The People

CIE’s core principles are:

Providing timely, objective, relevant input: CIE is independent in thought and practice. We only provide input that is entirely objective and we are passionate about ensuring the relevance and timeliness of all we do to each of our delegates, according to their individual requirements.

• Committing personally: Our experience shows that if we serve our delegates well our own success will follow. We commit personally to our delegates and we have an uncompromising determination to achieve excellence in all we do.

• Honouring discretion and privacy: Our assets comprise our people and our reputation, and we understand that of these, the latter would be the hardest to restore. The discretion and privacy of our delegates is sacrosanct to us and we are dedicated to upholding Chatham House rules and complying fully with the letter and spirit of the laws, rules and ethical principles that have guided us since the establishment of CIE.

Fundamentally, we believe that CIE can only provide insights and content at our investment forums that is objective, relevant and timely if we are able to form our own views. To ensure CIE does that better than anyone else in the industry we employ a significant number of resources and highly skilled analysts, dedicated to thinking about key issues and how they may impact superannuation/pension funds and their management of retirement assets.

What makes CIE exceptional is our hard work ethic, our management of the business and the people we employ. Our people, our delegates and our reputation are our most valuable assets and how we manage these will determine the ongoing success of CIE.

WHO WE ARE

CIE’s highly skilled team is dedicated to thinking about key issues and how they may impact superannuation/pension funds and their management of retirement assets.

 

Peter Horn

Peter Horn is Managing Director and Chief Executive Officer of Centre for Investor Education (CIE).

Peter works closely with the research, industry analysis and development of forum agendas and manages relationships with many of the CIE’s clients.

Peter has 20 years industry experience and was most recently the Chief Executive Officer of J.P. Morgan Asset Management (Australia) Pty Ltd.  In this role he was the primary advisor to industry superannuation funds and other institutional investors. Prior to this Peter was the Head of Equities, Europe for the Commonwealth Bank of Australia based in London.  Peter has extensive experience in economic and financial analysis as well as investments across asset classes globally. He holds a First Class Honours Degree in Economics and achieved a High Distinction average in the Master of Economics program, both from Monash University.

He is also a Non-Executive Director of Deaf Children Australia and as Treasurer is responsible for the investment of the charities corpus, and is a Non-Executive Director of the Cambodian Rural Development Team, a NGO based in Phnom Penh.

e: peter@cie.com.au

 

Matthew Lang

Matthew is an analyst at the Centre for Investor Education and his main responsibilities include research, industry analysis and development of forum agendas. He graduated with a Bachelor of Commerce with Honours in Finance from Deakin University, Melbourne.

Prior to joining Centre for Investor Education, Matthew held Associate Advisor positions at Investstone Wealth Management and Lachlan Partners. He has gained valuable experience in advising and managing high net wealth private clients.

He has a strong interest in exploring the financial markets and takes a keen interest in financial history, macroeconomics and precious metals.

e: matthew@cie.com.au

 

Shane O’Sullivan

Shane is Senior Director for Business Development at the Centre for Investor Education. Shane’s main responsibilities include managing relationships with Australian and global funds management firms. Furthermore, Shane’s responsibilities include research, industry analysis and liaising with institutional investment practitioners.

Prior to joining the Centre for Investor Education, Shane gained invaluable work experience with Citco Fund Services in the administration and custody of hedge funds.

He attended University College Cork, Ireland having graduated with a Bachelor in Economics with Honours and a Master in Financial Economics.

e: shane@cie.com.au

 

Amanda Field

Amanda is Senior Director for Business Development for CIE.

Her responsibilities include managing relationships with Australian and global asset management firms.  Furthermore, Amanda is responsible for research, industry analysis and liaising with institutional investment practitioners.

Amanda has 22 years financial services experience and most recently was Managing Director at Inalytics Asia Pacific, a fintech company providing cloud-based quant solutions to asset managers and asset owners, for the past ten years. Amanda was responsible for business development, relationship management and client support for the Asia Pacific region.  

