Minds to Markets

In this episode, Dr Michael Drew and John Barton were joined by Dr Tracey West [https://experts.griffith.edu.au/9642-tracey-west], Accounting, Finance, and Economics Lecturer at Griffith University [https://experts.griffith.edu.au/], to discuss behavioural, household, and personal finance, and how to navigate uncertainty in markets. EPISODE MENTIONS Book Recommendations: Sand Talk [https://www.textpublishing.com.au/books/sand-talk], by Tyson Yunkaporta and Dark Emu [https://www.magabala.com/products/dark-emu], by Bruce Pascoe Social Media Recommendation: Adam Grant on Twitter [https://twitter.com/AdamMGrant?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] and LinkedIn [https://www.linkedin.com/in/adammgrant/] Podcast Recommendation: Cautionary Tales [https://timharford.com/articles/cautionarytales/], by Tim Harford Charity Recommendation: Logan East Community Neighbourhood Association [https://www.givenow.com.au/lecna] (click here to donate [https://lecna.org.au/fundraising/]) DR TRACEY WEST Accounting, Finance, and Economics Lecturer at Griffith University Dr Tracey West has a strong background in household finance, with several publications on household finance, financial literacy and financial planning issues, including a PhD thesis completed in 2016. Recent work has been published in Economic Notes, Financial Counselling and Planning, Financial Planning Research Journal, Journal of Family and Economic Issues, JASSA, the Consumer Interests Annual. This work contributes to knowledge on investor behaviour, informing curriculum development and guidance for advisors in the financial services industry. She currently teaches Behavioural Finance and Wealth Management at Griffith University, Australia. DISCLAIMER The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Beth Mohle AM [https://www.qnmu.org.au/QNMU/PUBLIC/CAMPAIGNS/In_our_words/Profile/Moments/Beth_Mohle.aspx], Secretary of the Queensland Nurses and Midwives’ Union [https://www.qnmu.org.au/], to discuss the intersection of health care and wealth care for Australians in light of her background, training, lived experiences, and various roles. EPISODE MENTIONS Book Recommendation: The Premonition [https://www.penguin.com.au/books/the-premonition-9780241512470], by Michael Lewis Charity Recommendations: Australian People for Health, Education and Development Abroad [https://www.apheda.org.au/] (APHEDA), Belong [https://belong.org.au/], Australian Red Cross [https://www.redcross.org.au/], RSPCA Australia [https://www.rspca.org.au/], Kitten Kapers Rescue [https://www.kittenkapersrescue.org/] Other: Griffith University [https://www.griffith.edu.au/], QSuper [https://qsuper.qld.gov.au/], HESTA [https://www.hesta.com.au/members.html], Fiona Trafford Walker [https://au.linkedin.com/in/fiona-trafford-walker-57144688] BETH MOHLE AM Secretary of the Queensland Nurses and Midwives’ Union Beth first started nursing in 1983, working as a Registered Nurse in a medical ward at the Royal Brisbane Hospital. Through the Queensland Nurses and Midwives’ Union (QNMU), Beth has worked hard to advance the industrial, professional and social interests and values of Queensland’s nurses and midwives across all sectors. As QNMU Secretary, her focus remains firmly on members and using numerous avenues to address the challenges they confront in their daily working lives. Beth is the Senior Vice President of the Queensland Council of Unions and a member of Union Aid Abroad – APHEDA. She is also a past board member of the Queensland Community Alliance. Until 2012, Beth served as a board member of HESTA for over 11 years, including a term as both Chair and Deputy Chair. In 2008, Beth was named Trustee of the Year by the Australian Institute of Superannuation Trustees. She is a Fellow of the AIST. Since December 2013, Beth has been a Trustee Director of QSuper. DISCLAIMER The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Jeremy Duffield [https://au.linkedin.com/in/jeremy-duffield-20b25b23], Chairman and Co-Founder of SuperEd [https://www.supered.com.au/], to discuss how Jeremy's background, career, and lived experiences have influenced his passion and work in helping people make more informed decisions in order to achieve better retirement outcomes. EPISODE MENTIONS Book Recommendations: East of Eden [https://www.penguin.com.au/books/east-of-eden-9780141185071], by John Steinbeck and Destined for War [https://www.booktopia.com.au/destined-for-war-graham-allison/book/9781925849981.html], by Graham Allison Podcast Recommendations: National Public Radio [https://www.npr.org/] and EconTalk [https://podcasts.apple.com/us/podcast/econtalk/id135066958] with Russ Roberts Charity Recommendation: Opportunity International [https://opportunity.org.au/] JEREMY DUFFIELD Chairman and Co-Founder, SuperEd Jeremy Duffield has a long history as a leader in financial services.  He is co-founder and chairman of SuperEd, a leading Australian digital financial advice provider serving super funds and their members. He is also a director of its subsidiary Retirement Essentials which helps Australians with the Age Pension. Jeremy was the founder and Chairman of Vanguard Investments Australia (1996-2010) and served as a senior executive of The Vanguard Group for over three decades in the US, Asia and Australia. He was also founding chairman of Plum Financial Services. He has non-executive roles as chair of MLC’s asset management subsidiary and as a director of Vanguard Super Pty Ltd. He has previously served as the Chairman of the Australian (now Monash) Centre For Financial Studies, vice chairman of the Investment and Financial Services Association, a member of the Financial Sector Advisory Council, and a member of the Australia As A Financial Centre Forum. DISCLAIMER The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Michael Furey [https://au.linkedin.com/in/michael-furey-cima%C2%AE-00106b6], Managing