Richard Nunn Head of Private Bank Commomwealth Private Bank

Richard Nunn joined the Commonwealth Bank of Australia in August 2003.  He is currently General Manager Private Bank, responsible for providing banking and advisory services to the CBA’s high net worth clients.  Prior to that Richard was General Manager of Distribution at Colonial First State, overseeing all aspects of CBA’s Wealth Management distribution including third party, direct, corporate superannuation, CBA’s advice businesses and CommInsure’s retail distribution. Richard joined the Commonwealth Bank of Australia from IOOF, where he was General Manager, Retail Funds Management.  He first joined the financial services industry in 1988. Between 1988 and 2000 he held various positions at AXA Asia Pacific Holdings Ltd.  These included National Retail Sales Manager and Head of AXA Advisor Services and Business Manager, International Operations. Richard holds a Bachelor of Business, and a Graduate Diploma in Economics.  In addition to this he is a Graduate member of the Australian Institute of Company Directors, having completed their Diploma course and a Graduate of the Harvard Business School’s Advanced Management Program.

Ralf Hohweiler Head of Private Bank Bank of New Zealand

Ralf Hohwieler is Head of Private Bank at Bank of New Zealand, based in Auckland. Prior to joining Bank of New Zealand in 2003, Mr. Hohwieler was Director of European Business Development with The Industrial Bank of Japan (now Mizuho Corporate Bank) in London. He previously worked for almost 10 years in international financial markets with Royal Bank of Canada Group in a number of senior roles, based in both Frankfurt and London.

Graham Reeve Managing Director Myer Family Office

Graham Reeve is the Managing Director of The Myer Family Office.  The Myer Family Office was created in 1986 to service the needs of the now 63 descendants of Sidney and Merlyn Myer.  Since 1999, the Myer Family Office has been accepting other high net worth clients and was voted the 2005 and 2006 best provider of Family Office Services in Australia by Euromoney. Graham was previously a tax and financial planning partner with Arthur Andersen.  He joined The Myer Family Office in September 2002.  Graham has over 30 years experience in advising high net worth families. Graham is a guest lecturer at the University of Melbourne teaching both undergraduate and post graduate personal financial management. Graham has been married for 30 years, has three adult sons and four grandchildren.  He has extensive charitable, community and church interests, including being a lay preacher.

George Nikas Director, Research, Private Wealth Management Deutsche Bank

George Nikas works for Deutsche Bank Private Wealth Management in Australia and provides investment advice to high net worth clients and family groups. He has over 10 years experience, having previously also worked at MLC. Within a team structure the areas of specialisation include financial structuring including asset allocation strategies, along with the provision of extensive technical support to the firm’s Private Bankers in relation to such areas as managed funds, structured investments, economic and market strategy. This involves the provision of research, strategy, analysis and development of quantitative models to assist Private Bankers in the formulating and deployment of the most efficient client investment strategies and investment products. George holds a Bachelor of Commerce Degree from the University of NSW and a Post Graduate Diploma with the Securities Institute of Australia.

Guy Hedley Head of Private Bank Macquarie Bank, Australia
Guy has been involved in the high net worth private client advice market for over 18 years, in New Zealand, Australia and Asia. Over this period he has been involved in the development and management of stockbroking, retail fixed interest, funds management and private banking operations. In addition to training in commerce and financial analysis, Guy holds an MBA from AGSM.

Stuart Cain Director, Strategic Wealth Managment Goldman Sachs JBWere

Stuart Cain works for Goldman Sachs JBWere in Australia and provides Private Client Wealth Management advice to high net worth clients and family groups. He has over 15 years experience having worked for the major chartered accounting firm and a number of international fund managers. Within a team structure the areas of specialisation include financial structuring including superannuation strategies, taxation planning, financing arrangements and asset protection measures including insurance and intergenerational wealth transfers. In addition an appropriate asset allocation framework is developed for each client within an agreed risk profile prior to providing specific investment product recommendations.   Stuart holds a Bachelor of Economics degree from Macquarie University and is a member of the Institute of Chartered Accountants. He has completed a Diploma of Financial Planning and is a Certified Financial Planner. In 1988 Stuart completed his MBA specialising in finance and portfolio management.

