|Paul Skamvougeras, Head of Equities, Portfolio Manager – Concentrated Equity, Pure Equity Alpha, BEc, CA|
Years of experience: 19
Paul gained international experience, spending 18 months in London, as well as expertise in investing and trading various asset classes ranging from equities, commodities, currencies and fixed interest.
|Nathan Parkin, Deputy Head of Equities, Portfolio Manager – Australian Share, Ethical SRI, Geared Australian Share, BEc, Grad Dip App Fin|
Years of experience: 20
Nathan rejoined Perpetual in October 2010 as an Analyst, having previously spent six years with Perpetual from 1997 to 2003 in relationship management and business development roles. In July 2011 he took on portfolio management responsibilities.
|Jack Collopy, Portfolio Manager - Smaller Companies, Pure Microcap, Pure Value, Analyst, BEc|
|Years of experience: 15
Years at Perpetual: 13
Jack is the Portfolio Manager of the Smaller Companies, Pure Microcap and Pure Value strategies.
Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010.
Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management.
Jack has a Bachelor of Economics from the University of Sydney.
|Vince Pezzullo, Portfolio Manager - Industrial Share (70%), Direct Equity Alpha, Listed Investment Companies, Analyst, BCom|
|Years of experience: 20
Years at Perpetual: 7
Vince is the Portfolio Manager for 70% of the Industrial Share strategy, the Direct Equity Alpha strategy and the Listed Investment Companies strategy.
Vince joined Perpetual Investments in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.
Prior to joining Perpetual, Vince was as a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.
Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutsche). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.
|Anthony Aboud, Portfolio Manager - SHARE-PLUS Long-Short, Analyst, BEc, CFA|
|Years of experience: 15
Years at Perpetual: 2
Anthony is the Portfolio Manager of the SHARE-PLUS Long-Short Fund.
Anthony has 13 years experience outside of Perpetual, most recently at Ellerston Capital where for two years he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund. Prior to this role, he spent 3 years as an analyst working on a long/short strategy. Prior to joining Ellerston Capital, Anthony worked as an Analyst at UBS Investment Bank for 8 years.
Anthony has a Bachelor of Economics from the University of Sydney and has earned the right to use the Chartered Financial Analyst designation.
|Anthony Cay, Portfolio Manager - The Trust Company Income, Industrial Share (30%), Analyst, BEc, CFA|
|Years of experience: 18
Years at Perpetual: 8
Anthony is the Portfolio Manager of The Trust Company Income strategy and 30% of the Industrial Share strategy.
Anthony joined Perpetual in December 1996 as a Trust Officer in the Private Clients business.
From 2003 to 2006, Anthony worked as a Quantitative Analyst, running the Passive Property Fund, until it became an active strategy. In 2006, Anthony transferred into the Equities team as an Analyst, where he covered property trusts, and the healthcare, information technology, consumer discretionary, industrials and financials sectors. In 2008, Anthony became dedicated solely to property responsibilities.
Anthony has a Bachelor of Economics from Macquarie University and is a CFA Charterholder.
|Nathan Hughes, Deputy Portfolio Manager/ Analyst, BCom, CFA|
Years of experience: 11
Nathan is the Deputy Portfolio Manager for the Smaller Companies Fund as well as an analyst covering small cap stocks. Nathan was promoted to Deputy in May 2015 after spending 18 months as an Equities Analyst. Prior to this, Nathan spent almost two years as an Equities Dealer. Nathan's appointment to the dealing desk came after successfully completing Perpetual's Investment Analyst Program, a selective internal program initiated to identify investment talent within the business. Prior to that, he worked as a Research Analyst in the Analytics & Research team.
Nathan joined Perpetual in September 2010. Prior to working at Perpetual, Nathan spent 6 years in a Chartered Accountancy firm where he was responsible for the affairs of a diverse range of clients, including regular taxation compliance, financial reporting, Self-Managed Superannuation Fund audits and business advisory services.
Nathan holds a Bachelor of Commerce from the University of Wollongong and has earned the right to use the Chartered Financial Analyst designation.
|Maryanne Drewe, Equities Analyst, BBus|
Years of experience: 30 (11+ years in investment industry and 19 years in corporate life)
Maryanne joined Perpetual Investments in February 2003 as an Analyst, bringing a wealth of experience from almost 20 years in a variety of corporate roles. This background has provided Maryanne with unique insight when analysing companies in her current role.
Maryanne’s corporate experience in mainly small to medium businesses included positions such as Chief Executive Officer and Chief Financial Officer, involving functions across auditing, accounting, strategy, management and general consulting. Among the companies that she worked at were Daniel Chen Group, Young Barnsdall & Joye which spanned retail fashion, manufacturing and accounting services industries.
