Mark brings a wealth of experience to Yarra Capital Management, with an extensive global career based in London, New York and Melbourne in leadership roles at asset managers and owners.
Prior to joining Yarra Capital Management, Mark was Managing Director and President of the Future Fund, Australia’s $140 billion sovereign wealth fund. His previous roles include CEO of Treasury Group, a listed fund of funds manager with in excess of $17 billion in aggregate funds under management, Executive Vice Chairman and CEO (EMEA) and Global CIO (Equities and Multi-Assets) of Credit Suisse Asset Management based in London with assets under management of over $250 billion.
Mark has also held high profile CIO and senior management roles with American Express Asset Management, Colonial First State Investments, Colonial Group and Bankers Trust.
Mark holds a Bachelor of Commerce (Honours) from the University of Melbourne.
Michael BerkNON-EXECUTIVE DIRECTOR
Michael Berk is a Managing Director at TA Associates, where he co-leads the firm’s North America Services Group and focuses on investments in business and financial services companies.
He is a member of TA’s Core Investment and Portfolio Committees, and he also has responsibility for supporting TA’s Hong Kong office. Michael joined TA in 2004 and has approximately 20 years of experience in the private equity industry.
Michael serves on the Board of Directors of National IPA, Professional Warranty Service Corporation, SpeedCast International, Towne Park and Truck Hero. He also was actively involved in TA’s investments in AboveNet and Keeley Asset Management, and he formerly served on the Boards of Dealer Tire, Microban International and Triumph HealthCare. Prior to joining TA, Michael worked in private equity at JLL Partners and Frontenac Company.
Michael holds an AB degree, magna cum laude, in East Asian Studies from Harvard College, a JD degree, cum laude, from Harvard Law School and an MBA degree from the Harvard Business School.
Masato DegawaNON-EXECUTIVE DIRECTOR | SENIOR ADVISER, JAPAN
A former President and Head of Blackrock Japan, Masato is one of the Asia Pacific region’s most experienced investment professionals.
In addition to his former role with BlackRock, Masato has previously held senior positions with Société Générale Asset Management (Japan) and J.P. Morgan Asset Management. He began his career with Morgan Stanley.
As a Senior Adviser based in Tokyo, Masato is responsible for advising on Yarra Capital Management’s approach to distribution and expansion of the firm’s offer to existing and prospective clients in the Asia Pacific region, with a major focus on Japan. He is also a key point of contact for the firm’s fixed income and multi-asset fund client base in Japan.
Masato holds an MA from the University of Oxford and is a Chartered Financial Analyst®.
Michael GordonNON-EXECUTIVE DIRECTOR
Michael has had a distinguished career in international investment markets, with a long and successful background working for some of the world’s pre-eminent asset managers.
A past Group Executive of Perpetual Investments, Michael began his career with Rothschild before moving to Schroders where he spent approximately nine years in a number of senior roles, including Chief Investment Officer (CIO) of its Australian business. His international experience includes 10 years with Fidelity International in Sydney, Hong Kong and London, where he became CIO, and two years with BNP Paribas Investment Partners as CIO of its Equities division, based in London.In addition to his role as a Non-Executive Director, Michael serves as Chairman of Yarra Capital Management’ Multi-Asset Asset Allocation Committee.
Michael holds a Bachelor of Commerce (Honours) from the University of Technology Sydney.
Mark LazbergerNON-EXECUTIVE DIRECTOR
Mark is one of Australia’s most accomplished investment management executives, with more than 35 years’ experience working with large and successful organisations across Australia, Europe and South-East Asia.
Mark was most recently CEO of Colonial First State Global Asset Management, a role he held for 10 years until December 2018 prior to its acquisition by Japanese bank MUFG in 2019. Mark’s prior experience includes 17 years with State Street in a range of senior positions in Australia, Japan, Hong Kong and the UK.
Mark holds a Bachelor of Commerce from the University of Western Australia and is a qualified Chartered Financial Analyst®.
