Asset Management Team

Years of experience: 22
Years at Perpetual: 15 (split in 2 periods)

Paul is the Head of Equities and the Portfolio Manager for the Concentrated Equity and Pure Equity Alpha strategies.

Paul rejoined Perpetual Investments in February 2010 as a Portfolio Manager, having previously spent seven years with Perpetual. He began his career with Perpetual in 1994 in a back office role, moving into a dealing role after three years, working his way up to the Head Dealer role.

Between stints at Perpetual, Paul spent seven years working at CPH/Ellerston Capital, where he had portfolio management responsibilities for an Australian long/short strategy for the first four years and a global long/short strategy for the last three years. Paul also recruited and managed two analysts within his team.

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.

Paul has a Bachelor of Economics from Macquarie University and is a Member of the Institute of Chartered Accountants.

Years of experience: 23
Years at Perpetual: 10

Vince is the Deputy Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Direct Equity Alpha and the Perpetual Equity Investment Company (ASX:PIC).

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 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.

Vince has a Bachelor of Commerce with a major in Economics and Finance.

Years of experience: 18
Years at Perpetual: 16

Jack is the Portfolio Manager - Ethical Shares, Pure Microcap, Pure Value, Smaller Companies (50%) and an Analyst.

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.

Years of experience: 19
Years at Perpetual: 6

Anthony is the Portfolio Manager - Industrial Shares (50%), SHARE-PLUS Long-Short and an Analyst.

Anthony has been with Perpetual for 6 years. Prior to joining Perpetual, he worked at Ellerston Capital for two years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund. Before that, 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.

Years of experience: 21 
Years at Perpetual: 21 

Anthony is the Portfolio Manager of the Income Share strategy and 50% of the Industrial Share strategy.

Anthony first joined Perpetual in December 1996 as a Trust Officer in the Perpetual Private division. From 1998 to 2003, he then worked as a Quantitative Analyst, running Perpetual’s indexed REIT funds. In 2003, Anthony transferred into the Equities team as an Analyst, where he covered small caps, REITs and retailers.

In 2006 Anthony was promoted to co-fund manager of Perpetual Investments' REIT (Property Securities and Property Income) funds. He became the sole portfolio manager for these funds from 2008 until their termination in May 2013. Anthony returned to covering multiple sectors in the Australian share market before taking on portfolio management responsibility for the Income Share strategy in August 2014 and co-portfolio management responsibility for the Industrial Share strategy in March 2015.

Anthony has a Bachelor of Economics from Macquarie University and is a CFA Charter holder.

Years of experience: 14
Years at Perpetual: 8

Nathan is the Portfolio Manager - Smaller Companies (50%) 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.

Years of experience: 34 (12+ years in investment industry and 20 years in corporate life)
Years at Perpetual: 15

Maryanne is the Deputy Portfolio Manager - Ethical Shares and an Analyst, covering mainly large and small cap companies in the industrials, consumer staples, and consumer discretionary sectors.

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.

Years of experience: 12
Years at Perpetual: 12

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.

Years of experience: 10
Years at Perpetual: 8

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'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.

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.

Joshua holds a Bachelor of Laws (Honours)/Bachelor of Commerce from The University of Melbourne.

Years of experience: 12
Years at Perpetual: 5

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.

Years of experience: 5
Years at Perpetual: 3

Alex Patten is an Equities Analyst covering smaller companies and micro caps.

Alex joined Perpetual Investments in August 2015, having previously worked in the Corporate Finance team.

Prior to this, he completed the Graduate program, working in several management and financial accounting roles within the Perpetual Finance team.

Alex has a Bachelor of Accounting from the University of Technology, Sydney and is a Member of the Institute of Chartered Accountants.

Years of experience: 14
Years at Perpetual: 2

Tariq Chotani is an Equities Analyst at Perpetual Investments. In this role, he is responsible for a number of stocks across a range of sectors including financials, insurance and industrials.

Tariq joined Perpetual Investments in June 2015 with 12 years of industry experience. Prior to joining Perpetual, Tariq was the Credit Strategist for the Commonwealth Bank of Australia (CBA) within the Fixed Income Strategy team. In this role, Tariq held responsibility for credit coverage of financials, SSA, covered bonds and select corporate credits.

Before joining CBA, Tariq was an Investment Analyst at Ellerston Capital for four years, covering global and Asian stocks and an Investment Analyst at Qatar Insurance Company for three years.

Tariq has a Bachelor of Commerce and Master in Management Studies from Mumbai University and is a Certified Financial Analyst.

Years of experience: Years of experience: 12 (3 years in investment industry and 9 years in pharmacy industry)
Years at Perpetual: 2

Michael joined Perpetual Investments in June 2015 as an Analyst covering the healthcare and broader industrials sector.

Michael has 10 years experience outside of Perpetual, most recently at Taylor Collison where for 18 months he was a healthcare and emerging companies Analyst. Prior to this role, he spent 9 years as a qualified pharmacist across community, hospital and contractual settings.

Michael has a Bachelor of Pharmacy from the University of South Australia and a Masters of Finance and Business Economics from the University of Adelaide.

