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Committee Members

The Lonsec’s investment committee framework is responsible for all investment decisions relating to Lonsec’s managed account portfolios. Lonsec runs three investment committees including an Asset Allocation, Manager Selection and Direct Equities committee with membership comprising of the CIO, senior members of the Lonsec Research and Investment Consulting teams as well as external experts.

Lukasz de Pourbaix|

BCom, CIMA

Lukasz leads the Lonsec Investment Solutions Pty Ltd (LIS) business. LIS harnesses Lonsec's broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also chair of Lonsec's Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior taking the CIO role Lukasz was Lonsec's General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions.

Lukasz has over 18 year's industry experience commencing his research career at ING Australia where he was Research Manager. Prior ING he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of the Investment Management Consultants Association (IMCA).

Lukasz is a member of the following committees:

- Asset Allocation (chair)
- Direct Equity Investment
- Manager Selection

Veronica Klaus|

BCom, GradDipAppFin

Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions.

Prior to joining Lonsec Veronica was a Director of Investment Consulting at 358 Australia Pty Ltd and prior to that, she spent a number of years at CPG Research & Advisory as a Senior Consultant; Standard & Poor’s Investment Consulting Division; Manager Investments at State Super Financial Services and as a research analyst at Bridges Financial Services.

Veronica is a member of the following committees:

- Manager Selection (chair)
- Asset Allocation

Nicholas Thomas|

B.Ec, B.M, MAppFin, CFA

Nicholas joined Lonsec in March 2013 as a Senior Investment Analyst within the research team. He has since moved to the Investment Consulting team as a Senior Investment Consultant. In this role Nicholas provides portfolio construction advice, including fund research, selection and asset allocate on analysis for Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Nicholas has 13 years’ investment experience and was most recently a Senior Research Investment Analyst at Russell Investments, where he was responsible for researching Australian and Asian equity funds. Previously he spent five years at MLC Investment Management in a variety of analytical roles.

Nicholas is a member of the following committees:

- Asset Allocation
- Manager Selection

Libby Newman|

BBus, FFin, CPA

Libby joined Lonsec in 2007, bringing more than 15 years’ experience in funds management and finance to her role. Libby is responsible for the review of financial products in the fixed income and multi-asset sectors. Libby also serves on the Lonsec Investment Committee which meets at least quarterly to consider asset allocation.

Prior to Lonsec, Libby spent 10 years at Suncorp in funds management (mostly in fixed interest/credit analysis) as well as Abbey National/Mellon in the London (banking operations), DST International London (developers of HiPortfolio funds management software) and boutique credit arbitrage firm Artesian Capital (risk management/operations).

Libby is a member of the following committees:

- Asset Allocation
- Manager Selection

Peter Green|

BCom, BA, CA

Peter joined Lonsec in 2008 and is responsible for equities research at Lonsec. In this role, Peter is responsible for undertaking research across a range of sectors. Prior to joining the managed funds team in mid-2012, Peter worked as a Senior Investment Analyst for both Lonsec’s equities research and direct property teams. Before Lonsec, Peter worked as a Development Analyst/Senior Property Accountant for the Centro Properties Group, where his main role was providing investment analysis and budgeting/forecasting capabilities to the Australian retail property team. He originally worked for Andersen/Ernst & Young as an external audit senior as well as spending two years in the United Kingdom in various accounting roles.

Peter is a member of the following committees:

- Direct Equity Investment
- Manager Selection
- Asset Allocation

Deanne Baker|

Deanne joined Lonsec Research in July 2007 and holds over 18 years’ experience in managed funds research and portfolio management. As Sector Lead Multi-Asset, Deanne is primarily responsible for undertaking research on multi-asset class and alternative products, but has worked across all major asset classes during her time at Lonsec. Deanne is also a member of the Lonsec Asset Allocation Committee which meets at least quarterly to consider asset allocation.
Prior to joining Lonsec, Deanne spent seven years with Invesco, where she worked as an Investment Analyst and later, Assistant Investment Manager, responsible for multi-asset class and structured portfolios. Deanne has also previously held roles at Barclays Stockbrokers and Legal and General Investment Management in the UK.

Deanne is a member of the following committee:

- Asset Allocation

Felix Stephen|

Felix retired from Advance Asset Management on 30th April 2015 having served the organisation as the Head of Investment Strategy and Research since May 2004 and was responsible for formulating long-term asset allocation strategies across diversified portfolios at Advance and drove the consultation, analytical and research agenda along with the publication of regular research papers for Advance’s retail and institutional clients.

