(B.Ec)

John has been Head of Equities since 2002 and he also has portfolio management responsibilities for 100% of the Perpetual Concentrated Equity Fund, 100% of the Australian Share Fund and more recently 100% of the Ethical SRI Fund.

John joined Perpetual Investments in June 1994 and prior to his current role he worked as an Equities Analyst/Assistant Portfolio Manager (1994) and Senior Portfolio Manager (1995).  John has over 19 years industry experience and prior to joining Perpetual worked for five years with John Fairfax Group as an Analyst/Business Columnist and three years with Potter Warburg Securities as an Institutional Equities Dealer and various positions at the Trade Union Training Authority, Liberal Party of Australia and D&D Tolhurst.

(B.Ec, ASIA)

Matt has been Portfolio Manager since 2002 and manages 50% of Perpetual’s Smaller Companies Fund and 50% of Perpetual’s Industrial Share Fund and researches and recommends stocks.

Matt joined Perpetual Investments in August 1993 and prior to his current role he worked as an Equities Dealer (1993) and an Equities Analyst/Deputy Portfolio Manager (1996).   Matt has over 17 years industry experience and prior to joining Perpetual worked as a Broad Broker on the Australian Option Market and as a Cash/Bills Dealer at Lumley Corporation.

(B.Comm, SIA)

Sean has been a Portfolio Manager/Equities Analyst since 1999 and manages 50% of Perpetual’s Smaller Companies Fund as well as analyst specific sector responsibilities covering Insurance, Small Industries and Retail. 

Sean joined Perpetual Investments in October 1995 and prior to his current role worked as an Equities Dealer (1995) and Equities Analyst (1998).   Sean has over 17 years industry experience and prior to Perpetual held positions at Equitilink Australia, Morgan Grenfell Australia, Butterfield Securities and Citibank Global Asset Management (overseas).

B.Sc, M.Sc, Grad Dip Applied Finance

(BA (Hons), AIIMR)

Charlie has been an Equities Analyst since joining Perpetual in May 1999.  He is responsible for researching and recommending Consumer Discretionary, Consumer Staples, Financials, Industrials, Information Technology, Materials and Telecoms sectors.

Charlie has over 14 years industry experience and prior to joining Perpetual was the Global Communications Analyst at Platinum Asset Management.  Charlie has also held the position of   Associate in the Institutional Banking Division of the Commonwealth Bank of Australia and worked as an Investment Analyst at Schroder Investment Management.

(B. Engineering (Mining) (Hons), MBA)

James has been a Resources Equity Analyst since joining Perpetual Investments in March 2002.  He is responsible for researching and recommending the Energy and Material sectors.

James has over 11 years industry experience and prior to joining Perpetual held positions at WMC Resources, New Hampton Goldfields and National Mine Management.

(B.Com, FIA)

Simon Bridger joined the Australian Equities team as a Portfolio Manager in July 2008; He is responsible for managing 50% of Perpetual's Ethical SRI Fund.

Simon has over twenty years work experience in the Australian financial markets. He started his career with Bain/Deutsche in the equity derivative markets and has worked in senior positions with leading Investment Banks in Australia and abroad. He worked with HSBC from 1990 to 1996 and ABN AMRO to 1998 following which he established a financial services business contracting with HSBC and providing specialised research and broking services to the Institutional Investment market. Since 2005 Simon has been a principal and portfolio manager with a boutique investment management company.

(B.Bus)

Maryanne has been an Equities Analyst since joining Perpetual Investments in February 2003.  She is responsible for researching and recommending the Utilities, Agriculture, Retail, Healthcare, Consumer Staples, Regional Banks, Construction and Transport (and related commercial services) sectors.

Maryanne has over 20 years broad (mainly small to medium) business involvement and prior to joining Perpetual, positions held included CEO & CFO, widespread auditing, strategic review and general consulting experience.  Previous companies include, Apparel Group, Daniel Chen Group, Young Barnsdall & Joyce and Energy Management P/L.

(B.Ec)

Jack has been an Equities Analyst September 2005. He is responsible for researching and recommending a universe of small cap stocks in the industrials sector.

