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Byram Johnston, Chief Executive Officer, MainstreamBPO

Byram is a founder and CEO of MainstreamBPO. Before establishing MainstreamBPO, Byram was the managing partner for international consulting firms and outsourcing organisations including Arthur Andersen, Andersen Consulting, AT Kearney, PA Consulting, The IQ business group and FinancialBPO. He has a wealth of experience in business strategy, operating models and business process solutions. This has allowed him in more recent times to focus on the design, implementation and management of business process outsource solutions.

Byram holds key positions with various bodies. These positions include being an independent member of the Audit Committee of ASIC, and on the board of The Garvan Foundation He holds a Bachelor of Economics Degree from Sydney University and is a Fellow of the Institute of Chartered Accountants. He was president of the Institute of Chartered Accountants in 1995-96. Byram was awarded an Order of Australia Medal in 2005.


 

Sheena Kay, Tax Partner, KPMG

Sheena has over 31 years of experience in taxation consulting primarily in the financial services and property industries. Sheena ’s clients include large Superannuation entities with diverse investments both domestically and offshore and large investment managers. Recent projects include restructuring of Superannuation entities, mergers of Superannuation entities, structuring of investments into offshore jurisdictions and set up of new investment trusts. Sheena has advised many superannuation funds and investment managers on the implementation of after tax management and measurement. Sheena is experienced in advising appropriate structuring of offshore alternative and private equity investments to minimize foreign tax leakage.


 

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Coralie Kenny, General Counsel, BNP Paribas Securities Services

Coralie Kenny is general counsel at BNP Paribas Securities Services and is a co-chair of the ACSA Regulatory and Compliance Working Group.

She is also a member of the ACSA/IFSA AML working group and has recently become involved, through ACSA, with the AFMA NZ regulatory reform working group.

Coralie has recently also joined the board of the Law Society of New South Wales, sits on the professional conduct committee, the corporations lawyers committee and the ethics committee of the society, is chair of the Office of State Revenue (NSW)/Law Society liaison committee and is on the board of the Public Interest Advocacy Committee Ltd.

Coralie has for many years practised as a commercial equity lawyer, originally specialising in tax and corporate re-structures; and for almost the last 15 years has practised in-house in financial services, particularly in wealth management for organisations including Colonial, Mercer, Tower and ING. She says that when she moved to custody it was like being on the same team, but just playing in a different position on the field.

Coralie has Bachelor of Economics and Bachelor of Laws degrees and is currently undertaking the Graduate Diploma of In-House Counsel offered through the NSW College of Law.


 

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Rob Kliman, Managing Director, Head of Technology, Worldwide Securities Services, J.P. Morgan Australia & New Zealand

Rob is responsible for J.P. Morgan’s Worldwide Securities Services Technology and platforms in Australia and New Zealand. Rob has worked within J.P. Morgan Chase for over seven years and is now based in Sydney providing technology solutions to the Worldwide Securities Services business. For three years, Rob was based in J.P. Morgan Chase’s London office, where he managed the relationship between Technology and the Structured Finance businesses for Europe.

Prior to working with J.P. Morgan, Rob gained a diverse IT experience with Abbey National Treasury

Services, Credit Suisse First Boston, Deutsche Bank, Nomura Bank, Morgan Stanley and EDS in London, Frankfurt and Zurich. All together Rob has provided the Financial Services Industry with over 20 years of service.


 

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Ian Macoun, Chairman and Managing Director, Pinnacle Investment Management

Ian is the chairman and managing director of Pinnacle Investment Management; Ian also chairman of Plato Investment Management, Palisade Investment Partners and Solaris Investment Management and a director of Resolution Capital Limited, Plenary Investment Management and Hyperion Asset Management.

Ian has broad investment and business experience, including more than 17 years as the chief executive and chief investment officer of successful investment management firms.

Ian was also founding managing director of Pinnacle Investment Management (2006) , founding managing director of Perennial Investment Partners (1998), managing director/CIO of Westpac Investment Management (1993), inaugural chief executive of Queensland Investment Corporation (1989) and first assistant ynder treasurer, Queensland Treasury (commenced in Queensland Treasury 1975).

Ian is a member of Investments and Commercialisation Board, University of Sydney; member of QSuper Investment Committee and a member of Management Committee, Paul Woolley Centre for Capital Markets Dysfunctionality, University of Technology Sydney.


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Russell Mason, Principal, Mercer

Russell is a Partner of Mercer, National Business Leader for Industry/Multi-Employer Superannuation and Asia Pacific Leader for Defined Contribution Consulting. After completing an Arts/Law degree at Macquarie University, Russell practiced as a solicitor prior to entering the superannuation industry.

Since joining Mercer in 1987 Russell has worked in all aspects of superannuation, with corporate, public sector, industry and multi-employer superannuation funds. He has been involved in advising both Australian and multi-national corporations in the areas of benefit design, strategy, insurance, investments and compliance. As National Business Leader for Industry/Multi-Employer Superannuation, Russell has specifically advised industry funds, which are sponsored by peak employer and union organisations, on administration arrangements, product development, compliance, competitive structures and strategic directions. In dealing with these funds Russell has also developed an extensive knowledge of industrial relations practice and procedures.

