Founded in 2013 via a lift-out from a successful investment manager, our team has long understood what it takes to build an investment management business from the inside out. As an experienced and trusted partner, we work with our investment managers to provide leading-edge competencies, true client care and attention to detail, with a set of values and culture that drives results.
At Channel, we strongly believe in the power of true alignment - we offer an economic structure which assures our partners of pure independence to build their version of a successful business. We provide capital and scale along with the full spectrum of functions essential to build and run the highest quality investment management business.
The Channel Capital Group also comprises our subsidiary companies - Channel Investment Management Limited, Channel Capital Cayman, and Eolas Capital LLC. Channel Capital is supported by our own financial partner, Kudu Investment Management LLC.
Client service is embedded in everything we do. We believe the best way to support our partners is to provide their investors with the highest level of honesty, care and efficient service. Our range of client relationships covers institutional, sophisticated, high net worth, platform and adviser-led investors, as well as asset consultants and ratings houses. For investors, we aim to provide contemporary and differentiated investment solutions to help preserve and enhance wealth.
"Our clients gain the benefit of a senior team who have spent their careers designing, building, and managing the businesses and operations of multi-billion dollar institutional investment managers.”
Glen has designed, built and operated businesses for a variety of Australian and global investment managers throughout his 26-year career in the investment management industry. His experience covers strategies ranging from vanilla domestic equities to exotic global derivatives. After spending a decade offshore with the Bank of Bermuda and Credit Suisse, Glen returned to Australia in 2007, ran the successful launch of Solaris Investment Management in 2008, and co-founded Channel Capital in 2013. He also serves as Director of our Responsible Entity, Channel Investment Management Limited, as well as a number of our affiliate investment manager partners’ Boards.
Glen holds a Bachelor of Commerce and MBA from the University of Queensland, and is a Fellow of CPA Australia.
Glen has designed, built and operated businesses for a variety of Australian and global investment managers throughout his 26-year career in the investment management industry. His experience covers strategies ranging from vanilla domestic equities to exotic global derivatives. After spending a decade offshore with the Bank of Bermuda and Credit Suisse, Glen returned to Australia in 2007, ran the successful launch of Solaris Investment Management in 2008, and co-founded Channel Capital in 2013. He also serves as Director of our Responsible Entity, Channel Investment Management Limited, as well as a number of our affiliate investment manager partners’ Boards.
Glen holds a Bachelor of Commerce and MBA from the University of Queensland, and is a Fellow of CPA Australia.
Katherine is a legally trained, financial services professional with extensive knowledge and experience in the funds management industry. For nearly three decades, Katherine has forged a strong track record in building and positioning investment management businesses for growth, maintaining accountability and developing quality client relationships. She was the former Head of Marketing and Client Services for Suncorp Investment Management Limited from 2004-2008, after which she occupied a similar role with Solaris Investment Management Limited from 2008 until co-founding Channel Capital in 2013. Katherine also serves as a Director of our Responsible Entity, Channel Investment Management Limited, and holds directorships for other group-related entities.
Katherine holds a Bachelor of Laws (Honours) from Bond University.
Katherine is a legally trained, financial services professional with extensive knowledge and experience in the funds management industry. For nearly three decades, Katherine has forged a strong track record in building and positioning investment management businesses for growth, maintaining accountability and developing quality client relationships. She was the former Head of Marketing and Client Services for Suncorp Investment Management Limited from 2004-2008, after which she occupied a similar role with Solaris Investment Management Limited from 2008 until co-founding Channel Capital in 2013. Katherine also serves as a Director of our Responsible Entity, Channel Investment Management Limited, and holds directorships for other group-related entities.
Katherine holds a Bachelor of Laws (Honours) from Bond University.
Josh is responsible for the efficient working of all Channel Capital’s operations. He co-ordinates the teams responsible for IT, Client Services, Investment Operations and Performance Analytics as well as the overall Business Continuity and Disaster Recovery environment for Channel Capital and its investment manager partners. Prior to the establishment of Channel Capital in 2013, Josh was Head of Investment Operations for Solaris Investment Management for a period of two years. Prior to this, Josh held the role of Manager of Investment Operations at White Outsourcing (for eight years), a third party fund administrator offering outsourced services to boutique funds management groups.
Josh is responsible for the efficient working of all Channel Capital’s operations. He co-ordinates the teams responsible for IT, Client Services, Investment Operations and Performance Analytics as well as the overall Business Continuity and Disaster Recovery environment for Channel Capital and its investment manager partners. Prior to the establishment of Channel Capital in 2013, Josh was Head of Investment Operations for Solaris Investment Management for a period of two years. Prior to this, Josh held the role of Manager of Investment Operations at White Outsourcing (for eight years), a third party fund administrator offering outsourced services to boutique funds management groups.
Mathew is responsible for the strategic direction, management and efficient support of all Technology Infrastructure and business systems. Bringing 23 years of business and technology experience with him, Mathew has developed a reputation for delivering business value through technology. Prior to Channel, Mathew held senior management positions including IT Manager, Director of ICT, and CIO across a variety of industries including FMCG, Mining, and Health.
Mat holds a Bachelor of IT (Hons) and MBA from the University of Queensland, as well as a Prince2 Practitioner certification.
Mathew is responsible for the strategic direction, management and efficient support of all Technology Infrastructure and business systems. Bringing 23 years of business and technology experience with him, Mathew has developed a reputation for delivering business value through technology. Prior to Channel, Mathew held senior management positions including IT Manager, Director of ICT, and CIO across a variety of industries including FMCG, Mining, and Health.
Mat holds a Bachelor of IT (Hons) and MBA from the University of Queensland, as well as a Prince2 Practitioner certification.
Des Mac Intyre is Managing Director and co-founder of Eolas Capital, the North America subsidiary of Channel Capital. Before forming New York-based Eolas, Des was Chairman & CEO for Mellon Investment Corporation, a multi-asset solutions subsidiary of BNY Mellon with $613 billion in client assets as of Dec. 31, 2020. Des was also responsible for representing BNY Mellon's minority ownership interest in Siguler Guff, a multi-strategy private equity boutique.
Des previously served as CEO for BNY Asset Management North America, responsible for overseeing the firm’s US- businesses and relationships. During his tenure, he set up xBK, Mellon’s trading service firm. Previously, Des was Head of Investment Process Oversight for Bridgewater Associates and Chairman and Chief Executive Officer for Standish Mellon Asset Management.
His investment management experience spans more than three decades and also includes roles as Chief Operating Officer for Pareto Partners, Head of European Pension Strategies for Deutsche Asset Management and Head of Risk and Treasurer for General Motors Asset Management.
Des has an MPhil in Management Studies from the University of Exeter and a bachelor of arts from University College Dublin. He has completed an Advanced Management Program at Harvard Business School.
Des Mac Intyre is Managing Director and co-founder of Eolas Capital, the North America subsidiary of Channel Capital. Before forming New York-based Eolas, Des was Chairman & CEO for Mellon Investment Corporation, a multi-asset solutions subsidiary of BNY Mellon with $613 billion in client assets as of Dec. 31, 2020. Des was also responsible for representing BNY Mellon's minority ownership interest in Siguler Guff, a multi-strategy private equity boutique.
