Archives: Speakers

Michael O’Neill

As a Portfolio Manager at IML, Michael is responsible for managing 50% of the Investors Mutual All Industrials Share Fund, and 50% of the Investors Mutual Equity Income Fund, as well as covering the Financials Sector. Michael became an Equities Analyst with boutique firm Cannae Capital Partners in 2008, which was later merged into IML…

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Tony Adams

B.Comm, MBA, Diploma Sustainability Tony joined Lonsec in March 2019 and is currently responsible for the responsible investment subsectors across various equity teams as well broad oversight of the assessment of ethical, ESG and impact capabilities across managers. Prior to joining Lonsec, Tony has had 30 years’ experience in global fixed interest markets, most recently…

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Kevin Prosser

(B.Ec.; Dip.Ed., Assoc. S.I.A.) Kevin joined Lonsec in 2003 and has overall responsibility for research into unlisted Direct Asset syndicates as well as Property and Infrastructure securities funds. Prior to Lonsec, he was an Analyst and Investment Advisor with E.L.&C. Baillieu Stockbroking; Research Manager with G.K. Goh Stockbrokers in Kuala Lumpur; Research Analyst with McIntosh…

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David Wilson

David joined Lonsec in August 2015 as an Investment Consultant. In this role, David provides advice and input into the portfolio construction process, including fund research and selection as well as performance reporting and analysis. Prior to joining Lonsec, David worked as a Research manager for the Findex Group where he was responsible for fund…

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Veronica Klaus

Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients…

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Ashton Reid

Professional qualifications: CPA, CFA® charterholder, Graduate of Australian Institute of Company Directors (GAICD) Ashton is portfolio manager in the Real Asset team, responsible for the Property Securities and Real Income strategies since December 2005. Ashton joined Martin Currie Australia in August 1998 as a property securities analyst. Ashton has an in-depth knowledge of the listed…

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Amy Xie Patrick

Amy joined Pendal Group (formerly BT Investment Management) in February 2017 to focus on emerging markets and global credit indices. Amy is a Multi-Asset Fixed Income Fund Manager with extensive experience and expertise in emerging markets, global high yield, and investment grade credit. Amy joined Pendal Group from F&C Asset Management in London where she…

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Gopi Karunakaran

Gopi Karunakaran is a portfolio manager in the investment team, focusing on interest rate and credit strategies. Gopi expands the breadth of Ardea’s opportunity set across global fixed income markets by generating investment ideas and market insights. Gopi joined Ardea in 2017, prior to which he was a global fixed income and macro relative value…

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Vimal Gor

With the goal of building the most defensive line of funds in Australia, Vimal oversees A$17 billion invested across Income, Composite, Pure Alpha, Global and Australian Government strategies. Vimal is responsible for setting the strategy, processes and risk management for both the boutique and all funds managed within it. Prior to Pendal Group (formerly BT…

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Brook Sweeney

Brook joined Lonsec in January 2018 as a Senior Investment Consultant. In this role Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Brook has more than 20 years’ investment experience and was recently a National…

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