Amanda also spent eight years at State Street Bank & Trust implementing best practice custody and fund administration solutions in many of their offices including Boston, London, Luxembourg, Sydney and Toronto.

e: amanda.field@cie.com.au

 

Tom Akay

Tom is a Senior Director at CIE and his role encompasses fund manager research, industry analysis, development of forum agendas and liaising with superannuation industry practitioners, asset consultants and global thought leaders.  In addition, Tom manages relationships within the Australian superannuation and global pension fund entities and representatives of the fund management industry.

Tom has demonstrated experience within the financial services industry within the areas of research, strategy, portfolio management and quantitative and qualitative analysis.

Prior to joining CIE, Tom was Senior Research Analyst at IOOF where he was responsible for investment research, selecting investment managers, asset allocation and portfolio construction.  In addition, he was involved in the review and management of the platform business including risk management and consulted for both aligned and external dealers groups.

Tom holds a Masters of Applied Finance and Investment and a Graduate Diploma of Applied Finance and Investment majoring in both Investment Management and Wealth Management from FINSIA and is a Fellow member.

e: tom@cie.com.au

 

Graeme Miller

Graeme is a Senior Analyst at CIE and his main responsibilities include research, industry analysis and development of forum agendas. He graduated with a Bachelor of Business and Commerce from Monash University, Melbourne, and holds the Chartered Financial Analyst designation.

Prior to joining CIE, Graeme gained extensive experience in managed fund research and market analysis, having worked as an Investment Analyst at Jeena Ltd, Mutual Trust, and Zenith Investment Partners. He has also worked as a Dealer for Greencape Capital.

Graeme is a Director of Gawang Laya (Created Free) and has an active interest in sustainable aid and development projects in the Philippines.

e: graeme@cie.com.au

 

Jeremy Muller

Jeremy is a Business Development Analyst for CIE. His main responsibilities include managing relationships with Australian and global asset management firms. Furthermore, Jeremy is responsible for research, industry analysis and liaising with institutional investment practitioners.

Prior to joining CIE, Jeremy gained valuable work experience at Bloomberg L.P. in their Data Analytics department. Jeremy oversaw Bloomberg’s fundamental and estimates data across the EMEA region, focusing on Africa.

Jeremy attended the University of Cape Town, South Africa and graduated with a bachelor in commerce, majoring in Economics and Politics with Honours in Financial Analysis and Portfolio Management.

e: jeremy.muller@cie.com.au

 Zlatan Kapetanovic

Zlatan is a Senior Analyst at CIE and his main responsibilities include research, industry analysis, development of forum agendas and liaising with superannuation industry practitioners, asset consultants, representatives of the fund management industry and global thought leaders.

Prior to joining the CIE team Zlatan was a Senior Industry Analyst at business information provider, IBISWorld. There he was responsible for researching, analysing and reporting on high profile industries in Banking, Finance and Insurance for Australian and Global markets.

During the 2006 Census, Zlatan worked as a District Manager for the Australian Bureau of Statistics.

He holds a Bachelor of Business (Distinction) from RMIT University, with a double major in Economics and Finance.

e: zlatan@cie.com.au

Nick Corridon

Nick is Director – Events and Marketing at CIE, where he is responsible for the organisation and delivery of all CIE forums, focussing particularly on the technological side.

Nick holds a Bachelor of Communications (Public Relations) from RMIT, majoring in Asian Media and Culture. He has previously held roles at the Essendon Football Club, working in the media department to provide written content for the club’s print and online mediums, as well as at Tennis Australia, where he coordinated the December Showdown, co-hosted and provided commentary for the broadcast of the Australian Open Qualifiers, and worked as a player media liaison during the Australian Open in the Mens, Womens and Juniors competitions.

e: nick@cie.com.au

 

Sophie Barker

Sophie oversees the delivery of CIE’s events and has a close relationship with many of CIE’s clients. In the past she has performed various roles within the organisation across the executive, client relationship and events management teams. Prior to re-joining CIE, Sophie worked as a consultant to Romano Beck, a premium Australian public relations agency, where she coordinated the delivery of events with key global clients such as Emirates at both the Melbourne Spring Racing Carnival and the Australian Open, as well as Jeep and Peroni at the Portsea Polo.

e: sophie@cie.com.au

 

Fiona McHardy

Fiona is responsible for the day-to-day finances, management of accounts, reporting and statutory obligations of the organisation.

