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Professor James Laurenceson is an economist and Director of the Australia-China Relations Institute at University of Technology Sydney. His commentary and analysis of China’s economy and Australia-China relations is regularly found in Australian Financial Review, The Australian, Sydney Morning Herald, South China Morning Post, amongst many others. Professor Laurenceson’s academic work has been published in leading scholarly journals including China Economic Review and China Economic Journal.
Serge has recently been appointed Head of Private Equity at Cbus. He previously spent nine years as portfolio manager at MLC Private Equity, and prior to that was a founding member of National Australia Bank’s global fund management arm nabInvest. He has also worked at management consulting outfit McKinsey and Company, and before that led a research team at Alcatel-Lucent.
Katie joined the Guardians of New Zealand Superannuation (Guardians) in February 2016. Katie is a Senior Investment Strategist in the RI team for the NZ Superannuation Fund. She is involved primarily in leading their engagement programme, working with external managers and driving positive investment across the Fund. She also provides support and expertise for the Fund’s Climate Change Investment Strategy. Currently Katie is leading a global collaborative engagement that is calling for the social media companies to strengthen controls to prevent the livestreaming and dissemination of objectionable content such as that of the Christchurch terror attacks. Katie is currently serving on the External Reporting Board’s Stakeholder Advisory Panel (XRAP) and is an observer on the NZ National Advisory Board for Impact Investing.
Steve is a Founding Partner of Potentum Partners. Formed in 2019 by senior members of Future Fund’s private equity team, Potentum Partners offers a new way for institutional investors to access and build world-class private equity programs.
Prior to Potentum Partners, Steve spent 11 years as Head of Private Equity and Investment Committee member at Future Fund, Australia’s sovereign wealth fund. He led the team that created Future Fund’s private equity strategy, building a A$27.5bn investment program that returned over 17% p.a. (hedged, in Australian Dollars) over 10 years. As an Investment Committee member, he was involved in the whole of portfolio strategic and tactical decision making.
Steve has over 30 years of private equity and corporate finance experience across Europe, Australia and New Zealand. His previous experience includes establishing a private equity program at the New Zealand Superannuation Fund, Co-Head of ANZ Private Equity, financial sponsors with SG Hambros in London and corporate finance at Ernst & Young in London and Auckland.
Steve is a graduate of the University of Auckland and holds a Masters of Commerce in Finance.
Amit Chand is a Portfolio Manager in Aware Super’s (fka First State Super) Private Equity team. His responsibilities include evaluating fund, co-investment and co-underwrite investment opportunities and monitoring investment performance across Private Equity and Venture Capital strategies. Amit has 15 years of experience. Amit previously worked at mid-market buyout private equity firm Crescent Capital Partners, where he was a member of the investment team. Prior to Crescent, he worked at McKinsey & Company serving a range of clients (including Private Equity) across Australia, New Zealand and the United States. Amit holds an MPA (International Finance) from Columbia University. He also holds a Bachelor of Commerce (Finance) and Bachelor of Science (Computer Science) from the University of Auckland.
Tammi is a Director of Private Equity at Future Fund, Australia’s Sovereign Wealth Fund, where she has responsibility for in excess of $22bn in assets invested in private equity and venture capital.
Tammi has over 18 years’ experience in the financial services sector in Australia, the USA and the UK, and holds a Bachelor of Commerce from the University of New South Wales, Sydney.
Jon is a Risk Partner responsible for the oversight of the firm’s investment analysis and portfolio management. Jon is based in the firm’s London office.
Jon started as Coller Capital’s first investment analyst and has held numerous roles within the investment team, working on transactions in all of the Coller funds. Prior to joining Coller Capital in 1996, Jon began his career with Arthur Andersen before moving on to working in the tax departments of Dowell Schlumberger and McDermott Engineering.
Jon has a BSc (Hons) in Banking and International Finance from Cass Business School, and is a Chartered Management Accountant.
Ben focuses on the development of institutional client and consultant relationships and works with other members of the investor relations team to serve the needs of Adams Street Partners’ clients.
Prior to joining the firm, Ben worked at Capital Dynamics as Managing Director and Chief Operating Officer of Asia, overseeing the firm’s business development efforts in Asia and North America.
Before Capital Dynamics, Ben served as Managing Director at Aircom International, focused on improving regional business performance. He also held senior business development positions at Convergys Corporation, Alliance Digital, Inc., and the JM Network.
Education:
University of Colorado, BBA
Investment/operational experience: 21 years
Languages: English, Mandarin Chinese
Michael joined MFI in 2018 as Portfolio Manager – Private Investments. In this role, Michael is focused on unlisted equity and property investments, including but not limited to direct investments, co-investments and fund participations in both asset classes. Michael’s mandate includes all parts of the capital structure.