Edward SippelNON-EXECUTIVE DIRECTOR
Ed is a Managing Director at TA Associates, where he is Co-Head of Asia and manages the Hong Kong office which he helped open in 2011. He focuses on minority equity investments, recapitalisations, and management buyouts of growth companies in the Asia Pacific region. Ed has lived and worked in Asia since 1997.
Ed has 20 years of experience in deal sourcing, due diligence, structuring, portfolio management and exits across numerous Asian markets. On behalf of TA Associates, Ed currently serves on the Board of Directors of SpeedCast Limited in Hong Kong (ASX:SDA), Nintex in Australia, YeePay in China, and was formerly on the Board of Directors of Forgame Tech in China, a TA Company listed on the Hong Kong Stock Exchange.
Previously, Ed was a Partner at Quadrangle Capital Partners, a global private equity firm. He opened the Hong Kong office for Quadrangle in 2007 and headed the firm’s Asian operations. Prior to joining Quadrangle, he worked at TVG Capital Partners as Managing Director and Partner, The Asian Infrastructure Fund, and Morgan Stanley based in in New York.
Ed holds a Bachelor of Arts from Georgetown University.
Dion HershanEXECUTIVE CHAIRMAN AND HEAD OF AUSTRALIAN EQUITIES
Dion is Executive Chairman and Head of Australian Equities. He is responsible for leading the Australian Equities team, and is a Porfolio Manager focussed on large cap equities.
Prior to transitioning to Yarra Capital Management, Dion was the Head of Australian Equities of Goldman Sachs Asset Management, a position he held since July 2007.
He was previously a Fund Manager at Citadel Investment Group based in New York where he managed a long/short portfolio. He also worked as an Analyst and Fund Manager for Boston-based Fidelity Investments, where he was responsible for managing a diversified fund.
Before moving to the US, Dion worked at Boston Consulting Group where he undertook financial and quantitative analysis, project and client account management.
Dion holds a Bachelor of Commerce and a Bachelor of Arts from Monash University and an MBA from Columbia Business School, New York.
Katie HudsonEXECUTIVE DIRECTOR AND HEAD OF AUSTRALIAN EQUITIES RESEARCH
Katie is a portfolio manager focused on the small and midcap universe and, in addition, serves as the Firm's Head of Australian Equities Research.
Katie has more than 20 years of experience in investment markets, including roles as an equities research analyst and portfolio manager. Prior to transitioning to Yarra Capital Management, Katie was a portfolio manager and managing director at Goldman Sachs Asset Management.
Katie has previously worked at JM Financial Group on individual managed account portfolios and at AR Capital, a long/short fund, where she was involved with investment strategy and portfolio management and as an equities analyst and partner at JBWere.
Earlier in her career, Katie spent seven years at PwC where she was a senior manager primarily focused on mergers and acquisitions advisory and transaction support.
Katie holds a Bachelor of Commerce from The University of Melbourne and is a qualified Chartered Accountant.
Roy KeenanHEAD OF AUSTRALIAN FIXED INCOME
Roy is responsible for leading the Fixed Income team at Yarra Capital Management, focusing on Australian Fixed Income and Credit.
Roy has over 30 years’ investment experience both in asset management and trading, specialising in credit products since 1995. He has been part of the investment management team for the Yarra Enhanced Income Funds since the Funds’ inception in 2002 and continues to manage these Funds. Roy is also co-portfolio manager to the Yarra Income Plus Fund.
Before transitioning to Yarra Capital Management, Roy was Head of Australian Credit at Goldman Sachs Asset Management. He joined Goldman Sachs in 1992, where he worked within the firm’s securities division as a price maker/trader in government and corporate bonds, and from 1997 served as Head of the Fixed Income Desk where he specialised in broking and trading high yield products. He joined the Asset Management division in 2008. Prior to joining Goldman Sachs, Roy worked for four years in the Investment Management Division of the State Insurance Office. In 1988, Roy moved to the Treasury Corporation of Victoria and specialised in liability management of debt products, both domestically and offshore.
Roy holds a Bachelor of Business (Accounting) from Swinburne University, Melbourne.
