The team

Hamish is a former member of the Australian government’s Financial Literacy Board, the Australian government’s Takeovers Panel, the Australian government’s Foreign Investment Review Board and the Forum of Young Global Leaders – World Economic Forum. Hamish is a Director of the Victor Chang Cardiac Research Institute. 

In 2014, Dom was promoted to Deputy Chief Investment Officer and is the portfolio manager of the Global Sustainable and the Global ESG strategies, while still covering financial stocks. Prior to Magellan, Dom was an executive director at Morgan Stanley, with responsibility for leading sector coverage of insurance companies for Asia Pacific. Dom also worked as a consultant with Tillinghast-Towers Perrin, working across a wide span of assignments.

Dom holds a Master of Business Administration from the Australian Graduate School of Management and a Bachelor of Economics from Macquarie University, and is a Fellow of the Institute of Actuaries of Australia.

Dom is a member of Magellan’s Investment Committee.
 

Prior to joining Magellan, Gerald was a director of Capital Partners (now known as CP2) where he was head of securities research and a member of the management and investment committees. Gerald has extensive experience in the analysis and investment management of listed and unlisted debt, equity and hybrid assets on a global basis.

Gerald holds a Bachelor of Economics and a Master of Business Administration, both from Sydney University, and is a Chartered Accountant.

Gerald chairs Magellan’s Investment Committee.
 

She was most recently Head of Franchises and retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State).

Vihari holds a Bachelor of Commerce majoring in Actuarial Studies and Finance and a Master of Commerce majoring in Finance from the University of New South Wales. She is an Associate of the Institute of Actuaries.

Vihari is a member of Magellan’s Investment Committee.

Stefan joined Magellan in 2013 initially in the Technology, Communications and Media team. Prior to Magellan, Stefan was an analyst at Gladstone Partners, a UK-based global equity long-short fund, and worked in Deutsche Bank’s investment banking team. 

Stefan holds a Bachelor of Commerce (First Class Honours) from the University of New South Wales.

Stefan is a member of Magellan’s Investment Committee.
 

Prior to Magellan, Ryan spent 18 months working as a civil engineer in Queensland, most recently at Aurecon. Ryan’s experience includes capital-cost estimates for infrastructure projects, detailed engineering design and optimisation studies.

Ryan is a CFA Charterholder and holds a Bachelor of Engineering (First Class Honours) from the University of Queensland and a Graduate Certificate in Commerce.

Chris joined Magellan in 2007, initially as a senior investment analyst working in the Franchise Team and was promoted to become the Head of the Industrials Team. Chris moved to Magellan’s New York office in 2015 and one year later left to join Davis Advisors as an analyst. Chris re-joined Magellan in 2018 in Australia as a Portfolio Manager.

Chris is a CFA Charterholder and holds a Bachelor of Commerce and a Bachelor of Business Management from The University of Queensland.

Chris is a member of Magellan’s Investment Committee.

Ben was promoted to the additional role of Assistant Portfolio Manager in August 2016 and subsequently promoted to Portfolio Manager in January 2017. Prior to Magellan, Ben spent nearly five years as an equities analyst at Credit Suisse in Sydney, most recently as lead analyst for Australian utilities. Ben has previously had experience in the small caps, energy and telecoms sectors.

Ben holds a Bachelor of Commerce (First Class Honours), for which he was awarded a University Medal, from The University of Queensland and is a CFA Charterholder.

Ofer was promoted to Portfolio Manager in 2017. Ofer has more than 20 years' experience in investment, including more than a decade in infrastructure investment. Prior to joining Magellan, Ofer provided independent infrastructure research, which followed four years as a senior analyst within Colonial First State Global Asset Management’s global listed infrastructure team. Ofer’s prior experience includes roles as head of transport infrastructure at CP2, and various senior roles at Macquarie Securities and the New South Wales Roads and Traffic Authority in Australia.

Ofer holds a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and an MBA from the Australian Graduate School of Management. Ofer is a CFA Charterholder.

Ofer is a member of Magellan’s Investment Committee.

