CFSGAM - Key Persons
Job Titles:
- Manager, Credit Analysis
- Senior Manager, Credit Analysis for the Asian Fixed Income Team at First Sentier Investors
Adrian Au is a Senior Manager, Credit Analysis for the Asian Fixed Income team at First Sentier Investors ('FSI').
In his role, Adrian is responsible for in-house credit risk evaluation of Asian credits, with a focus on corporates.
Adrian joined FSI in July 2006 as Manager, Credit Analysis. Prior to joining FSI, Adrian worked as a senior credit analyst for more than 10 years at Global Financial Risk Management Division of Barclays Capital Asia Limited where he covered credit risk analysis of private and listed corporations, infrastructure projects, and banks having extensive experience in different credit and legal environments of Asian countries, Prior to Barclays, he worked in a corporate finance team at one of top four Japanese securities houses after he had gained audit experience from a CPA firm in Hong Kong.
Adrian holds a Bachelor of Arts with Honours in Accounting from University of West London. He has also completed postgraduate studies in Risk Management at the University of Hong Kong.
As Senior Credit Analyst, Alan is responsible for credit research and analysis of global (ex-Asia) financial institutions. Alan has over 18 years' experience. Prior to this, Alan was a Relationship Manager within the investment banking unit of BNP Paribas. Alan has a Bachelors of Commerce Actuarial and is a CFA charterholder.
Job Titles:
- Assistant
- Portfolio Manager
- Australian Fixed Income Team As a Portfolio Analyst
Alex joined the Australian Fixed Income Team as a Portfolio Analyst in January 2019. In his current role of Assistant Portfolio Manager, he is primarily responsible for supporting the Fixed Income and Currency Dealing Team's daily portfolio modelling and trading processes. He is also involved in daily, weekly and monthly portfolio reporting processes and produces materials for portfolio construction and fair value meetings. Prior to joining the company, Alex was an Investment Analyst at the Commonwealth Bank of Australia for nearly 4 years, responsible for supporting senior members of the team in the ongoing portfolio management of multi-asset portfolios. Alex holds a Bachelor of Applied Finance from Macquarie University and is a CFA Charterholder.
Job Titles:
- Chief Marketing and Communications Officer
Amanda Tibbett is the Chief Marketing and Communications Officer, based in Sydney. In her role, Amanda is responsible for the marketing, communication, digital and brand function globally. Amanda is a member of the Enterprise Leadership Team.
Amanda is also responsible for the global re-brand of CFSGAM/First State Investments to First Sentier Investors.
Before joining the company in May 2019, Amanda was the Director of Marketing and Digital, Asia Pacific for Fidelity International. In this role, she had responsibility for all elements of the multi-channel marketing and digital program across Australia, Japan, Hong Kong, Taiwan, China, Singapore, Korea and the Middle East, as well being a member of the Global Brand Committee.
Prior to this, Amanda was the General Manager of Marketing and Direct at Perpetual Investments, where she was responsible for the marketing program for the institutional, adviser, platform, and direct investor market.
Previously Amanda had held senior marketing and communication roles for ASGARD and Westpac. Amanda has a BA in Mass Communication (Macquarie University).
Job Titles:
- Chief Executive
- Chief Executive of Realindex Investments
Andrew Francis was appointed Chief Executive of Realindex Investments in late 2008. Andrew has 28 years' experience in funds management, consulting and investment banking. Prior to joining Realindex, Andrew worked at Perpetual Investments as General Manager of global equities and Head of Institutional Sales, as well as roles at Mercer Investment Consulting and Macquarie Bank. Andrew has a Graduate Diploma in Applied Finance from FinSia and a Bachelor of Accounting and Finance from the University of New England.
Job Titles:
- Deputy Head of Global Listed Infrastructure
Andrew's main responsibilities include managing listed infrastructure portfolios and research coverage of the Utilities sector. Andrew is the co-founder of the Global Listed Infrastructure Securities strategy. Andrew has more than 20 years' investment experience. Prior to joining the company in July 2005, Andrew worked at Allianz Global Investors as a senior analyst in Australian equities. Andrew also worked at Credit Suisse First Boston as an equities analyst for eight years. Andrew holds a Bachelor Business (First Class Honours) from the Queensland University of Technology (QUT), a Graduate Diploma in Applied Finance & Investment from the Financial Services Institute of Australasia and a Postgraduate Diploma in International Relations from Macquarie University.
Andrew joined the company in January 2008. Andrew has 12 years of investment experience and his responsibilities include portfolio construction, research, analysis and implementation of multi-asset solutions.Andrew holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology and a Graduate Certificate in Mathematics from the University of Technology, Sydney. He has also been awarded the Chartered Financial Analyst (CFA) designation.
Job Titles:
- Investment Analyst, Americas
Drew is both a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). He has a Bachelor of Arts from Wheaton College, with a Major in Economics and a Minor in International Relations.
Job Titles:
- Senior Quantitative Analyst
Andrew has 23 years' quantitative research experience. Prior to joining Realindex, Andrew worked for 17 years in quantitative research roles at Man AHL as a Senior Researcher and Client Portfolio Manager, Senior Research Fellow, and Head of Non-Directional Strategies. His career brings extensive quantitative research experience across equities, currency and derivatives in both long only and long short and across multiple time horizons. Andrew has a Masters in Science in Applied Statistics from Oxford University, and a Bachelors in Mathematics (Honours) from the University of Cambridge.
Andrew is responsible for corporate credit analysis and relative value opportunities within the US Investment Grade credit universe, with a focus on Telecommunication, Media, and Telecom (TMT), Transportation, Capital Goods, and Manufacturing sectors. Andrew joined FSI in July 2014 and has over a decade of investment experience. Prior to joining FSI, Andrew was an Associate Fixed Income Analyst at Invesco in Atlanta, Georgia. In this position, Andrew performed credit research on corporate issuers of money market securities, as well as covering Investment Grade Consumer Staples issuers and assessing counterparty risk for Invesco Fixed Income. Andrew graduated from the University of Louisville with a Bachelor of Science in Finance.
Job Titles:
- Member of the Executive Management Team
- Managing Director, Americas for First Sentier Investors
Bachar Beaini, is Managing Director, Americas for First Sentier Investors and is based in New York. Bachar is a member of the Enterprise Leadership Team, a director on the board of First Sentier Investors US and member of the global Risk & Compliance Committee.
As Managing Director, Americas, Bachar is responsible for strategy development and business management in the region, including overall responsibility for client and consultant relationships.
Bachar has worked with First Sentier Investors since 2007 in a variety of roles including Business Development, Strategy & Projects and Investments. His experience prior to joining the company includes Investment Development (M&A) and Structured Credit with the Commonwealth Bank of Australia.
Bachar earned a BA (with Honors) from Monash University.
Job Titles:
- Member of the Executive Management Team
As Portfolio Manager, Ben is responsible for the management of global credit portfolios including asset selection, relative value analysis and portfolio construction, with a particular focus on interest-rate and foreign currency risk management. Ben joined the company's Global Fixed Interest team in 2015, where he was responsible for the day-to-day management of a range of global sovereign and Australian diversified funds. In 2016, Ben transitioned to the Short Term Investments and Global Credit team, with a sole focus on the Global Credit suite of products. Prior to this, Ben spent five years with Queensland Treasury Corporation, working in various analytical roles across the Risk and Markets businesses. Ben holds a Bachelor of Business and Master of Business (App. Fin.) from the Queensland University of Technology.
