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SAHMRI
SAHMRI

The 2018 Wealth and Wellbeing Investment Seminar

The Seminar has ended but Virtual tickets are still available, get your ticket here and experience W&W 2018. All contributions to W&W are tax-deductible donations to SAHMRI.


Wealth & Wellbeing’s purpose is to harness the resources of Australia’s investment community to make a meaningful, long-term contribution to health and medical research. The goal is to fund the “Wealth & Wellbeing Research Fellowship” at the South Australian Health and Medical Research Institute, which will require of the order of $500,000 over 5 years.

W&W’s fundraising goal will be achieved by creating thought-provoking, cutting-edge seminars and events, hosted by and for the broad investment community. The events will bring to the stage pre-eminent fund managers, investment thinkers and ASX-listed up-and-coming companies, to educate and inform investors.


The W&W Investment Seminar

The inaugural fundraiser will be the W&W Investment Seminar, was held on the evening of Wednesday 11 April 2018 in the SAHMRI auditorium. The seminar was an exciting, fast-paced expose of current investment thoughts and trends, and featured:

  • Distinguished fund managers presenting their single best investment ideas - Erik Metanomski, Private Investment Fund Manager, Kris Webster, Magellan Group, Rob Shand and Elaine Stead, Blue Sky Alternative Investments and Argyle Pink Diamond specialists Archer & Holland;
  • SA-Born and Bred ASX-listed Hidden Gems – Bionomics and Beston Global Food Company;
  • SAHMRI Chairman, Raymond Spencer, and Cancer Research Director, Prof Deb White telling their SAHMRI story. 
  • Detailed speaker profiles can be found at the bottom of this page.

Who should purchase a Virtual Seminar ticket?

This event will appeal to anyone with an interest in cutting-edge investment trends while making a meaningful contribution to cancer research.


Ticket Options - all options are tax deductible donations to SAHMRI.

Digital Pass - $50 per person

  • For those who couldn't attend on the night, but wish to view the presentations online.

Donation

All funds are banked direct to SAHMRI and the full ticket price should be either a business expense or a tax-deductible donation to SAHMRI.

You can purchase virtual tickets to the W &W Seminar on our Eventbrite page.


About the Wealth & Wellbeing Seminar Series

W&W’s initial goal is to fund a Research Fellowship at the South Australian Health and Medical Research Institute (SAHMRI). For the W&W Fellowship to attract quality candidates, the offer will need to be of the order of 3-5 years at $100,000 - $140,000 per year.

Our aim is to raise in excess of $100,000 annually, reviewing the date of the initial Fellowship offer following the first event. All contributions to W&W go directly to a Fellowship Fund managed by SAHMRI.


Our Supporters

W&W has received enormous and spontaneous support from the investment community and beyond to service and product suppliers.

We feel blessed, in our inaugural year, to have received such significant backing and encourage everyone to click through to their sites and consider their offerings should you ever have a need.

Partner Members

Partner Members have underwritten the success of the W&W Investment Seminar in two ways – by contributing as a presenter, thereby creating the program for everyone to enjoy, and through a significant financial contribution to the Fellowship Fund of $10,000.

Archer and Holland LogoBlueSky LogoMagellan LogoBionomicsBeston Global Logo

Corporate Members

Corporate Members have supported the seminar as $5,000 sponsors, a direct contribution to the Fellowship Fund.

Leedam SheppardKain Lawyers Logo

Sponsors

W&W has received enormous support from companies and individuals, who have generously provided their services and products to ensure the vast majority of income raised goes directly to the W&W Research Fellowship Fund.

Our Sponsors – Cast Adrift Productions, part of the Where-U-Learn Group, Coopers Brewery, Erik Metanomski, Susy Daw, Svelte Studios, Taylor & Holmes in conjunction with Beston Global Food, and Vinomofo.

Cast Adrift Where You LearnCoopersSvelte StudiosTaylor & HolmesVinomofo Logo


Who is W&W?

W&W is a non-trading entity, established by Graham Teague and Nigel Stewart, business partners at Bell Potter Securities. W&W’s sole purpose is the creation and maintenance of a brand that enhances the potential to achieve their long-term philanthropic goals in support of health and medical research. Download the Bell Potter Securities Brochure on Navigating your financial journey.