Des previously served as CEO for BNY Asset Management North America, responsible for overseeing the firm’s US- businesses and relationships. During his tenure, he set up xBK, Mellon’s trading service firm. Previously, Des was Head of Investment Process Oversight for Bridgewater Associates and Chairman and Chief Executive Officer for Standish Mellon Asset Management.
His investment management experience spans more than three decades and also includes roles as Chief Operating Officer for Pareto Partners, Head of European Pension Strategies for Deutsche Asset Management and Head of Risk and Treasurer for General Motors Asset Management.
Des has an MPhil in Management Studies from the University of Exeter and a bachelor of arts from University College Dublin. He has completed an Advanced Management Program at Harvard Business School.
Mark leads Channel Capital’s Cayman Islands office, providing fund governance and related services to offshore investment funds. He has served as a fund director for Cayman Islands and other offshore investment funds covering a wide range of hedge, private equity and infrastructure strategies as well as bespoke special purpose vehicles since 2008 and has been living in the Cayman Islands since 2005.
Mark is a Chartered Accountant, a member of the Cayman Islands Institute of Professional Accountants, the Cayman Islands Directors Association and the Chartered Governance Institute of Canada and holds a Bachelor of Commerce and a Bachelor of Economics, both from the University of Queensland.
Mark leads Channel Capital’s Cayman Islands office, providing fund governance and related services to offshore investment funds. He has served as a fund director for Cayman Islands and other offshore investment funds covering a wide range of hedge, private equity and infrastructure strategies as well as bespoke special purpose vehicles since 2008 and has been living in the Cayman Islands since 2005.
Mark is a Chartered Accountant, a member of the Cayman Islands Institute of Professional Accountants, the Cayman Islands Directors Association and the Chartered Governance Institute of Canada and holds a Bachelor of Commerce and a Bachelor of Economics, both from the University of Queensland.
Stuart is a Non-Executive Director of our Responsible Entity, Channel Investment Management Limited, and brings 30 years of investment management experience to the Board. His most recent role was founder and Managing Director of Discovery Asset Management, a boutique funds management business specialising in small company investments. Prior to this he was with QIC as Head of the Australian Small Companies team. Stuart was also with Deutsche Asset Management (Australia) as Head of Australian Equities and was responsible for the flagship equities product, which was close to $6b in size.
Previous roles included Portfolio Manager and Securities Analyst for State Authorities Superannuation Board and Securities Analyst for Industrial Equity Limited. His first role after graduating from university was Chartered Accountant. Stuart was a member of the Institute of Chartered Accountants and The Securities Institute of Australia for many years.
Stuart is a Non-Executive Director of our Responsible Entity, Channel Investment Management Limited, and brings 30 years of investment management experience to the Board. His most recent role was founder and Managing Director of Discovery Asset Management, a boutique funds management business specialising in small company investments. Prior to this he was with QIC as Head of the Australian Small Companies team. Stuart was also with Deutsche Asset Management (Australia) as Head of Australian Equities and was responsible for the flagship equities product, which was close to $6b in size.
Previous roles included Portfolio Manager and Securities Analyst for State Authorities Superannuation Board and Securities Analyst for Industrial Equity Limited. His first role after graduating from university was Chartered Accountant. Stuart was a member of the Institute of Chartered Accountants and The Securities Institute of Australia for many years.
Karen serves as an Independent Compliance Committee Member for our Responsible Entity, Channel Investment Management Limited. As a highly experienced non-executive director and Chair, Karen has extensive experience in providing leadership in the development of strong corporate governance, risk management, compliance and strategic thinking for significant organisations in both public and private sectors.
Karen has more than 30 years’ experience in the financial services industry as a non-executive director and independent compliance committee Chair in funds management. Karen’s breadth of experience has led to the development of specialised skills in negotiating between public and private sectors and managing complex matters that affect diverse stakeholders. In addition, her current roles include appointment as Chair of Audit and Risk Committees and boards for both public and private sector and NFP organisations.
Karen has a Bachelor of Economics and Master of Admin and is an AICD Graduate.
Karen serves as an Independent Compliance Committee Member for our Responsible Entity, Channel Investment Management Limited. As a highly experienced non-executive director and Chair, Karen has extensive experience in providing leadership in the development of strong corporate governance, risk management, compliance and strategic thinking for significant organisations in both public and private sectors.
Karen has more than 30 years’ experience in the financial services industry as a non-executive director and independent compliance committee Chair in funds management. Karen’s breadth of experience has led to the development of specialised skills in negotiating between public and private sectors and managing complex matters that affect diverse stakeholders. In addition, her current roles include appointment as Chair of Audit and Risk Committees and boards for both public and private sector and NFP organisations.
Karen has a Bachelor of Economics and Master of Admin and is an AICD Graduate.
Bede serves as an Independent Compliance Committee Member for our Responsible Entity, Channel Investment Management Limited. Bede is a practising Solicitor and Managing Partner of Tobin King Lateef, Solicitors and Notaries. He has extensive legal expertise in the commercial and property sectors and in managed investments/compliance areas. He is a Director of SIV Capital Limited (formerly Silver Chef Limited) and a Director of Firstmac Limited.
Bede is a member of the Compliance Committee for Pinnacle Funds Services Limited and has recently ceased acting as a Trustee of QSuper. Bede is an Associate Member of the Financial Services Institute of Australasia and the Australian Institute of Company Directors.
Bede serves as an Independent Compliance Committee Member for our Responsible Entity, Channel Investment Management Limited. Bede is a practising Solicitor and Managing Partner of Tobin King Lateef, Solicitors and Notaries. He has extensive legal expertise in the commercial and property sectors and in managed investments/compliance areas. He is a Director of SIV Capital Limited (formerly Silver Chef Limited) and a Director of Firstmac Limited.
Bede is a member of the Compliance Committee for Pinnacle Funds Services Limited and has recently ceased acting as a Trustee of QSuper. Bede is an Associate Member of the Financial Services Institute of Australasia and the Australian Institute of Company Directors.
Josh is responsible for the efficient working of all Channel Capital’s operations. He co-ordinates the teams responsible for IT, Client Services, Investment Operations and Performance Analytics as well as the overall Business Continuity and Disaster Recovery environment for Channel Capital and its investment manager partners. Prior to the establishment of Channel Capital in 2013, Josh was Head of Investment Operations for Solaris Investment Management for a period of two years. Prior to this, Josh held the role of Manager of Investment Operations at White Outsourcing (for eight years), a third party fund administrator offering outsourced services to boutique funds management groups.
Josh is responsible for the efficient working of all Channel Capital’s operations. He co-ordinates the teams responsible for IT, Client Services, Investment Operations and Performance Analytics as well as the overall Business Continuity and Disaster Recovery environment for Channel Capital and its investment manager partners. Prior to the establishment of Channel Capital in 2013, Josh was Head of Investment Operations for Solaris Investment Management for a period of two years. Prior to this, Josh held the role of Manager of Investment Operations at White Outsourcing (for eight years), a third party fund administrator offering outsourced services to boutique funds management groups.
