Dr Simon Conroy
Senior Portfolio Manager
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Tony Edwards is the Chief Investment Officer and an Executive Director of Atrium Investment Management. Tony joined Atrium in 2012 and has over 20 years’ experience in financial markets. Prior to joining Atrium, Tony spent over six years at Queensland Investment Corporation (QIC), where he was a Senior Portfolio Manager with responsibility for the Core Australian Equities Fund and the Concentrated Australian Large Caps Fund during his tenure. Tony’s experience prior to this includes domestic and international equity research roles covering a diverse range of industries with Colonial First State Global Asset Management, BT Funds Management and Merrill Lynch.
Simon is the Chief Operating Officer and an Executive Director of Atrium Investment Management. Prior to joining Atrium, Simon spent 12 years at Macquarie Group, where as a Division Director he led a team responsible for a diversified private markets investment program with capital deployed across more than 30 assets and funds. Simon’s career has also included roles on structured products and ECM desks with Macquarie, and as an equities analyst with Australian Ethical Investment. Simon has qualifications in Science and Business Administration and is a graduate of the Australian Institute of Company Directors.
Brendan has over 20 years’ experience in global financial markets investing across asset classes. Most recently, Brendan spent 4 years at MST Capital a Multi-Strategy Macro Discretionary Hedge Fund. During this time, he managed global investments across Credit, Equities and Foreign Exchange. Prior to this Brendan spent 6 years at UBS as part of the Fundamental Investment Group, a Sydney based team investing as a multi-strategy hedge fund in the Australian market. Here he managed a portfolio focused on Credit and Convertible bonds with a mandate that stretched across the capital structure. At the conclusion of his time at UBS, Brendan’s responsibilities extended to risk management for the entire Fundamental Investment Group. Brendan began his career with 3 years at Ferox Capital a global convertible bond fund manager based in London.
Glen has over 18 years’ experience in financial markets, predominantly in strategic positions. Glen spent seven years as a multi-asset portfolio manager at Perpetual Investments where he was responsible for running multi-asset funds as well as strategic and tactical asset allocation, trading, risk budgeting, and quantitative modelling. Glen also managed quantitative and smart beta strategies in the areas of developed and emerging market equities, REITs and commodities. Prior to this Glen was a quantitative analyst in the Australian equities team for over two years where he worked on alpha signal research, risk modelling and optimisation. Before Perpetual, Glen was at AMP Capital Investors and Willis Towers Watson (then Watson Wyatt).
Bill Prendergast has over 24 years’ investment experience, most recently at QBE Insurance, where he spent almost 6 years as a Senior Portfolio Manager, including 2 years in New York where he established QBE’s investment management capability in the Americas. Prior to QBE, he was employed at Queensland Investment Corporation (QIC) as a Senior Portfolio Manager in the Global Fixed Income team with a focus on inflation, interest rate, and credit derivative markets. This role followed 7 years in Tokyo with AXA Investment Managers, the majority of which was as a Senior Portfolio Manager in the Yen markets. This was preceded by a number of years with AXA in Melbourne in various investment-related roles. Bill is a CFA designation.
Chris has over 30 years’ experience in financial markets focusing on listed Australian equities. Prior to joining Atrium Chris was a Director and Portfolio Manager at Discovery Asset Management. His responsibilities included portfolio management and investment analysis of a range of companies across the Resources, Energy and Industrials sectors as well as the funds’ trading activities. Prior to this Chris spent seven years at Queensland Investment Corporation (QIC) as a financial analyst and dealer and over 18 years in Sydney working at domestic and international investment banks. His roles included running sales and trading desks for Citibank, Macquarie Bank and Deutsche Bank.
David has over 16 years’ experience in global financial markets across all major asset classes. Prior to joining Atrium as a Portfolio Manager, David constructed bespoke portfolio solutions for clients as a Portfolio Manager with Select Investment Partners. Additionally, he was involved in investment strategy and manager research with overall responsibility across three core sectors. David has a Bachelor of Economics, a Graduate Diploma in Applied Finance (FINSIA) and is a CFA Charterholder.
Andrew has a Bachelor of Commerce (Economics) with First Class Honours in Finance. He is currently completing a Master of Information Technology specialising in Artificial Intelligence at the University of New South Wales. Prior to joining Atrium, Andrew worked at Macquarie Bank where he was responsible for providing independent valuations on derivative positions traded by the equities and fund management divisions.
Howard has worked in the financial services industry for over 8 years. Prior to joining Atrium, Howard worked at QBE insurance as a Senior FX Dealer managing the currency trading, FX risk management & reporting of daily FX Exposures. Howard has had over 2 years’ experience with Ellerston Capital as an Investment Analyst where he was responsible for the execution of trades, daily portfolio analysis & research on global macroeconomic themes, and over 3 years as an analyst at Russell Investments where he performed actuarial valuations, analysis & reporting of various superannuation funds.
