The recording is now available.
Synopsis
The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are seeking enhanced income, an inflation hedge, increased diversification or exposure to a particular investment theme, there is likely an ETF that can offer a potential solution.
The upcoming Manager in Focus webinar will bring together two established ETF providers to discuss the Australian ETF sector, what goes into developing a new passive ETF and what advisers and investors should look at when investing in an ETF.
Peter Green, Director of Research, will be joined by Cameron Gleeson, Senior Investment Strategist, of Betashares and Tamara Haban-Beer Stats, Director, ETF and Index Investments Specialist, of BlackRock. Nathan Umapathy, Manager, Passive at Lonsec Research, will also join to give an overview of the current sector and outlook for the next 12-18 months.
Peter Green, Lonsec
Director of Lonsec Research (Host)
Peter joined Lonsec in 2008 and is Lonsec’s Director of Research, a role he has held since 2020. In this role, Peter is responsible for leading the research effort for all professionally managed investment capabilities including managed funds, ETFs and LICs/LITs. Peter also manages the broader research team as well as enhancing the research process as required. Peter had previously been the Head of Listed Products among other roles.
Prior to joining the Managed Funds team in mid-2012, Peter held roles as a Senior Investment Analyst for both Equities Research and Direct Property. Before his career at Lonsec Research, Peter worked as a Development Analyst/Senior Property Accountant for an Australian REIT, where his main role was providing analysis and budgeting/forecasting capabilities to the Australian retail property team. He originally worked for Andersen/Ernst & Young as an external audit senior as well as spending two years in the United Kingdom in various accounting roles. He is a Chartered Accountant.
Tamara Haban-Beer Stats
BlackRock
Tamara Haban-Beer Stats, Director, is the lead ETF and Index Investments Specialist in Australasia. Ms Stats has responsibilities partnering with our wealth and institutional distribution teams to deliver investment strategy thought leadership as well as ticker insights on our listed ETF’s and unlisted index range of products.
Prior to this role Ms Stats was lead Relationship Manager for the Whole Portfolio client base with responsibilities spanning sales, client servicing and crucially, delivering all of BlackRock to the firm’s Australasian clients with whom we engage in this style. Ms Stats joined BlackRock in 2021 as a result of BlackRock’s growth and commitment to its Whole Portfolio offering.
Prior to joining BlackRock, Ms Stats led JP Morgan Sydney’s private side interest rate and commodities solutions businesses. In this role Ms Stats assisted corporates, banks, sovereigns, supranational and agency clients manage their exposure to financial risks using derivatives as well as structuring bespoke hedging solutions for corporate M&A and capital market transactions. Prior to working for JPMorgan, Ms Stats worked on the rates derivative sales desk and later Capital Markets and Treasury solutions team at Deutsche Bank AG Sydney. She started her banking career there in 2006 firstly as a graduate analyst in operations.
Ms Stats has a Bachelor of Commerce (Economics) from the University of Melbourne as well as a Bachelor of Science (Biochemistry & molecular biology) from the University of Melbourne earned in 2006. Ms Stats has more recently developed an interest in Sustainability, completing a certificate in Sustainable Finance from the University of Cambridge in 2021.
Nathan Umapathy
Manager, Passives, Lonsec Research
Nathan joined Lonsec in June 2018 and is the Manager of the Passive team. He previously worked as a Research Analyst at Bell Potter, covering both the Listed Investment Company and the Exchange Traded Fund Sector. Specific to that role, he was responsible for authoring the highly regarded LIC Weekly and Quarterly reports. Prior to that role, he worked as an Assistant Analyst to the Head of Research at Bell Potter. Nathan holds a Bachelor of Commerce from the University of Melbourne.
Cameron Gleeson
Senior Investment Strategist, Betashares
Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Prior to joining Betashares, Cameron was a portfolio manager at Macquarie Asset Management, and was responsible for the structuring and management of Macquarie’s listed and unlisted structured product offering. Cameron’s other experience includes Head of Product at Bell Potter Capital, working on JP Morgan’s Equity Derivatives desk and at Deloitte Consulting. He holds a Bachelor of Commerce from the University of Western Australia and a Master of Commerce (Hons) from the University of New South Wales.
