The MAFC teaching faculty is one of our greatest assets and something that sets us apart from other programs. Each of our faculty has extensive relevant industry experience as well as appropriate academic credentials. They bring real world experiences to the classroom and demonstrate how finance is applied in day-to-day business.
Industry advisors, who are also experienced finance practitioners and experts, support our faculty. These advisors are members of program-specific groups who provide current, relevant, and valuable advice.
Together our faculty and industry advisory groups ensure that our graduate applied finance programs remain the finance industry’s premier educational programs, meeting the needs of professionals operating in Australasian and global markets.
View profiles of our industry advisors here.
View profiles of our teaching faculty, below.
Honorary Associate Professor (Case Studies in Applied Finance)
Frank has over 30 years of practical experience, predominantly in the measurement and management of financial risk, with an emphasis on asset liability management and developing risk measurement and management tools for novel situations.
He has worked in both Australia and Canada for insurance companies, investment management firms, and in software development and consultancy and is now a consultant and company director, working in Australia and Asia.
Frank is a regular presenter at industry seminars and colloquia, and is a past President of the Q-Group Australia. Frank also plays a key role in MAFC’s Executive Education program, designing and delivering in-house, tailored courses to companies and financial institutions across Asia Pacific.
- Behavioral finance, especially applied to risk management and asset management
- Enterprise Risk management, including firm culture, corporate governance and strategy
- Robustness of investment portfolio construction techniques
- History and philosophy of economics applied to risk management
- The statistical underpinnings of Applied Finance.
David is the Chief Investment Officer of Mine Wealth and Wellbeing Super Fund which has assets around $9b. In this role David is responsible for all investment activities and leads the focus on retirement outcomes.
Prior to this David ran his own boutique advisory business, St Davids Rd Advisory, consulting primarily to wholesale investors, asset managers and corporate organisations across a range of different areas including hedge funds, portfolio and risk management, strategy and governance.
David also worked for 12 years at Colonial First State, the last six of which he ran the Hedge Funds business. David has previously worked in risk management, fixed interest portfolio management and corporate finance roles across the banking and funds management industry.
David is one of the founders of and a regulator contributor to Cuffelinks, a free newsletter focused on financial education.
David is a PhD candidate at UNSW where his thesis explores aspects of multi-period portfolio construction.
Adjunct Fellow (Corporate Treasury Management, Professional Practice)
MAppFin(Macq) GDipAcc(Deakin) BEc(La Trobe)
Alison was previously Vice President at BHP Billiton in the Group Treasury and has over twenty years experience in numerous treasury and risk management roles. She has spent time in both bank treasuries and consulting, having worked for KPMG, ANZ and Security Pacific National Bank.
Alison joined BHP Billiton in 1998, and worked in Treasury (Melbourne and London) in both a Front Office and Corporate Finance capacity, as well as in Group Reporting (Melbourne and Singapore) and Marketing (The Hague), where she received extensive exposure to commodity price risk management.
Adjunct Fellow (Advanced Valuation for Corporate Finance, Corporate Finance)
PhD(AGSM UNSW) FCPA, MCom(Hons)(UNSW), BEc(Monash)
Steve had 15 years’ experience as a full time corporate finance academic before taking on a career in management consulting in 1988. He has continued part time teaching finance at various tertiary institutions since 1988. Steve co-authored an Australian Corporate Finance textbook with the first edition in 1984.
His particular interest is Value Based Management i.e. assisting firms create and deliver shareholder value through strategy development, strategy implementation and governance. His consulting career includes being a partner with LEK Consulting and Mainsheet Corporate as well as senior experience with Marakon Associates and Andersen Consulting.
Steve was a co-founder of a successful business that offered business valuation services. The work included Independent Expert Reports, expert witness work on valuation and cost of capital, independent expert advice on cost of capital for infrastructure regulatory pricing, valuation of unlisted infrastructure for funds managers and superannuation funds, tax related valuations and M&A advice.
He continues this work under his own consulting firm.