Felix has over 47 years of experience in international banking, treasury, fixed income, foreign exchange, financial derivatives and portfolio management and has served on asset allocation, risk, compliance, governance and investment strategy committees at funds management institutions in Australia and overseas.

He presently is a consultant to financial institutions in Australia and overseas in funds management and financial markets, is a senior associate with the Cognoscenti Group in Australia, is the Chairman of a charity in Australia and a member of the Advisory Board of a charity in the USA.

Felix travels extensively and maintains a strong network of key personalities within the academic, banking and financial industry and other key organisations around the world, is a well-known public speaker who makes TV appearances, is quoted in the press, does web and podcasts, authors and publishers research papers and is one who possesses a deep and far-reaching understanding of a variety of disciplines. He has conducted and addressed workshops, seminars and conferences in Australia, New Zealand, Sri Lanka, India, USA, Canada, UK and Norway.

Felix is a member of the following committees:

- Asset Allocation
- Direct Equity Investment

Michael Elsworth|

BCom, MBA, GradDipAppFin

Michael joined Lonsec in 2006 as part of the research team and at various times had overall responsibility for sectors including structured and exchange traded products, fixed income and alternatives. He has since moved to the Investment Consulting team as Executive Manager and provides advice and input into model portfolio construction and asset allocation decisions.

Prior to Lonsec, Michael worked at Westpac in both retail and institutional financial markets, and structured product development roles where he was responsible for sourcing, repackaging and marketing complex financial markets products. Michael spent three years in Hong Kong and two years in New York where he acted as Westpac’s senior financial markets representative, helping expand the bank’s reach in structured credit products.

Michael is a member of the following committee:

- Manager Selection

Ross Bird|

BEng, FFin

Ross re-joined Lonsec in June 2013 developing specialised portfolios for wholesale clients. Ross is a member of Lonsec’s Portfolio Services Investment Committee that oversees the management and Investment strategies of Lonsec’s direct equity model portfolios. Ross has 27 years’ experience in Banking, Funds Management and Stockbroking research and portfolio management. Previously, Ross held Strategist roles at Lonsec, Aegis Equities, Morningstar and Bellwether. Prior to this, Ross was a Resources Analyst at National Mutual (now AXA) for 10 years.

Ross is a member of the following committee:

- Direct Equity Investment

Danial Moradi|

BEng, GradDipAppFin, DipFP

Danial Joined Lonsec in 2007, and is currently responsible for the management of Lonsec’s Income and Emerging Leaders Model Portfolios, in addition to assisting with the construction and management of Lonsec’s other direct equity model portfolios. Danial is also a member of Lonsec’s Portfolio Services Investment Committee that oversees the management and Investment strategies of Lonsec’s direct equity model portfolios. Previously at Lonsec, Danial was responsible for in-depth research coverage on a number of listed companies from a wide range of sectors including Financial Services and Telecommunications, in addition to publishing Lonsec’s quarterly Listed Income Securities Investment Journal. Danial has over 10 years’ experience in trading, research and analysis of local and international equity and derivatives markets.

Danial is a member of the following committee:

- Direct Equity Investment
- Asset Allocation
- Manager Selection

Chad Troja|

B.Intl Trade, M.AppFin

Chad joined Lonsec at the end of 2017 from Catholic Church Asset Mgt where he was an Investment Analyst covering Australian Equities. Prior to this Chad spent 9 years at Perennial Investments Partners where he was part of the Global Equities team covering Consumers, Industrials and Health whilst also involved in FX.

With over 12 years funds management experience previous organisations include Invesco, Equity Trustees and Foreign & Colonial (UK). Joining Lonsec as a Senior Equity Analyst, Chad will cover Financials, Tech & Telecommunications

Chad is a member of the following committee:

- Direct Equity Investment

Damien Hennessy|

Damien Hennessy is the founder and CIO of Heuristic Investment Systems and formally joined Lonsec’s Asset Allocation Investment Committee in 2018. Damien provides independent and objective macro strategy and asset allocation recommendations to the investment committee, as well as regular economic, market and asset allocation related reports and commentary.
Heuristcs has been providing investment strategy and asset allocation research and advice for over 15 years. With a background in funds management and software development, Heuristics provide an objective data driven, interactive and tailored investment strategy and asset allocation resource, leveraging off its own StrategyEngine software platform. They work with fund managers, industry funds, wealth managers, asset consultants and planning groups in areas such as asset allocation and equity sector strategy.
Before establishing Heuristics, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years involved in investment strategy, asset allocation, and managing fixed interest and currency portfolios. He has over 30 years of experience in funds management, economics and finance. He holds a Bachelor of Commerce from University of Melbourne and a Masters of Applied Finance from Macquarie.
Damien is a member of the following committees:

