MLC - Key Persons
Alicia Chen joined MLC Private Equity as a Senior Associate in August 2021.
With a strong background in direct private equity investments and manager assessment, Ms Chen focuses on researching and supporting execution of private equity investment opportunities in the US and Europe.
Most recently Ms Chen was Private Equity Associate at AMERRA Capital Management, New York, and previously worked at UAW Medical Benefit Trust where she was Investment Analyst - Private Equity in Ann Arbor, Michigan.
Ms Chen earned her Master of International Affairs, International Finance and Economic Policy from Columbia University, and Bachelor of Science, Financial Mathematics/Art History from the University of Michigan.
Job Titles:
- General Manager, Asset Management Product
- General Manager, Investment Products
Amna Khan is the General Manager, Investment Products at MLC Asset Management. She is responsible for the growth of the MLC product footprint across Australia, specifically as it relates to innovation and development of new investment capabilities leveraging MLC ™s established core values. She previously worked at First Sentier as the Head of Product for AsiaPac & Americas, with accountability for product strategy and M&A activities focused on expanding the company ™s investment capability across global markets.
An advocate of strong policy setting, Amna works closely with Treasury, FSC and ASIC advising on product innovation and governance standards.
Amna is passionate about education, especially creating equal opportunities for women and indigenous students. She is a Director of the Abbotsleigh School Foundation, supporting education for indigenous girls from rural communities and a founding member of the Chief Executive Women Connect Committee. She has a Bachelor of Economics (Honours) and an MBA. She is also a CFA charterholder and a graduate of AICD.
Job Titles:
- Independent Committee Member and Chair
Job Titles:
- Investment Specialist - Direct and Alternatives ( NSW )
Job Titles:
- Senior Associate
- Private Equity As a Senior Associate
- Senior Associate, MLC Private Equity
Ashini Ganesalingam joined MLC Private Equity as a Senior Associate in August 2021. Ashini draws on her strong experience in manager due diligence to support origination and execution of private equity funds and co-investments in US and Europe.
Most recently, Ms Ganesalingam was Senior Associate, Investment Research at Aksia, LLC. Ms Ganesalingam gained her Bachelor of Science (major in Applied Economics and Management) from Cornell University ™s College of Agricultural and Life Sciences. Ms Ganesalingam is also a CFA charterholder.
Job Titles:
- Chartered Accountant
- Portfolio Manager
- Lead Portfolio Manager
Barry is the lead portfolio manager and has 12 years of experience as a global equity portfolio manager and over 35 years ™ experience as an investment professional.
Barry was previously Partner, Managing Director and Portfolio Manager at Artisan Partners where he set up, managed and was sole decision maker on their Global Equity strategy and opened the London office.
Prior to this, Barry was a Managing Director and Portfolio Manager at MFS Investment Management with approximately US$6 billion under his management. He opened their Tokyo office and also worked in London and Boston. Barry had a strong track record of consistent outperformance during his 12 years as Portfolio Manager of the Funds.
Prior to this, he had various investment analyst roles in London and Tokyo and started his career at Arthur Andersen as a Chartered Accountant in London.
Barry is a Chartered Accountant, has a BSc degree in economics from City University, London and has a certificate in Japanese language fluency from Keio University, Tokyo.
Job Titles:
- National Manager - Strategic Relationships
- National Sales Manager - Direct and Alternatives
Job Titles:
- Head of Sales - Retail Asset Management
Charles was previously employed at Berenberg Bank in London as an Associate Analyst covering biotech/mid cap pharmaceutical companies with direct coverage of 14 European firms.
Charles is a CFA charter holder and holds a BSc in Chemistry and Management from Newcastle University.
Chris is a Portfolio Manager with over 16 years ™ investment experience and covers consumer sectors. Working alongside Barry at Artisan Partners in London, he was a global sector analyst.
Prior to this he worked for investment managers in the US covering drug retail and healthcare distribution, global consumer sectors and consumer finance companies.
Chris holds an MBA from Harvard Business School and a BBA in Business Administration from University of Michigan and is a CFA charter holder.
Dan Farmer - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Our Chief Investment Officer
Dan was appointed to the role of Chief Investment Officer (CIO) in July 2022, a position that brought together MLC AM and IOOF investment teams under his leadership. In this role, Dan is focussed on the group ™s multi-asset strategies and he is responsible for management of the team, overall investment performance, managing risk and delivering superior investment outcomes to investors. He is also a member of the Investment Management Committee. Together with the single asset class strategies the broader Investment team manages $97 billion.
