5th Annual Private Wealth Australia Forum

Daniel Kelly is the Chief Investment Officer at Viola Private Wealth, bringing over a decade of experience in private and investment banking. A seasoned investment strategist, Daniel has worked with some of Australia’s most affluent families and individuals, providing sophisticated, tailored solutions across multiple asset classes, including equities, fixed income, alternative investments, and derivatives.

Gillian Gordon is Executive Director and Head of Alternative Investments & Responsible Investing at JBWere. She leads strategy, selection, and execution for alternatives including Private Equity, Private Debt, Real Assets (Infrastructure, Property), Renewables, Natural Resources, and Hedge Funds. Gillian also spearheads JBWere's Responsible Investing expansion, covering ESG, ethical/impact investing, and stewardship. With over 20 years' global experience at firms like Standard Chartered and BMO Capital Markets, she brings extensive multi-asset investment and sustainability expertise to her role.

Scott Haslem leads the Chief Investment Office at Crestone Wealth Management, covering strategic and tactical asset allocation, portfolio construction and manager selection across equities, fixed income and alternative assets. Prior to joining Crestone, Scott was the Chief Economist for Australia and New Zealand at UBS. While at UBS, he led a consistently top-rated economics team for more than 10 years. Scott has more than 25 years’ experience in global financial markets and investment banking. Prior to joining UBS in 1998, he spent seven years working for the Reserve Bank of Australia, primarily in economic forecasting. Scott holds a degree with Honours in Economics from the University of Queensland and a Master of Economics degree from the Australian National University.

As a Principal and Financial Adviser at HOC Private Wealth, Lisa Papachristoforos was named 2023 SMSF Adviser of the Year at the Women in Finance Awards. A recognised subject matter expert with over 15 years of experience, she specialises in solving complex superannuation and SMSF challenges for her clients. Lisa is a key leader within a practice awarded SMSF Firm of the Year on multiple occasions and regularly contributes her expertise contributes her expertise to committees of professional associations.

Andrew McAuley is Managing Director and Chief Investment Officer at UBS Wealth Management Australia. He leads the development of discretionary and advisory multi-asset class investment strategies for Australian clients. With over 24 years' experience, Andrew was instrumental at Credit Suisse before its UBS integration. There, he founded their highly successful Australian Discretionary Portfolio Management service, renowned for strong client performance. This expertise, and his leadership in investment solutions and products, now benefits UBS clients.

Simon is Head of Investments at EWM Group, Australia’s first independent multi-family office. He has extensive experience in global markets and funds management. Prior to joining EWM, Simon was Head of Global Trading and Research for a single-family office based in Sydney, and held senior positions at Societe Generale and Macquarie Bank. Over the course of his career, Simon has specialised in the management of proprietary trading mandates, target investment portfolios, and multi-strategy solutions across all major asset classes.

Claire Simpson is the Head of Investments for JANA Investment Trusts, with over 15 years of experience at the firm. She previously served as Co-Head of Infrastructure Research, establishing herself as a leading expert in unlisted infrastructure, energy transition, and digital infrastructure. Her earlier career included roles at major institutions like Commonwealth Bank and PricewaterhouseCoopers. Claire holds a Bachelor of Accounting and Finance from Monash University, is a Chartered Accountant, and a graduate of the Australian Institute of Company Directors (GAICD).