For the last 13 years, Ian Gibson has acted as a Director, Investment Adviser and Consultant to a range of financial organisations, including hedge funds, equity fund managers, investment banks and family offices. Previously Ian was an Equities Analyst and Fund Manager at Fidelity Investments Management, based in Hong Kong and at Potter Warburg/SBC Warburg in Australia, covering multiple sectors. Ian holds a Bachelor of Laws and Bachelor of Business (Finance) from the University of Technology, Sydney and a Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Kevin has over 22 years’ experience in financial markets including nine years focused on multi-strategy investment management. Prior to Atrium, Kevin was based in Hong Kong and worked at Stark Investments and its spin-off, OCP Asia for nine years as a Portfolio Manager of their Australasian and Greater China portfolios. During this time, he managed investments across multiple asset classes including equities, credit and privates. Kevin has also spent eight years in investment banking at JPMorgan in both Australia and Hong Kong where he focused on mergers and acquisitions as well as equity capital and derivatives markets.
Tony is the co-founder and CEO of Jacobi Strategies, a San Francisco based fintech company focused on asset allocation and risk modelling technology for multi-asset funds. Prior to Jacobi, Tony was the Chief Strategist at QIC, based in Australia, where he was responsible for the investment strategy and portfolio construction of over $45 bn of client assets. Tony has over 16 years’ experience in financial services, focusing predominantly on multi-asset class investing. Tony has also previously held senior roles in portfolio management and quantitative analysis at both QIC and QTC and holds a PhD in Applied Mathematics.
John is a highly regarded and skilled property specialist with extensive international real estate experience. He has around 35 years’ experience across a number of property disciplines, including funds management, leasing, property development, and property finance advisory. John was an Executive Director at Macquarie Bank for 14 years, heading the Development Capital division, and managing the wholesale funds management business responsible for opportunistic property investments on behalf of institutional clients. Most recently he was a principal in the expansion of a Melbourne based development management group’s expansion into NSW. He has also held roles and JLL, Grocon and a Sydney based architectural firm.
With a career in asset management and investment spanning more than 22 years, Alex has worked with leading global firms in both Sydney and London. His experience has included establishing and developing fund management businesses that gained a global reputation for investment excellence. Before joining Atrium Investment Management, Alex was a Portfolio Manager for the Global Listed Infrastructure portfolio with Magellan Asset Management. Other senior roles have included Capital Partners (now CP2), a specialist global investment advisory and management firm, as well as Schroders Investment Management in London. Alex commenced his career in the Treasury division of the National Australia Bank.
Rob has over 20 years of investment experience, with expertise in equity portfolio design and construction, equity capital markets research, portfolio modelling & valuation and stakeholder and client management.
Rob is currently Managing Director of Jacobi Strategies and was previously the Head of Equities at QIC and Suncorp.
David Dix has worked across the investment management industry and investment markets for 25 years. Prior to joining Atrium, David spent 12 years at AMP Capital Investors, most recently as the Senior Investment Specialist for the Multi Asset Group. Prior to this, David worked in debt capital markets in the UK for Deutsche Bank, Merrill Lynch and Chase Manhattan (now JPMorgan). David has extensive expertise in the funds management industry and has developed a range of market leading investment solutions for the institutional and retail marketplace in Australia and overseas.
A seasoned investment specialist with a passion for financial advice, Leo has more than a decade’s experience in a variety of roles spanning advice, research, product management and investments. He began his career as an Investment Analyst and Advisor at Dixon Advisory, working directly with high-net wealth clients. Before joining Atrium, he was a Product Manager with Mercer and ClearView Wealth Products division, helping to support advisers with tailored wealth solutions. He holds a Bachelor of Commerce, Accounting and Finance, a Master of Applied Finance and is a Chartered Financial Analyst.
Sarah has worked in the financial industry for over 20 years. Prior to joining Atrium, Sarah spent 7 years working for JPMorgan in both the Broker Payables department and the Legal Documentation team, where she worked closely with the brokers and was responsible for issuing legal documents for all executed trades. Sarah also spent time with Colonial, UBS and the Trust Company in various investment roles. Sarah began her career working for 6 years with Irish Life Assurance Company in Dublin, working in a specialised broker team as a Senior Administrator.
Atrium Evolution Series - Diversified Fund AEF 5
Atrium Evolution Series - Diversified Fund AEF 7
Atrium Evolution Series - Diversified Fund AEF 9