Anthony Starkins Director and Founder First Samuel

Anthony is the Chief Executive of First Samuel Limited, a position he has held since founding the company in 1999. He has 27 years’ experience in the investment and finance industry. He worked with J.P. Morgan Investment for nine years, most recently as Regional Head of Marketing Asia-Pacific, based in Singapore. He also spent 10 years with Schroders PLC in a variety of capital markets and treasury related capacities in Melbourne, Sydney, Tokyo and London. Immediately prior to the establishment of First Samuel in 1999, he was the Managing Director of Norwich Investment Management. He is a Chartered Financial Analyst, holds Bachelor degrees in both Laws and Economics from Monash University, has completed the University of Oxford Advanced Management Program, is a fellow of the Australian Institute of Banking and Finance, and a member of the Australian Institute of Company Directors, the CFA Institute and the Financial Planning Association. He is a director of First Samuel Limited, Ruyton Girls’ School and the Melbourne Football Club and is also trustee of a number of charitable foundations.

Jack Pearce, Managing Director Pearce Callahan Associates

Jack Pearce consults to the Financial Services sector. Originally trained in mathematics and science, Jack chose to move to the commercial world in the late 1980’s. He joined the financial services industry full time in 1989 and has continuously been a proper authority holder since 1991 making him an early entrant to the world of financial planning and funds management. After 5 years with a major mutual and fund manager, Jack moved to a boutique independent Licenced Dealer operating under an unrestricted Dealers Licence. As a Proper Authority holder he and his business partner Anne Callahan built a practice, which has the hallmarks of scholarship and a “broad curriculum”. Milestones include being a “Top ten” producer within the Lonsdale Network.

Kim Radalj Senior Investment Consultant Commonwealth Private Bank

Tom has over 23 years experience in financial markets, all of which have been served in Merrill Lynch's private client division.  In addition to his extensive experience in the product sales and development side of the business, Tom has had responsibility for leading and growing our private client businesses here in Australia as well London, UK and Geneva, Switzerland. Tom joined Merrill Lynch in 1983 in the Bond Fund Division in New York. Between 1988 and 1994, he served in the Options/Futures Product Group, where he led the product development in Commodity Funds and Hedge Funds and was responsible for sales in Asia Pacific, Latin America and the Middle East. Tom moved into Market Management in 1995 when he transferred to Sydney to run the private client business in Australia and New Zealand.  Tom moved to Geneva in 1998 to operate the local brokerage business and lead the marketing efforts in Europe and the Middle East.  Tom relocated to London in 2002 to take responsibility for running the London office with specific country responsibilities for Turkey, Greece and Israel. Tom returned to Sydney in May 2004 to take up his current position as Head of Global Wealth Management for Australia and New Zealand. Tom is also Division Sales Director for the Asia Pacific Division, which comprises Merrill Lynch's businesses in Hong Kong, Singapore, Seoul, Bangkok, San Francisco, Los Angeles, Sydney and Melbourne. Tom has a Bachelor of Economics degree from Rider University in Lawrenceville, New Jersey, and a Masters of Business Administration in International Finance from Fordham University in New York.

Scott Reidel Head of Private Clients Perpetual

Scott Riedel, Head of Perpetual Private Clients, joined Perpetual Trustees in March 2005, with the key responsibility of profitably growing the advice and fiduciary services business arms of the 115 year old Private Client business. Scott has broad experience as a financial markets professional with extensive knowledge and experience in global markets, wealth management and private banking. He has a proven success record in aggressively building & managing businesses, holding senior management positions in Australian and overseas financial services organisations. His previous roles include Head of Private Bank, Commonwealth Bank of Australia, with responsibility for both Australia and Australian private banking division, Regional Head and Country Treasurer for Citigroup Private Bank Geneva and a Risk Specialist and Options Trader in new York, London and Sydney, to name a few. Scott’s key skills include leadership and management, business development and a results driven approach to building businesses. He also has military experience with over eight years as a Commissioned Naval Officer successfully retiring from the Navy at Lieutenant Rank after he became one of the youngest commanding officers of a Naval ship since WW II.

