Larry is founder of InvestorAdvocates.ca in Canada, which seeks to understand motivations that warp financial systems from being of service to the public, to becoming a dangerous drain upon the public.
Larry Bates
Larry Bates is a former banker turned investor advocate, author, and speaker. Larry spent over thirty years in the investment business with prominent institutions in Toronto, Canada and London, England including as Global Head of Debt Capital Markets for RBC Capital Markets.
Over the course of his career, Larry both collaborated with and advised many of the worldâs most sophisticated investors and financial institutions.
Larry founded the website wealthgame.ca in 2017 and has written a book, to be published in late 2018, aimed at helping average investors understand how to achieve better outcomes.
Larry is currently a member of the Investor Advisory Panel of the Ontario Securities Commission.
He is also an active member of TTF’s Team Americas.
Paul Bates
Paul Bates is a Canadian senior litigation counsel with 35+ years of experience in complex commercial litigation. Paul is also a member of the UK Bar, and professionally associated with Outer Temple Chambers in the London, U.K.
Paul maintains an extensive practice in financial services, including collective redress, with an emphasis on retail and institutional investor compensation for regulatory contraventions by financial institutions and intermediaries.
Paul serves as a member of the Ontario Securities Commission Investor Advisory Panel to assist the Commission to identify investor interests in Canadian regulatory developments. Paul also leads competition claims for consumer redress.
John Degoey
John J. De Goey, CFP, CIM, FELLOW OF FPSC⢠is a Portfolio Manager with Wellington Altus Private Wealth in Toronto. He enjoys a national reputation as an authority on professional, transparent and evidence-based financial advice. A frequent commentator on financial matters, he has written for a number of media sources including Advisorâs Edge Report, Canadian MoneySaver, MoneySense, The Globe and Mail and The National Post.
He has also made numerous appearances on a variety of television programs, including CBCâs Marketplace, News World and The National, BNNâs Market Call, and CTVâs Canada AM. In 2003, John released his groundbreaking book, The Professional Financial Advisor, which was subsequently updated in 2006, 2012 and 2016. His new book, âSTANDUP to the Financial Services Industryâ is due to be released in early 2019.
John is a recipient of the National Multi-Media Award conferred by the Canadian Association of Financial Planners; is the Past President of the CAFPâs Toronto Chapter; and is one of only 70 Canadians to be recognized as a FELLOW OF FPSC⢠for his contribution to the advancement of financial planning in Canada. In both 2014 and 2015, Wealth Professional Magazine named him one of the Top 50 Advisors in Canada. In 2017, John received the coveted Donald J. Johnston Award for Lifetime Contribution to financial planning in Canada from the Financial Planning Standards Council.
John has spoken at numerous conferences throughout Canada as well as in Ireland, the United States, and the Caribbean and has lectured on behalf of the Canadian Securities Institute. You can follow him on Twitter at: @STANDUP_Today
BenoĂŽt Lallemand
BenoĂŽt is the Secretary General of Finance Watch, the NGO dedicated to making finance serve society.
He was one of the association’s first hires in 2011 as a senior policy analyst (in charge of MiFID 2). He was also a senior advisor to Better Markets on EU affairs and head of strategic development and operations.
BenoĂŽt initiated the Citizensâ Dashboard of Finance and the Change Finance coalition, platforms allowing a broad range of stakeholders, including pioneers in sustainable businesses and financial services, academics and civil society organizations to engage on a global campaign to change finance.
Before joining Finance Watch, BenoĂŽt spent more than ten years in the financial sector â more specifically in clearing and settlement (market infrastructure). He was initially a team leader before holding senior positions in asset-servicing departments, focusing on fixed income and structured products primary markets and regulatory reporting. He was then in charge of several business steering committees and strategic projects. BenoĂŽt also has roots in the NGO world as a co-founder of ATTAC-Bruxelles.
Ian Fryer
Ian is an actuary and has been heavily involved in Australiaâs superannuation and pension industry for over 20 years in a range of actuarial, administration, consulting and research roles.
For the last 12 years he has been Head of Research at Chant West, a leading superannuation consultancy and research firm established in 1997. Chant West’s research on superannuation and pension funds is highly regarded for its accuracy, insightfulness and integrity, and it is widely used by financial advisers and by the funds themselves.
The research feeds into a suite of user-friendly tools that make it easy for funds, advisers and individual consumers to analyse and compare products on a fair, ‘apples with apples’ basis.
Ian is is responsible for managing a team that provides product research used by a large number of superannuation funds, financial advisers and consumers to compare superannuation and pension products.