Jack joined Perpetual Investments in 2001 and prior to his current role worked as an Investment Administrator and Equities Dealer.  Jack has over 8 years industry experience and prior to joining Perpetual he worked for three years in London at Salomon Smith Barney and Goldman Sachs Asset Management.

(B.Bus (Banking & Finance)

Jason has been Head Equities Dealer since December 2002 and is responsible for carrying out the dealing instructions of the Portfolio Managers and ensures portfolios are compliant within the investment strategies.

Jason joined Perpetual Investments in August 2000 and prior to his current role worked as an Equities dealer.  Jason has over 10 years industry experience and prior to joining Perpetual worked at UBS Warburg.

B.Comm

Steven has been Equities Dealer since July 2006 and is responsible for equities dealing, dealing reconciliations, compliance reporting and ad hoc duties.

Steven joined Perpetual Investments in April 2003 and prior to his current role worked as a Cash Flow and Liquidity Manager and in Client Administration.  Steven has over 7 years industry experience and prior to joining Perpetual held various positions including a Researcher role at Nestle.

B.Tech (Hon's), Master of Science Aerospace Engineering (M.B.A.)

Vasant is a Senior Portfolio Manager within Perpetual and manages  Perpetual's SHARE-PLUS Long-Short Fund.

Vasant joined Perpetual in June 1994 and has worked across equities and tactical asset allocation. Vasant has over 30 years industry experience and prior to joining Perpetual held positions at Gulf International Bank, Bankers Trust Australia, ANZ McCaughan Securities and Citibank Australia.

(B.Sc (Computing), B. Engineering (Electrical), CFA)

Ganesh has been a Quantitative Portfolio Manager since joining Perpetual Investments in May 2005.  He is responsible for the Quantitative Investments (TE1 & TE2), portfolio construction, quantitative research, infrastructure development and alternate produce development.

Ganesh has over 10 years experience and prior to joining Perpetual held positions at Barra and Thomson Marconi.

(B.Math, SIA)

Helen has been a Quantitative Analyst since November 2002.  She is responsible for the implementation of trades for the Quantitative portfolios as well as the daily monitoring; risk analysis of all PI domestic & international portfolios, quantitative research and development with regard to equities market including portfolio construction research, risk management, review of external quantitative research/models as well as the undertaking of original research and the building of models.

Helen joined Perpetual Investments in July 2000 and prior to her current role worked as a Senior Business Analyst.  Helen has over 20 years industry experience and prior to joining Perpetual held various positions at National Mutual Life, Commonwealth Bank Financial Services and Zurich.

(B.Sc (Hons) Theoretical Physics (1st class) ASFA Dip.)

Eric has been a Quantitative Analyst since August 2005 and is responsible for systems programming, data management, model testing and quantitative research.

Eric has 15 years industry experience and joined Perpetual Investments in May 1997 and prior to his current role he worked as a Business Analyst (1997-2000) and since 2002 as a Project Manager.  Prior to his positions at Perpetual, he worked at Charles Schwab Australia as a Project Manager and held Business Analyst roles at IBM Global Services, Lend Lease and Westpac.

(B.Math & Fin, SIA)

Yen has been a Quantitative Analyst since November 2005.  She is responsible for performance attribution analysis, quantitative research and data management.

Yen joined Perpetual Investments in September 2000 and prior to her current role held various roles within the Research team and Retail Sales team.  Yen has over eight years industry experience, and prior to joining Perpetual held positions at Colonial Group Risk and Commonwealth Bank.

(B.IT)

Miraj has been a Quantitative Analyst since June 2006 and is responsible for managing, maintaining and developing the Quant research database.

Miraj joined Perpetual Investments in April 2004 as part of the Graduate Program and prior to his current role worked as an Analyst/Programmer.  Miraj has over two years industry experience, and prior to joining Perpetual worked at Westpac Banking Corporation.

