Head of Portfolio Risk and Solutions
Victorian Funds Management Corporation (VFMC)
Mark joined VFMC in April 2018 as Head of Investment Risk. He is also currently an Adjunct Associate Professor in the Centre for Quantitative Finance and Investment Strategies at Monash University. Prior to his current role, Mark was Head of FICC Structuring at the National Australia Bank from 2010 to 2017, where he built a leading securitisation swap business in both Australia and the UK. From 2004 to 2010 Mark held various roles at NAB in both Front Office and Market Risk.
Mark holds Bachelor degrees in Law and Science (both with Honours) from Monash University and a PhD in Mathematics jointly from the Max Planck Institute for Gravitational Physics and the Free University of Berlin, Germany. Mark is also the co-author of a recent book on securitisation swaps which was published by Wiley Finance in March 2019.
Managing Director, Global FX Division, Asia
Head of FX and G3 research
Daniel is the Head of FX and G3 Research for the ANZ Bank. His team is responsible for forecasting the outlook for the major global economies and FX markets. In particular they focus on what the major macro trends evolving offshore mean for ANZ’s core markets in Australasia. More particularly, Daniel’s research focuses on exploring the impact of the global cycle on broad market trends, with a specific focus on the USD and AUD.
He provides advice across all client segments of ANZ. Since joining ANZ the team has consistently achieved strong ratings for AUD research in the Kanganews, Asiamoney and Peter Lee surveys.
Daniel has more than a decade of experience in financial markets, working in funds management, banking and the public sector.
Head of eFX trading, global markets
Bank of China (HK)
Eva is the head of eFX trading at Bank of China (HK) Ltd. Eva is responsible for setting the strategic vision and drive innovative electronic trading development. Her team also looks after the CNH Futures business.
Prior to joining Bank of China (HK) Ltd in 2016, Eva was with RBS where she was the e-commerce salesperson covering North East Asia across all client sectors. Before that, Eva was with HSBC where she started her career in the banking industry.
Group funding and risk manager
Treasury Wine Estates
Daren is a finance professional with sixteen years of experience in strategic finance, financial markets and treasury. Daren began his career as a wholesale banker where he worked across a wide variety of functions including FX, Structured Finance and Group Treasury. His focus and passion in banking was conceiving and delivering transformational and strategic transactions and initiatives. This included leading work streams on high profile strategic M&A transactions including the demerger and IPO of Clydesdale Bank as well as leading a multi-stream programme tasked with balance sheet optimisation to comply with the Dodd-Frank Act. He was also instrumental in growing NAB’s Offshore Banking Unit from a $5m business to a $50m business.
In 2018 Daren took the leap from banking into corporate treasury, joining Treasury Wine Estates in their Group Treasury function. At TWE, Daren is responsible for the strategic development and execution of all aspects of the Group’s FX hedging programme, term funding strategy, cash and liquidity management, interest rate and commodity risk management, and debt investor relations.
Daren has an MBA from Melbourne Business School having completed the Executive MBA programme in 2017. He also holds a Graduate Diploma in Applied Finance and honours degree in Economics.
Manager of Exposure Management
Kevin focuses on valuation anomalies and believes in detailed research and analysis and works with a group of like minded professionals within his investment ecosystem that lead up to investment decisions. Kevin was a volunteer with CFAS - UIRC, an advisor to CFA Institute China-India strategy team and was a Board Member of CFA Singapore and Secretary. Kevin has spoken for CFAI across the region (Mumbai, Delhi, Kolkata, Pune, Chennai, Hyderabad, Shanghai, Shenzhen, Guangzhou, Singapore, Manila, Bangkok, HCMC, Hanoi) and has conducted lectures in Beijing Normal University, Zhongshan University-Lingnan College, National University of Singapore, HKUSpace and the Wealth Management Institute. Kevin is also a member of the Monetary Authority of Singapore - Commercial Affairs Department Panel of Experts on Securities Offenses.
