+ About Peter Switzer
Peter Switzer is one of Australia’s leading business and financial commentators, launching his own business 20 years ago. The Switzer Group has since grown into three successful companies spanning media and publishing, financial services and business coaching.
Peter is an award-winning broadcaster, twice runner-up for the Best Current Affairs Commentator award for radio, behind broadcaster Alan Jones. A former lecturer in economics at the University of NSW, Peter is currently:
- weekly columnist for Yahoo!7 Finance
- a regular contributor to The Australian newspaper and ABC radio
- host of his own TV show, Switzer and Grow Your Business, on SKY News Business
- regular host of the Super Show on 2GB radio.
Dear Peter, What fun! You are really very good at what you do. I appreciated our time together and wish you continued success in all you do. Have fun (I know you will).
Jack Welch, former CEO, GE, and ‘Manager of the Century’ (Fortune magazine)
Peter, It was great to have worked with you – you really made the event come alive. I hope you enjoyed yourself. I know Steve Ballmer [CEO, Microsoft Corporation] did.
John Galligan, Director of Corporate Affairs & Citizenship, Microsoft Australia
Here’s a home truth, my only real education – or teacher who I actually ever listen to – is your interviews on Qantas. So thank you with sincere respect.
Sean Ashby, Co-Founder, AussieBum
Peter did a wonderful job on the night; keeping the program moving, working around changes to the run sheet, and ensuring each award recipient, and our sponsors, were made to feel welcome and important. The feedback received from those attending has all been extremely positive.
Peter Mace, General Manager NSW, Australian Institute of Export
Peter, We would like to congratulate you for performing your master of ceremonies role in such a professional, entertaining and informative manner. We were impressed by your ability to tease out each winner’s story so that the audience gained maximum benefit from their collective business experiences.
Greg Evans and Nicolle Flint, Directors, Australian Chamber of Commerce and Industry
Hi Peter, I listened to you speak this morning and thought you were amazing. I am an accountant and in risk management and have never thought about doing a SWOT on myself – thanks for the tip!
Serife Ibrahim, Stockland Corporation Ltd
Dear Peter, Thank you for your valuable contribution to this year’s forum. Ninety-two per cent of delegates rated your presentation highly, commenting on its useful and topical content.
Catherine Batch, Head of Marketing and Communications, Indue
Peter has facilitated our CEO and CFO symposiums over the last three years. A true professional, he takes away the stresses of hosting and organising an event.
Justine Goss, Strategy Group
Wednesday, July 27, 2016
+ About David Speers
David Speers is Political Editor at SKY NEWS and anchor of PM Agenda and The Nation on SKY NEWS National.
PM Agenda sees David talk to the key newsmakers and dissect what the day's events will mean. The Nation is a one hour program that allows for one of the most in-depth policy discussions on Australian television.
David is one of Australia's most respected political journalists and interviewers. He has been chosen to host every debate and forum at the last three federal elections and has interviewed a number of world leaders, including US President George W. Bush at the White House.
Between elections he is one of the busiest and best connected correspondents in Canberra.
David joined SKY NEWS as Political Editor in 2000 and has since seen the channel grow to become the home of political and national affairs coverage in Australia.
He hasn't been confined to the Press Gallery in that time, traveling extensively across the country and abroad.
David has covered the last three Presidential elections in the United States and reported from China, India, Afghanistan, Indonesia and throughout Europe.
In 2013 David was elected President of the Parliamentary Press Gallery which he joined in 1999. He is also the Director of the National Press Club and winner of more than 10 ASTRA Awards.
Prior to joining SKY NEWS, David worked as a Political Reporter for a number of radio stations in Canberra and at New South Wales Parliament in Sydney.
Follow David Speers on Twitter @David_Speers
Friday, July 22, 2016
+ About Paul Rickard
Paul Rickard has more than 25 years’ experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. Paul was the founding Managing Director and CEO of CommSec, and was named Australian ‘Stockbroker of the Year’ in 2005.
