We have asked an expert panel to make brief presentations and then discuss the issues facing corporations raising funds – both equity and debt – in the current markets.  This follows our successful panel discussion last year on the considerable equity raising activity that was occurring at that time.

Andrew Defina of UBS will look at equity-raising, Ron Ross of ANZ Capital Markets will discuss debt and Stephen Halmarick of Colonial First State Global Asset Management will put the issues in an economic context.  The brief bios of these experts, all of whom have excellent experience to provide a stimulating session for us, are below.

The talks and discussion will follow a two-course lunch, not a sandwich lunch. Note the early start.  Space is limited - bookings will be on a first come, first served basis.

Book early and bring guests and colleagues.  Details are:

Date/time:       Wednesday 17 August July 2010 (from 12.15pm - 2.00pm)

Venue:             Knox Lounge, Union, University & Schools Club, 25 Bent Street, Sydney

Prices:             FEI members $90.00; Non-members $100.00.  Corporate bookings of 8 or more at the member price (all prices inclusive of GST)

Booking:          The booking form is below.  Bookings close 5pm Thursday 12 Aug 2010.

Brief biographies of Andrew Defina (UBS), Ron Ross (ANZ Capital Markets) and

Steve Halmarick (Colonial First State Global Asset Management)

Andrew Defina is Co-Head of Equity Capital Markets Origination at UBS, Australia's leading equity capital markets franchise.  Andrew has over 15 years experience in structuring and executing equity capital raisings in Australia, including 14 years experience at UBS.

Ron Ross recently joined ANZ Capital Markets as Head of Bond Origination, Australia.  He brings with him 25 years of international bond market experience, having worked in Australia, London and Hong Kong.  Ron worked at Merrill Lynch for some 18 years as a Debt Capital Markets specialist.  He ran Debt Capital Markets, Asia for BNP Paribas for two years and prior to Merrill’s Ron worked at CIBC and Security Pacific as a derivatives marketer.

Stephen Halmarick has been Head of Investment Markets Research at Colonial First State Global Asset Management (Australia’s largest manager of Australian-sourced funds and a subsidiary of the Commonwealth Bank) since March 2009.  Prior to joining Colonial First State, Stephen was a Managing Director and Co-head of economic and market analysis at Citigroup Australia, where he worked for nearly 15 years.  He is chairman of the Australian Business Economists.

______________ Page break (the next page will print out as an A4 booking form) ______________

Financial Executives International of Australia

Level 57, MLC Centre, 19-29 Martin Place, Sydney, NSW 2000 (ABN 92 000 601 954)

Lunch Booking Form and Tax Invoice (see note at foot)

“Raising money” panel discussion lunch, Sydney, Tuesday 17 August 2010

Bookings: Book and pay by credit card using this form.  Complete the details below, sign, scan the form and email it as a PDF to admin@fei.org.au.  All bookings will be acknowledged by email.  We accept Mastercard, Visa and Amex. (If instead of emailing a PDF you wish to mail the form or fax it to 02 9238 6215, you must confirm by email that you have done so.)  

Bookings / cancellations: The deadline for bookings/cancellations is 5pm Thursday 12 August 2010.  The full amount will be payable if FEI does not receive your cancellation by email by this date.

Dietary requirements: Advise on this form of any special dietary requirements.

FEI lunch contact: Catherine Kennedy admin@fei.org.au - Fax 02 9238 6215 - Ph 02 9238 6214.

Member's name ____________________________­_ Date ____________

(ie when this booking is sent to FEI)

Member’s company___________________________________________________

Email/phone (only required if a non-member is paying) ______________________________________________

Number                Cost

FEI members at $90 each (including $8.18 GST)                                  ______        $________

Non-members of FEI at $100 each (including $9.09 GST)                  ______        $________

Corporate bookings of 8 or more at $90 each (incl $8.18 GST)        ______        $________

Total cost including GST                                                              ______        $________

Insert here the names and companies of your guest(s) (add a separate list if necessary):

Payment method (check appropriate box): Mastercard¨   Visa¨   Amex¨   Cheque¨

Cardholder’s name: __________________________________________________

Card number_____________________________ Expiry Date (mm/yy) _____/_____

For Amex cards only: Four digit security code (located above the card number) ____________

Signature______________________________________ Date:________________

TAX INVOICE: This document will be your tax invoice for the above supply once it has been completed and submitted to FEI, and the payment has been processed.  FEI is registered for GST purposes (ABN 92 000 601 954).