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.

Andy joined Fiera in March of 2021 as part of Fiera’s acquisition of AMP Capital’s Global Equities capability.

Andy has 15+ years of experience as a portfolio manager and equity analyst.

Andy started with AMP Capital in 2012 within the Fundamental Equities team before helping lead the development of AMP Capital’s Global Equity capability.

Prior to AMP Capital, Andy spent time working at MF Global where he co-led the build out of their Asia Pacific equity research and principal strategies teams. He began his career in London at Man Group, covering European and US equities.

Andy holds a Bachelor of Science in Economics (first class honours) from Kings College London and is a CFA charterholder.

Anne-Sophie joined Schroders in May 2022 as an investment director for equities. In this role, she is acting as a bridge between distribution and investment functions, communicating to clients on markets and portfolios as well as helping design equity-based customised solutions in partnership with the investment and solutions teams.

She joins from BlackRock, where she spent four years as an active equities product strategist. Before that, she was an investment writer at Magellan Financial Group and worked in investment communications at QBE Insurance.

She started her career in financial services as an investment specialist at AXA Investment Managers for fixed income and investment solutions.

She holds a Master of Commerce with major in Applied Finance from a French business and management school.

Chris is the co-founder and Consultant at the Perth based boutique investment consulting firm Context Capital.

He has extensive actuarial and financial modelling skills and has experience with cash flow forecasting, unit pricing, liquidity analysis and asset liability management. Chris has experience in monitoring investment portfolios, developing investment strategy, portfolio construction, research, performance reporting and writing Board and Investment Committee papers. He has gained experience by working closely with global asset consultants, institutional asset managers and custodians.

His prior experience includes the role of Senior Investment Analyst at WA Super and has held a number of roles in the institutional investment, actuarial and risk management industry.

 He holds a Bachelor of Science (Honours Specialisation in Actuarial Science) from Western University in Canada and is a Certified Investment Management Analyst, where he obtained the highest score on the CIMA IMAC course.

He is an Associate of the Society of Actuaries and Canadian Institute of Actuaries. He is completing his studies to become a Fellow of the Society of Actuaries.

Chris is also the winner of the 2019 FEAL PIMCO Scholarship.

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.

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.

Trent’s main responsibilities include managing infrastructure securities on behalf of institutional and wholesale clients and research coverage of the Railroads and Utilities sectors.

Trent has more than 20 years' buy and sell side infrastructure experience, having previously managed infrastructure investments in both the listed and direct space.

Prior to joining the company, Trent was Portfolio Manager for the Challenger Infrastructure Fund, an Australian publicly listed fund that invested in globally diversified unlisted infrastructure assets.

Trent has also held roles at the company in London as a global equities analyst, JP Morgan Cazenove and PricewaterhouseCoopers.

Trent holds an MBA from the Australian Graduate School of Management, is a Chartered Accountant, and has a Bachelor of Commerce from the University of Sydney.