James Lilico is a Portfolio Manager in the Private Markets team at Sunsuper, an $83 billion profit-for-members superannuation fund. His role encompasses portfolio construction, investment research, selection and execution and ongoing review and reporting across the private capital asset class.
The private capital portfolio is a programme of over $5 billion, which consists of primary and secondary fund investments and co-investments across the buyout, venture/growth and distressed/special situations areas. Mr. Lilico represents Sunsuper on various advisory boards in Australia and overseas.
Mr. Lilico has been with Sunsuper for over 10 years. Prior to this, he was at RMB Capital Partners and Grant Samuel. Mr. Lilico has a Bachelor of Science in Finance and a Master of Science in Decision and Information Sciences from the University of Florida.
Will MacAulay is General Manager, Unlisted Assets with HESTA, and is responsible for managing HESTA’s private asset investment portfolios including Infrastructure, Property, Private Equity, and Insurance Linked Securities. Prior to HESTA Will has held roles with Wilshire Private Markets and MLC Private Equity.
Will holds a Bachelor of Commerce and a Bachelor of Science from the University of Melbourne, is a Chartered Financial Analyst, and is a Member of the Australian Institute of Company Directors.
Jenny Newmarch is the Senior Portfolio Manager for Private Equity at Aware Super, the second largest profit for-member Superannuation Fund in Australia with AUD $130 billion in funds under management. Aware Super’s private equity portfolio is over AUD 6 billion as at 30 September 2020 and is invested globally in a concentrated portfolio of funds and co-investments in strategies ranging from venture capital to buyouts. Jenny has over 12 years experience in private equity as an asset allocator and adviser and has over 20 years experience in the investment field having started her career as an investment consultant and actuary in the UK.
Jenny is a graduate of Imperial College London, a Fellow of the UK Institute of Actuaries and a Graduate of the Australian Institute of Company Directors.
Yar‐Ping leads the Primary Investment Team’s practice in Asia and actively participates in all investment decisions. She also manages relationships with several of Adams Street's GPs in the region. Prior to joining Adams Street, Yar‐Ping was a Senior Vice President of GIC Special Investments (GICSI), which is the private equity arm of the Government of Singapore Investment Corporation. She spent more than a decade at GIC and worked in their New York, Redwood City, and Singapore offices. Yar‐Ping was the Head of Asia/Emerging Markets based out of Singapore, leading GIC Private Equity’s investments in leveraged buyout funds, growth capital funds, and co‐investments.
Yar‐Ping is a member of the Adams Street Partners Primary Investment Committee. She has co‐authored the following whitepapers, “An Inside Look at the Private Market in Asia” and “Asia Private Equity: Identifying Opportunities in Disrupted Markets.”
Education:
University of Melbourne, Bcom, with honors
University of California at Berkeley, Walter Haas School of Business, MBA
Investment/operational experience: 24 years
Languages: Cantonese, English, Hokkien, Malay, Mandarin Chinese
Neil Stanford is the Head of Private Equity at the $19 billion Hostplus superannuation fund. He joined joined Hostplus in mid-2014 and leads its investment initiative across Private Equity and Venture Capital. The Fund has expanded its internal Investment Strategy team over the last few years, as it endeavours to become a more engaged investor.
Prior to joining Hostplus, Neil was a Consultant at JANA Investment Advisors for 6 years where he had a range of consulting and research responsibilities, with a particular focus on Private Equity. Prior to that, Neil was with Russell Investments in a broad Private Markets role covering Private Equity, Infrastructure and Hedge Fund strategies. In addition, Neil has held a number of IT and Engineering roles for 10 years. Neil holds a Bachelor of Engineering and an MBA.
Ms. Tavill is the global head of responsible investment, leading all ESG and impact initiatives across all businesses and investment strategies at StepStone Group, a global private markets investment firm focused on providing customized investment solutions and advisory and data services to some of the most sophisticated investors in the world. With more than US$484 billion of private markets allocations, including over US$109 billion of assets under management as of June 30, 2021, StepStone covers the spectrum of opportunities in private markets across the globe. Ms. Tavill is also a member of the private equity team.
Prior to StepStone, Ms. Tavill was responsible for AMP Capital’s global alternative investment platform that included private equity, infrastructure and real assets. Before that she spent five years at Van Eyk Research in Sydney, the last four as head of research. Before moving to Australia, she was an executive director at Goldman Sachs Investment Management, responsible for their UK small-and mid-cap portfolios.
Ms. Tavill received a MSc in finance and economics from the London School of Economics, in addition to a BBS with honors in economics and honors in finance from the University of Cape Town, South Africa.
