INVEST

    BEFORE WE START, WHAT KIND OF INVESTOR ARE YOU?

    AdviserIndividualWholesale
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    Because we own the business, we go the extra mile

    We’re one of the largest and most experienced Australian Equity investment teams, having worked together at Tyndall for an average of 15 years. We have a 50:50 joint venture with the business, which ensures an alignment of interests and fosters a strong performance culture. Each analyst covers 15 –20 stocks and shares coverage with at least one other analyst. This approach provides diversity of opinions and rigorous peer review, which ultimately leads to superior customer outcomes and a stable and motivated team.

    Brad Potter

    Head of Australian Equities
    B Science (Hons), Graduate Diploma of Applied Finance & Investment (SIA)

    Brad has over 31 years’ experience in investment management. He manages the Australian equities team, process and portfolios. Prior to joining Tyndall, he was a Director at Westpac, a Senior Resource Analyst with Ord Minnett and was a geologist in his early career.

    .....

    Co-portfolio manager: Tyndall Australian Share Wholesale Strategy and Tyndall AM CVA Plus Strategy

    Sector coverage: Banks

    Tim Johnston

    Deputy Head of Australian Equities

    B Economics, CA, CFA

    Tim has over 26 years’ experience in investment management and accounting. He is responsible for investment research, and the operational management of the Australian equities team. Prior to joining Tyndall, Tim worked as a Chartered Accountant providing reporting, tax and general business services.

    .....

    Co-portfolio manager: Tyndall Australian Share Concentrated Strategy

    Sector coverage: Healthcare, Energy

    Jason Kim

    Portfolio Manager & Senior Analyst

    B Economics, M Economics, F. Fin, FIAA (Fellow of the Institute of Actuaries of Australia)

    Jason has over 28 years’ experience in investment management. Prior to joining Tyndall, Jason worked with ASSIRT and Deutsche Funds Management as an analyst and portfolio manager focusing on strategic asset allocation, managed funds research and risk control.

    .....

    Co-portfolio manager: Tyndall Australian Share Wholesale Strategy and Tyndall CVA Plus Strategy

    Sector coverage: Insurance

    Malcolm Whitten

    Portfolio Manager

    B Business, Graduate Diploma of Applied Finance & Investment (SIA), CFA

    Malcolm has over 29 years’ experience in investment management. He is responsible for preparing portfolio construction, risk exposure reports and participating in the peer equity research review process. Prior to joining Tyndall Malcolm was an equity derivatives research analyst for James Capel Australia (a subsidiary of HSBC).

    .....

    Co-portfolio manager: Tyndall Australian Share Income Strategy Equity dealer

    Michael Ward

    Senior Research Analyst

    B Business & B Laws, Graduate Diploma of Applied Finance & Investment (SIA)

    Michael has over 22 years’ experience in equity analysis. Prior to joining Tyndall, Michael was Executive Director – Equities Research at Commonwealth Bank of Australia. Previously, Michael held Equities Research roles at Morgan Stanley, Credit Suisse, and PricewaterhouseCoopers.

    .....

    Sector coverage: Basic Materials, Miscellaneous Industrials, and Contractors.

    Craig Young

    Senior Research Analyst

    B Economics, CPA, M Applied Finance

    Craig has over 27 years’ experience in investment management and accounting. Prior to joining Tyndall AM, Craig was a Graduate Accountant with Hong Kong Bank before becoming an investment analyst with Tyndall.

    .....

    Sector coverage: Banks, Retail, Food & Beverage, Telecommunications

    James Nguyen

    Portfolio Manager & Senior Analyst

    B Commerce (Hons)/B Law; MA Economics (Hons)

    James has over 19 years’ experience in investment management. Prior to joining Tyndall, James was an Equity Analyst and Portfolio Manager at DVA Capital specializing in Asian equities, an Asset Consultant with JANA Investment Advisers and a Risk Analyst with Deloitte Australia.

    .....

    Portfolio manager: Tyndall Australian Share ex-20 Strategy

    Sector coverage: Diversified Financials, Gaming, Utilities & Infrastructure

    Stefan Hansen

    Senior Research Analyst

    B Science (Hons), Graduate Diploma of Applied Finance & Investment (SIA)

    Stefan has over 12 years’ experience in equity analysis and 8 years’ experience within the Petroleum and Chemical industries. Prior to joining Tyndall, Stefan was a Vice President at Morgan Stanley. Previously, he held Equities Research roles at Austock, and Aegis Equities research.

    .....

    Sector coverage: Mining, Energy

    Michael Maughan

    Portfolio Manager & Senior Analyst

    B Commerce, CA

    Michael has over 22 years’ experience in investment management. Prior to joining Tyndall, Michael was a research analyst with BNP Paribas and then an analyst and portfolio manager with Gartmore Investment Management.

    .....

    Co-portfolio manager: Tyndall Australian Share Income Strategy

    Sector coverage: Media, Telecommunications, Transportation/Logistics

    Vincent Li

    Research Analyst

    B Commerce/Economics, CFA

    Vincent has over 5 years’ experience in equity analysis and supports the team with database management, quant modelling and risk reports for the Australian equity portfolios. Prior to joining Tyndall AM, Vincent worked for Suncorp and Towers Watson.