Deidre Wroth Head Specialised Investments NAB Private Bank

Deirdre Wroth is responsible for the Specialised Investments business at nab, which was established in 2006 to provide a broad range of investments and services to the High Net Worth clients across nab Business and Private Bank.  Deirdre has 20 years experience in banking and funds management, including 13 years at Macquarie Bank.  She has extensive experience in a variety of roles including sales management, stock broking, money market, financial advice and business coaching.

Dan Da Silva  Managing Director Cycam Investment Banking

Dan Da Silva is the Managing Director of Cycam Pty Ltd, and a Director of Intangible Asset Management Pty Ld. He has previously been Head of various Divisions and key Customer-facing Groups at Citibank, Westpac and Banque Nationale de Paris. Mr Da Silva is a Corporate Finance specialist, and also has significant Business Development & Structuring experience in Financial Institutions. His main roles have related to Valuation, Growth Strategy, Capital Raising, Corporate Finance, Corporate re-construction, Debt & Equity Capital Markets, Due Diligence, Risk Management & Corporate Governance. At Cycam Investment Banking, he has also been involved extensively in the Private Company / UHNWI sector, and has lead engagements in the pre-IPO stages and other major divestments by UHNWI shareholder via Trade Sales and Partner Buyouts. He has had numerous Senior Relationship Management roles, and has over 18 years of experience in advising Financial Services organisations on many aspects of customer acquisition and management.”

Dr Douglas Turek Managing Director Wealth benchmarks

Doug is the founder of the unique wealth research project, Wealth benchmarks, which has helped wealthy Australians learn more about their finances and whether they are on track compared to others. Since January 2007, nearly 50,000 have visited the site, many after reading about this industry information service in major magazines, newspapers and online journals including the BRW Rich. About 10% of participants are worth more than $5m and 2/3rds are millionaires. Turek is a former Boston Consulting Group senior advisor. There he worked with executives of Australian and Asian financial institutions and also conducted benchmarking studies of Australian private banking, asset management and other wealth management businesses. This background, along with work with clients of his boutique personal wealth advisory firm who often asked "How do I compare?", became the inspiration for Wealth benchmarks. At this conference Doug will be formally releasing, and sharing findings from the "Personal Finances of Wealthy Australians: 2008 Instiutional Report".

Rashmi Mehrota Investment Consultant and Principal Mercer Investment Consulting

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.

Simon Ree Head of Special Investments, Private Wealth Management Goldman Sachs JBWere

Simon Ree is the Head of the Special Investments Group for Goldman Sachs JBWere in Australia. The Special Investments Group is responsible for creating and sourcing sophisticated investment solutions for clients, with a focus on investment ideas and opportunities beyond traditional securities. Simon has over 14 years’ experience in financial markets, having worked as a futures dealer and credit analyst for a major bank before joining Goldman Sachs JBWere in 1996.

Julien Martel VP & Head of Private Banking Butterfield Bank (Bahamas) Limited

Joined Ansbacher Group in 1985 within their banking division and was promoted over the next 8 years to end up running the small treasury team. In 1993, joined ANZ Bank in Guernsey as a Relationship Manager responsible for a portfolio of private and intermediary clients, where I was until 2000 when the ANZ Group decided to sell its operation in Guernsey to Bank of Butterfield, now known as Butterfield Bank. At the time of purchase I was running the Private Banking Team. At Butterfield Bank took over the responsibility as Business Development Manager, the job I did until 2002, when I was promoted to Head of Private Banking & Business Development. Within this role I was part of the Senior Management of the Bank, sitting on the executive committee and travel extensively worldwide meeting and marketing our clients. In 2006 an opportunity arose to work with the same group, in a new location and I moved with my family to the Bahamas in the Caribbean, where I assumed the executive role of Vice President & Head of Private Banking. This role is extensive and has reporting to it Banking, Trust & Corporate, Credit/Lending, Business Development, Marketing and Operational Risk Management. I sit on a number of executive committee’s. here.