Garvin LouieINTERIM MANAGING DIRECTOR AND HEAD OF LEGAL AND COMPLIANCE
Garvin leads the Firm's day-to-day operations, and also maintains responsibility for the Legal & Compliance functions.
Garvin has 15 years’ experience as a lawyer specialising in the funds and financial services industry. Prior to assuming the role as Yarra Capital Management’s General Counsel in January 2017, he was Senior Legal Counsel working within the Goldman Sachs Legal Department as the dedicated lawyer for the Australian Investment Management Division, covering both the Asset Management and Private Wealth Management businesses since 2010.
At Yarra, Garvin has either led or had senior involvement in a range of critical projects, including the Management Buyout, and transition of operations away from Goldman Sachs and into the Firm's own operating platform. In addition to having overall responsibility for Yarra Capital Management’s Legal & Compliance functions, Garvin is the Company Secretary to each of the Boards in the Yarra Capital Management Group.
Garvin holds Bachelor of Laws and Bachelor of Commerce degrees from the University of Melbourne
Vito D’IntronoCHIEF COMMERCIAL OFFICER
Vito is responsible for leading Yarra Capital Management's Distribution, Product Development and Marketing functions.
Vito has over 20 years’ experience in Funds Management specialising in Distribution Product and Marketing (DPM). Prior to joining Yarra Capital Management, he worked at Challenger Financial Group, most recently as Acting Chief Executive of the Groups DPM function. He was previously Head of Retail across both Challenger and Fidante.
Vito holds a Bachelor of Commerce from Deakin University.
Rob BluzmanisHEAD OF DISTRIBUTION
Rob is responsible for the sales strategy and management of Yarra Capital Management’s Institutional and Intermediary Sales and Client Service team, and is a member of the Senior Management team.
Rob has over 20 years’ experience in asset management sales joining Yarra in April 2021, having previously been Head of Distribution at Nikko AM for the last six years. He has also held senior management roles as a Director at Blackrock Australia.
Rob holds a Bachelor of Commerce (Economics) from Macquarie University, the Graduate Diploma of Applied Finance from FINSIA. He is a Fellow of FINSIA and holds the CIMA® designation.
Tim TooheyHEAD OF MACRO AND STRATEGY
Tim works closely with the investment team, advising on both the outlook for financial markets and asset allocation.
Prior to joining Yarra Capital Management, Tim was Chief Economist of Ellerston Capital’s Global Macro team. With more than 25 years’ industry experience, Tim is one of Australia’s most highly regarded economists. He previously spent 15 years as Chief Economist and Head of Macro Strategy Australia and New Zealand at Goldman Sachs, during which time he was named Australia’s number one economist in the Greenwich survey for 13 consecutive years from 2003-2016.
Tim has a Bachelor of Commerce degree from the University of Melbourne (Honours in Economics) and a Masters of Economics also from The University of Melbourne.
Joel FlemingPORTFOLIO MANAGER, MICROCAPS
Joel is a Portfolio Manager within the Australian Equities team, leading the Firm's Microcaps Strategy.
Joel previously spent seven years at UBS Asset Management, where he was the lead Microcaps Portfolio Manager and was responsible for the analysis of Australian emerging companies. His prior experience includes four years with ING Investment Management and three years at Allianz Global Investors-RCM as a Small Companies Analyst focused on ex-100 industrial companies. Joel began his career with Paterson Ord Minnett, Perth, where he covered emerging WA industrial companies.
Joel holds a Bachelor of Commerce from Curtin University, a Graduate Diploma of Applied Finance and Investment from FINSIA and is a Chartered Financial Analyst®.
Michael SteeleCO-PORTFOLIO MANAGER, SMALL CAPS
Michael is co-Portfolio Manager of the Firm's Smaller Companies strategy and is responsible for analysing the consumer sector and ex-100 companies within the Australian equities team.
Michael previously spent nine years as an investment manager for Goldman Sachs Asset Management.
Michael holds a Bachelor of Commerce and a Bachelor of Agricultural Science (First Class Honours) from The University of Melbourne.
