Jon Allen

Head of institutional sales and product development, Asia-Pacific, head of Australia, Columbia Threadneedle Investments

Allen has worked for Columbia Threadneedle Investments since 2010 and is a board member of Threadneedle Investments Singapore. He has experience in distribution and asset ownership globally. He has previously held various senior roles at Prudential Asset Management and Royal Sun Alliance Investments in Singapore, London, Hong Kong and Dubai. He has also started two alternative investment companies targeting institutional and family office clients. In total, he has more than 25 years of asset management experience. He earned a bachelor’s degree in economics from the University of Western Australia.
Jamil Barmania

Senior portfolio manager, K2 Advisors and Franklin Templeton Solutions

Barmania is a solutions portfolio manager at FT Solutions, responsible for working with distribution channels on all solutions related opportunities across the client spectrum involving multi-asset, alternative assets and fund-of-fund portfolios. Barmania was previously a Senior Associate at Mercer Investment Consulting, servicing institutional clients on operational consulting matters. Previously, Barmania worked at Capital Group in London in portfolio construction and maintenance of equity and convertible bond portfolios for global institutional investors. Barmania has worked for State Street Bank and Trust in the UK and Canada and began his career at the investment arm of Bank of Montreal in Canada. Mr. Barmania holds an M.B.A. from Copenhagen Business School (Denmark), a B.A. from McMaster University (Canada) and the Investment Manager Certificate (UK).
John Claisse

Chief executive, Albourne Partners

Claisse joined Albourne in July 1996 and relocated from London to San Francisco in July 2003. He has been chief executive since August 2015. He is an equity partner and member of Albourne’s Executive Committee and also chairs the firm’s Corporate Planning Council, which comprises Albourne’s function and region heads. John helped develop the firm’s proprietary risk analytics and was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge funds. John remains a Portfolio Analyst working with several public and corporate plans, large endowments and foundations. John holds a first class Mathematics Degree and a PhD from Sussex University. Albourne is an independent advisory firm focused on hedge funds, private equity, real assets, real estate and dynamic beta. Founded in 1994, Albourne has over 250 clients with over $400bn invested directly in alternative investments.
Craig Dandurand

Director, debt and alternatives, Future Fund

Dandurand joined the Future Fund as director, debt & alternatives, in February 2014. He serves on the fund’s manager review committee and his areas of responsibility include credit, distressed investments, multi-strategy and event-driven hedge funds, and insurance-linked securities. Before moving to Australia, Dandurand spent 13 years at the California Public Employees’ Retirement System (CalPERS), the largest public pension plan in the United States. During his time at CalPERS, Dandurand was responsible for allocations to a broad spectrum of hedge funds and other alternative investments as portfolio manager for absolute return strategies. Before entering the investment field Dandurand practiced bankruptcy law, first as a clerk to a U.S. bankruptcy judge and then in private practice. He holds a B.S. in mathematics from Harvey Mudd College in Claremont, California, and a J.D. from the School of Law at the University of California, Davis. He is a CFA and CAIA charterholder.
Ross Etherington

Chief investment officer, Energy Industries Superannuation Scheme

Etherington is the chief investment officer of Energy Industries Superannuation Scheme (EISS) and is responsible for overseeing the investment process, including asset allocation, investment selection and leadership of the investment team.  With over 25 years of experience in the finance and investment industry, Ross has extensive knowledge of investing across all asset classes on behalf of accumulation and defined benefit superannuation funds.  Also, having previously worked at Suncorp and AMP Capital, Etherington has significant experience in managing insurance assets under an asset/liability framework. Etherington is a Fellow of the Actuaries Institute, holds a Graduate Diploma in Applied Finance & Investment from FINSIA and a Bachelor of Science degree from Sydney University.
Stuart Fiertz

