Senior Industry Professionals
Rod Sims was appointed Chairman of the Australian Competition and Consumer Commission in August 2011 for a five-year term, reappointed for a further three years in August 2016, and now a further three years until July 22.
Rod has extensive business and public sector experience. Immediately prior to his appointment to the ACCC he was, for example, the Chairman of the Independent Pricing and Regulatory Tribunal of New South Wales, Commissioner on the National Competition Council and was also a Director of Port Jackson’s Partners Limited where he advised the CEOs and Boards of some of Australia’s top 50 companies on commercial corporate strategy over many years.
During the late 1980s and early 1990s, Rod worked as the Deputy Secretary in the Commonwealth Department of Prime Minister and Cabinet responsible for economic, infrastructure and social policy and the Cabinet Office. He also worked as Deputy Secretary in the Department of Transport and Communications. From 1988 – 90 he was the Economic Adviser to Australia’s Prime Minister.
Rod Sims holds a first class honours degree in Commerce from the University of Melbourne and a Master of Economics from the Australian National University.
Lisa Barry specialises in people centred deal optimisation. An Economist and Psychologist, she brings 30 years of workforce integration, innovation and transformation experience working with global Executive leaders and Boards to deliver deal value in demanding markets.
Lisa’s work spans all major markets around the world, bringing essential insights and direction at the point of need in all aspects of the human dimension of deals including CEO support, organization design, culture, talent retention, performance continuity and uplift. Private Equity, Venture Capitalists and Impact Investors are served to exacting requirements and with plenty of passion.
Alex Cartel is a Managing Director and Head of Deutsche Bank’s Investment Banking Coverage in Australia.
Alex has over 25 years’ experience in structuring and executing major M&A transactions in Australia, with a proven track record in providing best in class advice on many complex public market situations.
In March 2019, Alex was appointed President of the Australian Takeovers Panel. Prior to his appointment as President, Alex has been a member of the Panel since 2015.
Prior to joining Deutsche Bank, Alex practised as a mergers and acquisitions lawyer and has substantial experience in connection with Australian takeovers and change of control transactions.
Alex holds Bachelor of Laws (Honours) from the University of Melbourne (where he was awarded the Supreme Court Prize in Law) and a Graduate Diploma in Applied Finance and Investments (Honours).
Jonathan Chamberlain joined BGH Capital as a Partner in January 2019. Previously, Jonathan was a Managing Director at The Blackstone Group based in Sydney. Jonathan spent nearly 6 years at Blackstone and was responsible for a number of their investments across the Asia Pacific Region.
Prior to Blackstone Jonathan held a position at a pan-Asian private equity fund and also a number of investment banks.
Jonathan received a Bachelor of Commerce and Engineering from the University of Melbourne and a Masters of Finance with High Distinction from the University of New South Wales.
With extensive experience working across the fields of equities research, private equity investment and corporate governance advisory, Michael Chandler provides ongoing proxy fight and governance expertise for many of Australia’s recent high-profile shareholder activism campaigns. He is highly sought for developing strategic engagement and disclosure solutions that address the evolving governance-related voting considerations of institutional shareholders and proxy advisors around takeovers and mergers.
Andrew Charlier joined Pacific Equity Partners in 2007. Prior to joining PEP, he was a Consultant with Bain & Company in the UK, Australia and New Zealand, specialising in utilities. He received a MBA from INSEAD and has a Bachelor of Engineering (First Class Hons) from the University of New South Wales and the Dean's Medal.
Richard Dammery is an experienced senior executive, corporate lawyer and non-executive director. He commenced his career as a mergers and acquisitions lawyer at Freehills (now Herbert Smith Freehills), becoming a senior corporate partner at MinterEllison (2008-14). Over the course of his career, he has transacted nearly $30 Billion in buy and sell side M&A transactions.
He has also held a number of senior commercial general management roles in the telecommunications and technology industry, at one time having senior executive responsibility for the wholesale and network investment functions of Telecom New Zealand, and subsequently overseeing a corporate and government sales team at AAPT.
More recently, Richard has been involved in the transformation of Woolworths Group, having been its Chief Legal Officer and Company Secretary (2014-19). He led the team that managed the closure of Masters Home Improvement, Australia’s largest solvent business closure. He also oversaw the legal aspects of the sale of Woolworths petrol group.
