|Australian equity portfolios|
|Matt Williams Head of Equities/Senior Portfolio Manager, BEc|
Years of experience: 21
Matt is the Portfolio Manager for the Australian Share strategy, the Pure Value Share strategy and the Global Resources strategy. In the past he has managed the Smaller Companies strategy and 50% of the Industrial Share strategy.
Learn more about Matt
|Paul Skamvougeras Portfolio Manager, BEc, CA|
Years of experience: 18
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.
Learn more about Paul
|Jack Collopy Portfolio Manager / Analyst, BEc|
|Years of experience: 12
Years at Perpetual: 10
Jack is the Portfolio Manager of the Smaller Companies and Microcap strategy and an Analyst covering small cap industrial companies across a range of sectors.
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.
Learn more about Jack
|Nathan Parkin Portfolio Manager, BEc, Grad Dip App Fin|
|Years of experience: 18
Years at Perpetual: 6 (in 2 separate periods)
Nathan is the Portfolio Manager for the Ethical SRI strategy, Sustainable Share strategy and 50% of the Industrial Share strategy.
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.
Nathan has 11 years experience outside of Perpetual, which most recently included a seven-year period with 452 Capital from 2003 to 2010. At 452 Capital he began as a Dealer and later, moved into an Analyst role where he covered industrials, financials and small caps over the next five years. Nathan’s career in financial markets began in 1994 at the Australian Stock Exchange, where he was an Index Analyst.
Nathan has a Bachelor of Economics from Macquarie University, a Graduate Diploma of Applied Finance from FINSIA and is a Fellow of FINSIA.
Learn more about Nathan
|Vince Pezzullo Portfolio Manager / Senior Analyst, BCom|
|Years of experience: 19
Years at Perpetual: 7
Vince is the Portfolio Manager for 50% of the Industrial Share strategy and Senior Analyst covering mainly large cap industrial companies, in particular banks, property trusts and telecommunications.
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.
Learn more about Vince
|Maryanne Drewe Analyst, BBus|
Years of experience: 28 (9 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.
|Garry Laurence 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 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 joined Perpetual in January 2010 as an Analyst with responsibilities for Australian healthcare, Media, mid tier telecommunication companies, small cap industrial companies, and worked with Garry Laurence covering Asian stocks.
Prior to joining Perpetual, Rosemary worked at Platinum Asset Management for close to 3 years, where she covered Chinese and Hong Kong stocks for the Platinum Asia Fund. During this time, she covered a broad range of sectors across large and small caps including, food and beverage, industrials, software and online companies. Rosemary also previously held roles at MMC Asset Management, Reserve Bank of Australia and APRA.
Rosemary has a Bachelor of Commerce (Honours) from University of Western Australia, a Masters of Commerce (Actuarial Studies) from UNSW and has earned the right to use the Chartered Financial Analyst designation.
|Andrew Plummer Global Equities Analyst | Perpetual Investments - Equities|
Years of experience: 8
Andrew is an Analyst covering mainly global financials and industrials for the Global Share Fund. 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 to work with Garry Laurence on the Global Value strategy. Thomas's 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.
|Anthony Aboud Analyst BEc, CFA|
|Years of experience: 16
Years at Perpetual: 2
Anthony joined Perpetual Investments in February 2012 to work with Paul Skamvougeras on the SHARE-PLUS Long-Short strategy and the Pure Equity Alpha strategy.
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.
|Alex Hurrell Analyst, BBus CFA|
|Years of experience: 5.5
Years at Perpetual: 5.5
Alex is as an Analyst, covering mainly small cap industrial companies across a range of sectors. He works closely with Jack Collopy, Portfolio Manager of the Smaller Companies strategy.
Alex joined Perpetual in March 2006, and before being appointed an analyst in September 2011, he held the role of Dealing Administrator in the Equities team 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: 6
Years at Perpetual: 5
Joshua is an Analyst, covering small and mid cap industrial and resource companies. He moved from the role of Research Associate in the Investment Research and Institutional Business team which he had held for 18 months. Joshua's appointment into the Asset Management team came after successfully completing Perpetual's Investment Analyst Program, a selective internal program initiated to identify investment talent within the business.
|Andrew Corbett Analyst, BEng Mining (Hons), MBA|
Years of experience: 19 (3 years in investment industry and 16 years in resources industry)
Between 2001 and 2008 Andrew worked for Orica Mining Services in a range of business management and product management roles. This involved extensive global experience, covering markets in Australasia, China, Philippines, India, Europe, the Middle East and Africa.
|Nick Corkill Analyst, BCom, BA|
Years of experience: 6
Nick is an analyst covering small and mid cap industrial stocks focusing on media, gaming and agricultural 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.
|International Equities (As managed by Wellington Management Company LLP)|
|John (Jack) R. Ryan Equity Portfolio Manager, CFA, MBA|
Years of experience: 36
Prior to joining Wellington Management in 1981, Jack held a variety of financial management and administrative positions at Kollmorgen Corporation, a manufacturer of electro-optical equipment (1974 - 1979). He was also employed in the financial management program at General Electric (1971 - 1972).
Jack received his MBA from the University of Virginia (Darden, 1981) and his BS in economics, with honours, from Lehigh University (1971). He has also earned the right to use the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.
|Ian R. Link Equity Portfolio Manager/Analyst, CFA, MBA|
Years of experience: 22
Prior to joining Wellington Management in 2006, Ian worked for Deutsche Asset Management in New York where he was the lead portfolio manager for various technology sector funds and manager of a team of globally-based technology analysts (2004 - 2006). Prior to that, Ian worked at Franklin/Templeton as an equity analyst and portfolio manager where he began his career as an equity analyst covering a variety of industries, including media, telecom services, pollution control, utilities, gaming, and lodging (1989 - 2003).
Ian received his MBA from the University of California, Berkeley (1997) and his BA in economics from the University of California, Davis (1989). He has also earned the right to use the Chartered Financial Analyst designation.
|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 Australian 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.
|Cash and fixed income portfolios|
|Michael Korber Head of Credit, B.Ec|
Michael has been Head of Credit since joining Perpetual in August 2004. He 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.
|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
|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.