Chief Executive Officer

Matt Olsen|Chief Executive Officer

Matt joined Lonsec in October 2015 and has overall responsibility for Lonsec Research, which produces research across managed funds, structured products, ETFs, direct property and infrastructure, as well as investing consulting services. Prior to Lonsec, Matt was Chief Investment Officer of a $5 billion Industry Super Fund where he was responsible for manager research and asset allocation along with oversight of a team of portfolio managers and manager researchers. Prior to this he was Head of Research at Select Investment Partners, responsible for manager selection, asset allocation input into client portfolios and oversight of the manager research function. Matt also has extensive experience as a buy-side investment analyst responsible for stock selection and sector research on ASX and Global listed equities.

Our Manager Research team

Libby Newman|Head of Manager Research

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).

Peter Green|Head of Listed Products & General Manager Australian Equities

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.

Rui Fernandes|General Manager, Global Equities

BEc, GradDipAppFin, CFA

Rui is responsible for the global equities research effort and joined the Lonsec in 2008.

Before joining Lonsec, Rui held a number of investment research and analytical roles in the finance industry at firms such as Aviva Research, the Australian Prudential Regulation Authority and the Commonwealth Bank of Australia.

Deanne Baker|General Manager, Multi Asset and Alternatives

BCom (Hons)

Deanne joined Lonsec Research in July 2007 and holds over 18 years’ experience in managed funds research and portfolio management. As General Manager — Multi Asset and Alternatives, Deanne is responsible for the management of the research team in these areas, coordinating sector workflows and overseeing the quality and suitability of the research. Deanne is 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.

Steven Sweeney|General Manager, ESG/SRI and Emerging Markets

BA, GradDipAppFin

Steven is responsible for the leadership and delivery of Lonsec's research output on ESG, Responsible Investment and Emerging Market equities. Steven joined Lonsec in 2007 as an Investment Analyst within the managed funds research team and has progressed through the research ranks working across various sectors including lead analyst responsibilities across the emerging markets and Asian equity, Australian smaller companies and responsible investment sectors.

Prior to joining Lonsec, Steven spent three years as a Research Analyst at Aviva Research where he was responsible for researching and rating managed funds across various asset classes for the Navigator platform.

His career also includes time at the Royal Bank of Scotland in Edinburgh where he provided research and reports across various industry sectors for the Chief Economist’s unit.

Kevin Prosser|Research Manager, Direct Assets

BEc, DipEd, GradDipAppFin, SDIAM

Kevin joined Lonsec in 2003 and has overall responsibility for research into unlisted direct assets, including direct property syndicates and direct infrastructure funds. Prior to Lonsec, he was an Analyst and Investment Advisor with E. L. & C. Baillieu Stockbroking, Research Manager with G. K. Goh Stockbrokers in Kuala Lumpur and a Research Analyst with McIntosh Securities and AMP.

Jude McDonnell|Senior Investment Analyst

MAppFin

Jude joined Lonsec in February 2015. Jude is the lead analyst across Global and Domestic Fixed Interest and also works on the Multi Asset sector with her primary responsibility being the preparation of detailed research reports. Jude has 15 years of experience working within financial services. Her most recent role of more than six years with Mercer Investments where she was responsible for providing investment consulting services to institutional clients in the Superannuation, Insurance and Endowment and Foundation space. Jude’s other work history includes roles with Macquarie Bank, Perennial Investment Partners, DST International, and Bank of New York Mellon (London).

Sam Morrris|Senior Investment Analyst

BSc, BEc, GradDipAppFin

Sam joined Lonsec in 2007 and is Lonsec’s lead Senior Investment Analyst covering the Alternatives and Global Listed Property sectors. Sam has gained experience across all major asset classes, including Australian and Global Equities, Fixed Interest, Property and Infrastructure. Prior to working at Lonsec, Sam worked as an Economist/Property Consultant and in banking, including a role with UBS in Prime Broking in London prior to the Global Financial Crisis.

