Speakers

Andrew Lockhart is the CEO and one of the four founders and Managing Partners who form the Investment Committee at Metrics Credit Partners. Andrew has more than 37 years’ banking, funds management and financial markets experience specialising in leverage and acquisition finance as well as corporate and institutional lending. Andrew’s considerable experience includes being responsible for the origination and portfolio risk management of large, diversified and complex loan portfolios including corporate restructurings. Andrew holds a Bachelor of Business and Masters of Business Administration from the Queensland University of Technology.

Andrew McAuley is Managing Director, UBS Global Wealth Management. Andrew has been part of the Australian investment team for 18 years. He is responsible for developing, articulating and delivering investment strategies across multi asset class portfolios for clients in Australia. He leads the investment team that advises clients on the best solutions to achieve their financial goals.
 
Andrew has been investing on behalf of clients for over 28 years and was the founder of the UBS Discretionary Portfolio Management service in Australia, which has consistently delivered strong performance for clients. The Discretionary service has grown from zero to a multi billion dollar portfolio of client assets. He has managed single and multi-asset class portfolios for major superannuation funds, institutions, ultra-high net worth individuals, not for profits and private clients.
 
Andrew is a Chartered Accountant. He holds an Economics degree from the University of Sydney and a Graduate Diploma in Applied Finance and Investment from the Finance and Securities Institute of Australia.

Ashmi Mehrotra, managing director, joined the Private Equity Group in 2003. She is Global Co-Head of the Private Equity Group within JPMorgan Asset Management, managing $32 billion in private equity investments on behalf of institutional and private investors. The business comprises a global team (based in New York, London, Hong Kong, Mumbai) which invests in primaries, co-investments, and secondary investments across industry and stage. The Private Equity Group manages a range of diversified commingled funds and separate accounts primarily focused on venture capital, growth equity and buyout investments.

Ashmi serves on several venture capital and buyout fund advisory committees and is a board observer on several co-investments. She also serves on the Investment Committee for the Funds managed by Beijing Equity Investment Development Management Co. Ltd. Prior to joining the Private Equity Group, Ashmi was an investment analyst for the J.P. Morgan Private Bank, where she focused on investment portfolios for high net worth clients. An employee of the firm since 1999, Ashmi also worked in J.P. Morgan's Internal Consulting Group, where she was responsible for Six Sigma projects and process improvement initiatives. Ashmi serves on the Board of Trustees of Trinity School in New York City and is a member of its investment and finance committees. She earned her BA in Economics, International Relations and Spanish from Tufts University.

Cassandra is enthusiastic about financial services, with more than 20 years industry experience. Cassandra sees finance as a way to improve our communities, promoting financial wellness and stronger retirement outcomes.

Cassandra is vice president of T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited, a premier global investment management firm. Cassandra is a member of the firm’s Asia-Pacific leadership team and heads the consultant function.

Cassandra values giving back to the industry and currently serves as co-chair of the Chartered Financial Analyst® (CFA) Society Australia Member Council as well as chair of the CFA Society Australia Investment Forum, after serving as a board director of the CFA Society Sydney for 7 years. Cassandra is also an executive founding member of the Bloomberg Women’s Buy Side Network for Australia and New Zealand aiming to inspire the next generation of investment leaders.

Cassandra is a graduate of the Australian Institute of Company Directors, a CFA charterholder, holds the CFA Institute Certificate in ESG Investing and the recipient of a degree in economics from the University of Tasmania. Cassandra was named in the Top 100 Australian Professionals 2020 list for her contribution to financial services.

Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

Clive is a Senior Strategist with State Street Global Advisors covering Australia. He is responsible for engaging with clients to interpret their objectives and design appropriate portfolio solutions. Clive and the APAC Investment Strategy and Research team conduct research on asset allocation trends, making recommendations on potential enhancements at the total portfolio, asset class or sub-portfolio level. Clive also works on customized research and analysis for clients.
Previously Clive was at QBE where he was most recently Manager of Investment Strategy. This involved translating research into strategic and tactical asset allocation recommendations for a global multi-currency investment portfolio. He began his time with QBE as an Actuarial Analyst, before being promoted to Investment Risk Analyst. Prior to QBE, Clive was a Research Consultant AquilaExec and a Superannuation Business Analyst at BT Financial Group.
Clive is a CFA Charterholder. He holds a Master of Actuarial Studies from the University of New South Wales and a BSc (Actuarial Science) from Curtin University.

Dr. Marina Yue Zhang is an Associate Professor at the Australia-China Relations Institute, University of Technology Sydney (UTS: ACRI). She holds a Bachelor’s degree in Biological Sciences from Peking University, China, and an MBA and PhD in Innovation Studies from the Australian National University. Dr. Zhang is the author of three books, including Demystifying China's Innovation Machine: Chaotic Order, co-authored with Mark Dodgson and David Gann (Oxford University Press, 2022).

Her research focuses on innovation policy, strategic technologies like AI, semiconductors, critical minerals and biotechnology, and their intersections with geopolitics. Dr. Zhang’s work has been widely featured in media outlets such as the CNN, BBC, Bloomberg TV, ABC, and CNA, and her research has been cited in leading publications including Science, Nature, The New York Times, The Washington Post, and the Australian Financial Review, among others.

Hugh is an Investment Strategist at Betashares supporting distribution channels and assisting clients with portfolio construction across all asset classes. Prior to joining Betashares, Hugh was an Investment Analyst at Lonsec covering active equity managers and was an Investment Solutions Consultant at Pinnacle Investment Management on their distribution team. Hugh holds a Bachelor of Commerce and Economics degree from the University of New South Wales and is also a CFA® Charterholder.

Dr Michael McCorry is BlackRock Australia's Chief Investment Officer and a member of BlackRock Australia's Board. In his prior roles, Dr McCorry led research and portfolio management teams across Equities, Fixed Income, and Global Macro for BlackRock and, prior, Barclays Global Investors. Dr McCorry also has over 24 years of experience in hedge funds, having been Lead Portfolio Manager and/or Lead Researcher for a broad range of hedge fund strategies including Equity Market Neutral,  Global Macro, and Fund of Hedge Funds. In 2004, Dr McCorry established BlackRock’s global flagship fund of fund which now carries a 20 year track record. Dr McCorry continues to be the Lead PM for that strategy which has expanded to include commingled funds, daily liquid alternatives and custom solutions. Dr McCorry earned a PhD in Finance from the University of Memphis before moving to Australia in 1994.

Mike Zimmerman is one of the Founding Partners at Main Sequence, a deep tech venture capital firm backing companies to solve our greatest Planetary Challenges with breakthrough Australian research. MSV manages just over $1B AUM with 70+ portfolio companies.  Prior to Main Sequence, he spent more than 20 years as a founder, executive and investor in Australia and the US, and worked with Bain & Company and Goldman Sachs.  Mike is also a Director of the Australian Investment Council, and Board Member of the Stanford University Business School Fund. He holds an MBA from Stanford University and a BA with honours from Amherst College.