Job Titles:
- Systems and Database Analyst
Ben has 10 years' experience in financial services in addition to 5 years prior IT experience where he was responsible for network, applications and database projects at a government organisation. Prior to joining Realindex, Ben worked in the CBA Wealth Management Architecture team. Ben has a Bachelor of Science in Information Technology Diploma in Professional Practice with Distinction from the University of Technology, Sydney.
Bonnie has 10 years' financial services experience, 4 years with FSI, before transferring to work with Realindex Investments. Bonnie joined First Sentier Investors as part of the graduate program in 2014, and most recently worked in the Investment Specialist team covering the Australian Equities and Global Property Securities asset classes. Bonnie holds a Bachelor of Laws (Honours) and a Bachelor of Commerce with a major in Accounting from the University of New South Wales.
Job Titles:
- Head of Research
- Head of Research for Australian Equities
Christian Guerra is the Head of Research for Australian Equities, Growth. He is responsible for the Australian Equities, Growth research team, which analyses around 190 Australian stocks. Christian is also responsible for coverage of the Banking, Telecommunications, Transport, Building Materials and Infrastructure sectors.
Before joining the Australian Equities, Growth team in June 2016, Christian was with Goldman Sachs where he spent 15 years. He joined as an Equity Research Analyst in 2000, before becoming the Co-Head of Global Investment Research for Australia and New Zealand in June 2012. Prior to joining Goldman Sachs, Christian worked at PricewaterhouseCoopers as a Manager in the Transaction Services Group.
Christian holds a Bachelor of Commerce (Accounting and Finance) from the University of Melbourne and he completed his professional year for the Institute of Chartered Accountants in 1996.
Job Titles:
- Global Head of Investment Assurance and Her Current Role Continues to Oversee This Activity
- Global Head of Product for FSI
Clare Wood is currently Global Head of Product for FSI and sits on the board of directors of certain of FSI's operating entities and collective investment schemes in EMEA.
Dr Wood joined FSI in August 2018 as Global Head of Investment Assurance and her current role continues to oversee this activity.
Prior to this, Dr Wood was Head of Portfolio Risk Management at Kames Capital in Edinburgh and worked with the Fairfield Greenwich Group and Foundation Capital Strategies, in Bermuda.
Dr Wood has recently acted as Trustee of a hybrid defined benefit / defined contribution pension scheme and of a charity providing residential and day services for adults with learning disabilities.
Dr Wood holds a BSc Hons 1 st Class degree in Pure and Applied Mathematics from the University of Sheffield and a Ph.D. from that University's Department of Automatic Control and Systems Engineering.
Job Titles:
- Portfolio Manager
- Senior Portfolio Manager
As Portfolio Manager, Craig is responsible for the management of global credit portfolios including asset selection, relative value analysis and portfolio construction. Craig has over 12 years' experience. Craig joined the Credit Team as a Credit Analyst in June 2005. From July 2010 he was the portfolio manager for a number of passive, active and ALM Australian fixed income portfolios. Craig commenced responsibility for the suite of Global Credit products in 2014. Craig is a CFA charterholder. He holds a Master of Applied Finance from Macquarie University, a Diploma of Financial Planning and a Diploma of Financial Markets from FINSIA. Craig is PS146 compliant, and a member of the CFA Society of Sydney.
Job Titles:
- Senior Portfolio Manager UK and Europe
Daniela has a Master's degree in Business Administration (MBA) from the School of Management at UQAM / McGill University in Montreal, and a Master's degree in Engineering from the Polytechnic University of Bucharest.
In her role, Daniela is responsible for the management of UK and European Property Securities portfolios across a number of funds and mandates.
Prior to joining First Sentier Investors in October 2012, Daniela was a property consultant, advising European property companies on a range of strategic projects. Before that, Daniela was a Portfolio Manager for UK and European property securities at CBRE Investors, a position she held for six years. Daniela also has extensive experience as an equity research analyst at Sky Capital, Deutsche Bank and at Creditanstal (now part of UniCredit Group).
Job Titles:
- Portfolio Manager
- Portfolio Manager in the Australian Fixed Income Team
Darja Milosevic is a Portfolio Manager in the Australian Fixed Income Team for the company. Darja's current responsibilities include portfolio construction and management of the diversified fixed interest funds. Prior to joining the company in January 2007, Darja spent seven years at the Reserve Bank of Australia working as a Senior Dealer on the international reserves portfolio. Darja holds a Bachelor of Mathematics and Finance (Hons) from the University of Technology, Sydney and also a Masters of Applied Finance from Macquarie University, Sydney.
Job Titles:
- Member of the Executive Management Team
- Global Head of Investment Management
David Allen was appointed to the role of Global Head of Investment Management in November 2021.
David has over 20 years' global asset management experience, where he specialised in building investment businesses and leading investment teams.
Prior to First Sentier Investors. David spent five years at AMP Capital as Global CIO, Equities and previously held senior investment leadership roles at Sarasin & Partners, Fidelity International, and Pioneer Investments. In these roles he has led teams across a wide range of capabilities, including equities, fixed income, multi-asset, ESG, dealing, risk management and operations.
David holds a Masters Degree in Chemical Engineering from Imperial College, London, and spent the early part of his career in the oil and gas industry.
Job Titles:
- Deputy Head of Australian Equities, Growth
David Wilson is the Deputy Head of Australian Equities, Growth. Prior to joining the business in May 2015, David held a variety of roles at UBS, including managing the Equities Research, Equities Sales and Family Office businesses. Throughout David's nine years at UBS, UBS consistently ranked number 1 in Equities Research and Sales by Australasian fund managers.
Prior to joining UBS, David worked for 20 years at JPMorgan/Ord Minnett where he was a number 1 ranked Telco, Transport and Industrials analyst, and where he was also Head of Equities Research for four years.
David holds a Bachelor of Economics and Bachelor of Laws from the University of Sydney.
Job Titles:
- Head of Australian Small and Mid - Caps Companies
Dawn manages a range of Small and MidCap Companies portfolios, as well as researching and analysing a range of Australian listed stocks in the Small Companies and Mid Cap sectors. Dawn has more than 20 years of investment industry experience as a Fund Manager and broker, with the last 15 years as a Small Companies Portfolio Manager.
Job Titles:
- Portfolio Manager, Americas
Dennis is both a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT). Dennis has a Master's degree in Business Administration (MBA) from the Tuck School, Dartmouth College, as well as a Bachelor of Arts degree in Economics (Hons) from the State University of New York at Binghamton.
Job Titles:
- Senior Quantitative Portfolio Manager
Joanna brings 15 years' quantitative investment experience including senior roles at Acadian, where she was a senior portfolio manager, and Blackrock, where she was a portfolio manager within scientific equities, ran index portfolios and was Head of Sustainable Investment in Australia. Joanna is also a Lecturer at New York University. Joanna holds a CFA accreditation, has a PHD in Economics from Yale University, and was awarded a Fulbright scholarship. She has a Bachelor of Laws and Economics (Honours) from the University of New South Wales.
Job Titles:
- Senior Quantitative Portfolio Manager
Ron has 19 years' asset management experience. Prior to joining Realindex, Ron held various roles including the Head of Research at RF Capital, Portfolio Manager, Systematic Active Equities at BlackRock, Chief Investment Officer at Callisto Asset Management and Senior Quantitative Research roles at Marshall Wace, Fidelity International and SSgA. Prior to his career in asset management, Ron held a faculty position at UNSW where he lectured in quantitative finance. Ron holds a PhD in Finance and Statistics from the Australian Graduate School of Management, and has completed a Bachelor of Economics (Hons) at the University of Sydney.
