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.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.
Mark has extensive experience and knowledge in all facets of the property and property finance sectors, built through various senior executive roles over the course of the last two decades. He is well known and trusted within the property industry as a specialist in risk assessment, structuring and funding of leveraged property transactions. Prior to joining Wingate, Mark spent more than 10 years with Ashe Morgan Winthrop, as a director in various roles including responsibility for their commercial lending business.
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.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, B.Acc, Chartered Accountant, CMA
Franco has over the past 23 years initiated, advised on and closed transactions valued at many billions of dollars in corporate finance, mergers & acquisitions and capital markets. Franco’s experience includes advising large privately owned businesses as well as national and multi-national public corporations on both local and cross-border transactions.
Prior to joining Wingate, Franco was a partner at PwC for 18 years and a leading member of the firm’s Corporate Finance team.
B.Comm (Accounting & Finance), Chartered Accountant, GAICD
Adam has vast experience in financial management, corporate governance, accounting, taxation, investment structuring and private equity investing.
Adam spent the early part of his career as a manager at leading national accounting and tax firm, Pitcher Partners, following which he was Group Financial Controller at Jagen, one of Australia’s largest family offices. In addition to group financial management and control, Adam was responsible for the management of Jagen’s private equity investment portfolio.
Adam is responsible for Wingate’s financial management, taxation and regulatory compliance, operational risk management as well the Group’s statutory and secretarial functions.
B.Comm, LLB (Hons)
David is a specialist in private equity, mergers and acquisitions and business growth strategy. David’s responsibilities include the assessment of principal investment opportunities, transaction execution and the ongoing management and optimisation of investee companies. Prior to joining Wingate, David was a Director within PwC’s strategy practice, working with corporate and private equity organisations in Australia, New Zealand and North America.
Jamie has held a range of senior roles in the global asset management sector. He spent the early part of his career at Morgan Stanley followed by Goldman Sachs. Subsequently, Jamie spent four years at Deephaven Capital Management, a US based multi-strategy hedge fund, and most recently was a founder and Partner at Tyrus Capital, a Europe based multi-billion dollar investment firm managing global equities funds.
Jamie joined Wingate Asset Management in 2016 as Chief Executive Officer.
B.Comm, B.Acc, Adv. Dip Financial Services, Chartered Accountant
Dani has over 20 years of experience in the investment industry and financial markets, primarily focussed on optimising the structure and operational flow of professional advisory practices. His career has included senior roles at Zurich Financial Services, Australian Financial Services and at National Australia Bank. He is regarded as a thought leader in the investment advisory business, specialising in business growth strategies and client engagement solutions.
Kevin was a founding Director of Alceon and has over 20 years experience working in Australia and internationally in investment management, corporate advisory and strategy.
Kevin started his career as a corporate lawyer at Herbert Smith Freehills, and has held roles at Babcock & Brown and AT Kearney. He has a particular focus on private equity and property.
Geoff has an extensive commercial background spanning more than 40 years. His executive experience has been gained within the financial services industry, in Australia and a number of other countries including Hong Kong, USA and UK. For the past eighteen years, he has been active as a non-executive director covering a broad range of industries including banking/wealth management, property and property maintenance, technology, spring water bottling and distribution, and mining services and infrastructure.
Fellow of the Institute of Chartered Accountants in Australia, Fellow of the Australian Society of Certified Practising Accountants, Certified Cost Accountant
Ron is the founder and former Senior Partner of Pitcher Partners, Australia’s leading and most prominent mid-market accounting and tax practice. Prior to the founding of Pitcher Partners, Ron was Deputy Managing Partner of KPMG, Melbourne. He has over fifty years of experience in the accounting and business advisory professions, having advised and been counsel to some of Australia’s largest family businesses. Ron has served on the boards of several listed and private companies in the roles of Chairman and Chair of Audit and Remuneration Committees. Ron’s key areas of expertise include audit, business and financial advisory and counsel, in a vast array of sectors, including financial services, manufacturing, service industries, wholesale, import, retail and agriculture.
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.
Fellow of Australia Property Institute, Associate Real Estate Institute, Certified Practising Practitioner (Finance), Certified Development Practitioner, Certified Facility Manager, Certified Practising Valuer (Business)
Scott Keck is Chairman of Charter Keck Cramer, a leading Australian independent, strategic property consulting firm. Scott has 48 years property valuation and Corporate Real Estate experience across the national markets. He is frequently engaged as a senior negotiator in complex commercial and statutory issues related to the property market and for advice in relation to large portfolio valuations for major statutory and private corporations. He has consulted to many corporate clients on asset acquisition and disposal and accommodation solutions. He regularly appears as an expert witness in litigation proceedings. Scott has a strong understanding of corporate governance, accountability, growth strategies and operations.
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.
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 Ec (Honours), M Com (Merit), Grad Dip, Finsia
Darren is the Managing Director of Sandbar Investments, a private investment company. He was previously a Partner, member of the Executive Committee and a Director of CHAMP Private Equity where he spent 16 years. While at CHAMP he led the acquisition and portfolio management of companies including oOh!media (an ASX listed company which he remains on the board of as a Non-Executive Director), Study Group Pty Ltd, LCR Group Pty Ltd and Golding Contractors Pty Ltd.
Jeff has more than 25 years’ experience in property finance and associated areas during which time he has built an outstanding track record in meeting clients’ objectives. He spent 10 years with BankWest and was responsible for establishing the successful BankWest Property Finance Unit in Perth in 1995.
He spent several years as a Director at Ashe Morgan Winthrop where he established the company’s structured finance capability in Melbourne and its national commercial property lending business under a CMBS program. Prior to founding Cohenca Consulting, Jeff was Division Director Real Estate Structured Finance at Macquarie Group.
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).