DON
ADAMS
BSc (Hons) New Eng., MBA Mass, PhD Monash
Associate Professor (Corporate Finance)
Don Adams has over twenty years’ experience working in
senior finance positions in corporations and banking in
New York and Sydney. His particular interest is corporate
financial policy. Don has industry experience in many
areas of finance; including corporate financial planning,
financial policy formulation, corporate acquisitions,corporate
treasury, project evaluation and corporate funding and
risk management. He also has many years of
academic experience, both in Australia and the USA. Don
has published academic papers, and written many articles
in industry journals. He also has been a member of a number
of government and industry advisory boards, such as the
NSW Government’s Treasury Functions Advisory Committee,
the ASIC Training Advisory Committee and AFMA’s Accreditation
Advisory Board.
FRANK
ASHE
BA Macq., PhD UNSW
Associate Professor (Financial Risk Management, Risk
and Portfolio Construction)
Frank Ashe has worked in Australia and Canada for insurance
companies, investment management firms, and in software
development and consultancy. His 20 years of practical
experience has been predominantly in the measurement and
management of financial risk, with an emphasis on asset
liability management, and developing risk measurement
and management tools for novel situations. He is a regular
presenter at industry seminars and colloquia, and is currently
President of the Q-Group Australia. Frank has research
interests in the risk management,
governance, robustness of investment portfolio construction
techniques, market risk management, and the statistical
underpinnings of Applied Finance.
ANNE
BIGG
BEc Adel, PhD Syd, Dip FP
Fellow (Investments)
Anne Bigg joined the Faculty with fifteen years of banking
experience, specialising in balance sheet management issues.
Anne held executive positions in the Institutional and
Funds Management/Insurance arms of a major Australian
Bank and her industry experience lead to the introduction
of Balance Sheet Management as an elective topic in the
Centre’s Masters of Applied Finance Program.
STEVE
BISHOP
BEc Mon, MComm PhD UNSW, FCPA
Visiting Fellow (Managing Shareholder Value, Corporate
Finance)
Steve Bishop’s most recent experience has been in management
consulting, where over the past 18 years he has worked
with Mainsheet Corporate, LEK Consulting, Marakon Associates,
and Andersen Consulting. He is currently a Director of
Capital Value Pty Ltd, a corporate advisory firm with
a focus on business valuations. His consulting assignments
cover most industries including regulatory rate based
work. The primary skill focus has been valuation related
along with strategy development and implementation. Prior
to Management Consulting, Steve spent 15 years an academic
specialising in Finance and Accounting.
RICHARD
CALDWELL
BEc, LLB Syd, Grad Dip ASIA.
Visiting Fellow (Equity Capital Markets)
Richard Caldwell is currently Head of Corporate Finance
and Equity Capital Markets at Tricom in Sydney. Tricom
provides a broad range of financial and investment banking
services. Richard has an established record in listing
and providing ongoing corporate advice to many successful
Australian emerging growth companies, particularly in
the telecommunications, technology and biotechnology sectors.
In addition, he has a strong transaction history in the
oil and gas, resources and infrastructure sectors. Before
joining Tricom, Richard spent seven years at
Burdett Buckeridge Young where he was Head of Equity Capital
Markets. Richard has also held senior management positions
at Citibank, Sydney and J. P. Morgan, London. There he
was responsible for debt origination, trading and risk
management.
TONY CARLTON BComm MComm
UNSW
Visiting Fellow (Project Analysis and Evaluation, Corporate
Finance)
Tony Carlton has over 25 years experience in the manufacturing,
resource and agricultural industries. He has held senior
positions in CSR including Treasurer, and General Manager
Finance and Strategy, and was a member of the senior executive
team. Tony has had extensive experience in all aspects
of corporate finance and strategy, including project evaluation,
financial strategy and policy, debt management, financial
risk management, strategic portfolio
analysis and the development and execution of growth strategies.
He has managed a number of large acquisitions and divestments
both in Australia and overseas, and a number of large
scale balance sheet restructurings. He also led the introduction
of Value Based Management within CSR. Tony is currently
undertaking a PhD at the MAFC.
STEVE
CHRISTIE
BCom LLB (Hons) ANU, LLM Syd, MAppFin PhD Macq.