David has 24 years' experience in funds management. Prior to joining Realindex, David held various roles including Chief Investment Officer at RF Capital, Head of Investments at Acadian Asset Management, Managing Director and Senior Portfolio Manager at BGI Australia, as well as Head of Research at SSgA Australia. Before entering the finance industry, David spent 8 years in academia in addition to roles in engineering. He is currently the Chairman of the Salvation Army Eastern Territories Advisory Board. David holds a PhD in Finance, a Post-graduate diploma in Mathematics, and a Bachelors of Electrical Engineering from the University of Western Australia. He also holds a Masters of Business from Curtin University.
Job Titles:
- Analyst at Macquarie Group
- Quantitative Portfolio Manager
Wang Chun has 11 years' experience in financial services. Prior to joining Realindex, Wang Chun has worked as a quantitative analyst at Macquarie Group and Regal Funds Management, and as a senior investment analyst at AustralianSuper. In April 2022, Wang Chun transitioned from being a Quantitative Analyst within the Realindex Research Team to become a Quantitative Portfolio Manager. He has also worked as a lecturer in finance at the University of Queensland Business School. Wang Chun holds a Bachelor of Commerce (Honours) in Actuarial Studies from the University of Melbourne, a PhD in Finance at the University of Sydney and a Masters in Computer Science at the University of Illinois at Urbana-Champaign. He is a CFA charter holder since 2017.
Wei has 12 years' quantitative research experience. Prior to joining Realindex Wei completed a PhD in finance. Wei has previously worked as a business analyst and consultant at Capital Market CRC, and as a quantitative analyst at RBS, CIMB Securities and Investment Science Asset Management. Wei has a PhD in Finance from UNSW and has completed a Bachelor of Commerce and Finance (Honours) at the University of Adelaide, receiving the University Medal.
Job Titles:
- Head of Australian Equities, Growth
Dushko has over 25 years of experience in the investment industry and has responsibility for leading the Australian Equities, Growth team and the successful implementation of its investment process across its range of investment strategies. He is also portfolio manager for the Wholesale Australian Share Fund, the Wholesale Concentrated Australian Share Fund, the Ex-20 Australian Share Fund and our Concentrated and Ex-20 separately managed accounts.
Prior to joining First Sentier Investors in July 2014, Dushko was Equity Partner at Orion Asset Management where he led portfolio management responsibilities for ASX300 Australian equity funds. He was also Portfolio Manager for the small cap Australian equity fund.
Previously Dushko worked at Credit Suisse Asset Management as Portfolio Manager & Analyst Australian Equities.
Dushko holds a Bachelor of Economics (Joint Honours Economics & Econometrics) from the University of Sydney and is a CFA Charterholder.
Edmund's main responsibilities include managing listed infrastructure portfolios on behalf of institutional and wholesale clients and research coverage of the Towers and Toll road sectors. Edmund has more than 10 years' investment experience. Prior to joining the Global Listed Infrastructure Securities team, Edmund worked with the Asia-Pacific/Global Emerging Markets team in Hong Kong and undertook credit analysis for a number of sectors with the Global Fixed Interest and Credit team. Edmund has also worked at Aviva Australia as an Actuarial Analyst. Edmund holds a Bachelor of Commerce (Hons) from the University of Melbourne and is a CFA charterholder.
Job Titles:
- Business Development Manager
Job Titles:
- Managing Director, UK
- Member of the Executive Management Team
- Managing Director for First Sentier Investors
Gary Cotton is Managing Director for First Sentier Investors in the UK. In this role he is responsible for all aspects of the business in the UK.
Gary sits on the board of directors of each of FSI's main operating entities in the UK and is a member of the Enterprise Leadership Team.
Prior to joining FSI in September 2020, Gary was Chief Operating Officer and a member of the Executive team at M&G Limited. During his 20 years at M&G, he held a number of senior management positions and was a director of a number of regulated entities including M&G Securities (the ACD) and was also a Trustee of the M&G defined benefit pension scheme. Gary commenced his career at Sedgwick Noble Lowndes as an Investment Consultant.
Gary holds a BA (Hons) from Middlesex University. He is a Certified Investment Fund Director.
George's main responsibilities are to act as the first point of contact for the Global Listed Infrastructure investment team on matters associated with client service, communications, risk & compliance, operations and product. George has more than 15 years' experience in funds management. Prior to joining the company in August 2012, George's roles included Senior Settlement Specialist at Merrill Lynch in Dublin, Ireland and Broker Liaison Executive at Invesco Perpetual in Henley-on-Thames, UK. George holds a B.A. (Hons) in History from Lancaster University.
Job Titles:
- Managing Partner
- Solicitor
- Managing Partner of Stewart Investors
Grigor Milne is Managing Partner of Stewart Investors. Grigor was appointed as a Managing Partner in October 2018. He has been a member of the Stewart Investors' Board since June 2017. Grigor is a member of the Enterprise Leadership Team.
Grigor joined Stewart Investors in January 2015. He has broad experience as a lawyer in both private practice and industry, including in a family office investment business.
Previously, Grigor was a partner in the Corporate Group of Dundas & Wilson and CMS Cameron McKenna, and before that a director of Murray Capital, a Scottish-based investment business.
Grigor is a practising solicitor with an honours degree in law from Edinburgh University.
Job Titles:
- Global Head of Distribution of First Sentier Investors
- Member of the Executive Committee and the Enterprise
Harry Moore was appointed Global Head of Distribution of First Sentier Investors in May 2020 to provide global oversight of sales and distribution leadership.
Harry is a member of the Executive Committee and the Enterprise Leadership Team. Prior to this role, he was Managing Director, Australia, New Zealand & Japan with responsibility for business development and client service in these markets.
Before joining the firm in June 2010, Harry spent six years at Russell Investments as a consultant in the Institutions and Governments team, providing strategic investment advice and implementation to domestic and pan-Asian clients. Harry has also worked as a client advisor and analyst at UBS Wealth Management Australia and Johnson Taylor Potter.
Iain has 14 years' experience in financial services. Iain previously worked within CBA's Wealth Management Strategy team and has held various positions within First Sentier Investors and worked as a Research Assistant at Contango Asset Management. Iain has a Bachelor of Business (Honours) from the University of Technology and is a holder of the Certified Investment Management Analyst (CIMA) designation. Iain has completed his thesis on a conditional model for enhanced value and growth portfolios in the Australian market.
Job Titles:
- Portfolio Manager, UK / Europe
Ivan is a CFA Charterholder and holds a MSc in Banking and International Finance from Cass Business School, London and a BA in Economics and Commerce from Universita' degli Studi di Bari, Italy.
In his role, Ivan is responsible for the management of UK and European Property Securities portfolios across a number of funds and mandates.
Prior to joining First Sentier Investors in January, 2019, Ivan worked in European- focussed property equity analysis, for five years at CenterSquare Investment Management and prior to that for three years at Henderson Global Investors. At Henderson he also worked for a year in an investment services role, liaising with investment managers, product specialists and sales teams.
Ivan's career before starting in investments includes roles at Willis in insurance, at Barclays in treasury and at the Cass Business School.
Job Titles:
- Business Development Manager
Jan joined the company in May 2011. Jan has 24 years of investment experience in strategic investment advice, quantitative risk management, asset and liability management as well as day to day portfolio management of diversified alternatives portfolios. Previous roles include, Founding Partner of Worldview Investment Consulting, Executive Director and member of the Global Portfolio Solutions Team at Morgan Stanley Investment Management and actuary at Zurich Insurance. Prior to his career in investments, Jan was a Professor of Mathematics at both the University of Amsterdam and York University, Toronto.Jan holds a PhD in Mathematics from the University of Amsterdam and is an actuary and member of the Dutch Actuarial Society.
