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Asset Management Team

Asset Management Team

Our team of experienced investment professionals

Business Development Team

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Adam Quaife
Chief Distribution Officer, Asset Management
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Tim North Ash
Head of Distribution
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Tiana Jade Stojanovski
Research Relationship Manager
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Daniel Moore
Regional Manager VIC/SA/NT/TAS
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Alyce Mattmann (maternity leave)
Key Account Manager VIC/SA
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Leila Romanos
Key Account Manager VIC
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Christine Weishaupl
Business Development Associate VIC/SA/TAS/WA
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Scott Bradley
Key Account Manager VIC
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Tony Harte
Regional Manager QLD
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Emalee Vidulin
Key Account Manager QLD
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Jeremy Dean
Head RI Distribution/ State Manager NSW
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Michael Lagudi
Key Account Manager NSW
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Marcus Garabedian
Account Manager NSW and Digital
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Melanie Longmire
Key Account Manager WA
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Lee Hopperton
Head of Private Wealth
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Maria Plati
Account Associate Private Wealth & QLD
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Laurice Considine
Head of Strategic Accounts & Asset Consulting
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Giovanni Rettura
Key Account Manager Strategic Accounts
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Peter Lambos
Head of Institutional Sales
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Mohan Korber
Institutional Account Associate
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Tom Loneragan
Head of Listed and Direct
Adam Quaife
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Adam Quaife

Chief Distribution Officer, Asset Management
Bio

Adam was appointed Chief Distribution Officer for Asset Management in January 2023 following the acquisition of Pendal Group. Prior to that he was Head of Global Distribution having joined Perpetual in that role in December 2019.

Adam is responsible for the end-to-end Global Distribution function, leading the Perpetual Group’s sales and marketing strategies across all markets and channels.

Skills and experience

Adam has 25 years of industry experience in leading and developing international distribution teams, including extensive coverage of institutional, intermediary and consultant channels.

Prior to joining Perpetual, Adam spent 18 years with Franklin Templeton, where he held a variety of senior roles, including CEO of the Central Eastern Europe, Gulf & Eastern Med business, and Co-CEO of Templeton Asset Management Ltd in Singapore. Other notable roles included Head of Distribution Australia, where Adam opened the Australian operation for Franklin Templeton’s Global Advisory Services division, and also Head of Institutional for Australia & New Zealand.

Prior to joining Franklin Templeton, Adam held business development roles at AXA Australia and Colonial First State.

BCom (Curtin University WA); Graduate Diploma in Applied Finance and Investments (FINSIA)

Tim North Ash
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Tim North Ash

Head of Distribution
Tiana Jade Stojanovski
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Tiana Jade Stojanovski

Research Relationship Manager
Daniel Moore
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Daniel Moore

Regional Manager VIC/SA/NT/TAS
Alyce Mattmann (maternity leave)
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Alyce Mattmann (maternity leave)

Key Account Manager VIC/SA
Leila Romanos
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Leila Romanos

Key Account Manager VIC
Christine Weishaupl
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Christine Weishaupl

Business Development Associate VIC/SA/TAS/WA
Scott Bradley
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Scott Bradley

Key Account Manager VIC
Tony Harte
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Tony Harte

Regional Manager QLD
Emalee Vidulin
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Emalee Vidulin

Key Account Manager QLD
Jeremy Dean
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Jeremy Dean

Head RI Distribution/ State Manager NSW
Michael Lagudi
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Michael Lagudi

Key Account Manager NSW
Marcus Garabedian
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Marcus Garabedian

Account Manager NSW and Digital
Melanie Longmire
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Melanie Longmire

Key Account Manager WA
Lee Hopperton
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Lee Hopperton

Head of Private Wealth
Maria Plati
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Maria Plati

Account Associate Private Wealth & QLD
Laurice Considine
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Laurice Considine

Head of Strategic Accounts & Asset Consulting
Giovanni Rettura
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Giovanni Rettura

Key Account Manager Strategic Accounts
Peter Lambos
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Peter Lambos

Head of Institutional Sales
Mohan Korber
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Mohan Korber

Institutional Account Associate
Tom Loneragan
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Tom Loneragan

Head of Listed and Direct

Research

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Brad Street
Head of Research Relationships
Brad Street
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Brad Street