Kevin brings with him more than 30 years of investment experience and was the Head of Greater China Property Research with Yuanta Securities (Hong Kong) with responsibilities ranging from research coverage and analysis, marketing, assisting in primary and secondary equity issues, PE and funds. Prior to Yuanta, Kevin was the SVP with Pacific Star Financial (a subsidiary of Pacific Star Group) and was engaged in fund creation, structuring, documentation, marketing, fund raising and investment. Kevin was also the Chief Operating Officer of CITIC Securities (formerly known as CITIC Frontier China Research), Managing Director of Matrix Venture Capital, Director of Matrix Venture Catalyst, Director of Kleinwort Benson Securities Asia, Head of Regional Property and Singapore Country research. Prior to his senior management appointments, Kevin was a regional special situations analyst with Barclays de Zoette Wedd, a quantitative analyst with BZW Australia (both part of Credit Suisse), Assistant Manager (FX) with Chase Manhattan Bank Singapore and a Japanese equity salesman with Nikko Merchant Bank Singapore.
Kevin graduated with an MBA from New York Stern School of Business/Australian Graduate School of Management in 1992 and a Bachelor of Engineering (Civil, Hon's) from the University of Melbourne in 1986. Kevin was awarded the Australian Post Graduate Scholarship Award and an AGSM scholarship and was conferred the Chartered Financial Analyst charter in 1992.
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.
Head of Implementation
Jarrad has over 20 years of experience within the Investment and Superannuation Industries, joining VFMC in 2007 where he has undertaken several roles across the organisation. In 2009 Jarrad established the Implementation function, developing a team responsible for liquidity, exposure and FX management. Prior to VFMC Jarrad worked in an investment role at Emergency Services and State Super.
Jarrad holds a Bachelor degree in Business (achieved with distinction) from RMIT.
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 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 is a committee member of Australian Business Economists and sits on the UN-supported Principles for Responsible Investment Macroeconomic Risks Advisory Group.
Heidrick and Struggles
Head of Global Markets China and Head of IndirectFX and StreetFX
State Street Bank and Trust, Asia Pacific
Shen is the Head of Global Markets China and Head of IndirectFX and StreetFX for State Street Bank and Trust, Asia Pacific. His expertise is in Asia Emerging Markets trading and operations. As an example, Shen was extensively engaged in setting up Stock Connect, Bond Connect, CIBM Direct related RMB-FX settlement and hedging solutions.
Prior to his current position, Shen held eFX and FX Options trading roles in Boston, Sydney, and Hong Kong. He has a Master degree in Quantitative Finance from Bentley College, and is currently studying through part-time EMBA program from The University of Chicago.
Head of Investment Strategy
Damian commenced with QSuper in July 2009. As Head of Investment Strategy his responsibilities include guiding Asset Allocation as well as managing Investment Risk and Strategy.
Driven by processes developed by Damian and his team, QSuper has been an industry leader in Dynamic Asset Allocation and developing risk balanced portfolios, delivering top tier returns with risk around 25% lower than other high returning funds.
Previously Damian was Head of the Portfolio Design team in QIC’s Investment Strategy team where he focused on design for QIC’s core clients - QSuper and Queensland Treasury.
Damian commenced his career as a Chemical Engineer and worked in industry for 5 years. During this time he completed a Graduate Diploma of Accounting, and is now a Certified Practicing Accountant (CPA).
Other financial experience includes roles with Macquarie Bank, CBA Institutional Banking, and Credit Suisse Financial Products.
He has written an easy reading book explaining investing and the global economic issues of the day, Kitchen Table Economics & Investing, released by University of Queensland Press in January 2013. To find out more about Damian visit his website www.barenakedeconomist.com
Treasurer, head of treasury and investor relations
Toyota Finance Australia
As Treasurer, Head of Treasury and Investor Relations at Toyota Finance Australia, Carol is responsible for liquidity, financial risk management and investor relations. Prior to this, Carol held a number of senior positions in the fields of treasury, regulatory affairs & development and finance, predominately in the Energy Industry.
Carol is Chair of the Asset & Liability Committee, Chair of the Diversity & Inclusion Committee and Australian representative to the Global Funding Coordination Committee for the Toyota Financial Services Group. Director of Toyota Super Pty Limited and Director, Treasurer and Finance & Risk Committee Chair for Lifeline Northern Beaches.
Strongly supporting Diversity & Inclusion, Carol is a current mentor on the Science & Technology Australia’s ‘Superstars of STEM’ program and is a frequent mentor for Women in Banking and Finance mentoring program.
Carol holds a Bachelor of Business from the University of Technology Sydney, Diplomas in both Accounting and Financial Markets, an accredited financial markets dealer, is a professional member of the Finance and Treasury Association, a Graduate of the Australian Institute of Company Directors and a Certified Practicing Accountant.
