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 Finance support for our boutique partners as well as the overall Business Continuity and Disaster Recovery environment for Channel and its investment manager  partners. Before 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 20 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.

Joanne is a qualified solicitor with experience in equity funds, hedge funds and mergers & acquisitions. Joanne has held senior legal and advisory positions with listed and unlisted financial services companies, and was formerly the company secretary for an ASX-listed company. Joanne is responsible for the delivery of all legal and compliance needs, and is a member of the Queensland Law Society.

Tom is responsible for the financial and business administration for Channel Capital and its affiliates.  As a Certified Practicing Accountant with over 12 years experience, Tom has held roles including Senior Business Analyst, Finance Manager and General Manager across both listed and private companies.  While working as a Senior Accountant at Wilson HTM Ltd, Tom was involved in the establishment of numerous funds management businesses.

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 Operations/IT Manager, 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.

Jolon 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 15 years experience in the finance industry. Before joining Channel Capital, Jolon was an equities trader at Bell Potter, Morgans and Patersons, servicing Institutional and Retail clients.  He has also worked on the Emerging Market Credit desk for Deutsche Bank in London.

Jolon is a CFA charterholder and also has Securities, Managed Investments and Derivatives Advice Accreditations from Kaplan Australia.

Michael is responsible for client service delivery to both Channel Capital’s investment manager partners as well as directly to their clients.  Michael has 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.

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 10 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.

Joanne is responsible for Channel Capital’s business administration offering. Previously, Joanne worked for five years with Solaris Investment Management in a similar capacity. Before joining Solaris, Joanne worked with the investment management team at Suncorp Investment Management. Joanne has 16 years of administrative experience in funds management.

Rebecca is a skilled Compliance Manager with over 16 years financial services experience, specifically in the areas of funds management and financial advice, and has worked for and with a number of organisations, including for an ASX200 AREIT for almost 10 years. She is responsible for the management of the compliance and risk frameworks for Channel Capital and its affiliates, providing proactive support and advice on all compliance matters.

Rebecca has a Masters in Financial Planning and is a Certified Compliance Professional (CCP) with the GRC Institute.

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.