In 2012, Paul teamed up with Peter Switzer to launch the Switzer Super Report, a newsletter and website for the trustees of SMSFs. A regular commentator in the media, investment advisor and company director, he is also a Non-Executive Director of Tyro Payments Ltd and Property Exchange Australia Ltd.
Follow Paul on Twitter @PaulRickard17
Thursday, July 21, 2016
+ About Michael McCarthy
Michael McCarthy is chief market strategist for CMC Markets in Australia. He has over 30 years of experience in financial markets – specialising in equity trading and trader education.
Wednesday, July 13, 2016
+ About David Bassanese
David Bassanese is one of Australia’s leading economic and financial market analysts, who has authored several investment books and works in a number of advisory roles.
David is Chief Economist at BetaShares, which involves providing economic and investment portfolio advice to both retail and institutional investors. David is also an economic advisor to the National Institute for Economic and Industry Research.
Prior to these roles, David was Economics Commentator with The Australian Financial Review, where is regular “Bassanese” column appeared three times per week, as well as monthly in Smart Investor Magazine.
David’s analysis and commentaries cover local and international economic trends, interest rates, the exchange rate, and share market analysis.
Prior to becoming a Fairfax business columnist in 2003, David spent several years in financial markets as a senior economist and interest rate strategist at Bankers Trust and Macquarie Bank. David started his career at the Federal Treasury in Canberra, after which he spent several years as a research economist at the Organisation for Economic Cooperation and Development in Paris, France.
David has authored two e-books: The Australian ETF Guide: cheap and easy investment strategies using exchange traded funds (ETFs), and The Australian Investor’s Guide to Asset Allocation.
David has a first class honours degree in Economics from the University of Adelaide, and a Master in Public Policy from the J.F Kennedy School of Government at Harvard University.
Wednesday, July 27, 2016
+ About Steve Price
Steve Price has been hosting 2GB nights between 8p.m. and midnight since the end of April 2012. And Steve is this year celebrating 40 years in journalism working across radio newspapers and television.
As well as his nightly talkback program on Australia’s leading talkback station Steve is weekly regular co-host on Channel Ten’s national news program The Project and does a weekly Sydney cross every Thursday. Steve also writes a weekly column for News Limited and appears as he has for 20 years twice weekly on New Zealand breakfast radio.
Steve started as a copy-boy and cadet in Adelaide on the Adelaide News the first Australian newspaper owned by Rupert Murdoch. He was the Melbourne correspondent for the Adelaide News at age 21 and shifted to the Melbourne Herald afternoon newspaper in the late seventies.
Steve stayed in print until 1987 and left as the Herald’s Deputy Editor to join Melbourne’s Radio 3AW taking over as program director in 1989 and taking on the dual role of programming and presenting the AW Drive program in 1993. Steve was recognised as Australia’s best program director, current affairs presenter and talk personality numerous times through the nineties.
In 2002 he shifted to Sydney and breakfast on 2UE presenting Drive and Mornings before Macquarie Radio convinced Steve to return to Melbourne to establish their Melbourne talk station MTR where he hosted breakfast for two years.
Steve is married to wife Wendy and has two daughters Kate and Lucy.
Tuesday, June 28, 2016
+ About John McGrath
John McGrath is considered one of the most influential figures in the Australian property industry. As Chief Executive of McGrath Estate Agents, he took the company from a lounge room start-up in 1988 to one of Australia's most successful residential real estate groups, selling $10.1 billion in residential property in FY14.
A total solution company, McGrath Estate Agents currently has offices located throughout Sydney, North Coast, Central Coast, Southern Highlands, South Coast, the ACT and Queensland, as part of its growing franchise network.
In October 2008, he was honoured by the Real Estate Institute of NSW with the Woodrow Weight OBE Award, a lifetime achievement award for his outstanding contribution to the real estate industry.
John himself has become a spokesperson for the industry both in Australia and internationally. John has five books that have reached bestseller status including “You Don’t Have To Be Born Brilliant” and “You Inc.”. In “The Ultimate Guide to Real Estate”, John shares with the reader his invaluable knowledge on the Australian property market.