Michael is an experienced finance professional with a career spanning over 25 years as a practicing Chartered Accountant. Michael has a deep understanding of the Wealth industry through his 12 years of working with Westpac Banking Corporation and BT Financial Group (BTFG) covering Funds Management, Insurance and Banking activities. In his most recent role with BTFG, Michael was Head of Finance for the Platforms, Investments and Superannuation business units. He has strong financial control & reporting experience with a proven track record for stakeholder management and leading high performing & diverse teams. Prior to joining Westpac, Michael was a Director with PricewaterhouseCoopers.
Michael holds a Bachelor of Arts in Accountancy from the University of South Australia and is an Associate member of Chartered Accountants of Australia & New Zealand.
Michael is an experienced finance professional with a career spanning over 25 years as a practicing Chartered Accountant. Michael has a deep understanding of the Wealth industry through his 12 years of working with Westpac Banking Corporation and BT Financial Group (BTFG) covering Funds Management, Insurance and Banking activities. In his most recent role with BTFG, Michael was Head of Finance for the Platforms, Investments and Superannuation business units. He has strong financial control & reporting experience with a proven track record for stakeholder management and leading high performing & diverse teams. Prior to joining Westpac, Michael was a Director with PricewaterhouseCoopers.
Michael holds a Bachelor of Arts in Accountancy from the University of South Australia and is an Associate member of Chartered Accountants of Australia & New Zealand.
Mathew is responsible for the strategic direction, management and efficient support of all Technology Infrastructure and business systems. Bringing 23 years of business and technology experience with him, Mathew has developed a reputation for delivering business value through technology. Prior to Channel, Mathew held senior management positions including IT Manager, Director of ICT, and CIO across a variety of industries including FMCG, Mining, and Health.
Mat holds a Bachelor of IT (Hons) and MBA from the University of Queensland, as well as a Prince2 Practitioner certification.
Mathew is responsible for the strategic direction, management and efficient support of all Technology Infrastructure and business systems. Bringing 23 years of business and technology experience with him, Mathew has developed a reputation for delivering business value through technology. Prior to Channel, Mathew held senior management positions including IT Manager, Director of ICT, and CIO across a variety of industries including FMCG, Mining, and Health.
Mat holds a Bachelor of IT (Hons) and MBA from the University of Queensland, as well as a Prince2 Practitioner certification.
Greg is an experienced financial services legal professional, recognised in the funds management industry for his in-depth knowledge and commercial acumen. He is responsible for the oversight of legal and regulatory matters for Channel Capital and its affiliates, supporting the business by providing commercially viable and risk-based solutions.
Greg’s breadth of knowledge is derived from his past work experience, including Perpetual Limited as an in-house legal adviser for more than seven years, as well as an external lawyer for reputable law firms such as Norton Rose and King & Wood Mallesons.
Greg is regularly involved in industry and Treasury discussions on regulatory reforms impacting the Australian financial services industry, and has been a member of the Regulatory Committee of the Alternative Investment Management Association (AIMA) Australia for more than five years. He is also a finalist for the Corporate Counsel Awards 2020 in the category of “Financial Services Lawyer of the Year”.
Greg is an experienced financial services legal professional, recognised in the funds management industry for his in-depth knowledge and commercial acumen. He is responsible for the oversight of legal and regulatory matters for Channel Capital and its affiliates, supporting the business by providing commercially viable and risk-based solutions.
Greg’s breadth of knowledge is derived from his past work experience, including Perpetual Limited as an in-house legal adviser for more than seven years, as well as an external lawyer for reputable law firms such as Norton Rose and King & Wood Mallesons.
Greg is regularly involved in industry and Treasury discussions on regulatory reforms impacting the Australian financial services industry, and has been a member of the Regulatory Committee of the Alternative Investment Management Association (AIMA) Australia for more than five years. He is also a finalist for the Corporate Counsel Awards 2020 in the category of “Financial Services Lawyer of the Year”.
Rebecca is a skilled Compliance and Governance professional with 20 years financial services experience, specifically in the areas of funds management and financial advice.
Rebecca has worked for a number of organisations, including Cromwell Property Group for 10 years. She is responsible for the oversight of the compliance and risk frameworks for Channel Capital and its affiliates, providing proactive support and advice on all governance, risk and compliance matters.
Rebecca holds a Bachelor of Business Management, a Masters in Financial Planning and is a Certified Compliance Professional (CCP) with the GRC Institute.
Rebecca is a skilled Compliance and Governance professional with 20 years financial services experience, specifically in the areas of funds management and financial advice.
Rebecca has worked for a number of organisations, including Cromwell Property Group for 10 years. She is responsible for the oversight of the compliance and risk frameworks for Channel Capital and its affiliates, providing proactive support and advice on all governance, risk and compliance matters.
Rebecca holds a Bachelor of Business Management, a Masters in Financial Planning and is a Certified Compliance Professional (CCP) with the GRC Institute.
Tom is responsible for the financial and business administration for Channel Capital and its affiliates. Throughout his professional career, Tom has spent 15+ years in both listed and private companies. Joining Wilson HTM Ltd (now Pinnacle Investment Management Limited) in 2007, Tom developed a passion for financial services and funds management. He has a proven track record for developing and implementing the end-to-end financial management systems of Channel Capital which are key to supporting our affiliates from incubation/start up through growth to maturity.
Tom holds a Bachelor of Commerce, majoring in Accounting and Finance and is a member of CPA Australia. Tom also holds a Graduate Diploma of Applied Corporate Governance, is a Chartered Secretary and a Fellow of the Governance Institute of Australia.
Tom is responsible for the financial and business administration for Channel Capital and its affiliates. Throughout his professional career, Tom has spent 15+ years in both listed and private companies. Joining Wilson HTM Ltd (now Pinnacle Investment Management Limited) in 2007, Tom developed a passion for financial services and funds management. He has a proven track record for developing and implementing the end-to-end financial management systems of Channel Capital which are key to supporting our affiliates from incubation/start up through growth to maturity.
Tom holds a Bachelor of Commerce, majoring in Accounting and Finance and is a member of CPA Australia. Tom also holds a Graduate Diploma of Applied Corporate Governance, is a Chartered Secretary and a Fellow of the Governance Institute of Australia.
Clint has responsibility for Channel’s investment analytics and performance reporting. Prior to joining Channel, Clint headed the Solaris client services team, providing reporting and attending to client, consultant and platform inquiries. Before joining Solaris, Clint worked with Goldman Sachs Asset Management in London, specialising in fixed interest portfolio analysis, and in New York as a credit analyst at Deutsche Bank. Closer to home, he held a number of roles in performance analysis with Challenger.
Clint has completed a Graduate Diploma in Applied Finance and Investment with Financial Services Institute of Australasia (FINSIA) and a Bachelor of Commerce at Griffith University, majoring in Accounting and Marketing.
Clint has responsibility for Channel’s investment analytics and performance reporting. Prior to joining Channel, Clint headed the Solaris client services team, providing reporting and attending to client, consultant and platform inquiries. Before joining Solaris, Clint worked with Goldman Sachs Asset Management in London, specialising in fixed interest portfolio analysis, and in New York as a credit analyst at Deutsche Bank. Closer to home, he held a number of roles in performance analysis with Challenger.
Clint has completed a Graduate Diploma in Applied Finance and Investment with Financial Services Institute of Australasia (FINSIA) and a Bachelor of Commerce at Griffith University, majoring in Accounting and Marketing.