Shailesh Jain|Senior Investment Analyst

BBusMan, GradDipFin, MeCom, M.App.Fin

Shailesh joined Lonsec in 2008 and works as a Senior Investment Analyst within the managed funds research team. Shailesh is responsible for leading the research effort across the Australian equities and small companies, global emerging markets and responsible investment sectors. Shailesh has covered funds in most major sectors since joining Lonsec, including global equities, fixed income and multi-assets. Prior to Lonsec, Shailesh spent four years as a Credit Analyst at National Australia Bank where he was responsible for performing analytical review of financial statements and drafting credit memorandum.

Simone Gavin|Senior Investment Analyst

BEng/BCom

Simone joined Lonsec in February 2013 as a Senior Investment Analyst within the managed funds research team. Simone is involved in the review of funds across all sectors, with primary focus in Australian equities, global equities, and global emerging markets. Prior to Lonsec, Simone spent 13 years working within financial services, her experience including more than four years with Standard and Poor’s managed funds research team. Simone also spent two years with Frontier Investment Consulting as an analyst working across various sectors and clients and five years with Towers Perrin including three years in the Netherlands.

Adrian Hoe|Senior Investment Analyst

BCom, BIS, CFA

Adrian joined Lonsec’s managed funds research team in November 2011 and is involved in the review of financial products across all sectors, with primary focus in Australian equities, Global equities and Alternatives. He is also the sector lead for the Australian equities specialised sector. Prior to joining Lonsec, Adrian spent three years as a Research Analyst at IOOF where he was responsible for researching managed funds and providing investment consulting services.

Amy Ho|Senior Investment Analyst

BCom, BBIS, CFA

Amy joined Lonsec’s managed fund research team in January 2012 and is responsible for undertaking managed
fund research across a range of sectors. Most recently Amy worked as a Performance Analyst at Industry
Superannuation Property Trust where she was responsible for performance reporting, attribution analysis and
forecasting. She also held a position with JBWere in the Private Wealth Management division, where she was in
charge of improving the systems and processes supporting the portfolio reporting service. Amy is a CFA
Charterholder.

James Kirk|Senior Investment Analyst

BCom (Hons)

James joined Lonsec in April 2013 as a Graduate Investment Analyst within the managed funds research team. In this role, James is involved in the review of financial products across the global equities and the long/short equities sectors, with his primary responsibility being the preparation of detailed research reports. James recently completed his Honours in Finance degree alongside a double major in Finance and Financial Planning. Before joining Lonsec, James gained experience as an Investment Analyst within Dixon Advisory. James was responsible for implementing advice and producing equity and market commentary reports.

Prasanka Rajapaksha|Senior Investment Analyst

CFA, BBA (Finance), CPA, ACMA

Prasanka joined Lonsec in May 2015 to the managed funds research team. In this role, he is responsible for undertaking managed fund research, with primary focus on Fixed Income and Multi-Asset sectors.

Prior to joining Lonsec, Prasanka was a Senior Analyst/AVP at Fitch Ratings where his main responsibility was assigning credit ratings for banks and financial institutions. He also served five years at the Central Bank of Sri Lanka initially as a bank analyst/supervisor and later as a fixed income & forex dealer/analyst.

Simon Baird|Senior Investment Analyst

BBus, MBus

Simon joined Lonsec in November 2014 as an Investment Analyst within the specialised research team. In this role, Simon’s main tasks will be to assist with the research into unlisted direct assets, including direct property syndicates and direct infrastructure funds. Simon has completed a Master of Business (Property) at RMIT after completing a Bachelor of Business (Applied) at the same institution. Before joining Lonsec, Simon gained experience in the property sector of the Commercial Banking department at Westpac, supporting the Head of Property in financial analysis, cash flow modelling and writing credit submissions for investment and development transactions.

Sheng Tan|Senior Investment Analyst

BActs, BCom, CFA, CPA

Sheng joined the Lonsec managed funds research team in March 2016 and is primarily responsible for preparing detailed research reports across various sectors. Sheng's most recent role was at ANZ Wealth, providing bespoke investment portfolio advice to retail clients. Prior to that, he spent four years as a Financial Analyst at Dixon Advisory executing a variety of investment analytical and research tasks.

