Investment Committee

The Vivid Financial Investment Committee combines the experience of the Vivid Financial professionals with external members that bring their own experience and judgment to the benefit of our client's portfolio. Please refer to Our Key People for details of the Vivid members.

Santi Burridge            Partner

Jon Reilly                  Trading Manager

Mark Nagle                Senior Adviser

Benjamin Pike           Adviser   

Zac Leman                Adviser Wholesale Desk - Next Financial

 

ASSET ALLOCATION COMMITTEE

Members of the Investment Committee also meet formally on a quarterly basis with the following external consultants to determine the appropriate asset allocation for each of the Investment Programs.

 

Tim Farrelly              Principal                                               Farrelly's

Tim brings a unique combination of analytics, understanding of financial markets, knowledge of capital market history to the Investment Committee. Tim is closely involved in the Asset Allocation decisions of the Committee, bringing to the process his 14 years experience at Macquarie Investment Management Ltd where he sat on the Asset Allocation and Risk Committees. He has an MBA (Distinction) from the Harvard Business School and a Bachelor of Engineering (Met) from the University of Melbourne.

Paul Dortkamp         Managing Director                                Rivergum Investors

Paul has been involved in the Australian securities industry since 1971. He has managed all the main asset classes and managed a diverse range of business within large and small organisations. Since 1997 he has been the Principal of Rivergum Investors, a consulting firm specialising in investment process and compliance. Prior to 1997 he was Head of Asset Allocation and a Director of First State Fund Managers Ltd (now Colonial First State Investments).