Visiting Fellow (Equity Funds Management)
Steve has many years experience in finance and investments
including wealth management and private client services.
He is currently the Head of Private Wealth Services at
Ord Minnett. Prior to that, he was Executive Director,
Institutional Business, Asset Management at Goldman Sachs
JB Were. Steve also held positions at GSJBW as Head of
Asset Allocation for their national retail business and
Asset Allocation Strategist. Before joining GSJBW, Steve
was Corporate Counsel and General Manager of Leveraged
Equities at Ord Minnett and Director of Ord Minnett Limited.
Steve has also worked with Minter Ellison as a Senior
Associate in the Project and Infrastructure Group. Steve
is also a Solicitor of the Supreme Court of New South
Wales and the High Court of Australia.
DAN
DAUGAARD BEc
MEc Macq. CFA
Fellow (Investments, Applied Portfolio Management)
Dan Daugaard was previously an Associate Director with
a large Australian fund manager and has extensive experience
in managing portfolios and developing new investment products.
Dan has a reputation for devising entertaining and engaging
methods to explain complex finance principles. He has
also consulted to a wide range of enterprises on the use
of derivative instruments and the application of investment
concepts. Dan’s research interests include stock selection
techniques for equity and fixed interest markets, optimal
portfolio construction, screened investments, dynamics
strategies and asset/liability management.
PHIL DOLAN BA Macq., MBA UNSW, PhD Stanford Applied Finance
Centre Professor and Director
Prior to his appointment as the Centre’s Director, Phil
Dolan spent thirteen years in the Funds Management Group
of Macquarie Bank. While at Macquarie Funds Management,
Phil was primarily involved in investment research and
development. At various times he also headed the Product
Management area, undertook asset allocation advisory work
for a number of major institutional investors and managed
the Funds Management Group’s relations with the principal
asset consulting and investment manager research firms.
ALEX
ERSKINE BA,
MA Camb.
Visiting Fellow (Economics of Financial Markets)
Alex Erskine is Head of Research for Sequoia Capital Management,
an Asia-focused macro hedge fund, and an international
development consultant with Erskinomics Consulting. Previously,
Alex enjoyed a career as an economist working on financial
issues at the Australian central bank, at the centre of
Australia’s central government with the Department of
the Prime Minister and Cabinet, and at the most global
commercial bank in Australia and in Asia
(including during the Asian crisis).
ALISON
GERRY BMS
Waikato, MAppFin Macq.
Visiting Fellow (Corporate Treasury Management)
Alison Gerry has over 15 years experience working in financial
markets for both corporates and for financial institutions.
Alison has been Group Treasurer for Lion Nathan, based
in Sydney, since the late 1990s. Prior to that, Alison
was with Lehman Brothers Asia based in Hong Kong. She
has extensive sales, trading and risk management experience.
JEFFREY
HALL BSc Kans, MComm UNSW, ACA, AICPA
Visiting Fellow (Mergers and Acquisitions)
Jeff Hall is the managing director of boutique corporate
advisory group Sumner Hall Associates, a firm specializing
in all aspects of M&A work. Prior to establishing
Sumner Hall Associates in 2002, Jeff was a director and
substantial shareholder of Grant Samuel and had held those
positions since 1988. While at Grant Samuel, Jeff was
involved in all aspects of M&A work including advising
on takeovers, mergers and schemes of arrangement, negotiating
various M&A transactions, advising on capital raising
and initial public offerings and undertaking complex valuation
assignments in relation to M&A transactions. This
work continues at Sumner Hall Associates with assignments
over the past three years including mining companies Rio
Tinto, Felix Resources, White Mining and MPI Mines; infrastructure
company GasNet; media companies News Corporation and Publishing
& Broadcasting Limited, retailer Coles Myer and a
variety of other companies.
JOHN
JARRATT BA (Hons) Otago, McSc PhD Warwick
Visiting Fellow (Credit Portfolio Management)
John Jarratt is Head of Enterprise Risk Analytics at
Westpac Banking Corporation in Sydney, where he has
overall responsibility for credit portfolio modelling.
John has been with the Westpac Group for over 17 years.