Graham TeagueNigel StewartBell Potter Logo

The W&W Logo

Wealth and Wellbeing Logo

The Triple Bottom Line (or TBL or 3BL) was a term coined in 1994 by John Elkington, UK author, advisor and serial entrepreneur,  to provide corporations with a framework to report not just on their financial results, but also their social and environmental contributions. The clean, simple W&W logo has been designed as an ongoing reminder of the corporate social responsibility associated with supporting the Wealth & Wellbeing cause.

 


Speaking Panel

Susy Daw
Master of Ceremonies
Susy Daw

Susy is a risk management consultant and business mentor with her own business, MQM Business Consultants. She has twenty-one years’ experience in risk and strategic consulting for the public and private sector. Susy engages with Boards to link risk and strategy - ideal skills for an Investment Seminar! Susy has consulted in health, aged care, tertiary education, education, the not-for-profit sector, environmental portfolios, major events, sport and recreation, finance and banking, Government and Local Government, transport and the building industry.

Other governance expertise includes thirteen years as a facilitator for the Australian Institute Company Directors in the Foundations of Directorship, Company Directors Course and Applied Risk Governance. Her accreditation includes delivery of Strategy and Risk modules and being acknowledged as one of the highest rating facilitators nationally. The AICD also utilise Susy for ‘In Boardroom’ sessions and to facilitate debates and panel discussions.

Susy’s current board appointments include External member, SA Health Risk and Audit Committee, ECH SA Inc. and Chair, ECH SA Inc. Board Risk and Audit Committee, Chair of The University of Adelaide Risk Management Reference Committee, Chair St. Andrew’s Hospital Credentials Committee and has recently retired as an St. Andrew’s Hospital Board Member.

Erik Metanomski
Private Investment Fund Manager
Erik Metanomski

Erik Metanomski is a director of Lanyon and co-manages the Lanyon Australian Value Fund, which has averaged annual returns after fees of 13.6 percent over the past five years, more than double the Australian sharemarket’s 6.3 percent. He is regarded as one of Australia’s most successful deep-value managers, with an outstanding long-term performance record.

Prior to Lanyon, Erik was the founder of MMC Asset Management, one of Australia’s best-performed deep-value fund managers. Erik was portfolio manager of MMC’s flagship fund, the Value Growth Trust, from 1993 to 2005. During this 12 year period, the fund produced gross investment returns of approximately 25% compound per annum. His contrarian views have made Erik one of Australia’s most successful investment fund managers. Erik now resides in Indonesia where he, with his wife Lisa, are heavily involved in humanitarian work.

Robert Shand
Managing Director of Blue Sky Alternative Investments Limite
Robert Shand


Robert Shand is Managing Director of Blue Sky Alternative Investments Limited, an ASX listed (ASX:
BLA) alternative asset manager investing across private equity, venture capital, private real estate,
water, infrastructure, hedge funds and agriculture.

Robert joined Blue Sky in 2010 as part of its private equity team where he was responsible for
sourcing and executing investment opportunities, as well as managing and exiting those
investments. In this capacity, Robert has served on the board of a broad range of our investee
companies. Robert also played a key role in the listing of BLA in 2012.

Prior to joining Blue Sky, Robert was a management consultant at Bain & Company, working in their
Sydney, Tokyo, London and Johannesburg offices. In this role, Robert advised a range of large
Australian and global businesses on business strategy across a range of industries, including financial
services, telecommunications, retail, consumer products, resources, and private equity.
Robert holds a Bachelor of Commerce (first class honours) and a Bachelor of Laws (first class
honours) from the University of Queensland. He has also completed the Australian Institute of
Company Director’s company directors’ course. Robert is married to Anna and has three children,
Sophie, Rupert and Harvey.
 

Elaine Stead
Managing Director of Venture Capital, Blue Sky Alternative Investments
Elaine Stead

Elaine is the Managing Director of Venture Capital and is responsible for the management of the Blue Sky venture capital fund and portfolio. Established in 2012, the venture capital division has expanded to three funds, and over $200 million in assets under management across a broad range of industry sectors.