As Head of Data Analytics, Rob is responsible for the development of proprietary applications to support both Channel Capital and our investment manager partners. Rob’s responsibilities also include the automation and management of the suite of middle office functions and processes. Prior to joining Channel Capital, Rob looked after IT Development and Portfolio Analytics within Solaris Investment Management Ltd, and was part of the nine person team that founded Solaris after leaving Suncorp Investment Management. Previous to this, Rob spent 11 years in Suncorp’s Information Technology area, holding the position of Systems Analyst, and specialising in investment and treasury applications.
Rob holds a Bachelor of Engineering/Bachelor of Information Technology from Queensland University of Technology, and a Graduate Diploma of Applied Finance & Investment from Kaplan Professional.
As Head of Data Analytics, Rob is responsible for the development of proprietary applications to support both Channel Capital and our investment manager partners. Rob’s responsibilities also include the automation and management of the suite of middle office functions and processes. Prior to joining Channel Capital, Rob looked after IT Development and Portfolio Analytics within Solaris Investment Management Ltd, and was part of the nine person team that founded Solaris after leaving Suncorp Investment Management. Previous to this, Rob spent 11 years in Suncorp’s Information Technology area, holding the position of Systems Analyst, and specialising in investment and treasury applications.
Rob holds a Bachelor of Engineering/Bachelor of Information Technology from Queensland University of Technology, and a Graduate Diploma of Applied Finance & Investment from Kaplan Professional.
Alexander is responsible for delivery of technology systems and security, and provides high level technical expertise across various latest industry leading technologies.
Alexander has over 15 years’ experience in the IT sector. Before joining Channel Capital, Alexander held senior technical and IT management roles across a broad range of industries including accounting, energy and managed service providers supporting both clients in Australia and overseas. With formal electronic engineering and network engineer qualifications, he has also served eight years in the German air force.
Alexander is responsible for delivery of technology systems and security, and provides high level technical expertise across various latest industry leading technologies.
Alexander has over 15 years’ experience in the IT sector. Before joining Channel Capital, Alexander held senior technical and IT management roles across a broad range of industries including accounting, energy and managed service providers supporting both clients in Australia and overseas. With formal electronic engineering and network engineer qualifications, he has also served eight years in the German air force.
Joanne is responsible for People and Culture at Channel Capital. She is focused on building positive work environments for each of our teams nationally, and manages all personnel issues. Joanne has been part of Channel Capital since inception of the business, and prior to her progression to People and Culture, worked in various finance and business administration positions, dealing with the majority of staff. Previously, Joanne worked for five years with Solaris Investment Management in an office management capacity. Before Solaris, she worked with the investment management team at Suncorp Investment Management.
Joanne is responsible for People and Culture at Channel Capital. She is focused on building positive work environments for each of our teams nationally, and manages all personnel issues. Joanne has been part of Channel Capital since inception of the business, and prior to her progression to People and Culture, worked in various finance and business administration positions, dealing with the majority of staff. Previously, Joanne worked for five years with Solaris Investment Management in an office management capacity. Before Solaris, she worked with the investment management team at Suncorp Investment Management.
Michael is responsible for overseeing Channel Capital’s operations and key business initiatives. Prior to this role, Michael was Head of Client Services where he built a solid reputation delivering extraordinary client experiences in the financial services industry in Australia and in the UK. Previous to Channel Capital, Michael worked with Bank of America, Merrill Lynch and Coutts & Co. in London, and Wilson HTM closer to home.
Michael holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Michael is responsible for overseeing Channel Capital’s operations and key business initiatives. Prior to this role, Michael was Head of Client Services where he built a solid reputation delivering extraordinary client experiences in the financial services industry in Australia and in the UK. Previous to Channel Capital, Michael worked with Bank of America, Merrill Lynch and Coutts & Co. in London, and Wilson HTM closer to home.
Michael holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Garrick is responsible for the technical design, implementation and delivery of digital software solutions used by both Channel Capital and our investment manager partners. He brings with him over 18 years’ experience in software development, successfully delivering software solutions for start-up to enterprise level organisations.
Prior to joining Channel Capital, Garrick was a Technical Team Lead, managing multiple software development teams in delivering innovative software solutions for the largest childcare management software provider in Australia. Previous to this, Garrick held Solutions Architect, Technical Lead and Senior Software Developer positions across a variety of industries in South Africa.
Garrick holds a Bachelor of Science in IT and Computer Science (Cum Laude) from the University of South Africa.
Garrick is responsible for the technical design, implementation and delivery of digital software solutions used by both Channel Capital and our investment manager partners. He brings with him over 18 years’ experience in software development, successfully delivering software solutions for start-up to enterprise level organisations.
Prior to joining Channel Capital, Garrick was a Technical Team Lead, managing multiple software development teams in delivering innovative software solutions for the largest childcare management software provider in Australia. Previous to this, Garrick held Solutions Architect, Technical Lead and Senior Software Developer positions across a variety of industries in South Africa.
Garrick holds a Bachelor of Science in IT and Computer Science (Cum Laude) from the University of South Africa.
Jana is a career risk management professional with over 15 years experience. She is responsible for maintaining and enhancing the Compliance and Risk Management Systems at Channel Capital and for Channel’s clients. Her focus is ensuring that the compliance and risk frameworks are operating efficiently and effectively and providing sound and pragmatic compliance advice.
Prior to joining Channel Capital, Jana held several risk and compliance roles at Flight Centre Travel Group Limited providing compliance advice across a range of areas ranging from technology compliance management, to business risk management to financial fraud management. She previously worked in the Governance, Risk and Compliance area for PwC focussing on Internal and IT audit.
Jana a holds a Bachelor of Commerce (Accounting and Finance) from the University of Queensland, is a member of CPA Australia and is a Certified Global Data Protection Regulation (GDPR) Practitioner.
Jana is a career risk management professional with over 15 years experience. She is responsible for maintaining and enhancing the Compliance and Risk Management Systems at Channel Capital and for Channel’s clients. Her focus is ensuring that the compliance and risk frameworks are operating efficiently and effectively and providing sound and pragmatic compliance advice.
Prior to joining Channel Capital, Jana held several risk and compliance roles at Flight Centre Travel Group Limited providing compliance advice across a range of areas ranging from technology compliance management, to business risk management to financial fraud management. She previously worked in the Governance, Risk and Compliance area for PwC focussing on Internal and IT audit.
Jana a holds a Bachelor of Commerce (Accounting and Finance) from the University of Queensland, is a member of CPA Australia and is a Certified Global Data Protection Regulation (GDPR) Practitioner.
As part of Channel’s Investment Operations team, Michael supports the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Michael joined Channel from Westpac’s Pacific Risk and Analytics team where he successfully undertook a number of reporting automation projects. Prior to this, he spent 10 years in London with JLT Investment Management Limited and JLT Investment Consulting, helping to launch and build out their fiduciary management business.
Michael holds a Bachelor of Business (Finance) from the Queensland University of Technology.
As part of Channel’s Investment Operations team, Michael supports the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Michael joined Channel from Westpac’s Pacific Risk and Analytics team where he successfully undertook a number of reporting automation projects. Prior to this, he spent 10 years in London with JLT Investment Management Limited and JLT Investment Consulting, helping to launch and build out their fiduciary management business.