Tuesday, July 26, 2016
+ About Christine St Anne
Christine St Anne is a senior financial journalist who has had a career-long interest in the superannuation and investment industry. Christine was the editor of a number of trade publications including an online website for retail investors.
Thursday, June 02, 2016
+ About Shane Oliver
Shane Oliver is head of investment strategy at chief economist at AMP Capital.
Monday, July 25, 2016
+ About Janine Perrett
Janine Perrett has a distinguished 30 year career in Australian broadcasting and newspapers. In the 1980’s she worked in London and New York as a foreign correspondent for The Australian newspaper.
In the 1990’s she worked as a television reporter for the Nine Network on the Sunday and Business Sunday programs. She also founded The Small Business Show and was presenter of that program for its nine year run.
Since then she has worked as a guest presenter on ABC radio and a columnist for News Ltd and the Sydney Morning Herald.
In 2007 she was awarded the prestigious Knight fellowship at Stanford University for a year.
Today she can be seen on Sky News television where she hosts The Perrett Report each night and is a regular panelist and guest presenter on Paul Murray Live and other Sky programs.
Wednesday, June 01, 2016
+ About Angela Catterns
Angela Catterns AM is a well-known Australian media veteran, having worked in radio, TV and film. She has broadcast on every ABC radio network – Triple J, Local Radio, Networked Local Radio, NewsRadio, Radio National and Classic FM. She has also broadcast on commercial stations in Sydney and in Washington DC.
She is a public speaker and MC and is Ambassador for several charities.
She’s contributed to the Sydney Morning Herald and theHoopla.com and writes for Switzer Daily on financial matters from a personal point of view – as a woman of ‘a certain age’.
Friday, July 08, 2016
+ About Tim Reed
Tim Reed became MYOB’s CEO in 2008. He develops and drives the business’s strategic development across Australia and New Zealand, such as its expansion into online services. He led the company to the top of BRW’s most innovative companies list, where it was recognised as Australia’s 7th most innovative business in 2014. Tim’s career spans Asia, Europe, the USA and Australia, including time in Silicon Valley where he held senior management roles in sales, marketing, product management and finance within the fast paced global technology and internet markets. During this period he was a founding member of the Internet Advertising Bureau where, along with other internet pioneers, he wrote the first set of advertising measurement standards for the Web. Tim has an MBA from Harvard University (Baker’s Scholar), and a BCom degree from the University of Melbourne (First Class Honours).
Thursday, November 05, 2015
+ About Paddy Manning
Paddy Manning is an experienced, awarded journalist who has worked for the ABC, Crikey, The Sydney Morning Herald and The Age, The Australian Financial Review, and The Australian. His previous books were Boganaire: The rise and fall of Nathan Tinkler (Black, 2014) and What the Frack: Everything you need to know about Coal Seam Gas (NewSouth, 2013).
Thursday, November 26, 2015
+ About Michael Witts
Wednesday, July 06, 2016
+ About Craig James
Craig James is CommSec’s Chief Economist.
He became chief economist of Colonial Group in September 1987, before becoming chief economist at CommSec in August 2000 with the Commonwealth takeover of Colonial.
CommSec economic reports are a bit different in that they devise tools such as the ‘Mums and Dads’ share index and the iPod index, and undertake research on the weather and demographic changes to show how they affect the economy.
Craig currently does around 2-3 regular TV crosses a day, ad hoc radio and newspaper interviews and writes regular commentaries as well as presenting to staff, clients and external organisations.
Friday, July 22, 2016
+ About Ross Walker
Thursday, July 21, 2016
+ About Charles Tarbey
Tuesday, July 05, 2016
+ About Margaret Lomas
Founder and Director of Destiny Financial Solutions
Past chair of Property Investment Professionals of Australia (PIPA)
Author and Television Host
Tuesday, July 05, 2016
+ About Tim Lawless
Tim Lawless heads up the RP Data research and analytics team, analysing real estate markets, demographics and economic trends across Australia.