Head of Research Relationships

Australian Equities Team

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Vince Pezzullo
Head of Australian Equities
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Anthony Aboud
Deputy Head of Equities, Portfolio Manager - Industrial Shares, SHARE-PLUS Long-Short, Pure Equity Alpha
Analyst, BEc, CFA
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Nathan Hughes
Portfolio Manager, ESG Australian Share Fund, Income Share Fund
BCom, CFA
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James Rutledge
Portfolio Manager, Pure Value Share Fund, Co-Portfolio Manager Smaller Companies, Pure Microcap.
BAppFin, BEcon, CFA
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Alex Patten
Co-Portfolio Manager Smaller Companies, Pure Microcap.
Analyst, BAcc, CA
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Sean Roger
Deputy Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short
BAcc
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Guy Bunce
Senior Equities Analyst
BCom, MAppFin
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Clarke Wilkins
Senior Equities Analyst
BCom, CFA
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Brett Le Mesurier
Senior Equities Analyst
BA(Hons)
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Jakov Maleš
Senior Equities Analyst
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Louise Sandberg
Senior Equities Analyst
MSc
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Rosemary Tan
Equities Analyst
BCom (Hons), MCom
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Nick Buisman
Equities Analyst
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Mitchell Hubble
Equities Analyst
BAcc, CFA
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Maryanne Drewe
Head of Proprietary Research
BBus
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Tom Horn
Analyst, Proprietary Research
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Richard Morris
Head of Responsible Investments
BEc, GradDipAppFin, DipSuperMngt
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Harry Agnew
Responsible Investment Analyst
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James Holt
Head Investment Specialist
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Vincent Glavis
Investment Specialist
Vince Pezzullo
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Vince Pezzullo

Head of Australian Equities
Bio

Years of experience: 29

Years at Perpetual: 16

Vince is the Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Concentrated Equity 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). 

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

Anthony Aboud
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Anthony Aboud

Deputy Head of Equities, Portfolio Manager - Industrial Shares, SHARE-PLUS Long-Short, Pure Equity Alpha Analyst, BEc, CFA
Bio

Years of experience: 25

Years at Perpetual: 12

Anthony is the Deputy Head of Equities and Portfolio Manager – Perpetual Industrial Share Fund, Perpetual SHARE-PLUS Long-Short Fund and Perpetual Pure Equity Alpha Fund.

Anthony has been with Perpetual for 12 years. Prior to joining Perpetual, he worked at Ellerston Capital for six years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund for two years. Before that, he spent 4 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.

Nathan Hughes
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Nathan Hughes

Portfolio Manager, ESG Australian Share Fund, Income Share Fund BCom, CFA
Bio

Years of experience: 19
Years at Perpetual: 13

Nathan is the Portfolio Manager for the Perpetual ESG Australian Share Fund and Income Share Fund, and an analyst.

Nathan joined Perpetual in September 2010 as a Research Analyst, before spending almost two years on the dealing desk at Perpetual working on all Australian Equity strategies as an Equities Dealer. Nathan was then appointed to the role of Equities Analyst covering small cap stocks in 2013. He was promoted to Deputy Portfolio Manager in May 2016, and took on responsibility for managing 50% of the Smaller Companies strategy in 2017.

Prior to joining 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 holds a Chartered Financial Analyst (CFA) designation.

James Rutledge
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James Rutledge

Portfolio Manager, Pure Value Share Fund, Co-Portfolio Manager Smaller Companies, Pure Microcap. BAppFin, BEcon, CFA
Bio

Years of experience: 18
Years at Perpetual: 6

James Rutledge is the Portfolio Manager for the Perpetual Pure Value Share Fund, and Co-Portfolio Manager for the Perpetual Smaller Companies Fund and the Perpetual Pure Microcap Fund.

James joined Perpetual Asset Management Australia 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.

Alex Patten
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Alex Patten

Co-Portfolio Manager Smaller Companies, Pure Microcap. Analyst, BAcc, CA
Bio

Years of experience: 9
Years at Perpetual: 11

Alex Patten is a Co-Portfolio Manager for the Perpetual Smaller Companies Fund and the Perpetual Pure Microcap Fund.

Before that, he was an Equity Analyst at Perpetual covering a range of sectors including Telecommunications, Media and Retail.

Alex joined Perpetual Asset Management in August 2015, after completing the Graduate program within the Perpetual Finance team and working in several management and financial accounting roles.

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

Sean Roger
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Sean Roger

Deputy Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short BAcc
Bio

Years of experience: 12

Years at Perpetual: 11

Sean is the Deputy Portfolio Manager for the Perpetual SHARE-PLUS Long-Short Fund and the Perpetual Pure Equity Alpha Fund.

