Wilson Asset Management

Geoff Wilson AO Chairman & Chief Investment Officer BSc GMQ FFINSIA FAICD T + 61 2 9247 6755

Geoff Wilson has over 42 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 and created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD). Geoff Wilson is currently Chairman of WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, WAM Active Limited and WAM Strategic Value Limited. He is the founder and a Director of Future Generation Investment Company Limited and Future Generation Global Investment Company Limited and a Director of WAM Alternative Assets Limited. Geoff is also currently an Advisory Board member of Super CRC bid.

Kate Thorley Chief Executive Officer BCom CA GAICD T + 61 2 9247 6755

Kate has more than 17 years’ experience in the funds management industry and more than 22 years’ financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active, WAM Microcap and WAM Strategic Value. Kate is a Director of Future Generation Australia and Future Generation Global.

Caroline Gurney Chief Executive Officer, Future Generation BA (Hons) MA T + 61 2 9247 9202

Caroline is Chief Executive Officer of Future Generation and has more than 25 years’ experience in the financial services sector focused on marketing, corporate affairs and corporate social responsibility. Caroline has held senior roles at UBS and Citibank and has worked in London, across Asia-Pacific and Australia during her career. She is a member of Ascham School Council and the Centennial Park and Moore Park Foundation, an ambassador for the Australian Indigenous Education Foundation (AIEF), a director of Our Watch, an organisation focused on preventing violence against women and children and set up and was a director of the UBS Australia Foundation. Caroline has also previously served as a director of Future Generation Australia and as a Council Member of Chief Executive Women, and is currently an active member.

Catriona Burns Lead Portfolio Manager of WAM Global BCom (Lib Studies) MApp Fin CFA T + 61 2 9247 6755

Catriona has more than 19 years’ global and Australian investment experience. Catriona began her career with Wilson Asset Management in 2003 before relocating to London to work with Hunter Hall Investment Management as a Portfolio Manager responsible for global equities with a bias to small-to-mid cap companies. In 2012, Catriona joined John Sevior and David Cooper at the inception of Airlie Funds Management. Catriona is the Lead Portfolio Manager responsible for WAM Global.

Matthew Haupt Lead Portfolio Manager of WAM Leaders BCom GradDip App Fin CFA T + 61 2 9258 4910

Matthew has more than 20 years’ experience in the investment industry working as both a portfolio manager and analyst. Prior to joining Wilson Asset Management, Matthew gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is the Lead Portfolio Manager responsible for WAM Leaders.

Oscar Oberg Lead Portfolio Manager of WAM Capital, WAM Microcap, WAM Research and WAM Active LLB BBus CFA T + 61 2 9247 6755

Oscar has more than 14 years’ experience in financial markets. Before joining Wilson Asset Management, Oscar worked as a sell-side analyst at CLSA and three years at Grant Thornton working in transaction advisory services. Oscar is the Lead Portfolio Manager responsible for WAM Capital, WAM Microcap, WAM Research and WAM Active.

Tobias Yao Portfolio Manager of WAM Capital, WAM Microcap, WAM Research and WAM Active BCom CFA T + 61 2 9258 4949

Tobias joined Wilson Asset Management in 2014 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Tobias has over 13 years’ experience in the investment industry. Prior to this he spent five years as an investment analyst at Pengana Capital, and previously worked in Ernst & Young’s transaction advisory services division.

John Ayoub Portfolio Manager of WAM Leaders LLB BA GradCert App Fin T + 61 2 9258 4920

John joined Wilson Asset Management in 2016 at the inception of WAM Leaders. John has 14 years’ industry experience, working at Credit Suisse as a director in equity sales and trading, focusing on both large and small-cap companies. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

Dania Zinurova Portfolio Manager of WAM Alternative Assets MSc (Real Estate Investment) MEB State Dip Banking & Finance T + 61 2 9247 6755

Dania has held senior roles in Australia, the US, Europe and the UK throughout her 24-year career. Dania most recently held the position of Director of Manager Research in Australia, Head of Real Assets Australia at Willis Towers Watson. Prior to this, Dania held various real assets investment roles with Willis Towers Watson in London and New York.

