THE CONEXUS INSTITUTE

Hazel Bateman is a Professor in the School of Risk & Actuarial Studies at UNSW Sydney and Deputy Director of the ARC Centre of Excellence in Population Ageing Research (CEPAR). Her current research investigates the role of choice and information architecture, financial advice and financial literacy on superannuation decisions. She also works on design of and demand for retirement products including annuities, aged care insurance and reverse mortgages.

Hazel works closely with the financial services industry, super funds and policy makers in Australia and internationally and has consulted to international organisations including the World Bank and the OECD. She is a member of the Consultative Committee of UniSuper, the Netspar Scientific Committee, the Expert Reference Group of the Mercer Global Pension index, and the China Ageing Finance Forum. In 2019 she was appointed inaugural President of the International Pensions Research Association (IPRA).

Marisa Broome has been chair of the Financial Planning Association (FPA) since November 2018 after being elected to the Board in 2014. Marisa is passionate about representing the profession of financial planning and actively supporting the members of the FPA in such challenging times. After more than 30 years in financial services, the last 23 running her own boutique financial planning practice in Sydney, she understands the challenges faced by the members in meeting the new standards whilst both trying to run a business and most importantly making a difference in the lives of their clients.

Marisa has been involved with the FPA since its inception in many roles with a focus on education, conferences and member engagement. In addition to her role as chair of the FPA, Marisa is also chair of the Remuneration and Governance Committee. While a director of the FPA, Marisa has been the chair of the Professional Standards and Conduct Committee, chair of the Policy and Regulations Committee, chair of Professional Designations, a member of the Code Monitoring Working Group, a member of the Board Audit and Risk Committee and the chair of the FASEA Working Group.

Marisa is the managing director of Wealthadvice, an FPA Professional Practice and a certified financial planner professional. Wealthadvice specialises in holistic financial planning advice for professionals and small business owners.

Greg is the recently retired chief executive and director for Schroder Investment Management Australia, and held previous roles as head of distribution for South Asia and head of product strategy for Asia Pacific in a stretch spanning 18 years. Prior to that Greg was the former head of actuarial consulting for Towers Perrin in Asia, based in Hong Kong.

Greg is now director of NSW Treasury Corporation, Perpetual, Colonial First State, Australian Indigenous Education Foundation, Kincoppal Rose Bay School of the Sacred Heart and OpenInvest Holdings and a member of St Ignatius College Investment Committee.

Greg was formerly deputy chairman and director of the Financial Services Council for 10 years.

Jeremy Cooper is Chairman, Retirement Income at Challenger, a full-time executive role focusing on research, public policy issues and thought leadership.

Prior to joining Challenger, Jeremy chaired the ‘Cooper Review’ into the superannuation system, the recommendations of which have been substantially adopted. Before his review role, Jeremy was Deputy Chairman of the Australian Securities and Investments Commission (ASIC) for five years from mid-2004. Prior to his term at ASIC, Jeremy was a partner of an Australian law firm, now part of global law firm, Ashurst.

Jeremy is a regular public speaker and media commentator on superannuation and retirement income-related issues.

Ian has been involved in the superannuation industry for about 25 years and an actuary and Head of Research at Chant West for the past 15 years. He is responsible for coordinating Chant West’s research program for super and pension funds, including analysis of the performance, portfolio structure and governance of their investment offerings.

Ian also has a strong focus on fee and insurance disclosure and leads an industry-wide group that is helping the industry implement ASIC’s new fee disclosure regime.

Dr Pamela Hanrahan is a lawyer, legal academic and author who specialises in corporate law, corporate governance, financial services regulation, data governance and business ethics.

She is Professor of Commercial Law and Regulation at the University of New South Wales (UNSW) Business School, a Senior Fellow of the Melbourne Law School, a member of the Centre for Law Markets and Regulation at UNSW, an associate of the Centre for Corporate Law at the University of Melbourne and founding director of the Cybersecurity and Data Governance Research Network at UNSW Sydney. She is also a member of the Society of Investment Law (USA), a Fellow of FINSIA and a solicitor member of the Law Society of New South Wales.

Pamela is a member of the Executive Board of the Business Law Section of the Law Council of Australia, a member of the National Corporate Governance Committee of the Australian Institute of Company Directors, and a non-executive director of Landcom.

In 2010-11 she was the Queensland Regional Commissioner of the Australian Securities and Investments Commission (ASIC) and in 2013-15 served as the Registrar of Community Housing for New South Wales. In 2016-17 Pamela was an appointed member of the ASIC Enforcement Review Taskforce and in 2018 she was an adviser to the Hayne Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.