Adjunct Fellow (Portfolio Management and Valuation)
BEc(Hons 1)(Monash) MEnv(Melbourne)
Geoff has over 25 years’ experience in Investment Management, including developing and managing investment products at boutique fund managers and 10 years at BlackRock Investment Management where he was Head of Research for the Quantitative Equity team.
He has managed both passive and active equity and bond portfolios and has experience working in London, Sydney and Melbourne. Currently he consults in the area of portfolio construction and risk management.
His background is in econometrics and statistics and his approach to investment management follows a largely quantitative and evidence based approach. He has a Master of Environmental Studies from Melbourne University, with a focus on the use of ESG measures in Superannuation.
Adjunct Fellow (Quantitative and Economic Analysis)
GDipEdu(CSU) GDipTA(Southbank) BEcon(Macq)
Stephanie has held a variety of roles within investment banking both in Sydney and London. Most of her experience is in fixed income, financial futures and technical analysis.
For the last 15 years she has focused on education including financial markets training for investment banks in Sydney, as well as teaching undergraduate and post-graduate courses at Macquarie and elsewhere. Her research interests are in behavioural economics and crowd theory.
Adjunct Fellow (Investment and Credit Analysis)
MSc(Economics)(London) BA(History and Economics)(Oxford)
Paul has 25 years of experience as an investment analyst and senior manager in the securities industry. He is currently Director of Optar Capital, and previously was Managing Director of Australian Equity Strategy Research at J.P. Morgan in Sydney.
Paul became J.P. Morgan's Australian Director of Research in 2001, having relocated from London where he was Senior European Strategist and Head of Research for Robert Fleming. In 2008 Paul became J.P. Morgan's Australian Equity Strategist and he added coverage of the Telco sector in 2012. Paul taught Corporate Finance at MAFC between 2007 and 2009 before rejoining the Centre this year.
Adjunct Fellow (Life Cycle Investing)
Nick Callil is Head of Retirement Income Solutions for Willis Towers Watson Australia. With more than 27 years experience, Nick has consulted to a wide range of major funds, fund managers, corporates and employers in the public, corporate and industry fund sectors.
Nick has managed key relationships with some of Willis Towers Watson Australia’s largest clients for over 18 years. He leads several large scale projects providing strategic advice across investment option design; member risk tolerance; assessment of retirement adequacy; dynamic lifecycle strategies; default retirement income strategies and generation of retirement income estimates.
Nick is a Fellow of the Institute of Actuaries of Australia and is a member of the Association of Superannuation Funds of Australia (ASFA)’s Super System Design Policy Council. He was a member of the Institute of Actuaries of Australia’s Superannuation and Employee Benefits Subcommittee (1999–2005), and Chairman of its Executive Options taskforce (2000–2004).
Associate Professor (Corporate Finance, Corporate Financial Strategy, Professional Practice)
PhD(Macq) MCom(Hons) BCom(Hons)(UNSW) SA Fin
Tony has over 25 years' experience in the manufacturing, resource and agricultural industries. He held senior positions in CSR including Treasurer and General Manager Finance and Strategy, and was a member of the senior executive team.
Tony has extensive experience in all aspects of corporate finance and strategy, including project evaluation, financial strategy, debt management, financial risk management, strategic portfolio analysis and the development and execution of growth strategies. He managed a number of large acquisitions and divestments both in Australia and overseas, and a number of large scale balance sheet restructurings. Tony has also completed consulting assignments for a number of large Australian companies. Tony completed his PhD at Macquarie University in 2015.
Adjunct Fellow (Corporate Finance, Managing Shareholder Value, Private Equity Investment)
MEc BEc(Macq) ACA
Roger has over 25 years' experience in the Australian corporate finance sector, having worked with Turnbull & Partners, Gresham Advisory Partners, ABN Amro and, most recently, Gresham Private Equity.
His experience spans corporate advisory, initial public offerings, mergers and acquisitions, leveraged finance and management buy outs.
PhD MAppFin(Macq) BComm LLB(Hons)(ANU) LLM(Sydney) MAICD CFP®
Steve is currently a Director and Principal of ACD Financial, where he is a financial and investment adviser. He is an experienced financial services professional who has worked in the investment and finance industry for over 20 years, specialising in wealth management.
