Who is JANA?
Our people
The strength of any investment-related business lies in its people. To be successful we bring together a range of intellectual and analytical skills, combine them with wisdom and experience, and manage the mix in an environment that is both stimulating and rewarding.
An experienced and stable team
JANA’s team of professionals is exceptionally stable, and the depth of experience within the firm is unrivalled. This, together with our collaborative business model, allows for the collective skills and wisdom to be disseminated throughout the team.
We have 43 investment professionals, each of them involved in both research and client consulting. Our younger professionals learn alongside their more experienced colleagues, and this produces a natural succession of high quality consultants with experience in both research and client advice.
We have dedicated research teams for each of a broad range of asset classes. Every investment professional researches at least one asset class, and every asset class team includes at least three investment professionals. Again, experience and skills are distributed across the teams, creating balanced yet dynamic structures.
JANA Organisation Structure
JANA Organisation Structure (PDF, 28Kb)
Leadership Team
- Ian Patrick
- Chief Executive Officer
- More info
Ian is our Chief Executive officer. That involves him managing JANA’s commercial interests and the day to day operations of the firm. Ian continues to manage a number of client advisory relationships, and he was formerly the head of our Global Equities research team.
Before joining JANA in 2002, Ian was a Principal at Mercer Human Resource Consulting in Sydney. Previously, Ian worked for Alexander Forbes in Johannesburg.
Ian holds a Bachelor of Science (Honours) degree and a Master of Business Administration from the University of Witwatersrand, Johannesburg. He qualified as a Fellow of the Faculty of Actuaries (Edinburgh) in 1991, and is also a Fellow of the Institute of Actuaries of Australia. Ian is a CFA charter holder.
- Ken Marshman
- Chair and Head of Investment Outcomes
- More info
Ken is Head of Investment Outcomes and Chair of the Board of Directors of JANA. That involves him focussing on the delivery of superior investment returns for clients, particularly the next wave of investment opportunities and how good investment ideas can be implemented effectively.
Ken was JANA’s Managing Director from 1995 to 2008. Before joining JANA, he held the position of Director of Finance for the State Electricity Commission of Victoria, and has held a number of positions, including CEO within that organisation. He has specialised in financial markets and corporate strategy for over 30 years and has been intensively involved in investments for superannuation funds since 1986.
Ken has a Bachelor of Arts (Honours) degree in Mathematics and Economics from the University of Melbourne, and a Masters of Economics (Econometrics) from Monash University.
- David Holston
- Head of Consulting – Melbourne and Executive Director
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David is Head of Consulting in Melbourne. This involves overseeing the advice that JANA gives to clients. He is also a member of the Australian Equities research team.
Prior to joining JANA in 1999, he was CEO/MD at both National Financial Management (NFM) and National Australia Trustees. He was also concurrently a Director of the National Australia Bank Staff Superannuation Fund and Chairman of the Investment Committees for both the fund and for NFM's retail investment master trusts.
David holds the degrees of Bachelor of Arts and Bachelor of Education from the University of Melbourne, as well as a Graduate Diploma in Business and a Diploma in Superannuation Management. He also holds a Diploma of Financial Planning. David was a Director of ASFA from 1996-2007.
- John Coombe
- Head of Consulting – Sydney and Executive Director
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John is Head of Consulting in Sydney. This involves overseeing the advice that JANA gives to clients. He is also a member of the Global and Australian equities research teams. John is JANA longest serving employee having joined the firm in 1988.
Prior to joining JANA, his experience included ten years at the State Electricity Commission of Victoria (SECV), where he worked in the superannuation, treasury and accounting areas. At the SECV Superannuation Fund, John was involved in the internal management of Australian equities and bonds.
John holds a Diploma of Business Studies from Footscray Institute of Technology and is a qualified accountant.
- Jim Lamborn
- Head of Investment Solutions and Executive Director
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Jim is our Head Investment Solutions. Jim has overall responsibility for the JANA investment platform, including performance and manager appointments and terminations. This role focuses on ensuring the "best ideas" from the JANA research teams are being made available via multi manager investment solutions to our clients. Jim is a member of the senior management team.
Prior to joining JANA in 2002, Jim was the Treasurer for SPI Powernet.
Jim holds a Bachelor of Economics from Monash University and a Masters of Applied Finance from Macquarie University.
- Steven Carew
- Head of Investment Research and Head of Absolute Return
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Steven is our Head of Investment Research. That involves the management of JANA's research programme and to undertaking general manager research and specific research projects. He is also head of JANA’s Absolute return research team.
Prior to joining JANA in October 1998, he was a consultant at Macquarie Bank. There he was primarily involved in establishing the investment advisory practice in the Melbourne office for a high net worth individual client base. Between 1993 and 1997, Steven was employed with master trust manager Wilson Dilworth Limited.
Steven holds a Bachelor of Commerce degree with Honours in Economics from the University of Melbourne, a Graduate Diploma of Applied Finance from the Financial Services Institute of Australia, a Graduate Diploma in Accounting from Monash University and a Masters degree in Applied Finance from Macquarie University.
