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.
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.
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 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.
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.
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, Evans Dixon 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.
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.
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 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.
Evans and Partners Investment Management Pty Limited is the investment manager for the Fund and is responsible for investment decisions. The directors of the Investment Manager are:
From funds under management of under $100 million at the time of his start, Alex has grown Walsh & Company to a multi-billion-dollar global fund manager. With operations spanning Australia, the United States, and Europe, Walsh & Company today manages investments across global infrastructure, property, private equity, listed equities, and fixed income.
Prior to joining Dixon Advisory, 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.
Prior to joining Walsh & Company, 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.
The Responsible Entity is responsible for the operation of the Fund. The Directors of the Responsible Entity are:
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.
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 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 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.