Elaine has worked for a number of years as a venture capitalist and management consultant to the venture and industry across Australia and the United States. Elaine has also worked in strategic management consulting, with both NASDAQ and ASX listed and private companies based in Australia and the US. Originally trained as a stem cell biologist, Elaine has since spent the last two decade within the innovation and investment spectrum, initially in technology commercialisation assisting public institutions and founders translate and commercialise their technology across a broad range of industry sectors including agriculture, healthcare and IT.

Elaine has a strong academic foundation holding a PhD in biochemistry from the University of Adelaide. She is actively involved in Australia’s professional venture capital community, as a member of AVCALs venture capital stakeholder committee and as a member of the investment committee of ANUConnect Venture Capital, the Australian National University’s venture capital fund.

Kris Webster
Portfolio Manager and Head of Technology, Communications and Media, Magellan Group
Kris Webster

Kris Webster joined Magellan in 2008. Kris is Head of the Technology, Communications and Media Team, responsible for covering stocks across both the Global Equities and Global Infrastructure strategies, and in August 2016 was appointed to the additional role of Portfolio Manager. In 2013, Kris moved to the US to open Magellan’s New York investment office and in 2017 he returned to Magellan’s Sydney office. Prior to Magellan, Kris spent five years with Capital Partners (now CP2) as a senior investment analyst with a focus on transport and infrastructure, as well as general coverage. Kris spent four years as an academic at the University of New South Wales’ School of Banking and Finance.

Kris is a CFA Charterholder and holds a Bachelor of Commerce (Honours) from the University of New South Wales. Kris is a member of Magellan’s Investment Committee.

Lisa Loehr
Pink Diamond Specialist
Lisa Loehr

Lisa Loehr has been in the diamond industry for over 30 years and has a well-respected diamond wholesale business. Lisa’s passion for pink diamonds is unsurpassed and contagious, demonstrated by her client base that extends worldwide, with business relationships decades long. With a wealth of knowledge in the industry, Lisa is a powerful advocate of Pink Diamonds, buying and selling them locally and internationally.

Lisa is a staunch supporter of the Kimberley Process and Mine of Origin. The Mine of Origin program offers customers the confidence that the diamonds are sourced from a known mine, operated by a world-leading mining company, managed as a separate product stream and distributed according to the rules of the Kimberley Process. Specifically, a “fingerprint” is etched onto the diamond and travels with the diamond all the way to the retailer.

Raymond Spencer
Chairman, SAHMRI
Raymond Spencer

Mr Raymond Spencer was born in Adelaide and studied at the University of Adelaide. Raymond has extensive business experience derived from living and working in the USA, India and Europe and brings more than thirty-five years of leadership in international business, management planning, technology, finance, organisational culture and mergers and acquisitions. 

Raymond was appointed to the SAHMRI Board as Chairman on 21 December 2009. He is also Chairman of the South Australian Economic Development Board (EDB) and Chairman or board member of a number of private and public companies in Australia and the U.S.A. He is an investor in and director of a number of private companies and is a member of the investment committee in three US-based venture funds. Highly experienced in directing international projects, Raymond has worked in eighteen countries including the United States, Australia, India, UK, Hong Kong, Japan, and Singapore. He has also advised corporations and not-for-profit groups on organisational, cultural, and leadership initiatives.

Prof Deb White
Director of Cancer Research & Deputy Cancer Theme Leader, SAHMRI
Prof Deb White

Professor White is the Director of Cancer Research and Deputy Cancer Theme Leader at SAHMRI. She is a Senior Principal Research Fellow at SAHMRI and is a Professor in Medicine, Paediatrics and Biomedical Science at the University of Adelaide.   In addition, she is a Fellow of the Faculty of Science (Royal College of Pathologists of Australia) a member of the American, European and Australian Societies of Haematology the Australian and New Zealand Children’s Oncology Group (ANZCHOG) and the International Children’s Oncology Group (COG).

Professor White’s research focus is in Chronic Myeloid (CML) and Acute Lymphoblastic Leukaemia (ALL) and she holds/has held (peer-reviewed) grants from The Hughes Foundation (USA) and the Leukemia Lymphoma Society (USA), the NHMRC, the Leukaemia Foundation Australia (LFA), Channel 7 and the Cancer Council SA (CCSA).    She also plays an active role in Pharmaceutical Advisory Boards.