President, Cheyne Capital

Fiertz is the co-founder of Cheyne Capital. The London-based alternative asset management firm, which was founded in 2000, is active in direct real estate lending, social property impact, corporate credit, convertible bonds, event-driven investments and long/short equities. From 1991 to 2000, Fiertz worked for Morgan Stanley in London, where he was responsible for the development and implementation of customised portfolio strategies, and for credit research in the convertible bond management practice. Prior to this, he was an equity analyst for the Value Line Investment Survey from 1984 to 1986. He was a high-yield credit analyst at Merrill Lynch from 1986 to 1988, and at Lehman Brothers from 1988 to 1990. He is a board member at the Chartered Financial Analyst Society of the UK, a council director of the Alternative Investment Management Association (AIMA), chairman of the AIMA alternative credit council and a founder of the Hedge Fund Standards Board. Fiertz was educated at the International School of Geneva and Dartmouth College, where he was awarded a bachelor of arts degree in political science and economics in 1984. He is a Chartered Financial Analyst charterholder and a Chartered Alternative Investment Analyst.
Robert Graham-Smith

Senior investment analyst, Mine Wealth + Wellbeing

Graham-Smith joined Mine Wealth + Wellbeing in 2016, an innovative fund with a strong focus on positive outcomes for members. Within the Mine Wealth + Wellbeing investment team his primary focus is on absolute return (hedge fund, liquid alternatives and multi asset strategies) and property investments. Graham-Smith has extensive alternative investment and portfolio management experience, working for a number of financial institutions including Select Asset Management, Deutsche Bank, ING Barings, KPMG and most recently at Perpetual in its multi-manager team. He is a Chartered Accountant and has a Bachelor of Commerce from the University of Western Australia.
Alistair Lumsden

Chief investment officer and chief executive, East Lodge Capital

Lumsden chairs ELC’s investment committee and is a member of the firm’s management committee and risk management committee. He has more than 26 years of investment experience and is responsible for overseeing all investment decisions for the firm. Prior to founding ELC, Lumsden was CIO for asset-backed securities at CQS and a member of CQS’s executive committee and risk management committee. While there, he established the firm’s global asset-backed securities business, for which he built an 11-person team and oversaw $3.2 billion in assets, including the $2.3 billion CQS ABS Fund and about $900 million in custom mandates for institutional investors. Prior to his time at CQS, he was an executive director and senior asset manager of the Vehicle Management Group at Rabobank International, where he was a founding member of a three-person management team responsible for structuring, launching and running a third-party structured investment vehicle called Tango. He helped build Tango into a $10 billion business before leaving to join CQS in 2006. Lumsden began his career at Abbey National Treasury Services in 1993, where he was responsible for developing the firm’s US subprime strategy, and later took over management of global mortgage products and other ABS strategies, a $15 billion business. Lumsden has earned a bachelor’s degree in business and management studies (first-class honours) from the University of Bradford, in England.
Samuel Mann

Chief executive, Longreach Alternatives

Mann is the Co Founder and CEO of Longreach Alternatives. A business he founded in 2016. He has over 21 years of funds management experience, Sam is considered to be one of Australia's leading experts in Alternative investments and product solutions. Longreach Alternatives is a provider of tailored Alternative investment solutions for institutional and retail investors alike. Prior to Longreach, Sam was a Managing Director, Head of Asia Pacific Franklin Templeton Solutions and K2 Advisors. Sam previously had founded the Australian business of K2 Advisors where he spent 10 years building it into one of the largest Alternative managers in the market. Previously Sam worked at Deutsche Asset Management in several roles including APAC Business manager of Investments, Australia Head of Alternative Product Distribution and RREEF Client Relations in which he was responsible for the distribution of Alternative Investments Funds, Private Equity, Infrastructure and Real Estate. Sam has also worked as a consultant in the Australian market in global hedge funds and private equity. Sam has also worked for other companies including State Street Global Advisors, State Street Australia and SBC (now UBS). He holds a Bachelor of Agricultural Economics from the University of Sydney.
Con Michalakis

Chief investment officer, Statewide Super

Michalakis is the chief investment officer at Statewide Super, South Australia’s largest industry superannuation fund with total assets in excess of $6 billion. He joined Statewide in September 2008. He also chairs the Investment Committee at the Cancer Council in South Australia and is a member of the Investment Working Group for the University of Adelaide, Endowment Fund. Con has worked for Asset Managers Pzena Investment Management in New York, Merrill Lynch Investment Management in Sydney and Alliance Capital Management in London. He was an investment consultant at Watson Wyatt in Australia. Con has a Bachelor of Mathematical Science from The University of Adelaide, a Masters of Science in Financial Economics from The University of London and a Post Graduate Diploma in Financial Strategy from Said Business School, Oxford University.
Aongus O’Gorman