Alex Wilmerding is a member of the Pantheon global investment team and the Pantheon Asia Regional Investment Committee. He also manages Pantheon’s Asian investor relations. Prior to joining Pantheon, Mr. Wilmerding was a Director at Citi Private Bank with a focus working with financial sponsors including private equity and venture funds and distribution of alternatives. He previously spent nine years as a Partner at Boston Capital Ventures where he sourced, structured, and managed growth and venture investments. Prior to working for Boston Capital Ventures, he served as Commercial Manager Eastern China for the Fednav Group, as well as in executive management positions for the Swire Group in its subsidiaries Cathay Pacific Airways and Cathay Dragon based in Hong Kong, Shanghai, and Jakarta. Mr. Wilmerding has a BA from Yale University and MBA from Columbia Business School.
Kathryn Young is Head of Investments for Cambooya Pty Ltd, which is one of Australia’s longest-running family offices. In that role she guides investment selection and portfolio construction across a wide range of assets, both listed and unlisted. She has more than 15 years of investment experience in Australia and the United States. She spent much of that time in manager research for Morningstar, ending her tenure there as Director of Manager Research Ratings, Aus/NZ. She completed her MBA at the University of Chicago Booth School of Business and is a CFA Charterholder.
David Bluff is a Managing Director and leads Carlyle’s buyout business in Australia and New Zealand.
Since joining Carlyle in 2008, Mr. Bluff has been actively involved with Carlyle’s investments in iNova Pharmaceuticals, Accolade Wines, Healthscope, Qube Logistics and Coates Hire.
Prior to joining Carlyle, Mr. Bluff worked with SABMiller plc, where he was responsible for acquisitions in Europe and the Americas, and J.P. Morgan's M&A teams in Australia and the United Kingdom.
Mr. Bluff graduated from The University of Queensland and was awarded the University Medal.
Jeff is the CFO of InCloudCounsel. Prior to InCloudCounsel, Jeff was a Managing Director at H.I.G. Capital in San Francisco. Earlier, Jeff worked in technology investment banking at J.P. Morgan and product management at Salesforce.com. Jeff holds an M.B.A. from Harvard Business School and undergraduate degrees in business and psychology from the University of Colorado. Outside of work, Jeff enjoys skiing, mountain biking, live music, photography, and spending time with his wife and two boys.
Tim Burroughs is managing editor of Asian Venture Capital Journal, having joined the publication in May 2011. He is responsible for all editorial content put out under the AVCJ brand, including Asian Venture Capital Journal, AVCJtv, AVCJ Awards and AVCJ.com. Tim previously spent five years at China Economic Review, serving as editor-in-chief and then editorial director. Located in Greater China since 2003, during which time he has lived in Beijing, Qingdao and Hong Kong, Tim has been a China-based contributor for publications including The Sunday Times, Sunday Telegraph, BBC and China Daily. Prior to moving to China, he trained and worked as a journalist in the UK. He was honored at the Society of Publishers in Asia awards in 2007, 2008 and 2010, and at the State Street Institutional Press Awards - Asia in 2012.
Grant Chamberlain is a Partner of OneVentures and serves on the Investment Committee of the 1V Venture Credit Fund IV and the OneVentures Growth Fund V. Prior to this, Grant was Australian Head of Mergers & Acquisitions and Financial Sponsors for Bank of America Merrill Lynch.
He has over twenty years’ experience in Australian and cross border mergers and acquisitions, joint ventures and capital markets at global investment banks Bank of America Merrill Lynch, Deutsche Bank and Nomura and has a broad range of experience across industries including technology, healthcare, consumer goods, financial services and natural resources.
Grant has led many of the largest and most complex transactions in Australia in recent years including Woodside’s offer for Oil Search, Iron Mountain’s acquisition of Recall, CSC’s acquisition of UXC, Wilmar and First Pacific’s acquisition of Goodman Fielder, Dai-ichi Life’s acquisition of Tower Australia, Kirin’s acquisition of Lion Nathan, Cephalon’s acquisition of Arana Therapeutics and its investment in Mesoblast, Foster’s acquisition of Southcorp and Webcentral’s merger with Melbourne IT.
Grant currently serves as non-executive director and member of the audit and remuneration committees of Immutep Limited, an ASX and NASDAQ listed immuno-oncology research company.
He holds an LLB (Hons) and B.Com from the University of Melbourne.
Mark Chiba is Group Chairman and Partner of The Longreach Group. The Longreach Group is an established independent private equity firm with offices in Hong Kong and Tokyo. The Firm focuses on Japan and related Greater China control buyouts in the mature industrial and technology, consumer, business services and financial services sectors. The Firm manages three Funds which have accumulated approximately US$2.1 billion of committed limited partner and co-investment capital.
