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 holding positions as head of ANZ Private Bank and the 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 funds management, private equity, private clients, debt, structured investments, corporate advice, business strategy, capital markets, securitisation and funding for large privately owned businesses.
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 Ec (Honours), Fellow of CPA Australia, Fellow of the Governance Institute of Australia
Russell’s experience includes 12 years as Chairman (and member of the Investment Committee) of the ANZ Australian Staff Superannuation Scheme and 6 years as Chairman of the Australian Payments Clearing Association. Prior to that he was an executive director of Myer and a senior general manager of the ANZ Banking Group. He currently chairs the Finance Committee for the Victorian and Tasmanian operations of the Uniting Church of Australia.
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.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 is currently CFO of HBF Health Insurance and was 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.