Overview
Registrations for this event are now closed.
Join Women in ETFs (WE) Melbourne and Bloomberg for an event exploring the relationship between index investing and trends in active management.
This joint event, named after a chapter in Eric Balchunas’ new book, The Bogle Effect, features an insightful discussion exploring how Bogle and index investing have pushed active managers to be more creative and evolve in new ways—from launching thematic funds to ESG to direct indexing. The discussion will also examine how the rise of passive investing is changing the investment landscape.
All attendees will receive a complimentary signed copy of The Bogle Effect. Morning tea will be provided. Spaces are limited—please register to attend.
Speakers
Simone Bouch
Simone is responsible for growing MSCI’s business and client base across a range of MSCI product lines including index, ESG and climate, analytics, and private assets. Simone works with a range of clients including asset owners, asset managers and wealth organisations. Prior to joining MSCI in 2019 Simone’s career was in asset management leading distribution teams, most recently as Country Head for Standard Life Investments which merged with Aberdeen Asset Management to become Abrdn
Enid Lal
With more than 20 years’ experience in the asset management industry, Enid leads Stockspot’s superannuation and partnership initiatives. Stockspot is Australia’s first and largest online investment adviser. Enid previously worked at Vanguard where she managed institutional strategic accounts and was responsible for developing and managing investment and superannuation products. Enid is an active member of the Women in ETFs APAC (Melbourne) leadership committee.
Nilakshi Mukerjee
Nilakshi works as an Equities Trader & Assistant Portfolio Manager within the Equity Index Group at Vanguard Investments Australia. Nilakshi has over 15 years of industry experience in asset management and financial technology in the US and Australia, and holds a CFA, MS Financial Engineering and BS Software Engineering. Nilakshi is also the Chapter Lead for Women in ETFs Melbourne.
Rebecca Sin
Ms. Sin writes research, articles and featured stories about ETFs for the Bloomberg terminal and Bloomberg.com. She recently won the Bloomberg Intelligence 2021 4Q Franchise of the Quarter Award for her ETF research. She was previously the Head of Equities, Asia Pacific at Tradeweb and Head of Commerzbank ETF Sales and Trading for Asia Pacific. She was responsible for ETFs, equity futures/options and convertible bonds. She enjoys educating clients with respect to the entire Equities spectrum ranging from executions to driving the growth of the business. Ms. Sin’s career has been spent in London, Tokyo and Hong Kong, and she has experience working as a portfolio manager, market maker, synthetic equity trader and research analyst. Ms. Sin earned a Bachelor of Science degree from Brigham Young University majoring in Mechanical Engineering and minoring in Mathematics.
Eric Balchunas
Jeremy Duffield
Jeremy spent over 30 years with The Vanguard Group in its formative stages. Beginning in 1980 as Assistant to the legendary founder, Jack Bogle, he went on to head Planning and Development for the US company until 1996 when he moved home to Australia. He was the founding Managing Director of Vanguard Investments Australia until 2007 and Chair until 2010. Since 2012, Jeremy has been building digital financial advice capabilities as founding Chairman of SuperEd, including Retirement Essentials. His current non-executive roles include chair of MLC’s asset management subsidiary and director of Vanguard Super. Previously, he was the founding chairman of Plum Financial Services and director of MLC’s Responsible Entities.
Jason Lapping
Jason heads Dimensional’s international trading team, with traders located in London, Singapore, and Sydney. His focus is on ensuring the firm’s execution strategies and technological infrastructure meet the highest standards. Prior to joining Dimensional in 2010, he spent 14 years working around the world with Société Générale in their equities derivatives division, heading desks in London, Paris, Hong Kong, and Australia
Tim Edwards
Tim Edwards is Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, commodities, fixed income, and economic indices. Prior to joining S&P DJI in 2013, Tim worked for Barclays Capital, initially within fund-linked derivatives and subsequently in exchange-traded products and index-linked derivatives. Prior to that, he worked at the Royal Institution of Great Britain.
Tim holds a Ph.D in pure mathematics from University College London.
When & Where
Thursday, November 17, 2022
8:45 – 11:30 am AEDT
The Business Hub, Wesley Place
Level 1, 130 Lonsdale Street
Melbourne, VIC 3000