ALM Workshop

Currently leading the market and liquidity risk function for AMP Bank, Owen has a broad range of experience across financial markets. After qualifying as a CPA in Australia in 1998, Owen worked as a financial accountant in London before settling in New York. He spent 7 years with Swiss Re as a Vice President in interest rate derivatives and become a CFA charter holder in 2005. On return to Australia in 2008 Owen spent 3 years in Treasury at Macquarie Bank managing interest rate risk for the Banking and Financial Services division as well as implementing an asset liability management system. In 2011 he moved to CBA as a lead modeller for the Bank’s LCR project and ran liquidity stress testing.

Graham Tooley leads the Greater Bank treasury team tasked with maximising investment returns from the Bank’s prudential and surplus liquidity portfolios, minimising the costs of durable and diverse wholesale funding for the Bank and maintaining interest rate risk exposure within Board risk appetite levels.

Graham has more than 25 years of Treasury experience including with the National Australia Bank, HSBC Bank, Fonterra and Greater Bank and has extensive expertise in both purchasing and issuing secured and unsecured debt issuances, public and private placements and interest rate risk management techniques.

Rahul is the Managing Director of Sedna Business Consultants, a boutique advisory firm that provides consultancy and analytic services, with core competencies in Finance, Risk & Treasury.

Rahul, alumni of Monash University, Australia has almost two decades of experience in the banking and finance industry, and has held senior leadership positions in leading financial institutions across Asia Pacific. He has a strong consultancy background and was on the Risk

Management Leadership programme with GE Money, Australia before moving to a consultancy firm in Singapore where he managed the firm’s expansion into Asia.

Rahul is an expert in Balance Sheet Management and Optimisation and a subject matter expert in stress testing, balance sheet analytics, policy governance and ALM. As Head of Balance sheet optimisation at Standard Chartered Bank, he drove the bank’s balance sheet review and

optimisation initiatives to deliver tangible benefits to the banks RoE. He has the unique perspective of knowing both sides of the balance sheet and is a big proponent of holistic balance sheet management covering Capital and Liquidity. He has led teams in performing balance sheet analytics and delivering deal level advisory to front line business teams. Most recently, Rahul headed the Liquidity management and stress testing function focusing on policy, analytics, governance, and optimisation of the bank’s short term liquidity ensuring liquidity buffers are adequate and optimised under stress conditions.

Rahul has in depth knowledge on banking regulation and his experience in regulatory management has led to his close engagement with regulators across Asia Pacific. He has written and presented papers on banking regulation and its impact on banks and businesses, and works closely with industry bodies like BAFT-IFSA, IIF and ICC. Rahul was the Asia liaison for BAFT where he covered the industry engagement and collaboration of Asian banks on key issues impacting the Transaction Banking business. He is regularly invited to speak at conferences on treasury and balance sheet related topics, and is an experienced trainer with Risk.net and other training organisations.

Over the last 20 years as a banker working throughout Asia pacific, Rahul has developed a sharp business acumen and ability to assess risk and work at a strategic level. He possesses strong leadership qualities, excellent interpersonal skills and multicultural awareness, and has a proven track record in shaping business strategy and organizing the business to deliver optimal value through its day to day operations. He is Six Sigma Green belt certified and specialises in business transformation and driving process and system efficiencies in the organisation.

Mr Peter Yue is currently the Head of Policy, Analytics and Supervisory, Asset Liability Management - Risk at OCBC Bank. Mr Yue has 17 years of Treasury and Asset Liability Management experience.

Before joining OCBC Bank, Mr Yue was the Head of Liquidity Management of the Asia Pacific region and Treasurer of Singapore at Deutsche Bank.

Tom specialises in fund finance, leveraged finance and derivatives.

Tom is recognised as a leading practitioner representing financiers on subscription financing transactions for both domestic and global funds, including Partners Group, Pacific Alliance Group, First State Super, PEP, BGH, IFM, AMP, CHAMP and Next Capital.

In the acquisition finance space, his recent transactions include acting for First State Super on the financing aspects of its acquisition of the Victorian LPI and acting for the banks on Tamar Alliance's acquisition of Nature's Care.

Tom is also known for his expertise in derivatives, acting for the domestic banks and leading investment banks on a range of structured finance transactions involving derivatives and advising a number of ASX 100 companies as end-users.

He is recognised in Chambers Asia Pacific 2015-2019 as a notable practitioner in both Corporate Finance and Acquisition Finance and by Best Lawyers 2019 in Banking and Finance Law, Capital Markets Law and as the leading Lawyer for Derivatives.