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 Equities Analyst in January 2016 where he was responsible for covering a number of stocks in the gaming and agricultural sectors. He was appointed Deputy Portfolio Manager for the Perpetual SHARE-PLUS Long-Short Fund and the Perpetual Pure Equity Alpha Fund in 2021.

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

Guy Bunce
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Guy Bunce

Senior Equities Analyst BCom, MAppFin
Bio

Years of experience: 25
Years at Perpetual: 5


Guy Bunce is a Senior Equities Analyst with extensive experience in equities research having covered a variety of sectors over his 20 years in the industry. In his current role, he is responsible for the Transport, Infrastructure, Paper & Packaging and Chemicals sectors.

Guy joined Perpetual Asset Management Australia in April 2019, having previously worked at JP Morgan as the Head of Transport & Infrastructure Research.


Prior to this, he was Head of Australian Equities Research at RBC Capital Markets.

Guy has a Master of Applied Finance (Macquarie) and a Bachelor of Commerce (ANU).

Clarke Wilkins
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Clarke Wilkins

Senior Equities Analyst BCom, CFA
Bio

Years of experience: 29
Years at Perpetual: 4

Clarke Wilkins is a Senior Equities Analyst at Perpetual Asset Management and responsible for the resources and energy sectors.

Clarke joined Perpetual Asset Management Australia in July 2019, having previously worked at Citi for over 20 years where he was Head of the Australian Metals & Mining Research team. He has extensive experience covering mining and energy companies as well as global commodity markets.

Prior to joining Citi Clarke worked on developing a nickel project in Asia and started his career in Business Consultancy at KPMG and Pearce & Cook in Perth, Western Australia.

Clarke has a Bachelor of Commerce (Major in Accounting & Finance) from the University of Western Australia, is a member of the Institute of Chartered Accountant and is a CFA Charterholder.

Brett Le Mesurier
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Brett Le Mesurier

Senior Equities Analyst BA(Hons)
Bio

Years of experience: 37

Years at Perpetual: 2

Brett Le Mesurier is Senior Equities Analyst at Perpetual Asset Management. In this role, he is responsible for the Financials sector.

Brett joined Perpetual Asset Management in December 2021, having previously been the senior equities analyst with coverage of the Australian financial sector for Velocity Trade.

Prior to this, he was the senior equities analyst for the financial sector at Shaw and Partners. He was previously Managing Director and head of research for APP Securities.

Brett has a Bachelor of Arts with honours from Macquarie University, majoring in Statistics, and completed the A level exams of the Institute of Actuaries.

Jakov Maleš
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Jakov Maleš

Senior Equities Analyst
Bio

Years of experience: 27

Years at Perpetual: <1

Jakov Maleš is Senior Equities Analyst at Perpetual Asset Management. In this role, he is responsible for the Resources and Industrials sectors.

Jakov joined Perpetual Asset Management in April 2023 having previously worked as a Senior Investment Analyst at Contact Asset Management.

Prior to this, he worked as an Analyst, Portfolio Manager and team head at UBS Asset Management for 12 years and Allianz Global Investors for 4 years.

Jakov has a MBus from the University of Technology Sydney, BComm from the University of New South Wales and is a CFA Charterholder.

Louise Sandberg
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Louise Sandberg

Senior Equities Analyst MSc
Bio

Years of experience: 14
Years at Perpetual: 1

Louise Sandberg is Senior Equities Analyst at Perpetual Asset Management. In this role, she is responsible for covering large and small cap companies across property, discretionary consumer and consumer staples. 

Louise joined Perpetual Asset Management in October 2022, having previously worked at Bank of America in Singapore and Sydney as a Research Analyst covering the Australian property sector. Prior to this, Louise was a Research Analyst at Fidelity International in Singapore and Hong Kong across a range of sectors including gaming, financials and consumer/media. Louise also spent 5 years at Goldman Sachs in New York and Hong Kong in the Goldman Sachs Principal Strategies investment fund and investment banking.

Louise holds a Master of Science in Business Administration.

Rosemary Tan
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Rosemary Tan

Equities Analyst BCom (Hons), MCom
Bio

Years of experience: 19
Years at Perpetual: 14

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.

Nick Buisman
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Nick Buisman

Equities Analyst
Bio

Years of experience: 13
Years at Perpetual: 9

Nick Buisman is an Equities Analyst at Perpetual Asset Management. In this role, he is responsible for covering small and micro-cap companies across a range of sectors with a focus on Industrials, Retail, and Consumer Brands. 