    .....

    Sector coverage: A-REITs, Industrials, Agriculture

    David Thoms

    Equity Dealer

    Graduate Diploma of Applied Finance & Investment (SIA)

    David has over 16 years’ experience in investment management. He is responsible for implementing the execution of equity and derivatives trading across the Australian equity portfolios. Prior to joining Tyndall, David held equity dealing roles at Bennelong Asset Management and Perpetual Investments.

    .....

    Equity dealer

    Rob Bluzmanis

    Head of Distribution

    Email: [email protected]

    Call: +61 (0)2 8072 6380

    Rob is responsible for the sales strategy and management of Yarra Capital Management’s Institutional and Intermediary Sales and Client Service team, and is a member of the Senior Management team.
    Rob has over 20 years’ experience in asset management sales joining Yarra in April 2021, having previously been Head of Distribution at Nikko AM for the last six years. He has also held senior management roles as a Director at Blackrock Australia.

    .....

    Nick Green

    Distribution Manager - Institutional

    Email: [email protected]

    Call: +61 (0)3 9002 1922

    Nick is responsible for developing relationships and bringing investment solutions to the Firm’s advisory and institutional clients.
    Nick previously spent five years with Goldman Sachs Asset Management as a Key Account Manager, responsible for leading the Australian sales team and developing business relationships with key accounts, dealer groups and platforms nationally and advisers within Victoria, Tasmania and Western Australia.

    .....

    Rommel Hacopian

    Distribution Manager - Intermediary

    Email: [email protected]

    Call: +61 (0)2 8381 4625

    Rommel is responsible for servicing the retail market, focusing onNational Dealer Groups, Platforms, Retail Investment Consultants and IFAs.
    Rommel has more than 25 years’ industry experience. He previously spent almost 20 years with Challenger, where he helped develop, manage and implement the retail distribution strategy for more than 20 institutional groups and 200 IFA’s for Challenger Life and the Fidante Boutiques. Before joining Challenger in 2000, Rommel held roles with Citi, Associated Planners and National Mutual.

    .....

    Tracy Brown

    Research Relationship Manager

    Email: [email protected]

    Call: +61 (0)3 9002 1925

    Tracy is responsible for responsible for building and maintaining the Firm’s Retail Researcher relationships.
    Tracy joined Yarra Capital Management in August 2020. She has more than 20 years’ experience in the financial services industry, having previously worked at many large and successful Australian financial services organisations.

    .....

    Lisa Walker

    Senior Institutional Client Relationship Manager

    Email: [email protected]

    Call: +61 (0)2 8072 6392

    Lisa joined Yarra Capital Management in April 2021, having been with Nikko Asset Management for the last four years.
    Lisa has over 20 years’ experience in asset management. She was previously a Client Relationship Manager at Franklin Templeton and Client Relationship Manager at GMO Australia Limited, with a focus on institutional clients, and is a past Senior Asset Management Client Relationship Manager at Barclays Global Investors.

    .....

    Simone Conacher

    Institutional Client Relationship Manager

    Email: [email protected]

    Call: +61 (0)2 8381 4644

    Simone is responsible for the servicing, onboarding and management of the Firm’s institutional client base.
    Simone previously spent five years with Goldman Sachs Asset Management within the Institutional team as Client Relationship Manager for Institutional clients across all asset classes.
    Simone holds a Bachelor of Commerce from the University of Sydney where she also was awarded a Sydney University Blue. Simone is a current MBA candidate at Macquarie Graduate School of Management.

    .....

    Vads Vashi

    Institutional Client Relationship Manager

    Email: [email protected]

    Call: +61 (0)2 8072 6375

    Vads is responsible for supporting Yarra Capital Management’s clients.
    She previously spent four years within Nikko Asset Management’s Distribution team as a Distribution Associate, servicing Retail Clients and Research Houses across all asset classes.

    .....

    Damian Casey

    Distribution Manager - Intermediary

    Email: [email protected]

    Call: +61 (0)2 8072 6383

    Damien is part of Yarra Capital Management’s Distribution Team, where he is focused on the intermediary market across NSW, ACT and QLD.
    He previously worked at Lonsec as a BDM, where he distributed its managed accounts and consulting services to the advice market.
    Damien holds a Bachelor of Laws/ Bachelor of Commerce from the University of Notre Dame.

    .....

    Robbie Parkinson

    Distribution Manager - Intermediary

    Email: [email protected]

    Call: +61 (0)3 8672 9213

    Robbie is part of Yarra Capital Management’s Distribution Team, where he is focused on the intermediary market across VIC, SA, TAS and WA.
    He previously worked at IRESS as a National Account Manager, and prior to that was a Financial Planner, having worked in the industry since 2006.

    .....

    One of Australia’s largest and most experienced investment teams

    How to invest

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    Contact Investor Services on 1800 251 589 or for wholesale investors
    contact our distribution team on +61 2 8072 6300.