Senior investment consultant, Willis Towers Watson

O'Gorman is a senior investment consultant and head of Portfolio Management at Willis Towers Watson in Australia. In addition, he leads the local liquid diversifying strategies team. Aongus joined Willis Towers Watson in 2015 and has more than 20 years of experience in the investment management industry. He was previously managing director of a boutique consulting firm. Prior to that he was director of implemented solutions for institutional fund manager QIC, responsible for managing its external manager alpha program. He spent the early part of his career as a hedge fund manager within a family office in Europe. Aongus holds a Bachelor of Commerce and a Master in Business Studies, both from University College Dublin.
Aron Pataki

Portfolio manager, real return, Newton Investment Management

Pataki is a global portfolio manager and risk strategist for the real return portfolios, with a particular focus on the use of derivatives and hedging. He is also the lead manager on the Euro real return strategy. Aron joined Newton in 2006 as a member of the portfolio analytics team, where he was responsible for risk analysis and portfolio construction across Newton’s institutional and retail portfolios. Previously, he worked as a quantitative analyst at Lacima Group.
Guneet Rana

Senior investment manager, FirstChoice Investments, Colonial First State

Rana is the Portfolio Manager for FirstChoice Alternatives portfolio. She is also member of the firm’s internal management committee and the Investment Review Group. As at May 2017, AUM in CFS Multi manager funds were A$40bn with A$1.1bn in Alternatives. Guneet has been at CFS Investments team since 2012 and previous to this was a Senior Investment Manager at ipac, Australia. Guneet has an Economic Honours degree from University of Delhi, India; Post Graduate Diploma in Business Management, India and has completed Graduate Diploma in Applied Finance from FINSIA, Australia.
Alistair Rew

Head of alpha strategies, AMP Capital

Rew is a member of the Global Equity and Fixed Income Leadership Team and is Head of Extended Alpha Strategies (EAS) at AMP Capital. Alistair is responsible for the strategy, management, execution and oversight of AMP Capital's alpha business, which involves partnering with our internal investment, risk, operational and distribution teams to deliver our suite of world class, absolute return and high alpha investment strategies. Previously Alistair was a managing director at XL Group responsible for XL’s premier internal fund of hedge funds and generated a top tier, long-term track record for the portfolio. He was Chair of the Hedge Fund Investment Committee and a member of XL’s Investment Committee and Management Committee.
Travis Schoenleber

Head of hedge funds for Australia and New Zealand, Cambridge Associates

Schoenleber is a senior managing director and co-head of Australia and New Zealand for Cambridge Associates, a global asset consulting firm. He heads hedge fund and liquid alternatives research for the region and has spent ten years as a director with Cambridge. Travis works with institutional investors across all areas of portfolio management, specializing in absolute return portfolios. Prior to joining Cambridge, he was an equities analyst at Employee Retirement Systems of Texas. Travis has an MBA from the University of Texas, McCombs School of Business. He also holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations.
Brian Singer

Partner and head of the dynamic allocation strategies team, William Blair

Singer is the head of the Dynamic Allocation Strategies (DAS) team, on which he also serves as a portfolio manager. In this role, Brian shares with Thomas Clarke ultimate responsibility for strategy setting and portfolio construction across all DAS portfolios. Before joining William Blair in 2011, Brian was the head of investment strategies at Singer Partners, LLC. Before that, he was the head of Global Investment Solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group managing board and global asset management executive committee. Brian is extensively involved with the CFA Institute. He is a member of the CFA Society of Chicago and a member of the CFA Institute Research Foundation Board of Regents. In 2015, he received the CFA Institute’s Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service. He formerly served as a board member and chair of the CFA Institute board of governors. Brian has written extensively on global portfolio, currency, and performance issues and co‐wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower. In 2009 he was the lead author of Investment Leadership and Portfolio Management, Wiley Publishing. In 2015, Brian was inducted into the Performance and Risk Management Hall of Fame by The Spaulding Group. Brian serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the “Free to Choose Network,” which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Foundation’s board. Education: B.A., economics, Northwestern University; M.B.A., University of Chicago’s Booth School of Business.
Colin Tate