Mark co-founded The Longreach Group in late 2003. Mark's lead responsibilities at Longreach include firm management, senior relationship driven investment sourcing and execution, and building the firm's global capital base and networks.
Before co-founding Longreach, Mark served as Chief Executive Officer and President of UBS Securities Japan, Member of the Global Investment Banking Management Committee and Chairman of the Asia-Pacific Investment Banking Management Committee, Head of Japan Investment Banking and as a member of the UBS Global Investment Bank Board. Previous to these roles, Mark headed the UBS Asia-Pacific Financial Institutions Group.
Mark is an Australian citizen, resident in Hong Kong. He holds First Class Honours degrees in Economics (University of Melbourne) and Law (University of Sydney). Mark is a Rhodes Scholar with a Master of Philosophy degree in International Relations (with Distinction) from Oxford University.
Alister is the founder and Managing Partner of Folklore, a first cheque venture capital firm backing startups built by Australian and New Zealand founders with global ambition and three funds under management.
Alister has more than 15 years’ experience as a VC, founder and adviser to technology companies in the region. Prior to starting Folklore in 2013, he co-founded ShippingEasy, an eCommerce fulfilment automation SaaS (acquired in 2016), and invested in technology companies directly and through corporate roles.
Marcus joined Quadrant Private Equity in March 2006. Marcus has nearly 30 years of private equity experience starting in the UK with NatWest Ventures (now Bridgepoint). He joined AMP in 1994 as Joint Head of Private Equity where he completed several major buyouts including Tasman Building Products. Marcus has been a member of the Quadrant Investment Committee for every fund from QPE I to QPE VII and heads Quadrant’s Growth Fund. He is a Director of Quadrant investees Journey Beyond, Enrich Health Group ..plus the other five.
Based in Geneva, he leads the overall strategic development of Flexstone Partners. He serves on the European Audit Committee, the Global Advisory Investment Committee, the US, European and Asian Investment Committees and the Compensation Committee.
Eric founded Euro Private Equity in 2005, a predecessor to Flexstone Partners. Previously, he was the Director of DB Capital Venture Partners, the European Venture Capital arm of Deutsche Bank in London and Dubai. Previously, Eric was an investment executive at CSFB Private Equity in London, where he worked primarily on pan-European Buyouts investment opportunities. Earlier, he worked in structured finance with BNP Paribas in Sao Paulo, Paris and New York, specializing in leveraged buyouts, infrastructure financing, mezzanine debt and investments in private equity funds.
Eric earned his MBA from Harvard Business School and his BS in finance from Neoma (France).
He currently sits on the advisory board of several private equity funds and is a past board member of several private and publicly traded companies as well as not-for-profit organizations.
Yasser commenced as Chief Executive of the Australian Investment Council (formerly AVCAL) in November 2013. He is responsible for leading the strategic direction of the organisation’s work in representing the private capital investment industry in Australia.
Yasser works closely with the Council’s 200 member firms, as well as other key stakeholders within the financial services and superannuation sector, to engage with the federal government on key policy reforms that will help to drive business competitiveness and productivity for the long-term prosperity of the Australian economy.
He has more than 25 years’ experience as a business adviser and public policy expert. Prior to joining the Australian Investment Council, Yasser was a senior executive at Chartered Accountants Australia and New Zealand, and has held positions with the Treasury Department, PwC, Rio Tinto and Frasers Property Group. He is a Chartered Accountant and holds a Bachelor of Commerce from the Australian National University and a Master of Taxation Law from the University of New South Wales.
Nick Gainsley is a Partner at OneVentures and leads the credit practice of the firm. He also serves on the Investment Committee of the 1V Venture Credit Fund IV and the OneVentures Growth Fund V.
Nick has 15 years of debt experience both in direct lending and advisory, in Europe and Australia. Specifically he has over 8 years of venture credit experience having led investments to over 100 high growth technology companies.
Prior to joining OneVentures in May 2019, Nick was based in the UK and was a Principal at Kreos Capital, Europe’s largest growth debt fund. His experience there covered deal origination, execution and portfolio management for a significant number of transactions across European markets. He has wider sector experience across technology sub-sectors including FinTech, software, cybersecurity, hardware, e-commerce/DTC, AdTech and life science, investing in both private and public companies.
Prior to this, Nick was a Manager at KPMG in London within the Debt Advisory team where he was involved in managing and advising on a range of debt transaction from mid-market to large cap. Transaction experience covered leveraged finance, corporate refinancing, capital market issuance and strategic financing advice.
Nick holds an BSc (Hons) in Management from UMIST, UK. He is also an Associate member (AMCT) of the Association of Corporate Treasurers in the UK. He is a keen skier and loves to travel the world.