Janna joined the company in April 2013. In her role, Janna is responsible for portfolio construction, research, analysis and monitoring of multi-asset solutions. Janna's previous role was as a Manager in the Investment Compliance team. Prior to joining the company, Janna worked at Colonial First State Investments Limited, where she held positions in Fund Accounting, Investment Exposure Management and internal Client Relationship Management. Janna holds a Bachelor of Commerce (Accounting) from Macquarie University and a Graduate Diploma in Applied Corporate Governance from the Governance Institute of Australia. She is also a Certified Practising Accountant with CPA Australia.
Jason's main responsibilities include co-portfolio management of the Equity Income Fund and managing the listed equities, equity derivative strategies and capital notes investments within the Target Return Income Fund. Both of these strategies were established by Jason more than ten years ago. This role is focused on the implementation and management of equity options strategies and the development of specialist options portfolio management systems. Jason has been with the company since 1998 as a Portfolio Manager within the Australian Equities, Core team and an Investment Systems Manager. Jason's investment and quantitative systems experience also includes roles with Prudential and Westpac Investment Managers. Jason has completed a Bachelor of Agricultural Science, majoring in mathematics, computing and research statistics.
Job Titles:
- Senior Credit Analyst in the Credit Research Team at First Sentier Investors
Jenny Khamphet is a Senior Credit Analyst in the Credit Research team at First Sentier Investors. Jenny joined the research team in November 2018 but had previously worked as a contractor within the team from August 2015 to February 2018.
Jenny's primary responsibility is to monitor companies in the Energy, Pharmaceuticals, Utilities and Packaged Foods sectors.
Jenny has over 20 years of experience in the financial markets having held roles on both the buy-side and sell-side of the debt and equity markets. She has had extensive coverage in both Australian and Global companies covering a range of sectors such as Media, Energy, Pharmaceuticals, Consumables, Retailers, Airports, Airlines, Utilities and Financials. Prior to joining First Sentier Investors, Jenny worked at the National Australia Bank providing credit research on the sell-side, Commonwealth Bank of Australia providing sell-side credit research, Merrill Lynch providing sell-side equity research and Prudential Portfolio Asset Management providing buy-side equity research.
Jenny holds a Bachelor of Commerce (Accounting) at the University of NSW, has a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, holds a Graduate Diploma in Financial Planning and is a CFA Charterholder.
Job Titles:
- Senior Investment Analyst
Jessica's main responsibilities include research coverage of the Railroads and Waste sectors, involving meetings with management, producing detailed financial models, qualitative reviews, and the presentation of infrastructure stock ideas to the team. Jessica has more than 10 years' investment experience. Prior to joining the Global Listed Infrastructure Securities team, Jessica worked in the Unlisted Infrastructure team, the Global Resources team and the Global Fixed Interest and Credit team in Australia. She also spent six months in the Global Equities team based in London. Jessica has also completed an internship at Macquarie Risk Management Group. Jessica holds a Bachelor of Commerce (Hons) from the University of Queensland.
Job Titles:
- Chartered Accountant
- Credit Analyst for the Asian Fixed Income Team at First Sentier Investors
Jin Hur is a Credit Analyst for the Asian Fixed Income team at First Sentier Investors ('FSI').
In his role, Jin is responsible for the in-depth credit research analysis of Asian credits, with a focus on financial institutions.
Prior to ANZ Hong Kong, Jin was an analyst at Fitch Ratings Hong Kong's Financial Institutions Group covering Hong Kong, Macau, Korea and Mongolia. Before that, he was a senior consultant at Ernst & Young Sydney's Infrastructure Advisory team. Jin started his career with Ernst & Young Sydney's Assurance and Advisory Services focusing on technology, communications and entertainment sectors.
Jin is a qualified Chartered Accountant (CA) and FRM charter holder. He also holds a Bachelor of Commerce degree from the University of Sydney.
John joined the company in August 2015 as a Senior Portfolio Dealer working in the Fixed Income and Credit team. In John's current role as a Portfolio Manager, he continues to utilise his diverse fixed income experience for the company. Prior to this, John has spent the last 18 years working in top tier global financial companies in London, New York and now Sydney. With initial experience in fixed income treasury roles at RBS and SwissRe, his focus for the past 10 years has been in fixed income derivatives. First as a portfolio manager for Lloyds Plc and more recently as an Executive Director for Nomura he has built extensive experience in all forms of global fixed income. John holds a Bachelor of Science in Finance from the University of Connecticut (USA).
Job Titles:
- Business Development Manager
Kieran has 15 years' experience at First Sentier Investors. In his role, Kieran is responsible for index management / enhancements. He manages a range of Indexed Australian equity funds, understanding and improving the investment process and portfolio construction. Since joining First Sentier Investors as part of the graduate program in 2007, Kieran has held a number of positions including analyst roles in the Global Listed Infrastructure team and the Small Companies, Core team. Kieran has completed a Bachelor of Business degree from the University of La Trobe, with majors in Finance and Management.
Job Titles:
- Managing Director and Head of Distribution, Asia for First Sentier Investors
Lauren Prendiville is the Managing Director and Head of Distribution, Asia for First Sentier Investors ('FSI').
In her role, Lauren is responsible for managing the business in Asia, overseeing the business development and the day-to-day functional operations in the region. Lauren is a member of the Enterprise Leadership Team and a director on a number of company subsidiary boards.
Lauren has over 20 years of asset management experience. Prior to joining FSI, Lauren was the Executive Director, Institutional Business Development with Goldman Sachs Asset Management based in London and Singapore.
Previously, Lauren was with Morgan Stanley Investment Management and Investec Asset Management, working across multiple client segments including pension funds, central banks, sovereign wealth funds, endowments and private clients. Lauren began her career in South Africa and after spending 10 years in London, she transferred to Singapore in 2009.
Lauren holds an Investment Management Certificate and a Certificate in Corporate Governance from INSEAD.
As Portfolio Manager, Liam is primarily responsible across all cash, cash enhanced and tailored credit portfolios. Liam is largely involved in research, asset identification, negotiation, execution and monitoring of securities that target alpha generation. Currently much of this is achieved via investment in residential mortgage backed securities (RMBS) and index plus banking product. Strategic initiatives and industry development are also a focus. Liam has over 21 years' experience. Prior to joining the company, Liam was a derivative sales trader with Goldman Sachs JBWere in Sydney. Liam is currently a member of the Australian Financial Markets Association (AFMA) Negotiable and Transferable Instruments (NTI) Committee. He previously chaired AFMA's BBSW Committee during recent reform. Liam holds a Bachelor of Economics from the Australian National University, Canberra. Liam is an AFMA Accredited Dealer and is ASIC RG146 compliant.
Job Titles:
- Company Secretary
- Member of the Executive Management Team
- Chief Legal and Risk Officer and Managing Director, Australia and New Zealand
- Global Chief Legal and Risk Officer With Responsibility for the Legal
- Member of the First Sentier Investors Executive Committee
- Member of the FSI Executive Committee
Liz Hastilow joined the company in 2017 as Global Chief Legal and Risk Officer with responsibility for the legal, governance, risk management and compliance functions globally. In May 2020 Liz's role expanded to include Managing Director, Australia and New Zealand.
Liz is a member of the First Sentier Investors Executive Committee and the Enterprise Leadership Team. She is also a director on a number of the company subsidiary boards.