Nick Healy Portfolio Manager of WAM Global BEng (Hons) MBA T + 61 2 9258 4923

Nick has more than seven years’ global investment experience. Nick joined Wilson Asset Management at the inception of WAM Global in 2018, after three years in London covering US industrials companies for Fidelity International. In 2015, Nick received his MBA from INSEAD, where he received the Henry Ford II prize for graduating first in class. Prior to his MBA, Nick spent six years as a mechanical engineer.

Shaun Weick Senior Investment Analyst BBus (Fin) CA T + 61 2 9258 4924

Shaun joined Wilson Asset Management in 2020 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Shaun has more than 12 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side analyst at Macquarie Group and CLSA. Prior to that, he spent five years at KPMG in the M&A Advisory division.

Sam Koch Senior Investment Analyst BBus CFA T + 61 2 9258 4913

Sam joined Wilson Asset Management in 2018 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Sam has more than six years’ experience in financial markets and has worked in the financial industry for more than 10 years. Prior to joining Wilson Asset Management, Sam was an equity analyst and dealer at IFM Investors and was previously an accountant at Colonial First State.

William Liu Senior Investment Analyst BCom MFin T + 61 2 9258 4948

William joined Wilson Asset Management in 2020 and works within the WAM Global team. William has more than seven years’ experience in the investment industry. Prior to joining Wilson Asset Management, William was global equity portfolio manager at Wilsons Advisory and was previously a credit research analyst at UBS Asset Management.

Anna Milne Senior Investment Analyst BCom CFA T + 61 2 9258 4918

Anna joined Wilson Asset Management in 2020 and works in the WAM Leaders team. Anna has more than five years’ experience in financial markets. Prior to joining Wilson Asset Management in 2020, Anna was a sellside equity research analyst at UBS, Credit Suisse and Jarden.

Cooper Rogers Senior Investment Dealer BCom GradDip App Fin T + 61 2 9258 4912

Cooper joined Wilson Asset Management in 2017. Cooper has more than eight years’ experience in financial markets. Prior to joining Wilson Asset Management, he spent four years in the investment industry, most recently working as the DTR for the Institutional Sales division at Hartleys Limited. Cooper started his career dealing, and now manages the Dealing/Execution team, whilst also contributing as an analyst for the small-to-mid cap investment team.

Will Thompson Investment Dealer BCom T + 61 2 9258 4932

Will joined Wilson Asset Management in 2021 and has worked in financial markets for over six years. Prior to joining Wilson Asset Management, Will most recently worked as an equities dealer at Terra Capital.

Deni Hoxha Junior Investment Analyst

Deni studied a Bachelor of Commerce at the University of Sydney majoring in Finance. Throughout his studies Deni interned at SAP Software & Solutions and after graduating he worked at Salesforce. In these roles Deni gained analytical skills and experience across business development, customer success and marketing functions. Deni joined the Wilson Asset Management team in 2022 and works in the WAM Alternative Assets team.

Jesse Hamilton Chief Financial Officer BCom (Acc) CA T + 61 2 9247 6755

Jesse Hamilton is a Chartered Accountant with more than 14 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer, Jesse oversees all finance and accounting of Wilson Asset Management (International) Pty Limited. He is Company Secretary for WAM Alternative Assets Limited and WAM Strategic Value Limited and Joint Company Secretary for WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited and WAM Active Limited, in addition to Future Generation Investment Company Limited and Future Generation Global Investment Company Limited. Prior to joining Wilson Asset Management, Jesse worked as Chief Financial Officer of an ASX listed company and also worked as an advisor specialising in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies.