- Asset Allocation

Investment Consulting Team

Lukasz de Pourbaix|Executive Director & Chief Investment Officer

BCom, CIMA

Lukasz leads the Lonsec Investment Solutions Pty Ltd (LIS) business. LIS harnesses Lonsec's broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also chair of Lonsec's Asset Allocation Investment Committee and is a member of the Manager Selection and Direct Equities Investment Committees. Prior taking the CIO role Lukasz was Lonsec's General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions.

Lukasz has over 18 year's industry experience commencing his research career at ING Australia where he was Research Manager. Prior ING he worked for BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of the Investment Management Consultants Association (IMCA).

Veronica Klaus|Head of Investment Consulting

BCom, GradDipAppFin

Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions.

Prior to joining Lonsec Veronica was a Director of Investment Consulting at 358 Australia Pty Ltd and prior to that, she spent a number of years at CPG Research & Advisory as a Senior Consultant; Standard & Poor’s Investment Consulting Division; Manager Investments at State Super Financial Services and as a research analyst at Bridges Financial Services.

Michael Elsworth|Executive Manager, Investment Consulting

Com, MBA, GradDipAppFin

Michael joined Lonsec in 2006 as part of the research team and at various times had overall responsibility for sectors including structured and exchange traded products, fixed income and alternatives. He has since moved to the Investment Consulting team as Executive Manager and provides advice and input into model portfolio construction and asset allocation decisions.

Prior to Lonsec, Michael worked at Westpac in both retail and institutional financial markets, and structured product development roles where he was responsible for sourcing, repackaging and marketing complex financial markets products. Michael spent three years in Hong Kong and two years in New York where he acted as Westpac’s senior financial markets representative, helping expand the bank’s reach in structured credit products.

Nicholas Thomas|Senior Investment Consultant

B.Ec, B.M, MAppFin, CFA

Nicholas joined Lonsec in March 2013 as a Senior Investment Analyst within the Research team. He has since moved to the Investment Consulting team as a Senior Investment Consultant. In this role Nicholas provides a range of investment advice, including strategic and dynamic asset allocation, manager selection and portfolio construction for Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Nicholas has 18 years’ investment experience. Prior to being at Lonsec, he spent eight years at Russell Investments as a Senior Research Analyst and five years at MLC Investment Management.

Brook Sweeney|Senior Investment Consultant

BBus (Accy / Banking&Finance), GradDipAppFin

Brook joined Lonsec in January 2018 as a Senior Investment Consultant. In this role Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds.

Brook has 18 years’ investment experience and was recently a National Manager at Colonial First State (CFS), where he was responsible for part of CFS’ retail distribution strategy. Previously, he spent eight years at Morningstar both in Australian and the UK in a variety of consulting roles.

David Wilson|Senior Investment Consultant

BComm

David joined Lonsec in August 2015 as an Investment Consultant. In this role, David provides advice and input into the portfolio construction process, including fund research and selection as well as performance reporting and analysis. Prior to joining Lonsec, David worked as a Research manager for the Findex Group where he was responsible for fund manager research, performance reporting, APL and model portfolio reviews and economic research for a network of 150 financial planners. David holds a Masters of Applied Finance and a Bachelor of Commerce (Economics & Finance).

Ty Kang|Quant Strategist

Ty joined Lonsec in August 2018 as a Quant Strategist. In this role, Ty provides quantitative analysis and input into the asset allocation and portfolio construction process, including market research and portfolio modelling. Prior to joining Lonsec, Ty spent seven years as an Associate Portfolio Manager at AllianceBernstein in London as a global equities and currency specialist and three years as a Pricing and Data supervisor at ING Investment Management in Sydney. Ty is a CFA Charterholder and holds a Bachelor of Commerce from UNSW and a Graduate Diploma in Applied Finance.

Ben Jones|Performance Reporting Analyst

Ben joined Lonsec in September 2018 as a Performance Reporting Analyst. Ben is responsible for managing client performance reporting requirements for the Lonsec Investment Solutions group.
Prior to joining Lonsec, Ben interned with multiple Investment Managers alongside his studies, and spent six months working in Corporate Finance at Walsh & Company Asset Management.
Ben holds a Bachelor of Applied Finance from Macquarie University.