Maryanne has a Bachelor of Business from the University of Technology, Sydney.
|Alex Hurrell, Analyst, BBus CFA|
Years of experience: 9
Alex is as an Equities analyst, covering stocks across a range of sectors including small cap industrials, financials and insurance.
Alex joined Perpetual in March 2006, and before being appointed an analyst in September 2011, he held the role of Equities Dealer for almost two years. Prior to joining the Equities team, he held a number of back and middle office roles.
Alex holds a Bachelor of Business (Majoring in Finance) from The University of Technology, Sydney and has earned the right to use the Chartered Financial Analyst designation.
|Joshua Hain, Analyst, LLB(Hons), BCom|
|Years of experience: 7
Years at Perpetual: 5
Joshua Hain is an Analyst, covering a broad range of both industrial and resource companies. Joshua moved from the role of Research Associate in the Investment Research and Institutional Business team which he had held for 18 months.
Joshua joined Perpetual in June 2009 and relocated from Melbourne to Sydney in December 2010 to join the broader Equities team. Prior to working at Perpetual, Joshua spent 18 months at Macquarie Group as an Equities Sales Trader on the Institutional Sales desk in Melbourne where he was responsible for the day to day execution of trades on behalf of various Australian fund managers.
|Nick Corkill, Equities Analyst, BCom, BA|
Years of experience: 6
Nick is an analyst covering small and mid cap industrial stocks mainly focusing on media, gaming and dairy companies in Australia and New Zealand. He began his career at Perpetual in 2010 in the distribution team before taking up a role on the dealing desk in October 2011 where he worked as a Dealer until being promoted to an analyst role in July 2014.
Prior to joining Perpetual Nick spent 2 years working as an oil trader based in Melbourne.
Nick holds a Bachelor of Commerce from University of Lincoln and a Bachelor of Arts from Canterbury University.
|Carly Turner, Analyst: BBus, CFA|
Years of experience: 9
Carly Turner is an Equity Analyst covering smaller companies and micro caps. She moved to this role in January 2015 after spending a year as a Portfolio Manager’s Assistant.
Carly joined Perpetual in 2012 as a Performance Analyst in the Distribution team.
Prior to that Carly spent 6 years working in London, in an Operational capacity at UBS Investment Bank, and as a Performance Analyst at Mondrian Investment Partners.
Carly holds a Bachelor of Business Science (Finance Honours) from the University of Cape Town and is a CFA Charterholder.
|Richard Morris, Head of Responsible Investments, BEc|
Years of experience: 22
Richard manages Perpetual Investment's responsible investment (RI) framework. Richard facilitates the consideration of environmental, social and governance (ESG) factors in investment team research, decision-making and ownership practices, and is the custodian of RI/ESG investment screens on relevant products. Richard continues to ensure that Perpetual works to meet its commitments as a signatory to the United Nations Principles of Responsible Investment (UNPRI).
Richard joined Perpetual in August 2012, following 19 years experience in investment markets, research and consulting. This included 12 years at Constellation Capital Management, an Australian equities boutique manager. Initially covering dealing, client management and back office tasks, Richard's final role at Constellation was as a Senior Portfolio Manager, which included portfolio management and stock research. Earlier roles included fund manager research at ASSIRT and investment consulting and superannuation administration at Mercer.
Richard has a Bachelor of Economics from Macquarie University, a Graduate Diploma of Applied Finance from FINSIA (FINSIA Fellow) and a Diploma of Superannuation Management from ASFA.
|Garry Laurence, Global Equities Portfolio Manager, BCom, LLB|
|Years of experience: 11
Years at Perpetual: 6
Garry joined Perpetual in March 2008 as an Analyst and has covered a broad range of sectors. He now holds the title of Global Equities Portfolio Manager for Perpetual Investments and has been managing the Global Share Fund, since its inception, in January 2011. Prior to this, Garry was co-portfolio manager of an Asian fund from 2009-2011.
Prior to joining Perpetual, Garry had three years with PM Capital as an Analyst covering the financial sector for global and Australian strategies and one year with Commonwealth Securities as an Analyst. While studying, Garry gained experience at Morgan Stanley and Meridian Equities as an Analyst. During this time he covered a broad range of sectors across large and small cap companies, including food and beverage, construction and resources.
Garry has a Bachelor of Commerce and a Bachelor of Laws from the University of New South Wales.