Mr. Ganley is a managing principal and member of the Investment Committee for CarVal Investors, responsible for leading the firm’s investment strategy and management, as well as distressed corporate credit investments in the U.S. and Europe. In addition, he leads risk and portfolio management across CarVal’s credit funds and investments globally. Prior to joining CarVal in 2009, Mr. Ganley was a managing director for the Special Situations Group at Goldman Sachs in Europe where he focused primarily on corporate credit investments including distressed credit, high-yield credit, event-driven investing and liquidations. Mr. Ganley received his M.B.A. from the University of Chicago and his B.S. in finance and accountancy from Villanova University and is a Certified Public Accountant (inactive).
CarVal Investors is an established global alternative investment fund manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, our experienced team has navigated through ever-changing credit market cycles, opportunistically investing $128 billion in 5,525 transactions across 82 countries. Today, CarVal Investors has approximately $10 billion in assets under management in in corporate securities, loan portfolios, structured credit and hard assets.
Craig is the Managing Partner of Allen Partners, a fund placement and capital advisory business he co-founded in 2009. Allen Partners clients include leading global and local alternative and traditional asset managers seeking to develop relationships and raise capital from the Australian and New Zealand institutional and wholesale retirement savings capital market, and also advises Australian companies on M&A and growth capital raising strategies.
Prior to Allen Partners, Craig was a Senior Principal with Merrill Lynch Global Private Equity, the private equity investing arm of Merrill Lynch & Co. In this capacity, Craig was responsible for the origination and execution of late stage buy-out transactions and was a board director of portfolio company Veda Advantage, the credit bureau of Australia and New Zealand. Craig was a member of the MLGPE global investment committee.
Previously, Craig spent six years in the Investment Banking division of Merrill Lynch & Co. in Sydney and New York focusing on mergers & acquisitions and capital raisings for consumer products companies, industrial companies and financial sponsors. Other corporate finance roles with Barclays de Zoete Wedd (BZW), Southpac Corporate Finance and Air New Zealand. Craig holds a Master of Commerce (Hons) degree in Finance and a Bachelor of Commerce degree from the University of Auckland.
Frank Heckes joined EQT Partners in October 2020 as a Partner in the Sydney office.
Prior to joining EQT Partners, Frank spent ten years at Archer Capital in Sydney, where he was a Partner and member of the firm’s Investment Committee. Previously, he spent five years in the private equity team of TPG Capital in London and commenced his career in the Investment Banking division of Credit Suisse First Boston in London and Melbourne. From 2016 until 2019 he also served as a Director for Australia’s peak private capital industry body, the Australian Investment Council.
Frank graduated from the University of Melbourne with Bachelor of Science and Bachelor of Commerce (Honours) degrees.
Tony Holt is a Co-founder and Partner of Square Peg Capital. From inception in 2012, Square Peg today is a venture capital fund that invests in Australia, Israel and Southeast Asia with a focus on Series A and Series B.
Tony has deep experience in technology, media and telecom investing and advising and has worked and lived in Melbourne, New York, Sydney and Asia. From 1991 through 2006, Tony was with Merrill Lynch in the Investment Banking division. From 2006 through 2008, Tony was a Managing Director at Citigroup’s Sydney Investment Banking Group and Head of its TMT business in Australia and New Zealand. In 2008 Tony joined Macquarie Capital where he worked until co-founding Square Peg Capital. While at Macquarie Tony held a variety of roles including co-head of TMT for Asia and Head of Principal Investments for Macquarie Capital Asia.
Peter Kalan is a Operating Partner in the Navis Sydney office, responsible for working with portfolio company management teams on strategy and operational improvements.
Peter Kalan joined Navis in 2012. He has worked on Guardian Early Learning Group, Modern Star, Mainland Poultry, and Device Technologies. His areas of expertise include merger integration, supply chain efficiency, and salesforce effectiveness. Prior to Navis, Peter held senior roles in other private equity portfolio companies, PepsiCo, and the Boston Consulting Group.
Peter holds an MBA from Dartmouth College (USA), and a BA from Brown University
Anthony Kerwick is a Managing Director of Australian Private Equity firm Adamantem Capital. Adamantem invests in mid-market opportunities in Australia and New Zealand and manages over $1.3bn of capital for global institutional LPs. Anthony has extensive experience in private equity, company directorships and management consulting.
Mr. Kerwick was a Managing Director at Pacific Equity Partners from 2004 to 2014, having joined the firm in 1999. Prior to this, he spent three years at Bain & Company as a global strategy consultant.
Mr. Kerwick is a graduate of the Australian Institute of Company Directors. He received a Bachelor of Commerce (Hons) and a Bachelor of Laws (Hons) from University of Queensland.