- Robert Day
- Head of Unlisted Investments
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Robert is our Head of Unlisted Investments. That involves him leading JANA’s capability in the analysis of unlisted investments for our funds. He also leads JANA’s private equity research and direct investments team and is a member of the Infrastructure research team.
Prior to joining JANA in June 2006, his most recent role was Head of North America for Commonwealth Bank of Australia, based in New York. He has over 20 years’ experience in project and structured financing at Commonwealth Bank and, before that, at Barclays Bank, in Sydney, New York and Hong Kong.
Robert holds a Bachelor of Commerce (Economics), Master of Commerce (Finance & Accounting) and a Graduate Diploma in Business Administration, from the University of NSW.
- Ashleigh Crittle
- Head of Operations
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Ashleigh is Head of Operations. Her brief includes managing the internal business requirements, including IT, HR and Finance. In addition, Ashleigh provides technical input on issues of governance and regulation.
Prior to joining JANA in Nov 2006, Ashleigh acted as JANA’s legal counsel for over 3 years in her capacity as Senior Legal Counsel within the MLC group.
Prior to joining MLC, Ashleigh worked as a lawyer in Hong Kong focusing on the establishment and regulation of mutual (hedge) funds and other investment structures for clients in Japan, Hong Kong and Singapore. Ashleigh started her career in 1998 at Mallesons Stephen Jaques in Sydney.
Ashleigh qualified with a Bachelor of Science and Bachelor of Laws (Hons 1), from Macquarie University. Ashleigh has also completed a number of subjects with the Financial Services Institute of Australia.
- Nicole Storey
- Head of Business Development
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Nicole is our Head of Business Development. She is responsible for all new business activities at JANA, including JANA’s Investment Advisory Services, Implemented Consulting Solutions and Product Solutions. Her brief also includes management of all tender consultant relationships and she is involved in a number of strategic business initiatives.
Prior to joining JANA in March 2003, Nicole worked with Barclays Global Investors for five years. There she was involved in business development within the industry funds, corporate funds and fund-of-funds master trust sectors. She was also involved in managing Barclays Global Investors' client and investment consulting relationships. Preceding BGI, she spent two years at Macquarie Bank in the Institutional Funds Division.
Nicole holds a Bachelor of Commerce degree, majoring in Marketing and Finance from the University of Sydney.
Note: Currently on Maternity Leave
Senior Investment Professionals
- Aidan Geysen
- Head of Australian Equities
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Aidan is our Head of our Australian Equities research team and a member of the Global equities research team.
Before joining JANA in 2003, he spent 12 months working and travelling in Europe. During that time he worked at Zurich, assisting with the roll out of professional indemnity insurance to the solicitors' market. Following Zurich he fulfilled a Business Analyst role within Barclays Bank. In 1997 he began his career at National Financial Management (NFM) as part of their graduate program.
Aidan holds a Bachelor of Business from Swinburne University, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australia.
- Chris Kamino
- Head of Quantitative Systems
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Chris is our head of the Quantitative Systems research team. At JANA, Chris is responsible for providing advisory services to a number of JANA’s clients, and is also responsible for JANA’s performance reporting system and the quantitative systems used by JANA’s research teams.
Prior to joining JANA in May 2005, Chris spent two years at Australian Unity Funds Management. His role included investment manager research and portfolio construction for their multi-manager products. Previously Chris was four years at Frontier Investment Consulting, initially joining as an Investment Analyst, and eventually moving into the role of Head of Client Reporting. During 1996 and 1997 Chris was employed with master trust manager Wilson Dilworth Limited.
Chris holds a Bachelor of Applied Science (Mathematics) degree from RMIT University in Melbourne.
- Duncan Smith
- Head of Property
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Duncan is our Head of Property research team and a member of the Australian Equities research team.
Before joining JANA in 2007, Duncan spent 12 years with NAB Superannuation Fund, most recently as Assistant Fund Secretary, responsible for the Investment Function of the Fund. The role included managing a direct property portfolio, this included acquisition, and disposal recommendations and implementation, and general portfolio management. Duncan has also held positions on the Investor Review Board for Lend Lease APPF Funds, advisory committees for AMP Infrastructure funds and the Investor Committee for Telstra Dome.
Duncan has a Graduate Diploma in Applied Finance & Investments, Graduate Diploma in Financial Planning, CPA and a Bachelor of Business. Duncan is also a Fellow of the FINSIA and a member of CPA.
- Eric Stevens
- Principal Consultant (Implemented
Consulting)
- More info
Eric is responsible for the day to day management and strategic operation of the JANA Implemented Consulting investment platform.
Before joining JANA in 2001, Eric spent 7 years in Stockholm. His last position was Head of Debt Capital Markets and Credit Research with Enskilda, investment banking arm of Skandinaviska Enskilda Banken. Previously he was a manager, funding within the SEC Victoria.
Eric holds a Bachelor of Economics (Honours) and a Master of Economics from Monash University.
- Evan Reedman
- Head of Portfolio Construction
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Evan is the head of JANA’s Portfolio Construction research team.
