Panels & Speakers

Session 1:

INVESTMENT BANKING PANEL

 

Greg Peirce
MD, Co-head of M&A Advisory asia pacific
UBS

Greg is a Managing Director and Co-head of M&A Advisory Asia Pacific at UBS. He has been with the firm for 15 years, and is based in Sydney. During the 2016 East Coles Corporate Performance Awards, Greg was named Best Investment Banker and Best M&A Banker.

Greg has worked on a variety of complex M&A transactions, including:

  • Ferrovial on its $1.3 billion acquisition of Broadspectrum
  • $1.75 billion sale of Sucrogen, CSR’s Sugar and Renewable business
  • Shell on its $3.3 billion block trade of a 10% stake in Woodside
  • US$2.0 billion acquisition of Rio Tinto’s packaging assets by Amcor
  • $19 billion defence of Rinker from CEMEX’s hostile takeover bid
  • Link IPO ($900 million) and subsequent block trade
  • $18 billion unification of Brambles Group’s DLC structure

David Friedlander
Partner, Head of Public M&A
KING & WOOD MALLESONS

David is a Partner and Head of Public M&A at King & Wood Mallesons, and works in the Sydney and Melbourne offices. He is consistently ranked as one of Australia’s top M&A and equity capital markets lawyers.

David regularly acts for both bidders and targets in takeovers and issuers and underwriters in securities offerings. He has also worked on the defence side of several high-profile shareholder activist campaigns. He is a member of several key corporate law bodies and a former member of the Australian Takeovers Panel.

David is integral to the firm’s growth in Asia Pacific spending time working closely with KWM’s Hong Kong and China teams and is a member of the International Management Committee of the firm.

David was named in the 2016 AFR Best Lawyers, Lawyer of the Year - Corporate Law

Representative matters include:

Woolworths - on the sale of Masters
South32 demerger from BHP Billiton - representing South32 and its board
Medibank Private IPO
KKR - on its block trade sell-down of Seven West Media
Nine Entertainment IPO - representing the joint lead managers
ASX rights offering - representing UBS as lead manager

 

Lachlan Edwards
MD, CO-HEAD OF CORPORATE ADVISORY
LAZARD

Lachlan Edwards is a Managing Director and Co-Head of Corporate Advisory in Australia, having joined Lazard in October 2013 from Goldman Sachs. Lachlan also serves as a Non Executive Director on the Board of Hotel Property Investments (ASX: HPI), a position he has held since November 2013, and the Bell Shakespeare Company since December 2016. Lachlan worked at Goldman Sachs from 2006 as a Managing Director. Before that he worked for Rothschild in Sydney and London, Samuel Montague & Co in London and for IBM Australia. Lachlan has advised Governments, Boards, Management teams and Creditors on some of the world’s largest corporate situations including the restructuring of Royal Ahold’s €40bn of debt, Northern Rock £125bn, and Babcock & Brown Group’s $66bn of debt. Recently he has advised Atlas Iron and Arrium on their recapitalisations, Horizon Oil on its restructuring, Resource Capital Fund on its additional investment in Wolf Minerals, and is currently advising Seafams on its new aquaculture project in the Northern Territory.

Jerry Parwada

professor, head of banking and finance
UNSW

Professor Jerry Parwada is the Head of Banking and Finance in the UNSW Business School at the University of New South Wales, Sydney, Australia. His research specialises in funds management and financial markets and has been published in internationally renowned finance journals, including Journal of Accounting Research, Journal of Financial and Quantitative Analysis and Financial Management. He has prior investment banking experience and is an active consultant to industry on issues relating to managed funds and valuation. He sits on the Finsia Institutional Markets Advisory Council and has served, since 2012, on the Credit Suisse Endowment Advisory Council. He is a regular speaker at local and international finance conferences. He was educated at St Ignatius College (Zimbabwe) and holds a BCom (Hons) From NUST (Zimbabwe), an MPhil from UNSW Australia, and MBA and PhD degrees from Edith Cowan University.