He has degrees in arts and law from Monash University, an MBA from the University of Melbourne, and a Ph.D from the University of Cambridge where he was a Senior Rouse Ball scholar at Trinity College. He teaches corporate governance at the Monash Business School.
Richard has been involved with a wide range of not-for-profit organisations across the course of his career.
Tom Day is Vice President, Legal at BHP Group, where he has responsibility for BHP’s worldwide M&A, Corporate and Litigation matters.
Tom joined BHP Billiton in 2006, originally leading the legal team responsible for BHP’s Coal business. Since then, he has gone on to lead the BHP Billiton’s legal teams responsible for Minerals Exploration and then Aluminium, Manganese and Nickel. In those roles, he has had responsibility for mining assets in jurisdictions as diverse as Ethiopia, Colombia and Mozambique. In his current role, Tom is responsible for M&A and corporate transactions undertaken by BHP. In that capacity, he managed BHP’s recent $10.5 billion sale of its US shale business to BP.
Prior to joining BHP Billiton, Tom was a partner in the London office of Norton Rose, where he advised on a range of resources projects and transactions across Africa and Europe.
Kim Demarte is a Senior Specialist in Mergers & Acquisitions at ASIC. He is responsible for coordinating ASIC's day-to-day oversight of control transactions, including his team’s involvement in Takeovers Panel proceedings and the development and update of its M&A related policies and guidance. During his 13 years at ASIC Kim led the major update and consolidation of ASIC's regulatory guides on takeovers in 2012-13 and the revision of ASIC's MOU with the Takeovers Panel. He has also worked as legal counsel within the Office of the Company Secretary at Telstra Corporation Limited.
David Eliakim is an M&A and equity capital markets specialist who regularly advises prominent real estate and infrastructure organisations including Lendlease, Brookfield, DEXUS and AMP. Working with KWM’s leading real estate practice, he also plays a key multi-disciplinary role advising on numerous M&A matters in this sector. David has worked on a significant number of transactions over the course of a 23 year career, including leading the KWM team on the recent innovative acquisition of Healthscope by Brookfield, valued at approximately $5.7 billion.
Joseph Fayyad is CEO for Australia and a member of the Asia Pacific Executive Committee for Bank of America Merrill Lynch. In addition, Joseph is head of Australia Investment Banking.
As country executive, Joseph is responsible for the overall management of the franchise, driving the strategic direction of the business and ensuring a coordinated and integrated approach across the platform.
Joseph has over 22 years of investment banking and financing experience, advising a range of large and multi-national corporate, private equity and Government clients across all industries and products.
Joseph is a graduate of Claremont McKenna College (California) and a Governor of The Cerebral Palsy Research Foundation.
Thomas Fredell is Chief Product Officer of Merrill Corporation, a position he has held since joining Merrill in 2015.
As Chief Product Officer, Thomas is responsible for all aspects of product management and engineering, including driving product growth and innovation of the company’s core product, DatasiteOne, a global leading platform that powers secure, intelligent due diligence and enterprise collaboration for thousands of deals in more than 170 countries DatasiteOne is used by professionals across banking, capital markets, insurance, legal, healthcare, energy and other global sectors and markets.
Thomas has deep leadership experience in finance and technology. Prior to joining Merrill in 2015, he was CEO of SmithCo Investments. Before that, he was the CTO for several technology and fintech companies, including Snag and IntraLinks. Thomas is also an inventor and entrepreneur. He co-founded and led a SaaS-based company, Cambridge Technology Vision, where he Invented, built and launched the first virtual data room (VDR) for mergers & acquisitions. A VDR enables businesses to share information during the due diligence process in a secure online space. He also founded Membly, a platform, which allows individuals to capture and share memories, including pictures, notes, videos, or audio in a secure and private way.
Thomas holds a BA from the University of Virginia in Cognitive Science and an MBA from The Wharton School at the University of Pennsylvania in Finance and Entrepreneurship.
Marissa Freund is the Chief Operating Officer of the Mergers & Acquisitions department in Australia & New Zealand at Goldman Sachs and a sitting member of the Australian Takeovers Panel.
Marissa has ~15 years’ experience and specializes in advising corporate and private equity clients on mergers and acquisitions involving ASX listed companies.