Kym Madden Senior Research Fellow, Centre of Philanthropy and Nonprofit Studies Queensland University of Technology

Kym Madden has over 20 years’ experience in marketing and communication, especially in the services field. She has a PhD in building relationships in the financial services sector and has been researching in the nonprofit/philanthropy field for the past six years. In particular she has been tracking changes to financial advisors’ attitudes to assisting high net worth clients with philanthropy. She also recently engaged in national research with affluent Australians. As well as private giving, her interests extend to community engagement by businesses. Kym has advised a diverse range of leading public and private sector organisations including the Australian Taxation Office and the Prime Minister’s Community Business Partnership. She is a member of the Australian Institute of Company Directors and other professional groups, and has several years’ experience as a Board member in the nonprofit field.

Christopher Thorn Executive Director, Philanthropic Services Goldman Sachs JBWere

Christopher Thorn (BComm, FFin, MSDIA) is the Executive Director of Goldman Sachs JBWere's Philanthropic Services team, where his primary responsibilities include raising awareness of philanthropic issues; providing advice on investment and capital management to individuals and organisations wishing to implement a philanthropic strategy; and fostering relationships between interested parties in order to facilitate the giving process. Christopher is a partner of Goldman Sachs JBWere. He joined the firm in 1984 and worked in Melbourne as a Retail and Institutional Adviser. In 1993 Christopher moved to New York as Vice President Institutional Sales. Upon returning to Australia in 1996 he was appointed Manager of JBWere’s Queensland business, until returning to Melbourne in 2001. Christopher has held a variety of senior management roles within Goldman Sachs JBWere’s Private Wealth Management business, including business integration and strategy. In 2002, Christopher established the firms Philanthropic Services division. Christopher is a member of the Philanthropy Australia Council; Chairman of StreetSmart Australia - a campaign established to provide financial support to the homeless in Victoria; and Chairman of ShareGift Australia

Kelley McLendon Director of Philanthropic Services Goldman Sachs JBWere

Her primary responsibilities include partnering with client advisors to bring philanthropic opportunities and solutions to Goldman Sachs JB Were clients, facilitating dialogue between the non-profit sector and those with a philanthropic interest and increasing visibility of philanthropy in the community. Prior to her employment with Goldman Sachs JB Were, Kelley was employed by National Australia Bank as Group Manager for Corporate Community Investment.  In this role she was responsible for providing strategy and consolidated reporting of the bank’s own philanthropic donations and partnerships, volunteering efforts and community sponsorships.  Before relocating to Australia, Kelley worked for Bank of America for more than 14 years.  Her last role was Director of Charitable Trust Services.  This specialist unit helped high net worth donors throughout New England create and implement charitable strategies.  Kelley is also a licensed Certified Financial Planner (US).

Arpit Argarwal Managing Director and Group CEO Financial Services Dawnay Day AV, India

Arpit Agarwal started his career in corporate finance with Ballarpur Industries Ltd. Of the Thapar Group in India in 1991 and moved on to a career in financial services to be amongst the first few who launched the business of Private Banking in India as early as 1993. He has conceptualized, launched and successfully built sizeable Private Banking businesses for DSP Merrill Lynch (1993-1998), BNP Paribas (1999 – 2002) and ICICI Bank Ltd. (2002 – 2006) in India and has hands on experience with high net worth Indian Resident and Non-Resident clients across the world. Under his leadership, the Private Banking business of ICICI Bank was ranked as the largest in India in February 2005 by CLSA and also amongst the top 3 in Asia Pacific in September 2005 by Private Banker International. Arpit is now the Chief Executive Officer of "Dawnay Day AV". Dawnay Day AV is a specialized financial services provider, formed through a joint venture between Dawnay Day International (DDI) and Alok Vajpeyi. The operations of the new venture in India cover Wealth Management, Stock Broking, Retail Distribution, Corporate Finance, Portfolio Management, Asset Management, Real Estate Advisory and Research Services. A startup in India, the company has grown, in just over one year, to 275 employees and is expected to cross 1000 employees by December 2007.

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