Wilson Asset Management

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

Geoff has over 38 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 and Chief Investment Officer of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations, you can read his full bio here.

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

Kate has more than 15 years’ experience in the funds management industry and more than 20 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 Global, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is also the Company Secretary of  Future Generation Global Investment Company.

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

Catriona has more than 16 years’ investment experience with over 5 years’ focused on global equities. 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.

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

Matthew has more than 15 years’ experience in the investment industry working as both a portfolio manager and analyst. He gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is the Portfolio Manager responsible for WAM Leaders.

Oscar Oberg Lead Portfolio Manager LLB BBus CFA T + 61 2 9247 6755

Oscar has more than 13 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.

Martin Hickson Lead Portfolio Manager BBus BComp T + 61 2 9258 4994

Martin has more than 11 years’ experience in the funds management industry. Martin joined Wilson Asset Management in 2010 after working with Challenger Financial Services Group in various roles within the funds management division.

Tobias Yao Portfolio Manager BCom CFA T + 61 2 9258 4949

Tobias has 12 years’ experience in the investment industry. Prior to joining Wilson Asset Management, Tobias spent five years as an investment analyst at Pengana Capital and he previously worked in Ernst & Young’s transaction advisory services division.

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

John has 12 years’ industry experience, most recently working at Credit Suisse as a director in equity sales and trading focusing on both large and small caps. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

Nick Healy Global Equity Analyst BEng (Hons) MBA T + 61 2 9247 6755

Nick has more than four years’ investment experience with a focus on international equities. Prior to joining Wilson Asset Management, Nick worked at Fidelity International, based out of their London office, where he covered US industrials. Nick received his MBA from INSEAD in France, where he graduated first in class, prior to which he worked for six years as an engineer with a focus on Australian and international infrastructure projects.

Sam Koch Equity Analyst BBus CFA T + 61 2 9258 4913

Sam has more than three years’ experience in financial markets and has worked in the financial industry for more than six 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.

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

Cooper joined Wilson Asset Management in 2017. Previously, Cooper spent four years’ in the investment industry, most recently working as the DTR for the Institutional Sales division at Hartleys Limited.

Alice Masson Investment Team Assistant BDes (Hons) T + 61 2 9247 6755

Alice provides assistance to the global and domestic investment teams. Before joining Wilson Asset Management in 2018, Alice worked in Corporate Access for Evans and Partners. She holds a Bachelor of Design (Interior Design) (Hons).

Louise Walsh Chief Executive Officer, FGX and FGG LLB BEcon T + 61 2 9247 6755

Louise is the Chief Executive Officer of the Future Generation companies and works with Wilson Asset Management on its philanthropic initiatives. 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 previously 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.

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

Jesse is a Chartered Accountant with over 10 years’ experience working in advisory and assurance services, specialising in funds management. Prior to joining Wilson Asset Management, Jesse worked as the Chief Financial Officer of an ASX listed company. Jesse previously specialised in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies.

Linda Vo Finance Manager BCom CPA T + 61 2 9258 4939

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 Company Secretary for WAM Capital, WAM Leaders, WAM Research and WAM Active.

Colette Connolly Finance Manager BCom Dip Int Rep CA T + 61 2 9258 4916

Before joining Wilson Asset Management, Colette worked in the financial services sector for RARE Infrastructure and prior to that in various accounting and business advisory roles both in Australia and Ireland.

Lillie Johnson Senior Financial Accountant BComm GradDip Acc CPA GIA(Cert) T + 61 2 9258 4938

Lillie has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London over the last 11 years.

Ophelia Lam Financial Accountant 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.

Phil Hughes Financial Accountant BSc (Acc) FCCA T + 61 2 9258 4940

Phil has more than 11 years’ experience in the financial services and property sectors. Before joining Wilson Asset Management, Phil worked in a number of property accounting roles in Australia and in various fund accounting roles in Ireland and the Channel Islands.

Amy Byrne Financial Accountant BCom (Int.) MAcc CA T + 61 2 9247 6755

Amy has over four years’ financial accounting and taxation experience in Australia and Ireland. Prior to joining Wilson Asset Management, Amy worked in accounting and taxation roles in professional services, financial services and media.

James McNamara Head of Corporate Affairs BJourn MComn T + 61 2 9247 6755

James is a corporate affairs advisor with more than 10 years’ experience. Prior to joining Wilson Asset Management, James was a Manager at a leading Australian consultancy, delivering strategic advice to clients in the mining, oil and gas, construction, agribusiness and government sectors throughout the Asia Pacific region.

Alexandra Hopper Irwin Communications Manager BFA T + 61 2 9258 4901

Before joining Wilson Asset Management, 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.

Vincent So Communications & Marketing Advisor BCom MPICT T + 61 2 9247 6755

Vincent has more than eight years’ experience in both the public and private sector. Prior to joining Wilson Asset Management, Vincent worked as a ministerial and electoral staffer across Australian federal and state governments, and in Malaysian federal politics. His experience outside of politics and government is spread primarily across Macquarie Bank, the Royal Bank of Scotland and Oracle as an Associate, Analyst and Consultant respectively.

Emily Macpherson Communications and Marketing Associate BSc (Econ) T + 61 2 9258 4924

Emily has experience in research, policy advisory and communications. Previously, Emily worked in Client Services for Arabesque Asset Management, a sustainable quant fund, in London and interned at PwC UK in the Global Fiscal Policy unit.

Martyn McCathie Head of Operations T + 61 2 9258 4917

Martyn has significant experience in middle and back office operations gained in senior roles in Australia and Scotland. Previously, Martyn spent five years as a Senior Operations Manager at RARE Infrastructure. Prior to Rare Infrastructure Martyn also held positions with RBC Dexia IS in Sydney and RBS Trustee and Depositary Services in Edinburgh, Scotland.

Tyler McKay Investment Operations Administrator BBus T + 61 2 9258 4912

Tyler joined in the Company in 2017, having previously spent time working in Operations at Challenger Limited within its funds management division.

Andrew Finch Investment Operations Administrator BCom 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.

Samantha Acret Executive Assistant T + 61 2 9247 6755

Samantha has 15 years of administration experience across the finance, IT management consulting and legal industries. Prior to joining Wilson Asset Management, Samantha worked at Apostle Asset Management in marketing and administration.

Marika Hemming Executive Assistant T + +61 2 9258 4952

Marika is an Executive Assistant with more than 21 years’ experience supporting executives in the financial services industry.  Before joining Wilson Asset Management, Marika spent over three years supporting the CFO for Macquarie Bank’s Banking and Financial Services division, and prior to this, the Head of M&A at Challenger Limited.

Emma-Marie Norena Receptionist T + 61 2 9247 6755

Before joining Wilson Asset Management, Emma-Marie had nine years’ administration and customer service experience, supporting executives and management teams within various industries.