He is also currently a trustee director of leading superannuation fund QSuper, where he sits on both the Product, Services & Advice Committee and Remuneration Committee.
Senior Lecturer (Quantitative and Economic Analysis, Portfolio Management and Valuation)
With over 20 years experience in the funds management industry, Al has been running and managing asset allocation solutions on behalf of clients for the better part of two decades.
Al is an MAFC Master of Applied Finance alumnus and has previously worked for Macquarie Bank, BT and Schroders. In his current role as Global Head of Multi-Asset for Nikko AM, Al is responsible for the research and portfolio construction of all asset allocation solutions across the Nikko business.
Associate Professor and Director
PhD(Syd) BEc(Hons)(Adel) DipFP
Anne Cooper is Director of Macquarie's Applied Finance Centre. Anne joined MAFC with more than fifteen years of banking experience, specialising in balance sheet management issues. Anne has held executive positions in Institutional Banking and as Head of Strategy for the Financial Services division of a major Australian Bank.
More recently Anne was the Education Director at the Centre for International Finance & Regulation and is currently a member of AFMA's Accreditation Advisory Board. Anne has more than 10 years of experience in delivering graduate education programs to finance professionals.
Adjunct Fellow (Risk and Portfolio Construction)
Anthony has more than 20 years experience in investment management, primarily in quantitative research and portfolio management of equities.
Anthony is currently Research Director at Redpoint Investment Management and a member of Redpoint’s investment committee. Prior to Redpoint, Anthony was a co-founder of Continuum Capital Management. In this role he was jointly responsible for all facets of investment research, systems development and contributed to portfolio management and trading. Prior to Continuum Anthony spent 10 years with GMO where was a partner and Head of Australian Equity Research at GMO Australia Limited.
These roles have encompassed all aspects of the investment process including product design, stock selection strategies, portfolio construction, risk management and trading.
Fellow (Portfolio Management and Valuation, Applied Portfolio Management)
MEc BEc(Macq) CFA
Dan is the Director of the CFA Institute Partnership Program with Macquarie University and Coordinator for the Portfolio Management and Valuation and Applied Portfolio Management units.
Dan was formerly an Associate Director with a large Australian fund manager and has extensive experience in managing portfolios and developing new investment products. He has also consulted to a wide range of enterprises on the use of derivative instruments and the application of investment concepts.
Adjunct Fellow (Operational Risk Management)
Ian Falls is currently the Chief Risk Officer, Japan for ANZ Banking Group Limited and has over 15 years of experience in Risk Management. Prior to his CRO appointment, Ian was Head of Operational Risk Frameworks & Oversight in Group Risk. He was involved in revising and implementing the Operational Risk Measurement and Management Framework across the ANZ Group. He also undertook a senior role in Regulatory relations with APRA regarding Operational Risk management and improvements.
Ian has also been the past Chair of the Risk Management Association Inc, Australia, Operational Risk Interbank Forum and was instrumental in leading the collaboration of 12 Australian Banks in developing an industry guidance note on Operational Risk Appetite.
Prior to joining ANZ, Ian was a Director in the Risk Advisory practice with PriceWaterhouseCoopers providing advice on risk management to various industry sectors including Financial Services, Energy and Mining, and Government.
Adjunct Fellow (Operational Risk Management)
MAppFin(Macq) MBA(AGSM) CPA SF Fin FCPA MAICD
James Gow joined Arab Bank Australia Limited (ABAL) in March 2015 as Chief Risk Officer.
James has over 35 years experience in the Banking and Finance Industry across all customer segments including retail, SME and corporate banking.
Past employers include State Bank of New South Wales, Bank Brussels Lambert (BBL), Westpac and GE Capital.
Immediately prior to joining ABAL James spent six years at the Australian Prudential Regulation Authority (APRA) as a Senior Manager in its Specialised Institutions Division. In addition to this key supervisory role James was a member of APRA’s internal ADI Industry Group and led / or participated in many internal working groups to develop / implement key aspects of prudential regulation.