During this time, he has managed the derivatives activity
on the Australian Financial Markets side of the business;
spent time in London as Chief Manager, Risk Management;
been responsible for the funding and capital management
of the Bank as Deputy Treasurer; and been an Investment
Director in Westpac Financial Services. Before joining
the
finance industry, John was an academic pure mathematician.
STEVE
LAMBERT BComm UNSW, MAppFin Macq, ASIA FAIBF, MAICD,
CFTP
Visiting Fellow (Debt Capital Markets)
Steve Lambert has over 20 years experience in various
capital market and derivatives roles in the financial
markets. Steve has spent much of his career in Asia
having worked extensively based in Tokyo, Hong Kong
and Singapore. Currently Steve is the Australian Head
of Sales, Global Markets at NAB, previous roles have
covered both regional and global capital market and
derivative roles, as well as general management of dealing
rooms. Steve is active in various industry forums and
associations.
LARRY
LEABEATER BEcon (Hons) Syd
Visiting Fellow (Balance Sheet Management)
Larry Leabeater has worked in the finance industry for
around 20 years and the balance sheet management area
for over a decade. Larry set up the BSM function at
St. George Bank, including the interest rate risk measurement
and management, funds transfer pricing, liquidity policies
and economic capital allocation. More recently, Larry
has moved back to the Commonwealth Bank, concentrating
on the new international reporting standards.
BERND
P. LUEDECKE BSc Mon., BA (Hons) Macq., MS PhD Wisconsin
Associate Professor (Financial Instruments)
Bernd Luedecke has over ten years of “street” experience
dealing in bank bills, bonds, FX, swaps and swaptions,
futures, options and other derivative instruments as
a proprietary trader and risk manager/taker. During
Bernd's years in the markets he was witness to and involved
in some fascinating instances of risk-taking. Bernd’s
work experience includes time spent with Bank of New
Zealand (Australia), Merrill Lynch (in Sydney, New York
and London), Tokyo-Mitsubishi Bank and Westpac. Bernd
has written several articles on swaps and contributed
a chapter to the book “Global Swap Markets”. He has
developed large-scale swap portfolio risk management
software which is considered state-of-the-art.
PATRICK
McCONNELL BSc. QUBelfast, MSc Westminster, D.B.A.
Henley/Brunel
Visiting Fellow (Managing Operational Risk)
Patrick McConnell is a partner with Risk Trading Technology,
a small consultancy specialising in IT and Risk Management.
In over 20 years in the financial industry, Patrick
has worked with investment banks in the US, Europe and
Australia to develop and implement IT strategies to
support all aspects of risk management (Credit, Market
and Operational). Patrick has also published articles
on the application of IT to Finance and Risk Management
in academic and practitioner journals.
SHEELAGH
McCRACKEN MA Camb., PhD Syd
Associate Professor (Legal Risk in Finance)
Sheelagh McCracken is admitted as a solicitor in England,
New South Wales and Hong Kong. She has practised in
finance law with a major commercial law firm in the
City of London and has held consultancies with the United
Nations High Commissioner for Refugees in Singapore
and with a leading Australian law firm in Sydney. She
has held a range of academic appointments and has published
extensively on banking and finance law.
SHANE
MAGEE BCom Newcastle (NSW), MAppFin Macq
Visiting Fellow (Financial Instruments)
Shane Magee has over 10 years experience in the finance
industry. Shane was a Senior Vice President in the Corporate
Treasury division of Citigroup where he was responsible
for funding, managing currency and interest rate risks,
liquidity management, funds transfer pricing and capital
planning. Shane has been involved in structured funding
transactions and has participated as an end user in
the money market, spot and forward foreign exchange
markets and swaps market. Shane is currently undertaking
a PhD at the MAFC. His research interests include investigating
why firms’ hedge and whether hedging adds shareholder
value.
CATRIONA
MARCH BSc
MSc Syd.
Visiting Fellow (Exotic Options)
Catriona has more than twenty years experience in the
finance industry, including ten years as a quantitative
analyst concerned with the pricing and hedging of exotic
options in the dealing room of Westpac Institutional
Bank. She has also worked at Macquarie Bank, Australian
Gilt Securities as well as various software companies
and is currently a Senior Quantitative Analyst in the
Market Risk Management section at Westpac. Catriona
has taught the Exotics Options course in the Masters
of Applied Finance program since 1999 and is completing
a PhD at the MAFC on pricing and hedging exotic options
using stochastic volatility and jump-diffusion models.
