The industry leaders that currently comprise our Investment Advisory Committee (IAC) are as follows.
MARY FALLON
Mary is Director of the ANU Investment Office at ANU, where she is responsible for the management of the University’s funds. Prior to being appointed to this position during 2016, Mary held a variety of senior investment positions both overseas and in Australia. These included: Principal of Kretzschmar Fallon Consulting (2015-2016); Chief Investment Officer at NGS Super (2013-2015); Chief Investment Officer and Investment Officer at Energy Industries Superannuation Scheme (2011-2013); Senior Fixed Interest Fund Manager at QBE Australia (2006-2010); Senior Portfolio Manager Fixed Income at Siemens Financial Services (2000-2006); Senior Portfolio Manager at Allianz Asset Management (1998-2000); and Portfolio Manager at Franken Invest Asset Management (1995-1997). Mary holds a Master of Business Administration in Finance from Loyola University of Chicago Graduate School of Business.
ANDRÉ MORONY
André has had a distinguished career in both the public sector and industry spanning well over 40 years. He worked at the Commonwealth Treasury between 1971 and 1983, where he held varying roles from research officer to section head in areas dealing with international economic relations, domestic economic conditions, international capital raisings and Australian financial markets. Between 1984 and 1986 he was Minister (Financial) in the Australian Embassy in Paris, where he represented Australia at OECD.
In 1986, André joined Bankers Trust as Chief Economist, subsequently becoming Joint Head of the Proprietary Trading Desk in 1991, with the division returning a record profit of $26 million. He moved on to join BT Funds Management in 1992 as Head of the Australian Bond and Cash Group, which grew specialist bond and cash funds under management from $200 million in 1992 to over $5 billion by 1996, with the team being named best fixed interest/cash manager by Super Review in 1994, 1995 and 1996. He was appointed Chief Investment Officer of BT Funds Management in 1997, heading a team of over 80 investment professionals managing more than $40 billion across the world.
In 2001, André joined what is now known as Commonwealth Superannuation Corporation, which manages superannuation for Federal Government employees, where as Chief Investment Officer he built an investment team from scratch before retiring from full-time work in December 2006. He has since held a number of non-executive roles, including: ABN AMRO Investments Australia Limited/Royal Bank of Scotland Investments; Investment Committee of Catholic Superannuation Fund; Challenger LBC Terminals Jersey Limited; Macquarie Private Capital Management; Steam Packet Group International Holdings; GESB Mutual and the Investment Committee of GESB; and Chair of Australian Ethical Investments. André holds a Bachelor of Economics (Honours) from Flinders University of South Australia and a Masters of Economics from the Australian National University.
ROSS BLAKERS/NICOLE MCMILLAN
Ross Blakers is a Strategic Advisor at Whitehelm Capital and sits on the firm’s Advisory Investment Committee (AIC). He assists clients and team members in asset consulting matters covering areas including investment strategy and manager selection. Nicole McMillan is a Senior Advisor in Whitehelm Capital’s Investment Solutions Group, and is responsible for currency analysis and management, as well as researching current trends in global financial markets. Nicole is an alternative member to Ross.
PAUL BRUNKER
Paul Brunker is a Director of Optar Capital, a boutique Australian equity manager with a high-conviction, fundamental style; where he is also responsible for stock analysis and compliance management. Prior to co-founding Optar in 2015, Paul worked at JP Morgan Australia in various roles including Head of Research, Chief Strategist and Telecommunications analyst. Paul moved to Australia in 2001, before which he was with Robert Fleming Securities in London as Head of European Research and European Equity Strategist, and prior to that Scimitar Asset Management where he focused on European equities. Paul was an Honorary Fellow at the Macquarie University Applied Finance Centre, where he lectured in corporate finance during 2007–2009 and 2015–2017. He has a BA in Modern History and Economics from Oxford University and an MSc Economics from Birkbeck College in London.
DR GEOFF WARREN
Dr Geoff Warren is an Associate Professor with the College of Business and Economics at the Australian National University and also Research Director for the Consensus Institute. He was previously Fund Convenor of the ANU Student Managed Fund from 2017 to 2023. Geoff is a member of various other advisory boards including the ASIC Consultative Panel, Atlas Infrastructure Investment Governance and Macro Advisory Boards, Brandes Center Asia-Pacific Advisory Board, Conexus Institute Advisory Board, Salvation Army Investment Advisory Group and Super Consumers Australia Research Committee. Geoff’s research has an applied emphasis with particular focus on superannuation, retirement and fund management. Prior to pursuing an academic career, he spent over 20 years in investment markets, including as the Director of Capital Markets Research at Russell Investments; as an analyst, Chief Strategist and Head of Research with investment bank Ord Minnett / JP Morgan Australia; and as an equity portfolio manager at AMP Capital. Geoff has a PhD from the AGSM, and a BComm (Hons) with the University Medal from UNSW.