Lonsec Group Investment Governance
All Lonsec Investment Solutions portfolios are overseen by Lonsec’s various internal investment committees. The committees include our asset allocation, security selection, portfolio manager oversight and portfolio management committees which are all comprised of senior members of the Lonsec Investment Solutions team, as well as a panel of independent investment experts.
Product Investment Oversight Committee
Dr Steve Garth
Independent Chair
Mike Wright
Lonsec Group CEO
Bruce Hawkins
Chief Operating Officer
Deanne Baker
Portfolio Manager
Nathan Lim
Executive Director – LIS, CIO
Committees
Asset Allocation Investment Committee (LIS AAIC)
Nathan Lim (Chairperson), Deanne Baker, Veronica Klaus, Emmanuel Calligeris, Phil Graham, Waylen Ramsey (Secretary)
IPL Asset Allocation Investment Committee (IPL AAIC)
Nathan Lim (Chairperson), Paul Dortkamp, Tim Farrelly, Nick Field, Chris Robertson, Chris Smith, Waylen Ramsey (Secretary)
Security Selection Committee (SSC)
Nathan Lim (Chairperson), Veronica Klaus, Nick Ward, Nick Field, Brook Sweeney, Eleanor Menniti, Chris Robertson, Ron Mehmet, Deanne Baker, Danial Moradi, Waylen Ramsey (Secretary)
Portfolio Manager Oversight Committee (PMOC)
Nathan Lim (Chairperson), Deanne Baker, Veronica Klaus, Danial Moradi, Nick Field, Waylen Ramsey (Secretary)
Portfolio Management Committee (PMC)
Nathan Lim (Chairperson), Deanne Baker, Danial Moradi, Nick Field, Chris Robertson, Veronica Klaus, Ron Mehmet, Brook Sweeney, Nick Ward, Eleanor Menniti, Waylen Ramsey (Secretary)
Committee Members
Nathan Lim
LIS AAIC (chair), IPL AAIC (chair), SSC (chair), PMOC (chair), PMC
Danial Moradi
SSC, PMOC, PMC
Paul Dortkamp
IPL AAIC (independent)
Tim Farrelly
IPL AAIC (independent)
Deanne Baker
LIS AAIC, SSC, PMOC, PMC
Chris Robertson
IPL AAIC, SSC, PMC
Nick Field
IPL AAIC, SSC, PMOC, PMC
Veronica Klaus
LIS AAIC, SSC, PMOC, PMC
Ron Mehmet
SSC, PMC
Brook Sweeney
SSC, PMC
Phil Graham
LIS AAIC (independent)
Emmanuel Calligeris
LIS AAIC (independent)
Nick Ward
SSC, PMC
Eleanor Menniti
SSC, PMC
Chris Smith
IPL AAIC
Waylen Ramsay
LIS AAIC (secretary), IPL AAIC (secretary), SSC (secretary), PMOC (secretary), PMC (secretary)