Executive team

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Mark Lazberger - Chief Executive Officer 

 

Mark Lazberger 


Mark is the CEO of Colonial First State Global Asset Management. The business has responsibility for more than AUD151 billion in funds and assets under management across equities, fixed interest, cash, private equity, infrastructure, fund of hedge funds and property. Mark oversees the performance and strategic direction of all funds managed by the business.

Mark joined Colonial First State Global Asset Management in September 2008. Prior to this, he was President, International and Executive Vice President, of State Street Global Advisors (SSgA).

Previously, Mark was Head of International Businesses, President and CEO of State Street, Japan, and a Principal and Regional Managing Director of SSgA's businesses in Japan and Australia. He joined SSgA in early 1993 after spending two years with State Street Corporation's treasury area.

  

Perry Clausen - Co-head of Infrastructure  

 

Perry Clausen 

Perry is co-head of Infrastructure. Perry shares responsibility for the global infrastructure funds and infrastructure mandates, with a primary focus on direct investment in and management of major infrastructure projects including airports, toll roads, water distribution, and pipelines. Perry was appointed in March 2007.  Perry is an alternate director of Brisbane Airport.

Prior to joining the team, Perry was Director of Infrastructure Investments for a A$12 billion industry superannuation fund and has more than 20 years’ investment and financial experience. Perry’s experience includes a six-year term as a Director and Investment Committee member of the trustee of the A$2 billion National Australia Bank Group Superannuation Fund, nine years with the National Australia Bank, and audit experience with KPMG in Canada where he qualified as a chartered accountant.

In addition to his direct experience in executing transactions and overseeing the management of unlisted investments, Perry’s superannuation background and experience is being applied to deliver the client-orientated focus of our business platform.

 

Joanna Davison - Regional Managing Director, Australia and New Zealand     

 

Joanna Davison 


Joanna is the Regional Managing Director, Australia and New Zealand for Colonial First State Global Asset Management. As an executive member of the Colonial First State Global Asset Management team, Joanna reports to CEO Mark Lazberger and leads the business development drive.The Australian and New Zealand businesses have responsibility for more than AUD98 billion in funds and assets under management across equities, fixed interest, cash, private equity, infrastructure, and property.Joanna oversees the strategic direction of Australian & New Zealand business development, client services, responsible investment & sustainability, and the marketing and communication functions.  

Joanna joined Colonial First State Global Asset Management in June 2009. Joanna has more than 20 years’ experience in the funds management industry with varying roles both in Australia and the United Kingdom. Prior to joining Colonial First State Global Asset Management Joanna was Director, Investor Services at Russell Investments. In this role Joanna was responsible for the management of the Institutional Client Services team. Previously Joanna was Director of Sales at Russell Investments leading the national sales team in the institutional market.For the past two years, she has chaired the ASFA conference committee and is a member of the ASFA Investment Committee. Joanna has a Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia as well as a Master of Arts (Honours) from Cambridge University, UK.

 

David Dixon - Chief Investment Officer 

 

David Dixon 


David is the Chief Investment Officer for our business. In this role, David is responsible for managing the investment management teams who oversee more than AUD88 billion in funds under management. The investment management team comprises approximately 100 staff located in Australia, Europe, Asia and the US. David joined the business in May 2003.

David brings more than 20 years' experience in the investment management industry to his role as CIO. Prior to this, David was CIO of IAG Asset Management where he had overall responsibility for approximately AUD10 billion of assets under management and was a member of IAG's Asset Liability Committee.

  

Joe Fernandes – Head of Global Investment Solutions 

 

Joe Fernandes 


Joe is Head of Global Investment Solutions Group, with overall responsibility for the strategic assessment and development of investment capability and product globally, and packaging of alpha solutions. Global Investment Solutions Group incorporates Product Development, Alpha Strategies and Portfolio Management teams located in Sydney and London.

Joe has held a number of roles within the Colonial First State group, including Chief Operating Officer, Investment Director, Hedge Funds, and Head of Multi-manager and Quant, with responsibility for multiple investment teams and in excess of AUD16 billion in traditional and non-traditional assets under management. He was also formerly responsible for Colonial First State's AUD10 billion Index Funds business.

  

Paul Gately - Chief Operating Officer 

 

Paul Gately 


Paul is the Chief Operating Officer for Colonial First State Global Asset Management. Paul’s key responsibilities include: the oversight for Risk and Compliance, Information Technology, Operations, Performance Measurement and Business Planning processes.

Paul joined the business in 2005 after consulting to the Commonwealth Bank on a range of strategic projects for a 12-month period. Paul was previously a Senior Managing Director at AIG Global Investment Group.

  

Vicky Karatasas – Head of Human Resources 

 

Vicky Karatasas 


Vicky Karatasas is the Head of Human Resources for Colonial First State Global Asset Management, with responsibility for  the Human Resources function globally, including development and execution of recruitment, retention, talent management and reward strategies.

Vicky joined Colonial First State Global Asset Management in November 2008. Prior to this, she was Managing Director of Human Resources- for State Street Global Advisors based in London. In this capacity she had responsibility for all International offices across Europe and Asia Pacific. Vicky returned to Australia in April 2008.

  

Christine O'Reilly  - Co-head of Infrastructure 

 

Christine O_Reilly 


Christine is co-head of Infrastructure. Christine shares responsibility for the global infrastructure funds and infrastructure mandates, with a primary focus on direct investment in and management of major infrastructure projects including airports, toll roads, water distribution, and pipelines.Christine was appointed in July 2007.  Christine is a director of Anglian Water Group and Electricity North West.

