Richard Kang has been active in both institutional and individual asset/risk management for over twelve years with extensive experience in multi asset class mandates as well as strategies applying the use of passive instruments. Richard spent six years with a Toronto based investment firm whose services for institutional investors focused on various hedge fund strategies.  Subsequently, Richard built and managed the investment management subsidiary of a private wealth firm.  In 2002, Richard co-founded an investment firm managing long-only GAA mandates for private investors and short-only “beta filtering” overlays for multi-strategy hedge funds/FOFs.  In addition to running his firm, Richard was retained by a FOFs for two years as its Chief Investment Officer.  He currently writes a blog, The Beta Brief (www.thebetabrief.com) and consults to a small number of indexing/ETF providers and asset allocators.

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“I have been involved in the use of ETFs and index based instruments for well over ten years.  The philosophy of employing passively managed funds has not had the same massive growth curve around the world as it has in the US.  The observed growth of Terrapinn’s events focused on ETFs and Indexing, such as this one in Sydney, is evidence of the increased attention to this important area of the investment management space.”

Rashmi Mehrotra is an investment consultant and Principal in the Sydney office of Mercer Investment Consulting.  As the Head of Retail Services, Rashmi leads a team that specialises in advising private wealth management and large financial planning groups.

Rashmi has been working in Australian financial services for 14 years, joining Mercer in October 2003.  Previously she was an Associate Director at another leading Australian research house, van Eyk Research, having worked there for 8 years in various roles including research, consulting, marketing & sales, client service and product management of iRate, van Eyk’s web-based research platform.  Rashmi has also worked as a financial planner for 2 years.

Rashmi is involved with the Financial Services Institute of Australasia (Finsia) and the Sydney Society of Financial Analysts (Sydney chapter of the CFA Institute) in various roles lecturing and task force duties, which involve setting course direction, assignment and exam papers for portfolio management subjects. 

Rashmi holds a Bachelor of Arts Degree from the University of Delhi. She completed the Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (now Finsia) in 1995 and the Chartered Financial Analyst program in 1999.

Janice Sengupta has over 18 years in financial services, including investment strategy, fund manager reviews, product development and portfolio management.

Janice has worked for ING, ipac, MLC’s ThreeSixty and Godfrey Pembroke, and before moving to Australia in 1995, she managed fixed income portfolios for pension clients. Her earlier roles in Canada included economic research with London Life and lecturing in economics at University of Western Ontario.
Janice holds a Master’s in econometrics from University of Illinois, Chicago and graduated magna cum laude Bachelor of Science in Economics and Mathematics, Utah State University; Janice pursued in PhD studies at the State University of New York, and is a member of the CFA Institute.
 

Anthony is Head of Consulting with Morningstar, a leading global provider of investment research, offering and extensive line of print, software, and web-based products and services.
Anthony is responsible for developing Morningstar's consulting business in Australia, including advice on the creation and monitoring of multi-manager portfolios.
Anthony has over 15 years' financial services experience in both institutional and retail capacities, gaining a strong understanding of investment markets and products. Before joining Morningstar in 2003, Anthony was an Associate Director at ASSIRT. Prior to that, he headed the Investment Consulting practice at AMP Consulting, where he also sat on the AMP Financial Services Investment Committee.
 

Susan is a Vice President of State Street Global Advisors, Australia, Limited and the Head of the Global Structured Products Group. Susan joined SSgA in July 1999 to manage index equity mandates. In 2001, Susan took over the responsibility for managing the Structured Products Group in Australia. Her responsibilities include Domestic and International Equity Funds under a number of strategies such as full replication, wealth weighted, shadow and tax aware portfolio management.
Prior to joining SSgA in 1999, Susan worked for Commonwealth Fund Services (CFS) for four years in the Quantitative Applications area managing indexed equity portfolios, and in the Fixed Interest team managing indexed fixed interest portfolios. Before joining CFS, Susan spent over eight years working in money market and in treasury, both in Australia and London. Three of those years were spent working for Rothschild Australia Limited as a money market dealer. Prior to this, she gained experience working in different areas of banking and finance.
Susan received a Bachelor of Economics from Macquarie University. She also has a Graduate Diploma from the Securities Institute of Australia and, as such, has been admitted as a fellow of the Financial Services Institute of Australasia (Finsia).