Before joining the company, Liz was a Co-Practice Area Leader and Partner at global law firm K&L Gates. In that role Liz advised and co-led a global team of investment management partners and lawyers. Before joining K&L Gates, Liz spent 18 years at Henry Davis York, 14 as a partner and funds management / financial services group leader.
Mark Jenkinson is a Credit Analyst in the Fixed Income, Short Term Investments and Global Credit Team based in our London office. He joined the team in February 2021 and primarily covers investment grade European/UK banks and Financials.
Prior to joining First Sentier Investors, Mark spent nearly six years as a credit rating analyst at Moody's Investors Service in London and Frankfurt. He was responsible for the coverage of Swiss Global Investment Banks and EMEA Banks, performing fundamental credit analysis throughout the liability structure and in-depth research.
Mark holds a BSc (Hons) in Business Finance and Economics and a MSc in Finance and Economics from the University of East Anglia. He is bilingual in English and German.
Job Titles:
- Chief Executive Officer
- Member of the Executive Management Team
- Chief Executive Officer for First Sentier Investors
- Fellow of the Institute of Chartered Accountants
- First Sentier Investors CEO
Mr Steinberg is the Chief Executive Officer for First Sentier Investors and is based in Sydney.
Mark is the company's Chief Executive Officer and is based in Sydney.
Mark brings a strong background in acquisitions and wealth management to his role of CEO. He re-joined the company in October 2017 and was appointed Chief Executive Officer in September 2018. He had previously been the Chief Financial Officer of CFSGAM from January 2008 - December 2012.
Prior to re-joining the business, Mr Steinberg was Group Chief Financial Officer and Group Chief Operating Officer of Cover-More Group Limited, an Australian Securities Exchange listed company, where he oversaw several acquisitions before Cover-More was acquired in April 2017.
Prior to his time at Cover-More, Mr Steinberg was the Chief Financial Officer at Colonial First State and the Commonwealth Bank of Australia's Advice business. He also previously worked for Macquarie Bank, where he was a Divisional Director, and Vodafone, where he was Chief Financial Officer of the Australian and New Zealand businesses and Finance Director of the Japanese business.
Mr Steinberg is a Fellow of the Institute of Chartered Accountants in Australia and New Zealand and a Senior Fellow of FINSIA.
Marlon manages the listed equities, equity derivative strategies and capital notes investments for the Equity Income Fund and the Target Return Income Fund. Marlon is a specialist in equity portfolio risk analysis and derivative pricing theory in addition to his portfolio management responsibilities. Marlon was part of the Australian Equities, Core team from 2009 until January 2018 as a Portfolio Manager and Quantitative Analyst. Marlon worked with the Asian Fixed interest team in Hong Kong and undertook investment analysis for the Hedge Funds and Global Property Securities teams. Marlon has completed a Bachelor of Commerce degree (Actuarial Studies and Finance) from the University of New South Wales. He has completed all three levels of the CFA exam and holds a Fellow of the Institute of Actuaries Australia accreditation and lectures the Investment Management and Finance specialist stream for the Actuarial qualification program.
Job Titles:
- Member of the Executive Management Team
- Managing Partner of FSSA Investment Managers
Martin Lau is a Managing Partner of FSSA Investment Managers, part of First Sentier Investors. He has been with the team for more than 18 years, starting with the firm as Director, Greater China Equities, in 2002.
Martin is the lead fund manager of a number of FSSA strategies: the FSSA Asian Equity Plus strategy, the FSSA Asian Bridge strategy, the FSSA Asia Pacific All Cap strategy, the FSSA China Growth strategy, the FSSA Greater China Growth strategy and the FSSA Hong Kong Growth strategy.
Martin has more than 25 years of investment experience and is based in Hong Kong.
He graduated from Cambridge University with a Bachelor of Arts degree and a Master's degree in Engineering. He is also a CFA charterholder.
As Portfolio Manager, Martin is responsible for the facilitation of both transactional activity and strategic / tactical analysis, incorporating these endeavours across all portfolios managed by the group. Martin has over 20 years' experience. Prior to joining the company, Martin worked at AMP Capital Investors as a Senior Portfolio Manager - Macro Markets - Fixed Interest. Martin also held roles at WBC as a Risk Manager, CSFB London as a Risk Analyst Fixed Income, Tokai Bank Europe as a Bond and Currency Analyst and Credit Union Services Corp Sydney as a Money Market Dealer. Martin holds a Bachelor of Science degree from Sydney University, Majoring in Mathematics and Statistics, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Job Titles:
- Member of the Executive Management Team
- Chief People and Culture Officer
Melanie Halsey brings more than 20 years' experience in senior human resources (HR) roles, most recently as Executive Vice President, HR at Colt Technology Services Limited, where she led a global team of 150 HR professionals across 15 countries.
Prior to that, Ms Halsey was Global Head of HR for Eight Roads, a global venture capital firm. Ms Halsey joined that business after working for Eight Roads' major shareholder Fidelity, where she was the Head of HR for UK Financial Services.
Michael manages a range of Small and MidCap Companies portfolios, as well as undertaking both quantitative and qualitative research for stock selection ideas in the Small Companies and MidCap sectors. Michael covers a variety of companies and industries. In addition, Michael contributes to regular risk and performance monitoring of portfolios.
Michael started working on the Small Companies portfolios in October 2007, after completing graduate program rotations in the Business Development and Global Property teams.
Michael holds a Bachelor of Commerce and Law (Hons) from the University of Sydney, and is a CFA charter holder.
Job Titles:
- Managing Partner of FSSA Investment Managers
Michael Stapleton is a Managing Partner of FSSA Investment Managers, part of First Sentier Investors.
Michael has more than 23 years of experience in the investments industry. He joined FSSA Investment Managers in 2015 after being part of First Sentier's global business for more than 19 years. Michael is based in Hong Kong and is responsible for the business management of the FSSA Investment Managers team.
After joining First Sentier Investors (formerly known as Colonial First State Global Asset Management) in 1998, Michael worked in the institutional business in Australia before moving to the UK to become Head of Institutional Business Development. He subsequently moved to Hong Kong in 2009 and has been based in Asia since then. Michael is also Acting Managing Director Asia, overseeing business development and the day-to-day functional operations in the Asia region.
Michael holds a Bachelor of Economics from Monash University. He is also a CFA charterholder.
Ms Tredenick has extensive experience in a broad range of industries, including banking, insurance, wealth management, education services, health insurance, superannuation and technology.
Ms Tredenick has held senior roles at National Australia Bank, MLC and Suncorp, and she currently runs her own corporate advisory business advising boards and CEOs on strategy and technology. She serves on several listed and private company boards, including Insurance Australia Group Limited and Bank of Queensland Limited, Cricket Australia, Urbis Pty Ltd, Ethics Centre and the Senate of the University of Queensland.
She is a Fellow of the Institute of Company Directors, and holds a Bachelor of Science degree from the University of Queensland.
Job Titles:
- Co - Lead, Credit Research
Mike is Co-Lead of Credit Research focused on oversight of the credit research function and the further harmonisation of methods across both the rating and relative value elements of credit analysis worldwide. He joined the company in May 2014 and retains active coverage responsibilities, primarily in the investment grade Financials, Healthcare, and Consumer sectors. Prior to joining the company, Mike worked at Invesco, most recently as a Senior Credit Analyst, Investment Grade Credit. Mike served on active duty in the United States Army's 1st Cavalry Division as a Combat Engineer Officer. He is a 1997 graduate of The United States Military Academy in West Point, NY and has a Master of Business Administration degree from Bellarmine University.