Marissa has been with Goldman Sachs since 2015, prior to that she worked in the Mergers and Acquisitions group at UBS and previously was a lawyer with Mallesons Stephen Jaques (now KWM).
Stuart Fuller is Global Head of Legal Services for KPMG and its Asia Pacific Regional Leader for Legal Services. In those roles, he leads a team of more than 2,400 legal professionals across 77 jurisdictions in KPMG’s global legal network.
Stuart has a strong track record in the finance industry, and is connected and well-respected across financial institutions, non-bank lenders, investment banks, regulators, government departments and government itself. His experience as a leader of global legal organisations also allows him to bring insights into business and industry trends, with a focus on cross-border investment and trade policy and the global capital markets, and his perspectives on the opportunities and challenges for business and people in the Asian region in particular.
Speaker bio is coming soon.
Michael Harris is an Executive Director with Affinity Equity Partners in Australia. Michael has been with Affinity for 10 years and been involved in a number of transactions over that period, including the most recent acquisition of Scottish Pacific. Prior to joining Affinity, Michael was with Merrill Lynch Global Private Equity based in Sydney. Michael holds a Bachelor of Laws (Honours) and Commerce from the University of Auckland.
Diana Hu is a transactional risk underwriter in the AIG Asia-Pacific M&A team, with a specialised focus on warranty and indemnity (W&I) insurance for mergers and acquisitions. Since joining AIG in 2017, Diana has underwritten a diverse range of transactions across Australia, New Zealand, Singapore, Hong Kong, China, South Korea and various South East Asian countries. She has led numerous W&I tower deals over the years, including on complex cross-border and billion dollar transactions.
Prior to joining AIG, Diana practised a corporate M&A lawyer at one of Australia’s leading independent law firms, Corrs Chambers Westgarth. She holds a Bachelor of Laws (First Class Hons) and Commerce (Economics major) from the University of Sydney.
Having trained as an accountant, Peter Langham entered the realms of working capital for business through debtor finance in 1983. His industry experience started in audit and credit but later included international factoring, client management and eventually sales.
In 1998 he joined the Bank of Scotland debtor finance business and became head of sales for England and Wales.
In 1993 Peter was offered a role with Scottish Pacific (then owned by Bank of Scotland) in Perth, Australia, where he turned a struggling sales office in to a fully-fledged operations centre.
In 1997 Peter joined AGC, the finance arm of Westpac, before establishing Benchmark Debtor Finance in 1998.
Over 7 years Benchmark grew to become a national company with offices in Perth, Adelaide, Melbourne, Sydney and Brisbane. In 2005 the founding shareholders sold their interests to BA Ventures and Benchmark continued on a growth path which culminated in the acquisition of Scottish Pacific Business Finance in September 2007.
In 2010 BA Ventures sold to Lazard Private Equity, who then sold to Next Capital in 2013.
Through 2015 and 2016 Peter led the merging of four working capital businesses to become the largest specialised working capital provider in Australia.
In July 2016 Scottish Pacific floated on the ASX and was in the ASX top 300 companies. In December 2018, Scottish Pacific was taken private by Affinity Equity Partners, with a $600m+ takeover.
Peter has remained CEO and shareholder throughout. Scottish Pacific now handles over $19 billion in sales per annum, provides $1.3 billion of funding to some 1600 clients and has offices across Australia and New Zealand, as well as China.
Michael Lion is General Manager, Corporate Strategy & Development at Origin Energy where he is responsible for Group Mergers & Acquisition, Strategy and Origin’s capital allocation and investment process.
Since joining Origin in 2009 Michael has held various senior roles across treasury, corporate development and strategy. Michael has overseen Origin’s recently complete ~$4b divestment program, a range of acquisitions and multiple equity and debt raisings to fund M&A and major investment activity.
Prior to joining Origin, Michael was Director at private equity firm CVC Asia Pacific and prior to that worked in corporate advisory at Caliburn Partnership and Macquarie.
Michael holds a BCom Hons (Finance and Economics) from UNSW.
Duncan Mann is a Managing Director and Head of Financial Sponsors at Credit Suisse in Australia. Duncan has advised on numerous transactions for local and international private equity firms across Australia and Asia, and joined Credit Suisse at the start of 2019. In 2019 Credit Suisse has lead financed or advised on a number of the largest public to private transactions in the market including the acquisitions of Greencross, TradeMe and MYOB. Prior to joining Credit Suisse, Duncan was Co-Head of Financial Sponsors, APAC for a global investment bank based in Hong Kong.