Prior to joining CIE she worked in London where she gained invaluable experience working for large multi-national organisations. These included Bell Pottinger, 19 Entertainment and four years with Euromoney Institutional Investor.

e: fiona@cie.com.au

 

Tina Nguyen

Tina’s main responsibilities include maintaining the day-to-day operations of accounts, financial reporting, and liaison with internal and external stakeholders.

Prior to joining the CIE team, Tina was an Operations Officer at the Australian Taxation Office.

She has also gained experience working within a boutique accounting firm during her undergraduate program.

e: tina@cie.com.au

 

Chairs of events and Advisers to CIE:

Gabriel Szondy

Gabriel is a senior advisor to CIE and a chair of a number of the company’s investment forums.

He brings 30 years’ experience to CIE from the superannuation industry and taxation profession. He is regularly approached for participation as a speaker at seminars and for comment by journalists.

Gabriel is a past Chairman of the Association of Superannuation Funds in Australia (ASFA) National Taxation Policy Committee and served as Chairman and Member of its Victorian Executive for over 12 years. He was, inter alia, previously a senior partner and the head of PricewaterhouseCoopers’ Melbourne based superannuation tax practice.

Gabriel is an Independent Director and Chair of the Investment Committee at CareSuper and is the Independent Chair of  the Board of Frontier Advisors Pty Ltd. He was previously a Director and Chair of the Audit, Risk & Compliance Committees of the Commonwealth Superannuation Corporation and the Military Superannuation Board.

e: gabriel@cie.com.au

 

Anne Ward

Anne was appointed Chair of CIE in October 2011.

She is a professional company director with extensive experience in the financial services industry spanning banking, insurance, wealth management, superannuation and investments. Anne is the Chair of the Qantas Superannuation Plan and was previously EGM Legal and General Counsel, Australia and Asia for National Australia Bank.

Anne has over 28 years’ experience as a commercial lawyer including as a partner at Minter Ellison Lawyers and Herbert Geer in Melbourne.

 

Tim Hughes

Tim has spent over 30 years working at senior levels within the investment and superannuation industries with a primary focus on the development and implementation of investment strategy both within and across asset classes. He currently sits on the Investment Advisory Panel at HESTA.

His previous roles include: Chief Investment Officer at Rothschild, CIO at Catholic Super, and Investment Counsel at NGS Super. He also ran his own fixed interest and asset allocation boutique for eight years.

Besides his investment roles, Tim wrote a weekly column on economics and finance for the Courier-Mail for 17 years.

He is currently a Non Executive Director of ASX listed Alchemia Limited and Tissue Therapies Limited.

Tim holds First Class Honours degrees in Economics and Geology and a Masters in a Natural Resource Management.

 

Tim Townsend

Tim has been in the finance industry for the past 25 years, specialising in financial planning. During his early years he spent almost 10 years establishing and building Outlook Financial Planning, a credit union based financial planning company. Tim moved from Outlook to take up the role, for five years, as National Manager — Financial Planning for Perpetual Private Clients.

In that role he developed the financial planning services and processes for the Private Clients Division and drove the delivery of those services both internally and to external financial planning professionals. In addition, Tim continued to personally advise high net worth clients.

As Chief Executive Officer, WHK Financial Planning, the financial planning division of WHK Group, Tim spent a further five years with the responsibility for building financial planning across the WHK Group.

After ten years in senior management, Tim became a Principal of WHK Melbourne, allowing him to return to his first love: focusing on delivery of personal advice and support. He has been recognised for driving change in business with a willingness to move ahead of the developing expectations of the financial advice profession.

Unique as an adviser and consultant, Tim not only speaks and advises on industry issues, but is personally responsible for day-to-day business management and delivery of advice to high net worth clients.

This places Tim in the position of not only speaking from past experience and the lessons learned, but the need to make that advice work as he co-drives the private practice of TownsendCobain – Private Wealth Partners forward.