Linda Kiriczenko Finance Manager & Company Secretary BCom CPA T + 61 2 9258 4939

Linda Kiriczenko has over 18 years’ experience in financial accounting including more than 14 years in the funds management industry. As the Finance Manager of Wilson Asset Management (International) Pty Limited, Linda oversees finance and accounting and is also Joint Company Secretary for six listed investment companies, WAM Capital Limited, WAM Leaders Limited, WAM Global Limited, WAM Microcap Limited, WAM Research Limited, and WAM Active Limited. Linda holds a Bachelor of Commerce and is a fully qualified CPA. She is a certified member of the Governance Institute of Australia. Before joining Wilson Asset Management, Linda spent five years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting and business advisory roles. Linda is the joint Company Secretary for WAM Capital, WAM Leaders, WAM Research and WAM Active.

Ophelia Lam Finance Manager BBus CPA T + 61 2 9258 4921

Ophelia joined Wilson Asset Management in 2016. Previously, Ophelia spent over three years as an Assistant Accountant at Secure Parking Pty Limited and prior to that in various administrative roles.

Lillie Johnson Finance Team Leader BCom GradDip Acc CPA GIA(Cert) T + 61 2 9258 4938

Lillie joined Wilson Asset Management in 2011. Lillie has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London. Lillie has over 20 years’ accounting experience.

Huseyin Dervish Finance Team Leader BCom GradDipCA T + 61 2 9258 4941

Before joining Wilson Asset Management, Hus was at Pitcher Partners for over six years in audit and assurance, specialising in funds management as well as working in its London office.

Felicity Jung Financial Accountant BCom CA T + 61 2 9258 4933

Felicity joined Wilson Asset Management in 2021. Felicity is a Chartered Accountant with seven years’ experience in assurance and taxation from previous roles at PwC and BT Super.

Rachel Nguyen Financial Accountant BBus CA T + 61 2 9258 4942

Rachel joined Wilson Asset Management in 2021. Rachel is a Chartered Accountant with over six years’ experience in corporate accounting and reporting across various industries.

Sara Ahmed Financial Accountant BCom BA GradDipCA T + 61 2 9258 4956

Sara joined Wilson Asset Management in 2021. Sara has over 6 years’ experience working in business services and taxation roles in public practice accounting firms.

Jacob Grover Financial Accountant BAcc CA T + 61 2 9258 4940

Jacob joined Wilson Asset Management in 2021. Jacob is a Provisional Chartered Accountant with over 5 years’ experience across corporate accounting and finance.

Isabel Mills Financial Accountant BCom (Accounting and Finance) T + 61 2 9258 4909

Isabel joined Wilson Asset Management in 2020 as a graduate accountant, working within the Finance team. Isabel completed her Bachelor of Commerce (Accounting and Finance) at the University of Sydney in 2019.

Samantha Philp Head of Corporate Affairs & Marketing BA (Media and Cultural Studies) T + 61 2 9258 4937

Samantha is the Head of Corporate Affairs and Marketing for Wilson Asset Management and has over 15 years’ experience in marketing, communications, investor relations and customer experience across a range of industries including funds management, commercial real estate and entertainment. Prior to joining Wilson Asset Management, Sam was Co-Head Global Marketing and Communications leading the team responsible for the strategic positioning of Real Estate and Infrastructure at AMP Capital. She also spent three years at ASX listed Dexus in corporate communications where she led the communications approach for customers and people. Before working in real estate, Sam held leadership roles in film and publishing where she was responsible for delivering marketing strategies to elevate brand awareness, grow market share and overall profitability.

Alexandra Hopper Irwin Communications Manager BFA T + 61 2 9258 4904

Alexandra joined Wilson Asset Management in 2015. Previously, Alexandra was the National Events and Education Manager for industry association Consult Australia and prior to that she spent two years in the United States as Investor Relations and Marketing Manager at a boutique investment bank in Los Angeles.

Kathryn Sherry Senior Corporate Affairs Advisor BComn (Social Inquiry) T + 61 2 9258 4926

Kathryn works within the Corporate Affairs team, focusing on Future Generation. Previously, Kathryn worked in communications in the education sector and led marketing for the Asia-Pacific region at a financial technology company. Prior to that, she worked at a venture capital firm and in the healthcare sector. Kathryn has eight years’ communication experience.

