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.

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

    Sector coverage: Banks, Utilities

    Tim Johnston

    Deputy Head of Australian Equities

    B Economics, CA, CFA

    Tim has over 28 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.

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    Co-portfolio manager: Tyndall Australian Small Companies Fund and Tyndall Australian Share Concentrated Strategy

    Sector coverage: Small Caps, Healthcare

    Jason Kim

    Portfolio Manager & Senior Analyst

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

    Jason has over 30 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.

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

    Sector coverage: Insurance, Diversified Financials

    Michael Ward

    Senior Research Analyst

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

    Michael has over 24 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.

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

    Craig Young

    Senior Research Analyst

    B Economics, CPA, M Applied Finance

    Craig has over 29 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, Gaming, Consumer Discretionary

    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 Small Companies Fund and Tyndall Australian Share ex-20 Strategy

    Sector coverage: Diversified Financials, Gaming, Utilities & Infrastructure

    Michael Maughan

    Portfolio Manager & Senior Analyst

    B Commerce, CA

    Michael has over 24 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.

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    Co-portfolio manager: Tyndall Australian Share Income Strategy

    Sector coverage: Media, Telecommunications, Transportation/Logistics

    Tom Hays

    Research Analyst

    LLB (Hons), GradDip of Legal Practice, BSc, CFA

    Tom has over 8 years’ of relevant experience in equity analysis of the resources sector. Previously, Tom held roles at BHP, predominantly within the Chief Development Officer’s corporate development team, where he was responsible for long-term price forecasting of commodities, business development, mergers & acquisitions, as well as BHP’s in-house venture investments vehicle.

    .....

    Sector coverage: Energy, Mining & Metals

    Vincent Li

    Research Analyst

    B Commerce/Economics, CFA

    Vincent has over 8 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.

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    Sector coverage: A-REITs, Industrials, Agriculture, Gaming

    Lillie Greiner

    Research Analyst

    B Accounting

    Lillie joined Tyndall in January 2022 as a research analyst, having completed a Bachelor of Accounting as part of UTS’ Co-op Scholarship program. As part of her undergraduate program, Lillie worked at Macquarie Capital as a Financial Control Intern and at Perpetual Limited as an External Reporting Intern.

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    Sector coverage: Healthcare

    David Thoms

    Equity Dealer

    Graduate Diploma of Applied Finance & Investment (SIA)

    David has over 19 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

    Nick Green

    Head of Institutional

    Email: [email protected]

    Call: +61 (0)3 9002 1922

    Nick leads the institutional client team and 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

    Head of Intermediary

    Email: [email protected]

    Call: +61 (0)2 8381 4625

    Rommel leads the intermediary client team and is responsible for servicing the retail market, focusing on National 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.

    .....

    Tony Andronaco

    Distribution Manager – Intermediary

    Email: [email protected]

    Call: +61 (0)3 9002 1914

    Tony is part of the Distribution Team, where he is focused on the intermediary market across VIC, SA, WA and TAS.

    He has more than 15 years’ experience, joining the business in January 2022 from Macquarie where he worked with some of Australia’s largest IFA groups. Tony’s previous roles include working with Fidelity, where he was an Account Manager (VIC/TAS), and Morgans where he was a stockbroker and financial adviser responsible for direct equities trading and portfolio construction.

    .....

    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.

    Damien 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.

    .....

    John Sotiropoulos

    Distribution Manager - Intermediary

    Email: [email protected]

    Call: +61 (0)2 8072 6326

    John 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 Macquarie as a Relationship Manager before managing a team focused on the distribution and servicing of opportunities in the Banking and Financial Services division. John holds a Bachelor of Arts/International Business from the University of New South Wales.

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    Tim Mugglestone

    Research Relationship Manager

    Email: [email protected]

    Call: +61 (0)2 8072 6377

    Tim is a Research Relationship Manager responsible for managing and developing deep relationships with key research houses. Tim provides end-to-end management of investment strategy reviews, working closely with the leadership team to showcase the Firm’s investment capabilities. He joined the business in March 2022 from BT, where he was an investment specialist responsible for the management of wholesale, institutional and retail relationships and new business opportunities.

     

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    Simone Conacher

    Senior 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.

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    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.

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    One of Australia’s largest and most experienced investment teams

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