James is a FCPA, a Senior Fellow of FINSIA, a member of the Australian Institute of Company Directors (MAICD) and has a Masters of Applied Finance (Macquarie) and an MBA (AGSM).
Adjunct Fellow (Modelling Prices and Risk)
PhD(ANU) BCom(Hons 1)(Wollongong)
Luke is an Associate Director in Financial Risk Management at KPMG and has 20 years experience in various research and risk management roles. Luke is heavily involved in liquidity and market risk management projects for several banks.
Prior to that, Luke worked at the Commonwealth Bank of Australia in both Institutional Equities and Market Risk Management, with responsibilities including managing all CBA market risk models and overhauling CBA’s model policy. Luke has also previously worked for eight years at the Reserve Bank of Australia, at which he represented RBA at numerous international conferences.
Luke holds a PhD in economics from The Australian National University, with research interests in financial risk management, economic growth, micro and macroeconomic performance, and international finance.
Adjunct Fellow (Mergers and Acquisitions)
MCom(UNSW) BSc(Kansas) ACA AICPA CFA
Jeff is the managing director of boutique corporate advisory group Sumner Hall Associates. Prior to establishing Sumner Hall Associates, Jeff was a director and shareholder of Grant Samuel.
Adjunct Fellow (Professional Practice)
LLB BA(USyd) MAICD
Greg has over 30 years’ experience as a lawyer specialising in banking and the governance, supervision and regulation of Australia's financial system.
He was a partner of King & Wood Mallesons (and its predecessor firm, Mallesons Stephen Jaques) for over 27 years, and since retiring from the firm in 2014 has taken up a number of roles in academia, the banking and finance sector, charities and not-for-profit organisations. His current roles include being a director of the Australian College of Theology, G&C Mutual Bank, NCNC Funds Limited (and the Archbishop of Sydney’s New Churches for New Communities Committee), Olive Tree Media and Opportunity International Australia. He attends Macquarie Anglican Churches. Board member since 2014.
Adjunct Fellow (Corporate Finance, Financial Statement Analysis and Modelling)
MAppFin(Macq) BEc LLB(Hons)(Sydney)
Jennifer runs her own professional education consultancy business. Prior to starting her own business she was a senior investment banker with over 12 years’ experience in corporate finance and advisory positions.
Adjunct Fellow (Financial Statement Analysis and Modelling, Resources Industry Investment Analysis)
PhD(Melb) MBA(Cornell) BSc(Monash) BLitt(Hons)(Melb)
James has worked in the resources industry for more than 25 years, initially with WMC Ltd and subsequently as a consultant and executive education specialist.
James has worked across the precious metals, base metals and energy sectors in roles encompassing corporate treasury, project evaluation, gas marketing and business development.
Adjunct Fellow (Corporate Finance)
MSc(LSE) BEng(Hons) CFA
Cecilia has 15 years’ experience in the investment banking and commercial banking industry across Asia and Europe. She has a particular focus on mergers and acquisitions and is also experienced in privatization, leveraged buy-out, IPOs and strategic options.
She is currently a Director of Corporate Finance at ING Bank. She advises both Chinese and international firms on strategy formation, execution, valuation, and negotiation of M&A deals. Her clients include state-owned enterprises, private companies, listed companies, MNCs and private equity firms.
Formerly, Cecilia worked at Houlihan Lokey, an independent, advisory-focused, global investment bank, where she specialized on China related cross-border deals. Before commencing her investment banking career, she worked for Agricultural Bank of China. She is also a Chartered Financial Analyst.
Adjunct Fellow (Financial Instruments)
Yvette runs an industry-based business consultancy firm. Prior to that she has 20 years of experience in international accounting and business consulting firms in auditing, business and operational risks including a decade in international securities firms across Hong Kong, Beijing, Shanghai and Sydney.
Adjunct Fellow (Economics of Financial Markets)
MSc Economics (Lond) BAgrSc (Lincoln)
Peter is currently Global Head of Research and Managing Director for National Australia Bank in Sydney. Peter has been in this role since 2000, growing the team in Australia, London, and NZ to cover research disciplines including macroeconomics, credit research and financial market strategies.
