Peta is a Financial Services professional with over 25 years’ experience and a passion for helping Australian consumers and investment committees make sense of investment markets and opportunities. In her current role as Head of Retail Funds Management at Cromwell Property Group, Peta is tasked with growing Cromwell’s retail funds management business.

Peta's presentation will cover

Market and industry insights

Elliott has deep industry knowledge and specialist expertise in the regulation of fund and investment management businesses where he assists clients in establishing and growing their business plus structuring and launching new products. Elliott focuses on all facets of financial services compliance, including the AFS licensing and AML/CTF regimes, and works closely with clients to achieve their commercial objectives by transforming complex legal issues into practical solutions.

Elliott's presentation will cover

‘Navigating the CCIV regime – are you ready for the new reality?’

John is the Managing Director of Mackwell, a real estate-focused investment management and advisory business based in Brisbane. Mackwell makes private debt and equity investments on behalf of institutional and high net worth capital partners into core plus, value-add and development assets, and also provides a select group of clients with strategic advice on their portfolio and borrowing strategies. Prior to co-founding Mackwell, John led Deloitte Australia’s Real Estate Debt and Capital Advisory business and held roles at Brookfield Australia and Port Jackson Partners.

John's presentation will cover

Debt capital market insights: perspectives from a debt advisor, borrower, and lender

Emma will be our moderator for the Master Class

Emma offers a unique combination of working first-hand in the industry as legal counsel for a corporate and government bonds specialist together with over 10 years' experience advising clients in the funds management and financial services industries. Emma's areas of practice include banking and finance transactions, the establishment and ongoing operation of MISs (listed and unlisted), and AFS licensing. She has particular expertise in debt funds, from establishment through to structuring and documenting debt facilities. Our clients describe Emma as clear thinking, resourceful and results focused. Emma has a Master of Laws focused on financial services and previously worked in the Banking & Finance team of a national law firm. Emma is recognised in Best Lawyers in Australia for Banking & Finance Law.