Peter James Hosier is Chief of Staff at Conexus Financial, where he supports the commercial and philanthropic ambitions of Chief Executive and Founder, Colin Tate.

Immediately prior to joining Conexus, Peter worked for AMP Capital within the Global Clients division reporting to the Global Head of Distribution and was responsible for supporting the strategy formulation and execution relating to sales and strategic partnerships globally. During his time at AMP Capital, Peter led a 3-country, 6-team strategic partner satisfaction and sales uplift initiative for the Mitsubishi relationship and separately was selected by the CEO to form part of the global cultural change committee.

Before working for AMP Capital, Peter spent six years at KPMG working within financial services for clients such as HSBC, Credit Suisse, Deutsche Bank and Rothschild, before moving to Legal & General as Head of Management Reporting. Throughout his career Peter has had the pleasure of progressing various social impact initiatives throughout Europe and the Asia Pacific region.

David is a senior partner at Mercer and senior actuary for Australia. He is the national leader for research and policy and the actuary to the Tasmanian and Western Australian public sector pension plans. He was the industry expert of the three-person team who conducted a
review of Military Superannuation for the Australian Government and is the lead author of the Melbourne Mercer Global Pension Index, now in its eleventh year.

Before joining Mercer in 2005, David was at PricewaterhouseCoopers and prior to that was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations in both the private and public sectors, specialising in the superannuation and retirement incomes area. He has spoken and written widely in this area and has served on many Government and industry committees.

David was an independent board member of Australian Prudential Regulation Authority from 1998 to 2003 and President of the Institute of Actuaries of Australia in 2000. He has a Bachelor of Arts and a Doctorate (which focused on pensions) from Macquarie University, and is also a Fellow of the Actuaries Institute in Australia.

Xavier O'Halloran is the founding Director of Super Consumers Australia. The organisation was first funded in 2018 with the purpose of keeping industry and regulators accountable to consumer needs in super. Xavier works as a consumer advocate on behalf of low and middle income people on consumer finance issues, focusing on superannuation and group life insurance. Previously, he worked at the Australian Communications Consumer Action Network (ACCAN) as a Policy Officer working on telecommunications, consumer protection and competition policy.

He led the team responding to the Financial Services Royal Commission at CHOICE, Australia’s leading consumer advocacy group. He has represented consumers on several advisory bodies, including the:
· Australian Securities and Investments Commission (ASIC) Consumer Advisory Panel
· Insurance in Superannuation Working Group
· Australian Competition and Consumer Commission (ACCC) Consumer Consultative Committee
· Australian Communications and Media Authority (ACMA) Consumer Advisory Forum

Xavier has also developed an online ‘chat bot’ to help younger people engage with their super.

Kevin joined UniSuper in July 2013 and has more than 30 years experience in the superannuation and actuarial sectors. A qualified actuary, Kevin’s previous role was director, actuarial and benefits consulting at Russell Investments.

Kevin has a degree in Commerce, is a fellow of the Institute of Actuaries of Australia (FIAA), a fellow of the Canadian Institute of Actuaries (FCIA) and a fellow of the Society of Actuaries (FSA).

As chief executive, Kevin is responsible for developing, leading and implementing corporate strategy and culture. He is also accountable for the overall services and operational management of UniSuper Management nationally.

Nicolette is a non-executive director in the wealth management industry, with board positions in a number of leading companies including UniSuper, Zurich & OnePath Insurance, Class Limited, CBHS Health Fund and SuperEd.

She was president of the Actuaries Institute for 2019 and was a director of ASFA (Association of Super Funds of Australia) for eight years. Prior to her board career, Nicolette held senior roles at CBA/Colonial First State, BT Financial Group and Towers Perrin. Nicolette is a qualified actuary, holds an executive MBA from the AGSM and is a graduate of AICD.

She is author of the book 'Not Guilty', a guide for career mums. In 2014 she was named one of the top 10 'most powerful part-timers'.

Amanda White is director of institutional content for Conexus Financial which includes responsibility for the content across all the company's institutional media and events. She directs the bi-annual global Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. She is the editor of
www.top1000funds.com - the online news and analysis site for the world's largest institutional investors.

Amanda has been an investment journalist for more than 25 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly. She was previously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, and Asia Asset Management.

She has a bachelor's degree in economics from Sydney University and a master's degree in journalism from the University of Technology, Sydney. Amanda is a Fellow of the 2018 class of the Aspen Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.