Investment Committee & Portfolio Consultant

Investment Committee & Portfolio Consultant 2017-07-24T16:41:25+00:00

The Fund has access to an Investment Committee comprised of highly experienced industry professionals and a Portfolio Consultant. The Investment Committee and Portfolio Consultant understand the role that technology and innovation play in global and domestic markets and have deep insight and experience in this type of investing.

Investment Committee

DAVID EVANS
DAVID EVANSBCom (Monash) | Chair
David Evans is the Executive Chairman of Evans Dixon Pty Limited, having established Evans and Partners Pty Ltd in June 2007.

Since 1990, he has worked in a variety of roles within JB Were & Son and then the merged entity Goldman Sachs JBWere Pty Ltd. Prior to establishing Evans and Partners, David ran Goldman Sachs JBWere’s (GSJBW) Private Wealth business and the Institutional Equities business. His most recent role at GSJBW was as Managing Director and Chief of Staff.

He is a director of Seven West Media (SWM) and Chairman of the SWM Audit & Risk Committee and a member of the Remuneration & Nomination Committee. He is a member of the Victorian Police Corporate Advisory Group and Chairman of Cricket Australia’s Investment Committee.

Richard Goyder
Richard GoyderAO, BCom (UWA) | Committee member
Richard Goyder joined the Wesfarmers board in July 2002. He has a Bachelor of Commerce degree from The University of Western Australia and completed the Advanced Management Program at the Harvard Business School in 1998. He joined Wesfarmers in 1993, after working in various commercial roles at Tubemakers of Australia Limited. He has held a number of commercial positions in Wesfarmers’ Business Development Department including General Manager. In 1999, Richard was Managing Director of Wesfarmers Dalgety Limited, which subsequently became Wesfarmers Landmark Limited, a position he retained until his appointment as Finance Director of Wesfarmers Limited in 2002. He was appointed Deputy Managing Director and Chief Financial Officer of Wesfarmers Limited in 2004 and assumed the role of Managing Director and Chief Executive Officer in July 2005.

Richard is a director of Gresham Partners Holdings Limited, Chairman of the Australian Football League Commission, and is a director of a number of Wesfarmers Group subsidiaries. He is a director of the Business Council of Australia and The University of Western Australia Business School Advisory Board. In February 2013, Richard was appointed Chairman of the Australian B20 (the key business advisory body to the international economic forum which includes business leaders from all G20 economies). This appointment expired in December 2014. Richard is also Chair of JDRF Australia. He is a Fellow of AICD, incoming director and Chairman of Woodside Petroleum Limited and nominee director of Qantas Airways Limited.

Paul Bassat
Paul BassatBCom, LLB. (Melb) | Committee member
Paul Bassat is a co-founder and major shareholder in Square Peg Capital which is a venture capital fund focussed on investing in early stage technology companies in Australia, Israel and South East Asia.

Paul is a director of Wesfarmers Limited and a Commissioner of the Australian Football League (AFL). He is also on the board of Innovation Australia, the Peter MacCallum Cancer Foundation, the Mount Scopus College Foundation, AFL SportsReady and the P&S Bassat Foundation.

Paul co-founded SEEK in 1997 and served as CEO and then as Joint CEO from 1997-2011. SEEK is the world’s largest online employment business and has market leading businesses in Australia, China, Brazil, Mexico and throughout South East Asia.

Paul started his career as a lawyer and practiced for six years. Paul holds a Bachelor of Laws and a Bachelor of Commerce from The University of Melbourne.

David Thodey
David ThodeyAO, BA (VU Wellington), Hon Doc (Deakin) | Committee member
David Thodey is a global business leader focused on technology and telecommunications with more than 30 years of experience creating brand and shareholder value.

He is currently Chairman of Australia’s national scientific research agency, the Commonwealth Scientific and Industrial Research Organisation (CSIRO), Chairman of JobsNSW focused on job creation in NSW, and on the Advisory Boards of Square Peg Capital and Unified Healthcare Group. David also had a successful career as CEO of Telstra, Australia’s leading telecommunications and information services company.

David holds a Bachelor of Arts in Anthropology and English from Victoria University, Wellington, New Zealand. He attended the Kellogg School of Management postgraduate General Management Program at Northwestern University in Chicago, USA.

Sally Herman
Sally HermanBA (UNSW), GAICD | Committee member
Sally Herman is an experienced non-executive director in the fields of financial services, retail, manufacturing and property. She had a successful executive career in financial services in both Australia and the US, transitioning in late 2010 to a full-time career as a non-executive director.

Prior to that, she had spent 16 years with the Westpac Group, running major business units in most operating divisions of the Group, including the Institutional Bank, Wealth Management (BT Financial) and the Retail and Business Banking division. Her last role at Westpac was as head of Corporate Affairs and Sustainability, a role she held through the merger with St.George and the global financial crisis.

Sally now sits on both listed and unlisted Boards, including three ASX 200 companies, Suncorp Group Limited, Premier Investments Limited and Breville Group Limited. She is also on the Board Investec Property Limited and the Sydney Harbour Federation Trust.

Sally chairs the Board of an independent girls’ school in Sydney, and is actively involved in the community, with a particular interest in education, the arts and disability.

She is a member of Chief Executive Women.

Jeffrey Cole
Jeffrey ColePh.D. | Committee member
Jeffrey Cole has been at the forefront of media and communication technology issues in the United States and internationally for more than three decades. Jeffrey serves as an adviser to governments and many of the largest and most successful companies around the world as they craft digital strategies.

As the founder and director of the World Internet Project, a comprehensive and long-running study on the effects of computer and internet technology in over 35 countries, Jeffrey has worked with more than 50 of the world’s leading brands on digital trends and has delivered over 500 keynote addresses across the globe.

Jeffrey directs the Center for the Digital Future at the USC Annenberg School for Communication and Journalism, where he serves as Research Professor. Prior to joining USC, Jeffrey was a member of the University of California, Los Angeles faculty where he served as Director for the UCLA Center for Communication Policy and won the Distinguished Teaching Award.

Portfolio Consultant

RAYMOND TONG
RAYMOND TONGBE (Hons), BCom, CFA | Portfolio Consultant
Raymond Tong began working in the finance industry in 2002 at UBS Wealth Management as a portfolio reporting analyst before moving to a corporate finance role at Ernst and Young in 2004. Raymond joined Goldman Sachs JBWere (now Goldman Sachs) as an associate analyst in 2005, covering the telecoms, media and gaming sectors. In 2013, Raymond was made lead analyst in the telecoms sector and increased coverage to include the media and internet sectors over the next three years. Raymond has been rated in the top three analysts in the Australian telecoms sector over a number of years.

Raymond completed a Bachelor of Mechanical Engineering (Honours) and Commerce (Finance) at the University of Melbourne in 2001. Raymond has also completed the CFA program in 2007.

Raymond joined Evans and Partners in 2017 as a Senior Research Analyst.