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Panel Discussions

Discussions with industry leaders, experts and more…

Theme 1: How Digital Wealth is Transforming Your Customers

  • The way wealth managers deliver advice and serve their clients has permanently changed; omnichannel advice delivery models are becoming the new norm.
  • Digital engagement is increasing 7-10x across all digital channels among users.
  • Different age groups and investment behaviors require hybrid solutions.

MEET OUR PANELISTS

  • Panelist(A-Z)
  • Panelist(Z-A)

Anthony Caneva

General manager, member engagement, Wellbeing at IOOF Holdings Ltd

Greater Melbourne Area

Anthony is an experienced professional in financial services, technology, leadership, and strategy. He is passionate about economics, emerging tech, and the evolutionary power of innovation. Using his wealth of experience, Anthony helps organisations create and execute strategy to build value for customers/clients and other stakeholders. Specifically, he works to address the disruptive influence of technology on his clients’ industry, capitalising on opportunities and managing risks.

April Rudin

Founder & CEO at The Rudin Group

In the past, April viewed financial services marketing as prime for disruption and felt that one-size no longer fit all. In 2008, she founded the Rudin Group which offers highly differentiated messaging, positioning, compliant content creation, and consultation services for financial service and enterprise firms. Her own personal passion in Fintech makes each day on the job exciting and it has been thrilling for her to witness changes in financial services marketing. Despite these changes and advancements made, April acknowledges that there is still a huge white space ahead for the industry.

Azrul Rahim

Chief Techonology Officer at Jewel Digital Ventures

Kuala Lumpur, Malaysia

Azrul is the Chief Technology Officer at Jewel Digital Ventures, a film that focuses on leveraging Fintech for wealth creation. While he is passionate about software development, he also finds it highly satisfying to have a hand in improving the lives of others. Azrul is the CEO of Maideasy, a homegrown Malaysian company that seeks to revolutionise the way part-time cleaners are booked. Maideasy is dedicated to improving the standard of living for the lower income group in Malaysia by providing job opportunities that pay a fair livable wage. Azrul believes that being able to directly add value to the lives of many people is far more satisfying than building cool software.

Ben O’Leary

Co-Portoflio Manager at Marcus Today

Greater Melbourne Area

Ben has been with Marcus Today since 2018, starting with the editorial team before transitioning to the SMA in late 2019. He is a Monash University graduate, holding a Bachelor of Banking and Finance, and a Bachelor of Business (Economics and Business Strategy). He has worked closely and picked the brains of his colleagues at Marcus Today, helping him to develop his own investment style and strategies.

Brian Dunhill

Founder at Dunhill Financial

Brian is most notably known for his work in financial services for American expats. He started his career at AG Edwards and later joined Lehman Brothers and UBS. In 2011, he moved back to Belgium to start Dunhill Financial, an expat financial planning firm. Brian is a lecturer at many Universities and is a speaker at many events throughout Europe and Australia including AmCham Belgium and the American Club of Brussels.

Ivan Chang

Head of Sales, Saxo Advanced Solutions Apac at Saxo Markets Asia Pacific

Ivan has over 15 years of experience in both technological solutions and financial services. He is managing the Saxo Advanced Solutions team that is responsible for developing the institutional and wealth solutions businesses in Asia-Pacific. He has worked in the fields of brokerage and wealth solutions, software development, and financial systems. Ivan is also well versed in software architecture and investment products across all asset classes.

John Crittenden

Head of Strategy at Stealth Mode

John is a Fintech entrepreneur with broad experience across asset management, sales and marketing, consumer financial branding, and digital wealth management platforms. He is a Chartered Alternative Investment Analyst (CAIA) and has a Certificate in Wealth Management from NYIF. John is currently a special advisor to multiple fintech platforms and he is available for public speaking and strategic consulting.

Manish Prasad

Independent Consultant

Manish’s financial services experience spans over a decade, grooming him to become a specialist in wealth management and financial advice. He has led teams within institutionally owned divisions and boutiques businesses through phases of growth, consolidation, and contraction. With insights into the wants and needs of investors, he is able to create actionable products or business strategies that effectively achieve business objectives.

Michael Booth

Associate Partner at St. James’s Place Wealth Management

Michael is proudly a South African and has extensive knowledge of equity research, investment management, corporate finance, asset structuring, wealth protection, and South African tax law. He is also a UK level IV qualified Wealth Manager with accreditation from the Chartered Institute of Securities and Investment (CISI).

Mike Kruger

Chief Executive Officer at Autumn Life

Mike believes in using technology to meaningfully improve quality of life, health, and happiness at scale.

Nicholas Boyd Mathews

Executive Director & Chief Investment Officer at Eden Asset Management

Nicholas has held senior positions within the Australian and UK financial services industry, bringing to Eden over thirty years of experience in funds management, global institutional sales, corporate advisory, research analysis, and capital markets. He is also a columnist of Livewire Markets providing commentary on global equity markets, commodities, energy, and agriculture. 

Nicholas Reyes

Chief Executive Officer & Chief Investment Officer at U.S. Cherry

Nicholas is an upcoming financier and entrepreneur with five years of combined working experience and further theoretical investment experience. He is the Chief Executive Officer and Chief Investment Officer of U.S. Cherry, a wealth management firm that was launched in 2019. 

Richard Gordon

Founder and Investor at Afinitiv Wealth

Gordon has always had a passion for two things: people and finance. After having spent years honing his skills with influential people around the world, he wanted to dedicate his knowledge and experience to serving in a new way: to make financial and investment advice more equitable and accessible to all. At Afinitiv Wealth, Gordon is working with peers who share this vision and strive to deliver the best possible outcomes for their clients.

Robert Di Iorio

Vice-President & Portfolio Manager at RBC Dominion Securities

Robert is a Chartered Investment Manager (CIM), and has spent 20 years serving high-net-worth investors and their families. More recently, Robert has been named to both Executive Council and Directors Council, ranking him among the top Advisors at the firm across Canada. Robert has also served on the RBC Dominion Securities Advisory Board as a representative for the province of Quebec.

Russel Lazaruk

Managing Director & Portfolio Manager at NCP Capital Partners

Russell is an experienced Investment Advisor since 1991 and an Insurance Advisor since 1992. He is also a Fellow of the Canadian Securities Institute (FCSI), a Chartered Investment Manager (CIM), and a Responsible Investment Advisor Certification (RIAC). Russell specialises in Discretionary Portfolio Management, Environmental, Social & Governance (ESG) integrated portfolios, managing trust and estate portfolios, and financial planning for families with special needs members.

Shiven Moodley

Portfolio Manager & Macro Strategist at ELA Asset Management 

Shiven is passionate about topics surrounding economics, finance, and data science. Currently, he uses econometric modeling to derive asset allocation in traditional and alternative investment products at ELA Asset Management. While forwarding his career as a young professional, he has developed skills in economic analysis, statistical analysis, financial analysis, and critical thinking in the financial service sector.

Ta-Chin Li

Fintech Consultant at Cathay Holdings

Ta-Chin is currently an internal Fintech consultant at Cathay Financial Holdings as part of the Tech-Driven team. The company embraces new technology with the team acting as the pioneer for innovation within the group.

Yukiko Roberts

General Manager, CIO office at SBI Securities

Yukiko is the General Manager of SBI Securities and is working on technological enhancement as well as overseas expansion to the US and Europe. She has earned professional certificates for Cryptocurrencies and Blockchain from UC Berkeley, and for AI from MIT.

MORE PANEL DISCUSSIONS

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