Olivia Harris Senior Corporate Affairs Advisor BA (French) T + 61 2 9258 4929

Olivia joined Wilson Asset Management in 2019. Previously, Olivia worked in corporate strategy at financial technology company NextGen.Net and at corporate advisory firm Howard & Company in New Zealand. Prior to that, she worked in Washington, DC for the US Department of State. Olivia has five years’ corporate affairs experience.  

Camilla Cox Senior Corporate Affairs Advisor BComn (Public Communications) T + 61 2 9258 4906

Camilla joined Wilson Asset Management in 2020. Previously, Camilla worked at an integrated marketing communications agency, advising clients within the property, finance and consumer sectors. Camilla has five years’ communication experience.   

Elly McNee Senior Corporate Affairs Advisor BCom (Finance & Marketing) BA (Psychology)

Elly joined Wilson Asset Management and Future Generation in 2022. Previously, Elly was an Associate at BlackRock managing BlackRock & iShares Australian social media program and Australia’s Fundamental Equities & Alternatives marketing programs. Prior to this, Elly worked at Telstra for over four years managing the Affiliate marketing program and working across pre-paid, media and at home products.

Zoe Landry Corporate Affairs Advisor BBus (Management & International Business)

Zoe joined Wilson Asset Management in 2021. Previously, Zoe worked at Allianz Insurance responsible for the creation and delivery of communications initiatives across automotive and financial institutions. Prior to this, Zoe worked at a national strategic communications consultancy specialising in regulated sectors and complex stakeholder environments. Zoe has five years’ communication experience.

Emiko Reed Corporate Affairs Advisor BComn (Journalism) BA (International Studies) T + 61 2 9258 4914

Emiko joined Wilson Asset Management in 2019. Emiko has worked with the SBS and International Federation of Journalists, Asia-Pacific.

Bridget Thelander Corporate Affairs Associate BBus (Public Relations and Human Resources)

Bridget joined Wilson Asset Management in 2022. Previously, Bridget worked at a leading communications agency, advising financial and corporate services clients. Bridget completed her Bachelor of Business at the Queensland University of Technology in 2020.

Emily Fuller Social Impact Manager BA Comn MInt Rel GAICD

T + 61 2 9258 4927

Emily is the Social Impact Manager for the Future Generation companies, Australia’s first listed investment companies to deliver both investment and social returns. Emily’s experience in the private and not-for-profit sector spans strategy, communications, research, international development and philanthropy. She has deep expertise in strategic philanthropy, social innovation and spent 10 years as foundation manager of the Vincent Fairfax Family Foundation prior to joining Wilson Asset Management in 2020. Emily is a graduate of the Australian Institute of Company Directors, Director and Investment Committee Member of Sefa Partnerships and Sefa in the impact investment space and a Director of Mundango Abroad, a private ancillary fund grantmaking in Papua New Guinea.

Martyn McCathie Investment Specialist and Investment Committee Member (Future Generation) T + 61 2 9258 4917

Martyn has more than 20 years of domestic and international financial services experience gained in a number of consulting and operational roles. He is currently an Investment Specialist at Wilson Asset Management focused on providing investment insights and managing relationships with professional investors, research providers and investment platforms. Martyn has worked with the Investment Committee (IC) for both Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) since their inception, before formally joining the IC in 2022. Prior to joining Wilson Asset Management in 2015, he held several senior operational and compliance roles at a number of boutique fund managers and large custodians.

William Deer Investment Specialist BCom (Hons) T + +61 2 9258 4915 | M + 0457 595 974

Will Deer has over 25 years’ experience working in financial services in the UK and Australia, holding senior roles in equity research, sales and fund distribution. Prior to joining Wilson Asset Management in 2022, he ran Institutional teams at a number of Global Asset Management companies. He is currently an Investment Specialist at Wilson Asset Management focused on providing investment insights and managing relationships with professional investors, research providers and investment platforms.

