September 2015
FGG
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.
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 and philanthropy. Louise was recently the CEO of Philanthropy Australia, the peak body for philanthropy in Australia.
Louise is a board member of St Vincent’s Curran Foundation and the City Recital Hall in Sydney.
Belinda Hutchinson is Chancellor of the University of Sydney, Chairman of Thales Australia, Chairman of Future Generation Global Investment Company, a Director of AGL Energy, Australian Philanthropic Services, and a Member of the St Vincent’s Health Australia NSW Advisory Council.
Belinda was previously Chairman of QBE Insurance Group and a Director of Telstra Corporation, Coles Myer, Crane Group, Energy Australia, TAB, Snowy Hydro Trading and Sydney Water. Her executive career included her role as an Executive Director of Macquarie Group, a Vice President of Citibank, and a senior manager at Andersen Consulting. She has a Bachelor of Economics from the University of Sydney and is a Fellow of the Institute of Chartered Accountants in Australia and the Australian Institute of Company Directors.
Geoff Wilson has over 37 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 and Future Generation Global Investment Company. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations.
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 is an experienced corporate financial advisor. Her previous executive roles included 16 years with independent corporate advisory firm Grant Samuel. Sarah is a graduate and 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. Sarah holds a degree in Engineering and Masters of Business Administration, majoring in finance, at the University of Melbourne. She currently chairs the audit and risk committees of Hansen Technologies Limited and Adslot Limited
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 has more than 13 years’ experience in the funds management industry and more than 18 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is also the Company Secretary of Future Generation Global Investment Company.
Sean has over 18 years experience in the Australian investment markets in Senior Investment Research roles. He is currently Senior Manager, Research and Investment Strategy for a large financial institution. 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.
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 a Director Manager Research Ratings at Morningstar.
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.
Kiera Grant has extensive experience as a non-executive director of public and private companies as well as senior
management experience, having spent 15 years working in equity capital markets, most recently as Executive
Director, UBS Australia. Kiera is serving on the boards of Samuel Smith & Sons Pty Ltd (holding company of the
Yalumba Wine Company and Negociants Distribution) and the Sydney Dance Company as a non-executive director.
She is also a trustee of the Art Gallery of NSW Foundation and was previously a non-executive director of Pacific
Brands Ltd., now part of the Hanesbrands.
Lukasz leads the Lonsec Investment Solutions Pty Ltd (LIS) business. LIS harnesses Lonsec’s broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also chair of Lonsec’s Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior taking the CIO role Lukasz was Lonsec’s General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 18 year’s industry experience commencing his research career at ING Australia where he was Research Manager. Prior ING he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of the Investment Management Consultants Association (IMCA).