Simon is part of the investor relations team at Permira. Permira is a global investment firm that finds and backs successful businesses with ambition. Founded in 1985, the firm advises funds with a total committed capital of approximately €32 billion. The Permira funds make long-term investments in companies with the ambition of transforming their performance and driving sustainable growth. Over the last 12 months the firm has raised over €9 billion in equity capital across the private equity and debt businesses as well as significant LP co-investments.
Prior to joining Permira, Simon worked for Campbell Lutyens, as an LP relationship manager focused on Australasia and the Middle East for three years. Before that, he spent time with Babcock & Brown and Macquarie in the Middle East and with the private equity team at ANZ based in New Zealand.
Matt Klein is a Senior Partner of ERM and leads the Low Carbon Economy Transition Director business in the Asia Pacific Region. ERM is the world’s leading sustainability consulting firm and has a long history of partnering with Private Equity. Matt’s role is to lead ERM’s services in climate change, renewable energy, gas transition and retirement of fossil fuel intensive assets across ERM’s 26 offices in Asia Pacific. He has more than 25 years’ experience in industry and consulting, providing commercial and strategic advice to executives across many industries, including Finance, Infrastructure, Power, Mining and Oil and Gas.
Matthew Koertge is a Managing Partner of Telstra Ventures. Telstra Ventures manages over A$1B FUM with a team based in Australia, USA and China which has invested in 74 companies around the world of which 27 have achieved liquidity events so far. Since its inception in 2011, Telstra Ventures has generated more than A$450M of revenue for its portfolio companies across 1,250 customers. Matthew has more than 20 years experience in the venture capital industry including leadership positions at Deutsche Bank Capital Partners, Macquarie Bank and Accede Venture Partners and he has worked with around 200 private equity backed companies including many successful acquisitions and IPOs. Prior to this, Matthew started his career as a software/hardware design engineer and project manager at Fujitsu. Matthew holds degrees in Engineering, Law and Business Administration and is a Fellow of the Australian Institute of Company Directors.
Ken Licence joined Principle in 2009 and was appointed to the role of Managing Director in December 2010. Mr. Licence has over 25 years’ financial services experience across a range of investment strategies including property, private equity and infrastructure. He has held senior management positions with Lend Lease, Deutsche Asset Management, and CP2, assisting major domestic and international institutional clients.
Mr. Licence has been a Board Member of the Association of Superannuation Funds of Australia (NSW) and holds a Bachelor\ of Commerce from Griffith University and a Masters of Business Administration from the University of Queensland.
David Lyon is a Managing Director of Neuberger Berman and Co-Head of the Private Credit business for NB Private Equity. He is a member of the Private Debt and Credit Opportunities Investment Committees. Prior to joining Neuberger Berman in 2014, he was the Director of Research at Ellis Lake Capital, a $500 million event-driven credit hedge fund based in New York. Before Ellis Lake, David was one of three professionals responsible for the day-to-day management of the Credit Opportunities Group, a multibillion-dollar portfolio of credit and equity investments at D. E. Shaw. There, he was also responsible for the private equity efforts in the Credit Opportunities Group and sat on several public and private company boards. Before that, David was a Managing Director at The Cypress Group, a $3.5 billion private equity fund, where he was a member of the Investment Committee. Prior to Cypress, he was one of five original professionals at Och-Ziff Capital Management and worked in the Mergers & Acquisitions department of Goldman Sachs. He earned a MBA from Harvard Business School and a BA in Philosophy from the University of Notre Dame, where he graduated summa cum laude and Phi Beta Kappa.
Elicia is a Partner at AirTree and has been part of the investment team since 2016. AirTree is an early and growth stage venture capital fund managing over half a billion dollars of funds under management. AirTree backs technology entrepreneurs who are solving some of the world's most ambitious problems and their investments have clustered around sectors such as machine learning, energy, fintech, healthcare, and enterprise software. Prior to AirTree, Elicia worked in Enterprise Sales at LinkedIn and a B2B SaaS start-up in Sydney. She also worked in Investment Banking as part of the Technology, Media and Telecommunications M&A team at Credit Suisse. Elicia has a Bachelor of Laws (First Class Honours) and a Bachelor of Commerce (Finance) from the University of Sydney.
Mr. Michelini is a Senior Partner and Head of Apollo Asia Pacific. He also Co-Founded and Co-Leads Apollo’s Hybrid Value strategy. Mr. Michelini has played a pivotal role in a number of Apollo’s largest growth initiatives, including Athene, Hybrid Value, Apollo Dedicated Insurance Program, Natural Resources, and the creation of the Financials Group. Upon joining Apollo in 2006, Mr. Michelini spent several years in the firm’s Private Equity business, where he was focused on deals in media, financial services, and metals & mining across a number of geographies. Previously, Mr. Michelini was a member of the Mergers & Acquisitions group at Lazard Frères & Co. Mr. Michelini serves on the board of directors of Athene Holding Ltd. and Venerable Holdings, and previously served on the boards of Aleris Corporation, Metals USA, Noranda Aluminum, One Main Financial, and Warrior Met Coal. Mr. Michelini received his MBA from Columbia University and graduated from Princeton University with a BA in mathematics and a Certificate in finance.