Adjunct Fellow (Project Finance)
MBA(LBS) BSc(Marine Eng)(Hons)(N’cle)
Cosmas is an experienced investment banker who has been providing financial advisory services and raising capital for corporate clients in Asia, the Middle East and Australia for over twenty years.
He advises and finances clients from a range of industries including resources, transportation, energy and infrastructure, in relation to a diverse range of banking, capital and financial markets solutions tailored to their needs.
Senior Lecturer (Finance Principles, Financial Risk Management)
PhD MAppFin(Macq) BCom(Newcastle)
Shane is the Program Director of the Graduate Certificate of Finance and teaches in the Financial Instruments and Finance Principles units. Before joining the Macquarie Applied Finance Centre, Shane worked in the finance industry for more than 10 years.
DBA DipMgmtCons(Henley) MSc(Westminster) BSc(Belf) CEng CITP FBCS GAICD
Pat McConnell has almost 30 years as a manager, consultant, and academic with an extensive knowledge of the application of Information Technology to global financial markets.
He has worked with board and senior level management of large international financial institutions to develop strategies for applying IT to their expanding businesses and with all levels of operational management to deliver business change.
Adjunct Fellow (Life Cycle Investing)
BSc/BEc(Hons 1) CFA F Fin RMA
Aaron is the Head of Retirement Income Research for Challenger. In this role, he is responsible for generating additional research in the areas of decumulation, portfolio construction, investment strategy, retirement risk mitigation, new product solutions and policy support.
Aaron has over 20 years’ experience as an investment strategist and researcher, across a wide range of asset classes. In his previous roles across CFSGAM, IAG and Macquarie, Aaron has been responsible for the evaluation and strategic development of investment capability; portfolio manager of $5.5bn of Australian Fixed Interest; a diversified fund portfolio manager; tactical asset allocation strategist; and an economist. He was also a member of the advisory committee to the FTSE ASFA Australia Index at the time it established the first after tax returns performance index for the equity market in Australia
Aaron has been a Chartered Financial Analyst since 2003, is a Fellow of FINSIA and is a holder of the (US-based) Retirement Management Analyst (RMA) designation. He is currently the chair of the editorial board of JASSA. Aaron was awarded the University Medal for Economics from the Australian National University
Adjunct Fellow (Credit and Lending Decisions, Credit Portfolio Management, Financial Risk Management)
BEcon(Hons)(UQ) SF Fin GAICD
Max has been active in banking and financial markets for over 30 years. Most recently he led Westpac’s Institutional Bank in Queensland carrying primary responsibility for the locally-based client coverage team.
In this role he had accountability for the geographic strategy to deliver the full suite of wholesale banking products (debt and related hedging products, foreign exchange, carbon, energy & commodities, transactional banking and trade finance offerings) to the bank’s Queensland corporate and institutional client base.
Adjunct Fellow (Investment and Credit Analysis)
MBA(Pepperdine) BBusEc(UCLA) CPA
Chrissy has 20 years experience in debt investing and credit analysis. She is a CPA who began her career in the US at PricewaterhouseCoopers and Prudential Financial. She worked in London in leveraged finance at both Mizuho Corporate Bank and The Blackstone Group underwriting and investing in leveraged loans.
Subsequently, Christine returned to the US and joined GE Franchise Finance’s sponsor underwriting team and relocated with GE to Sydney to work at GE Capital. She is currently a Director in the Institutional Bank credit team at ANZ.
Chrissy is a graduate of UCLA where she majored in Business Economics and Minored in Accounting. She has her MBA with an emphasis in Finance from Pepperdine University.
Adjunct Fellow (Economics of Financial Markets)
Jeff has researched and presented on economic and financial issues for 30 years. Currently, he is a Principal of a financial institution and a market advisor in a team of independent and multidiscipline practitioners.
Adjunct Fellow (Debt Capital Markets)
MBA(Columbia) MEc(UWA) BSc(Hons)(Wales) GAICD
Andrew Palmer has 16 years of experience in the financial markets with over 10 years working on Wall St and 5 years in the City of London. Andrew graduated with an MBA from Columbia University in New York which included a fellowship at the Chinese University in Hong Kong.