Michael holds a Bachelor of Business (Finance) from the Queensland University of Technology.
Megan is responsible for maintaining the Compliance Management System for Channel Capital and its affiliates with a specific focus on AML/CTF Compliance Program management.
Over the past 15 years Megan has focused her studies and professional career in the area of funds management and has a particular passion for Compliance. Megan previously held roles as Compliance & Custody Manager at Cromwell Property Group and Company Secretary for the Cromwell Property Group Foundation.
Megan holds a number of Compliance, Risk and Governance related certifications including Compliance Management from the Australian Compliance Institute. Megan is an active student and affiliate member of the Governance Institute of Australia and a certified Commissioner for Declarations.
Megan is responsible for maintaining the Compliance Management System for Channel Capital and its affiliates with a specific focus on AML/CTF Compliance Program management.
Over the past 15 years Megan has focused her studies and professional career in the area of funds management and has a particular passion for Compliance. Megan previously held roles as Compliance & Custody Manager at Cromwell Property Group and Company Secretary for the Cromwell Property Group Foundation.
Megan holds a number of Compliance, Risk and Governance related certifications including Compliance Management from the Australian Compliance Institute. Megan is an active student and affiliate member of the Governance Institute of Australia and a certified Commissioner for Declarations.
Rob is responsible for the financial and business administration for Channel Capital and its affiliates. Rob has worked as an assistant accountant for three years, having held previous roles in accounting in the Finance and HR sectors. Before joining Channel Capital, Rob worked as an Assistant Accountant for IOOF in their Corporate finance team.
Rob holds a Bachelor of Business (Accounting) from the University of Tasmania.
Rob is responsible for the financial and business administration for Channel Capital and its affiliates. Rob has worked as an assistant accountant for three years, having held previous roles in accounting in the Finance and HR sectors. Before joining Channel Capital, Rob worked as an Assistant Accountant for IOOF in their Corporate finance team.
Rob holds a Bachelor of Business (Accounting) from the University of Tasmania.
Scott is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions. He has over 10 years’ experience in the finance industry. Before joining Channel Capital, Scott was a senior fund accountant at JPMorgan in Edinburgh and held various relationship banking roles at NAB. Scott has also served as an Infantry Officer in the Australian and British Army Reserves.
Scott holds a Bachelor of Business (Banking, Finance and International Business) from Queensland University of Technology.
Scott is responsible for managing Channel Capital’s investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions. He has over 10 years’ experience in the finance industry. Before joining Channel Capital, Scott was a senior fund accountant at JPMorgan in Edinburgh and held various relationship banking roles at NAB. Scott has also served as an Infantry Officer in the Australian and British Army Reserves.
Scott holds a Bachelor of Business (Banking, Finance and International Business) from Queensland University of Technology.
Paul is responsible for the design, development and launch of new products, as well as the ongoing monitoring of investment products. Prior to this role, Paul was part of the operations team at Channel, supporting investment operations for our investment manager partners, including trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Before joining Channel Capital, Paul was a portfolio administrator at DNR Capital in Brisbane. Prior to this, Paul held a role within the EMEA Transitions Services team at BlackRock Asset Management in London. He has also worked as a new business coordinator for State Street Global Advisors in London.
Paul holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology.
Paul is responsible for the design, development and launch of new products, as well as the ongoing monitoring of investment products. Prior to this role, Paul was part of the operations team at Channel, supporting investment operations for our investment manager partners, including trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Before joining Channel Capital, Paul was a portfolio administrator at DNR Capital in Brisbane. Prior to this, Paul held a role within the EMEA Transitions Services team at BlackRock Asset Management in London. He has also worked as a new business coordinator for State Street Global Advisors in London.
Paul holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology.
Logan is a member of Channel’s Investment Operations team and helps support the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Prior to joining Channel, Logan spent four years with NZX Limited in Wellington holding various roles within the stock market operational and regulatory functions. Since relocating to Brisbane in late 2018 he has also held roles as an Equity Analyst with Carter Bar, and a Business Analyst with APA.
Logan holds a Bachelor of Business Analysis (Finance) from the University of Waikato.
Logan is a member of Channel’s Investment Operations team and helps support the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Prior to joining Channel, Logan spent four years with NZX Limited in Wellington holding various roles within the stock market operational and regulatory functions. Since relocating to Brisbane in late 2018 he has also held roles as an Equity Analyst with Carter Bar, and a Business Analyst with APA.
Logan holds a Bachelor of Business Analysis (Finance) from the University of Waikato.
Gloriana is responsible for supporting the day-to-day accounting operations for Channel Capital and its affiliates and brings experience across all functions of finance.
Before joining Channel, Gloriana worked for Sedgman, a provider of infrastructure solutions to the resources industry. Prior to this, Gloriana worked in the chemical manufacturing and industrial engineering sectors.
Gloriana holds a Bachelor of Accounting.
Gloriana is responsible for supporting the day-to-day accounting operations for Channel Capital and its affiliates and brings experience across all functions of finance.
Before joining Channel, Gloriana worked for Sedgman, a provider of infrastructure solutions to the resources industry. Prior to this, Gloriana worked in the chemical manufacturing and industrial engineering sectors.
Gloriana holds a Bachelor of Accounting.
Nakayla is responsible for compliance monitoring for Channel Capital and its affiliates, which includes managing the annual compliance review calendar, completing review reports and maintenance of numerous registers.
Nakayla has over 5 years’ experience in Financial Services, having started her career in Client Services, then deciding to pursue a career in Compliance. Prior to joining Channel Capital, Nakayla worked as a Compliance Officer for Mainstream Group Holdings. Prior to this, Nakayla was the Compliance Analyst for Cromwell Property Group.
Nakayla is responsible for compliance monitoring for Channel Capital and its affiliates, which includes managing the annual compliance review calendar, completing review reports and maintenance of numerous registers.
Nakayla has over 5 years’ experience in Financial Services, having started her career in Client Services, then deciding to pursue a career in Compliance. Prior to joining Channel Capital, Nakayla worked as a Compliance Officer for Mainstream Group Holdings. Prior to this, Nakayla was the Compliance Analyst for Cromwell Property Group.
Kehan is a member of Channel’s Investment Operations team and helps support the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Prior to joining Channel Capital, Kehan was an Investments Officer at DDH Graham in Brisbane where he gained the experience and knowledge of financial markets, instruments, and operational functions.
Kehan holds a Bachelor of Commerce (Accounting & Finance) from the University of Queensland.
Kehan is a member of Channel’s Investment Operations team and helps support the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Prior to joining Channel Capital, Kehan was an Investments Officer at DDH Graham in Brisbane where he gained the experience and knowledge of financial markets, instruments, and operational functions.
Kehan holds a Bachelor of Commerce (Accounting & Finance) from the University of Queensland.
Theresa is responsible for the financial and business administration for Channel Capital and its affiliates. Theresa is a senior finance professional with a career spanning over 20 years in the financial services industry.
Prior to joining Channel, Theresa worked at Queensland Investment Corporation (QIC) in a senior investment accounting role. Theresa spent 15 years in London working for global investment management firms including Schroders, JPMorgan Chase and SVG Capital, a private equity fund-of-funds business.
