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COMPANY PROFILE Staff ProfilesInvestment Team
Marketing and Distribution
Administration and LegalInvestment TeamMark Newman, Chief Investment Officer Mark is a co-founder and Executive Director of K2 Asset Management, and is the CIO for the three K2 investment strategies. Mark has many years of Asia-Pacific funds management experience and was previously a senior fund manager with the Abu Dhabi Investment Authority, where he was responsible for Asia ex Japan equity investments. Prior to this Mark was a Director with HSBC Asset Management Hong Kong, where he also specialised in managing Asian portfolios, and an Investment Manager at Wardley Investment Services (Australia) Ltd. Campbell Neal, Managing Director Campbell is a co-founder and Executive Director of K2 Asset Management and is a senior portfolio manager in the Australian and Asian investment team. Campbell was a barrister and solicitor of the Supreme Court of Victoria before moving into financial services in 1986, when he became an Institutional Equities Dealer for Citicorp Scrimgeour Vickers. Prior to founding K2, Campbell was an Executive Vice President of Bankers Trust Australia Ltd, where he was Head of Australian Equities Distribution (Melbourne and Asia). Robert Hand, Senior Portfolio Manager Robert is an Executive Director and Senior Portfolio Manager for K2, responsible for stock selection throughout the Asia-Pacific region. Prior to joining K2 Robert held several senior roles at National Asset Management, including Head of Australian Equities, and was a Senior Portfolio Manager in listed property, international equities (Asia and Europe) and alternative equity assets. Robert has a Masters of Business Administration from Melbourne University. David Poppenbeek, Portfolio Manager David Poppenbeek is a portfolio manager for K2, responsible for stock selection in Australia and the USA. David previously held senior roles as Division Director Institutional Equities Sales for Macquarie Bank, Vice President Institutional Equities Sales for Bankers Trust Australia Ltd and a Quantitative Analyst at Daiwa Securities Ltd. David holds a Bachelor of Applied Science (Mathematics) from RMIT. Nick Griffin, Portfolio Manager Nick Griffin is a portfolio manager specialising in European equities. Prior to joining K2, Nick was Senior Analyst (Global Oil & Gas) at Deutsche Bank UK and was previously Investment Manager Australian Equities for Commonwealth Financial Services. Nick has a Bachelor of Commerce (Hons) from Melbourne University. Roger Watson, Portfolio Manager Roger Watson is a portfolio manager specialising in Asian equities. Prior to joining K2 Roger was Deputy Head of Regional Research for Credit Suisse First Boston based in both Hong Kong and Melbourne. He also held senior roles at KPMG within Asia. Roger holds a Bachelor of Commerce from Deakin University and is a Member of the Institute of Chartered Accountants. Josh Kitchen, Dealer and Portfolio Manager Josh is K2’s primary dealer and assists with Australian stock selection and analysis. Prior to joining K2, Josh was Institutional Dealer at BT Alex Brown. Josh has a Bachelor of Commerce from Deakin University and a Graduate Diploma of Applied Finance & Investment from the Securities Institute of Australia. Nicholas is a dealer for Asia, Australia and New Zealand. Nicholas was previously an Advisor Assistant/Portfolio Service Administrator at JM Financial Group and an Advisor Assistant at Macquarie Bank. He has a Bachelor of Economics/Finance from RMIT. Marketing and DistributionAndrew Hall, Head of Distribution Andrew heads K2’s national distribution effort focusing on the institutional and wholesale markets. Prior to joining K2, Andrew was Head of National Sales Strategy for BT Financial Group. Other experiences include working for HSBC as Head of Equity Dealing, Sydney and an Institutional Sales position at Bankers Trust Australia Ltd in Sydney. Shelley Libbis, Key Account Manager Shelley manages the key financial planning relationships at a dealer group and individual planner level in Victoria. Shelley has a long relationship with the financial planning industry having previously worked at Perpetual and as the State Manager for IOOF. Will Lewis, Business Development Manager Will manages financial planning relationships in Victoria and South Australia. Mary Te, Client Relations Manager Mary is responsible for reporting and analysis, overseeing applications and redemptions and database management. Administration and LegalHollie Wight, Chief Financial Officer Hollie is Chief Financial Officer and an Executive Director of K2, responsible for all financial accounting and report preparation. Hollie was previously an accountant/auditor at PricewaterhouseCoopers. Hollie is a CPA and has a Bachelor of Business (Accountancy) from RMIT. Ruth McClelland, Company Secretary & Legal Counsel Ruth is Company Secretary & Legal Counsel for K2 and is involved in compliance and responsible entity management. Ruth was most recently a Commercial and Financial Services Lawyer for Landers & Rogers Lawyers. Ruth has a Bachelor of Arts and a Bachelor of Laws with Honours from Melbourne University. |
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