About
Activity
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I normally mentor 3-4 people at a time and I currently have spots for another 1-2. If you would like someone to bounce ideas around and give you a…
I normally mentor 3-4 people at a time and I currently have spots for another 1-2. If you would like someone to bounce ideas around and give you a…
Liked by Joshua Nappa, CFA
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Betashares' Hugh Lam, CFA weighs in on the growing trend of investing in healthcare companies specialising in weight loss drugs and discusses how…
Betashares' Hugh Lam, CFA weighs in on the growing trend of investing in healthcare companies specialising in weight loss drugs and discusses how…
Liked by Joshua Nappa, CFA
Experience & Education
Licenses & Certifications
Volunteer Experience
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Chair of Advisory Panel | RMIT & CFA Society Melbourne - Finance Professional Network
RMIT University
- Present 1 year
Education
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Professional Learning Committee - Fixed Income | Portfolio & Wealth Management
CFA Society Melbourne
- Present 2 years 11 months
Education
Delivered/hosted the following professional learning sessions:
• Bonds & the Blockchain | 21 June 2022
• Investing Amid Low Expected Returns - Anttii Ilmanen | 11 October 2022
• Inflation Market Dynamics | 2 May 2023
Presenting guest for the following webinar/s:
• Chat With an Investment Analyst - Fixed Income | July 2022
Volunteering activities:
• CFA Institute Research Challenge - Report Grader & Presentation Judge | September 2022
• CFA Institute Research…Delivered/hosted the following professional learning sessions:
• Bonds & the Blockchain | 21 June 2022
• Investing Amid Low Expected Returns - Anttii Ilmanen | 11 October 2022
• Inflation Market Dynamics | 2 May 2023
Presenting guest for the following webinar/s:
• Chat With an Investment Analyst - Fixed Income | July 2022
Volunteering activities:
• CFA Institute Research Challenge - Report Grader & Presentation Judge | September 2022
• CFA Institute Research Challenge - Sub-Regional (APAC) Presentation Grader & Judge | March 2023
• CFA Institute Research Challenge - Sub-Regional (APAC) Presentation Grader & Judge | March 2024 -
Series and Partnerships Convenor
CFA Society Melbourne
- Present 1 year 2 months
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Student Learning Adviser Mentor (SLAMS)
RMIT University
- 1 year
Education
Mentored in the following subjects:
• International Business
• Price Theory
• Basic Econometrics
• Macroeconomics 1
• Commercial Law
• Prices and Markets
SLAMs are volunteer students who have received a 75 and above in one of the relevant courses and are willing to offer two hours per week during the semester from weeks 2 to 11.
Publications
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The Central Bankflip
U Ethical Investors
An overview of the turnaround in Central Bank sentiment when considering their prior views on inflation and the implications for the broader market.
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Investment Outlook - March 2021
Lonsec
Quarterly overview of rates, credit, domestic and global fixed interest, and emerging markets.
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Steeper by the dozen
Lonsec
A brief viewpoint that delves into the drivers and implications of a steeper domestic yield curve
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Investment Outlook - January 2021
Lonsec
Quarterly overview of rates, credit, domestic and global fixed interest, and emerging markets.
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Yield Curve Review
Unconventional Wisdom
An in depth look at the shape of the yield curve surrounding various elections in Europe, in particular the French election.
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Negative Yield Bonds & Why Investors Are Buying Them
Unconventional Wisdom
An article exploring why bond yields become negative over the course of their life as well as why investors see value in these investments even though they produce negative returns.
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Where The Cloud Lives
Unconventional Wisdom
An insight into technology stocks NXT and MP1 and how they're shaping demand for on-shore cloud services and hyper fast fibre links.
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A Fruitful Economy With Potential
Shepparton News
This article explored the flow-on effects of paid parking within the Shepparton CBD. The premise behind the piece was that paid parking was eroding business confidence as well as consumer sentiment in an already struggling regional hub.
It explored the theory behind the council ultimately using paid parking as a tax whilst potentially lowering spend within the CBD.
Honors & Awards
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Safer Community Award
RMIT University
The Safer Community Unit within Students Group provides advice to students and staff of RMIT about managing threatening or concerning behaviour. The award is presented to those in recognition for their actions to make the university a safer place.
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Certificato Di Lode
Dante Alighieri Society
Test Scores
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CFA Level III
Score: Passed
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CFA Level II
Score: 90th Percentile
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CFA Level I
Score: Passed
Languages
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Italian
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Organizations
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Economic Society of Australia (Victorian Branch)
Member
- Present -
Rotary Club of Williamstown
Website Administrator/Social Marketing Strategist
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