Theresa is a member of CPA Australia and graduated from the University of Southern Queensland with a Bachelor of Business.
Theresa is responsible for the financial and business administration for Channel Capital and its affiliates. Theresa is a senior finance professional with a career spanning over 20 years in the financial services industry.
Prior to joining Channel, Theresa worked at Queensland Investment Corporation (QIC) in a senior investment accounting role. Theresa spent 15 years in London working for global investment management firms including Schroders, JPMorgan Chase and SVG Capital, a private equity fund-of-funds business.
Theresa is a member of CPA Australia and graduated from the University of Southern Queensland with a Bachelor of Business.
Suzanna is responsible for supporting Channel and its investment manager partners through project design and delivery across the business.
Suzanna has over 16 years’ experience in the financial services industry gained from her time in the Funds Management department at Cromwell Property Group and at Wilsons Advisory (previously Wilson HTM) for 11 years, where she was the Equity Operations Manager.
Suzanna is responsible for supporting Channel and its investment manager partners through project design and delivery across the business.
Suzanna has over 16 years’ experience in the financial services industry gained from her time in the Funds Management department at Cromwell Property Group and at Wilsons Advisory (previously Wilson HTM) for 11 years, where she was the Equity Operations Manager.
Brett is responsible for the delivery of Channel’s technology systems and security, and provides high level technical expertise across various latest industry leading technologies.
Prior to joining Channel, Brett held roles across a range of industries from transport to banking, with a recent focus on Microsoft cloud technologies. He brings with him 20 years of technology experience having worked in Australia, United Kingdom and Ireland.
Brett holds a number of IT Certifications and has a Diploma in Software Engineering.
Brett is responsible for the delivery of Channel’s technology systems and security, and provides high level technical expertise across various latest industry leading technologies.
Prior to joining Channel, Brett held roles across a range of industries from transport to banking, with a recent focus on Microsoft cloud technologies. He brings with him 20 years of technology experience having worked in Australia, United Kingdom and Ireland.
Brett holds a number of IT Certifications and has a Diploma in Software Engineering.
Harley is responsible for developing software solutions for Channel Capital and our investment manager partners and brings with him over six years experience in software development.
Prior to joining Channel, Harley worked in the manufacturing industry developing and delivering Enterprise Resource Planning systems, along with surrounding software solutions for data capture, factory monitoring and automation.
Harley holds a Bachelor of Engineering (Computer and Software Systems) with First Class Honours from Queensland University of Technology.
Harley is responsible for developing software solutions for Channel Capital and our investment manager partners and brings with him over six years experience in software development.
Prior to joining Channel, Harley worked in the manufacturing industry developing and delivering Enterprise Resource Planning systems, along with surrounding software solutions for data capture, factory monitoring and automation.
Harley holds a Bachelor of Engineering (Computer and Software Systems) with First Class Honours from Queensland University of Technology.
Joanna is a member of Channel’s Investment Operations team and helps support the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Before joining Channel, Joanna was an Advisor support officer at Elston Private Wealth, where she developed a broad understanding of financial markets and the associated operational functions.
Joanna is a member of Channel’s Investment Operations team and helps support the investment operations function on behalf of our investment manager partners, which includes trade matching and settlement instruction, reconciliations, corporate actions, portfolio valuations, unit price verification and other middle and back office functions.
Before joining Channel, Joanna was an Advisor support officer at Elston Private Wealth, where she developed a broad understanding of financial markets and the associated operational functions.
Jack is a member of Channel’s Investment Operations team and helps support the investment operations function of our investment manager partners through trade matching and settlements, reconciliations, corporate actions and other middle and back office functions.
Prior to joining Channel, Jack was an external auditor at Ernst & Young in Brisbane where he worked for a range of large clients in financial services.
Jack holds a Bachelor of Business (Finance & Accounting) from the Queensland University of Technology.
Jack is a member of Channel’s Investment Operations team and helps support the investment operations function of our investment manager partners through trade matching and settlements, reconciliations, corporate actions and other middle and back office functions.
Prior to joining Channel, Jack was an external auditor at Ernst & Young in Brisbane where he worked for a range of large clients in financial services.
Jack holds a Bachelor of Business (Finance & Accounting) from the Queensland University of Technology.
Zach is a member of Channel’s performance analytics team and contributes to the cyclical and ad hoc performance requirements across multiple investment portfolios and products. Zach works with the Head of Investment Analytics on client, fund manager and asset consultant deliverables, performance attribution and quantitative reporting, as well as report development.
Prior to Channel, Zach gained experience with research at the Queensland University of Technology, with a large focus on mathematical and statistical processes.
Zach has completed a Bachelor of Mathematics and a Bachelor of Business at the Queensland University of Technology, majoring in Applied and Computational Mathematics and Finance respectively.
Zach is a member of Channel’s performance analytics team and contributes to the cyclical and ad hoc performance requirements across multiple investment portfolios and products. Zach works with the Head of Investment Analytics on client, fund manager and asset consultant deliverables, performance attribution and quantitative reporting, as well as report development.
Prior to Channel, Zach gained experience with research at the Queensland University of Technology, with a large focus on mathematical and statistical processes.
Zach has completed a Bachelor of Mathematics and a Bachelor of Business at the Queensland University of Technology, majoring in Applied and Computational Mathematics and Finance respectively.
Andrew provides strategic leadership and management for the distribution, marketing and capital raising efforts of Channel Capital’s affiliates and its investment manager partners. With over 15 years of both domestic and offshore experience covering Asia Pacific, US, European, UK and Australian institutional investors, Andrew also plays a critical role in product, manager and partner/affiliate selection. Andrew’s direct distribution coverage spans the institutional, family office, wholesale, CIO, investment committee and board-level engagement. Prior to joining Channel Capital, Andrew was in research sales roles in London and Sydney with JPMorgan.
Andrew holds a Bachelor of Economics from the University of Sydney.
Andrew provides strategic leadership and management for the distribution, marketing and capital raising efforts of Channel Capital’s affiliates and its investment manager partners. With over 15 years of both domestic and offshore experience covering Asia Pacific, US, European, UK and Australian institutional investors, Andrew also plays a critical role in product, manager and partner/affiliate selection. Andrew’s direct distribution coverage spans the institutional, family office, wholesale, CIO, investment committee and board-level engagement. Prior to joining Channel Capital, Andrew was in research sales roles in London and Sydney with JPMorgan.
Andrew holds a Bachelor of Economics from the University of Sydney.
Henry is responsible for building strategic relationships with institutional clients and consultants across Victoria, Western Australia and South Australia. He is an experienced investment professional having spent the last ten years working with institutional clients across sovereign wealth funds, superannuation funds and consultants, endowment funds and not-for-profits. Before joining Channel Capital, Henry was responsible for managing institutional client relationships in the southern regions of Australia at Dimensional, and prior to this held client service and relationship management roles within Dimensional.
Henry is a CFA Charterholder and holds a Bachelor of Commerce, Double Major in Accounting & Finance from the University of Sydney.
Henry is responsible for building strategic relationships with institutional clients and consultants across Victoria, Western Australia and South Australia. He is an experienced investment professional having spent the last ten years working with institutional clients across sovereign wealth funds, superannuation funds and consultants, endowment funds and not-for-profits. Before joining Channel Capital, Henry was responsible for managing institutional client relationships in the southern regions of Australia at Dimensional, and prior to this held client service and relationship management roles within Dimensional.
