Our team2021-02-15T14:25:25+11:00
Investment Committee   
Portfolio Manager

Investment Committee

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

DAVID EVANSBEc (Monash) | Chair
David Evans is the Executive Chairman of E&P Financial Group 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 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 was appointed Deputy Managing Director and Chief Financial Officer of Wesfarmers in May 2004 and assumed the role of Managing Director and Chief Executive Officer on 13 July 2005.

He joined the Board of Wesfarmers Limited in 2002 and was a Director of a number of Wesfarmers group subsidiaries. He retired from the group in November 2017.
He is currently Chair of the Australian Football League, Chair of JDRF Australia, a Director and Chairman of Woodside and Qantas Airways. He was appointed Chairman of the Australian B20 in February 2013.

Richard was made an Officer of the Order of Australia in 2013 for distinguished service to business through executive roles and through the promotion of corporate sponsorship of the arts and Indigenous programs, and to the community.

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 of Investec Property Limited, E&P Financial Group 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 Manager

RAYMOND TONGBE (Hons), BCom, CFA | Portfolio Manager
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.

JAMES HOLSTONBCom(Hons) | Investment Analyst
James began his career in Equities Research with the Royal Bank of Scotland before working in Investment Banking (M&A, Debt Advisory) at Greenhill & Co. and Canterbury Partners.

James joined Evans and Partners in January 2017 as an Associate Analyst, working in the Telecom, Media and Technology Team in Equities Research. At this time James also began working with the Evans & Partners Global Disruption Fund team.

James completed a Bachelor of Commerce (Honours) at the University of Melbourne in 2010, majoring in Accounting and Finance, and has completed Level 1 of the CFA program.

Investment Manager

Orca Funds Management Pty Limited is the investment manager for the Fund and is responsible for investment decisions.  The directors of the Investment Manager are:

ALEX MACLACHLANBA (Cornell), MBA (Wharton) | Director
Alex established the Funds Management division of E&P Financial Group in 2008. From funds under management of under $100 million at the time of his start, Alex has grown the Funds Management division to circa $6 billion of funds under management today, with investments across fixed income, private equity, listed equities, residential and commercial property and renewable energy.

Prior to his current role, Alex was an investment banker at UBS AG, where he rose to Head of Energy for Australasia. During his tenure in investment banking, Alex worked on more than $100 billion in mergers and acquisitions and capital markets transactions, advising some of the world’s leading companies.

Alex has a Bachelor of Arts from Cornell University and a Masters’ of Business Administration from The Wharton School, University of Pennsylvania.

JACLYN STRELOWBJus, LLB. (Hons) (QUT), MBA (MELB) | Director
Jaclyn joined E&P Funds in 2016 to lead corporate finance and capital raising transactions. Jaclyn has a corporate law background and brings substantial experience specialising in debt and equity markets, mergers and acquisitions and corporate development in Australia and the UK, working in listed company and professional services environments.

Prior to joining E&P Funds, Jaclyn was legal counsel for Aurizon, managing legal risk and strategy across the business development, M&A, strategy, governance and treasury functions. Prior to Aurizon, Jaclyn worked as legal counsel in capital markets and professional services with Instinet and PwC Legal in London, and Mallesons Stephen Jaques in Australia.

Jaclyn holds a Bachelor of Laws (Honours) and Bachelor of Justice from Queensland University of Technology, and a Master of Business Administration from The University of Melbourne.

Responsible Entity

The Responsible Entity is responsible for the operation of the Fund. The Directors of the Responsible Entity are:

Stuart Nisbett
Stuart NisbettBCom, MCom (UNSW), CA | Independent Chairman
Stuart joined the board of the Responsible Entity as the independent Chairman in December 2019. Stuart has more than 30 years’ experience in property development, project finance, funds management, equity and debt raising and real estate corporate advisory in Australia and Asia and is the founder and principal of independent corporate advisory firm, Archerfield Partners. Prior to founding Archerfield, Stuart held senior banking and investment banking roles with ANZ, NM Rothschild & Sons (Australia) and Macquarie Bank and as a senior finance and development executive with the Lend Lease group.

Stuart is a Chartered Accountant and holds a Bachelor of Commerce with Merit and a Master of Commerce from the University of NSW, and in 2005 was appointed a Fellow of the Australian Property Institute.

Peter Shear
Peter ShearBBus (UTS), EMBA (AGSM), CA | Independent Director
Peter joined the board of the Responsible Entity as an independent Director in December 2019. Peter has significant expertise in funds management, financial advisory and complex lending arrangements including leveraged finance, property development and debt workout situations. Peter was most recently Co-Managing Partner of Opportunistic Lending and Special Situations at LIM Advisors. Prior to this role, Peter held the positions of Chief Risk Officer and Managing Director & Head of Corporate and Structured Finance at Lloyds Banking Group (and its predecessor HBOS plc) in Australia. Peter was also previously a Partner in Corporate Finance & Restructuring at Ernst & Young.

He has had various advisory and non-executive director roles for global credit funds and was the NRL’s Board representative on Newcastle Knights Rugby League.

Peter has a Bachelor of Business from the University of Technology Sydney, an Executive MBA from AGSM, is a member of Chartered Accountants Australia and New Zealand, a Fellow of FINSIA and a Graduate Member of the Australian Institute of Company Directors.

Warwick Keneally
Warwick KeneallyBEc, BCom (ANU), CA | Director
Warwick Keneally is currently Head of Finance at E&P Funds Management, the funds management division of E&P Financial Group and Director of the Responsible Entity. Before joining E&P Funds, Warwick worked in chartered accounting firms specialising in turnaround and restructuring. Warwick started his career with KPMG, working in their Canberra, Sydney and London offices and has undertaken a range of complex restructuring and insolvency engagements across Europe, UK and Australia, for a range of Australian, UK, European and US banks.

Warwick has worked with companies and lenders to develop and implement strategic business options, provide advice in relation to continuous disclosure requirements, develop cash forecasting training for national firms, and lectured on cash management. Among his former roles, Warwick worked on the initial stages of the HIH insolvency as part of the key management group tasked with the wind-down of the global estate.

Warwick has a Bachelor of Economics and Bachelor of Commerce from Australian National University and is a Member of the Institute of Chartered Accountants in Australia.

MIKE ADAMSLLB (Otago) | Director
Mike has extensive experience across a broad range of corporate, commercial and private client sectors. His core practice areas involve the provision of advice and transactional expertise in relation to new and existing retail financial products and the regulatory framework within which they operate, as well as debt and equity financing, intellectual property, and film and television media law among others. Mike has previously worked in private practice, public sector and in-house roles in Australia, New Zealand and the United Kingdom, acting across multiple industries for a variety of clients, including high-net-worth individuals, banks and financial institutions, as well as numerous listed and unlisted corporate entities.

Mike is also a director with Barnett Law, a Sydney-based financial services law firm, and is admitted as a solicitor of the Supreme Court of NSW. He has a Bachelor of Laws from the University of Otago.

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