Edward WallerDEPUTY PORTFOLIO MANAGER, EX-20 EQUITIES
Ed is Deputy Portfolio Manager of the Yarra Ex-20 Australian Equities Fund, Co-Portfolio Manager for the Yarra Real Assets Securities Fund and is responsible for research and analysis of banks, diversified financials, infrastructure and utilities securities.
Ed previously worked for 10 years as an investment manager for Goldman Sachs Asset Management.
Prior to that he was a Research Analyst at Adviser Edge Investment Research where he analysed managed investment scheme projects across a broad range of agricultural industries.
Ed holds a Bachelor of Commerce and a Bachelor of Agricultural Science (First Class Honours) from The University of Melbourne.
Marcus RyanDEPUTY PORTFOLIO MANAGER, BROADCAP EQUITIES
Marcus is Deputy Portfolio Manager of the Yarra Australian Equities Fund, Co-Portfolio Manager for the Yarra Real Assets Securities Fund and Yarra Income Plus Fund and is actively involved with the Tax Advantaged Investor investment strategy. He is responsible for research and analysis of real estate, healthcare and building materials securities.
Marcus previously spent 11 years as an investment manager at Goldman Sachs Asset Management, where he also covered real estate, insurance and building materials.
Marcus holds a Bachelor of Engineering (First Class Honours) and a Bachelor of Commerce from Monash University, including abroad programs at Boston College, USA (Carroll School of Management) and the University of Ulm, Germany (Advanced Materials).
Phil StranoPORTFOLIO MANAGER, CREDIT
With an extensive career in asset management and institutional banking, Phil is a credit specialist with a deep understanding of the fixed income landscape.
In 10 years managing portfolios and 20 years analysing financial markets/securities, Phil has amassed extensive experience in all major credit segments. These include listed/unlisted, rated/unrated, investment and sub-investment grade, bonds/loans and derivative instruments.
Prior to joining Yarra Capital Management in May 2017, Phil spent 8 years with Victorian Funds Management Corporation (VFMC) in senior roles managing credit portfolios. He previously spent approximately 4 years with Challenger as a Senior Analyst and a Portfolio Manager, following more than 10 years with National Australia Bank where he worked first as an Economist and Analyst before moving into the institutional banking team to cover credit.
Phil holds a Bachelor of Economics (Honours) from Latrobe University, a Graduate Diploma Applied Finance and Investment (FINSIA) and a Master of Business Administration from the Australian Institute of Management.
Mark O’NeillSENIOR INVESTMENT MANAGER
Mark focuses primarily on portfolio risk, analysis and the construction of Australian Equity strategies. Mark also shares responsibility for equity trading.
Mark joined Yarra Capital Management from Goldman Sachs Asset Management where he had worked since 1999, initially based in London working in the Risk Management and Analysis team.
He joined the Equity Portfolio Construction team in 2004 focusing on Global & European Equity strategies. Mark transferred to the Australian team in 2011.
Mark holds a Bachelor of Business (Hons) from Southampton Solent University, holds the Investment Management Certificate from the UK Society of Investment Professionals and is a Chartered Alternative Investment Analyst®.
Ben LyonsSENIOR INVESTMENT MANAGER
Ben has over 15 years of experience in the equity markets, and is responsible for research and analysis on the Resources and Energy sectors.
Prior to joining Yarra Capital Management, he was a Portfolio Manager at boutique Australian fund manager ATI Asset Management, where he also conducted research coverage of the Resources and Energy sectors.
Previously Ben spent eight years on the sell-side, with senior analytical roles at Macquarie and Citigroup, formulating and communicating investment strategies for institutional investors in Australian and global metals and mining equities.
Ben holds a Bachelor of Accounting from Monash University.
Sam HeffernanINVESTMENT MANAGER, CREDIT
Sam is responsible for analysing and researching Australian investment and non-investment grade corporate credit within Yarra Capital Management’s Fixed Income team.
He has seven years’ experience as a credit market analyst, covering securitised products and corporate debt, and joined Yarra Capital Management in October 2017 from S&P where he was a senior credit analyst responsible for a broad portfolio of listed and unlisted companies across a range of industries.