A key area of concern for Chant West is to ensure that products are compared on a like-for-like basis, which is a challenge given inconsistent disclosure by funds in Australia. Ian and Chant West have long advocated for improved disclosure of fees, insurance and investment performance in the Australian environment.
Dr David Knox
David is a Senior Partner at Mercer and Senior Actuary for the Pacific region. He is the National Leader for Research and Policy in Australia and the actuary to the Tasmanian and Western Australian public sector superannuation plans.
He was the industry expert of the three person team who conducted a review of Military Superannuation for the Australian Government and is the lead author of the Melbourne Mercer Global Pension Index.
Before joining Mercer, David was at PricewaterhouseCoopers and prior to that was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in the superannuation and retirement incomes area. He has spoken and written widely in this area and has served on many Government and industry committees.
David was an independent Board member of Australian Prudential Regulation Authority for five years and President of the Institute of Actuaries of Australia in 2000.
Dr. Nicholas Morris
Dr. Morris is an Adjunct Professor of the law faculties of UNSW, Sydney, and Latrobe, Melbourne; a visiting fellow at the Martin School, Oxford; and a guest professor at the China Executive Leadership Academy, Pudong, China.
He has been Deputy Director of the UK Institute for Fiscal Studies; Chief Executive and Chairman of various economic consultancies including London Economics; a visiting fellow at Balliol and St Anthonyâs Colleges in Oxford, and at Melbourne University; and has led numerous projects in developing countries.
Dr. Morris is the co-editor of âCapital Failure: Rebuilding Trust in Financial Servicesâ, published by OUP in 2014, and author of âManagement and Regulation of Pension Schemes: Australia, A Cautionary Taleâ, published by Routledge in 2018.
Gordon Noble
Gordon Noble is Head of Policy and Advocacy at the Australian Sustainable Finance Initiative and an Associate at The Blended Capital Group.
Gordon was one of the first employees of the United Nations backed Principles for Responsible Investment. Collaborating with a group of responsible investors Gordon was responsible for founding the Responsible Investment Academy, a global online training platform that educates investors on incorporating environmental, social and governance issues into investment processes which is now the PRI Academy.
He represented the superannuation industry on the ASX Corporate Governance Council and worked with the Australian Council of Superannuation Investors to develop a framework to benchmark the sustainability reporting of Australian listed companies. As director of government relations and strategy with the Association of Superannuation Funds of Australia he worked on a broad range of superannuation policy issues.
Over a 25 year career Gordon has worked in investment management, banking, industrial relations, and as a political adviser and trade union official.
John Hewson
CAREER HIGHLIGHTS
My career can be divided into five parts, sometimes overlapping
-economist and academic
-business
-politics
-charitable, not for profit and community activities
-media, as a columnist and commentator
ECONOMIST AND ACADEMIA
Research Assistant to Professor Carl Christ The Johns Hopkins University USA
Teaching Fellow at various universities in Canada and USA
Professor of Economics, University of New South Wales (appointed â76 -11 years) and Head, School of Economics (4 years)
Professor of Management and Dean, Macquarie Graduate School of Management (21/2 years, hired as a change agent to rank MGSM as No 1 in Australia, NZ and Asia)
Professorial Fellow, Crawford School, Australian National University (Current)
Professor and Chair, Tax and Transfer Policy Institute, Crawford School, ANU (Current)
Adjunct Professor UTS Business School (Current)
Adjunct BCEC Professorial Fellow Curtin University (Current)
Professorial Fellow, Thinker-in-Residence, and Member Advisory Board, Institute of Applied Ecology, University of Canberra (Current)
Adjunct Professor, Griffith University, Centre for Sustainable Enterprise (Current)
Advisor, UNSW Grand Challenge on Inequality (Current)
Member, External Advisory Committee, School of Business, WSU (Current)
Director, The Sir Roland Wilson Foundation, ANU (Current)
Visiting Professor, Keio University, Japan, and Institute of South East Asian Studies, Singapore (several occasions)
Director, Japanese Economic Management Studies Centre, UNSW
Research Associate and Member of the Management Committee, Centre for Applied Economic Research, UNSW
Member, Advisory Board, Industrial Relations Research Centre, UNSW
Member, Advisory Board, NSW Institute of Languages, UNSW
President, The Economic Society of Australia (NSW Branch)
Founder, Macquarie Economics, Macquarie Bank Limited
Economist, Australian Treasury (Bureau of Census and Statistics)
Consultant, then Economist, International Monetary Fund
Visiting Economist, Reserve Bank of Australia, subsequently Deputy Manager, Banking and Finance Department
Economist with UNESCAP, Bangkok; Monetary Authority of Singapore, Singapore; and Consultant, ADB, Manila.