In 1996 he joined J.P. Morgan's innovative structured credit products group and was instrumental in developing the then nascent credit derivative and securitisation businesses. In 1998 he became the head of Credit Derivatives and Structured Credit Sales in North America. As the market developed Andrew took a more and more active role in shaping its course. He became Global Head of Structuring and Distribution in 2001 and drove the creation of the Credit Derivatives Indices iTRAXX and CDX. In addition to structuring and distributing transactions, Andrew became an industry spokesperson and contributed to the early development of the legal and regulatory framework. In 2004 Andrew moved to London where he was instrumental in the establishment of the tradable Tranched Index Market. Andrew diversified his expertize by joining the Bank of Nova Scotia as CEO of Scotia Capital Europe where he ran their capital markets businesses in Europe and Asia and helped navigate the bank through the credit crisis.
Andrew left Scotia in 2009 to move to Australia and create Albatross Capital Advisers where he has been Expert Witness for cases relating to the capital markets, he has advised asset managers on the valuation of complex portfolios of assets and conducted many classes for Financial Institutions, Universities, Financial Bodies and the Financial press in Australia, Hong Kong, China and Singapore. Andrew is also Governor of the Steve Waugh Foundation.
Adjunct Fellow (Applied Business Valuation)
MAppFin(SecInst) BEc(Macq) CA F Fin
Stephen is a Partner of Deloitte, with over 25+ years corporate finance experience, particularly in the valuation of shares, businesses and intangible assets. He leads their national valuations team of 50 professionals.
Stephen focusses on major valuation projects including advice on mergers and acquisitions, Independent Expert's Reports, and valuation advisory projects for other commercial purposes.
During his career Stephen has provided clients with corporate finance advice, pre-acquisition due diligence reviews, valuations, structuring advice and feasibility studies in respect of companies operating across a broad range of industries throughout Asia
Stephen has a special interest in the Energy and Resources sector and is particularly interested in the rapidly evolving energy sector, challenges facing the resources sector; and supply and demand pressures in the eastern Australia energy markets.
Stephen is a member of the Editorial Advisory Board of the Business Valuation Australia journal.
Adjunct Fellow (Equity Capital Markets)
David has more than 30 years of finance industry experience, having worked for 15 years in corporate finance positions in industrial and financial companies and 16 years in the advisory operations of investment banks and boutique advisers.
In addition, he has 15 years (part time) experience in lecturing and training for the Securities Institute of Australia (now FINSIA).
David's work has generally concentrated on acquisitions and sales of businesses, takeovers, restructurings, debt and equity raisings and advice to governments. As an adviser he has had major involvement in more than 100 substantial transactions and assignments including over 35 takeovers and mergers and more than 30 asset sales. In recent years he has taken on the ownership and rehabilitation of an old family grazing property in the NSW Central West as well as undertaking occasional finance assignments (chiefly litigation-related).
Adjunct Fellow (Private Wealth Management)
AssocDipAcc MBA(Swinburne) AdvDipFS(FinPlan)
Justin is the Executive Officer Member Relationships at Equipsuper. In this role Justin leads the member and employer relationship teams and is responsible for providing the fund’s member and employer propositions, including financial planning services to members. Justin is also responsible for managing major alliance partners, namely the administrator and insurer.
Associate Professor (Financial Risk Management)
Elizabeth Sheedy is a financial risk expert. Prior to joining the university she worked for Macquarie Bank and Westpac where she worked in derivatives.
She now teaches courses in Financial Risk Management in the Master of Applied Finance program. She is responsible for all courses in the Risk Management specialisation and has been teaching in Singapore and Australia for more than 20 years. In that role she has gained a broad knowledge of all aspects of risk (credit, operational, liquidity, market).
Dr Sheedy has enjoyed a long association with PRMIA (Professional Risk Managers' International Association) and co-edited The Professional Risk Managers' Handbook. In previous years her research focussed on quantitative risk modelling. More recently her research focus has shifted to the role of governance and culture in determining outcomes for banks.