Kris is Head of the Technology, Communications and Media Team, responsible for covering stocks across both the Global Equities and Global Infrastructure strategies, and in 2016 was appointed to the additional role of Portfolio Manager. In 2013, Kris moved to the US to open Magellan’s New York investment office and in 2017 he returned to Magellan’s Sydney office. Prior to Magellan, Kris spent five years with Capital Partners (now CP2) as a senior investment analyst with a focus on transport and infrastructure, as well as general coverage. Kris spent four years as an academic at the University of New South Wales’ School of Banking and Finance.

Kris is a CFA Charterholder and holds a Bachelor of Commerce (Honours) from the University of New South Wales.

Kris is a member of Magellan’s Investment Committee.

Alan is Head of the Financials Team and in 2016 was appointed to the additional role of Portfolio Manager. Prior to Magellan, Alan spent nearly seven years as an analyst and portfolio manager at Maple-Brown Abbott, primarily covering financials in Asia ex-Japan. Alan also worked for six years as an economist at the Reserve Bank of Australia, spending time as a banking sector analyst and in the Reserve Bank’s business liaison program.

Alan holds a Bachelor of Economics (Honours) from the University of Tasmania.

Alan is a member of Magellan’s Investment Committee.
 

Prior to Magellan, Arvid spent 10 years in the research departments of Morgan Stanley and UBS, covering financial institutions and economics. Previously, Arvid assisted insurers with their growth strategies at Aon and spent four years in the Reserve Bank of Australia’s economics and financial markets groups.

Arvid holds a Bachelor of Economics (First Class Honours) from the Australian National University and is a CFA Charterholder.

Arvid is a member of Magellan’s Investment Committee.

Prior to Magellan, Rosie spent four years at Foglamp Capital in New York and 15 years at Goldman Sachs in Sydney and New York. At Foglamp, Rosie was an analyst covering all sectors across global markets. Her career at Goldman Sachs included roles in global investment research and investment banking.

Rosie holds a Bachelor of Business from the University of Technology, Sydney, majoring in Accounting and Finance. She achieved Honours in Finance and was awarded the University Medal. She has been a CFA Charterholder since 2003.

Rosie is a member of Magellan's Investment Committee.

Prior to Magellan, John spent more than five years in Citigroup’s investment banking division with a focus on M&A coverage for financial institutions. John also worked in Citigroup's general industrials coverage team.

John holds a Doctor of Philosophy (Finance) and Bachelor of Commerce (First Class Honours) from the University of Sydney.

Prior to Magellan, Greg was head of demand strategy at the Nielsen Corporation. Preceding this, Greg spent 25 years at Macquarie Group, including 13 year an as executive director in equities research. His responsibilities over these years included leadership roles over the coverage of consumer and broader industrial stocks.

Greg holds a Bachelor of Economics from Macquarie University. He is a Fellow of the Institute of Chartered Accountants (1989) and a Fellow of FINSIA (1992).

Greg is a member of Magellan’s Investment Committee.​

Before that, Matthew gained more than nine years' experience working across three states as a business development manager and in national roles as manager of research relationships, national manager investments and head of investment sales at Colonial First State.

Matthew holds a Bachelor of Economics from the University of Western Australia and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia. He is a CFA Charterholder and has lectured for Kaplan Professional for more than 10 years.

Prior to Magellan, Zarina gained more than 11 years' financial services experience (including extensive experience in the institutional marketplace across the UK, Australia and Japan), most recently as the Head of Institutional Business (UK) and Head of Global Consultant Relationships at Orbis Investment Advisory. Zarina also held investment consulting roles at Mercer and Russell Investments.

Zarina holds a Bachelor of Commerce and a Bachelor of Science from The University of Melbourne, and is a Fellow of the Institute of Actuaries in both Australia and the UK.

Zarina is based in Magellan’s Melbourne office.

