Future Generation

Listed

August 2015

ASX Code

FGG

 

 

30 June 2017

Management
performance fees
0.0%
Annual donation
(% of NTA)
1.0%
Gross assets
$321.6m
Market capitalisation
$300m
Share price
$1.1
Pre-tax net tangible assets
$1.15

Global fund managers, supporting children and youth mental health.

FGG is Australia’s first internationally focused listed investment company with the dual objectives of providing shareholders with diversified exposure to selected global fund managers and changing the lives of young Australians affected by mental illness.

 

 

Fund managers

Charities

Service providers

Management, Board and Investment Committee

Louise Walsh

Chief Executive Officer

Louise is a senior executive with a strong mix of experience in the not-for-profit, government and private sectors. A former solicitor at Allens, she has spent most of her career in sport, arts, culture and philanthropy. Louise was recently the CEO of Philanthropy Australia, the peak body for philanthropy in Australia.

Belinda Hutchinson AM

Chairman

Belinda Hutchinson is Chancellor of the University of Sydney. Her executive career includes her role as an Executive Director of Macquarie Group where she was the Head of Macquarie Equity Capital Markets. Prior to this Belinda was a Vice President of Citibank in project and corporate finance and was the Head of the Financial Institutions Group in Australia. Belinda commenced her career working for Andersen Consulting in Australia and the USA.

Belinda is a Fellow of the Institute of Chartered Accountants in Australia and the Australian Institute of Company Directors (AICD).

Sue Cato

Director

Sue has worked on business-critical issues and corporate activity for Australian and international corporations and entities for well over two decades. Sue established Cato Counsel in 2003. Cato Counsel is a corporate communications company providing high-level strategic transaction support and public and corporate affairs advice.

Sue is a regular panellist on ABC TV’s The Drum and the 2UE Breakfast Show. She is also a commentator on business issues for the national press. She is a board member of Carriageworks and an advisory board member of Sydney Contemporary and is a member of Chief Executive Women.

Geoff Wilson

Director

Geoff Wilson has over 36 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Research, WAM Active and WAM Microcap. Geoff is also a Director of Century Australia Investments Limited. Geoff holds a number of additional directorships with investment companies and non-profit organisations.

Karen Penrose

Director

Karen Penrose has a strong background and experience in business, finance and investment banking in both the banking and corporate sectors. Her prior executive career includes 20 years with Commonwealth Bank and HSBC and, over the eight years to early 2014, Chief Financial Officer and Chief Operating Officer roles with two ASX listed companies.

Karen is a director of Federation Centres Limited and a director of AWE Limited, Spark Infrastructure Group, Bank of Queensland Limited and Landcom (operating as UrbanGrowth NSW).

Frank Casarotti

Director

Frank Casarotti joined Magellan in March 2007. Prior to Magellan, Frank held a senior distribution management role at Colonial First State (a wholly-owned subsidiary of Commonwealth Bank), one of Australia’s largest and most successful investment and platform administration companies. During his fourteen years with the Colonial Group, Frank was a significant contributor to the strategy that resulted in growth in funds under management and administration from $800 million to over $100 billion in 2007.

Sarah Morgan

Director

Sarah is an experienced corporate financial advisor. Her previous executive roles included 16 years with independent corporate advisory firm Grant Samuel. Sarah is a member of the Australian Institute of Company Directors (AICD) and Australasian Institute of Mining and Metallurgy (AusIMM). Sarah Morgan is currently a non-executive Director of Hansen Technologies Limited (appointed October 2014) and Adslot Limited (appointed January 2015) and is a non-executive Director of Hong Kong based Luxe City Guides.

Mark Licciardo

Company Secretary

Mark Licciardo is Managing Director of Mertons Corporate Services Pty Limited which provides company secretarial and corporate governance consulting services to ASX listed and unlisted public and private companies. Prior to establishing Mertons, Mark was Company Secretary of the Transurban Group and Australian Foundation Investment Company Limited. Mark has also had an extensive commercial banking career with the Commonwealth Bank and State Bank Victoria.

Kate Thorley

Company Secretary

Kate Thorley has more than 10 years’ experience in the funds management industry and more than 15 years of financial accounting and corporate governance experience. Kate is a Director of WAM Capital, WAM Leaders, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is the Company Secretary of WAM Capital and Future Generation Global Investment Company.

Amanda Gillespie

Chairman FGG - Investment Committee

Amanda has 19 years of investment experience. In her current role, Amanda has joint responsibility for the overall management of Lonsec Fiscal Holdings, a privately owned Australian company with a multi-brand strategy of providing leading investment and superannuation research and data, portfolio construction services, investment execution and administration services. Amanda is also CEO Lonsec Fiscal Holding, with responsibility for delivering research and ratings on more than 800 managed funds, specialised products and ETFs.

Aman Ramrakha

Investment Committee

Aman has over 20 years financial services experience and has held technical, consulting and advisory roles at BT Financial Group, Colonial First State, KPMG and the Commonwealth Private Bank. Aman holds a Bachelor of Commerce, majoring in Economics and Finance, a Graduate Diploma in Applied Finance and Investments and a Diploma of Financial Planning. Currently Aman is an Executive Manager at the Commonwealth Bank of Australia.

Sean Webster

Investment Committee

Sean has over 18 years experience in the Australian investment markets in Senior Investment Research roles. He is currently Manager, Research and Investment Strategy for AMP Financial Planning. Previously he was Research Manager with Australian Fund Monitors, a research and database house that specialises in absolute return and emerging funds, within a broad managed fund research function.

Chris Donohoe

Investment Committee

Chris joined the Investment Committee in May 2016, after serving as the Co-CEO in the Company’s inaugural year. Chris is the founder of Seed Partnerships Pty Limited. He also has CEO experience in funds management and considerable experience in the initiation, capital raising and management of Listed Investment Companies. He holds a Masters of Business in Finance, majoring in Funds Management, from the University of Technology, Sydney.

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