Tim is the co-Head of iShares Australia. He is responsible for managing BGI Australia's iShares exchange-traded-fund business, and represents the firm in dealing with financial institutions and intermediaries.

Tim joined BGI in 2000, and prior to his iShares appointment he was responsible for the Financial Intermediary business for BGI Australia. His responsibilities included business development, client relationship management with financial intermediaries, and building BGI's relationships with the Research Houses.

Tim has over 15 years experience in the wealth management industry across various distribution roles covering funds management, structured equity products, margin lending and product development. He has extensive knowledge of the investment industry from both the funds management and distribution arenas, as well as the advice side, having worked as a financial adviser.

Tim has a Bachelor of Commerce majoring in Economics and Industrial Relations, as well as postgraduate studies with the Securities Institute of Australia and a Diploma of Financial Planning.

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Michelle Baltazar is the editor of Financial Standard, a fortnightly finance publication for financial planners, super funds and fund managers. Financial Standard is the flagship publication of financial services information company Rainmaker Group, which also manages a stable of investment journals and other custom finance publications..
Prior to joining Financial Standard, Michelle worked for London-based weekly investment magazine Shares where she wrote a regular column on derivatives and separately, on fund managers.
She was also the magazine’s resident reporter covering the telecommunication, software services, support services and household goods & textiles sectors.
From 1998-2000, Michelle was the Rich 200 researcher at Australia’s national business magazine BRW. The Rich 200 is a year-round project culminating in the publication of BRW’s annual issue profiling Australia’s top 200 wealthiest individuals and families.
Michelle graduated from the University of Sydney with a Bachelor of Science degree in Animal Biology and Biochemistry. She has completed a Diploma of Financial Markets, with Distinction average, from the Securities Institute of Australia (SIA) and is currently doing her MBA in Financial Management from the Macquarie Graduate School of Management (MGSM).
 

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Thomas Henker received his MBA in 1994 and his Ph.D. (Finance) in 1999 from the University of Massachusetts.  He is a member of the CFA-Institute and holds a Chartered Financial Analyst® charter.  He is regular presenter and invited speaker at academic and practitioner conferences. Thomas has published numerous articles in journals such as the Journal of Financial Markets, the Journal of Empirical Finance, the Financial Review, the Review of Finance and Economics, Applied Financial Economics, the Journal of Alternative Investments and Derivatives Quarterly.  He is a member of the curriculum committee of the Chartered Alternative Investments Association and is research interests are in Portfolio Management, the Microstructure of Financial Markets and in Alternative Investments.  Thomas is a Senior Lecturer in the School of Banking and Finance at the University of New South Wales, Sydney, Australia, where he lectures in both undergraduate and postgraduate portfolio management courses.  He has taught at BITCC in Beijing, Clark University and the University of Massachusetts. 
 

David is recognised as a specialist in the Managed Accounts area and has over 18 years experience in the Financial Services Industry. David joined Investment Administration Services (IAS) as the Head of Distribution in March 2008.

Prior to joining IAS, David was the Head of Distribution at Aegis where he was responsible for building a model portfolio business.

David has also held a number of senior roles at Permanent Trustee and Trust Company in Custody, Operations, Information Technology, Investment Administration and Managed Accounts. These roles have included responsibility for sales, product development, defining operational and technology strategies and implementing change. David has extensive experience in the administration of listed investments, managed accounts, sales and relationship management.

In his current role, David is able to assist advisers, dealer groups and broking firms in integrating the managed accounts concept into their business.