Years of experience: 12
Years at Perpetual: 1

James Rutledge is an Equities Analyst covering building materials, steel and paper and packaging.

James joined Perpetual Investments in May 2017, having previously been at Morgan Stanley for over 7 years. Prior to leaving Morgan Stanley, he was an Executive Director covering Building Materials and Steel sectors. Prior to lead coverage, James was part of the  Healthcare team for around 3 years at Morgan Stanley.

James holds a Bachelor of Applied Finance, Bachelor of Economics from the Macquarie University. James is a CFA® charterholder.

Years of experience: 18
Years at Perpetual: 1

Nicholas Vidale is an Equities Analyst covering banks, financial services and gaming.

Nicholas joined Perpetual Investments in May 2017, having previously been at GLG Partners (Hong Kong) for 4 years, where he was a Portfolio manager and analyst for the Asian Financials and Property Long/Short Equity Portfolio.

Prior to GLG Partners, Nicholas’ career included time as an Analyst and Portfolio Manager within the Deutsche Asset Management Australian Equities team, Analyst and Portfolio Manager for Arnott Capital’s Asia-ex Japan Long/Short Equity Strategy, and also CLSA (Hong Kong) doing Regional Equity Sales.

 

Nicholas holds a Bachelor of Commerce (Actuarial Studies) and Bachelor of Applied Finance from Macquarie University, and has earned the right to use the Chartered Financial Analyst designation.

Years of experience: 25
Years at Perpetual: 5

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.

Years of experience: 6
Years at Perpetual: 5

Sean Roger is an equities analyst at Perpetual Investments. In this role, he is responsible for covering a number of stocks in the gaming and agricultural sectors.

Sean joined Perpetual in February 2013 as a Graduate Accountant. He joined the Investments team in August 2014 as an Equities Dealer and was appointed an analyst in January 2016.

Sean has a Bachelor of Accounting from the University of Technology, Sydney and has completed the Chartered Accountants program. 

Years of experience: 15

Years at Perpetual: 0

Rebecca O'Dwyer is an Equities Analyst at Perpetual Investments. In this role, she is responsible for the Global Resources sector.

Rebecca joined Perpetual Investments in May 2018, after spending 8 years at Colonial First State Global Asset Management within their Global Resources Fund as a Senior Investment Analyst. Prior to this, she worked in the UK as a sell-side Equities Analyst for Investec Bank and Morgan Stanley.

Rebecca has a Bachelor of Engineering (Mining) from the University of Queensland and a Master of Business Administration from the University of Oxford. She is also a CFA charterholder.

Years of experience: 15
Years at Perpetual: 10

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.

Years of experience: 25
(11 years in investment industry and 10 years in resources industry)
Years at Perpetual: 9

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.

Years of experience: 13
Years at Perpetual: 8

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.

Years of experience: 11
Years at Perpetual: 3

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.

Years of experience: 15
Years at Perpetual: 4

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.

Years of experience: 12
Years at Perpetual: 2

Abbey Cook is a Global Equities Analyst at Perpetual Investments. In this role, she is responsible for covering global retail, media and staples companies.

Abbey joined Perpetual Investments in December 2015, having previously worked as a US-based consultant for Perpetual’s Global Equities strategy since September 2014.

Prior to this, she spent 4 years at Wavestone Capital as a Senior analyst, covering retail, media and gaming companies. Abbey’s first investor role was at VGI Partners where she covered global stocks as a generalist analyst, with a focus on retail, media and gaming. Abbey started her career in finance as a research analyst working at JP Morgan covering Emerging Companies.  

Abbey holds a Master of Commerce (Economics) from the University of Sydney. She also holds a Bachelor of Commerce/Bachelor of Liberal Studies from the University of Sydney.

Years of experience: 6
Years at Perpetual: 6

Josh is an Analyst for the Global Equities strategy covering mainly global industrial shares and global chemical companies, with a focus on the agricultural industry.

Josh joined Perpetual Investments in February 2012 as a graduate, working in several divisions throughout Perpetual Investments. Josh joined the Equities division within Perpetual Investments in August 2013 before moving to his current role in September 2015.

Josh is a CFA Charterholder and has a Bachelor of Commerce from Macquarie University.

Years of experience: 15

Years at Perpetual:  1

Mark Skurnik is a Global Equities Analyst with significant international and local experience, responsible for the Asian region and the utilities and telecommunications sectors globally at Perpetual Investments. 

Mark joined Perpetual in January 2018. He previously spent 12 years at Fidelity International in Hong Kong, most recently as Portfolio Manager. Prior to this role, he was Director of Research and worked as an analyst across the financials, energy and utilities sectors.

Mark is a CFA Charterholder and has a Bachelor of Commerce degree from University of New South Wales.

Years of experience: 36
Years at Perpetual: 13

Michael is Head of Credit 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.

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 second in charge to the Head of Macquarie Bank Credit. Earlier, he had spent five years as a Credit Analyst with Westpac Corporate Banking.

Years of experience: 25
Years at Perpetual: 13

Vivek is Head of Fixed Income, 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.