Job Titles:
- Portfolio Manager
- Portfolio Manager / Structured Credit Analyst
As Portfolio Manager Natasha has a specific focus on structured credit. Natasha has over 30 years of experience including her previous role at CFSGAM as a Senior Credit Analyst focused on global (ex-Asia) banking credit. Prior to CFSGAM Natasha was a Senior Credit Analyst - Vice President at State Street Global Advisors (SSgA) where she was responsible for analysing all fixed income and cash assets issued in Australia, and was actively involved in the marketing of SSgA funds to clients, rating agencies and asset consultants. Prior to SSgA, Natasha was an Associate Director of the Relationship Credit Group (Natural Resources) at ANZ. Natasha has extensive experience in corporate lending, project and structured finance, securitisation and credit analysis with several international banks including Credit Suisse and Toronto Dominion. In addition, Natasha has also worked with Merrill Lynch, and HSBC Securities as a sell-side equity analyst covering resource companies and bulk commodities.
Natasha holds a Bachelor of Science (Zoology) and a Bachelor of Arts (Economics and Politics) from The University of Melbourne, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and a Masters of Accounting Studies from the University of New England. Natasha is also a CPA and a Senior Fellow of the Financial Services Institute of Australasia.
Job Titles:
- Senior Investment Analyst, Asia
Neil is a CFA Charterholder and holds a Bachelor of Business Science degree majoring in Accounting and Finance from the University of Cape Town, South Africa.
In his role, Neil is responsible for the analysis and research of property companies in the Asia Pacific region. Asian property securities are held in our global and Asian Property Securities portfolios.
Prior to joining First Sentier Investors in January, 2020 Neil was a Portfolio Manager and Investment Analyst at Investec Asset Management (IAM) where he worked from 2001 to 2018, originally in Cape Town and more recently in Sydney. In his investment roles at IAM, he focused on both general equities as well as listed property, initially focussed on South African stocks before expanding into global real estate securities.
As a Senior Portfolio Manager, Nicholas actively contributes to the development and implementation of the team's strategic and tactical portfolio management decisions. His responsibilities encompass the ongoing development of the investment mandates risk management systems and he provides much of the analytical portfolio analysis and attribution required by clients and consultants. Nicholas has over 25 years' experience. Prior to joining the company, Nicholas was a Senior Portfolio Manager with the Treasury Corporation of Victoria and was responsible for the management of their short term liability portfolios. Nicholas also worked at AMP Asset Management in various roles including Fixed Interest Portfolio Manager, based in London and in Australia as a Senior Portfolio Manager managing nominal Bond and inflation linked mandates. Nick holds a Bachelor of Economics degree from Monash University, Melbourne and has also completed the Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Job Titles:
- Senior Investment Analyst
Pablo's main responsibilities include research coverage of the Energy Pipelines and Utilities sectors, involving meetings with management teams, producing detailed financial models, qualitative reviews, and the presentation of investment ideas to the team. Pablo has more than 15 years' investment experience. Prior to joining the company in March 2013, Pablo was an Associate Director at Access Capital Advisers, where he was the lead asset manager for several invested companies. Pablo led or participated in several acquisitions and debt refinancing projects relating to unlisted infrastructure assets. He was also a Board director at two invested companies based in Chile and Mexico and a member of the Investment Advisory Board of the Emerging Markets Infrastructure Fund. Pablo previously worked for Credit Suisse (Australia) and is fluent in Spanish and Portuguese. Pablo holds a Bachelor in Economics from the University of Buenos Aires and a Master Degree in (Corporate) Finance from the University of CEMA.
As Credit Analyst, Patricia is responsible for credit analysis, focusing on the Consumer Discretionary and Non-Discretionary, Airports, Manufacturing, Oil & Gas and Pharmaceuticals sectors. Patricia has over 13 years' experience. Prior to this, Patricia was an Assistant Portfolio Manager in the Fixed Income team at QBE Group. Patricia holds bachelor degrees in Commerce, Actuarial Studies, Science and Computer Science from Macquarie University, and is AFMA accredited.
Pavlos manages a range of Small and Mid Cap Companies portfolios, as well as undertaking both quantitative and qualitative research for stock selection ideas in the Small Companies and MidCap sectors. Pavlos covers a variety of companies and industries. In addition, Pavlos contributes to regular risk and performance monitoring of portfolios.
Since joining First Sentier Investors as part of the graduate program in February 2007, Pavlos has worked as a Quantitative Analyst within Index Core Team and First Sentier Investors' Fixed Interest team.
Pavlos holds a Bachelor of Commerce / Bachelor of Science from the University of New South Wales, and is a CFA charter holder.
Job Titles:
- Portfolio Manager, Australia
Peter holds a Bachelor of Economics degree and a Master of Urban Planning degree from Melbourne University. He also holds a Graduate Diploma in Property from RMIT University, a Graduate Diploma in Urban Sociology from Swinburne and is a Graduate of the Australian Institute of Company Directors.
In his role, Peter is responsible for the analysis and research of Australian and New Zealand property companies. Australian and New Zealand property securities are held in our Australian, Asian and global property securities portfolios.
Prior to joining First Sentier Investors in December 2016, Peter was a Senior Real Estate Equities Research Analyst at National Australia Bank. Prior to that, Peter built up extensive experience in the direct and listed property markets (both buy and sell side), including senior roles at BT Funds Management, Deutsche Asset Management and Citigroup.
Job Titles:
- Head of Global Listed Infrastructure
Peter established the Global Listed Infrastructure Securities strategy in 2007 and has built a high quality team of investment specialists and a strong investment track record. Peter has more than 20 years' investment experience. Prior to joining the company in January 2007, Peter was a Director and Head of Infrastructure and Utilities Research at Credit Suisse Equities (Australia). Peter was also an analyst at Macquarie Equities during the initial development of the private infrastructure market. Peter holds a Bachelor Economics (Finance) from Macquarie University.
Rebecca's main responsibilities include managing infrastructure securities on behalf of institutional and wholesale clients, and research coverage of the Renewables and Water sectors. Rebecca has more than 15 years' investment experience. Prior to joining the company in April 2008 Rebecca worked for Ernst & Young's Transaction Advisory Services team in Australia. Rebecca has also worked at Grant Thornton (UK). She holds a Bachelor of Science in Mathematics (First Class) from Sheffield University and is a Chartered Accountant with the Institute of Chartered Accountants in England and Wales.
Job Titles:
- Media Contact
- Corporate Communications
Job Titles:
- Credit Analyst
- Senior Credit Analyst
As Credit Analyst, Rhys is responsible for credit analysis, focusing on European Industrials. Rhys has over 10 years' experience. Prior to this, Rhys worked as a credit analyst at ECM. Rhys hold a degree in Economics from Bath University and is a CFA charterholder.
Mr Wastcoat has over 25 years' Executive experience in US, Europe and Asia and a track record of leading a large, complex business as well as managing developing businesses in emerging markets.
In addition, he has over 10 years' experience as an independent non-executive and board member for International asset management, banking and wealth management, educational services and fin tech companies. His experience includes chairing of International Committee and membership of risk, audit and remuneration committees.
Mr Wastcoat is an experienced and prominent figure in the UK funds management industry, and joined First Sentier Investors UK group of companies as their first non-executive director in 2011. He previously spent 25 years at Fidelity and worked as Chief Executive of its UK mutual fund business, and subsequently FundsNetwork, from 1999 until his retirement from the company in 2008. He is currently on the Board of Marstone Inc, a digital advice company based in New York.
Mr Wastcoat holds a Bachelor of Science in Business Administration from Lehigh University, Pennsylvania, USA.