Kim Heng Chief Operating Officer BEng, PRINCE2, DipPM

As the Chief Operating Officer, Kim oversees all operations and technology at Wilson Asset Management (International) Pty Limited. Kim Heng has over 25 years of experience in a diverse range of sectors including Financial Services, Superannuation, Information Technology, Health, Travel and Government. Before joining Wilson Asset Management, Kim was the Chief Operating Officer at Australian Ethical. She managed all aspects of the organisational strategy focused on operations and technology. Additionally, Kim managed security, product and program management, data management, and contact center operations. Kim holds a degree in Engineering, PRINCE2 qualification, Diploma in Project Management and completed the General Manager Program (in Strategy).

Grace Lin Operations Manager BCom (Economics) T + 61 2 9258 4916

Prior to joining Wilson Asset Management, Grace worked at a start-up investment firm Spaceship as Fund Operations Manager. Grace joins WAM with over 15 years’ experience across finance, fund accounting, unit pricing, registry support and system migrations gained with Link, StatePlus (now Aware Super), JP Morgan and Royal Bank of Canada (RBC). She has designed and implemented the operations process at Spaceship, delivered the reporting stream as part of the InvestOne project at Link Fund Solutions, deigned the business training for the offshore teams during the outsourcing phases and managed unit pricing teams at both JP Morgan and RBC.

Andrew Finch Senior Investment Operations Analyst BCom CA T + 61 2 9258 4919

Andrew joined Wilson Asset Management in 2018 after working as an accountant with Colonial First State for nearly two years.

Guy Miller Investment Operations Analyst BCom (Economics and Finance) T + 61 2 9247 6755

Guy joined Wilson Asset Management in 2020. Guy has experience in middle and back office operations after working in the listed registry team at Mainstream Fund Services.

Lisa Fagan Head of People & Culture B/Bus (Human Resources) T + 61 2 9258 4902

Lisa Fagan is the Head of People & Culture for Wilson Asset Management and brings over 16 year’s broad Human Resources experience having worked in global teams across multiple regulatory and employment jurisdictions. Lisa’s experience in the Financial Services industry includes asset management, investment banking, global markets, institutional banking, and financial planning. Prior to joining Wilson Asset Management in 2022, Lisa held senior human resources positions with Qantas Airways, Commonwealth Bank of Australia, Credit Suisse, News Corp and Perpetual Limited.

Jonathan Bush Wellness Manager BA (Sports Business) T + 61 2 9247 6755

Jonathan has over 10 years’ experience in executive coaching and mentoring, workplace culture, people management and healthy active lifestyles. Jonathan joined Wilson Asset Management in 2019 as Wellness Manager. Previously, Jonathan spent seven years in London and the US working for Elle Macpherson as a life coach, personal trainer and mentor.

Alice Masson Executive Assistant and Investment Team Assistant BDes (Hons) T + 61 2 9258 4901

Alice is the Executive Assistant to Kate Thorley and provides administration assistance to the investment team. Before joining Wilson Asset Management in 2018, Alice worked in corporate access for Evans and Partners.

Rebecca Scovell Executive Assistant BA (Sports Studies, Sports Administration)

Rebecca is the Executive Assistant to Geoff Wilson. Prior to joining Wilson Asset Management in 2022, Rebecca spent 17 years as EA to the Founding Partners of Pacific Equity Partners.

Eliza Clarke Executive Assistant T + 61 2 9247 6755

Eliza is the Executive Assistant to Caroline Gurney, CEO of Future Generation. Eliza has two years’ administrative experience in residential lending and has been working within the finance industry for four years.

Hannah Eckhardt Corporate Affairs Team Assistant T + 61 2 9258 4962

Hannah joined Wilson Asset Management in 2021 as Team Assistant to the Corporate Affairs Team. Hannah has worked across various industries in Australia and New Zealand.