(Certified Accountant, M.Sc in Investment and Treasury)

Des is joint Chief Investment Officer at PI Investment Management. He was previously a Deputy Chief Investment Officer with Bank of Ireland Asset Management, where he worked since 1994. Prior to joining BIAM, Des worked for Irish Life Assurance Co. as a fund manager, and as Head of Equity Dealing at a major stockbroking company in Ireland.
In his career to date he has managed US and European equity portfolios, as well as domestic and international bond portfolios. At BIAM he was a senior member of the investment strategy group and led the European research team. He is a Certified Accountant, holds a MSc in Investment and Treasury from Dublin City University and is a member of the UK Securities Institute.

(M.Ec. BA First Class Honours in Politics and Economics)

John is joint Chief Investment Officer at PI Investment Management. He was previously a Deputy Chief Investment Officer with Bank of Ireland Asset Management (BIAM), where he worked since 1982. During his time at BIAM he was responsible for global equity portfolios and was a senior member of the investment strategy group. John was also responsible for leading BIAM's North American research team.
His previous experience includes Irish Life Assurance Co., where he managed both Irish and U.S. equity portfolios, and ICC Ltd-Focus where he worked as Lending Officer on small- to mid-sized companies. He graduated from University College Dublin with a BA First Class Honors in Politics & Economics, was awarded a scholarship and subsequently graduated M.A. in Economics.

(Certified Accountant)

Richard is an Equity Manager at PI Investment Management. He previously worked for 19 years with Bank of Ireland Asset Management, where he was made a Director in 1996, and was a member of the investment strategy group. At BIAM he was initially responsible for global fixed income portfolios and foreign currency management, later becoming a senior member of the Pan-European equity team, with a particular focus on UK equities.
Richard began his career in the Central Bank of Ireland, where he was responsible for the management of foreign exchange reserves. He is a Fellow of the Chartered Association of Certified Accountants, a Member of the Institute of Bankers in Ireland and a Member of the UK Securities Institute.

(B.Comm, M.Sc in Investment and Treasury)

John is an Equity Manager at PI Investment Management. He was previously a Senior Equity Manager and an Associate Director with Bank of Ireland Asset Management, where he worked since 1994. He was also a member of the investment strategy group at BIAM.
He began his career at Irish Life Assurance Co., where he worked both in equity research and as a fund manager. In his career to date he has managed US, European and Irish equity portfolios. He graduated from University College Cork with a degree in Business and holds a MSc in Investment and Treasury from Dublin City University. He is a member of the CFA Institute.

(B.Comm, M.Sc in Investment and Treasury)

Sarah is an Equity Manager at PI Investment Management. She previously worked at Bank of Ireland Asset Management from 1996 and was appointed to BIAM's Asset Management team in 1999. On leaving BIAM in January 2005 she was a Senior Equity Manager with particular responsibility for the US equity content of global equity portfolios.
Sarah graduated in 1995 with a B.Comm (International with French) degree from University College Dublin and in 1996 with a Master of Business Studies majoring in banking and finance) degree also from UCD. Sarah is a member of the CFA Institute.

(B.Comm, CFA)

Oliver McClure is an Equity Manager at PI Investment Management. He was previously an Equity Research Analyst with KBC Asset Management, where he has worked since 2001. In his career to date he has researched a number of industry groups, including Financials and Telecoms. He is a CFA Charterholder and holds a First Class Honors degree in Business and Accounting from the University of Edinburgh.

(CFA, B.A. in Mathematics )

John is an equity manager with PI Investment Management, a wholly owned subsidiary of Perpetual Limited of Australia. He was previously an investment analyst at IG International Management where he had worked since 2004.  From 1999-2004 he worked as a performance and risk analyst with Bank of Ireland Asset Management. He graduated BA in Mathematics from Trinity College Dublin, is a CFA charterholder and is Secretary of the Society of Investment Analysts in Ireland.

(B.Sc in Business Studies)

Robert is an equity manager with PI Investment Management, a wholly owned subsidiary of Perpetual Limited of Australia. He was previously a senior investment analyst with KBC Asset Management where he had worked since 2000 as a research analyst and portfolio manager. Prior to joining KBC he was an equity analyst with RCB, which managed €1.5bn on behalf of the Church of Ireland. He graduated B.Sc in Business Studies from Trinity College Dublin and is currently undertaking the CFA qualification.