Nick joined Perpetual Asset Management in May 2015, most recently having spent 4 years on the dealing desk as an Equities Dealer working across all Australian Equity strategies, as well as executing across global equities, FX, derivatives and treasuries.

Prior to this, he held the role of Investment Specialist within Perpetual Investments. Nick began his career in equity markets at Bell Potter Securities. 

Nick has a Bachelor of Economics from the University of Sydney. 

Mitchell Hubble
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Mitchell Hubble

Equities Analyst BAcc, CFA
Bio

Years of Experience: 4

Years at Perpetual: 4

Mitchell Hubble is an Equities Analyst at Perpetual Asset Management. In this role, he is responsible for covering small and micro-cap companies across a range of sectors with a focus on property, technology, and Industrials.

Mitchell joined Perpetual Asset Management in February 2020 as part of the graduate program. Prior to this, he worked at Macquarie, Cochlear, and in Perpetual’s Group Finance team. 

Mitchell has a Bachelor of Accounting from the University of Technology, Sydney and is a CFA® charterholder

 

Maryanne Drewe
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Maryanne Drewe

Head of Proprietary Research BBus
Bio

Years of experience: 40
Years at Perpetual: 21

Maryanne is the Head of Proprietary Research and an Analyst, covering mainly large and small cap companies in the industrials, consumer staples, and consumer discretionary sectors.

Maryanne joined Perpetual Asset Management Australia 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.

Tom Horn
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Tom Horn

Analyst, Proprietary Research
Bio

Years of experience: 3
Years at Perpetual: 2

Tom Horn is a Proprietary Research Analyst at Perpetual Asset Management. In this role, he is responsible for thematic research, supporting the development of Propriety Research and data analytics within the PAMA team.

Tom joined Perpetual Asset Management in August of 2021, having previously worked in the Equity Research team at Macquarie covering ESG.

Prior to this, he has worked at AECOM, & Interned at Deloitte in its Data & Artificial Intelligence Consulting team. 

Tom has a Bachelor of Business (Finance) & a Bachelor of Science in Information Technology (Data Analytics) from the University of Technology Sydney.

Richard Morris
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Richard Morris

Head of Responsible Investments BEc, GradDipAppFin, DipSuperMngt
Bio

Years of experience: 31
Years at Perpetual: 11

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.

Harry Agnew
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Harry Agnew

Responsible Investment Analyst
Bio

Years of Experience: 7
Years at Perpetual: 6

Harry Agnew is a Responsible Investment Analyst at Perpetual Investments. In this role, he is responsible for assisting in managing the ethical and SRI screening processes for our ethical funds and mandates, managing external ESG research and data, contributing to internal ESG research and integration efforts, policy and procedure setting, ESG reporting and disclosure, and our other responsible investment obligations as needed, such as corporate sustainability reporting, proxy voting and other ownership and stewardship investment activities.

Harry joined Perpetual Asset Management Australia in February 2018 as part of the graduate program, completing rotations across business divisions including Product, Client Solutions & Strategy, Client Services and Investment Specialists. Prior to this, he worked as a research analyst for a leading Australian infrastructure funds manager.

Harry has a Bachelor of Arts (Economics) from the University of Sydney and has completed the Applied Responsible Investment and Advanced Responsible Investment Analysis courses at the PRI Academy. He is currently undertaking post-graduate study at the Macquarie Business School’s Applied Finance Centre and at the PRI Academy.

James Holt
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James Holt

Head Investment Specialist
Vincent Glavis
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Vincent Glavis

Investment Specialist

Multi-Asset Strategies Team

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Michael O'Dea
Head of Multi Asset
BBus (Ec, Fin)
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David Hudson
Head of Asset Allocation
BEc (Hons)
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Matt Sherwood
Head of Investment Strategy
BBus, MEc
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Geoff Ryan
Portfolio Manager
BEcon(Hons)
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Alan Polley
Sustainable Investments Lead
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Russell Turner
Portfolio Manager
LLB, BSc (App Math), MCom (App Fin), CFA
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Rema Elias
Investment Analyst
BMathFin
Ken Phang
Senior Quantitative Analyst
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Rita Bodrina
Investment Analyst 
Michael O'Dea
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Michael O'Dea

Head of Multi Asset BBus (Ec, Fin)
Bio

Years of experience: 24
Years at Perpetual: 9

Michael is Head of Multi Asset for Perpetual Asset Management. 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 24 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 Australia and the United Kingdom.

Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.

David Hudson
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David Hudson

Head of Asset Allocation BEc (Hons)
Bio

Years of experience: 41
Years at Perpetual: 8

David Hudson is the Head of Asset Allocation within the Multi Asset team for Perpetual Asset Management Australia. 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.

Matt Sherwood
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Matt Sherwood

Head of Investment Strategy BBus, MEc
Bio

Years of experience: 28
Years at Perpetual: 18

Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.

Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.

Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.

Matt is a published author of the book titled ‘Intelligent Investing’ and 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. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.

Geoff Ryan
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Geoff Ryan

Portfolio Manager BEcon(Hons)
Bio

Years of experience: 35
Years at Perpetual: 5

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

Geoff joined Perpetual Asset Management Australia  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).

Alan Polley
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Alan Polley

Sustainable Investments Lead
Bio

Years of experience: 22

Years at Perpetual: 7

Alan joined Pendal (now part of Perpetual Group) in 2017. He has extensive investment management and consulting experience. Prior to joining the company, Alan was Senior Manager, Model Portfolios and Risk Research at TCorp, with responsibility for portfolio management of over $40 billion in defined benefit and insurance multi-asset portfolios, developing TCorp’s strategic and dynamic asset allocation processes covering $80 billion in assets, and liquid alternative manager research. 

Alan’s prior experience includes six years at AMP Capital in portfolio management and quantitative analysis roles. His most recent role at AMP Capital was a Portfolio Manager/Analyst within the quantitative equites team running and developing the quantitative process across Australian and Asian equities in long only and long/short form. Alan joined AMP Capital as a Quantitative Risk Analyst within the Investment Risk Team that worked to tailor and develop bespoke risk models and analytics for the various internal investment teams, as well as whole of business investment risk analysis. Alan started his career at Mercer Investment Consulting, where he was an investment consultant to some of the largest institutional clients in Australia providing investment advice as well as being actively involved in strategic and manager research functions.

Alan has a Masters of Quantitative Finance, Bachelor of Business (Finance) and Bachelor of Science (Applied Physics) from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investment from FINSIA, and is a CFA Charterholder.

Russell Turner
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Russell Turner

Portfolio Manager LLB, BSc (App Math), MCom (App Fin), CFA
Bio

Years of experience: 12
Years at Perpetual: 12

Russell Turner is a Portfolio Manager in the Multi-Asset team for Perpetual Asset Management Australia. 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 Asset Management Australia 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 Laws, Bachelor of Science, majoring in Applied Mathematics and a Master of Commerce, majoring in Applied Finance and is a Chartered Financial Analyst.

Rema Elias
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Rema Elias

Investment Analyst BMathFin
Bio

Years of experience: 18
Years at Perpetual: 9

Rema Elias is an Investment Analyst in the Multi-Asset team for Perpetual Asset Management Australia. 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 Asset Management Australia 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.

Ken Phang

Ken Phang

Senior Quantitative Analyst
Bio

Years of experience: 26

Years at Perpetual: 6

Undertake research and development of quantitative asset allocation models, equity factors, and portfolio convexity optimisation.

Rita Bodrina
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Rita Bodrina

Investment Analyst 
Bio

Rita joined Pendal Group (now part of Perpetual Group) in 2022 as a Quantitative Analyst in the Multi-Asset Investments team. Rita is responsible for quantitative analysis in relation to asset allocation and research, helping to enhance and grow our multi-asset funds.

Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.  

Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.  

Credit and Fixed Income Team

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Michael Korber
Managing Director, Credit & Fixed Income
BEc
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Vivek Prabhu
Head of Fixed Income
BBus, FCA, Grad Dip App Fin & Inv, MBA, GAICD
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Greg Stock
Head of Credit Research
BCom (Acc & Fin), ICAA, SIA, AFMA
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Thomas Choi
Senior Portfolio Manager
BEc, CFA
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Michael Murphy
Senior High Yield Analyst, Portfolio Manager, Perpetual Loan Fund
BEng, BEc, MPhil (Econ)
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Simon Poidevin
Senior Credit Analyst
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Benjamin Chan
Credit & Private Debt Analyst
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Lydia Yin
Credit Analyst
Di Zhu
Dealer, Credit & Fixed Income
Michael Korber
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Michael Korber

Managing Director, Credit & Fixed Income BEc
Bio

Years of experience: 42

Years at Perpetual: 19

Michael Korber is Managing Director, Credit & 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.