Mark Stephan|Investment Analyst

BCom, DipFP

Mark joined Lonsec in October 2015 as an Associate Investment Analyst within the managed funds research team and was promoted to Investment Analyst in 2016. In his role, Mark is involved in the review of financial products across a range of different sectors including global equities, global emerging markets, Australian equities and global listed infrastructure. His primary responsibility is the preparation of detailed research reports. Mark graduated with a Bachelor of Commerce (Finance & Marketing) from the University of Melbourne in 2013 and has passed Level 1 of the CFA examination. Before joining Lonsec, Mark gained experience as an Associate Adviser at RI Advice Surrey Hills and more recently at Netwealth Investment & Superannuation

Sharmeel Suka|Associate Investment Analyst

BCom, MAppFin

Sharmeel joined Lonsec in April 2016 and is involved in the review of financial products across a range of different sectors including global fixed interest, multi-asset, domestic fixed interest and global listed infrastructure. Sharmeel has over 4 years of experience working within financial services.

Prior to Lonsec, his most recent role was as an Investment Research Analyst at netwealth Investments where he was involved in the due diligence process for its platform investment menu. Sharmeel graduated from Monash University with a Master’s of Applied Finance in 2014, after completing a Bachelor of Commerce from the University of Melbourne in 2012, and has passed Level 1 of the CFA examination.

Clinton Alexander|Associate Investment Analyst

BBus, MBkg&Fin

Clinton joined Lonsec in March 2017 as a Graduate Investment Analyst within the managed funds research team. In this role, Clinton’s main tasks will be to assist with the research into managed funds across a range of different sectors with his primary responsibility being the preparation of detailed research reports.
Clinton holds a Bachelor of Business (Accounting and Econometrics) and a Master of Banking and Finance from Monash University, graduating as the highest achieving student (2016). Prior to joining Lonsec, Clinton was employed as Graduate Business Recovery and Insolvency Analyst with Pitcher Partners in Melbourne.

Matthew O'Neill|Associate Investment Analyst

BCom (Hons)

Matthew joined Lonsec in December 2015 as a Graduate Investment Analyst within the managed funds research team. In this role, Matt’s main tasks will be to assist with the research into managed funds across a range of different sectors with his primary responsibility being the preparation of detailed research reports. Matthew recently graduated with a Bachelor of Commerce with Honours (Finance & Economics) from the University of Melbourne and is currently studying for the CFA Level III examination in June 2018.

Benjamin O'Shea|Associate Investment Analyst

BCom

Ben joined Lonsec in April 2016 as a Graduate Investment Analyst across the direct assets and specialised research teams. In this role, Ben assists with the research of structured and exchange traded products and is involved with the research of unlisted direct assets, including direct property syndicates. Prior to Lonsec, Ben worked at Equity Trustees in the operations department of the Corporate Trustees Services team.

Geraldine Goh|Associate Investment Analyst

MFin, BB(Acc)

Geraldine joined Lonsec in September 2016 as a Graduate Investment Analyst within the managed funds research team. Geraldine’s responsibilities include assisting with the research into managed funds across a range of different sectors with her primary responsibility being the preparation of detailed research reports. Geraldine graduated with Master of Finance and Bachelor of Business (Accountancy) both from RMIT, and is currently studying for the CFA Level 2 examination in June 2018.

Prior to joining Lonsec, Geraldine gained experience as a Money Market and FX Dealer for First Commercial Bank Ltd, Singapore Branch.

Chloe George|Graduate Investment Analyst

BEc (Hons)

Chloe joined Lonsec in October 2016 as a Graduate Investment Analyst within the managed funds research team. In this role, Chloe’s main tasks will be to assist with the research into managed funds across a range of different sectors with her primary responsibility being the preparation of detailed research reports. Chloe graduated with a Bachelor of Economics with Honours from La Trobe University, and is enrolled for the CFA Level 1 examination in June 2017. Prior to joining Lonsec, Chloe gained experience as an Implementation Specialist at IRESS and a Consultant for Capita Procurement Solutions in London.