(B.Ec)

Michael has been Head of Credit since joining Perpetual Investments 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.

Michael has over 24 years industry experience and prior to joining Perpetual worked as the first Head of Credit at Macquarie Funds Management, spending six years developing its credit investment processes and building the business from inception to over $7 billion in funds under management.  Prior to this, he spent seven years as Divisional Director in Corporate Banking and four years as '2IC' to the Head of Macquarie Bank Credit.  Earlier, he had spent five years as a Credit Analyst with Westpac Corporate Banking.

(B.Bus (Acc & Fin), ICAA, SIA, MBA)

Vivek has been Portfolio Manager/Credit Analyst since joining Perpetual Investments in August 2004 and is responsible for credit analysis, portfolio construction and trading.

Vivek has over 15 years industry experience and prior to joining Perpetual worked for eight years at Macquarie Bank as an Analyst, Compliance Manager, Assistant Portfolio Manager (Fixed Interest & Currency) and Credit Analyst.  Prior to that he spent 4 years as an Accountant/Auditor at Coopers & Lybrand (PwC).

(B.Comm (Acc & Fin), ICAA, SIA, AFMA)

Greg has been Portfolio Manager/Credit Analyst since joining Perpetual Investments in August 2004.  He is responsible for running the weekly credit process, researching non-structured issues (e.g. 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.

(B.Comm, F.FIA, M.AppFin)

Kirsten has over 9 years industry experience and has been a member of Perpetual’s Fixed Interest team since 1999 working as a Portfolio Manager and Assistant Portfolio Manager.  Kirsten’s responsibilities include structured credit analysis, portfolio construction and trading.

(Dip. Inst. Fin. Services)

Marion has been Head of Mortgages since August 2004 and is responsible for ensuring that the assets in the various Mortgages Funds are prudently managed by the team and meet the appropriate benchmarks.  Marion is also Chairman of the Credit Committee and a member of the Business Management Team.

Marion joined Perpetual Investments in October 1989 as Manager, Fixed Interest and was responsible for Perpetual’s Cash Management Fund, Mortgages Funds and Bond Fund.  Marion has over 30 years industry experience and prior to joining Perpetual, held positions at QBE Insurance for over 8 years as a Management Trainee and then Manager, Money Market and five years at the NSW Building Society Branch as Assistant Manager.

(GBQ – Curtin University)

Andrew has been Senior Mortgage Manager since February 2005 and is responsible for existing clients, renewals and collections for New South Wales, Queensland and Western Australia as well as managing a team of five.  Andrew is also a member of the Credit Committee.

Andrew joined Perpetual Investments in November 1994 as Mortgage Manager (including 8 years in the Perth office). Andrew has over 19 years industry experience and prior to joining Perpetual, held positions at Beneficial Banking Corporation as Settlements and Securities Officer, Chase AMP Bank as Settlements and Securities Officer and Westpac as Customer Service Officer and Senior Trading Bank Examiner.

(BA, B.Ec, Assoc. Dip Comm, SIA)

Melvin has been Senior Mortgage Manager since January 2005 and is responsible for origination in New South Wales and Queensland.  Melvin is also a member of the Credit Committee and joined Perpetual Investments in October 2002 as Mortgage Manager

Melvin has over 11 years industry experience and prior to joining Perpetual, worked at ING Funds Management in various positions including, Mortgage Administrator, Acceptance Manager and Manager, Mortgage Trusts reporting to the Head of Funds Management/Product Management.

(B.Ec, CFA)

Anthony has been with Perpetual since 1996 (Perpetual Investments since 1998) and has worked as an analyst in Perpetual's Australian shares team for the last 8 years responsible for researching and recommending stocks in the Property Trusts, Health Care, Information Technology, Consumer Discretionary, Industrials and Financials   sectors.

Michael is portfolio manager for Perpetual's Diversified Funds, which include the Balanced Fund, Conservative Growth Fund, Diversified Growth Fund and Split Growth Fund.