Adam Bowe is an executive vice president and portfolio manager in PIMCO's Sydney office. He is a permanent member of the Asia-Pacific portfolio committee and has previously served as chair.

Prior to joining PIMCO in 2011, he was responsible for global macro research and trading at Tudor Investment Corporation.

He was also previously a director and portfolio manager at UBS Global Asset Management and at Queensland Investment Corporation.

He has 20 years of investment experience and holds a master's degree in quantitative finance from University of Technology, Sydney.

He also earned a Bachelor of Commerce, First Class Honours and a Bachelor of Economics from the University of Queensland.

Chris has been in the financial services industry for 14+ years and is the owner and director of Insight Investment Consultants, an investment consulting business set up in 2013 to provide services to financial advisers and licensees.

Chris acts as the firm’s primary consultant whilst maintaining significant research coverage.

Chris previously worked for a Big 4 bank where he provided a range of similar services to financial advisers and licensees, as well as internal stakeholders.

His research has historically covered managed funds, listed securities (shares, ETFs, hybrids), economics, geopolitics, and asset allocation.

He holds a Bachelor of Applied Finance and a Bachelor of Commerce with a major in Professional Accounting, and a Master of Applied of Finance, both from Macquarie University

Chris is responsible for assisting with the management of Infinity’s diversified and sector portfolios, including manager research and the provision of relevant financial market insights and updates to its investor base. He has over 5 years of experience in financial markets.

Prior to joining Infinity Asset Management, Chris was an Associate Portfolio Manager within Viridian Portfolio Management, the portfolio management division of Viridian Advisory, where he assisted in the management of the covered call income strategy and sat on the investment committee.

Chris holds a Bachelor of Commerce from The University of Melbourne, majoring in Finance and Economics, and has passed CFA Level II.

Marius Wentzel has extensive financial services industry experience across the South African, United Kingdom, the Australian markets (and some exposure to the Japanese and Chinese markets). His roles have covered life insurance, investment administration, investment solutions, trust & executory and retirement solutions. He has held senior positions in sales, marketing and product management functions, this breadth and depth of experience are ideal enablers to his passion of developing solutions to clients problems and needs. Retirees face many challenges, and Marius believes that the financial services industry is core to providing retirees with peace of mind, leading up to retirement and then for life. This requires solutions and services beyond just financial products, and is achievable when like-minded participants collaborate effectively. Marius holds a Bachelor of Economics and financial planning qualifications from multiple jurisdictions.

Isaac joined Oreana Fi in 2018. He previously was Head of Capital Markets Research, Asia Pacific at Willis Towers Watson, and prior to that served as the Chief Economist for the NSW Treasury Corporation.

Isaac has experience working across portfolio management, risk management, economic research, investment strategy and central banking through Australia, the UK and Hong Kong.

Isaac holds a PhD in economics and has studied at the University of Sydney, the University of Oxford and the University of Tasmania. He is a CIMA® certificant through the Investments and Wealth Institute and appears regularly on CNBC and Bloomberg

Katie is responsible for BlackRock Australia's range of multi-asset portfolio's, including diversified asset allocation strategies, multi-strategy hedge funds and factor based investments.
Mrs Petering joined BlackRock in 2017 as Head of Institutional iShares for Australasia, leading the education efforts for institutional adoption of ETFs.

Prior to BlackRock, Mrs Petering was an Executive Director at Goldman Sachs based in Sydney for 13 years, most recently in Fixed Income Currency and Commodities where she was responsible for cross-asset institutional derivative sales including rates, longevity/mortality, alternative risk premia and fund derivatives.

Earlier, she led the Equity Derivative structuring and sales business at Goldman Sachs focusing on the private wealth segment.

Mrs Petering began her career at Merrill Lynch where she worked for 5 years in both Australia and Hong Kong in the institutional Equity Derivatives sales and structuring team, and also the Equity Capital Markets convertible origination and syndicate teams.

Mrs Petering holds a Bachelor of Business (Accounting) from the University of Technology, Sydney (1996).

Kyle joined Perpetual Private in July 2014 and leads the 20 person Investment Research team. Perpetual Private has $19bn of Funds Under Advice, including $8bn in discretionary multi-manager funds and $4.5bn in direct Australian equities across investment and superannuation funds and platforms.

Kyle is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios.

Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes. 

Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997).

He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant

Michael heads up an investment consultancy focused on providing advised and implemented solutions to financial advisors.

Prior roles include: Head of Private Investment Consulting at NAB Asset Management, CEO - MC Asset Management, Head of Asset Allocation & Investment Strategy AUS - UBS Global Asset Management, AMP Capital.

He holds an Economics degree from Adelaide University.

Peter is a co-founder and Director of Bellmont Securities.

As well as running Bellmont’s Buffett style value investing portfolio - the Bellmont Premium Portfolio, Peter consults to a large number of high net worth, sophisticated investors, and helps run Australia’s largest high net worth value investors network, with over 400 members around the country that collectively control well in excess of $1b in Australian equities

He holds a Bachelor of Commerce (Economics & Finance) from the University of Wollongong, graduating with Distinction.

Adrian is the founder and a partner of Five V Capital. A highly experienced investor with over 25 years of private equity experience, Adrian has successfully led and managed Five V’s investments, including Ascender, Madman Film & Entertainment, Canva, Plenti, Education Perfect, the Probe Group, Zenith Investment Partners, Openway Food Co, Penten and Automic.

Before founding Five V Capital, Adrian was a managing partner and board member at leading global private equity firm CVC Capital Partners, where he helped establish the Asia Pacific and Australian offices.