Join us for a webinar with Daintree Capital Senior Credit Analyst Brad Dunn, eInvest Investment specialist Tamas Calderwood, Chi-X Head of Product Development Ross Pullen and Chi-X Business Development Executive Bryan Richmond who will discuss:
Earn CPD Points from the Financial Planners Association. There will also be time at the end of the webinar for a Q&A with the speakers. Attending this talk will also qualify for you to be eligible for CPD points as well.
Tamas joined eInvest in 2019 and has over 25 years of experience in the financial services industry between Sydney, London and New York. Tamas believes that ETFs are a powerful disruptor in the investment landscape and their increasing adoption will help to break down many of the complicated barriers and obstacles that have made investing far too difficult for millions of Australians.
At eInvest, Tamas will focus on advisers, platforms and dealer groups to ensure the widest possible audience for our ETFs.Tamas also loves the ocean, both as a surf lifesaver and competitive (for his age group!) swimmer.
Brad Dunn is a Senior Credit Analyst with Daintree Capital that is partnered with eInvest. Prior to Daintree, Brad was with Ord Minnett for over 10 years. Brad’s most recent role at Ord Minnett was as Senior Analyst and Portfolio Manager in the Fixed Income team. In this role, Brad was responsible for the portfolio management of an income orientated portfolio and providing modelling and valuation analysis on listed interest rate securities. Brad would also undertake strategic asset allocation advice for Ord Minnett’s internal models. Brad also gained extensive experience as an equities analyst whilst at Ord Minnett, covering the consumer services, property, mining services, retail, technology and industrial sectors.
Ross Pullen leads product development efforts to launch new markets at Chi-X, joining the organisation in October-2015.Prior to joining Chi-X, Mr Pullen led the AQUA team at the Australian Stock Exchange where he was responsible for ETF, Managed Fund, Hedge Fund & Warrant markets and ASX BookBuild. His background includes >12 years stock experience and uniquely, he either lead or was a member of teams which launched both of Australia’s ETF markets.
Bryan Richmond is the Business Development Executive at Chi-X Australia, joining the organisation in May 2016. He brings extensive experience in markets, stockbroking, investing & lendingBryan’s previous roles include Associate Director of Equity Products for Commonwealth Bank Institutional Banking & Markets, and Senior Relationship Manager of CommSec where he managed a portfolio of High NetWorth clients. Before joining CommSec in 2007, Bryan worked at Merrill Lynch HSBC for 6 years, where he held positions of Equity & Derivatives Dealer and Team Leader of Equities.Bryan has been proactively involved in the retail stockbroking community in Australia for 20 years and sits on the Committee of the Australian Stockbrokers Foundation.
eInvest creates for you easy, tradable, active ETF investment solutions for your everyday investment needs by offering high quality portfolios based on the research, skill and intellect of experienced investment professionals. Our active ETFs have been created to meaningfully add value to your overall portfolio. eInvest was founded by senior executives at Perennial. Perennial Investment Management Limited is the Responsible Entity and Issuer of eInvest funds.
Chi-X Australia (Chi-X) is a fully regulated stock exchange committed to transforming, improving and growing Australia’s securities and derivatives markets. Chi-X has experienced strong and sustained growth and regularly achieves significant milestones – including over 20% market share and $1billion in traded value in equity trading and upto 40% of the Australian ETF market (trading and reporting). The Chi-X investment products platform offers a range of unique products exclusively traded on Chi-X, including funds (ETFs & Quoted Managed Funds), Transferable Custody Receipts (TraCRs) and Chi-X Warrants.Chi-X has over 45 market participants and a full list can be obtained here.