SUSAN
EDWARDS BA LLB Syd., LLB Lon.
Fellow (Legal Risk in Finance)
Susan O’Neill has been a commercial solicitor for 26
years and has wide experience in many areas of law.
She has worked as in house counsel for Rio Tinto and
has been a partner with Freehills, one of Australia’s
largest law firms. ELIZABETH SHEEDY BComm UNSW, PhD
Macq., DipBibStud. Associate Professor (Modelling Financial
Risk, Financial Risk Management)
Elizabeth Sheedy has worked in the finance industry
for a number of institutions including Macquarie Bank
and Westpac. Her industry experience was primarily in
engineering structured derivative products for corporate
and institutional clients. She had a special interest
in the management of currency risks, developing the
first Australian currency overlay product for asset
portfolios. Since joining the Centre in 1993, she has
undertaken several consulting roles relating to the
use of derivatives by investors and fund managers. Elizabeth
has co-edited a book on derivatives, a book on financial
risk management and is on the Academic Advisory Committee
for PRMIA (Professional Risk Manager’s International
Association). Her current research and teaching focus
is in financial risk management (for banks, fund managers
and non-financial institutions) as well as volatility
clustering and its application to modelling risk.
MARK
STEWART BSc (Eng), MBA UNSW, MIE Aust.
Visiting Fellow (Negotiation in Finance)
Mark Stewart is a senior executive with many years experience
in assisting companies with the development and implementation
of corporate growth strategies. For six years Mark worked
at Deutsche Morgan Grenfell (now Deutsche Bank) and
was a director in the firm’s investment banking division.
Subsequently he co-founded the corporate finance business
of Rand Merchant Bank in Australia. Mark has more than
15 years experience as a specialist in mergers and acquisitions
and equity capital markets. He has extensive experience
in leading most types of corporate finance transactions
including takeovers, acquisitions, divestments, initial
public offerings, private equity etc. In addition, he
is highly skilled in the financial appraisal of business
opportunities, the valuation of assets and the implementation
of shareholder value management initiatives.
RICHARD
TINSLEY BSc Mich., MSc Columbia
Visiting Fellow (Project Finance)
Richard Tinsley is President of International Advisory
& Finance, a network of firms in the resources,
power and infrastructure sectors in Sydney, Melbourne,
New York, Boston, Denver, California, Toronto, London,
and Bombay. Richard is an engineer/economist/banker
with some 29 years experience, mostly as a strategic/financial
advisor or as the lead banker on numerous transactions
– at last count in 33 countries. He has worked in five
countries – Ireland, Canada, USA, UK and Australia and
is now based in Ottawa, Canada. In the finance field,
Richard has been project finance director at Continental
Bank (Chicago); European Banking Company (London); and
Prudential- Bache Capital Funding and Indosuez Australia
(Sydney, Australia). Projects have ranged from Australia’s
first privatisation by way of a project financing (and
the largest equity issue to that date); Victoria’s first
PPP cogeneration transaction; all the way to a $400
million fertiliser development (with railway) in Sri
Lanka – all in the lead/advisor role.
ROB
TREVOR BEc (Hons) Syd., MA PhD Princeton
Associate Professor (Derivatives Valuation and PhD
Program)
Rob Trevor has provided derivatives and risk management
advice to a number of institutional clients (including
Bankers Trust, BT Fund Management, Grant Samuel and
Macquarie Bank) as well as the Australian Securities
Commission and the Australian Stock Exchange. Rob is
a founding member and currently Vice-President of the
Q Group Australia and a member of the Advisory Board
of The Research Foundation of the CFA Institute. He
joined the Centre following academic appointments at
Princeton University and the Australian Graduate School
of Management. Prior to that he spent 15 years with
the Reserve Bank of Australia. Rob also oversees the
Centre’s
PhD and Research programs. Rob’s research has been published
in a number of academic journals, including the Journal
of Finance, the Journal of Business & Economic Statistics
and the Journal of Risk.
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