In particular, the investments are overseen by an Investment Committee with a mandate to:
B.Comm, B.Acc (Cum Laude), Adv. Dip Banking (Cum Laude), Chartered Accountant
Farrel founded Wingate in 2003 after a highly successful career as an investment banker, including positions as head of ANZ Private Bank and Group Managing Director of Investec Bank (Australia) Ltd.
Recognised as one of Australia’s outstanding specialised financial service innovators and business builders, Farrel’s experience spans property investment & financing, listed equities, corporate and consumer debt and private equity
Farrel is an advisor to and confidant of many of Australia’s largest private investment groups and families and serves on several boards and investment & risk management committees.
B.Sc, Fellow of the Faculty of Actuaries (UK), Fellow of the Society of Actuaries (USA)
Ryan is an actuary, specialising in risk management and financial structuring. He has spent two decades in the financial services industry holding roles ranging across product development, financing and property. Ryan has business-building and investment experience across three continents and brings substantial marketing, innovation, analytical and entrepreneurial skills to the Wingate, as well as specific experience in the finance, insurance and loyalty industries.
Prior to joining Wingate, Ryan founded Destiny Health, a Chicago-based health insurance company, spearheading what is now commonly referred to as the “Consumer Driven Healthcare” sector in the USA.
B.Comm, Chartered Financial Analyst, Fellow of the Financial Services Institute of Australia
Chad is one of the founders of Wingate Asset Management and has more than 18 years’ experience in the financial services industry, in the UK, South Africa and Australia.
His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa.
In 1998 Chad co-founded Aurica Financial Services in South Africa, a private client asset management company. In 2001, this was sold to Anglorand and Chad moved to Melbourne where he joined AXA Asia Pacific in 2003 in the role of investment specialist in equities and fixed income.
B.Comm, B.Compt, Chartered Accountant
Richard has over 20 years of experience in financial markets, including advisory and principal investing roles in equity and debt markets in Australia and offshore. Richard’s career has included senior roles at ING Barings, Investec Bank, Hindal Group and River Capital where he developed a strong track record in mid-market advisory, private equity and debt.
B.Comm, B.Acc, M.Applied Finance, Chartered Accountant, Fellow of the Australian Institute of Company Directors
Larry is an experienced, accomplished and highly regarded business leader with a career spanning over 25 years in financial and professional services.
He was previously CFO of HBF Health Insurance and also the former CFO and Deputy CEO of GESB, Western Australia’s largest, locally based superannuation fund, managing an investment portfolio of over $19 billion on behalf of over 330,000 members. Larry led significant structural change at GESB and provided strategic oversight and governance across the Fund. He worked with the Link Group, on the acquisition and integration of Superpartners, which provides outsourced administration services to the Industry Superannuation Funds.
Larry has worked both in Australia and internationally and was with PwC prior to joining GESB in 2004. He has a well developed understanding of the corporate and government sectors and has served on both commercial and not for profit boards. In 2008, he was awarded CFO of the Year by the Institute of Public Administration in Australia (WA) and is past President of the Carmel School Board.
Paul has extensive experience as a Director and CEO across a broad range of industries including banking and finance, telecommunication, broadcast and cable television, manufacturing, legal services, defence related organisations and higher education management.
Paul held Senior Executive roles in many of Australia’s most prominent blue-chip organisations, including Telstra, CBA, ANZ and the State Bank of Victoria. He has experience in both domestic and international markets, working across listed, private, government and not-for-profit organisations.
In recent years, he has been appointed to serve on the board of several notable organisations, including in the role of Chairman for Foxtel and the Defence Audit and Risk Committee for the Department of Defence, and other Non-Executive Directorships for companies including ASC, National Australia Bank, Rothschild, The Seven Network, Bluescope Steel, Mallesons Stephen Jaques and IBM Australia.
Paul is a graduate of the University of Melbourne and Harvard University and was Dean, Professorial Fellow and Director of Melbourne Business School from 2000 to 2004.
B.Comm, B.Social Work
Geoff sits on a number of Boards pursuant to the management of his family’s investment holdings which range across property, equities, fixed income and private equity in Australia and globally. Geoff is also a director of the Precision Group which is involved in the acquisition, management and development of commercial property with interests in the retail, office and hospitality sectors of the property market.
B App Sc, Grad Dip Acc; and Fellow of The Institute of Chartered Accountants in Australia
Antony is a globally focussed Commercial Senior Executive with 32 years of experience. During his 28 years at KPMG he held positions as a partner including Head of Valuations, Head of Mergers & Acquisitions, Head of Industry Restructuring & Privatisation, Head of Energy & Natural Resources and a member of the Board. He was also CFO of Better Place Australia – an electric vehicle recharge network operator for three years and then its CEO. Antony has world recognised industry experience in energy and utilities along with many other industries including mining, retail, airlines, transport and logistics, media, manufacturing and real estate. He has played many community roles including Council member and former Treasurer of Bialik College; two terms as a Council member of Questacon, the National science and technology centre; former Member of the Solar Flagships Council; Treasurer of the Australia Israel Chamber of Commerce (current) and Chairman of AUSiMED (current).