Natasha Morris is Director, Responsible Investing at Adamantem Capital.
Natasha has over fifteen years of experience across the social and private sectors in both Australia and the UK. Prior to joining Adamantem Capital, Natasha spent nearly 10 years in the social sector, working across impact investing, operations, strategy and venture philanthropy (at Social Ventures Australia and The Centre for Evidence and Implementation). Prior to that Natasha worked in infrastructure funds management, including deal execution and asset management (at Hastings Funds Management) and project finance (at King & Wood Mallesons in Australia and Norton Rose in the UK).
Natasha holds a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales and a Graduate Certificate in Social Impact from the University of New South Wales.
Tony Moussa is the Partner in Charge of the Sydney office of KPMG’s Debt Advisory business which specialises in providing independent structuring advice and capital arranging services to borrowers across a range of sectors. KPMG’s team is the largest independent debt adviser in the Australian market with over 35 professional advisers in all major State nationals and has deep relationships with the full range of capital from banks, investment banks, life insurers, super and sovereign funds, through to domestic and offshore credit and private equity funds.
Tony has over 30 years of experience gained across all aspects of investment banking, corporate advisory, global markets, debt and equity products, securitisation, structured and leveraged finance; bank lending, institutional and family office debt and equity investing; and private equity, venture capital, mid-market corporate restructurings recapitalisations, startups and fintechs, with particular focus on the real estate, financial services and technology sectors.
Prior to joining KPMG in early 2018, Tony held senior roles which included roles at CPE Capital, ANZ Bank (Head of Private Capital), Deutsche Bank (Head of Commercial Real Estate), Westpac and Clayton Utz. Tony has extensive experience advising institutional, corporate and private equity clients on a range of financing related initiatives associated with specific and portfolio acquisitions and divestments, corporate mergers and acquisitions generally, refinancings, restructures and recapitalizations.
Chester Moynihan is a founding Partner of Allegro Funds. Mr. Moynihan has over 25 years’ experience in private equity investing, turnaround and restructuring, corporate advisory and executive management. Prior to Allegro Mr. Moynihan worked at Permira Advisers in London, Gresham Private Equity in Sydney and KPMG in both New Zealand and South Africa.
Mr. Moynihan is a qualified Chartered Accountant and has a Bachelor of Commerce degree with post-graduate honours from the University of Natal, South Africa. Mr. Moynihan also holds an Investment Management Certificate from IMRO, London and has completed the IPAA course, Advanced Insolvency Law & Practice II, from the University of Southern Queensland.
Mr. Moynihan is currently on the boards of Perth Radiological Clinics, Questas Group, Journey Beyond Group, The Interiors Group (New Zealand) and Pizza Hut Australia.
Lincoln Pan is a Partner of PAG, a leading Asia-based alternative investment fund managing over US$40bn in capital, and the co-head of the Private Equity business.
Lincoln has led work for many of PAG’s overseas investments, including Unispace, Edelweiss Wealth Management, Gamot API, Craveable Brands, Joyson Safety Systems, Cushman & Wakefield, Lexmark International, Fenix Technologies, Food Union Group, The Cheesecake Shop and Young Toys. He is on the public board of Cushman & Wakefield (NYSE: CWK) where he chairs the Nomination & Governance Committee and is a member of the Compensation Committee, and Regional Express Limited (ASX: REX) where he is a member of the Audit Committee.
Prior to joining PAG, Lincoln was Regional CEO, Greater China for Willis Towers Watson. He previously worked with Advantage Partners, a leading private equity firm in Japan, GE Capital, McKinsey & Company and Simpson Thacher & Bartlett. Lincoln holds a JD from Harvard Law School and a BA from Williams College.
Rob Petty is Co-CEO and Co-CIO of Fiera Capital (Asia). Since founding the Clearwater Funds in 2001 along with Amit Gupta, they have invested profitably across credit market cycles, investment sectors and geographies, building an Asia-focused business that is one of the oldest and largest credit investing firms in the region. Today, Rob leads an Asia-dedicated credit investment team, with broad expertise in Asia incorporating strategies across direct lending, secondary credit and special situations through multiple pools of capital.
Rob is responsible for Fiera Capital’s Asian Credit business, along with Amit Gupta. Prior to founding Clearwater, for fifteen years, Rob worked as a capital committer for international and Asian credits at Lehman Brothers, Peregrine Fixed Income, and with Marc Lasry at Amroc Investments.
