Christine St Anne is a senior financial journalist who has had a career-long interest in the superannuation and investment industry. Christine was the editor of a number of trade publications including an online website for retail investors.

Angela Catterns is a well-known and much admired Australian media personality and radio presenter. Best know for her work on Australian radio, Angela has presented Mornings on Triple J, the National Evening Show on ABC Local Radio, and Breakfast on 702 ABC Sydney, where she went to number one in the ratings in 2004.

She regularly teams up with Australian humourist and broadcaster Wendy Harmer to create podcasts and present an annual holiday season of the Breakfast Show on 702 ABC Sydney – described as the ‘hit of the summer’.

Catterns began her career as an advertising copywriter, and her first job on the radio was at 2LM, in the north coast town of Lismore, NSW. She also headed to Orange, NSW for her first job working in television at CBN 8.

In 1979, Catterns became a reporter on the Logie award winning television show, Simon Townsend’s Wonder World. Then, after travelling, she produced the AFI Award-winning film documentary “Double Concerto” about Australian pianist Roger Woodward and Polish violinist Wanda Wilkomirska.

Into the 1990s as Triple J’s full time morning show and drive program announcer – Catterns aired memorable interviews with subjects like David Bowie, Michael Hutchence, Jeff Buckley and then Prime Minister Paul Keating.

Tim Reed became MYOB’s CEO in 2008. He develops and drives the business’s strategic development across Australia and New Zealand, such as its expansion into online services. He led the company to the top of BRW’s most innovative companies list, where it was recognised as Australia’s 7th most innovative business in 2014. Tim’s career spans Asia, Europe, the USA and Australia, including time in Silicon Valley where he held senior management roles in sales, marketing, product management and finance within the fast paced global technology and internet markets. During this period he was a founding member of the Internet Advertising Bureau where, along with other internet pioneers, he wrote the first set of advertising measurement standards for the Web. Tim has an MBA from Harvard University (Baker’s Scholar), and a BCom degree from the University of Melbourne (First Class Honours).

Paddy Manning is an experienced, awarded journalist who has worked for the ABC, Crikey, The Sydney Morning Herald and The Age, The Australian Financial Review, and The Australian. His previous books were Boganaire: The rise and fall of Nathan Tinkler (Black, 2014) and What the Frack: Everything you need to know about Coal Seam Gas (NewSouth, 2013).

Portfolio Manager, Fidelity Global Equities Fund

Appointed to the fund: 1 October 2015

Years at Fidelity: 12

Years in Industry: 14

Amit Lodha has been portfolio manager of the Fidelity Global Equities Fund since 2010 and has over 14 years of investment experience. Amit joined Fidelity as a research analyst in our Mumbai office in 2003. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecoms, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks.

Prior to joining Fidelity in 2003, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left having risen to Senior Accountant in 2000.

Amit completed his Bachelor of Arts and Master of Arts in Commerce & Economics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA charterholder.

Portfolio Manager

B.Com, Grad Dip App Fin (SIA), SIP (UK), GAICD

Responsible for Global and Asian Equities

James holds a Bachelor of Commerce (Economics and Finance) from Deakin University and a Graduate Diploma of Applied Finance from FINSIA (formerly the Securities Institute of Australia). He has also completed the UK Investment Management Certificate with UKSIP and is a graduate of the Australian Institute of Company Directors.

James commenced his career in 1994 at JBWere & Son before shifting into Asset Management in 1998 at AXA. In 2000 James relocated to London working for Fidelity International before joining JPMorgan Asset Management. During his six year career at JP Morgan, as a member of the European Equity Group, he managed a number of retail and institutional equity mandates including the FTSE 250 listed company, The Mercantile Investment Trust, one of the largest (and best performing) investment trusts in the UK, investing exclusively in small and mid-capitalisation equities. While at JPMorgan, James ranked number 52 over 3 years and number 47 over one year in “Britain’s Top 100 Fund Managers 2006” ranked by Citywire for the JPM Balanced Fund. The rankings are inclusive of all asset classes and based on a risk return profile. James also received the Money Observer Magazine “Best Large Investment Trust Award 2007”, for the JPMF Mercantile Investment Trust based on its three year performance record to the end of December 2006.

In 2007 James returned to Australia and joined Perennial Investment Partners, a $20bn FUM Australian Asset Manager, with investment management responsibilities including the Perennial Global & Asian Equity Trusts and Multi Asset Class vehicles. As Head of Global Equities for Perennial, James was also a member of the Executive Leadership Group and member of the Asset Allocation Committee. In 2014 James was a finalist for Fund Manager of the year for Global Equities at the Australian Fund Managers Awards.