 

Dragi Ristevski
MD, Head of Financial Sponsors, Healthcare and Services Coverage
CITI

Prior to joining Citi, Dragi was a Senior Manager in Macquarie Capital’s Industrials team. Dragi has over 13 years experience in large scale mergers and acquisitions and capital market transactions in the Australian market. Dragi holds degrees in Commerce (Accounting and Finance) and Law (first class honours) from Monash University

Selected recent experience:

PEP on its IPO of Veda (A$1.05b), PEP on acquisition of Spotless (A$1.0bn), Blackstone on proposed acquisition of Spotless, Gloucester Coal rights issue ($230m), Healthscope on issue of secured notes ($200m), Carlyle and TPG on acquisition of Healthscope ($2.7bn), Kirin-owned National Foods acquisition of Dairy Farmers ($880m), Programmed Maintenance Group’s response to a $700m takeover bid from Spotless, Bluescope Steel on acquisition of Smorgon Steel Distribution ($700m)

PRIVATE EQUITY WORKSHOP

 

Mark McNamara

PARTNER, head of private equity
KING & WOOD MALLESONS

Mark is the leader of the King & Wood Mallesons Private Equity team. His area of expertise lies across the full range of M&A transactions for private equity clients – MBOs / LBOs, public takeovers, private M&A and securities offerings.

Mark’s client list boasts a number of leading Australian and global private equity players, including Affinity Equity Partners, Apollo, KKR, TDR Capital, CHAMP, Ironbridge Capital, CHAMP Ventures, Quadrant Private Equity, Archer Capital, Pacific Equity Partners and many others.

Mark is regarded as one of Australia’s leading private equity lawyers, with clients praising him as "a well-rounded practitioner: very strong legally whilst also having the business smarts to navigate the grey areas". The 2013 edition Chambers Global quoted a client saying that "he is one of the best lawyers that I have ever come across, world class. Mark has also been named the Best Lawyers' 2013 Sydney Private Equity "Lawyer of the Year".

Practice leader Mark McNamara is singled out as "the best private equity lawyer in Australia" and an insightful and commercial practitioner who "cuts through the chaff to get us to the point where we want to be."

 

ECONOMICS PANEL

 

Craig James

CHIEF ECONOMIST
COMMSEC

I am married with three teenage children and currently live in Huntley’s Cove, just to the north of Sydney. Chief interest outside work is Masters athletics, basically sprints.

My current role is Chief Economist, CommSec, interpreting ‘big picture’ economic and financial trends for customers, clients and staff. As well as providing presentations to staff and clients and commentaries on financial and economic trends, I appear regularly in the electronic and print media.

I have worked in banking, finance and journalism for over 36 years.

I hold both Bachelor and Master degrees in Commerce (Economics). Both degrees were undertaken at University of NSW.

In February 2012 I was appointed an Adjunct Professor at Curtin Business School in Perth.

And in 2016 I was included in the list of top 50 most influential social media users by Financial Standard.

Steven Milch

Executive Manager, Investment research and economics
suncorp group

Steven has led investment and finance-related decisions in many senior leadership roles for over 15 years. Before joining Suncorp Group as Investment Strategist and Chief Economist, Steven served as Chief Economist at St George Bank. At Suncorp, Steven delivers investment, economic and asset allocation advice (strategic and dynamic) to key stakeholders, with the objective of enhancing investment returns and mitigating risk. Steven’s expertise is highly regarded in macroeconomics, financial markets and medium term asset allocation.

John O'Connell

CHIEF INVESTMENT OFFICER, BANKING AND FINANCIAL SERVICES
MACQUARIE GROUP

John O’Connell is Chief Investment Officer, Macquarie Banking & Financial Services, and has established OwnersAdvisory by Macquarie, an industry award winning digital investment advice platform.

He has 19 years’ experience with Macquarie Group in financial research and analysis including Global Head of Research.

John is highly regarded within the Financial Services industry for his expertise in portfolio construction as well as research and analysis of global and Australian market trends. He has applied this experience to create Owners Advisory by Macquarie which applies a process automation approach to efficiently facilitate portfolio construction and rebalancing advice for individually managed accounts (IMAs). It has applicability to both a do-it-yourself and/or human intermediated professional advice offering, helping investors and financial planners to make timely and smarter investment decisions.