Chief Economist, Greater China
Iris Pang joined ING in June 2017 as economist for Greater China. She is responsible for research on the macro-economic and industry trends in the Mainland China, Hong Kong and Taiwan. Research reports from Iris are shared with ING clients on a regular basis. She is also often interviewed by the media and invited to contribute regular commentary.
Before joining ING, Iris held a similar position at Natixis between January 2016 and June 2017. Prior to that, she was with OCBC Wing Hang Bank in a similar role for almost a decade.
Iris holds a Ph.D. in Economics from the Hong Kong University of Science and Technology (HKUST), Masters in Commerce (first class honours) from the University of Auckland, and a Bachelor degree in Economics from the University of New South Wales.
Iris was an instructor at the Summer School for Applied Econometric of HKUST and taught distance learning programme on Modern China Economy at the Open University of Hong Kong.
Matthew Pollard is CEO of Mecha Markets, a software development firm, and a portfolio manager at HC Technologies, a leading non-bank liquidity provider and principal trading firm in spot FX.
Earlier, he ran a trading group specialising in currencies at Tower Research Capital, and was an algorithmic trader at Barclays Investment Bank focusing on eFX and electronic NDF trading.
Investment Manager – Macro & FX Overlay
Private Wealth & Institutional Asset Management Services
Peter Pontikis is a Fintech and Treasury Investment Management professional has close to 40 years’ buy and sell side experience in Australian, Indian & SE Asian financial markets.
With the first three decades focused on investment, corporate dealing, trading and research experience in currencies and global financial markets. Until 2005 he also ran a consultancy advising Asian central banks and fund managers. Aside from several degrees in Finance and Economics, he is a Fellow of CPA Australia and Senior Fellow of FINSIA and has authored several books on foreign exchange and trading in financial markets as well as producing training material on Chinese Financial Markets.
The focus of the most recent decade+ of his ongoing career has been in the private wealth management space including as Investment director (and investor) in a Mid-Cap Indian equity and adviser to several high/Ultra high net worth clients and their family offices.
Head of Foreign Exchange Wealth Management
Standard Chartered Bank Singapore
Mark is Head of Foreign Exchange Wealth Management at Standard Chartered Bank Singapore.
His work experience spans 20+ years, with a large focus on Foreign Exchange and Precious Metals markets covering both Sales and Trading roles.
Mark has set up and run Global Markets and Private Banking Sales and Trading platforms across the globe.
Over his career Mark has worked in Sydney, Singapore , Tokyo and New York for leading Tier 1 Global Banks running FX franchises.
Keith Sedergreen is President of ACI Australia, a voluntary role has held since 2016 and is Vice-Chair of ACI’s Global Committee for Professionalism. Keith joined the FX market at M W Marshall in London in 1978 as a broker on FX Swaps. He also has experience in IR derivatives and energy markets. His career took him to New York, Johannesburg before arriving in Sydney in 1986. He returned to London in 1990 before moving to Tokyo as MD of Hatori-Mashall and returning to Sydney in 1997 as MD of M W Marshall and Co. and then had various MD roles finishing with BGC Australia at the end of 2018. As well as sitting on the Australian Foreign Exchange Committee, Keith has helped in the development of the ACI Australia Dealing Simulation which has been run in 20 different global locations. Keith recently graduated from the AICD. He believes the Foreign Exchange Global Code will help build a trusted, fair and transparent market for all participants.
Director, Corporate Treasury and Trade Structured Finance
In January 2014, Gopul joined Golden Agri-Resources Limited, Singapore to head the Global Treasury and Trade Finance business. His aim is to align the business to international standards and practices with a focus on revenue generation and risk management, which he successfully accomplished at Cargill. Prior to joining Golden Agri, Gopul spent 10 years at Cargill’s proprietary structured funding, treasury, emerging markets trading, and risk management group. Prior to Cargill, Gopul worked in Thailand, Singapore and USA on corporate, project and trade financing, international commodities trading, mergers and acquisition, proprietary fixed income and money markets.
Gopul is passionate about international business, international finance, commodities, behavioral finance, entrepreneurship, understanding the power of finance, growth of human capital that is currently influencing and driving growth in emerging markets, and the importance of ethics and principles in conducting business in emerging markets. He has been invited to speak and be a panelist at many external forums organized by international banks, Euro-finance, universities, and also internal forums held by Cargill India.
