The Investment Manager has established an Advisory Board to provide it with expert advice and recommendations in relation to portfolio and investment strategy, evaluation of investment opportunities and potential disposals, fund administration and other commercial matters for the Fund.
John left UBS after 24 years of continuous service in 2009, having latterly served as Joint Head of European Prime Broking and COO of Global Cash equities. He was for many years Managing Director and a member of UBS Investment Bank’s Board. In addition to his notable achievements at UBS, John has had substantial regulatory experience, including as a member of the European Securities Markets Expert Group advising the European Commission, where he was Rapporteur (Chair) for the Subcommittees on Non-Equities Market Transparency and Credit Rating Agencies. John has also worked closely over many years with the central bank and regulatory authorities of many Asian countries, such as Korea, Taiwan, India and China, particularly in relation to the opening of their markets to foreign portfolio investment.
John currently holds a range of complementary non-executive roles: he chairs the Advisory Board of ASX-listed Emerging Markets Masters Fund (ASX: EMF), he also chairs the Boards of KCG Europe Limited (the European arm of NYSE-listed KCG Holdings) and Open Door Capital Management (a Greater China Asset Management Company). Finally, John is a non-executive Director of ASX-listed New Energy Solar Limited (ASX: NEW) and a non-executive Director of a UK and African payments business, sQuidcard Limited, in which he was a founder investor from 2006 onwards.
John holds a Bachelor of Arts with honours from Oriel College Oxford University, majoring in Philosophy, Politics and Economics.
John has been a member of the Advisory Board since inception, and was appointed Chairman of the Advisory Board in February 2015. He holds no shares in the capital of the Fund.
For eight years he managed his own financial services business in Hong Kong. This provided unique insights and first-hand experience of the changing landscape within the Asia Pacific region, particularly the opening up of China, the rise of Japan and the Asian tigers and the emergence of India.
More recently, David’s influence and activities have extended to Latin America and Eastern Europe, driven by his interest in, and passion for, the economic potential and growing influence of the four BRIC countries. David’s experience includes engaging with companies, investors and businesses in the rapidly growing BRIC countries, and he has addressed audiences of all sizes on investing and doing business with China and the other BRIC countries. He is a President of the Australia China Small to Medium Enterprises (SME) Association, and in 2009, he was awarded the prestigious Australian Thought Leaders “Expert of the Year”.
Prior to this, June held numerous senior roles at HSBC Bank plc, London, where she was Global Head of Emerging Market Equity Distribution from 2004 to 2006 and Head of Strategy Management for two years after that. June previously worked at UBS AG, where she was Managing Director, Head of Global Equity Production, Global Head of Asian Equities and a director of Asian Equity Sales for 12 years. She also has experience at various London-based Asian equity sales firms, gaining early experience at Montagu Loebl Stanley and Partners, Wi Carr Securities and County Natwest Securities between 1983 and 1991.
June is currently a director of ASX-listed Asian Masters Fund Limited (ASX: AUF) and is a partner in a private consultancy business advising asset managers. She was also previously on the board of HSBC Bank Japan, Aquarius Fund, an Asian fixed income fund, Erudine Holdings Ltd, a financial software consultancy firm, and the Shepherds Bush Housing Group.
June holds a Bachelor of Arts (with honours) from Oxford University, majoring in Philosophy, Politics and Economics.
The investment manager
The Investment Manager is responsible for the overall management of the Fund including making investment recommendations to the Advisory Board, as well as ongoing monitoring of the portfolio, with the aim of increasing Unitholder wealth through the performance of the fund.
Before joining Walsh & Company, Alex was an investment banker, most recently serving as Head of Energy, Australasia, for UBS AG in Sydney and, prior to that, as an investment banker at Credit Suisse First Boston. During his career as an investment banker, Alex advised many of Australia’s and the world’s leading energy, infrastructure and resource companies, working with more than 30 companies on more than $100 billion in announced mergers and acquisitions, and capital markets transactions. Prior to investment banking, Alex worked in the Japanese government bond derivatives markets in London, New York and Sydney.
Alex has a Bachelor of Arts from Cornell University and a Master of Business Administration from The Wharton School, University of Pennsylvania.
She has worked solidly to build on her knowledge and experience in finance including portfolio management, investment advisory, financial planning and venture capital.
One of her past positions saw her working in Brazil to manage the assets of one of the country’s wealthiest families.
Renata holds a Master of Commerce degree from Griffith University and a Bachelor of Business Administration.