Henry is a CFA Charterholder and holds a Bachelor of Commerce, Double Major in Accounting & Finance from the University of Sydney.
Byron is responsible for building and managing relationships with key accounts and platforms within the Intermediary and Family Office space. Byron has 13 years experience in financial services across distribution, risk management and accounting. Prior to joining Channel Capital, Byron was a Sales Director for Janus Henderson Investors servicing wholesale clients and intermediaries. Prior to this, Byron was a Risk and Compliance Manager, reporting directly to the Head of Risk and Compliance Asia Pacific, at Janus Henderson Investors (formally Henderson Global Investors). Within this team, Byron was responsible for the development of the risk and compliance framework, investment risk and governance function across the Asia Pacific business. Prior to this, Byron was an Audit In-Charge within the Financial Services Audit Division at KPMG Sydney.
Byron holds a Bachelor of Agricultural Economics from the University of Sydney, is a Chartered Accountant with the Institute of Chartered Accountants and holds a Masters of Applied Finance from Kaplan.
Byron is responsible for building and managing relationships with key accounts and platforms within the Intermediary and Family Office space. Byron has 13 years experience in financial services across distribution, risk management and accounting. Prior to joining Channel Capital, Byron was a Sales Director for Janus Henderson Investors servicing wholesale clients and intermediaries. Prior to this, Byron was a Risk and Compliance Manager, reporting directly to the Head of Risk and Compliance Asia Pacific, at Janus Henderson Investors (formally Henderson Global Investors). Within this team, Byron was responsible for the development of the risk and compliance framework, investment risk and governance function across the Asia Pacific business. Prior to this, Byron was an Audit In-Charge within the Financial Services Audit Division at KPMG Sydney.
Byron holds a Bachelor of Agricultural Economics from the University of Sydney, is a Chartered Accountant with the Institute of Chartered Accountants and holds a Masters of Applied Finance from Kaplan.
Luke is responsible for managing key research and consulting relationships for Channel's manager partners. Luke is a senior member of the team with more than 15 years experience in the financial services industry across distribution, investment research and product development. Prior to joining Channel, Luke was Regional Sales Manager for Aberdeen Asset Management servicing wholesale clients and intermediaries across Victoria and Tasmania. Prior to this, he was Model Portfolio Manager at AMP where he was responsible for the construction, management and delivery of a suite of managed fund model portfolios to AMP’s network of financial advisers.
Luke holds a Bachelor of Commerce with Honours in Economics and a Master of Applied Finance.
Luke is responsible for managing key research and consulting relationships for Channel's manager partners. Luke is a senior member of the team with more than 15 years experience in the financial services industry across distribution, investment research and product development. Prior to joining Channel, Luke was Regional Sales Manager for Aberdeen Asset Management servicing wholesale clients and intermediaries across Victoria and Tasmania. Prior to this, he was Model Portfolio Manager at AMP where he was responsible for the construction, management and delivery of a suite of managed fund model portfolios to AMP’s network of financial advisers.
Luke holds a Bachelor of Commerce with Honours in Economics and a Master of Applied Finance.
Phelim joined Channel Capital in 2021 and is responsible for building client relationships in New South Wales and the Australian Capital Territory. Phelim has over 12 years experience in the financial services industry across distribution, project management and stockbroking.
Prior to joining Channel Capital, Phelim was a State Account Manager at AMP Capital, servicing private wealth groups and advisers. Phelim has product experience across multiple asset classes and in both public and private markets. Prior roles at AMP Capital include supporting global institutional capital raising efforts and project management within the strategy and transformation team. Prior to moving to Sydney from Dublin, Phelim worked at the Davy Group in Dublin in a stockbroking role.
Phelim holds a Bachelor’s degree in Economics & Philosophy from University College Dublin (UCD), a Master’s in Business Management from UCD Business School and a Diploma of Financial Planning with Kaplan.
Phelim joined Channel Capital in 2021 and is responsible for building client relationships in New South Wales and the Australian Capital Territory. Phelim has over 12 years experience in the financial services industry across distribution, project management and stockbroking.
Prior to joining Channel Capital, Phelim was a State Account Manager at AMP Capital, servicing private wealth groups and advisers. Phelim has product experience across multiple asset classes and in both public and private markets. Prior roles at AMP Capital include supporting global institutional capital raising efforts and project management within the strategy and transformation team. Prior to moving to Sydney from Dublin, Phelim worked at the Davy Group in Dublin in a stockbroking role.
Phelim holds a Bachelor’s degree in Economics & Philosophy from University College Dublin (UCD), a Master’s in Business Management from UCD Business School and a Diploma of Financial Planning with Kaplan.
James joined Channel Capital in March 2020 as Distribution Director, responsible for building and managing client relationships across Victoria, Tasmania, South Australia and Western Australia.
Throughout his career, James has built strong relationships with independent and aligned financial advisers and high net worth investors, having spent three years at Pendal as a Key Account Manager, supporting strategic growth developments within the southern region of Australia. James has also worked in similar roles at BlackRock and UBS Wealth Management.
James holds a Bachelor of Commerce (B.Comm) from Deakin University majoring in Accounting and Financial Planning. He has obtained a Claritas certificate from the CFA institute.
James joined Channel Capital in March 2020 as Distribution Director, responsible for building and managing client relationships across Victoria, Tasmania, South Australia and Western Australia.
Throughout his career, James has built strong relationships with independent and aligned financial advisers and high net worth investors, having spent three years at Pendal as a Key Account Manager, supporting strategic growth developments within the southern region of Australia. James has also worked in similar roles at BlackRock and UBS Wealth Management.
James holds a Bachelor of Commerce (B.Comm) from Deakin University majoring in Accounting and Financial Planning. He has obtained a Claritas certificate from the CFA institute.
Sam joined Channel Capital in 2021 and is responsible for building and managing relationships with Retail, Intermediary and Family Office clients in Queensland. Sam has over eight years' experience in the financial services industry across funds management distribution and wealth management.
Prior to joining Channel Capital, Sam was a Business Development Manager at GSFM Pty Ltd, responsible for managing adviser relationships throughout NSW. Sam was also an Associate Director at FIIG Securities, a fixed income investment specialist and brokerage firm. Sam commenced his career at Wilsons Stockbroking & Advisory as a Private Wealth Adviser, providing investment advice across a number of asset classes.
Sam holds a Bachelor of Business (Finance) from QUT University and a Diploma of Financial Markets from AFMA. Sam is also a Certified Investment Management Analyst (CIMA).
Sam joined Channel Capital in 2021 and is responsible for building and managing relationships with Retail, Intermediary and Family Office clients in Queensland. Sam has over eight years' experience in the financial services industry across funds management distribution and wealth management.
Prior to joining Channel Capital, Sam was a Business Development Manager at GSFM Pty Ltd, responsible for managing adviser relationships throughout NSW. Sam was also an Associate Director at FIIG Securities, a fixed income investment specialist and brokerage firm. Sam commenced his career at Wilsons Stockbroking & Advisory as a Private Wealth Adviser, providing investment advice across a number of asset classes.
