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.
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) MCom(Hons)(UNSW) BEc(Monash) FCPA
Steve had 15 years’ experience as a full time corporate finance academic before taking on a career in management consulting in 1988. He has, however, continued part time teaching finance at various tertiary institutions.
Steve's particular interest is Value Based Management and assisting firms to create and deliver shareholder value through strategy development, strategy implementation and governance. His consulting career includes partner with LEK Consulting and Mainsheet Corporate as well as senior experience with Marakon Associates and Andersen Consulting.
Steve is a co-founder of a successful business that offers business valuation services. The work includes 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.
Steve co-authored an Australian Corporate Finance textbook with the first edition in 1984.
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.
Director - Macquarie Applied Finance Centre
Adjunct Fellow (Case Studies in Applied Finance)
BEc DipEd(UWA) MappFin(Macq) FFTP A Fin MAICD
Lindesay has worked in Banking & Financial Markets for more than 20 years at several banks in roles covering business and corporate banking, financial markets sales, learning and development and risk management. He is now using his experience in financial markets and banking to assist companies and financial services firms manage regulatory, financial markets and conduct requirements.
Since 2010, Lindesay has been actively involved in the development of Australia’s G20 OTC Derivatives Regulation, The FX Global Code and benchmark reform. He is the current Chair of the FTA Technical Committee.
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 in 2015.
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 Financial Strategy)
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.
Adjunct Fellow (Mergers & Acquisitions)
Haijin is a Executive Development Program Instructor at Shanghai University of Finance and Economics. Previous to this he worked at General Electric (China) Ltd and Honeywell (China) Ltd.
Haijin's has extensive knowledge in financial modelling, enterprise valuation, risk assessment, E-commerce & IT audit, derivative & currency trading, corporate lending and tax issues for cross border transactions.
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.
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 he 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.
Senior Lecture (Portfolio Management and Valuation, Applied Portfolio Management)
MEc BEc(Macq) CFA
Dan is the Director of the CFA Institute Affiliation Program with Macquarie University and Director for the Funds & Wealth Management Stream.
Dan was formerly an Associate Director with a large Australian fund manager and has extensive experience in managing portfolios and the research and development of innovative investment products. He has also consulted to a wide range of enterprises on risk management, derivative instruments and the practical implementation of finance concepts. His current teaching interests include supervising students writing Harvard style cases on industry-relevant issues such as Geopolitics; Environmental, Social and Governance investing; ETFs; and Quant investing.
Adjunct Fellow (Professional Practice)
GradDip Psych(Monash) GradDip AppFin(SIA) BBus(Hon)(Monash)
Dennis is the founding director of Human Systems Advisory, a research based consulting firm that believes the majority of conduct issues within organisations are not caused by ineffective formal systems, but rather by ineffective human systems. He has had over 15 years’ experience in the financial services industry where he held a number of senior roles in financial markets and corporate strategy.
Dennis is the author of The Origins of Ethical Failure, a book that won the textbook category in the 2017 U.K. Chartered Management Institute Management Book of the Year awards. He has appeared on the BBC’s Business Matters program and contributes to a variety of blogs, newspapers and journals both in Australia and overseas on the topics of ethics, leadership and organisational purpose.
Adjunct Fellow (Debt Capital Markets)
William is an Associate Director in Debt Syndicate & Origination Asia having recently moved to Hong Kong in early 2017 to further expand NAB’s Asian footprint. William is primarily responsible for NAB’s DCM activities throughout Asia which is focused on the origination and distribution of senior unsecured bonds, regulatory capital bonds and covered bonds.
Prior to this, William focused on the origination, structuring and execution of hybrid and structured credit capital markets transactions for financial and corporate issuers. He has arranged a number of ground-breaking A$ high-yield transactions. William joined NAB in 2009 and worked in NAB’s Structured Credit team, with experience in the CLO and CDS market across a range of different sectors.
Adjunct Fellow (Mergers and Acquisitions)
MCom(UNSW) BSc(Kansas) ACA AICPA CFA
Jeff is the founder and Director of Sumner Hall Associates Pty Limited since 2002, a specialist advisory firm providing corporate advisory services in relation to mergers and acquisitions, divestments, capital raisings, corporate restructuring and financial matters generally.
Previously, Jeff was the Executive Director and shareholder of Grant Samuel & Associates Pty Limited, a boutique investment banking firm established in late 1988 and specialising in mergers and acquisitions.
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.
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 (Resource Industry Investment Analysis, Portfolio Management & Valuation)
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 an Executive Director, Consumer & Industrial, Corporate Client Coverage Group at ICBC International Capital Limited. She covers consumer and industrial sectors for all investment banking services such as M&A, ECM and DCM.