Head of Portfolio Management Australia

Mr. Mead is a managing director in the Sydney office and head of portfolio management in Australia. Previously, he was a portfolio manager in Munich and head of the European investment grade corporate bond team. Prior to joining PIMCO in 2003, he was global head of investment grade credit research and head of non-U.S. high grade fund management at Citigroup Asset Management in London. He has 26 years of investment experience and holds an undergraduate degree from University of Technology, Sydney and a graduate diploma in Applied Finance from Securities Institute of Australia.

Managing Director

Kumar Palghat is a Kapstream founder and its Chief Investment Officer. Mr. Palghat has over 25 years of experience in managing fixed income portfolios, guiding client portfolios through numerous market cycles.

From 2001 through 2006, prior to forming Kapstream, Mr Palghat was based in Sydney as Head of Asia Pacific Portfolio Management for PIMCO. He had joined PIMCO in 1997 and served as one of its first Global Portfolio Managers in its Newport Beach, California headquarters. From 1988 through 1996, prior to joining PIMCO, Mr Palghat was a Senior Investment Officer at The World Bank, in Washington D.C., where he was part of a team managing fixed interest portfolios totalling over $30 billion.

Mr Palghat routinely appears in local media as an expert on global bond markets, and is a regular speaker at conferences and seminars. During his tenures at PIMCO and Kapstream, Mr Palghat and his teams have received various accolades and recognition from the industry.

Mr Palghat holds a Bachelor in business from Bangalore University, India, and an MBA in finance/marketing from Marymount University, U.S.A. He has guest lectured at the University of Virginia and the University of Chicago. Mr Palghat is also a CFA charter holder.

About Phil Carden

Phil Carden is Portfolio Manager of the Supervised High Yield Fund. His career in the securities business spans over 35 years, during which time he has successfully traded a wide range of bonds in international markets including corporate, asset backed, sovereign, derivative, and hybrid debt securities.

In the 80s, Phil was responsible for the formation and management of Macquarie Bank’s debt securities division in both Australia and London. During a period of great success for the bank, Phil, an executive director, developed a highly successful operation which was at the vanguard of developing new and innovative derivative products across a wide range of fixed-income securities.

Following this, Phil was responsible for restructuring the Victorian Government’s seven billion dollar public debt portfolio. Simultaneously, his private investment company managed a 500 million dollar debt security portfolio for AMP Society, now AMP Life Ltd.

After the GFC, Phil saw immense opportunity in high value, cheaply purchased bonds. As Responsible Manager of the Supervised High Yield Fund under Supervised Investment Australia’s AFS license, Phil uses his expertise in debt securities to strive for steady returns amid volatile markets.

Tristan Kitchener is an expert on the grocery retail sector, and provides support to businesses along the whole value chain from retailers through to manufacturers, producers and growers.

Jordan George is Senior Manager Technical & Policy at the SMSF Association. Jordan is a key member of the Association's technical team. He is responsible for managing the associations submissions to government and regulators on new policy and legislative measures, and is a main contributor to the Associations advocacy and technical work.

Prior to joining the SMSF Association, Jordan spent four years in Canberra at the Australian Treasury where he worked on business tax policy issues, primarily on capital gains tax and also small business and tax administration issues. As such, Jordan brings to the Association first-hand experience in developing tax policy and legislation, and advising government and Ministers on budget, policy, and regulatory issues.

Jordan has a Masters of Taxation at the University of New South Wales, an Honours degree in Economics and a Law degree from Adelaide University, along with a Graduate Diploma in Legal Practice from the Australian National University.

Head of Investments, Clime Asset Management

Anthony has 20 years investment experience and is passionate about developing innovative solutions aligned with investor objectives, particularly those in or approaching retirement.

Anthony joins Clime from State Street Global Advisors where his most recent roles included Senior Portfolio Strategist – Asia Pacific, Head of Active Australian Equities and Senior Portfolio Manager. He has significant experience in domestic and international equities, return enhancing and risk reducing overlays and objective based strategy development.

Anthony holds a Bachelor of Mathematics and Finance degree with First Class Honours from the University of Technology, Sydney, and is a CFA charterholder. He is involved in the community supporting Sylvanvale Disability Services and Tour de Cure.

Head of Investments, Clime Asset Management

Peter Hall is the Chief Executive Officer and the Managing Director of Hunter Hall International Limited, a publicly listed entity. He is Chief Investment Officer of Hunter Hall Investment Management Limited and Executive Chairman and Executive Director of Hunter Hall International (UK) Limited. He is a Trustee of the Charitable Trust Hunter Hall International Limited. Peter has 32 years of experience in investment markets.

Peter is also a Patron of the Asian Rhino Project and Sea Shepherd UK, a Director of the International Rhino Foundation and a member of the Sydney Film Festival Council.