Sam holds a Bachelor of Business (Finance) from QUT University and a Diploma of Financial Markets from AFMA. Sam is also a Certified Investment Management Analyst (CIMA).
Magda is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Magda has over 15 years experience working in Funds Management, where she performed a range of roles within Client Services and Distribution. Prior to joining Channel Capital, Magda was a Relationship Manager with Nikko Asset Management servicing retail clients and intermediaries in Sydney.
Magda holds a Post Graduate Diploma in Business Administration from the University of Technology Sydney and is currently studying towards her MBA.
Magda is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients. Magda has over 15 years experience working in Funds Management, where she performed a range of roles within Client Services and Distribution. Prior to joining Channel Capital, Magda was a Relationship Manager with Nikko Asset Management servicing retail clients and intermediaries in Sydney.
Magda holds a Post Graduate Diploma in Business Administration from the University of Technology Sydney and is currently studying towards her MBA.
Adya is part of the client services team and is responsible for delivering services to Channel’s investment manager partners as well as directly to their clients. Adya has previous front-line client services experience within financial planning as well as banking. Prior to joining Channel Capital, Adya worked at Beyond Bank in Canberra whilst completing her Undergraduate degree in Finance from the University of Canberra.
Adya is currently working towards her Masters in International Economics and Finance from the University of Queensland.
Adya is part of the client services team and is responsible for delivering services to Channel’s investment manager partners as well as directly to their clients. Adya has previous front-line client services experience within financial planning as well as banking. Prior to joining Channel Capital, Adya worked at Beyond Bank in Canberra whilst completing her Undergraduate degree in Finance from the University of Canberra.
Adya is currently working towards her Masters in International Economics and Finance from the University of Queensland.
Angela is responsible for building and implementing marketing, communications and digital content strategies for Channel Capital and its investment manager partners. As an experienced senior marketing and content specialist, Angela has 20 years experience gained working in institutional and retail funds management across traditional and alternative asset classes.
Prior to joining Channel Capital in 2018, she was Head of Marketing at managed account and platform provider Mason Stevens. Prior to this, Angela spent over seven years working closely with Advisers and their high net worth clients at Perpetual Private. Angela started her career at Macquarie Investment Management where she spent ten years working in various businesses and across asset classes, products and clients, including private equity, structured products, equities, fixed income and margin lending.
Angela holds a Bachelor of Economics from Macquarie University and Social Media Marketing and Digital Strategy Certificates with the University of Sydney – Centre for Continuing Education.
Angela is responsible for building and implementing marketing, communications and digital content strategies for Channel Capital and its investment manager partners. As an experienced senior marketing and content specialist, Angela has 20 years experience gained working in institutional and retail funds management across traditional and alternative asset classes.
Prior to joining Channel Capital in 2018, she was Head of Marketing at managed account and platform provider Mason Stevens. Prior to this, Angela spent over seven years working closely with Advisers and their high net worth clients at Perpetual Private. Angela started her career at Macquarie Investment Management where she spent ten years working in various businesses and across asset classes, products and clients, including private equity, structured products, equities, fixed income and margin lending.
Angela holds a Bachelor of Economics from Macquarie University and Social Media Marketing and Digital Strategy Certificates with the University of Sydney – Centre for Continuing Education.
Matthew is responsible for marketing communications, events and executing targeted campaigns for our fund manager partners. He also provides marketing technology and data expertise to optimise the digital client experience. With over ten years experience in marketing and distribution, he has previously held roles at Pengana Capital, Peters MacGregor Capital Management, Clime Asset Management, Brookfield Asia Pacific and Sydney Opera House.
He completed his Bachelor degree in Business and Commerce at Western Sydney University.
Matthew is responsible for marketing communications, events and executing targeted campaigns for our fund manager partners. He also provides marketing technology and data expertise to optimise the digital client experience. With over ten years experience in marketing and distribution, he has previously held roles at Pengana Capital, Peters MacGregor Capital Management, Clime Asset Management, Brookfield Asia Pacific and Sydney Opera House.
He completed his Bachelor degree in Business and Commerce at Western Sydney University.
Jessica is responsible for digital marketing and supporting our fund manager partners with events, video production and communications. Before joining Channel Capital, Jessica worked for Australian Fund Monitors as a Marketing Content and Client Services Coordinator. She has completed a Bachelor degree in Business with a major in marketing from the University of Technology.
Jessica is responsible for digital marketing and supporting our fund manager partners with events, video production and communications. Before joining Channel Capital, Jessica worked for Australian Fund Monitors as a Marketing Content and Client Services Coordinator. She has completed a Bachelor degree in Business with a major in marketing from the University of Technology.
Mark leads Channel Capital’s Cayman Islands office, providing fund governance and related services to offshore investment funds. He has served as a fund director for Cayman Islands and other offshore investment funds covering a wide range of hedge, private equity and infrastructure strategies as well as bespoke special purpose vehicles since 2008 and has been living in the Cayman Islands since 2005.
Mark is a Chartered Accountant, a member of the Cayman Islands Institute of Professional Accountants, the Cayman Islands Directors Association and the Chartered Governance Institute of Canada and holds a Bachelor of Commerce and a Bachelor of Economics, both from the University of Queensland.
Mark leads Channel Capital’s Cayman Islands office, providing fund governance and related services to offshore investment funds. He has served as a fund director for Cayman Islands and other offshore investment funds covering a wide range of hedge, private equity and infrastructure strategies as well as bespoke special purpose vehicles since 2008 and has been living in the Cayman Islands since 2005.
Mark is a Chartered Accountant, a member of the Cayman Islands Institute of Professional Accountants, the Cayman Islands Directors Association and the Chartered Governance Institute of Canada and holds a Bachelor of Commerce and a Bachelor of Economics, both from the University of Queensland.
Carl has been providing fund governance and related services to a variety of offshore investment funds since 2016.
As a senior member of our Cayman Islands office, Carl is responsible for providing fund governance and related services to offshore investment funds. Prior to joining Channel Capital Group in June 2021, Carl served as the Head of Fund Services at Catalyst Fund Administration and Intertrust Corporate Services where he oversaw the groups' fund administration business in the Cayman Islands. Carl was a senior manager at Citco Fund Services (Cayman Islands) from 2005 to 2016 after working as a financial controller and public accountant since 1996.
Carl is a Chartered Professional Accountant and a member of the Cayman Islands Institute of Professional Accountants. He is also a registered director pursuant to the Directors Registration and Licensing Act 2014.
Carl has been providing fund governance and related services to a variety of offshore investment funds since 2016.
As a senior member of our Cayman Islands office, Carl is responsible for providing fund governance and related services to offshore investment funds. Prior to joining Channel Capital Group in June 2021, Carl served as the Head of Fund Services at Catalyst Fund Administration and Intertrust Corporate Services where he oversaw the groups' fund administration business in the Cayman Islands. Carl was a senior manager at Citco Fund Services (Cayman Islands) from 2005 to 2016 after working as a financial controller and public accountant since 1996.
Carl is a Chartered Professional Accountant and a member of the Cayman Islands Institute of Professional Accountants. He is also a registered director pursuant to the Directors Registration and Licensing Act 2014.
Get our latest updates and investment manager performance reports