Rob lives in Hong Kong and holds a bachelor of arts degree in Political Science from Brown University. Rob has served on multiple for-profit and non-profit boards over his 35-year career and currently sits on the board of two China-based portfolio companies and EngenderHealth, a non-profit organization that focuses on women’s health worldwide.
Kevin has more than twenty years’ experience in global capital markets and corporate advisory, encompassing all aspects of capital raising, associated structuring and risk management in public and private markets.
Kevin joined CPE Capital (CPEC) in 2018, where his responsibilities include the sourcing and execution of financing and capital solutions for CPEC’s portfolio companies and new transactions, as well as the broader fund raising and co-investment activities of CPEC.
Prior to joining CPEC, Kevin worked in investment banking, holding senior roles in the Global Market Solutions Group at Credit Suisse in London, Goldman Sachs Financing Group in Sydney and most recently at Greenstone Partners.
Kevin holds a Bachelor of Economics (with Honours in Economics and Finance) from the University of New South Wales.
Jo Saleeba is the Head of Sustainability for New Forests, primarily responsible for overseeing the management, execution, and continuous improvement of New Forests’ responsible investment-related policies, systems, reporting and procedures. Jo has a distinguished career in responsible investment as an institutional investor. She was the inaugural CEO of the Investor Group on Climate Change (IGCC) in Australia, and has extensive experience with some of the most progressive superannuation funds, and with corporate and investment clients in her own consulting business.
Jeremy Samuel is the founder and Managing Director of Anacacia Capital, leading one of Australia's largest investments teams focused on the middle market.
The firm manages >$700million investing into leading small-medium enterprises. Anacacia Capital have won numerous awards including the 2019 Australian Investment Council Firm of the Year.
Jeremy is a non-executive director of Anacacia portfolio companies: Duncan Technologies, Opteon, Pump and Sureway. He was the former lead director for Anacacia's successful investments into: Appen, Big River, Home Appliances, Lomb Scientific, Rafferty's Garden and Yumi's Quality Foods.
Jeremy holds an MBA from Yale University School of Management and Arts/Law degrees from the University of NSW.
Niki is a co-founder of Blackbird, a venture capital firm with the mission to be a partner to the greatest business stories born from Australia and New Zealand. Prior to Blackbird Ventures, he founded Startmate, an accelerator that helps nerds with ideas become great CEOs and build global startups. Earlier, he co-founded two software companies.
Blackbird partners with founders at the very beginning and surrounds them with a community of other founders who have built successful technology companies before. The firm was founded in 2012 and currently manages $1.3 billion dollars.
Kyle is the Founder and Managing Partner of ShawKwei & Partners, a private equity investment firm established in 1998. ShawKwei & Partners has offices in Hongkong, Singapore, and Shanghai managing investments in Asia, Europe, and the USA. Kyle’s private equity experience before ShawKwei & Partners included managing Asian private equity businesses for Security Pacific National Bank and then the Tudor Group. Kyle has served as a director of several Asian and European industrial and service companies including as founder and director of Flex Ltd. (formerly known as Flextronics International Ltd).
Kyle received an MBA from the Wharton School at University of Pennsylvania, a BS in Commerce from the McIntire School of Commerce at the University of Virginia, as well as studied Mandarin Chinese at Taiwan’s National Normal University.
James Viles is a partner in Bain & Company's Sydney office, where he leads Bain’s Sydney PE advisory practice and specializes in Healthcare. He has 17 years of consulting experience across Australia, London and Africa mostly focused on working with PE sponsors.
James has deep experience in advising local and global private equity companies across the ownership life cycle, with a particular focus on diligence (>100 diligences completed and counting) and PE portfolio company value creation.
James has deep experience across all major healthcare provider segments, from allied health to hospitals, with a particular focus on rapid performance improvement / transformation.
Outside of Bain James is on the Board of Life Circle, a charity that assists corporate decision makers and carers avoid regrettable deaths for those in their care, and Thud, a direct to consumer sports nutrition company.
He holds an MBA with distinction from INSEAD France / Singapore and an MA (Oxon) from Oxford University.
David Willis is a Transaction Services Partner and National Head of Private Equity at KPMG.
Mr. Willis joined KPMG in January 2006 (after 11 years with Deloitte in Australia and the United Kingdom) and was admitted to partnership in 2007. David has worked in Transaction Services for 15 years, focussing exclusively on Private Equity since 2001.
Shannon Wolfers joined Pacific Equity Partners in 2006. Prior to joining PEP, Mr. Wolfers was with Bain & Company in Australia and SE Asia. Mr. Wolfers was a University of Sydney Scholarship holder where he received a first class honours degree (BEcon) and the University Medal.