Learn more about Garry
|Andrew Blakely, Analyst, BSc Geology (Hons), MSc Petroleum Geology|
Years of experience: 21 (11 years in investment industry and 10 years in resources industry)
Andrew joined Perpetual in September 2008 as an Analyst focused on the global energy sector, specifically covering oil and gas, and service companies from around the world.
Prior to joining Perpetual, Andrew was the Senior Energy Analyst at Macquarie Securities (2004-2008) and the Senior Energy Analyst at JP Morgan (2002 -2004), after relocating from the UK.
Before becoming an equity analyst in Australia, Andrew worked in a variety of energy industry roles from 1991 to 2000. In his most recent role, Andrew spent five years with Global Energy Consultants, Wood Mackenzie (based in Edinburgh), focused on Latin America and West Africa. Andrew has a Bachelor of Science Geology (Honours) from Queen’s University Belfast and a Masters of Science in Petroleum Geology from University College Dublin.
|Rosemary Tan, Analyst, BCom (Hons), MCom|
Years of experience: 8.5
Rosemary is as an Analyst for the Global Equities strategy. Her primary focus is on Global Healthcare and Consumer companies.
Prior to joining Perpetual in January 2010, Rosemary spent 2 years at Platinum Asset Management, where she held the position of Analyst for the Platinum Asia Fund covering stocks across China and Hong Kong. Prior to this, Rosemary was an analyst at MMC Asset Management analysing small and mid-cap companies. She also held roles at the Reserve Bank of Australia and the Australian Prudential Regulation Authority (APRA).
Rosemary holds a Masters of Commerce (Actuarial studies) from University of New South Wales and a Bachelor of Commerce (First Class Honours) in Accounting and Finance from University of Western Australia.
|Andrew Plummer, Global Equities Analyst | Perpetual Investments - Equities|
Years of experience: 8
Andrew is an Analyst covering mainly global financial and industrial shares for the Global Equities strategy. Andrew joined Perpetual in August 2014.
Prior to joining Perpetual Andrew spent 8 years at Five Oceans Asset Management covering financials, industrial services and technology. He has also held roles as a management accountant with Zurich Financial Services and Thomson Reuters.
Andrew has a Bachelor of Commerce (Honours) from the University of Auckland.
|Thomas Rice, Global Equities Analyst | Perpetual Investments - Equities|
Years of experience: 11
Thomas joined Perpetual Investments in June 2014 as an Analyst for the Global equities strategy. His primary focus is on global technology stocks.
Prior to joining Perpetual, Thomas spent 11 1/2 years at PM Capital, where he was most recently Portfolio Manager of the PM Capital Australian Opportunities Fund. Prior to this role he was an analyst covering the internet, retail, and healthcare sectors both domestically and globally.
Thomas holds a Bachelor of Commerce (First Class Honours) and a Bachelor of Economics from Monash University.
|Michael O’Dea, Head of Diversified Strategies|
Years of experience: 15
Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom. Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.
Learn more about Michael
|Darren Beesley, Portfolio Manager (B.Com, FIAA)|
Years of experience: 10
Darren is a fully qualified actuary specialising in Investments (Fellow of the Institute of Actuaries Australia) and has a Bachelor of Commerce degree from UNSW majoring in Actuarial Studies and Finance.
Learn more about Darren
|Glen Foster, Portfolio Manager (B.Comm, MAppFin, FSIA)|
|Years of experience: 10
Years at Perpetual: 4
Glen is responsible for investment strategy and tactical asset allocation for Perpetual’s multi-asset class products and assists the Head of Diversified Strategies in the day-to-day running of the funds. He is also involved in the research and implementation of smart beta strategies and has portfolio management responsibility for the Economic Diversification Global Equity product. Prior to this role he was a Quantitative Analyst for Perpetual’s Quantitative Investments group involved in research and implementation of quantitative models, signal research, systems development, portfolio construction and optimisation for long only and long short equity products.
Previously, Glen has held quantitative analyst roles at AMP Capital Investors and Watson Wyatt Investment Consulting in the areas of investment strategy, tactical asset allocation, portfolio construction and risk analysis. Glen has a Bachelor of Commerce degree from University of Newcastle. He is also a Fellow of the Financial Services Institute of Australasia and holds a Master of Applied Finance.
Learn more about Glen
|Credit and Fixed Income Portfolios|
|Michael Korber, Head of Credit and Fixed Income, B.Ec|
Michael is Head of Credit and Fixed Income and is responsible for the ongoing strategic review and development of process, reviewing the weekly credit process and reviewing the analysis of all new credit securities. Michael joined Perpetual in August 2004.
|Vivek Prabhu, Deputy Head of Credit and Fixed Income B.Bus, FCA, F.Fin, MBA, GAICD|
Vivek (B.Bus, FCA, F.Fin, MBA, AAICD) is a Senior Portfolio Manager - Strategy & Risk in the Fixed Income and Credit team, joining Perpetual in 2004. He has over 20 years of experience spanning accounting, finance, investments, governance and risk management. He has managed multi-billion dollar fixed income, credit and currency portfolios and his role involves credit analysis, trade execution and portfolio construction.