Sam has a BEng (Hons) in Mechanical Engineering from the University of Leeds and a Master of Applied Finance from Kaplan Professional Education. A qualified mechanical engineer, Sam commenced his career with global environmental consulting firm Leighton O’Brien.
Tina EveristINVESTMENT MANAGER
Tina provides research and analysis on portfolios and fixed income and macro-economic activity within the Fixed Income team.
She also shares responsibility for trading across a range of fixed income, multi-sector and money market capabilities.
Tina has more than 11 years of experience in asset management, commencing her career in June 2006 at Goldman Sachs Asset Management. She has worked across a number of teams, including product development, client services, fund controllers and product management.
Tina holds a Bachelor of Business (Economics and Finance) from RMIT University, Melbourne.
Nicholas CurtisSENIOR INVESTMENT ANALYST
Nicholas is an analyst covering Top 100 consumer stocks within the Australian Equities team.
Previously Nicholas worked for four years for Goldman Sachs Asset Management (GSAM), most recently as an Associate in the Institutional Business supporting client relationships in Victoria, South Australia, ACT and Tasmania. He was a member of GSAM’s Third Party Distribution team focused on client portfolio construction and business development. Nicholas joined GSAM as part of its Graduate Analyst program, which included a three-year training course run by Goldman Sachs University.
Nicholas holds a Bachelor of Business (Banking and Finance) from Monash University.
Olivia DaltonSENIOR INVESTMENT ANALYST
Olivia is an analyst covering Industrial companies within the Australian Equities team.
Olivia joined Yarra Capital Management after spending five years with AustralianSuper, where she was most recently an Equity Analyst covering Infrastructure and Utilities. Olivia previously worked in AustralianSuper’s Unlisted Infrastructure Team following completion of AustralianSuper’s two-year graduate program, during which time she had exposure to its Infrastructure, Property, and Fixed Income teams.
Olivia holds a Bachelor of Commerce and Master of Finance from the University of Melbourne and is a Chartered Financial Analyst®.
Tom TaoINVESTMENT ANALYST
Tom is an analyst covering microcap companies within the Australian Equities team.
Tom joined Yarra Capital Management in May 2019 after spending more than two years with Eight Investment Partners, where he was responsible for analysing small and midcap companies. In previous roles, Tom has covered the telecommunications, media and technology sectors.
Tom holds a Bachelor of Commerce (Curtin University), Master of Financial Analysis (La Trobe University) and is currently undertaking the CFA® program.
Mathew is an analyst covering ex-100 companies within the Australian Equities team.
Prior to joining full-time, Mathew interned with Yarra Capital Management, gaining experience in the Equities, Fixed Income, Marketing and Distribution, and Legal and Compliance teams.
Mathew holds a Bachelor of Commerce (First Class Honours) from The University of Melbourne
David GilmourPORTFOLIO ANALYST AND ESG SPECIALIST
David is a client portfolio management analyst and is responsible for the Australian Equities team’s client communications. He also plays a pivotal role in the Firm's approach to ESG matters.
David was previously an analyst on the Fundamental Equity Client Portfolio Management team of Goldman Sachs Asset Management. David also worked as a financial journalist for more than two years.
David holds a Bachelor of Commerce and a Master of Journalism from The University of Melbourne.
Luke WyndPORTFOLIO ANALYST
Luke is a Portfolio Analyst and is responsible for assisting with the research and analysis of portfolios and macroeconomic activity within the fixed income team.
Luke joined Yarra Capital Management in January 2020 after completing his studies in 2019. During his studies, he worked in client services within the financial planning industry.
Luke holds a Bachelor of Commerce (Finance & Marketing) from The University of Melbourne.
Nick GreenDISTRIBUTION MANAGER - INSTITUTIONAL
Nick is responsible for developing relationships and bringing investment solutions to the Firm's advisory and institutional clients.
Nick previously spent five years with Goldman Sachs Asset Management as a Key Account Manager, responsible for leading the Australian sales team and developing business relationships with key accounts, dealer groups and platforms nationally and advisers within Victoria, Tasmania and Western Australia.
