Benjie Fraser, Global Pensions Executive, Securities Services, J.P. Morgan (UK)

Hi, my name is Benjie Fraser. My objective is to share my expertise on the pensions industry through speaking globally on industry topics including trends in public funds, multi-national developments, governance and regulation.

I am based in London but regularly speak at events in the U.K., U.S., Australia, Japan and China on policies and issues affecting these markets.

In weekly emails, I comment on global issues such as client technology, risk management, the stewardship code, member engagement and consolidation.

With 15 years industry experience, I have segment oversight of the asset servicing of US $2.2 trillion of global pension assets, helping sponsor development tools such as our Regulatory Dashboard.

I joined J.P. Morgan in 2006 and previously worked at State Street and Bank of New York Mellon. I was a trustee of the JPMorgan UK DC Fund for nearly 10 years.

I look forward to connecting with you.

Stuart Hoy, Product Manager, Investment Information Services Australia and New Zealand, J.P. Morgan

Stuart Hoy is the product manager for Investment Information Services Australia and New Zealand. Stuart helps provide performance measurement, attribution analysis, risk analysis, mandate compliance and portfolio concentration services to over 40 institutional investors including asset managers and superannuation funds.

Stuart has been in the role since 2012 and joined J.P. Morgan in 2001. He initially worked on providing performance measurement and analytical reporting to fund manager clients and was also the head of Investment Analytics Operations within J.P. Morgan Investor Services.

Prior to J.P. Morgan, Stuart worked as a senior performance analyst with Commonwealth Custodial Services and State Street. He has over 25 years industry experience including actuarial consulting and quantitative analyst roles. He is the current chair of the Financial Services Council Performance Analysts Group (FSC P-Group).

He has a Bachelor of Economics degree from Macquarie University (Sydney) majoring in actuarial studies. He also completed the post-graduate diploma in applied finance with the Financial Services Institute of  Australasia (FINSIA). He is a CFA charter holder and an associate of the Actuaries Institute.

Jeff Wallens, Education & Training Consultant, AIST

Jeff commenced working with AIST as a Training Consultant in January 2019. He brings 20 years of financial services and superannuation experience to AIST, in roles ranging from customer service, member education, employer account management, and corporate super planning and advice.

Jeff currently holds a Diploma of Financial Planning.

His previous employers include Telstra Super, NAB Financial Planning, AON, Aviva and Health Super.