Spoken and lectured widely at academic, economic and business conferences as an economist, worldwide over the last 40 years
BUSINESS
Before entering politics (approx 5 years)
Business Consultant and Strategist with major clients Hill Samuel Australia, Australian Bank, Sumitomo Bank (Australian Advisor, 2 years), OCBC Singapore, Midland Bank, Bank of America, Baring Securities Australia, F.W.Holst, Australian Merchant Bankers Association
Founder and Founding Executive Director/Member of the Executive Committee, Macquarie Bank Limited
Trustee, IBM Superannuation Fund
Owner Simpsons, one of Sydneyâs leading restaurants
Post politics (since 1995)- only major appointments
Chairman, ABN AMRO Australia, and Member Advisory Board (11 years)
Director, Moran Healthcare Group, Chairman, Pulse Health, Chairman, People First Retirement Living
Director, GRD and Minproc Engineers
Chairman, Belle Property
Deputy Chairman, The Television Shopping Network
Director, IT&T Services
Chairman, Strategic Capital Management
Chairman, Australian Bus Manufacturing Company, and Deputy Chairman, The Qingdao Pacific Coach Company
Director, E.G.Funds Management- current
Chairman, Global Renewables Limited
Chairman, EnergyMad
Chairman, Natural Fuels Limited
Chairman, GlobalDC Limited
Chairman, Elderslie Finance Limited
Chairman, Touring Car Entrants Group of Australia, and Director, V8 Supercars Australia
Chairman, GSA (General Security Australia)- (Current)
Chairman, Signature Gold Limited- (Current)
Chairman, Equiti Capital Limited
Chairman, Shartru Capital Limited
Chairman, Shartru Wealth Management
Chairman, RESI Financial Services, a JV between Shartru Wealth and RESI Home Loans
Chairman, Larus Energy, Australia and PNG
Director, North Queensland Bio-Energy Corporation (Current)
Executive Director, Core Fuel Limited
Executive Director, Core Graphite Limited
Chairman, Momentum Wealth Limited
Chairman, Momentum Developments Limited
Chairman, Momentum Energy and Resources Limited
Advisor, Tsing Agri-Tech Fund
Chairman, Northern Metropolitan Cemeteries Trust for NSW Government (Current)
Chairman, The John Hewson Group- investment banking, start-ups, turnarounds, property- (Current)
Australian Advisor, Infosys Limited
Advisor, WSN Environmental Solutions
Chairman. Port Augusta Graphite Energy P/L (Current)
Director, Solastor P/L (Current)
Director, CDPWaste2Energy P/L
Director, Crescent Wealth and Crescent Super
POLITICAL CAREER (2 stages, 1976-1983 as a staffer, and1987-Member of Parliament)
Chief of Staff/Senior Advisor to two Federal Treasurers, Sir Philip Lynch and John Howard, and to the Prime Minister, Malcolm Fraser- 7+ years
Member for Wentworth in the Federal Parliament-8 years
Shadow Minister for Finance
Shadow Treasurer
Leader of the Liberal Party, Leader of the Federal Coalition, and Leader of the Opposition- 4 years
Shadow Minister for the Arts
Shadow Minister for Industry, Commerce, Infrastructure and Customs
Official Guest, British Government
Led many delegations internationally, meeting many of the worldâs leaders, most notably, I was one of first western leaders to visit Beijing, post Tiananmen Square, meeting with Jiang Zemin and Li Peng, and other senior ministers; met meet with two US Presidents; and led the first Trade Mission of business and political leaders from Australia to Taiwan.