Nick has a Master of Applied Finance and Diploma of Financial Planning from Kaplan Professional Education and an Advanced Diploma in Business from the University of Southern Queensland.
Rommel is responsible for servicing the retail market, focusing onNational Dealer Groups, Platforms, Retail Investment Consultants and IFAs.
Rommel has more than 25 years’ industry experience. He previously spent almost 20 years with Challenger, where he helped develop, manage and implement the retail distribution strategy for more than 20 institutional groups and 200 IFA’s for Challenger Life and the Fidante Boutiques. Before joining Challenger in 2000, Rommel held roles with Citi, Associated Planners and National Mutual.
Rommel has a Graduate Diploma of Financial Planning and a Graduate Diploma of Applied Finance and Investments from the Securities Institute.
Tracy BrownRESEARCH RELATIONSHIP MANAGER
Tracy is responsible for responsible for building and maintaining the Firm's Retail Researcher relationships.
Tracy joined Yarra Capital Management in August 2020. She has more than 20 years’ experience in the financial services industry, having previously worked at many large and successful Australian financial services organisations.
Tracy holds a Bachelor of Business (Finance) from Deakin University and a Graduate Diploma in Applied Finance and Investment from FINSIA.
Simone is responsible for the servicing, onboarding and management of the Firm's institutional client base.
Simone previously spent five years with Goldman Sachs Asset Management within the Institutional team as Client Relationship Manager for Institutional clients across all asset classes.
Simone holds a Bachelor of Commerce from the University of Sydney where she also was awarded a Sydney University Blue. Simone is a current MBA candidate at Macquarie Graduate School of Management.
Lisa WalkerINSTITUTIONAL CLIENT RELATIONSHIP MANAGER
Lisa joined Yarra Capital Management in April 2021, having been with Nikko Asset Management for the last four years.
Lisa has over 20 years’ experience in asset management. She was previously a Client Relationship Manager at Franklin Templeton and Client Relationship Manager at GMO Australia Limited, with a focus on institutional clients, and is a past Senior Asset Management Client Relationship Manager at Barclays Global Investors.
Lisa holds a Bachelor of Commerce (Finance & Marketing) from the University of Sydney, and a Master in Applied Finance & Investments from FINSIA.
Damien is part of Yarra Capital Management's Distribution Team, where he is focused on the intermediary market across NSW, ACT and QLD.
He had previously worked at Lonsec as a BDM, where he distributed its managed accounts and consulting services to the advice market.
Damien holds a Bachelor of Laws/ Bachelor of Commerce from the University of Notre Dame.
Vads VashiDISTRIBUTION ANALYST
Vads is responsible for supporting Yarra Capital Management’s Retail client base.
Vads has previously spent four years within Nikko Asset Management's Distribution team as a Distribution Associate, servicing Retail Clients and Research Houses across all asset classes.
Vads holds a Bachelor of Applied Finance Degree from Macquarie University.
Kazuya MoriCOUNTRY MANAGER JAPAN
Kazuya is responsible for supporting Yarra Capital Management’s Japanese clients. He joined Yarra Capital Management in November 2017, and brings more than 30 years’ experience in Japanese markets.
Kazuya was previously at Daiwa Asset Management, where he was a Senior Fund Manager based in Tokyo, responsible for the supervision of fund managers in the Bond Advisory team. He previously managed one of the firm’s largest bond funds.
He previously spent 10 years with Citibank based in Tokyo, where he was a Senior Foreign Exchange Trader.
Kazuya has a Bachelor of Economics from Keio University, Tokyo.
Miyuki KriharaCLIENT SERVICES JAPAN
Miyuki is responsible for supporting Yarra Capital Management’s Japanese clients.
She has more than 6 years of marketing communications experience in retail funds management, most recently working as an Acquisition Marketing Specialist in Tokyo for Legg Mason where she had responsibility for marketing and sales documentation.
Miyuki holds a Graduate Diploma of Marketing from Swinburne University of Technology.