Team Profile
Greg Vaughan, CFA, FIAA, BA.
Greg is the Managing Director and Head of Research at Ankura Capital. Greg has over 23 years investment experience at senior levels in various organisations, including the Reserve Bank of Australia, Rothschild Australia Asset Management and Towers Perrin Asset Consulting. Greg established the predecessor of Ankura Capital at HSBC in 1995. Greg is an actuary and CFA charterholder and is actively involved in research and the management of Ankura Capital's investment process.
Jason Davis, FIAA, BEc.
Jason heads the portfolio management function at Ankura Capital and also has an active role in research. Jason has 15 years experience in the industry, gained at Legal & General, Queensland Investment Corporation and Rothschild Australia Asset Management where his role was Head of Quant. It was there that Jason first began working with Greg before venturing off to found Ankura Capital's Australian equity process with Greg. The two have worked together since 1994. Jason is also an actuary and has a degree in Economics from Macquarie University.
Mary Aviani, CFA, BSc.
Mary joined the Ankura Capital equity team in 1999 as an investment manager and since early 2001 has been the Marketing and Client Services Director. Most recently, Mary has also been involved in portfolio management. Mary first began work in 1990 at Towers Perrin as an analyst in the asset consulting business. From Towers she went on to work in Singapore as a portfolio manager for a boutique quantitative Global and Asian equity manager, Koeneman Capital Management. Since then she has worked for IPAC as Senior Investment Analyst, and Barclays Global Investors as Manager, Institutional Business before joining Ankura Capital in 1999. Mary is a CFA charterholder.
Derek Bilney, CFA, FIAA, BSc.
Derek is actively involved in portfolio management, research and monitoring of the execution process. Derek joined Ankura Capital in April 2004 after working for the Commonwealth Bank of Australia ("CBA") for a period of 3 years. For the last 18 months at CBA, he was working within the Investment Products division on a number of special projects. Prior to CBA, Derek worked in the Office of the Government Actuary as an actuarial analyst. Derek has a Science degree from James Cook University, majoring in Computer Science and Mathematics. He qualified as a Fellow of the Institute of Actuaries in 2004 and received his CFA charter in 2006.
Sidney Chow, MCom, BE.
Sidney is actively involved in portfolio management and process programming along with daily and weekly data processing. Sidney joined Ankura Capital in December 2002 as a Portfolio Manager after a 5 year period working for Credit Suisse First Boston as a Senior Equities Application Programmer. Sidney is actively involved in portfolio management and process programming along with daily and weekly data processing. Sidney has a Master of Commerce in Finance and a Bachelor of Computer Engineering from University of New South Wales.
Darren Beesley, BCom, FIAA
Darren is actively involved in portfolio management, data processing and client reporting. Darren joined Ankura Capital in September 2006, previously working as an analyst at Watson Wyatt Investment Consulting. Darren has a Commerce degree from the University of NSW, majoring in Actuarial Studies and Finance, and was awarded the UNSW Co-op scholarship in Actuarial studies in 2000. Darren qualified as a Fellow of the Institute of Actuaries in 2008.
Ben Dunn, CFA, BIT.
At Ankura Capital, Ben is involved in portfolio management, and research. Ben joined Ankura Capital in January 2001 after relocating to Sydney from Brisbane where he worked at Queensland Treasury Corporation as a software engineer followed by Queensland Investment Corporation where he was promoted to having sole responsibility for quantitative analysis and research in Australian equities. Ben has an IT degree from Queensland University of Technology with majors in software engineering and mathematics and is a CFA charterholder. Ben is currently on secondment to BNY Mellon Asset Management Japan Limited.
Jakub Ronowicz, BCom, BSc, FIAA.
Jakub joined Ankura Capital in 2007 as an assistant portfolio manager for the Japanese equity product. Jakub was previously at Ernst & Young and Suncorp where he held various acturial and statistical modeling roles. Jakub is a Fellow of the Institute of Actuaries and holds Bachelor of Commerce and Bachelor of Science degrees.
Fiona Breen, BCom
Fiona is Operations and Compliance Manager at Ankura Capital. Fiona has over 15 years experience in the financial services industry both in Australia and overseas. From 1993 - 1996, Fiona worked at Ulster Bank Custodial Services in Dublin in their Trustee and Compliance division where she was responsible for compliance for their Irish regulated funds. From 1996 - 1999, Fiona worked at Citibank Trustees (Ireland) Limited as their Trustee Manager where she managed a team with compliance responsibility for Irish and Hong Kong regulated funds. In Australia, Fiona has worked at Perpetual Limited for 4 years where she was the relationship manager for the Responsible Entity relationship with Ankura Capital. Fiona joined Ankura Capital in December 2005.