Michael has over 40 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.

Vivek Prabhu
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Vivek Prabhu

Head of Fixed Income BBus, FCA, Grad Dip App Fin & Inv, MBA, GAICD
Bio

Years of experience: 31
Years at Perpetual: 19

Vivek is Head of Fixed Income and joined Perpetual in 2004. He has over 30 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.

Greg Stock
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Greg Stock

Head of Credit Research BCom (Acc & Fin), ICAA, SIA, AFMA
Bio

Years of experience: 31

Years at Perpetual: 19

Greg has over 30 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 cycle. 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.

Thomas Choi
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Thomas Choi

Senior Portfolio Manager BEc, CFA
Bio

Years of experience: 22

Years at Perpetual: 16

Thomas is Senior Portfolio Manager in the Credit & Fixed Income Team at Perpetual and joined the 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 over 20 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.

Michael Murphy
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Michael Murphy

Senior High Yield Analyst, Portfolio Manager, Perpetual Loan Fund BEng, BEc, MPhil (Econ)
Bio

Years of experience: 11
Years at Perpetual: 5

Michael Murphy is a High Yield Analyst at Perpetual Asset Management, focusing on the high yield and private debt markets.

Michael joined Perpetual Asset Management Australia in October 2018, having previously worked as an Investment Associate at Metrics Credit Partners, responsible for covering leveraged finance and corporate private debt.

Prior to this, he was an Associate Credit Analyst at Morningstar and before that, a Credit Risk Analyst at Commonwealth Bank.

Michael has a Bachelor of Engineering (1st class honours) and Bachelor of Economics from the University of Adelaide, along with a Master of Philosophy (Economics) from the University of Oxford.

Simon Poidevin
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Simon Poidevin

Senior Credit Analyst
Bio

Years of experience: 13
Years at Perpetual: 1

Simon Poidevin is Senior Credit Analyst at Perpetual Asset Management. His analytical sector coverage includes corporates, infrastructure and utilities. 

Simon joined Perpetual Asset Management in May 2022, having previously worked for 7 years at Moody’s Investors Service in Dubai and Sydney. Prior to joining Perpetual, Simon held a position as lead credit analyst within the project and infrastructure team in Sydney, covering mostly investment grade issuers in the infrastructure and utilities sectors. 

Prior to this, he was a credit analyst at Société Générale in Dubai, with a focus on oil and gas and infrastructure assets. 

Simon holds a Master in Management from EM Lyon Business School (France), majoring in Finance.

Benjamin Chan
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Benjamin Chan

Credit & Private Debt Analyst
Bio

Years of experience: 10
Years at Perpetual: 1

Benjamin Chan is Credit & Private Debt Analyst at Perpetual Asset Management. In this role, he is responsible for performing credit analysis for corporate credit and loan issuers.

Benjamin joined Perpetual Asset Management in May 2022, having previously worked at EY, within their Strategy and Transaction division, specifically within the Capital and Debt Advisory team, providing debt advisory services across a range of industries.

Prior to this, he worked within Optus’ corporate strategy team, and before that he was an Associate Analyst at Moody’s Investors Service.

Benjamin has a Bachelor of Applied Finance and Bachelor of Commerce – Accounting from Macquarie University.

Lydia Yin
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Lydia Yin

Credit Analyst
Bio

Years of experience: 2

Years at Perpetual: 2

Lydia Yin is a Credit Analyst at Perpetual Asset Management. In this role, she is responsible for conducting research and analysis within the asset backed securities and residential mortgage-backed securities sector and performing research on corporate credits.

Lydia joined Perpetual Asset Management in February 2022 as a Graduate in the Australian Equities team and then moved to the Credit and Fixed Income team in February 2023. There she was appointed to a Credit Analyst in September 2023.

Lydia has a Bachelor of Actuarial Studies and Bachelor of Commerce from The University of New South Wales.

Di Zhu

Di Zhu

Dealer, Credit & Fixed Income
Bio

Years of experience: 7

Years at Perpetual: <1

Di joined Perpetual Asset Management in October 2023 as dealer responsible for trading and execution across credit and fixed income assets, having previously held investment management roles in New Zealand.

Prior to Perpetual, he worked at Kiwi Wealth, a superannuation fund with experience across portfolio management, trading, risk & analytics, and investment analysis.

Di holds a Bachelor of Commerce from Victoria University of Wellington and is a CFA charter holder.