Prior to this role, Dan led the investment team managing IOOF ™s funds from 2017-2022 and before this he managed the Australian Equities portfolio for seven years, successfully implementing the boutique program and defensive equities portfolio in this time.
Before this, Dan was Senior Executive Investments at Telstra Super, managing the fund ™s $3 billion Australian equity portfolio for seven years. During this period Telstra Super ™s Australian equity product consistently ranked highly in the SuperRatings performance survey. Dan was also Portfolio Manager responsible for day to day management of internally managed Australian share portfolios at Telstra Super totalling over $450 million.
Dan holds a Bachelor of Economics (Honours) from La Trobe University in Melbourne and a Master of Commerce (Honours) from the University of Melbourne.
Job Titles:
- Portfolio Manager
- Portfolio Manager, MLC Private Equity
David joined MLC in 2009 as Head of Asia, MLC Private Equity. His extensive industry experience, spanning over 20 years, includes corporate strategy, strategic due diligence, M&A, IT strategy, operational implementation, product design, financial modelling and process improvement. During his tenure at MLC, David has led coverage of Asian and EM companies and, while currently based in Sydney, he has also worked out of NY and London covering investments in Nth America and the UK.
He has worked closely with the many of the largest banks in Australia and Europe to implement their Asia and China entry strategies, including both M&A and greenfield branch expansion, where he was operationally involved in recruitment, process design and key governance aspects. David started his career as a software engineer and system architect, working several high-profile organisations (e.g. Yahoo, Sun Microsystems, NRMA) on pioneering web applications and search engine technology. David has also gained a particular knowledge of the Asian financial services, being one of the most qualified experts in that sector.
David was placed first in both his Master of Commerce (Finance) and Bachelor of Software Engineering (First Class Honours and University Medal) degrees from the University of New South Wales. He achieved a UAI of 100, ranking first in the State. He is also a CFA charterholder and sits on the Infrastructure Investment Committee for MLC.
Job Titles:
- Investment Specialist - Direct and Alternatives ( VIC )
Job Titles:
- Head of Investor Relations & Client Service
Job Titles:
- External Committee Member
Susan was formerly Head of Investments at MLC and for many years had responsibility for the management of MLC ™s retail diversified funds. She draws on extensive and proven portfolio management expertise acquired across the investment cycles of the past 35 years, including 17 years at MLC. She is a voting member of the investment committee for MLC ™s private equity program.
Susan is also Deputy Chairperson of not-for-profit Taldumande Youth Services, and is the Chair of their Finance Committee. Susan has a BSc, MA and a PhD in Economics from London University, plus a GDip Environmental Management from UNSW.
Garry Mulcahy is the Group Executive, Asset Management. He has had a long and extensive career with MLC, working across Product Management, Strategy and General Management roles in Australia, New Zealand and the United Kingdom in a number of Executive Positions.
Garry was previously the Executive General Manager, Super and Solutions leading the Asset Management, Product & Platforms, Corporate Super, and Product Enablement teams; and Executive General Manager for Asset Management from 2009 to 2018. During this time the business grew from around $70 billion of assets under management to over $200 billion.
He is the Director of a number of Group companies in Australia and the UK covering both Wealth Management and Asset Management.
Job Titles:
- Investment Specialist - Direct and Alternatives ( QLD )
James is a Portfolio Manager covering technology stocks and has over 18 years of investment experience working in New York and Tokyo. Prior to Intermede, James worked for Fidelity Management Research in Japan.
James holds an MBA from Harvard Business School and a BSc in Business Administration from University of California at Berkeley.
Jason Komadina is the Chief Commercial Officer for Insignia Financial Asset Management .
Jason has over 20 years financial services experience spanning all areas of the wealth management value chain from Custody, Asset Management, Platforms & Administration to Advice. A proven track record of delivery across leadership roles, product management and achieving superior financial outcomes.
Prior to joining MLC Asset Management, Jason held the role of General Manager Product and Investments at Perpetual Private, where he led a diverse team of Investment and Product professionals.
Jason holds a Bachelor of Economics, and is a Chartered Accountant and Fellow of FINSIA.