Jamie is a Chartered Accountant with over 14 years’ professional experience. He joined EY’s assurance practice in 2002, and has had over 8 years’ experience in EY’s Valuation & Business Modelling team.
During his time at EY, Jamie has worked closely with major Australian and global clients across various sectors, including resources (mining and oil & gas), media, power & utilities, infrastructure, financial services and healthcare.
As a valuation specialist within EY’s transactions service line, Jamie has focussed on valuations of businesses, intangible assets, impairment testing and analysis and independent expert’s reports.
Adjunct Fellow (Applied Business Valuation)
MAppFin(Macq) MAppTax(UNSW) BCom(Macq) CA
Manda is a director of William Buck’s corporate advisory services division in Sydney. She has significant experience in undertaking a variety of business, intangible asset and financial instrument valuations for a range of applications including independent expert reports, purchase price allocations, impairment reviews, tax restructures, shareholder disputes and expert reports for court proceedings.
She also recently served on the national committee of the Institute of Chartered Accountants' Business Valuations Special Interest Group.
Manda is also experienced at leading corporate transactions including overseeing both private and public company mergers and acquisitions, undertaking due diligence reviews and assisting companies with capital raisings and stock exchange listings.
Associate Professor (Derivatives Valuation, Financial instruments, Individual Research Project A and B, PhD program) and Academic Director
PhD MA(Princeton) BEc(Hons)(Sydney)
Rob has provided derivatives and risk management advice to a number of institutional clients (including Bankers Trust, BT Fund Management, Grant Samuel, Macquarie Bank and ING Direct) as well as Promontory Financial Group Australasia, the Australian Securities Commission and the Australian Stock Exchange.
He was also the Head of Quantitative Research (Hedge) for MIR Investment Management (2007-2011) and a member of their Investment Process Committee.
Rob is a founding member and currently Vice-President of the Q Group Australia and for many years a member of the Advisory Board of The Research Foundation of the CFA Institute. He joined the Centre following academic appointments at Princeton University and the Australian Graduate School of Management. Prior to that his industry experience included 15 years with the Reserve Bank of Australia. Rob has supervised eight PhD students to completion, two of whom were awarded the Vice-Chancellor’s Commendation for Academic Excellence.
Honorary Associate Professor (Life Cycle Investing)
PhD MSc BSc(UQ) F Fin
Peter has worked for 27 years in the investment and risk management industry. In the Applied Finance Centre, he is Program Director for the Funds and Wealth Management stream as well undertaking adjunct lecturing and Executive educational courses.
Peter is also involved with providing retirement adequacy and related services to various entities in partnership with Chris Condon, as well as undertaking industry consulting assignments.
Formerly, he has held roles such as Head of Investment Research at Constellation Capital Management, Head of Structured Investments Group at County and also at Westpac and DBSM - where he was responsible for managing equities, fixed interest and protection mandates. Peter also undertook financial forecasting and balance sheet modelling assignments, for a wide range of insurers and other financial related entities, to determine P&L, capital adequacy, and risk assessment and management.
Peter founded the Q Group Australia and is a member of the Editorial Advisory Panels of two industry journals.
Adjunct Fellow (Private Equity Investment)
MAppFin(Macq) BCom(Melb) ACA GAICD SA Fin
Symon joined Advent in 2007 and has more than 16 years of experience in the private equity and financial advisory industries. While at Advent, he has been responsible for leading and growing numerous investments. Symon has domain expertise across a number of sectors and has partnered with founders and management to formulate strategy and accelerate growth through acquisitions, new product development and organic initiatives.
Prior to joining Advent Partners, Symon was a corporate advisor with KPMG in Melbourne where he specialised in advising companies on capital raising, mergers and acquisitions, turnarounds and restructurings.
Adjunct Fellow (Debt Capital Markets)
MAppFin(Macq) BCom(UNSW) CPA
James Waddell is a Director in the Debt Markets Group at National Australia Bank. He has over 25 years’ experience in various roles in the financial markets and has worked across money, foreign exchange, derivative and debt capital markets.
James’ previous roles have covered both domestic and offshore capital market roles, as well as domestic derivatives and foreign exchange sales roles.
