Industry Forum: Post-Pandemic Market Dynamics

Post-Pandemic Market Dynamics: The New Norm in Capital Markets, Investment and Saving for Retirement

Chair

Prof. Nadia Massoud (Melbourne Business School, The University of Melbourne)

Panel

Dan diBartolomeo (President and Founder of Northfield Information Services)

Kate Howitt (Portfolio Manager Fidelity International)

Dr Kingsley Jones (Jevons Global)

Dan diBartolomeo is President and Founder of Northfield Information Services, Inc. Based in Boston since 1986, Northfield develops quantitative models of financial markets. He sits on boards of numerous industry organizations include IAQF and CQA, and is past president of the Boston Economic Club. His publication record includes more than thirty-five books, book chapters and research journal articles. In January of 2018, he became co-editor of the Journal of Asset Management. Dan spent numerous years as a Visiting Professor at Brunel University. In 2010 he was given the “Tech 40” award by Institutional Investor magazine in recognition of his role in the discovery of the Madoff hedge fund fraud. He has also been admitted as an expert witness in litigation matters regarding investment management practices and derivatives in both US federal and state courts.

Kate Howitt is a portfolio manager in Fidelity's highly successful Australian equities investment team. She was promoted to the position in 2007 to manage Australian-benchmarked portfolios. She has been portfolio manager for the Fidelity Australian Opportunities Fund since 2012. Kate was previously a research analyst for three years covering banks, insurers and diversified financials. Prior to that she was an analyst / portfolio manager with AMP Capital for the AMP Value Plus Fund covering financials, food and retail. Kate was a consultant with Boston Consulting Group in Sydney before she started her career in funds management. Kate has completed a Bachelor of Arts, liberal arts at St John’s College, Santa Fe New Mexico and a Master of Business Administration at University of Chicago Booth School of Business. She is also a recipient of prestigious Deans Award for Distinction.

Dr Kingsley Jones is Founding Partner/CIO for Jevons Global, a global investment firm. He has been: Portfolio Manager for the Macquarie Global Thematic Fund; Global Head of Quantitative Trading Research and a member of the Australian Value team at AllianceBernstein LP; head of Quantitative Research at CFSB in Sydney; and a Quantitative Analyst at County Investment Management. Kingsley holds a PhD in Theoretical Physics from the University of Bristol (1990), and a BSc (hons) from ANU (1984), a CFA and is affiliate member of the MTA. He is a commentator on CNBC and developed the cost-basis theory of market sentiment.