CHARITABLE, NOT-FOR-PROFIT and COMMUNITY ACTIVITIES
Major charities
Launched and Led, The National Breast Cancer Campaign
President, Arthritis Australia, leading it to become A National Health Priority
Chairman, and Founder, Osteoporosis Australia since 2000
Chairman, KidsXpress since 2005
Chairman, Advisory Board, Cambodian Childrenâs Fund
Patron of a host of other charities etc
Other major activities, in no particular order
Government- Consultant, Australian Financial System Inquiry (Campbell Committee)
-Member, Fraser Government Task Force on Final Report of The Australian Financial System Inquiry, to assess and advise on the implementation of the Report
-Member and Consultant, NSW Governmentâs Whitlam Committee on Offshore Banking
-Adviser to Tasmanian Government on banking, finance and related matters
-Tasmanian Representative on Treasurer Keatingâs Officials Committee on Offshore Banking
-Member, Kyoto Protocol Ratification Advisory Group (formed by NSW, Victorian and South Australian Governments, 02/03)
Sporting -Member, Bid Team for Melbourne and Sydney Olympic bids
-Olympic Attache- Netherlands Olympic Team Sydney 2000 Games
– Chairman, Sydney United Soccer Club
-Chairman, Investment Advisory Committee, Australian Olympic Foundation (current)
-Patron, Australian Corporate Games
Other- Chairman, National Business Leadersâ Forum on Sustainable Development (6 years)-currently on Steering Committee
-Director, The Asia-Australia Institute, UNSW
-Member, Australian Davos Connection Foundation Council
-Member, National Advisory Board of Association Internationale des Etudiants en Sciences Economiques et Commerciales (AIESEC)
-Member, External Advisory Group, Group Training Australia (current)
-Hon. Trustee, Committee of Economic Development of Australia (CEDA)(current)
-Member, Advisory Group, Australia Worldwide, Solutions for a Sustainable Future (current)
-Member and Signatory, The Australian Multicultural Foundation (current)
-Chairman, Positive Ageing Foundation
-Chairman, The Leadership Foundation
-Chairman, Foundation for the New England Regional Art Museum
-Chairman, RepuTex Advisory Committee
-Chairman, Carbon Economy Task Force 2009
-Patron, Australians For Just Refugee Programs (Current)
-Director, The Southern Highlands Foundation
-Director, Australian Indigenous Chamber of Commerce
International- Member, Asia-Pacific Business Forum
-Member, Eminent Persons Group on Current and Prospective Economic and Social Performance in the UNESCAP Region
-Member, UNESCAP Expert Group on Development Issues and Policies: Infrastructure Development
-The Special Advisor to the Under Secretary of the United Nations and the Executive Secretary on Infrastructure Financing, UNESCAP
-Member, The Trilateral Commission (current)
WWF Earth Hour Ambassador 2013
Chairman, Asset Owners Disclosure Project
Member, Experts Panel Low Carbon Economy, prepared for Weatherill Government, South Australia
Chairman, Northern Metropolitan Cemeteries Trust Board for NSW Government (Current)
Member, National Standing Committee on Energy and the Environment (Current)
Patron, Australian Solar Council (Current)
Chair, Business Council for Sustainable Development Australia (Current)
Chair, BioEnergy Australia (Current)
Member, SteerCo, Australian Sustainable Finance Roadmap
MEDIA
I have written columns, given hundreds of speeches/lectures at conferences around the world, and appeared regularly as a radio and television commentator for nearly 35years.
Major media activities:
Economics Consultant and Author, The Economist Column, Business Review Weekly, 1983-87
Editorial Advisor, Member Advisory Board and Columnist Triple A magazine
Australian Correspondent for International Reports (a Financial Times subsidiary based in New York)
Regular Columnist Australian Financial Review (more than 15 years)
Weekly Columnist Southern Highlands News (Current)
Columnist Fairfax Media â SMH, Age, Canberra Times, and on line (Current)
Weekly Columnist Fairfax Regional Media (Syndicated) (Current)
Weekly Commentator and Contributor Sky News including Switzer (Current)
Regular commentator widely, radio/ TV/ newspapers
A host of invited columns in Australian and overseas publications
Member Gruen Nation ABC program 2010 Federal Election- the highest rating ABC program of the year, and again in 2013
PROFESSIONALÂ STANDING
By invitation or award
– Fellow, Academy of the Social Sciences of Australia (FASSA)
– Fellow, Australian Institute of Company Directors (FAICD)
– Fellow, Finance and Treasury Association (FFTP(Hon))
– Affiliate, The Securities Institute of Australia (ASIA)
– Fellow, The Hong Kong Management Association
– Member in the Order of Australia- For service to business and economics, to the Australian Parliament and politics, and to the community.
– Centenary Medal7
– Woodrow Wilson Fellow
– Lifetime Achievement Award University of Regina, November 2009
– Order of Merit, Australian Olympic Committee May 2010
PROFESSIONAL PUBLICATIONS AND BOOKS
Numerous publications in refereed journals, book chapters, etc.
Liquidity Creation and Distribution in the Eurocurrency Markets D. C Heath Lexington Books, 1975
The Eurocurrency Markets and Their Implications- A New View of International Financial Markets and their Implications for Monetary Reform (with Sakakibara) D.C. Heath Lexington Books, 1975
Offshore Banking in Australia (Campbell Committee) 1981
Australians Speak 1991
Fightback 1992
Presently finishing two books – â Public Policy Bookâ and another as a Collection of major public policy columns and speeches etc