Prior to joining the team, Christine was Chief Executive Officer and Director of the Gasnet Australia Group, a top 200 ASX listed company which owned, maintained and developed gas transmission pipelines and related infrastructure. She also held a number of industry appointments including vice president of the Australian Pipeline Industry Association, Director, Vencorp (Victorian Energy Corporation), Director, Gas Industry Education Trust, and Director, Victrack.

Christine has more than 20 years of infrastructure and financial experience including an early involvement in the reform and establishment of the regulatory framework for the Australian gas industry, eight years with the investment bank, Centauras Corporate Advisory Services, and audit experience with Price Waterhouse where she qualified as a chartered accountant. She is currently a Director of Care Australia. Christine has a Bachelor of Business from the West Australian Institute of Technology.

  

Stuart Paul - Joint Managing Partner, Asia Pacific - Global Emerging Markets Team 

 

Stuart Paul 


Stuart Paul is Joint Managing Partner of the Asia Pacific - Global Emerging Markets equity team at First State Investments. Stuart’s primary responsibility is for business management of the Asia Pacific/ Global Emerging Markets franchise and monitoring of the investment process for the team.

Stuart was Chief Investment Officer and Chief Operating Officer of First State International, a role he assumed in July 2003. This role represented an expansion of his previous position as Chief Investment Officer of First State’s UK investment team, a post he held since October 2000.

Stuart joined Stewart Ivory and Company, now First State Investments, in 1994 as an analyst and worked on the North American, UK and European equity desks. Two years later he became Portfolio Manager for US equities. In 1999, he was appointed Joint Head of Emerging Markets (ex-Asia) Equities.

    

Michael Stapleton - Regional Managing Director - Asia and Japan 

 

Michael Stapleton


Michael was appointed Regional Managing Director, Asia and Japan, in February 2009 and has been based in Hong Kong since June 2009. He previously held the position Head of Institutional Business for First State Investments (UK) Ltd, having first joined the company as Institutional Business Director in March 2002.

Michael commenced his career in 1995 at JP Morgan Investments in Australia, as a member of the Institutional Business Team. Based in Melbourne, Michael held the position of institutional account manager servicing institutions throughout Australia. In 1998, Michael joined Colonial First State Investments’ institutional business development team where he was responsible for maintaining institutional consultant and client relationships in Australia, before moving to First State Investments in the UK.

Michael was appointed to the role of Acting Regional Managing Director EMEA in February 2009. Michael was previously Head of Institutional Business for First State Investments (UK) Ltd in August 2004, having first joined the company as Institutional Business Director in March 2002.

Michael commenced his career in 1995 at JP Morgan Investments in Australia, as a member of the Institutional Business Team. Based in Melbourne, Michael held the position of institutional account manager servicing institutions throughout Australia. In 1998, Michael joined Colonial First State Investments’ institutional business development team where he was responsible for maintaining institutional consultant and client relationships in Australia, before moving to First State Investments in the UK.

 

Darren Steinberg – Head of CFSGAM Property 

 

Darren Steinberg


Darren is the Head of Property for Colonial First State Global Asset Management.

This includes listed property, unlisted property and our asset management and development functions. These businesses have responsibility for approximately A$18 billion in funds and assets under management. Darren oversees the performance and strategic direction for all vehicles managed by these businesses.

With more than 20 years’ experience in the property industry, Darren now leads one of Australia’s largest fully integrated property businesses. Darren’s extensive experience in the property industry includes senior roles with Stockland, Westfield, Lend Lease, Jones Lang Wooton and Baillieu Knight Frank.

Darren has a Bachelor of Economics from the University of Western Australia. He is a Director of the Property Council of Australia, a Director of the Shopping Centre Council of Australia, a Fellow of the Royal Institution of Chartered Surveyors and a member of the Australian Institute of Company Directors.

 
   
 

Mark Steinberg – Chief Financial Officer and Strategy Coordination 



Mark Steinberg 


Mark is the Chief Financial Officer for our business, with key responsibilities including financial reporting, management reporting, tax, treasury, transaction advice and fund accounting. Mark was appointed to the role of Chief Financial Officer in January 2008 and assumed responsibility for Colonial First State Global Asset Management strategy in February 2009.

Mark was previously with Macquarie where he was a Director in the Macquarie Capital Funds business, with his principal role being Chief Financial Officer of Macquarie Capital Alliance Group, an ASX listed private equity style.

Gary Withers – Regional Managing Director, EMEA (Europe, Middle East and Africa) 



Gary Withers 


In June 2009, Gary was appointed Regional Managing Director, EMEA and is based in London. He joined First State Investments from Credit Suisse where he held the roles of Head, Global Investors; Head, Asset Management; and Vice-Chairman.

Gary began his career as an Investment Manager in 1986 with Shell International in the United Kingdom, moving in 1991 to McKinsey & Company where he was part of the team that managed the first project with Mercury Asset Management in 1993.

In 1994, he joined Merrill Lynch Investment Management as UK Institutional Director and during its US$5 billion acquisition of Mercury Asset Management was appointed Integration Director. He was subsequently appointed UK Retail Funds Director with responsibility for overseeing the suite of retail products. In 2001, he joined AVIVA as Director, Group Strategy and Development where he was responsible for leading the 2003 Board strategic review before joining Credit Suisse in 2007.

Gary holds an engineering degree from Cambridge University, an INSEAD MBA, and ACCA (management accounting) qualifications. He has more than 20 years’ experience in the investment management industry and is a member of the Colonial First State Global Asset Management Executive Committee.

                                                                                       

   

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