James is active in various industry forums and associations.
Adjunct Fellow (Professional Practice)
BTh MA(Kings College) FIA FIAA Hon FASFA
Chris White is an actuary who worked for over thirty years in Australia and Europe for the consultancy Towers Perrin (now Willis Towers Watson) in superannuation consulting, asset consulting and management roles. His last role with TP was Managing Director UK and Regional Manager Europe.
Since leaving TP Chris has studied and taught ethics; his major interests are in business and professional ethics, and the relationship between faith and economics. He is or has been a member of a number of boards and committees in both the for profit and not for profit sectors. Chris is an Honorary Fellow at the Applied Finance Centre, and has the following qualifications and professional memberships: BTheol, MA, FIA, FIAA, Hon FASFA.
Chris teaches Ethical Risk in Finance jointly with Gordon Preece, and the ethics component of Professional Practice.
Adjunct Fellow (Infrastructure and Property)
MTax(UNSW) MAppFin (Macq) BComm LLB(UQ)
David has more than 20 years' experience in corporate finance as an advisor and arranger of development and investment capital.
David has acted for many of Australia's leading development and construction companies as well as participating in numerous private and public capital raisings for a wide range of businesses and industries.
In that capacity he has undertaken a variety of roles not solely as an advisor but also as a principal, where he has lead the establishment of consortiums to undertake infrastructure projects in Queensland and Victoria. His experience places him in a unique position to provide practical and pragmatic advice , especially in relation to projects involving diverse stakeholder groups and interaction with all levels of Government and associated agencies and departments.
Adjunct Fellow (Investment and Credit Analysis)
Roland has 20 years’ investment industry experience. He is Manager of the Investment Analysis team at the Guardians of New Zealand Super, a sovereign wealth fund. He is responsible for seeking new investment strategies across all asset classes in all markets, maintaining cross-asset views to allocate the fund's risk budgets, setting investment hurdles for fund investments and providing investment advice across the fund. He is also building the fund's systematic investing programs.
Roland was formerly Head of Research Strategy and member of the Investment Committee at CP2, a global investor specialising in listed and unlisted infrastructure and global equities and was a Portfolio Manager for International Equities at Hunter Hall International Ltd. Roland also led the Corporate Advisory team at Capital Partners Pty Ltd, after joining as an Equity Analyst. His previous roles encompassed equities research, leadership of asset acquisition teams, and advice on valuations and establishment of costs of capital for pension funds and regulated entities.
Roland's expertise includes a long background in corporate finance, multi-asset strategy, and construction of global investment portfolios. Prior to joining the investment industry, Roland was in academia with a background in Corporate Finance, Investment Analysis, and Corporate Governance.
Adjunct Fellow (Corporate Treasury Management)
MBA(National University of Singapore) BEc(University of International Business and Economics)
Jane has 15 years’ experience in Corporate Treasury and Banking. She is Treasury Director with GE in China for 9 years. She partners with Finance and business leaders to provide Treasury advisory such as funding, liquidity, cash management, FX and interest rate management, trade finance, operations, Treasury policies and regulations.
Prior to GE, she was Assistant Vice President with JPMorgan in Singapore in Treasury Liquidity and Investment Product Management covering Asia Pacific, and was Chief FX Trader with Bank of America in Beijing, rotated in credit, finance, cash management and trade finance.
Jane is Certified Treasury Professional from Association for Financial Professionals, and holds FX Trader Certificate from China Foreign Exchange Trading Centre.
Adjunct Fellow (Private Equity Investment)
MAppFin(Macq) MPhil(PKU) BEc(PKU) BSc(PKU)
Maria has 8 years’ investment experience in China private equity market. Most recently, Maria was Investment Director of Vision Knight Capital where she focused on Internet related opportunities of private companies.
Prior to this Maria worked with DT Capital, another private equity firm that provides growth capital to early and expansion stage companies in China.
Maria’s experience covers most aspects of private equity including deal sourcing, evaluation, structuring, execution, post-investment management and exit. In terms of private equity investments, she integrates International best-practice norms with China’s unique business environment.