Chief executive, Conexus Financial

Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia. The company stages more than 20 conferences and events each year – in London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes five media brands, including the global website and strategy newsletter for global institutional investors One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.
Anthony Todd

Chief executive, Aspect Capital

Todd co-founded Aspect in September 1997 and is the chief executive officer of Aspect. Todd’s responsibilities include taking board level responsibility for both the oversight of market, model and operational risks and business development. Todd chairs the risk management committee which assumes overall responsibility for the operation of aspect’s investment programmes, and is a member of the investment management committee, which is responsible for setting and overseeing the broad strategic agenda for the aspect diversified programme and its modified implementations. Before establishing Aspect, Todd worked for five years (from March 1992 to October 1997) at Adam, Harding and Lueck Limited (AHL) initially as director of financial engineering and product development, before moving to Switzerland as director of marketing and institutional sales. Prior to this role, Todd was a strategy consultant at Mars & Co., a Paris based consultancy, from September 1990 to March 1992. From July 1989 to July 1990, Todd studied at INSEAD in France, and from September 1982 to June 1989 he was with UBS, an international investment bank, in London as assistant director in the International Government Bond Group. Todd holds a B.A. in Physics from Oxford University and an M.B.A. from INSEAD in France.
Bruce Tomlinson

Portfolio manager, Sunsuper

Tomlinson is Portfolio Manager, Hedge Funds at Sunsuper in Sydney, and took up this position in October 2007. He was also the PM, Australian Equities at Sunsuper from 2011 to 2014. Prior to this he was a Statutory Fund Manager at AMP Capital Investors from August 1999. He was also seconded in 2006 to an Australian equity team as Portfolio Manager, where he helped manage both long-only and hedge fund strategies. From 1995 to 1999, he was Head of Performance Measurement at Henderson Global Investors, London, and AMP Asset Management, Sydney. Before this, he was Manager Quantitative Research at ASSIRT Investment Research (now S&P Research) in Sydney. He started his finance career in 1991 with State Street, working as a Performance Analyst in Boston, Sydney and Melbourne until 1994. Bruce’s qualifications include a Postgraduate Certificate in Management from the Macquarie University Graduate School of Management, a Master of Business Administration degree from Ohio State University, and a Bachelor of Architecture degree from the University of Western Australia. He is also a Chartered Financial Analyst with the CFA Institute, and was a founding director of the CFA Society of Sydney (1996). Finally, Bruce serves on the Investment Committees of the NSW Cancer Council and the Future Generation Investment Company (ASX:FGX).
Amanda White

Director of institutional content, Conexus Financial

White is responsible for the content across all Conexus Financial’s institutional media and events including The Fiduciary Investors Symposium. She is the editor of, the online news and analysis site for the world’s largest institutional investors. White has been an investment journalist for more than 18 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly. She was previously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, Asset and Asia Asset Management. She has a Bachelor of Economics and a Master of Arts in Journalism, she was previously a columnist for the Canadian publication, Corporate Knights, which is distributed by the Globe and Mail and The Washington Post.
Courtney Wilder

Senior consultant and co-head of the alternative investment research team, JANA

Wilder is a Senior Consultant and Head of the Alternative Investment Research Team at JANA. In his research role, he is responsible for leading JANA’s Alternative Investment Strategies Research team that advises traditional institutional clients on manager selection and portfolio construction across both liquid and semi-illiquid alternative and hedge fund strategies. As a Senior Consultant, he advises a number of institutional superannuation and endowment clients. Courtney has been with JANA since 2006 and prior to his current role, he has been a member of the International equity, Australian equity and Private equity research teams within JANA in conjunction to consulting to a diverse range of institutional clients. Courtney is a graduate of Macquarie University with a double degree in Applied Finance and Economics and has completed the Chartered Alternative Investment Analyst program.