Job Titles:
- Chief Operating Officer
- Global Chief Operating Officer
- Member of the Australian Institute of Company Directors
- Member of the Enterprise Leadership Team
Rob Scott is the Global Chief Operating Officer for First Sentier Investors.
Rob joined the business in June 2019 and is responsible for global Operations, IT and Data. Rob is a member of the Enterprise Leadership Team.
Rob brings over 25 years' experience in global business operations and IT with a track record of delivering successful business transformations.
Prior to joining the company, Rob was Head of Global Operations at Nikko Asset Management in Tokyo, and has also held roles at Deutsche Asset Management, BNP Paribas Securities Services, and ABN AMRO Asset Management across the Asia region.
He has a MBA from Australian Graduate School of Management, a Diploma of Financial Markets from Securities Institute of Australia (now FINSIA), and an ACI Diploma from Financial Markets Association UK (FMA).
Rob is a Member of the Australian Institute of Company Directors.
Rudi established the Equity Income capability in 2004 and has built a strong track record in the management of objectives-based investment strategies. Rudi has more than 18 years' investment experience. He is co-Portfolio Manager for the Equity Income Fund and the Target Return Income Fund and is responsible for investment strategy, stock selection, portfolio construction, investment process enhancement and management of the Equity Income investment team. Rudi was part of the Australian Equities, Core team from January 2000 until January 2018 in roles including Senior Portfolio Manager, Equity Analyst and Senior Quantitative Analyst. Rudi has completed a Bachelor of Commerce degree (Actuarial Studies) and a Bachelor of Applied Finance from Macquarie University. Rudi earned the CFA charter in 2003 and is a graduate of the Australian Institute of Company Directors.
Ruth joined the company in July 2020. Ruth's responsibilities include contributing to the development and management of the multi-asset business globally and supporting the team with analysis and monitoring of multi-asset portfolios. Prior to First Sentier Investors, Ruth worked in business development at Legg Mason Asset Management and as an external fund management analyst at NTUC Income. Ruth holds a Bachelor of Science degree from National University of Singapore, majoring in Applied Mathematics. Ruth has also been awarded the Chartered Financial Analyst (CFA) designation.
Job Titles:
- Senior Quantitative Analyst
Scott has 28 years' quantitative research experience. Prior to joining Realindex, Scott was a Director of Applied Research at Axioma and spent 18 years at Macquarie Bank where he was a Senior Analyst within Macquarie Securities and the Quantitative Applications Division. In addition he has been a guest lecturer at Kaplan Professional since 2004. Scott has worked across a number of areas of quantitative research including multi factor alpha models and optimization, smart beta, index arbitrage, after tax optimization, dynamic currency hedging and database management and has regularly presented at conferences and seminars. Scott has a Masters of Applied Finance and a Bachelor of Computer Science (Honours), both from Macquarie University.
Sidney has 24 years' financial services experience, during which he has been responsible for producing software within stockbroking and asset management arms of multinational investment banks including Ankura Capital and Credit Suisse. Sidney holds a Master of Commerce - Major in Finance and Bachelor of Engineering - Computer Engineering (Honours Class 1) from the University of New South Wales and has been a CFA Charter holder since 2010.
Sophie is responsible for the generation and presentation of investment ideas to the team. These investment ideas are generated from detailed due diligence, for example meeting with various industry participants, producing financial valuation models, carrying out qualitative reviews of companies and writing research reports. Sophie initially joined First Sentier Investors in April 2021. Prior to joining First Sentier Investors, Sophie worked as an Analyst in the Audit and Assurance team at Deloitte, a leading global provider of audit and assurance, consulting, financial advisory, risk advisory and tax services. Sophie holds a Bachelor of Commerce (Professional Accounting) from Macquarie University.
Job Titles:
- Head of Australian Fixed Income
Stephen leads the Australian Fixed Income Team, based in Sydney, in managing our portfolio of Australian Fixed Income clients. The team is responsible for contributing to the global platform with explicit responsibility for alpha sources through a balanced risk approach to portfolio construction. Stephen and his team also have responsibility for Australian Core, Inflation-Linked, and Passive/ALM Fixed Income portfolios. Stephen has been leading the team in this capacity since June 2016. Stephen joined the company in February 2013 as a Senior Portfolio Manager. Prior to joining the company, Stephen was Director, Investment Solutions at ING Investment Management for nearly 10 years; responsible for the management of indexed, quantitative and traditional active portfolios across fixed interest and structured credit. Prior to ING Investment Management, Stephen was employed at the Reserve Bank of Australia, Credit Suisse, ANZ Investments and Commonwealth Treasury where he was an Economist/Strategist.Stephen graduated with a Bachelor of Economics (First Class Honours) from the University of Tasmania and has also completed a Graduate Diploma in Financial Markets. Stephen is supported in his role by 4 experienced portfolio managers with an average of over 15 years of industry experience.
Job Titles:
- Head of Global Property Securities
Stephen holds a Bachelor of Commerce (Economics and Management) from the University of Wollongong and is a Fellow of the Financial Services Institute of Australia.
In his role, Stephen is responsible for management of the Global Property Securities team, one of a number of First Sentier Investors investment teams. The team manages Domestic, Asian and Global Property Securities portfolios for a number of funds.
Prior to re-joining the company in September 2012, Stephen was Managing Director at Perennial Real Estate Investments, where he worked for over six years. Before his time at Perennial, Stephen worked at the company as Head of Property Securities.
Job Titles:
- Senior Portfolio Manager Americas
Stuart is a CFA Charterholder and holds a BS in Finance from Yeshiva University (USA).
In his role, Stuart shares responsibility for the management of Americas Property Securities portfolios across a number of funds and mandates.
Prior to joining First Sentier Investors in August 2009, Stuart worked on the buy-side focused on the REIT sector for five years as an Investment Analyst at Citigroup Global Markets - Equity Principal Strategies, and as an Equity Analyst at High Rise Capital Management LP.
Before moving to the buy-side, Stuart worked for six years as a sell-side REIT equity analyst at Lehman Brothers where he was a member of top ranked REIT research teams from 1997-2003. Stuart started his career at Bankers Trust Company in New York where he worked as an Associate in Global Economic Research.
Job Titles:
- President & CEO, Mitsubishi UFJ Kokusai Asset Management
Mr. Yokokawa is responsible for leading Mitsubishi UFJ Kokusai Asset Management, one of the largest investment trust providers for Japanese retail clients, and the investment trust business arm of MUFG. Mr. Yokokawa was Director, Deputy President and Executive Officer of Mitsubishi UFJ Trust and Banking Corp (MUTBFJ) until March 2021, and responsible for the transaction and purchase of First Sentier Investors by MUTBFJ in 2019.
He joined Mitsubishi UFJ Trust and Banking in 1986 in portfolio management and strategic planning, including corporate planning at the firm's subsidiary, Mitsubishi UFJ Kokusai Asset Management. Mr Yokokawa has a MBA from the Stern School of Business, New York University and a bachelor degree in Economics from Hitotsubashi University, Tokyo, Japan.
Job Titles:
- Board Director
- Non - Executive Director
Susie Rippingall is an experienced Board Director and investment professional based in Hong Kong. She has more than 20 years' experience as a manager of Asian equity funds and seven years as a non-executive director.
Ms Rippingall has held a number of Board roles since 2013. Before this, she was Senior Portfolio Manager at First Sentier Investors (Hong Kong) Ltd., Portfolio Manager at First Sentier Investors Management (UK) Ltd. and Portfolio Manager at The Scottish Oriental Smaller Cos. Trust Plc. She has a strong understanding of corporate governance best practice and unique insight into the Asian investment management sector.