Previously, he spent nearly 8 years at Macquarie Bank in roles including Assistant Portfolio Manager (Credit, Global Fixed Interest and FX), Credit Analyst, Compliance Manager (Funds Management Group) and Operational Risk Analyst (Internal Audit). Prior to this, Vivek spent almost 4 years at Coopers & Lybrand (PwC) as an accountant / auditor.
He's aimed to give back to the communities, organisations and people with whom he's connected. Vivek joined the Board of The Deaf Society of NSW in 2011 and currently serves as Director and Treasurer. He joined Perpetual's Diversity Council in 2012, chaired by Perpetual's CEO. Since 2010, Vivek has regularly mentored university students, colleagues & finance industry professionals, leading the Fixed Income stream for Perpetual's Investment Analyst Program.
He was awarded the 2011 Financial Services Institute of Australasia (FINSIA) Hugh DT Williamson Performance Scholarship, an award recognising professional accomplishment, social responsibility and leadership. In 2011, he was also awarded a not for profit directors scholarship from the Australian Scholarship Foundation.
Learn more about Vivek
|Greg Stock, Senior Portfolio Manager, B.Comm (Acc & Fin), ICAA, SIA, AFMA|
|Greg has been Portfolio Manager/Credit Analyst since joining Perpetual in August 2004. He is responsible for running the weekly credit process, researching non-structured issues (eg corporates, banks, infrastructure) and trades fixed rate securities.
Greg has over 14 years industry experience and prior to joining Perpetual worked at Macquarie Bank in financial operations, debt markets research and fixed income investment management. Prior to that he worked as an accountant at PriceWaterhouseCoopers.
Learn more about Greg
|Thomas Choi, Portfolio Manager / Analyst|
Thomas has been a Portfolio Manager /Analyst since joining the Fixed Income Team in May 2010. He focuses on the cash dealing and management of liquidity within portfolios.
Prior to this, his most recent role was within Perpetual's Research and Analytics Team. In this role Thomas was dedicated to supporting the Fixed Income & Credit Team with provision of Investment Analytics such as attribution and portfolio analysis, and the active asset allocation process for Perpetual's Balanced Funds.
Thomas has approximately 12 years' of industry experience. He comes from an investment management background having previously worked in a number of roles including Investment Analyst at Prodigal and Dealer at CMC Markets.
Thomas has a Bachelor of Economics from Sydney University and is a Certified Financial Analyst.
|Anne Moal, Senior High Yield Analyst|
Anne is an experienced credit markets specialist, having worked for 18 years in credit and fixed income markets in analytical, research and origination roles. Anne is a Credit Analyst at Perpetual with a focus on higher yielding income opportunities.
Before joining Perpetual in 2014, Anne worked for 10 years at Deutsche Bank, Global Markets where she held various roles including origination and underwriting of sub-investment grade debt, Head of the Distressed Product Group, Australia and Head of Credit Research.
She has also held roles with major institutions in London including Deutsche Bank, Bankers Trust International, Banque Nationale De Paris and Credit Lyonnais.
Anne is a Graduate of the Australian Institute of Company Directors and holds a Master in Management from Rouen Business School (France) majoring in Finance.
|JP Bae, Market Analyst / Dealer|
JP started at Perpetual in July 2010 as a Senior Research Analyst, before joining the Credit & Fixed team as a Market Analyst/Dealer. JP is currently responsible for relative value analysis, short-end trades and primary dealing.
JP previously worked as an Investment Manager at Zurich Investment Management responsible for overseeing Zurich's balance sheet assets and sub-advised portfolios. Prior to this, JP held various investment roles at MLC including an Investment Analyst.
JP holds a Bachelor of Arts with Honours in Business and Management and completed a Master of Applied Finance at Macquarie University.
|Melvin Seeto, Portfolio Manager, BA, B.Ec, Assoc. Dip Comm, SIA|
Melvin has over 15 years industry experience and in his current role as a Portfolio Manager, he is responsible for origination and portfolio management of a selection of our wholesale and institutional pooled mortgage funds as well as an institutional mandate.
Melvin joined Perpetual in 2002 as a Mortgage Manager responsible for New South Wales, Victoria and Queensland. Prior to joining Perpetual, he held various positions at ING Funds Management.