Stephen Mayne is the Walkley Award winning journalist who founded Crikey.com and went on to become Australia’s best known shareholder advocate. He chaired the Finance and Governance committee at City of Melbourne (2012-2016), has asked questioned at 450 public company AGMs, ran for 48 public company boards, served on the board of the Australian Shareholders’ Association and claims to have the world’s biggest small share portfolio with tiny holdings in almost 500 stocks. After spending the past two years on the campaign to reduce gambling harm in Australia, he is now back focusing on shareholder activism and journalism, writing columns for Crikey and Alan Kohler’s Eureka Report and also running for the boards of AFIC and Harvey Norman at their upcoming AGMs.
Chris McDermott is the Head of Private Equity and M&A Services for Marsh Pacific, where he advises a wide range of clients on warranty and indemnity insurance and other transaction related risks.
Chris has over ten years of combined legal and insurance mergers and acquisitions experience. Since entering the warranty and indemnity insurance market, Chris has advised on more than 200 transactions, and has been one of the driving forces behind making W&I applicable to public company deals.
Iain Melhuish has more than 18 years experience at Macquarie and now leads the Debt Capital Markets team at Macquarie Capital which advise clients on funding solutions across all industry sectors and debt products.
This includes advising on the WestConnex acquisition by Sydney Transport Partners consortium, private M&A transactions and other government privatisations.
Bachelor of Laws (Hons), University of Adelaide
Bachelor of Finance, University of Adelaide
Bachelor of Commerce, University of Adelaide
Masters of Finance (Investment Banking), INSEAD
Craig Mennie is the KPMG’s Head of Deal Advisory in Australia, AsPac Head of Transaction Services and KPMG Sector Leader for Real Assets and Alternatives. As a Transaction Services practitioner Craig has led KPMG teams assessing many of the largest financial services, Real Estate and Infrastructure transactions in Australia. Craig leads a team of Transaction Services practitioners who undertake around 500 transactions a year from both domestic and international clients.
Simon Mordant specialises in advising local and multinational companies and Government on their capital markets strategy and merger and acquisitions.
Simon has been a practising corporate adviser in Australia since 1984 and is a Fellow of the Institute of Chartered Accountants.
Simon is Executive Co Chairman and founder of Luminis Partners in association with Evercore. He previously co-founded Caliburn Partnership which was sold to Greenhill in 2010 and prior to that was Head of Corporate Finance at BZW Australia and ABN AMRO.
Simon is a passionate collector of contemporary art with a long history of benefaction to the Arts. In 2007 he was appointed Chairman of the Museum of Contemporary Art Foundation which was re-established to raise funds for the $53 million capital campaign for its redevelopment. In 2010 Simon was appointed Chairman of the Board of the MCA Australia.
In addition to the above, Simon is a director of MOMA PS1 in New York, a Trustee of the American Academy in Rome, a member of the International Council of The Museum of Modern Art in New York, a member of the Executive Committee of the Tate International Council, a director of the Garvan Research Foundation, a member of the Wharton Executive Board for Asia, a member of the Advisory Board of Venetian Heritage in Italy, Chair of Lend Lease’s Art Advisory Panel for Barangaroo, a member of the NSW Arts & Culture Advisory Committee and a board member of the Museum of Contemporary Art, Los Angeles (MOCA). He was Australian Commissioner for the 2013 & 2015 Venice Biennale, a director of the Australian Broadcasting Corporation 2012-2017, Deputy President of Takeover Panel 2000-2010 and past board member of Opera Australia, Sydney Theatre Company and Bundanon Trust.
Simon was awarded an AM being made a Member in the General Division of the Order of Australia for Services to the Arts and to the cultural environment of Australia through philanthropic and executive roles, and to the community.
In 2010 Simon and his wife Catriona were awarded the Australia Business Arts Foundation’s Goldman Sachs Philanthropy Leadership Award.
Brynn O’Brien is the Executive Director of the Australasian Centre for Corporate Responsibility (ACCR). ACCR promotes better performance of Australian listed companies on ESG issues. As an 'activist shareholder' organisation, ACCR engages with Australian-listed companies and their investors on these issues, including through filing shareholder resolutions. In 2019, ACCR has filed shareholder resolutions to Australian mining, utilities, airline and retail companies on climate, labour and human rights issues.
