bibby Investment Research working with CIO’s and their teams from across the industry, to help them better understand asset allocation, structuring and risk / return metrics. Graeme holds an MBA from University of Newcastle, Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA) and a Finsia Graduate Diploma in Applied Finance and investments. Graeme was also a Board Member of the CFA Society Melbourne for 10 years, 4 of which he was President.
Keith's work with KPMG focuses on the Private Client market working directly with high net wealth families on matters associated with succession, inter-generational wealth management and philanthropy.
Keith holds a Masters Degree in Taxation from the University of Sydney.
Ben has also worked at multi-strategy hedge fund Stark Investments and JPMorgan and predecessor organizations for over a decade. He has a keen awareness of the financial markets and an ability to position complex investment strategies to meet the varying objectives of investors across the globe. He received his B.S. in Finance and International Business with a minor in Spanish from Marquette University.
Nathan is a CAIA charter holder and a member of the Executive Committee of CAIA Australia. He graduated magna cum laude with a BA in International Studies and Philosophy from Macalester College