Melvin has a Bachelor of Arts, a Bachelor of Economics, a Masters in Property Development and is a member of the Credit Committee and a member of the Monthly Mortgage Risk Review Group.
|Kyle Lidbury, Head of Investment Research|
Years of experience: 17
Kyle joined Perpetual Private in July 2014 and is responsible for the investment research capability, leading a team of highly experienced researchers. Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.
Prior to joining Perpetual, Kyle managed research house relationships for NAB Wealth, covering all MLC and nabInvest boutique fund managers. Prior to that, Kyle was Research Manager with ThreeSixty, MLC's adviser services division, covering direct equities, alternatives and structured products, with responsibilities for Approved Product Lists, model portfolios of both direct equities and managed funds as well as management of the direct equities research team.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation and is a Certified Practising Accountant.
|Theo Sofios Deputy Head Of Investment Research & Portfolio Manager|
|Years of experience: 16
Years at Perpetual: 11.5
Theo joined Perpetual in June 2003 and is responsible for the external manager investment process, including manager research and selection, portfolio construction and sourcing new opportunities across various asset classes.
Prior to joining Perpetual, Theo was a Portfolio Manager for Optimix Investment Management, ING’s multi-manager group. At Optimix he was responsible for Australian Equity manager research and selection, portfolio construction and tactical asset allocation. Theo holds a Bachelor of Business from the University of Technology Sydney and a Masters in Applied Finance from Macquarie University.
|Robert Graham-Smith, (B.Com, CA) Investment strategist - Portfolio Plus|
|Years of experience: 21
Years at Perpetual: 2
Robert joined Perpetual in December 2012 and is the lead analyst on the absolute return portfolios. He also works on the strong private debt research pipeline. We rank private debt as one of our top investment opportunities at present and have been allocating a material amount of research time to this segment.
Robert joins us with 20 years’ experience in financial markets, predominately working in alternative investments and portfolio management for some of the world’s leading financial institutions including Deutsche Bank, ING Barings, KPMG and most recently as Head of Alternative Investments and Portfolio Manager for Select Asset Management. Robert is a Chartered Accountant and has a Bachelor of Commerce from the University of Western Australia.
|Eu Joe Chan, (B.COM, M.COM, CPA, CFA) Senior Research Analyst - Direct Fixed Interest|
Years of experience: 12
Eu Joe joined Perpetual in June 2011 and has over ten years of investment experience and joins Perpetual from van Eyk Research. At van Eyk, he was the leading Analyst for all Fixed Interest and Global Listed Infrastructure reviews and was also directly responsibility for the Blueprint Diversified Income Fund. Prior to van Eyk, Eu Joe was a Senior Analyst at Deloitte Corporate Finance with a focus on IT related corporate transactions. Eu Joe was also a credit analyst at Grange Securities (later acquired by Lehman Brothers) and specialised in direct Hybrid/Credit and Securitisation research. He is well qualified with a double degree in a Bachelor of Commerce and a Bachelor of Engineering (University of Sydney). Eu Joe has also completed a number of post graduate qualifications including a Masters of Commerce, a Graduate Diploma in Applied Finance and Investments, a CPA and a CFA program. Eu Joe is currently a CFA Charterholder.
|Daniel Park, Senior Analyst (B.Com, CFA)|
Years of experience: 12
Daniel Park joined Perpetual in September 2010 and is a Senior Analyst in the Multi-manager team. Daniel is the lead on our fixed income, credit and infrastructure portfolios and is also involved in manager research and selection, portfolio construction and researching new opportunities across various asset classes.
Prior to joining Perpetual, Daniel spent 5 years first as a senior analyst then as the Investment Director for FuturePlus Financial Services where he was responsible for advising on manager selection, portfolio construction and asset allocation to the Energy Industry super fund. Prior roles include Senior Investment Analyst at Auscoal super and Maritime super and for several years as an analyst in the securitisation sector with Moodys and AMP.
Daniel received a Bachelor of Commerce from the University of New South Wales in 2002. He is also a CFA Charterholder and member of the CFA society of Sydney. He is currently undertaking the last subject for a Master of Applied Finance degree with Macquarie University.
This presentation was prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide advice to particular investors, or take into account an individual's objectives, financial situation or needs. The views expressed in the presentation are the opinions at the time of recording and do not constitute a recommendation to act. The information is believed to be accurate at the time of compilation and is provided in good faith. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. You should consider the relevant PDS, issued by PIML, before deciding whether to invest in a Perpetual fund. A PDS can be obtained by calling 1800 022 033 or visiting our website.