Gabriel Radzyminski is the founder and Managing Director of Sandon Capital Pty Ltd, a boutique investment management and advisory firm. He is the CIO of the funds managed by Sandon Capital.
Gabriel is Chairman of Sandon Capital Investments Limited (ASX:SNC). He serves as executive director of Mercantile Investment Company Limited (ASX:MVT) and is a non-executive director of Future Generation Investment Company Limited (ASX:FGX) .
Gabriel has a BA(Hons) and MCom from the University of New South Wales.
Drew Riethmuller is the Head of Global Corporate & Investment Banking, Oceania for MUFG Bank, Ltd., a member of MUFG, after joining in February 2016.
Drew is responsible for the management and development of the Corporate & Investment Banking business in Australia, New Zealand and the Pacific. In this capacity, he provides oversight and strategic leadership for the bank’s corporate client business and core products including Project Finance, Loan and Debt Capital Markets, Securitisation, Acquisition Finance and Corporate Advisory.
Prior to MUFG, Drew spent 7 years at Australia and New Zealand Banking Group (ANZ) in a range of senior roles managing the bank’s Global Relationship Banking business across Australia, Asia, Americas and EMEA.
Prior to joining ANZ, Drew spent 17 years at Citigroup where he held senior positions in Fixed Income, Structured Capital Markets and Funds Management across markets including Australia, New Zealand, Americas and EMEA.
He holds a Bachelor of Business and Postgraduate in Business (Accounting and Finance) and is a member of the Institute of Chartered Accountants in Australia.
Sophia Rihani joined Brookfield in 2013 and is a Senior Vice President in Brookfield’s Private Equity investments team. Ms Rihani is the head of the Private Equity Group Transaction execution for the Asia Pacific region and sits on the board of various of Brookfield owned entities, including Healthscope. Ms Rihani has over 11 years of experience in commercial and legal negotiation and execution of large scale complex transactions spanning public and private M&A, capital raisings, restructures, joint ventures and major projects. Prior to joining Brookfield, Ms Rihani worked as a solicitor at King & Wood Mallesons in their Sydney and Perth offices. Ms Rihani holds a Bachelor of Arts, Laws and Master of Laws from the Australian National University and Graduate Certificate in Finance from Macquarie University.
Currently editorial consultant to Dealreporter, Simon Segal established the Australian bureau of Mergermarket in 2005 where he was bureau chief and Asian editor of Dealreporter (2006-2009).
He is also a PhD candidate at Macquarie University researching the relationship between stakeholders and M&A, co-hosts the weekly Dealbook on Sky Business channel and contributes M&A commentary to The Australian.
He has some 30 years experience in researching, editing, writing and commenting on financial issues, specialising in M&A since 2005.
Mike Sum leads KPMG’s M&A Integration & Separation Advisory team in Australia. He has experience of over 180 mergers, acquisitions, divestments, joint ventures and strategic alliances in the last 20 years from across the world. His experience comes from PE and corporate clients across diverse industry sectors including consumer products, industrials, energy & resources, and financial services.
Mike is a regular invited guest speaker on M&A at Melbourne Business School, and the author of numerous M&A related articles and publications. He is a Graduate of the Australian Institute of Company Directors and the Chair of Australia’s largest independent NFP in the refugee space, the Asylum Seeker Resource Centre.
Daniel Teoh is an Executive Director in UBS’ Mergers & Acquisitions team based in Sydney. He has 12 years' experience advising corporate, private equity and government clients across APAC and the Americas.
Daniel has recently returned to Australia after spending 7 years abroad. He spent 5 in UBS’ Americas M&A team based in New York, advising clients on numerous complex situations including public company mergers and take privates, cross border transactions, activist investor campaigns, strategic portfolio reviews and private placements, with a focus on the firm's Industrials coverage efforts. Prior to this, Daniel spent 2 years in Hong Kong in UBS' Asian Industrials coverage team executing capital markets and M&A transactions across Greater China, South Korea, South East Asia and India.
Daniel began his career in UBS’ General Industrial coverage team in Sydney and graduated from the University of Sydney with a Bachelor of Commerce and Bachelor of Laws.