Managing Director & Chief Investment Officer
Caledonia Pacific Capital Partners
Over 27 years experience in financial services industry as Portfolio Manager, Chief Investment Officer (CIO) and Managing Director (MD) at various global and domestic firms. Experience in managing investments across multiple asset classes (equities, fixed income, alternatives), investment teams and funds management companies. Includes track record in asset allocation and dynamic / tactical overlay. Also an experienced MD of listed companies and Non-Executive Director (NED) of fund management firms. Current roles include MD and CIO of CPCP; CIO of Atlas Capital and Director of Salter Brothers Asset Management (SBAM); Chairman of the Advisory Board, International Centre for Financial Services (ICFS) at The University of Adelaide; Director Blues Foundation at The Carlton Football Club and Executive Committee Member at Women in Banking and Finance (WiBF). Historical experience includes: MD and CIO at Contango Asset Management; Director Contango Income Generator; CIO UBS; CIO and Head of Asset Management at Equity Trustees; Head of Asset Allocation, Fixed Income, FX and Equity Research at HSBC AM; Investment Strategist Macquarie and Economist at Westpac, NSW Treasury and SBC (now UBS).