Bonnie Milne|Research Assistant

Bonnie joined the Lonsec Research team in June 2013 and is responsible for managing the Data Portal (RFI questionnaires for Managers), Sector Research Plans and publishing our Manager Reviews. Bonnies key focus is liaising with Managers and Analysts to help the review process run as smoothly and efficiently as possible.
Bonnie's previous role was at Schiavello Hospital Solutions, focusing on hospital fit-outs. Bonnie has a strong background in stakeholder management and client services.

Our Investment Consulting team

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

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.

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 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.

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|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.

Wilson Kwok|Senior Quant Strategist

BCom, MCom

Wilson joined Lonsec in 2010 as an Investment Consultant and is involved in the review of approved product lists, model portfolios and strategic asset allocation. He is also heavily involved in quantitative analysis and modelling for the investment consulting team. Wilson was prompted as a senior member of the Consulting team highlighting his continuing responsibilities of all of the quantitative modules within the business.
Prior to Lonsec, Wilson was a Performance Analyst at van Eyk Research, where he was responsible for performance reporting, approved product list and model portfolio reviews within the asset consulting team. He has also worked for Fidelity International as an investment marketing specialist focused on competitor analysis, and was previously employed as a research analyst with Rainmaker.

Eddy Zhang|Quant Strategist

BCom, MFin, MRes, CA, CPA

Eddy joined Lonsec in January 2017 and now he is working as a Quantitative Strategist in the investment consulting team. In this role, Eddy’s main tasks will be to assist with the consulting services across a range of different clients with his primary responsibility being the preparation of monthly performance report and investment committee pack, and he will also assist the model portfolio construction and review process.

He graduated with a Master of Research from Macquarie University.

Prior to that, Eddy was an accountant in a project management company for three years, where he was responsible for preparation financial reports across several projects. Eddy also holds a Master of Finance and a Bachelor of Commerce from the University of New South Wales. Eddy has been qualified as CA and CPA.

Our Direct Equities Research team

Danial Moradi|Senior Equities Strategist

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.

Ross Bird|Equities Strategist

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.

Chad Troja|Senior Equities Analyst

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

Kelly Glover|Equities Analyst

MFin

Kelly joined Lonsec in March 2017 as an Investment Analyst within the managed funds research team, before moving into the Direct Equities Research team in December 2017. In this role, Kelly is involved in the research coverage of Australian equities. Kelly completed his Masters in Finance degree in 2016. Before joining Lonsec, Kelly gained five years of experience as an Analyst at Jenepe Capital. Kelly was responsible for producing valuation and equity reports and assisting the Corporate Finance team with international IPO’s and capital raisings.

Toby Greene|Graduate Equities Analyst

BA, MFin, CFA Level III candidate

Toby joined the Lonsec Equities Research team in September 2016. Toby is responsible for maintaining research coverage on existing hybrid securities, AM and PM Bulletin market wraps and providing corporate action updates on ASX 200 listed companies.
Prior to Lonsec, Toby performed contract work as an analyst at multiple boutique corporate advisory firms for six months and worked two years in operations at a boutique marketing firm.

Our Sales and Client Services team

Chris Schroder|Head of Business Development

BCom

Chris joined the Lonsec team in 2006 and is responsible for overall business development of Lonsec’s suite of investment research services. In addition to building new sales, Chris is also involved in strengthening client relationships through research presentations, client pitches and site visits to financial planners and fund managers throughout Australia. Previously Chris held various roles in the UK as part of his overseas adventures as well two years in settlements for mortgage lender Liberty Financial.

Dan McAleer|Strategic Relationship Manager

MAppFin

Dan McAleer is the Strategic Relationship Manager for Lonsec Research. His responsibilities include the service of both new and existing fund manager clients through the Lonsec Research ratings process by providing education, guidance and a high level of client support. In addition, he is also responsible for generating new business in the areas of research ratings, investment consulting and investment solutions services. Prior to this role, Dan was Business Development Manager at Lonsec where he was responsible for the sales of Lonsec Research subscriptions to Advisers, Dealer Groups and Financial Institutions. Dan has previous experience in product design and management, sales, and relationship management with roles at Mercer and IRESS. Dan has 10 years of industry experience and holds a Master of Applied Finance.