Tuesday, July 19, 2016
+ About Greville Pabst
Greville Pabst is CEO and Director of WBP Property Group.
Tuesday, May 31, 2016
+ About Adrian Sheahan
Adrian leads the operations for Switzer Home Loans. He has over 20 years experience in the banking and finance industry and has primarily been involved in lending to the rural, commercial and residential sectors. Adrian has also owned and managed a retail business for five years and has s a Bachelor of Economics degree.
Wednesday, July 27, 2016
+ About Michael Kodari
Michael Kodari is the founder of KOSEC – Kodari Securities, and one of Australia’s prominent experts in the stock market. With a strong background in funds management and stockbroking, Michael has worked with some of Australia’s most successful value investors and consulted to leading financial institutions. Michael writes for Australia’s key financial publications and is one of the nation’s most consistent, top performing investors. He has been referred to as ‘the brightest 21st century entrepreneur in wealth management' and ‘a trailblazer within the Australian stock market’, CNBC Asia.
Friday, June 17, 2016
+ About Amit Lodha
Portfolio Manager, Fidelity Global Equities Fund
Appointed to the fund: 1 October 2015
Years at Fidelity: 12
Years in Industry: 14
Amit Lodha has been portfolio manager of the Fidelity Global Equities Fund since 2010 and has over 14 years of investment experience. Amit joined Fidelity as a research analyst in our Mumbai office in 2003. He spent his first three years with the company covering Indian equities (responsible for technology, media, telecoms, financials and retail sectors) before becoming the Asia (ex Japan) financials sector leader in 2006. In 2007, Amit joined the analyst team in London to become global commodities analyst and pick up coverage of basic materials stocks.
Prior to joining Fidelity in 2003, Amit spent three years as an equity analyst at Citigroup in Mumbai, covering the Indian telecoms, technology and media sectors. He started his career in the industry at KPMG Mumbai in 1997 where he left having risen to Senior Accountant in 2000.
Amit completed his Bachelor of Arts and Master of Arts in Commerce & Economics at Mumbai University. He is a qualified accountant from the Institute of Chartered Accountants (India) and a CFA charterholder.
Wednesday, March 30, 2016
+ About James Soutter
B.Com, Grad Dip App Fin (SIA), SIP (UK), GAICD
Responsible for Global and Asian Equities
James holds a Bachelor of Commerce (Economics and Finance) from Deakin University and a Graduate Diploma of Applied Finance from FINSIA (formerly the Securities Institute of Australia). He has also completed the UK Investment Management Certificate with UKSIP and is a graduate of the Australian Institute of Company Directors.
James commenced his career in 1994 at JBWere & Son before shifting into Asset Management in 1998 at AXA. In 2000 James relocated to London working for Fidelity International before joining JPMorgan Asset Management. During his six year career at JP Morgan, as a member of the European Equity Group, he managed a number of retail and institutional equity mandates including the FTSE 250 listed company, The Mercantile Investment Trust, one of the largest (and best performing) investment trusts in the UK, investing exclusively in small and mid-capitalisation equities. While at JPMorgan, James ranked number 52 over 3 years and number 47 over one year in “Britain’s Top 100 Fund Managers 2006” ranked by Citywire for the JPM Balanced Fund. The rankings are inclusive of all asset classes and based on a risk return profile. James also received the Money Observer Magazine “Best Large Investment Trust Award 2007”, for the JPMF Mercantile Investment Trust based on its three year performance record to the end of December 2006.
In 2007 James returned to Australia and joined Perennial Investment Partners, a $20bn FUM Australian Asset Manager, with investment management responsibilities including the Perennial Global & Asian Equity Trusts and Multi Asset Class vehicles. As Head of Global Equities for Perennial, James was also a member of the Executive Leadership Group and member of the Asset Allocation Committee. In 2014 James was a finalist for Fund Manager of the year for Global Equities at the Australian Fund Managers Awards.
