Our Team
Summary
LGI’s organisational approach is designed to be broad and flat with the management of the organisation largely delegated to the Management Committee.
The Board has delegated relevant responsibilities to an Investment Committee and a Compliance Committee and membership of these is indicated below.
Terry Gray
Managing Director and Chief Investment Officer
Terry commenced in July 2006 preparing for the commencement of business and to implement a marketing regime targeted to institutional domestic and international clients for the Absolute Return Fund.
Terry was appointed as Managing Director and Chief Investment Officer of LGI on 28 August 2006. Prior to this, Terry held a number of managerial roles including Director of Corporate Finance and Equities at Grange Securities, Chief Investment Officer at Allianz Equity Management and Head of Equities at ANZ Funds Management with over 17 years' financial markets experience. While at ANZ, equity returns were in the top decile of leading industry surveys and products were rated by leading ratings/research houses.
Terry has extensive experience in portfolio management, managing portfolios in excess of $2000m, supervising large investment teams, managing and designing a diverse range of products in a wide regulatory environment. His experience in portfolio management and portfolio construction includes extensive use of derivative products and strategies within domestic equity portfolios. Products include – Index options, futures and ETO, LEPOS and hybrid securities.
Terry is currently responsible for the overall management of the company. His role also includes oversight of the investment process, portfolio construction and marketing to new clients. The current Australian wholesale absolute return fund commenced business in September 2007.
Terry is a Fellow of FinSIA.
LGI Board Committee Membership
Compliance Committee
Investment Committee
Michael Pouliot
Executive Director and Director, Investments
Michael commenced his role of Director, Investments in July 2006 to assist with the creation and implementation of the portfolio investment structure for the Absolute Return Fund and future funds.
Michael has 20 years extensive experience gained in all facets of securities, specifically dealing in equities and fixed interest securities, managing international equity portfolios, asset allocation, constructing equities portfolios and index portfolios.
Michael gained extensive experience in over 25 markets in the industry, including roles at ANZ Asset Management as Head of International Equities from 1997 – 2001 that included marketing the international equities division, managing portfolios that ranged in value from $300 to $400 million in selected developed and emerging countries, and also included supervision of a dealing team. Previously, he was a Portfolio Manager for 10 years.
LGI Board Committee Membership
Investment Committee Management Committee
Paul Lodge
Non-Executive Director and Chairman
Paul brings a wealth of experience and knowledge developed over a career spanning more than 27 years. He has held senior executive positions in a variety of stockbroking firms including Austock Stockbrokers Pty Ltd and Potts West Trumbull & Co. Paul is Executive Chairman and Executive Director of Lodge Partners Pty Ltd which he founded in 1994. Paul is a SDIA Practitioner Member and ASX Accredited Derivatives Advisor. Lodge Partners is a Trading Participant of the Australian Securities Exchange and provides stockbroking, research and corporate finance services to institutional clients.
Geoffrey MacFarlane
Executive Director and Compliance Officer
Geoff was appointed a director of the company initially to prepare a business strategy and review business opportunities. Geoff’s role encompasses the management of the Marketing, Compliance and Administration functions.
Geoff has over 30 years experience in investment banking, banking and funds management including Senior Executive positions with ANZ Banking Group and Directorships with Credit Suisse First Boston Australia, IOOF Australia Group and Capel Court Corporation. Geoff currently serves on the Industry Advisory Committee – Melbourne Centre for Financial Studies and the Quotation Committee of Australia Pacific Exchange Limited. Geoff is a senior fellow of FINSIA.
LGI Board Committee Membership
Compliance Committee Management Committee
Margaret Battisson
Company Secretary and Operations Manager
Margaret was appointed Operations Manager in November 2006 and is responsible for the operations and trading compliance functions and administration of the business.
With over 20 years involvement in wholesale and retail financial services compliance and operations experience that included Compliance Manager of Credit Suisse First Boston for 10 years, and 4 years with ASX as a Compliance Officer specialising in Clearing and Settlement functions of stockbroking organisations, Margaret brings to the business extensive operational experience and compliance expertise. Margaret is a Member of the Australasian Compliance Institute and is PS146 accredited.
LGI Board Committee Membership
Compliance Committee
Andrew Marcou BBus MFin
Portfolio Manager, Investments
Andrew has over 10 years financial markets experience including Portfolio Manager at ANZ Trustees and Quantitative Research Manager at ANZ Funds Management.