Anna has an extensive background in investment management, investment advice, business strategy and product strategy and development.

Anna spent the first 14 years of her career at JANA Investment Advisers as a Principal Consultant, Head of Australian Equities research and Deputy Head of Consulting.

She then worked at MLC Investment Management as Head of Product, responsible for $62bn of retail and institutional products, before moving to Perpetual Investments where she was General Manager, Product and Strategy across Perpetual’s $33Bn FUM.

After relocating to Melbourne, Anna became CIO of Catholic Super, a $10Bn industry fund which then merged with Equipsuper in October 2019 to form a $30Bn fund. As CIO of the combined funds, she has had responsibility for all aspects of investment management, and been responsible for the new investment design which has more than halved Catholic Super’s investment fees, whilst both funds maintained top 12 performance through the Covid induced market turbulence in early 2020.

Anna holds a BA, BSc, & GradDip Applied Finance & Investment

Bob Cunneen joined MLC Asset Management in April 2016 in the role of Senior Economist and Portfolio Specialist.

Bob has 30 years' experience in global financial markets covering asset allocation, bond strategy and currency management.

Prior roles included working at AMP Capital Investors, AMP Henderson Global Investors, and ABN Amro Bank

Bob has respective Master's degrees in Financial Economics and Applied Finance and is a graduate of London, Macquarie and Sydney Universities.

Bruce Murphy is a senior funds management executive with 30 years’ of expertise in purpose-led and innovative product design that aims to help solve some of the more complex and enduring income needs of Australian investors. Since 2015, Bruce has served as the Director, Australia and New Zealand for Insight Investment.

Bruce’s early background in credit analysis and audit opened fresh thinking to help deliver several Australian market ‘firsts’ in income and alternative investment strategies, creating market segments which are now core to many investor portfolios.

Prior to his role with Insight Investment, Bruce was a Managing Director at BNY Mellon, and also held Director positions at Macquarie Funds Management, Deutsche Asset Management and Deutsche Life, where he chaired the investment committee.

He is a graduate of the Australian Institute of Company Directors.

He holds a BSc and MCom from the University of New South Wales and a Post Graduate Diploma in Management from MGSM.

Charles co-manages all Global Infrastructure Strategies. He has 26 years of investment industry experience.

Charles joined a predecessor organization in 2010. Previously, he was Director and Senior Analyst, Global Infrastructure Securities, at AMP Capital as well as Director, Infrastructure Securities at Hastings Fund Management. He was also Head of Listed Infrastructure at Challenger Financial Services Group, a Portfolio Manager at AMP Capital Investors and an Analyst and Strategist at HSBC Australia.

Charles earned a Bachelor of Economics from the University of Western Sydney.

Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities.

He is responsible for investment decisioning, portfolio management, research and asset pricing, and general business management, running a large team of portfolio managers and analysts.

Christopher is also a Contributing Editor with The Australian Financial Review and well-known as one of Australia’s leading economists, policy advisors and fund managers. In 2019, CCI was selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career across all asset-classes.

Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category.

In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”. In 2008, the Australian Government invested $15 billion behind a policy proposal developed by Christopher to provide liquidity to the Australian RMBS market to mitigate the effects of the GFC.

In 2019 the Australian government committed $2bn to invest in securitised SME loans on the basis of a policy proposal Christopher developed for the Treasurer at the time to enhance competition and liquidity in the SME finance sector. In February 2009, Christopher was invited by the Rockefeller and MacArthur Foundations to travel to advise the Obama Administration on the US housing crisis.

Christopher served as a Director of The Menzies Research Centre, which is a leading Australian think‐tank, from 2003 to 2007.

Christopher received Joint 1st Class Honours (Economics & Finance) and the University Medal in Economics & Finance from the University of Sydney, where he was a Credit Suisse First Boston Scholar, SIRCA and University Honours Scholar.

He studied in the PhD program at Cambridge University in 2002 and 2003, where he was a Commonwealth Trust scholarship recipient

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

Mihkel joined Schroders in June 2003 and is responsible for Schroders absolute return fixed income strategies, including the Schroder Absolute Return Income Fund, and has a focus on credit portfolio management.

He is also a co-portfolio manager on the Schroder Multi-Asset Income Fund.

Prior to joining Schroders, Mihkel spent six years at BT Financial Group, most recently as the Head of Credit Wealth Management and prior to that as a credit analyst in BT's Funds Management Division.

Mihkel holds a Bachelor of Economics and Government from the University of Sydney. He is a qualified chartered accountant and a member of the Institute of Chartered Accountants.

Paul is a Self Managed Super Fund Specialist Advisor (SSA) and Certified Financial Planner (CFP) with industry experience dating back to 1995.

In 2001, Paul commenced an independently owned practice in North Carlton, although

his employment experiences have included Regional Manager in Financial Planning for a major Bank, and an Executive Manager with a large public sector superannuation fund. He is currently a sessional lecturer at Victoria University in wealth management as well as risk management and insurance.

He holds a Bachelor of Applied Science, Associate Diploma of Health Science, Diploma of Financial Planning, Master of Business Administration and Master of Taxation and Financial Planning. Paul is currently completing a Professional Doctorate at Victoria University in the area of financial decision making.

He was both the Victorian and Australian ‘Financial Planner of the Year’ for 2004, Finsia Practitioner Award Winner 2003, and a member of the AFR Smart Investor Top 50 Financial Planning Master Class in  2004, 2006 and 2012.

Paul is an investment specialist having joined the industry in the late 1990s with roles including Supervisory Analyst roles with Citigroup and Credit Suisse and within ANZ Asset Management.

Paul has also worked closely with financial planning practices and planners and their clients since 2008, Paul has worked in roles, such as, Chief Investment Officer of Lachlan Partners, Portfolio Manager at Mosaic Portfolio Advisers and Head of Equities & Portfolio Construction at IOOF. This broad experience means Paul understands that tailored solutions, rather than a cookie-cutter approach is required.

Paul has a Bachelor of Economics, a Graduate Diploma in Applied Finance & Investment and a Diploma in Financial Services (Financial Planning) and is a Fellow of the Financial Services Institute of Australia.

As Investment Director, Richard is responsible for establishing, maintaining, and enhancing relationships with clients and consultants in Australia and New Zealand.

Currently based in Sydney, Australia, he has nearly 20 years of investment experience across multiple markets and regions.

Prior to joining the Firm in 2022, he was Investment Director/Senior Investment Specialist at First Sentier Investors (Australia) (2014-2022) and Investment Director/Portfolio Specialist at Wellington Management (Australia) (2010-2014).

Prior to these roles, he was with Goldman Sachs (United Kingdom) and State Street Corporation (United States).

Richard earned his B.S. in Finance from Rutgers University, is a CFA® Charterholder, and is a member of the CFA Institute and CFA Society of Sydney (CFAS).

Vessela Tasker launched Greenwood & Co in 2019 to assist financial advisory firms with their investment value proposition by providing portfolio management, investment governance support & marketing of their bespoke investment solutions.

Vessela offers 20 years of funds management experience gained as a Fund Manager of global & domestic beta & smart beta equity portfolios at State Street Global Advisors, a Research Equity Analyst at Investors Mutual and a Research Associate at AJO Partners, a US-based quant equity boutique based in Philadelphia, USA.

More recently, Vessela was a Fund Manager at Ironbark Asset Management where she was instrumental in helping financial advisory firms design, launch and sustain multi-asset managed accounts on designated platforms.

Vessela started her career in the United States as a corporate valuations consultant with PwC & holds a Bachelor of Science degree in Finance & Management Information Systems from Drexel University in Philadelphia, USA.