December Investor Forum - Speaker biographies

Chris Caton
Chief Economist
BT Investment Management

Industry Experience: 35 Years
Years with Company: 15 Years

Chris joined BT Financial Group in 1999 to provide advice on the implications of economic developments, including major economic statistics, policy pronouncements and major political developments for financial markets. He is also BT's major presenter to clients on economic matters.

Chris was Chief Economist at Bankers Trust Australia from 1991 until 1999. From 1994 to 1997, he was also Chairman of the Indicative Planning Council, which advised the Government on matters relating to the housing industry. Previously Chris has worked in the Treasury, the Department of the Prime Minister and Cabinet, and for an economic consulting firm in the United States.

Chris holds a Bachelor of Arts (Hons) from the University of Adelaide and a PhD from the University of Pennsylvania.

Anthony Serhan, CFA
Head of Adviser & Research
Morningstar, Australia and New Zealand

Anthony is Head of Adviser & Research with Morningstar, a leading global provider of investment research, offering an extensive line of print, software, and web-based products and services. Anthony is responsible for development and management of Morningstar's fund research
processes, adviser-facing products, and consulting services in Australia and New Zealand.

Anthony has over 20 years' financial services experience in both institutional and retail capacities, gaining a strong understanding of investment markets and products. Before joining Morningstar in 2003, Anthony was an Associate Director at ASSIRT. Prior to that, he headed the Investment Consulting practice at AMP Consulting, where he also sat on the AMP Financial Services Investment Committee.

Anthony is Chairman of the ASFA Investment Committee, and a Fellow of Finsia. He holds a Bachelor of Business degree from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investments from Finsia, and has earned the right to use the Chartered
Financial Analyst designation.

Anthony enjoys spending time with his family, a game of golf, and cycling.