Tim Phillips - Chairman
Simon Burge - Executive Director
David Liu - Executive Director
Michael Cole - Non-Executive Director
Harvey Carter - Non-Executive Director (Ascalon Nominee)
Andrew Landman - Non-Executive Director (Ascalon Nominee)
Nelson Lam - Alternate Director for Ascalon Representative
Tim Phillips - Chairman
Tim joined the ATI Board at inception after working with Simon Burge at Tyndall for almost ten years. Tim brings a wealth of background knowledge and experience that will provide support to the ATI Board and the Portfolio Committee which is charged with ratifying all investment decisions for ATI. Tim has over 30 years experience in financial markets and the funds management industry in particular.
Michael Cole - Non-Executive Director
Michael Cole is Chairman of Platinum Asset Management, Director of SAS Trustee Corporation (State Super); Director NSW Treasury Corporation; Chairman of IMB Ltd and Chairman Ironbark Capital.
Michael has enjoyed an extremely successful career and has held many prominent positions within the wealth management industry. During his tenure at BT, from 1980 until 1997 he headed the following divisions; Fixed Interest/Capital Markets, Retail Funds Management, Capital Markets/Structured Finance, BT Stockbroking and Equities. In April 2008, Michael authored the Review of NSW Local Government Investments in CDO’s (known as the Cole Report).
Harvey Carter - Non-Executive Director (Ascalon Nominee)
Harvey Carter is the Head of Mergers & Acquisitions at Westpac where he has worked since joining the bank in 2004. The M&A team are responsible for originating ideas and executing transactions on behalf of Westpac. The team works on larger strategic transactions and also on smaller opportunities that are considered at the division level. The M&A team works closely with senior executives who are responsible for the relevant business area and the bank's finance and treasury teams providing advice on valuation, negotiations, use of advisors and leading presentations to the Westpac Board.
Transactions advised on include the $18Bn Merger with St.George Bank in 2008, the IPO of BT Investment Management in 2007 (IPO valuation of $770m) and the acquisition of 49% of Hastings Funds Management in 2005 for $86m.Prior to joining Westpac Harvey had five years M&A experience working for Morgan Stanley in the Australian Investment Banking team (Melbourne), US Financial Institutions Group (New York) and Private Equity (Catalyst in Sydney) following the completion of a Bachelor of Arts and Bachelor of Commerce at Melbourne University in 1997.
Andrew Landman - Non-Executive Director (Ascalon Nominee)
Andrew is the CEO of Ascalon. Prior to Ascalon, Andrew worked at Challenger Financial Services Group as the CFO Funds Management and Director of numerous entities within the group. Throughout his time at Challenger he was responsible for various system selections, Unit Pricing, Performance & Attribution, Compliance, Settlements, Reconciliations, Financial Accounting, Legal and Compliance within Funds Management and the setup of Equity stakes in Boutique Partnership businesses.
Andrew joined Challenger from Principal Global Investors where he was Head of Investment Operations, responsible for a team managing the investment operations between Sydney, Chicago and Des Moines Iowa, USA. Prior to Principal, Andrew worked at BT as a Business Manager of Fixed Interest, and originally began managing the Investment Restrictions, Portfolio Accounting and managing the relationship with external custodians.
Simon Burge - Executive Director
Simon was a founding principal of ATI along with David and Tim. He was formerly a portfolio manager of Tyndall Australia Ltd where he worked from 1992 to 2003. Simon commenced his career as an investment analyst at Global Funds Management in 1989 and progressed to the portfolio manager role at Tyndall, having more than 20 years experience in investment markets in Australia. Simon brings a wealth of experience in the value investing style and portfolio construction that are integral to implementing the investment philosophy of ATI. Simon is heavily involved in stock selection, risk control procedures, portfolio construction, stock research, continual process improvement and daily portfolio management. Simon ensures ATI remains true to label in constructing portfolios that provide consistent returns based on ATI’s disciplined relative value investment style.
David Liu - Executive Director
David was a founding principal of ATI along with Simon and Tim. He has been in the financial industry for 17 years in roles such as sell side research analyst at Deutsche Bank, ECM / Corporate finance Director at BBY, and investment analyst at Berren Asset Management / IWC.
David is experienced in financial forecasting and modelling that forms the basis for ATI’s qualitative review of investment grade stocks. This experience has been invaluable in contributing to ATI’s process development and ongoing research capability. David has a CFA certification and is actively involved in the financial industry education process as a Fellow member of FINSIA (now Kaplan).
Nelson Lam - Alternate Ascalon Director
Nelson is an Alternate Director of ATI Asset Management Limited. Nelson has over 15 years experience in Corporate Finance, Private Equity, Venture Capital and Marketing. Since 2005, Nelson have started up, commercialise and grown numerous boutiques fund management businesses. He previously worked for the Commonwealth Bank of Australia (where he implemented Asian Private Banking), BOC Gases and SingTel Optus as the Group Marketing Manager for IP Convergence. His experience includes a successful track record in mergers and acquisitions, developing new businesses and launching financial and telecommunication products.
Nelson is also a Director of Continuum Capital Management, TPC Services Australia Pty Limited and Helix Partners Limited as well as an Alternate Director of H3 Global Advisors Pty Limited and Alleron Investment Management Limited.
Nelson's qualifications include a Bachelor of Economics, majoring in Corporate Finance from Macquarie University, Masters of Commerce from the University of New South Wales and a Graduate Diploma in Applied Finance and Investments. He is Senior Associate of Financial Services Institute of Australasia (SA Fin) and a member of the Australian Institute of Company Directors (MAICD).