Monday, March 21, 2016
+ About Robert Mead
Head of Portfolio Management Australia
Mr. Mead is a managing director in the Sydney office and head of portfolio management in Australia. Previously, he was a portfolio manager in Munich and head of the European investment grade corporate bond team. Prior to joining PIMCO in 2003, he was global head of investment grade credit research and head of non-U.S. high grade fund management at Citigroup Asset Management in London. He has 26 years of investment experience and holds an undergraduate degree from University of Technology, Sydney and a graduate diploma in Applied Finance from Securities Institute of Australia.
+ About Kumar Palghat
Kumar Palghat is a Kapstream founder and its Chief Investment Officer. Mr. Palghat has over 25 years of experience in managing fixed income portfolios, guiding client portfolios through numerous market cycles.
From 2001 through 2006, prior to forming Kapstream, Mr Palghat was based in Sydney as Head of Asia Pacific Portfolio Management for PIMCO. He had joined PIMCO in 1997 and served as one of its first Global Portfolio Managers in its Newport Beach, California headquarters. From 1988 through 1996, prior to joining PIMCO, Mr Palghat was a Senior Investment Officer at The World Bank, in Washington D.C., where he was part of a team managing fixed interest portfolios totalling over $30 billion.
Mr Palghat routinely appears in local media as an expert on global bond markets, and is a regular speaker at conferences and seminars. During his tenures at PIMCO and Kapstream, Mr Palghat and his teams have received various accolades and recognition from the industry.
Mr Palghat holds a Bachelor in business from Bangalore University, India, and an MBA in finance/marketing from Marymount University, U.S.A. He has guest lectured at the University of Virginia and the University of Chicago. Mr Palghat is also a CFA charter holder.
+ About Phil Carden
About Phil Carden
Phil Carden is Portfolio Manager of the Supervised High Yield Fund. His career in the securities business spans over 35 years, during which time he has successfully traded a wide range of bonds in international markets including corporate, asset backed, sovereign, derivative, and hybrid debt securities.
In the 80s, Phil was responsible for the formation and management of Macquarie Bank’s debt securities division in both Australia and London. During a period of great success for the bank, Phil, an executive director, developed a highly successful operation which was at the vanguard of developing new and innovative derivative products across a wide range of fixed-income securities.
Following this, Phil was responsible for restructuring the Victorian Government’s seven billion dollar public debt portfolio. Simultaneously, his private investment company managed a 500 million dollar debt security portfolio for AMP Society, now AMP Life Ltd.
After the GFC, Phil saw immense opportunity in high value, cheaply purchased bonds. As Responsible Manager of the Supervised High Yield Fund under Supervised Investment Australia’s AFS license, Phil uses his expertise in debt securities to strive for steady returns amid volatile markets.
Thursday, July 07, 2016
+ About Tristan Kitchener
Tristan Kitchener is an expert on the grocery retail sector, and provides support to businesses along the whole value chain from retailers through to manufacturers, producers and growers.
Wednesday, May 18, 2016
+ About Jordan George
Jordan George is Senior Manager Technical & Policy at the SMSF Association. Jordan is a key member of the Association's technical team. He is responsible for managing the associations submissions to government and regulators on new policy and legislative measures, and is a main contributor to the Associations advocacy and technical work.
Prior to joining the SMSF Association, Jordan spent four years in Canberra at the Australian Treasury where he worked on business tax policy issues, primarily on capital gains tax and also small business and tax administration issues. As such, Jordan brings to the Association first-hand experience in developing tax policy and legislation, and advising government and Ministers on budget, policy, and regulatory issues.
Jordan has a Masters of Taxation at the University of New South Wales, an Honours degree in Economics and a Law degree from Adelaide University, along with a Graduate Diploma in Legal Practice from the Australian National University.
Wednesday, May 18, 2016
+ About Andrew Main
About Andrew Main
Andrew Main has spent 35 years in journalism and stockbroking, which took him from Perth to Sydney, Paris and London. He was Business Editor of The Australian between 2007 and 2009.