Gopul holds an MBA from The University of Chicago Booth School of Business, a Bachelor’s degree in Commerce from the University of Mumbai, is a Chartered Accountant by training and Associate CPA Australia.
Darius is co-founder and Managing Partner at QCP Capital, a digital asset trading firm headquartered in Singapore. Formerly a Macro Trader at Dymon Asia Capital, he spent years trading cross-asset derivatives with a focus on Asian FX/NDFs and model-based strategies before moving on to manage the Asia FX & Bonds book at BNP Paribas in New York.
Treasury and Insurance Manager
As the treasury and insurance manager at Western Power, Kurt changed the treasury and insurance business from a transactional cost centre to a centre of strategic value-add. He develops and implements financial risk management, capital management and financeability strategies to support the board's corporate strategy, improve financial performance and increase long-term enterprise value. He leads and manages a team of five treasury and six insurance professionals.
Prior to Western Power, Kurt held executive positions in financial markets for approximately 20 years. He was the head of derivative trading at the Bank of Western Australia, a director in two international fintech start-ups developing and commercialising option pricing and risk management technology, and the investment strategist at GESB fund management.
Kurt has published research on exotic FX options (international financial engineering journal and international patent) and has presented research at banking and treasury conferences in the USA, Europe and Australia.
He was awarded a Ph.D (Finance) from UWA and a Master of Philosophy (Finance) with Distinction from the University of Cambridge. He is a Certified Finance and Treasury Professional and is WA State Chair of the Finance and Treasury Association. He is also the Treasurer for the Special Olympics Australia (Perth).
Head, Futures & FX
Keeve has been with OCBC since 2018 and is currently the Head of Futures, FX & CFD for OCBC Securities. He looks after more than 30 people over the three business lines, where he oversees the growth and development of the cleared Futures, OTC FX and Contract for Differences (CFD) businesses.
Prior to joining OCBC, he was most recently the Director of Sales at UOB Global Markets, looking after the global Business Development of listed derivatives and OTC clearing for UOB. Keeve was before that, a trader in proprietary trading firms, heading market-making desks and algorithmic trading desks. His buy-side experience coupled with his current role in the sell-side gives him a wholesome view of the industry and its developments.
Keeve is married and has a daughter. He holds a BSc with honors from the Nanyang Technological University and graduated with an MBA on the Dean's List from the Singapore Management University. He has also completed his Executive Education at INSEAD.
Sangeeta Venkatesan is the Chairman of FairVine Super, a superannuation fund designed for women, and CEO and Co-founder of Applegrove Capital, a capital advisory firm focused on sustainable investment including renewable energy, healthcare and agriculture. She is a highly sought-after speaker, media commentator, judge for awards functions and thought leader across banking and finance, superannuation, fin-tech, sustainable investing and gender equality. She is no stranger to breaking through the glass ceiling. Thus far she is the only female who has been the CEO of a stockbroking firm (APP Securities) in Australia. She also serves as a Board Member of Women in Banking and Finance, and Treasurer of Australia-India Business Council NSW. Having worked in the banking and finance sector for more than 23 years, Sangeeta’s experience spans several continents including London, Hong Kong, Singapore and Sydney, at some of the most prominent and globally recognised firms, including Goldman Sachs, Morgan Stanley, Lehman Brothers/ Nomura, KPMG, and The Commonwealth Bank of Australia (‘CBA’). Whist at CBA Sangeeta represented the bank at various government led Australia-China financial collaboration dialogues and co-authored a book titled “The Renminbi – from the Peoples’ Money to a Global Currency” focusing on the evolving Chinese economy and financial liberalisation, and opportunities for both Australian and Chinese companies that trade or invest across the corridor. She played a significant role in integrating the erstwhile Lehman Bothers’ business into Nomura and represented the firm at The International Swaps and Derivatives Association’s (ISDA) Credit Derivatives Committee and Association for Financial Markets in Europe’s (AFME) Credit Board. Sangeeta won the ‘Innovator of the Year’ award at Money Management and Super Review’s Women in Financial Services Awards 2019.
Managing Director, Head of FX Linear and Emerging Markets Trading, Asia
Credit Agricole CIB