Job Titles:
- Chief Financial Officer
- Member of the Executive Management Team
- First Sentier Investors Chief Financial Officer
Suzanne Evans is responsible for the global Finance and Strategy function in her role as Chief Financial Officer, which includes Accounting, Tax, Treasury and Corporate Strategy. Suzanne is a member of the Enterprise Leadership Team.
She has more than 25 years of experience across all aspects of capital markets including banking, life insurance, financial services and property.
Prior to joining the company, Suzanne held roles in investor relations, Treasury, strategy and mergers & acquisitions for a number of publicly-listed entities.
She holds a Masters in Applied Finance from Macquarie University and is a Non-Executive Director of Domestic Violence NSW Service Management, a not-for-profit providing services to women and children escaping family violence.
Tahlia undertakes both quantitative and qualitative research for stock selection ideas in the Small Companies and MidCap sectors. Tahlia covers a variety of companies and industries.
Tahlia joined First Sentier Investors as part of the graduate program in February 2016, where she completed rotations in the Economics, Fixed Income, Direct Infrastructure and Australian Small Companies teams. Prior to joining the Small Companies team, Tahlia was an Investment Analyst in the Direct Infrastructure team, working on transactions and asset management.
Tahlia holds a Bachelor of Commerce and Law (Hons) from the University of Adelaide. She also holds a Graduate Diploma in Legal Practice and was admitted to the Supreme Court of South Australia in 2015.
Job Titles:
- Director, Senior Managing Executive Officer, Mitsubishi UFJ Trust and Banking Corp ( Chairman )
Mr Yasuda is Chief Executive of Asset Management & Investor Services Business Unit and Business Head of Asset Management Business of Mitsubishi UFJ Trust and Banking Corp ("the Trust Bank").
He joined the Trust Bank in 1987 and has previously held various positions including, General Manager of the Markets and Global Business Planning division, and Executive Officer of both Global Asset Management Business and Trust Asset Planning divisions.
He is also a Non- Executive Director of SWS MU Fund Management Co., Ltd.
Mr Yasuda has a bachelor degree in Laws from The University of Tokyo.
In his role, Tim manages a range of Small Cap Australian equities funds. Tim started his career with CFSGAM as a member of the Research and Information team, before moving into the Australian Equities, Growth team as an Analyst in April 2002.
Prior to joining the company in November 2000, Tim was a Senior Performance/Quant Analyst at Baring Asset Management in London. He began his career in 1990 at Westpac Investment Management. His last position at Westpac was as an Investment Analyst in the tactical asset allocation area.
Tim holds a Bachelor of Arts in Economics and Political Science from the University of New South Wales, and is a CFA charterholder.
Job Titles:
- Head of Fixed Income, Short Term Investments and Global Credit
As Head of Fixed Income, Short Term Investments & Global Credit, Tony oversees of a range of fixed income, credit, and cash investment capabilities. He provides investment leadership and strategy to deliver on a wide variety of client objectives. He also has responsibility for investment outcomes, governance, team management, product development, client servicing, business development, and managing our counterparty relationships. Over his career spanning more than three decades, Tony has a proven track record of achieving success as an investor, engaging with clients, managing businesses, and nurturing talent. Tony joined First Sentier Investors in March 2002 as a result of the merger of Commonwealth Investment Management and (then) Colonial First State, where he had established the Cash business in April 1988. Prior to this, Tony was employed at the Commonwealth Bank of Australia, in the Global Markets Treasury Division, in a variety of portfolio trading roles. In 2003, Tony was appointed as a Trustee Director of the Commonwealth Bank Officers Superannuation Corporation (CBA Group Super). In 2012, Tony was appointed to the Market Governance Committee of the Australian Financial Markets Association (AFMA), where he currently acts as Deputy Chair.
Trent's main responsibilities include managing infrastructure securities on behalf of institutional and wholesale clients and research coverage of the Railroads and Utilities sectors. Trent has more than 20 years' buy and sell side infrastructure experience, having previously managed infrastructure investments in both the listed and direct space. Prior to joining the company, Trent was Portfolio Manager for the Challenger Infrastructure Fund, an Australian publicly listed fund that invested in globally diversified unlisted infrastructure assets. Trent has also held roles at the company in London as a global equities analyst, JP Morgan Cazenove and PricewaterhouseCoopers. Trent holds an MBA from the Australian Graduate School of Management, is a Chartered Accountant, and has a Bachelor of Commerce from the University of Sydney.
Job Titles:
- Senior Portfolio Manager Asia Pacific
Tuan holds a Business Degree majoring in Accounting and Finance from the University of Technology, Sydney, a Master's degree of Commerce from Macquarie University, Sydney, and is a Chartered Accountant.
In her role, Tuan is responsible for the analysis and research of property companies in the Asia Pacific region. Asian property securities are held in our global and Asian Property Securities portfolios.
Prior to re-joining First Sentier Investors in November 2012, Tuan was the Regional Head for Asia at Perennial Real Estate Investments, where she worked for over six years. Before her time at Perennial, Tuan worked at the company as a Portfolio Manager covering property securities in the Asia Pacific region.
William is responsible for the generation and presentation of investment ideas to the team. These investment ideas are generated from detailed due diligence, for example meeting with various industry participants, producing financial valuation models, carrying out qualitative reviews of companies and writing research reports. William joined First Sentier Investors in April 2021.Prior to joining First Sentier Investors, William was a Senior Associate at investment manager Dimensional Fund Advisors. His role involved working with internal research teams, portfolio management and trading in order to deliver in-depth market analysis and systematic investment solutions to existing and prospective institutional clients. Prior to Dimensional Fund Advisors, William worked for Perpetual as an Undergraduate Accountant. William holds a holds a Bachelor of Commerce (Finance & Accounting) from the University of Sydney.
Job Titles:
- Deputy Chief Executive Officer
Yoshiki Ueno was appointed Deputy Chief Executive Officer in March 2022. Ueno has been working for First Sentier Investors since August 2019, and was appointed Head of US Governance in September 2021. As part of his role, he worked closely with Managing Director, Americas, Bachar Beaini, as he managed the US consultation and reporting process with FSI's US parent companies - MUFG Americas and MUFG Fund Services (USA).
Prior to his time at FSI, Ueno spent over 20 years at FSI's shareholder Mitsubishi UFJ Trust and Banking Corporation in a variety roles including corporate finance, strategy planning for asset management and investor services business, and project management office of integration projects.
Mr Ueno has a MBA from the International Corporate Strategy, Hitotsubashi University and a bachelor degree in Political Science from Waseda University.
Job Titles:
- Managing Executive Officer, Deputy
Managing Executive Officer, Deputy Chief Executive, Asset Management & Investor Services Business Unit, Business Head Asset Management Business at Mitsubishi UFJ Trust and Banking Corporation
Yutaka Kawakami has worked with Mitsubishi UFJ Trust and Banking Corporation since 1990, where he has gained extensive experience in the field of asset management. He has held various positions including strategist, global asset management sales, strategic planning, mergers and acquisitions, directorships with strategic alliance partners, such as joint venture with Baillie Gifford and Shenwan Hongyuan Securities.
From August 2019 to March 2022, Mr Kawakami held the position of Deputy Chief Executive Officer at First Sentier Investors, where he supported the development and implementation of the business strategy, align interests and seek opportunities and synergies between Mitsubishi UFJ Trust and Banking Corporation and FSI.
Mr Kawakami has a degree in Economics from Keio University, Tokyo, Japan.