Oliver Jones

PARTNER, ECONOMICS AND POLICY
EY

Oliver is a Partner in the EY Economics and Policy team in Sydney, and he leads the EY Economics and Policy team in Oceania. He has extensive experience at the very highest level of Government, including over three years as an advisor to UK Prime Minister Tony Blair. His experience includes policy advice and decision-making, economic strategy development and implementation, detailed economic analysis, and delivering complex projects.
Oliver has a particularly strong track record in the infrastructure sector. He advised Infrastructure Australia on the methodology for the development of Infrastructure Australia’s Infrastructure Audit and Infrastructure Priority List covering the transport, energy, water and communications sectors. Oliver also led Sir Rod Eddington’s internationally acclaimed 2006 study into the future of the UK transport system.

MERGERS & ACQUISITIONS WORKSHOP

 

Matthew Strawson
ASSOCIATE, MERGERS & ACQUISITIONS
BANK OF AMERICA, MERRILL LYNCH

Matthew is an associate in Merrill Lynch’s Investment Banking Division in the Mergers & Acquisitions team.  Matthew has 6 years of experience in the execution of major corporate finance transactions and in particular in-bound acquisitions of Australian listed corporate. Major transactions include Wilmar and First Pacific’s acquisition of Goodman Fielder, CSC’s acquisition of UXC and the demerger of Recall from Brambles and subsequent acquisition by Iron Mountain Matthew joined Merrill Lynch in 2012 having previously worked at Credit Suisse, PricewaterhouseCoopers and KPMG.  Matthew has a Bachelor of Economics and a Bachelor of Commerce from the University of Queensland.

Session 2:

MANAGEMENT CONSULTING PANEL

 

Luca Martini
MD of Strategy
Accenture

Luca Martini is the Accenture Strategy Lead for ANZ. His expertise includes advising clients on business strategy, innovation, and organisational change.

Peter Burns
Partner
Strategy&

With more than 22 years of consulting experience, Peter is a Partner with PwC Strategy& (formerly Booz & Company) based in Sydney. He leads the firm’s Consulting Financial Services business for ASEANZ and previously lead the Financial Services, Operations & IT practice for the region for Strategy&. Peter was a member of the Booz & Co. Board of Directors and as such was heavily involved with the recent combination with PwC. He has broad based Financial Services experience in retail banking, wholesale/ institutional banking, wealth management and insurance. Peter has worked with business leaders throughout Australia, Asia and the U.K.

David Moss
PARTNER, CONSULTING
DELOITTE

Dave is a partner in Australia's Finance Transformation practice. Leading strategy operating model design and implementation in the private sector. Dave has particular focus in integrated performance management. Lifting the capability and effectiveness of finance business partners and improving the plan, budget, forecast and reporting processes that support them.

John Shields
Deputy Dean (Education); Professor
USYD BUSINESS SCHOOL

John Shields is Deputy Dean (Education) of The University of Sydney Business School and Professor of Human Resource Management and Organisational Studies in the Discipline of Work and Organisational Studies. John is a member of the Business School’s Senior Leadership Committee and represents the School on various University of Sydney governance bodies, including the Senior Executive Group, (SEG), SEG Education and the Academic Board. He also represents the School on the Executive Board of the CEMS Global Alliance in Management Education and is chair of the CEMS Globalisation and Management Committee. John holds a PhD in Economic History from the University of Sydney (1990). His principal areas of research and teaching include performance management, reward management, executive remuneration and corporate governance, and business and labour history. In the field of human resource management, his publications include Managing Employee Performance and Reward, Cambridge University Press, 2007, and Human Resource Management: Strategy and Practice, 8th edition, 2013 (co-authored with Alan Nankervis, Marian Baird and Jane Coffey). He is currently engaged in national and international collaborative research projects in the fields of strategic reward configuration,, predictors of employee pay preferences, the impact of the director human and social capital on firm financial performance, and the relationship between employee emotional intelligence, cultural value orientation and workplace wellbeing. He is also editor of Labour History (2011+).

VENTURE CAPITAL WORKSHOP

 

Michelle Deaker

CEO & MD
 OneVentures

Dr Michelle Deaker is the founder and Managing Partner of OneVentures, a leading Australian venture capital firm established in 2006. OneVentures invests in technology companies that serve or disrupt large high growth global markets. The firm has $320M in funds under management across 3 main funds and 8 co-investment funds.