Professor White is an active member of the National Health & Medical Research Council (NHMRC) including the NHMRC Academy, the Translational Research Program Advisory Committee, Program Grant Committee and the Women in Health Science Executive Committee. She is also the lead investigator of the ALL Stream of Australian Genomics. In addition, she is an active peer reviewer for 16 Scientific Journals, and on the Editorial board of Cancer Letters and the Journal of Blood Research & Hematologic Diseases.  In 2014, she was recognised as the Australian Society for Medical Research (ASMR) Leading Light for her Medical Research, and in 2016 was awarded the University of Adelaide James McWha medal. Over the last 5 years, Professor White has presented more than 130 papers at scientific meetings (both invited and peer-reviewed). She has authored more than 90 scientific publications on CML and ALL, as well as being an inventor on several patents.

Mr Jack Moschakis
Legal Counsel, Bionomics
Mr Jack Moschakis

Jack Moschakis has been at Bionomics for almost 3 years as their Legal Counsel and Company Secretary. Prior to this, Mr Moschakis worked at Thomsons Lawyers (now Thomson Geer), as an energy and infrastructure consultant. He has held senior legal and management roles in the energy industry in South Australia.

Mr Moschakis holds a Bachelor of Economics, a Diploma in Law and Graduate Diploma in Business Administration. He is a Fellow of the Governance Institute of Australia, a Member of the Law Society of South Australia and the Association of Corporate Counsel.

Tina Lavranos
Senior Director – Cancer, Bionomics
Tina Lavranos

Dr Lavranos is based in Adelaide and has 14 years of biotechnology industry experience with 12 years in oncology drug discovery and development with Bionomics and 2 years in industry operations and science management.

Dr Lavranos was awarded her PhD in 1994, through the Faculty of Medicine, University of Adelaide. Her academic experience prior to industry appointments include her position as Scientific Director of the Flinders Reproductive Medicine Unit, and a faculty position at LSU-Health Sciences Center, Louisiana, US. Her research has focused on oncology, stem cells and reproductive medicine.

Sean Ebert
CEO, Beston Global Food Company.
Sean Ebert

He holds a Bachelor Degree with Honours in Electrical Engineering and has over 20 years of
experience in senior executive roles in the food, mining, infrastructure and energy industries.

Sean has a broad range of international acquisition and divestment experience and, prior to
becoming CEO of Beston Global Foods, was Global Director for Mergers and Acquisitions with
Worley Parsons, a $4bn Australian listed company that provides project delivery and consulting
services to the resource and energy sectors. He was also CEO for CAMMS, a company providing
engineering and technology services to food, resources and the oil & gas sector. Sean was involved
in taking CAMMS through to a public listing in 2008. He has a breadth of knowledge of the
agribusiness sector, having worked in Australia, Middle East, US, South Africa and South America,
with organisations as diverse as large multinational organisations through to family-owned
enterprises.

Meredith Whiting
Director, Archer & Holland
Meredith Whiting

Meredith is co-owner and has been working at Archer & Holland for over 30 years.

A qualified diamond grader and pearl rethreader, she is very passionate about the jewellery industry. She enjoys the relationships she has built over the years with customers of Archer & Holland, which is celebrating its 100th anniversary this year.

Matt Anderson
Co-Founder, Social Capital
Matt Anderson

Matt is the CoFounder of Social Capital a large scale venture working with over 800 organisations and individuals from the business, government, technology, health, research and civil society realms to turn social and environmental needs into new innovation and venture opportunities at scale.  Matt is currently on the committee of the Thinkers in Residence program, a mentor for the Big Idea, an event convener for Entrepreneurs’ Week, an industry partner for SA Leaders, and a TEDx speaker on transforming cities through collaboration

Matt Anderson works across Australia with a variety of technology companies, startup accelerators & incubators, investors, and over 100 purpose-driven enterprises across Australia - helping to design pathways for blended commercial, environmental & social value creation.

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SAHMRI is located on the traditional lands of the Kaurna people.

The SAHMRI community acknowledges and pays respect to the Kaurna people as the traditional custodians of the Adelaide region. We also acknowledge the deep feelings of attachment and the relationship of the Kaurna people to their country. We pay our respects to the Kaurna peoples' ancestors and the living Kaurna people today.