Russell is a former Director of the Board of the Association of Superannuation Funds of Australia (ASFA), the peak body in Australia representing the superannuation industry. Russell is also Chair of the Editorial Board of Superfunds magazine, Chair of the National Conference Committee of ASFA, a member and former Chair of the New South Wales Executive of ASFA.


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Arthur Naoumidis, Managing Director, Praemium

Arthur founded Præmium in October 2001 following extensive local and international experience in developing, operating and marketing portfolio services at companies such as Arthur Andersons, Chase Manhatten, JP Morgan, Goldman Sachs JB Were and BNP Paribas.

Having identified a need in the Australian market for a technologically advanced portfolio administration service, Arthur developed a sophisticated portfolio administration system that was designed to meet the increasing trend towards widespread participation in direct equity investments.

Seven years later, Præmium is a listed company (ASX:PPS) and is recognised as one of Australia’s leading providers of portfolio administration service providers systems and administers in excess of $38 billion across more than 42,000 accounts and nearly 500 organisations, including some of the country’s largest financial services providers*.


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John O’Shaughnessy, Deputy CEO, Investment and Financial Services Association (IFSA)

John O’Shaughnessy was appointed deputy CEO of the Investment and Financial Services Association (IFSA) in April 2004. He joined the financial services industry in 1970 and has held executive roles in general management, strategy and public policy.

Before IFSA, John joined AMP in 1994 and held various executive roles both in Australia and overseas. In 1996 he was appointed head of retail strategy for Australia and New Zealand. John moved to the UK with AMP in 1999 and was subsequently appointed director of retail strategy. In 2002 he became director of strategy for AMP International based in London, where he had responsibility for Virgin Direct, Cogent Investments, AMP Banking, as well as for AMP’s retail business activities in Asia and Europe. Before joining AMP, John was head of strategy at the ASX.

John was appointed chair of the advisory board of the University of Adelaide’s International Centre for Financial Services in 2006 and has been a director on the board of the Australian Services Roundtable since 2007. John holds a Masters of Business Administration from Macquarie University and a Graduate Certificate in Management from the University of Western Sydney. John is a Fellow of the Chartered Institute of Secretaries.


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Darren Pettino, Executive Director, Hub24

Darren has over 15 years experience as a founding shareholder and executive director in financial services. Most notable of these have been Online Broker Holdings (Charles Schwab Australia) purchased by Ecorp Ltd in 1998, Portfolio Management Systems purchased by Advent Inc (NASDAQ:ADVS) in 1998, Coin Software acquired by Macquarie Bank in 2005 and Hub24 Pty Ltd. Darren is currently an executive director with Hub24 Pty Ltd and holds non-executive directorships with InvestorFirst Ltd, van Eyk Research Ltd and TOTE Tasmania Pty Ltd. Darren holds a bachelor of laws from Monash University.

 


Toby Potter, Chief Financial Officer, Investment Administration Services Pty Ltd

Toby Potter is a Consultant specialising in the establishment and operation of Managed Accounts Programs. Regulatory change and improving technology are both leading to innovation in the administration and operation of investment portfolios and the need for organisations to concentrate on improving the quality of their service offering. Clients include both wholesale asset consultants and retail dealer groups.

Toby was the founder and CEO of IAS, a specialist investment administration business from 2004 – 2009 and grew the business to over $3 Billion in FUA. IAS administered both Managed Accounts, mandates and wholesale investment portfolios. Previously Toby was Chief Operating Officer for InvestorWeb and worked with Morningstar and AUSMAQ both in Australia and New Zealand.

Toby is chairman of IMAP – the Institute of Managed Accounts Providers.


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Sandra Powell, Head of Compliance and Product, HSBC

Sandra joined HSBC Australia following the acquisition of the Westpac custody business in 2006. She currently holds the position of Head of Compliance and Product and has over twenty three years experience within in the custody industry.

Prior to joining HSBC Sandra was the Senior Manager Corporate Actions for Westpac Custodian Services.

During 2008 Sandra was instrumental in engaging in constructive dialogue with the Australian Securities Exchange (ASX) to develop a workable solution for the current settlement mismatch issues and in recognition of her outstanding contribution to the Australian custody industry, Sandra was presented with the 2009 ACSA Award.

Sandra’s industry participation extends to her involvement with the Australian Custodian Services Association, the SWIFT Industry Working Group and has made much contribution in the SWIFT Managed Funds Project Group.

Sandra holds a Bachelor of Business (Finance and Banking) from Charles Sturt University.

In addition to having been the Chair of the of the Australian Custodial Services Association (ACSA) Corporate Actions and Income Industry Working Group for the past three and half years, Sandra supports the ACSA Taxation Working Group and the ACSA Regulatory and Compliance Working Group.


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