Prior to joining JANA in January 2008, Evan spent 10 years in the finance industry, most recently at the Commonwealth Bank as the Executive Manager, Private Banking. Additionally, Evan has held consulting positions with Suncorp and Macquarie Bank. Evan has recently been engaged as a sessional academic whist undertaking a PhD at the Queensland University of Technology (QUT). His research interests include asset allocation and portfolio management, and his current research project, for which he was awarded a competitive Australian Postgraduate Award Scholarship, is ‘Bayesian Asset Allocation Modelling and Portfolio Optimisation’.
Evan holds a Bachelor of Business (Banking & Finance) with First Class Honours and is a recipient of the QUT University Medal for Academic Excellence. Additionally, he holds a Diploma of Financial Planning (DipFP), and is a Fellow of The Financial Services Institute of Australasia (FINSIA).
- Greg Clerk
- Head of Custody
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Greg is the Head of Custody and also a member of the Quantitative Systems team. His current role includes the provision of investment and administration advice to superannuation funds. Greg joined JANA in September 1998.
Greg holds a Bachelor of Science (Honours) degree, and a Doctorate in Theoretical Physics, both from the University of Melbourne.
- James McKinlay
- Head of Fixed Interest and Cash
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James is our Head of Fixed Interest and Cash. This involves him mainly managing research, but he is also involved in portfolio construction.
Prior to joining JANA in 2007, James spent 2 years as an economist with the NAB economics team. James also spent several years as an economic adviser to the Australian Government within the Department of the Treasury and the Department of the Prime Minister and Cabinet.
James holds a Bachelor of Commerce degree with Honours in Economics and a Bachelor of Science degree from the University of Melbourne.
Jim is our Head of Infrastructure Research Team. This involves him in managing research into this asset class. Jim is the primary point of contact with JANA’s Western Australian Clients.
Prior to joining JANA in January 1998, he worked at the Victorian Department of Treasury and Finance, starting in December 1975. He was primarily involved in budget operations and was an Assistant Director in the Budget Strategy and Management Branch. In his later years at the Department, Jim was also responsible for the preparation, implementation and supervision of the Victorian Government's guidelines for the funding of non-government organisations.
Jim holds a Bachelor of Commerce (Honours) degree from the University of Melbourne.
- Maria Popov
- Head of Implementation Services
- More info
Maria is responsible for JANA’s business support team, providing a broad range of operational services to JANA consultants and clients. Her brief also includes Head of JANA’s implemented services research team.
Prior to joining JANA in April 2002, Maria worked with Southcorp Limited, where she managed all operational aspects of the in-house Superannuation Department. In addition, Maria held roles as Fund Secretary and member communications facilitator, preparing and delivering member education programs at Company sites around Australia.
Maria holds a Diploma of Superannuation Management, through the Association of Superannuation Funds of Australia (ASFA), and a Diploma of Investment Markets through the Financial Services Institute of Australasia (FINSIA). Maria has been an active peer trainer for professionals in the superannuation industry through her work with ASFA.
Maria is also an ASFA Fellow and a member of the Women in Super Association
- Michael O'Dea
- Principal Alternative Investment
Solutions
- More info
Michael is the portfolio manager of the JANA TriplePoint Fund and is a member of the Alternative Investment Solutions’ Committee. Previously, Michael was the head of JANA’s Absolute Return Research (hedge fund) Team for four years. Michael joined JANA in February 2001 and has held a number of consulting and research roles. More recently he has been instrumental in the development of the Alternative Investment Solutions group.
Prior to JANA, Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.
Michael holds a Bachelor of Business (Economics and Finance), with distinction, from RMIT University. He was awarded a John Storey Scholarship to undertake an international exchange program to Sweden, where he completed his degree at the Jönköping International Business School.
Michael is a Vincent Fairfax Fellow and is a Director of Youth Challenge Australia, an Australian not for profit organisation.
- Michael Mulcahy
- Head of Global Equities
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Michael is head of JANA’s Global Equities research team and also a member of the Fixed Interest and Cash research team. He provides investment consulting advice to clients based in NSW and Queensland.
Prior to joining JANA in October 2007 he held the position of Portfolio Manager World Equities with Suncorp Investment Management (SIM) for a period of five years. Prior to assuming this role, Michael held a number of positions within the Wealth Management arm of the Suncorp Metway Group, including Research Manager (external funds), Manager Research & Technical Strategies and Product Manager (retail unit trusts).
Michael holds a Bachelor of Commerce degree from the University of Queensland and a Master of Applied Finance degree through Macquarie University. He is a Fellow of the Financial Services Institute of Australasia (FINSIA).
- Robert Sturzaker
- Principal Consultant
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Robert is involved in our research teams, focusing on the Absolute Return team. He began consulting to JANA in 1996 formally joinged JANA in January 1997.
His experience with investments began with project analysis and financial modelling in the early 1980’s and he has been actively involved with superannuation investment since 1989.
Robert holds a Bachelor of Economics, a Graduate Diploma of Accounting, a Graduate Diploma of Computing, and a Diploma of Superannuation Management. He is a Fellow of the Australian Society of Certified Practising Accountants, and a Fellow of the Institute of Chartered Secretaries and Administrators.