He was a joint winner of the Gold Walkley Award, Australia's top journalism prize, in 2003 for a series of articles on errant stockbroker Rene Rivkin's Swiss bank accounts and he has published two books, one on the collapse of HIH insurance and the other a biography of Rivkin. He had a regular spot on ABC 702 for five years in Sydney explaining the mysteries of finance to a mid-morning audience.
More recently, he has also been a regular commentator on Sky Business
Wednesday, July 20, 2016
+ About James Dunn
About James Dunn
James Dunn is a freelance finance journalist and media consultant. James was founding editor of Shares magazine, and formerly, the personal investment editor at The Australian.
His first book, Share Investing for Dummies, was published by John Wiley & Co. in September 2002: a second edition was published in March 2007, and a third edition was published in April 2011. There have also been two editions of the mini-version, Getting Started in Shares for Dummies.
James is also a regular finance commentator on Australian radio and television: he gives a daily finance report on Radio 3AW in Melbourne and is a weekly commentator on Sky Business.
Friday, July 15, 2016
+ About Anthony Golowenko
Head of Investments, Clime Asset Management
Anthony has 20 years investment experience and is passionate about developing innovative solutions aligned with investor objectives, particularly those in or approaching retirement.
Anthony joins Clime from State Street Global Advisors where his most recent roles included Senior Portfolio Strategist – Asia Pacific, Head of Active Australian Equities and Senior Portfolio Manager. He has significant experience in domestic and international equities, return enhancing and risk reducing overlays and objective based strategy development.
Anthony holds a Bachelor of Mathematics and Finance degree with First Class Honours from the University of Technology, Sydney, and is a CFA charterholder. He is involved in the community supporting Sylvanvale Disability Services and Tour de Cure.
Thursday, July 14, 2016
+ About Peter Hall
Peter Hall is the Chief Executive Officer and the Managing Director of Hunter Hall International Limited, a publicly listed entity. He is Chief Investment Officer of Hunter Hall Investment Management Limited and Executive Chairman and Executive Director of Hunter Hall International (UK) Limited. He is a Trustee of the Charitable Trust Hunter Hall International Limited. Peter has 32 years of experience in investment markets.
Peter is also a Patron of the Asian Rhino Project and Sea Shepherd UK, a Director of the International Rhino Foundation and a member of the Sydney Film Festival Council.
Prior to Hunter Hall he was the Investment Manager of Hancock & Gore Limited, Portfolio Manager and Analyst with Mercantile Mutual Holdings Limited, Industrial Analyst with Pembroke Securities Limited, Investment Analyst with New Zealand South British Insurance Limited and a journalist with John Fairfax & Sons Limited.
Peter completed the Harvard Business School Owner/President Management Program in 2003 and a Bachelor of Arts Degree from the University of Sydney in 1991. He was awarded Member (AM) of the Order of Australia in 2010 for his philanthropic contributions to society and his service to the finance management industry.
+ About Jamie McGeachie
Jamie McGeachie has utilised 20+ years’ experience in business as CEO of the McGeachie Group and founded several successful businesses in the retail and finance industries.
McGeachie established Investors Central in 2010, one of the original peer to peer lenders. Its lending arm Finance One has over 800 Finance Brokers across Australia promoting its range of products. Investors rank first before ordinary shareholders and there are no other financiers in the loan book. It is a unique business model where the Investors are at the top of the hierarchy, ranking before ordinary shareholders.
The Investors Central business model works in conjunction with Finance One providing secured motor vehicle loans. Investors Central has achieved steady growth and supplied its investor group with solid returns through a fixed interest investment.
Innovating products that have contributed to competition in the finance and retail industries has been a result of McGeachie applying thought to the changing needs of both investors and consumers over the years.
McGeachie has a keen sense for identifying opportunities to diversify and adapt businesses for relevance and growth in an ever-evolving marketplace. He has established highly sought after investment and credit products through an interconnected business venture found in Investors Central and Finance One.
McGeachie displays particularly strong skills in anticipating future trends by building businesses that promote integrity, with personalised and proactive management of clients as the goal.
The Investors Central-Finance One business collaboration is the financial practice of peer to peer lending which has created a niche market of investors.