Prior to Hunter Hall he was the Investment Manager of Hancock & Gore Limited, Portfolio Manager and Analyst with Mercantile Mutual Holdings Limited, Industrial Analyst with Pembroke Securities Limited, Investment Analyst with New Zealand South British Insurance Limited and a journalist with John Fairfax & Sons Limited.

Peter completed the Harvard Business School Owner/President Management Program in 2003 and a Bachelor of Arts Degree from the University of Sydney in 1991. He was awarded Member (AM) of the Order of Australia in 2010 for his philanthropic contributions to society and his service to the finance management industry.

Jamie McGeachie has utilised 20+ years’ experience in business as CEO of the McGeachie Group and founded several successful businesses in the retail and finance industries.

McGeachie established Investors Central in 2010, one of the original peer to peer lenders. Its lending arm Finance One has over 800 Finance Brokers across Australia promoting its range of products. Investors rank first before ordinary shareholders and there are no other financiers in the loan book. It is a unique business model where the Investors are at the top of the hierarchy, ranking before ordinary shareholders.

The Investors Central business model works in conjunction with Finance One providing secured motor vehicle loans. Investors Central has achieved steady growth and supplied its investor group with solid returns through a fixed interest investment.

Innovating products that have contributed to competition in the finance and retail industries has been a result of McGeachie applying thought to the changing needs of both investors and consumers over the years.

McGeachie has a keen sense for identifying opportunities to diversify and adapt businesses for relevance and growth in an ever-evolving marketplace. He has established highly sought after investment and credit products through an interconnected business venture found in Investors Central and Finance One.

McGeachie displays particularly strong skills in anticipating future trends by building businesses that promote integrity, with personalised and proactive management of clients as the goal.

The Investors Central-Finance One business collaboration is the financial practice of peer to peer lending which has created a niche market of investors.

Jordan Eliseo is the Chief Executive Officer and the Managing Director of Hunter Hall International Limited, a publicly listed entity. He is Chief Investment Officer of Hunter Hall Investment Management Limited and Executive Chairman and Executive Director of Hunter Hall International (UK) Limited. He is a Trustee of the Charitable Trust Hunter Hall International Limited. Peter has 32 years of experience in investment markets.

Peter is also a Patron of the Asian Rhino Project and Sea Shepherd UK, a Director of the International Rhino Foundation and a member of the Sydney Film Festival Council.

Prior to Hunter Hall he was the Investment Manager of Hancock & Gore Limited, Portfolio Manager and Analyst with Mercantile Mutual Holdings Limited, Industrial Analyst with Pembroke Securities Limited, Investment Analyst with New Zealand South British Insurance Limited and a journalist with John Fairfax & Sons Limited.

Peter completed the Harvard Business School Owner/President Management Program in 2003 and a Bachelor of Arts Degree from the University of Sydney in 1991. He was awarded Member (AM) of the Order of Australia in 2010 for his philanthropic contributions to society and his service to the finance management industry.

Nathan Bell is the Chief Executive Officer and the Managing Director of Hunter Hall International Limited, a publicly listed entity. He is Chief Investment Officer of Hunter Hall Investment Management Limited and Executive Chairman and Executive Director of Hunter Hall International (UK) Limited. He is a Trustee of the Charitable Trust Hunter Hall International Limited. nathan has 32 years of experience in investment markets.

nathan is also a Patron of the Asian Rhino Project and Sea Shepherd UK, a Director of the International Rhino Foundation and a member of the Sydney Film Festival Council.

Prior to Hunter Hall he was the Investment Manager of Hancock & Gore Limited, Portfolio Manager and Analyst with Mercantile Mutual Holdings Limited, Industrial Analyst with Pembroke Securities Limited, Investment Analyst with New Zealand South British Insurance Limited and a journalist with John Fairfax & Sons Limited.

nathan completed the Harvard Business School Owner/President Management Program in 2003 and a Bachelor of Arts Degree from the University of Sydney in 1991. He was awarded Member (AM) of the Order of Australia in 2010 for his philanthropic contributions to society and his service to the finance management industry.

Adam Lund has over 20 years' investment experience. Before joining Peters MacGregor Capital Management as head of research, he worked for nine years at Intelligent Investor including four years as research director. Nathan contributes regularly to the financial press and appears on Sky Business, CNBC and the ABC. He graduated from Flinders University with a Bachelor of Economics and subsequently completed a Graduate Diploma of Applied Investment and Management. Nathan is a CFA Charterholder.

Portfolio Manager at Ellerston Capital Limited

Director, SMSF and Investor Behaviour, Self Directed Wealth at National Australia Bank Limited

Director, SMSF and Investor Behaviour, Self Directed Wealth at National Australia Bank Limited

Ben Bucknell