Jeremy Davids joined the MLC Private Equity team as an Associate in July 2022, with his role being to assess fund investments as well as co-investments in individual transactions. Most recently, Jeremy worked at Help Capital, where he advised private equity funds, investee companies and ASX-listed corporates in commercial due diligence and corporate strategy. Jeremy holds a Bachelor of Business with First Class Honours and a University Medal in Finance from the University of Technology, Sydney. He has also been awarded the CPA Australia Prize for Best Graduating Student (a gift made between CPA Australia and UTS) and is a CFA charterholder.
Job Titles:
- Analyst
- Portfolio Manager
- Principal
Mr. DeVita is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the consumer sector. He also serves as the Director of Research and leads the research team's ESG efforts. Prior to joining Altrinsic in 2000, Mr. DeVita began his investment career with Société Générale Asset Management. His diverse background includes extensive experience in international securities analysis, trading, and operations in the equity, fixed income, and foreign currency markets. Mr. DeVita received a BS in Accountancy from Villanova University. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Job Titles:
- Head of Institutional Distribution & Consultants
Job Titles:
- Analyst
- Portfolio Manager
- Founder and Chief Investment Officer of Altrinsic Global Advisors
Mr. Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors with primary focus on the financials sector. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation.
Job Titles:
- Co - Head of Private Equity Australia
Kristian joined MLC Private Equity in June 2021. As Co-Head of MLC Private Equity Australia, Kristian ™s focus is on growing and managing the Australian business, including from a commercial and operational perspective.
Before joining MLC, Kristian worked for Temasek, a Singapore Government-linked global investment firm where he was a Director and Head of the Investment Review team. In his role, he was responsible for leading a team of seven professionals advising Temasek ™s global investment committee and origination teams on commercial, financial, valuation, risk and ESG aspects of investment proposals. He covered a wide range of unlisted assets such as private equity, direct property and infrastructure.
Prior to Temasek, Kristian worked for CBA in Sydney in Group Investment Development, and Macquarie Capital principal investments and M&A. He also has experience working for Deutsche Bank and Merrill Lynch M&A in London and Frankfurt. Kristian has a degree in Economics from the University of Bonn, Germany.
Laura Hotaling joined MLC Asset Management ™s private equity team as a portfolio manager in September 2021.
Ms Hotaling brings 14 years of investment management experience across private as well as listed markets. Her focus at MLC Asset Management is manager coverage for the US and Europe, and origination, execution and management of private equity funds and execution of co-investments.
Most recently Ms Hotaling was the Chief Risk Officer at New York State Teachers ™ Retirement System (NYSTRS) and before that was NYSTRS ™ Manager of Private Equity " International. Earlier in her career Ms Hotaling was Equity Research Analyst with Paradigm Capital Management and Private Equity Associate with LGT Capital Partners, both in New York.
She holds a Bachelor of Science in Economics from The Wharton School, University of Pennsylvania.
Job Titles:
- Co - Head of Private Equity US & EU
Marek joined MLC Private Equity in early 2017 and leads its private equity investment activities across the United States and Europe. He currently represents MLC ™s private equity investments on numerous advisory and corporate boards. Marek has over 20 years of investment and business leadership experience in private equity. He has invested over US$14 billion across 200+ private equity investments globally and served on over 100 advisory and corporate boards.
Prior to joining MLC, Marek spent 13 years at AlpInvest Partners, most recently as Managing Director leading the Primary Fund Investments team across the Americas and a member of its global Investment Committee. Marek received a BS in Business Administration and a MS in Finance, both summa cum laude, from Suffolk University in Boston.
Job Titles:
- Investment Specialist - Multi Asset Investments ( QLD )
Job Titles:
- Investment Specialist - Direct and Alternatives ( WA / SA )
- Investment Specialist - Multi Asset Investments ( WA / SA )
An investment analyst focussed on the capital goods sector, Nicholas has over 13 years of investment experience. Previously working at Artisan Partners in London, Nicholas was a Global Sector Analyst. He also covered European capital goods as an Analyst at Jeffries, London.
Nicholas holds a CFA qualification and an MA in economics from Cambridge University.
Job Titles:
- Investment Specialist - Multi Asset Investments ( VIC )
Rachael joined MLC Private Equity in 2021 with a focus on co-investments and Australian manager relationships, bringing 16 years of investment management and investment banking experience in Australia, Asia, the US and New Zealand. Rachael has broad and deep investment experience, having worked throughout the private equity value chain.