Bill simultaneously serves in a similar capacity as President and Founder of Frontier Partners, Inc., where he assists boutique investment managers to compete for assets in the institutional marketplace in the US and elsewhere. Before founding Frontier Partners in 1993, Bill worked at Brinson Partners for seven years as a partner and portfolio manager involved in business development and client service.

Bill holds a Bachelor’s degree (Summa Cum Laude, Bronze Tablet) in finance from the University of Illinois and received a Master of Business Administration from the University of Chicago. He received his Chartered Financial Analyst designation in 1991.

Darren came to Magellan with more than 20 years industry experience. His most recent roles included four years as the head of institutional business at Macquarie Investment Management and seven years in the institutional team at Schroders Investment Management.

Darren holds a Bachelor of Economics and a Post Graduate Diploma in Accounting from Macquarie University. He is a Certified Investment Management Analyst.

Prior to Magellan, Adrian was a senior member of the Global Institutional Distribution team at AMP Capital, focused on real assets primarily in listed and unlisted infrastructure. Before that, Adrian was a consultant with Australian investment consulting firm, JANA Investment Advisors, where he advised superannuation funds and foundations. He also held consultant roles with Ernst & Young Management Consulting and PricewaterhouseCoopers.

Adrian holds a Bachelor of Commerce from Macquarie University and a Graduate Diploma in Investment and Applied Finance from the Financial Services Institute of Australasia.

Adam Smith joined Magellan in 2011. As Head of Trading, Adam oversees all equity and FX trading activities. Prior to Magellan, Adam worked in a variety of trading and advisory roles at Macquarie Group, BCA Research and JP Morgan.

Adam holds a Bachelor of Accounting from the University of Technology, Sydney.

Prior to Magellan, Marcia was Chief Compliance Officer at Platinum Asset Management in Sydney for 5 years. Before that, she held senior roles, including Chief Compliance Officer, in the USA at Dodge & Cox. Marcia brings over 20 years’ experience in the financial services industry in Australia and the USA and has been responsible for national and international regulatory requirements, the development and maintenance of risk and compliance frameworks, licensing, proxy voting, training and liaising with regulators, auditors and clients. She holds a Bachelor of Arts from Wollongong University.

Prior to Magellan, Craig worked in corporate development in the UK at Rentokil Initial PLC and The Hertz Corporation, where he led a number of M&A, joint venture, restructuring and strategic projects. Craig also spent over 15 years in equities markets and investment banking, and was previously a director at Deutsche Bank, providing strategic advice to Australian companies and advising on capital raising and M&A transactions. Craig holds a Bachelor of Economics from the University of Queensland, a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australasia and a Masters in Applied Finance from Macquarie University.

Before that, Leo spent seven years as a corporate lawyer in private and in-house practice specialising in financial services, mergers and acquisitions and commercial law. From 2008 to 2014, Leo held the concurrent role of Company Secretary for the ASX-listed Magellan Financial Group Ltd.

Leo holds a Bachelor of Commerce, a Bachelor of Laws and a Graduate Diploma in Legal Practice. Leo is a solicitor of the Supreme Court of New South Wales, a member of the Law Society of New South Wales and a member of a GC100 Group of the Association of Corporate Counsel – Australia.

Prior to Magellan, Kirsten gained 20 years' experience in funds management (real estate), banking and media. Kirsten has held various finance positions including Head of Finance – ASX Listed & Unlisted Property/REITs at Colonial First State Global Asset Management, Group Financial Controller roles at The GPT Group and Fairfax Media, and 12 years at PricewaterhouseCoopers in audit, accounting consulting services and insolvency management, in both Australia and the US.

Kirsten is a Fellow of the Institute of Chartered Accountants, actively involved in the Chartered Accountants Program, a board member of the financial reporting panel for the Australian Institute of Chartered Accountants and former honorary auditor for Glaucoma Australia.

He was promoted to Investment Operations Manager in 2013 and to Head of Investment Operations in December 2016. Prior to joining Magellan, Anthony was responsible for the operations of a boutique hedge fund and prior to this he spent four and a half years in a variety of roles at Macquarie Bank. Anthony has a Bachelor of Economics from the University of Sydney.