Companies Presenters Presenter Bio National Australia Bank

Peter Jolly

Global Head of Research Presenter Bio Peter is Global Head of Research in the Global Markets area of National Australia Bank. His team has specialist researchers across the world covering different economies, interest rate, and currency markets.

Peter has worked as an economist and researcher for more than two decades, starting out with the Reserve Bank of New Zealand. Peter is on Adjunct Fellow at Macquarie University’s Master of Applied Finance and has a Masters Degree in Economics from the University of London. Bell Direct

Julia Lee

Equities Strategist Presenter Bio As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet. She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences. CommSec

Steve Mater

Head of Investment Sales Presenter Bio Steve Mater is the Head of Investment Sales within CommSec's Retail business. CommSec is Australia’s leading online retail trading platform, offering customers a variety of products and services such as Australian & International Equities Trading, Derivatives, Margin Lending, and Advisory services.

Steve leads a team of Business Development Managers and Associates aimed at identifying and servicing customer needs for all of CBA Group wide channels. Steve has worked in financial markets for over 28 years with extensive experience in sales, business development, marketing and leadership roles across numerous markets including Foreign Exchange, Futures, CFDs, Options and Equities, his most memorable time working on trading floor of the Sydney Futures Exchange. Steve is an avid trader and investor, is passionate about the industry and markets and is dedicated to helping others create wealth through online education and enhanced relationships build on trust and service. Steve holds a bachelor of Economics from Macquarie University, a marketing degree and a Graduate Diploma in Applied Finance. ASX

Graham O'Brien

Manager of Equities Derivatives Presenter Bio Graham is the Manager of Equities Derivatives at ASX. Graham has 22 years' experience in the equity and derivatives industry as a broker and educator. He started on the options trading floor as a board broker in 1995 and then worked on both institutional and retail desks until 2001. Today, one of Graham’s key responsibilities is educating investors and advisers on a range of ASX products, including options. OzFinancial

Patrick Nelson

CEO, OzFinancial Presenter Bio Patrick is a founding partner of OzFinancial Australia, and has a passion for educating and empowering self-directed investors and traders. Allowing them to cut out the middle men, reduce costs and get the support they need. As CEO of OzFinancial, Patrick leads the team in Education, Trading, Corporate Finance, Investor Relations and Portfolio Management. Magellan Asset Management Limited

Emma Kirk

Key Account Manager – Listed Funds Presenter Bio Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services. Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management. Pinnacle Investment Management Limited

Conor O'Daly

Associate Director Presenter Bio Conor has been with Pinnacle for approximately 5 years engaging with investors on behalf of Pinnacle’s specialist investment managers. His role encompasses capital markets activities including LICs, ETMFs and MFunds, from product structuring through to implementation and distribution. Prior to Pinnacle, Conor was based in London with BNP Paribas in Fund and Equity Derivatives and began his career with Man Investments on their Graduate Quantitative Programme. He holds a BA (Hons) Economics from University College Dublin and an MSc Finance & Economics from the University of Warwick Business School. State Street Global Advisors

Andrew Kalopedis

National ETF Sales Manager Presenter Bio Andrew is the National ETF Sales Manager in Australia for State Street Global Advisors. He is responsible for the distribution of SPDR ETFs to the intermediary channel across platforms, dealer groups and financial advisers both aligned and independent. Additionally, Andrew works closely with his clients on asset allocation, portfolio construction and ETF education. Prior to joining SSGA in 2015, Andrew has extensive experience across the Wealth sector having worked in Australia and the United Kingdom. With over 10 years of industry experience, Andrew has worked for Macquarie Bank, BT Financial Group and Rubik Financial, in a number of roles across Account and Relationship Management. Andrew holds a Masters of Applied Finance, a Post Graduate Diploma of Applied Finance, a Diploma of Financial Planning and a Diploma of Financial Markets. nabtrade

Gemma Dale

Director, SMSF & Investor Behaviour Presenter Bio Gemma Dale is a Director, SMSF and Investor Behaviour at nabtrade. She is a recognised expert in SMSF and superannuation topics, and regularly discusses investment trends and investor behaviour in the media, including Sky Business, the Australian Financial Review and The Australian. Prior to her current role Gemma was Head of SMSF Solutions at nab, and Head of Technical Services at MLC, where she managed a team of specialists in superannuation, tax, social security and financial advice. She holds a Bachelor of Business with Honours, a Bachelor of Economics, and a Bachelor of Arts and an Advanced Diploma of Financial Planning. Morgans

Gary Thorniley

Private Client Adviser Presenter Bio Gary is a Senior Adviser at Morgans Financial Perth Branch and is a CFP®, Member of the Australian Institute of Company Directors, Early Adopter Member of Conscious Capitalism Australia and New Zealand, and Non-Executive Director of local tech startup Ecocentric Pty Ltd. Gary guides a diverse client base including self funded retirees looking for long term income with some growth, to Executives of small technology companies investing for high growth in disruptive technologies. Gary is particularly interested in directly supporting new companies to fund business growth where they have a clear purpose, compelling client value proposition and positive culture.

Ian Irvine

MC and Moderator Presenter Bio Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX. His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers; delivered using a variety of media, including seminars, webinars, videos and written articles published in financial newsletters and magazines. He now works as a consultant to the financial services sector; including to continue to educate investors on a range of investment ideas and topics. He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996