Formerly, Cecilia worked as Director at ING Bank where she advised both Chinese and international firms on strategy formation, execution, valuation, and negotiation of M&A deals. Her clients included state-owned enterprises, private companies, listed companies, MNCs and private equity firms. Cecilia has also 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.
Adjunct Fellow (Professional Practice)
Yvette runs an industry-based business consultancy firm. Over the past decade she has been focusing on business and product advisory in the wealth management industry across private funds, leading Chinese state-owned banks, city commercial banks and IT & software companies in Hong Kong and China.
Yvette has 20 years of experience in operational structure and process set up and improvement in consultancy firms and investment banks across Hong Kong, Beijing, Shanghai and Sydney.
She has been a seasonal lecturer for our Beijing Program since 2015 teaching Financial Instruments and most recently, Professional Practice.
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.
Adjunct Fellow (Strategic Bank Management)
PhD Mast(Cambridge) BSc(Hons)(UCL)
Paul has worked for over 20 years with blue-chip financial institutions to help them build and implement better risk management frameworks, and has held roles across all major classes of risk (market, credit, operational, and compliance), with experience from operational levels up to direct engagement with Boards and with global regulators.
Paul spent 10 years working in the financial industry in Switzerland, before moving to Australia, where he established the Research and Risk Analysis function for one of the financial regulators, before moving back into the commercial world.
MAcc BBusAdmin(UMich) AICPA
Edward holds the position as Director, Loans and Structured Credit, Greater China at a European Bank. He has over 12 years' experience in originating, structuring and syndicating equity and equity-link deals. He has completed over 150 ECM deals across wide spectrum of sectors and products.
Prior to his career as an investment banker, Edward worked as a management consultant and an accountant at Big Four accounting firms.
Adjunct Fellow (Credit and Lending Decisions)
MProAcc(HKG Polytechnic Uni) MSc in Fin(City Uni of HKG) BArts(Uni of Western Ontario)
Alan has 28 years of commercial banking experience and has worked as a commodities banker in the Greater China region since 2001. Alan has previously worked with Standard Chartered Bank and HSBC and more recently decided to capitalize his experience and network in the market and established Commodities Trade and Advisory Ltd, a structured trade finance platform serving clients in the Greater China Region.
Alan also invested as an angel investor in FundPark, a fintech company formed by a group of young bankers focusing on providing financing to small and medium enterprises.
Program Director - Beijing (Portfolio Management & Valuation)
Casey is the Program Director, China, at Macquarie Applied Finance Centre. Casey has held academic positions and worked as a strategy consultant in Hong Kong.
During his career in consulting, he worked on valuation projects and business strategy for firms from Hong Kong, Mainland China and Taiwan. He was an Examiner for several professional institutes in Hong Kong, including the Hong Kong Institute of Bankers.
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.
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.
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.
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 (Private Wealth Management)
MProfAcc(Texas) BBusAdmin(Hon)(Tennessee) CVA, CFE, FIPA
Jeffrey has almost 20 years of experience in the private, corporate and consumer banking fields. He currently holds the position of Managing Director, Business Strategy for Greater China and North Asia at one of the top private banks in APAC. Prior to this he was head of investment products and services for UBS China and a member of APAC Investment Products and Services committee, Head of Banking Products for UBS Taiwan.
Jeffrey has also worked for the Bank of Tokyo-Mitsubishi UFJ, American First National Bank, Hewlett-Packard Company, and China Trust Commercial Bank. He participates in wealth management related law drafting for regulators in China and is an instructor for China Banking Association for private banking certification programs.
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. His focus is 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.
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 most recently held the position of Executive Officer Member Relationships at Equipsuper. In this role Justin he led the member and employer relationship teams and was responsible for providing the fund’s member and employer propositions, including financial planning services to members. Justin was also responsible for managing major alliance partners, namely the administrator and insurer.
Before joining Equip, he headed the financial planning franchise of AIA Financial Services and earlier
held senior executive positions in the financial advice and distribution operations of other organisations, including Super Concepts, Axa, National Australia Bank and MLC.
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.
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
PhD MSc BSc(UQ) F Fin
Peter has worked for 27 years in the investment and risk management industry. He is also involved with providing retirement adequacy and related services to various entities as well as undertaking industry consulting assignments.
Formerly, Peter 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.
He 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 (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 (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. He 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.
Senior Lecturer (Corporate Finance and Investment & Credit Analysis)
Roland has over 20 years’ investment industry experience. He was recently Manager of the Investment Analysis team at the Guardians of New Zealand Super, a sovereign wealth fund. He was 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 also helped build 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 has been 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.