Prior to joining MLC Rachael managed buyout investments at global consumer private equity fund L Catterton where she reviewed and appraised numerous private equity investment opportunities, and worked closely with founders and management teams to scale businesses either organically or via acquisitions, including leading the international expansion of portfolio companies and the establishment of high growth divisions.
She was also an Associate Director at Australian mid-market private equity fund Ironbridge Capital. Rachael is a graduate of the Australian Institute of Company Directors (GAICD) and holds Commerce and Law degrees from the University of Auckland.
Job Titles:
- Associate - Strategic Relationships
Job Titles:
- Analyst
- Portfolio Manager
- Principal
Mr. McCormick is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the financials sector. Prior to joining Altrinsic in 2009, Mr. McCormick was a research analyst at Blackmont Capital Inc. Previously, he was manager of global risk management at Scotia Bank. Mr. McCormick received a BCom from St. Mary ™s University and an MBA from Dalhousie University. He holds the Chartered Financial Analyst designation.
Richard is an investment analyst with over 12 years investment experience and covers global financials sectors. Richard was previously employed at Gladstone Partners in London as an investment analyst with a focus on financial, technology and telecommunication companies (2013-2015). Prior experience includes as an investment banking associate in the Financial Institutions Group at Deutsche Bank, London (2010-2013) and at Ernst and Young, London in the Valuations and Business Modelling Group (2008-2009) and Banking and Capital Markets Assurance Services (2005-2008).
Richard holds a BA in Economics and Mathematics from the University of Sheffield and qualified as a Chartered Accountant with the Institute of Chartered Accountants of Scotland.
Job Titles:
- Chief Operating Officer
- Chief Operating Officer and Is Responsible for All Non
Rupert graduated with an LLB (Hons) from the University of Wales and qualified as a lawyer in 1999, practising in corporate and financial law for several years following qualification. In addition, Rupert holds the Investment Administration Qualification (IAQ) from the Chartered Institute for Securities & Investment.
Rupert joined Intermede Investment Partners in November 2015 as Chief Operating Officer and is responsible for all non-investment aspects of the business. Before joining Intermede, Rupert was COO at Bramshott Capital, a European equity manager, from January 2011 to October 2015. Rupert was at Stanhope Capital for nearly a year and a half (until December 2010) and before that at Dalton Strategic Partnership for over three and half years until September 2009. He joined Dalton from Park Place Financial Strategy, a financial services firm he founded with a partner from his days working as a lawyer, where he was from February 2004 to December 2005.
Simon is responsible for a comprehensive multi-asset class, multi-manager investment risk framework, which is recognised as one of the industry ™s leading investment risk platforms. He joined MLC in February 2012 as Head of Investment Risk and Portfolio Analysis, and is a voting member and alternate chair of the investment committee of MLC ™s private equity program.
Simon has more than 25 years of investment experience in Australia having worked in senior roles for several major domestic and international funds management and consulting firms including Ibbotson Australia (Head of Strategy), BT Investment Management (Head of Quantitative Investment Strategies), Rothschild Asset Management (Head of Quantitative Analysis) and (MSCI) BARRA (Senior Consultant). He has a Master ™s Degree in Applied Mathematics and is a CFA charterholder.
Job Titles:
- National Sales Manager - Multi Asset Investment
Job Titles:
- General Manager, Direct Investments
- General Manger, Direct Investments
Thomas Pedersen is the General Manger, Direct Investments for Insignia Financial Asset Management.
Thomas is responsible for concepting and implementing the Asset Management strategy and developing and nurturing a range of investment partnerships. Since re-joining MLC Asset Management in 2016, Thomas has lead a broad range of strategic initiatives including facilitating the partial MBO of JANA, externalising the MLC Private Equity offering and separating the Asset Management business from NAB. Thomas's prior roles include Project Consultant in Lend Lease Investment Management and various roles in NAB Wealth Finance.
Job Titles:
- Investment Specialist - Multi Asset Investments ( QLD )
Job Titles:
- Investment Specialist - Multi Asset Investments ( NSW )
Job Titles:
- Portfolio Manager
- Portfolio Manager, MLC Private Equity
Zivan has 15 years ™ experience in the Private Equity (PE) industry. He joined the PE division of MLC Asset Management in 2016, and has coverage responsibility for fund investments and co-investments made by MLC in the European region " spanning the UK, Nordics, DACH, Benelux and Continental Europe. His role involves evaluating investments across a range of PE strategies, including leveraged buyouts, growth capital and venture capital.