BEc, CA, FFin, Grad Dip Applied Finance & Investment
Angus has over 30 years’ experience in investment management and financial services. He is the Chief Executive Officer of Whitefield Ltd and has served as a Director of the Listed Investment Companies & Trusts Association since 2012.
Geoff has over 38 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company and Future Generation Global Investment Company. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations.
Chris is head of the listed products business at Pinnacle Investment Management with responsibility for product development, capital raising, marketing and distribution strategy as well as relationships with service providers, including Pinnacle’s ASX listed closed-end products. Previously Chris was founder/CEO of RMI Investment Managers, a South African based multi-boutique asset manager and prior to that was CEO of Morgan Stanley’s institutional stockbroking and equity capital markets business in South Africa. Chris is a CFA charter holder and finance honours graduate from the University of Cape Town.
Brendan is Managing Director and CEO of $3 billion Listed Investment Company Milton Corporation, which first listed in 1958.
He joined Milton in January 2018 as Deputy Managing Director and was appointed Managing Director and CEO on 1st August 2018.
Brendan is a highly-experienced equity investor and business manager who spent more than 20 years with Citigroup in Sydney, Hong Kong, New York and Tokyo prior to joining Milton. Brendan has a Bachelor of Economics (Syd), Master of Business (UTS) and is a Charted Accountant.
PhD (Applied Science)
David is CEO of Concentrated Leaders Fund Limited and has extensive experience in Australia and internationally covering long only and alternative products. His experience includes dealing with HNW individuals and family offices and previously he has been CIO of Crestone Wealth Management, providing insight to wealth management businesses, their process and client’s needs.
Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, including 14 years at the ASX up until December 2017. His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers. He is well acquainted with the listed investment companies and trusts sector, having worked with many of its member entities over his time at ASX.He has been Chief Executive of the Listed Investment Companies and Trusts Association since January 2018. He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996.