Michelle has extensive experience in the development of high growth technology companies, a strong background in Australian R&D and expertise in international business expansion. She is a former successful entrepreneur and business owner with over 18 years experience in information technology, enterprise businesses targeting finance, retail, media, security and education. She has served on the Boards of listed and unlisted companies across media and information technologies in Australia and North America.

ENTREPRENEURSHIP PANEL

 

James Meade

MANAGER OF THE SYDNEY SOCIAL INNOVATION HUB,
USYD

James Meade is the manager of the Sydney Social Innovation Hub, a dedicated innovation incubator within the University of Sydney Business School. The Hub was established in 2016 to provide a facility for undergraduate and postgraduate students from all faculties across the University to co-create with other students, academics, alumni, industry and community and transform their ideas into high-potential startup businesses.

Rebecca Mason
Founder of Time Masons

Rebecca helps corporate teams deliver a 10% uplift in peak performance by delivering skin education workshops. After 10 years of corporate marketing (5 of those years in London), owning and selling her first business The Time Masons; Rebecca empowers go-getters to turbocharge their performance. Get in touch with Rebecca on LinkedIn or at betterskinbetter.life  

Dean Jones
co-Founder & CEo of Glam Corner

Dean is the Co-Founder and CEO of GlamCorner - Australia's largest online
designer fashion rental business. After completing a Bachelor of Commerce
with Honours in Finance at the University of Sydney, Dean spent the first
four years of his career as an investment banker - working in Sydney,
London and New York. After completing an Executive Management Program at
Columbia Business School, Dean left his investment banking career in 2014
to focus on GlamCorner full-time. The company has since raised over $1.3
million in funding from AirTree Ventures and has over 20 employees

Kieran Parker
Addisons Lawyers

Kieren is a partner in the Corporate team at Addisons lawyers, advising on M&A, capital raisings and commercial transactions, with a focus on early stage technology companies.

Benjamin Chong

Partner
Right Click capital

Benjamin has a track record of investing in and building successful Internet-related businesses over the last twenty years. These include Online Agility, an incubator and developer of online businesses, Jetabroad, one of Australia’s leading online travel companies, and Online Marketing Group. Benjamin has served on the boards of a number of portfolio companies. After graduating with a Bachelor of Commerce from the University of New South Wales with First Class Honours, Benjamin began his career consulting in the areas of ecommerce strategy, online marketing, and technology for major international clients such as PricewaterhouseCoopers, Volvo, Sony, and Toyota. Benjamin was named National Young Business Person of the Year by Young Achievement Australia and is a member of the Australian Private Equity and Venture Capital Association (AVCAL).

Today he spends time as a partner at Right Click Capital where he invests in early stage technology businesses. He is also a managing director at Siemer/Right Click Capital, who assist technology businesses with M&A and IPOs. Benjamin is director of the Founder Institute in Sydney, helping early stage founders build meaningful and during technology business through an education program.

 

MANAGEMENT CONSULTING WORKSHOP 

 

Yolnada Tuchinda (Gloy)

BUSINESS STRATEGY ANALYST
ACCENTURE

Gloy currently works as a Strategy Analyst for Accenture’s Sydney practice. Having completed her Bachelor of Commerce degree in 2014, Gloy pursued further studies as a candidate for the CEMS Masters of International Management program, both at the University of Sydney. Prior to joining Accenture, Gloy completed internships at the Organisation for Economic Co-operation and Development (OECD) headquarters in Paris as well as IBM and Unilever in Bangkok. Gloy is passionate about applying critical thinking skills to not only solve complex business problems through technology in the private sector, but also to address international social and economic development issues. In her free time, Gloy enjoys discovering new music, playing tennis and travelling.

Samantha Bartlett

MANAGEMENT CONSULTING ANALYST

ACCENTURE

Samantha works as a Management consulting analyst in Accenture’s CMT practice, who is currently responsible for charity initiatives for the Accenture employees at her client site. She is passionate about giving back and outside of work, she sits on the charity board of a women’s refuge. Samantha loves to travel and is excited about a three week trip to the USA in July.