Years of experience: 25
Years at Perpetual: 13

Greg has over 20 years experience in investment management, accounting and risk management. He has researched and analysed credit markets on both the buy side and sell side for over a decade and through multiple cycles.  His research role is broad, he covers the bank and financial sector and is a credit signatory.  Greg is also a senior portfolio manager responsible for trade execution and portfolio construction for Perpetual's bond fund, absolute return fixed interest fund and exact market cash funds.

Prior to working at Perpetual, Greg had a similar research and portfolio management role at Macquarie Funds Management. And while at Macquarie Bank for over six years he had roles in debt markets research, risk and accounting. Earlier, Greg worked at PriceWaterhouseCoopers as a chartered accountant over six years.

Years of experience: 16
Years at Perpetual: 10

Thomas has been a Portfolio Manager / Credit Analyst since joining the Fixed Income Team in May 2010. He focuses on the management of the treasury 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 16 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 Chartered Financial Analyst.

Years of experience:  22
Years at Perpetual: 4

Anne is an experienced credit markets specialist, having worked for  over 20 years in credit and fixed income markets in research, origination and trading roles.  Anne is a Senior High Yield Analyst, in the Credit and Fixed Income asset management team at Perpetual Investments, with a focus on higher yielding income opportunities.

Before joining Perpetual in 2014, Anne worked for 10 years at Deutsche Bank, Global Markets division in Sydney 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. Anne's extensive credit markets experience in a broad range of roles complements and broadens our credit specialist capability.

Years of experience: 14
Years at Perpetual: 7

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.

Previously JP worked as an Investment Manager at Zurich Investment Management responsible for overseeing Zurich's balance sheet assets and sub-advised portfolios. Prior to this, he 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.

Years of experience: 10

Years at Perpetual: <1

Carol Yuan is a Credit Analyst.

Carol joined Perpetual in 2017 and is an experienced research analyst and credit investor, with experience in Asian credit markets. Carol has a background in researching both investment-grade and high-yield companies.

Carol previously worked at Aberdeen Asset Management in Sydney and Singapore as a Credit Research Analyst. Prior to this Carol worked at AllianceBernstein Australia.

Carol holds a Bachelor or Commerce and Masters of Economics with Distinction, and is a Chartered Financial Analyst.

Years of experience: 18
Years at Perpetual: 3

Michael is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.

Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.

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.

Years of experience: 30

Years at Perpetual: 0

Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Investments. In this role, he is responsible for the portfolio management of the diversified funds and tactical asset allocation.

Geoff joined Perpetual Investments in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.                

Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.

Geoff has a Bachelor of Economics (Honours).

Years of experience: 35
Years at Perpetual: 2

David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Investments. In this role, David is part of the portfolio management team managing all multi asset funds. He is responsible for generating and implementing active asset allocation ideas and the strategic asset allocation of multi asset funds.

David is a proven portfolio manager with almost two decades experience in multi asset portfolio management including 14 years as the lead portfolio manager of diversified funds at BlackRock Investment Management. David has a strong fundamental background in macroeconomics and all asset classes.

David has also held positions as an equity strategist at Bankers Trust Investment Management; fixed income strategist and senior economist at Bankers Trust Investment Bank; and as a senior adviser to the Prime Minister. He started his career as an economist with the Commonwealth Department of Treasury in the early 1980s.

David has an Honours degree in Economics from Adelaide University.

Years of experience: 22
Years at Perpetual: 12

Matt Sherwood is the Head of Investment Strategy within the Multi Asset team for Perpetual Investments.In this role, Matt is chief spokesperson for Perpetual on forecasts and trends in the Australian and global sharemarkets and he is responsible for monitoring, analysing and forecasting factors in the global and Australian economies and the policy implications with both regions.

Matt’s current research focus is on upcoming global monetary tightening cycle, the state of global balance sheets and the lacklustre pace of the global economic recovery and how this will impact the global market outlook and investment returns. Matthew travels extensively, presenting to client sand stakeholders in the major financial centres in addition to his commitments across Australia.

Matt began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.

Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney.

Years of experience: 6
Years at Perpetual: 6

Russell Turner is an Investment Analyst in the Multi Asset team for Perpetual Investments. In this role, he assists the ongoing development of macro-economic modelling, the evolution of dynamic asset allocation process and undertakes manager research.

Russell joined Perpetual Investments in July 2015, having previously worked as the Business Manager to Geoff Lloyd, Perpetual’s CEO. Prior to this, he was a Graduate in Perpetual Private.

Russell has a Bachelor of Law, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.

 

Years of experience: 12
Years at Perpetual: 3

Rema Elias is an Investment Analyst in the Multi Asset team for Perpetual Investments. In this role, she will assist with the portfolio management of smart beta portfolios and the implementation of tactical asset allocation positions.

Rema joined Perpetual Investments in July 2014, having previously managed the Performance and Analytics team at BNP Paribas. Prior to this, she was a Senior Performance Analyst at RBC Investor and Treasury Services.

Rema has a Bachelor in Mathematics and Finance.