Director of Delta Research & Advisory [https://www.deltaresearch.com.au/] to discuss how Michael applies his knowledge and passion for quantitative analysis in the fields of investment strategy and selection, and portfolio construction. Episode Mentions Last Read: Magna Carta [https://www.amazon.com.au/Magna-Carta-Making-Legacy-Charter/dp/1786695960/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=], by Dan Jones Podcast Recommendations: EKP: The Ed Kavalee Podcast [https://badproducerproductions.com/portfolio/ekp-the-ed-kavalee-podcast/], Ross Noble Podcast [https://badproducerproductions.com/portfolio/ross-noble-podcast/], The Science of Sport Podcast [https://podcasts.apple.com/au/podcast/the-real-science-of-sport-podcast/id1461719225] with Professor Ross Tucker and Mike Finch, and Masters in Business [https://podcasts.apple.com/au/podcast/masters-in-business/id730188152] with Barry Ritholtz Charity Recommendation: Chain Reaction Challenge [https://www.chain-reaction.org.au/] Michael Furey Managing Director, Delta Research & Advisory Michael Furey started Delta Research & Advisory in 2012 with the goal of providing innovative quantitative-based investment and markets research for the private wealth industry. Delta Advisory is focused on the investment committee function, including governance, asset allocation, investment selection, and portfolio design. Delta Research includes Delta Factors, a multi-factor investment analytics system whose subscribers use to better understand managed fund investment performance behaviour. Clients of Delta range from boutique financial advisory firms to multi-national asset managers. Michael is a Senior Fellow of FINSIA, Certified Investment Management Analyst®, and Certified Financial Planner®. His educational qualifications include Master of Applied Finance & Investment, Graduate Diploma of Financial Planning, Bachelor of Mathematics (Statistics), and has completed Level 2 Accredited Derivatives Adviser (ADA). He is a regular writer and conference presenter on a wide array of investment matters. Disclaimer The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Susan Buckley [https://www.linkedin.com/in/susan-buckley-27437010/], Managing Director of Liquid Markets Group, QIC [https://www.qic.com.au/] to discuss how Susan's training, background, career, and lived experiences through some of the biggest crises of our time have shaped her decision-making, investment, and leadership processes. EPISODE MENTIONS Current Read: Women and Leadership [https://www.penguin.com.au/books/women-and-leadership-9780143794288], by Julia Gillard and Ngozi Okonjo-Iweala Social Media Follow Recommendation: Chief Executive Women  (on Twitter [https://twitter.com/CEWAus] and LinkedIn [https://www.linkedin.com/company/chief-executive-women-cew-/]) Charity Recommendation:Royal Brisbane and Women’s Hospital Foundation [https://rbwhfoundation.com.au/] Other: Investment Leadership: Building a Winning Culture for Long-Term Success [https://www.wiley.com/en-us/Investment+Leadership%3A+Building+a+Winning+Culture+for+Long+Term+Success-p-9780471453338], by Jim Ware, Beth Michaels, and Dale Primer SUSAN BUCKLEY Managing Director - Liquid Markets Group, QIC B.Ec (UQ); MBA (UQ); Grad. Dip in Economics (Uni of Melb); Member of Chief Executive Women (CEW) With over 30 years’ experience in global financial markets, Susan leads QIC’s Liquid Markets Group (LMG) capability in the successful management of a diverse range of global listed market solutions for QIC’s clients. Recognised as an innovative, high-performing team of 30 investment professionals based in Brisbane and London, LMG manages approximately $27 billion in cash, fixed income and absolute return portfolios and over $70 billion in overlay exposures for near 50 institutional clients. The team’s success has been built on collaborating and co-creating with clients. Today, LMG offers research, portfolio construction, risk management and trading capabilities across cash, fixed income, credit, inflation, FX, equity derivatives and commodity markets, enabling LMG to offer specialised solutions across active management, asset rebalancing and exposure management, liability matching, hedging and downside protection. Susan and the team’s investment philosophy, risk management and research approach are based on understanding the impacts for client portfolios of fundamental and other factors driving financial markets over varying time frames. LMG has a rigorous investment process, combined with disciplined risk management, which delivers superior investment outcomes for clients across multiple risk environments. The team’s risk management framework ensures ‘best in class’ portfolio construction, integration of ESG considerations, downside protection, efficient implementation, best execution and regulatory developments. Before joining QIC in November 2001, Susan held positions as Senior Vice President at Bankers Trust Funds Management, Head of Strategy for NRMA Asset Management and Manager, Fixed Interest, at Suncorp Investment Management. Susan also worked as an economist for National Australia Bank and was Director, Foreign Exchange Services with Syntec Economic Services. Susan has a Bachelor of Economics (University of Queensland), a Graduate Diploma in Economics (University of Melbourne), and an MBA (University of Queensland) and is a member of Chief Executive Women. Susan holds an Appointment of Responsible Manager under QPC’s Australian Financial Services Licence, ASIC. In recognition of her career success, Susan was awarded the 2005 lnsto Magazine Bond Manager of the Year Award, the 2011 Telstra Businesswomen’s Hudson Private and Corporate Sector Award (Qld) and awarded UQ Vice-Chancellor’s Alumni Excellence Award, October 2017. * Figures as at 30 June 2020. DISCLAIMER The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.