Jasmine Miller|Business Development Manager

Jasmine joined Lonsec in 2017 and is responsible for generating new business in the areas of investment research (iRate), and investment consulting.
She is also involved in strengthening existing client relationships through research presentations and site visits to financial planners throughout Australia.

Jasmine has been working in Sales and Relationship Management in the Financial Services industry for 12 years in both the UK and Australia, with roles at Man Group, Macquarie and The Royal Bank of Scotland.

Hannah Bevan|Client Services and Training Manager

Hannah joined the Lonsec team in 2015 as the Client Services and Training Manager. She is responsible for overseeing the client relationships for Lonsec’s retail and institutional clients, offering a high level of support and guidance for users of Lonsec’s online tools. In addition, Hannah works on strategic initiatives to strengthen our services to meet the changing needs of our clients.

Prior to joining Lonsec, Hannah was the Client Services and Training Manager at van Eyk Research. Before moving to Sydney, Hannah held client service and investment operations roles at BNP Paribas and other financial firms in the UK and has 11 years of industry experience.

Tracey Barden|Senior Client Relations & Training Consultant

BBus

Tracey joined the Lonsec team in April 2015 and is responsible for managing Lonsec’s retail and institutional client relationships, and building the capabilities of iRate users through training and ongoing support. Tracey’s key focus is on enhancing the user experience of iRate clients and maximising the value of their package through on-site demonstrations, online webinars, and phone and email support. Prior to joining Lonsec, Tracey held various other roles in the financial services industry, including with Macquarie Group and ING Direct when she first came to Australia in 2013. Tracey has 12 years of client service experience and rapport building with clients, including eight years in Dublin, Ireland working in retail banking for Allied Irish Bank, before moving to Brown Brothers Harriman as a client service specialist in fund administration.

Our Research Analytics team

Stewart Gault|Head of Research Analytics

BEng (Hons), GradDipAppFin, MBA, CFA

Stewart joined Lonsec in 2010 and leads the Research Analytics Team. Stewart’s chief role is in the ongoing development of Lonsec’s quantitative tools and data processes. He assists the manager research, investment consulting and direct equities teams in process improvement. Stewart has previously been a Senior Investment Analyst within the managed funds research team. He is an active member of Lonsec’s Research Process Committee.
Prior to Lonsec, Stewart was Director of Operations at Olympus Funds Management, where he was responsible for managing all operational aspects of the firm‘s listed investment company. He has also worked as a business consultant in Tokyo and was previously employed as an engineer with a technology firm.

Jen Lee|Senior Data Analyst

BCom

Jen joined Lonsec in 2013 and works as a Data Analyst within the managed funds research team. Jen manages the data supply with external providers and ensures the integrity of data used by Lonsec Research. Jen also provides support on strategic initiatives projects. Prior to Lonsec, Jen worked at IRESS Limited, where she was responsible for financial market data for all exchanges available on IRESS terminal. Jen has also recently completed CFA Level 2.

Colin Chen|Quantitative Research Analyst

BAS/DipCS, BAS (Hons), PhD

Colin joined Lonsec in October 2015 within the Research Analytics team. Colin provides ongoing quantitative support to the managed fund and direct equities research teams. His main responsibilities include the maintenance and application of research models, data integrity and external client support. Colin completed his studies at RMIT University with first class Honours and Doctorate degrees both in Mathematics.
Prior to joining Lonsec, Colin was employed by RMIT as a research assistant for the school of Mathematical and Geospatial Science. Colin has also worked as a consultant dealing with Econometric and Statistical projects.

Will Mischlewski|Software Developer

MSc (Mathematics)

Will joined Lonsec in February 2016. At Lonsec Research, Will is developing software and tools that will improve the efficiency, and scalability of the research process. In his studies, Will specialised in pure mathematics and probability. He has done research into the approximation of and limits of stochastic processes, which has applications in the pricing of options as well as modelling and forecasting portfolio returns. Will also has experience developing E-Commerce websites for large Australian retailers, and creating tools to help retailers manage, and utilize their data.