Investment Committee

David Hartley

Chairman of the Investment Committee

David Hartley is a successful investment professional and senior executive with more than 40 years experience covering all major public and private markets.  His career includes an expansive combination of both non-executive and executive positions, covering hands-on investment management, consulting, multi-manager and Chief Investment Officer roles. 

During his career David also supported the educational activities of FINSIA as a lecturer, author, examiner and marker. In addition to establishing and coaching highly skilled teams, David has extensive experience presenting at numerous investment and superannuation industry events.

  • Current Directorships and Roles include:
    • Director and Chairman of Investment Committee Australian Catholic Superannuation and Retirement Fund
    • Senior Investment Counsel NSW State Super
    • Investment Advisory Committee Chair for NSW Trustee and Guardian
    • Director and Audit Committee Chair for Clearview Nominees
    • Member of the Australasian Institute of Mining and Metallurgy Investment Committee
    • Investment Committee Chair University of Sydney Student Managed Investment Fund
  • Past Directorships and Significant Roles include:
    • Chief Investment Officer SunSuper (2005 to 2015)
  • When CIO at SunSuper rated among 100 most influential Chief Investment Officers globally by Chief Investment Officer Magazine
  • Holding:
    • Graduate - AICD and Senior Fellow of FINSIA
    • Affiliate - Actuaries Institute
    • Bachelor of Arts (Actuarial Studies) from Macquarie University
Ashby Monk

Dr. Ashby Monk

Non-Executive Director

28 years' experience within academia and as a consultant to the pension, sovereign and endowment funds industry.

  • Current Directorships:
    • Executive Director for the Global Projects Centre at Stanford University
    • Co-founder of Long Game Savings, a personal finance company providing a gamified finance app
    • Co-founder and President of Real Capital innovation (RCI), a technology company providing liquidity management tools to pension funds
    • Co-founder of Novarca North America, a consulting and data company that does forensic analysis of the fees and costs paid by pensions to their service providers
  • Significant Roles include:
    • Author of 6 books, 100 scholarly articles and 50+ peer reviewed articles.
  • Holding:
    • Bachelor's in Economics (Princeton University),
    • Master's in International Economics (Universite de Paris I Pantheon Sorbonne),
    • PhD in Economic Geography (Oxford)
Deborah Alliston

Deborah Alliston

Investment Committee Member

Deborah is a deeply experienced investment professional with 35 years in senior investment and leadership roles across funds management and wealth management businesses. 

  • Past Significant Roles:
    • Chief Investment Officer, Multi Asset Group at AMP Capital
    • COO (Investment Management) at BT Investment Management
    • Head of Investments at BT Investment Management
  • Holding:
    • Chartered Financial Analyst (CFA)
    • Bachelor of Business - Charles Sturt University
    • Graduate Australian Institute of Company Directors
    • Senior Fellow FINSIA
Manesh Nathoo
Manesh Nathoo

Manesh Nathoo

Chairman and CEO

Manesh Nathoo is the Founder of Alpha Vista and inventor of the Alpha Vista System (AVS).

25+ years global business experience, 15 years within asset consulting with a focus on developing bespoke data analytic, risk analytic and financial models that encompass quantitative, fundamental and technical analysis approaches for alpha generation and risk management

8 years spent on R&D related to AVS
  • Worked across numerous successful bespoke analytics platforms including:
    • Dynamic Vista Cycle, a patentable pattern recognition system for the "Forecasting of Recursive Cyclical Motions" in market and economic data
    • Development of a proprietary Exchange Traded Options (ETO) analytic with Bloomberg for volatility arbitrage
    • Development of the internationally acclaimed DeMark analytics suite on Bloomberg
  • A recognised industry thought leader, having been hosted by regulators, exchanges, financial institutions and business forums to share insights on international trade, investment trends, analytics, modern securities analysis and valuation techniques.
  • 16 years post-graduate teaching in Applied Finance at FINSIA and later at Kaplan Professional.
  • Awarded "Practitioner of the Year" by Kaplan Institute for domain expertise in asset valuation.
  • Holding:
    • Bachelor of Commerce (Cum Laude) University of South Africa (UNISA);
    • MBA (Cum Laude) Bond University, Australia; and
    • Fellow of the Financial Services Institute of Australasia (FINSIA) (FFIN)
Eric Siegloff

Eric Siegloff

CIO

Investment management professional with 30 years of global industry experience within Financial Services.

Multi-Asset Strategy & Portfolio Management, Dynamic Asset Allocation, Quantitative Strategies, Risk & Diagnostics, Global Equities, Global Trading, Responsible & Sustainable Investing (ESG).

  • Past Directorships and Significant Roles include:
    • Nanuk Asset Management CEO (AU)
    • NNIP Investment Partners Deputy Global CIO (NL)
    • ING Investment Management CIO Asia Pacific (HK)
    • ING Investment Management CIO Macro Strategies & Implementation (AU)
    • BNP Paribas Head of Research (AU)
    • Barclays de Zoette Wedd Chief Economist, Head of Economics & Strategy (AU)
  • Holding:
    • Bachelor of Economics (Hons) University of Tasmania
    • Advanced Management Programme INSEAD
    • Graduate of the Australian Institute of Company Directors (GAICD)
Wade Matterson

Wade Matterson

Investment Committee Member

Helping deliver better retirement outcomes by combining data and technology with behavioural insight.

Wade has worked with clients across the globe, including wealth managers, financial advice businesses, pension funds, asset managers and governments, navigating the challenges presented by an ageing population. Wade's work has traversed all facets of the retirement problem, from understanding the motivations and lifestyles of retirees to the assessment and development of investment strategies and product solutions designed to deliver improved retirement outcomes.

Wade has consulted with organisations and assisted them in the development of digital platforms to educate and inform clients. With a deep understanding of behavioural finance, technology, data and actuarial science, Wade has helped his clients navigate complex issues to deliver engaging and successful consumer solutions.

Wade has been at the forefront of developing innovative solutions for the retirement challenge, including:

Retiree spending and behaviour

Pioneered the analysis of detailed spending and behavioural data for retirement segments, assisting clients understand retiree lifestyles and the factors that influence them.

Financial advice analytics and goals based algorithms

Empowered clients through a state-of-the art, goals-based algorithmic platform. Delivering personalised asset/liability analysis in real-time, the platform is used across a wide range of applications, such as financial planning and robo-advice systems to the delivery of internal analytics to inform product development strategies, marketing and communication programmes.

Product strategy, development and implementation

Wade has worked with clients to combine a deep understanding of retiree behaviour with the assessment of financial strategies to identify product solutions and investment strategies that deliver better retirement outcomes.

  • Holding:
    • B.MathFin, Mathematics and Finance - University of Technology, Sydney
    • Institute of Actuaries of Australia FIAA

Address

Level 7, 4-6 Bligh Street,
Sydney NSW 2000