Page 11 - OIG 2018 Brochure
P. 11

 Team
 Steven Marsh
Director, Operations
Steven is a senior investment management professional with over 25 years’ experience in funds management, research and product development, fund operations and investment governance. Asset class exposure includes Australian equities and derivatives, cash and fixed interest, property, mortgages and managed investment trusts.
Steven was formally the General Manager of group investment management at The Trust Company. Trust was an ASX listed trustee company with $4bn funds under management. His responsibilities included the development of bespoke investment solutions across all asset classes, providing direction and strategy for the business and relationship management of key clients and stakeholders. A major part of the role was ensuring compliance with the investment management governance framework and executive responsibility for Trust’s Investment Committee. Steven was also Chair of the Due Diligence Committee.
As the direction and strategy of Trust’s investment management business developed, Steven successfully led a number of rationalisation and transformation projects.
He previously worked as a Senior Portfolio Manager at Legal and General Financial Services specialising in Australian equities and derivatives and before that in the stockbroking industry.
Steven holds a Bachelor of Science (Honours) degree from Melbourne University.
Peter has more than 20 years’ experience working in the operations teams of various funds management companies, the most recent being a listed financial services group where he was responsible for the fund settlements and unit pricing.
Prior to this, Peter spent 9 years with Credit Suisse Asset Management in the Operations team where he was a member of the team responsible for the development and deployment of the unit pricing system. As well as the Team Leader of the Fixed Interest unit pricing team.
Prior to Credit Suisse, Peter spent two years at Westpac in the Operations team as an Investment Accountant responsible for cash flow management and unit pricing.
Peter has a Masters in Business Administration from the University of Technology Sydney, a Diploma in Financial Planning (RG146 compliant) and is currently an Associate Member of CPA Australia.
Tony is a Chartered Accountant and has in excess of 20 years’ experience predominately in the financial services industry. He has acted as CFO and Company Secretary for a number of funds management companies and has had responsibility for financial reporting for both listed and unlisted funds across a range of asset classes.
Tony has extensive experience in fundraising, due diligence, investor reporting and compliance.
His funds management industry experience includes 10 years as CFO and Company Secretary for DDH Graham Limited (a funds management and administration company) and a further 6 years as CFO for NBC Capital Pty Ltd, (a private equity fund manager).
Tony holds a Bachelor of Commerce from the University of Queensland, is a member of the Institute of Chartered Accountants Australia (ICAA) and is a Fellow of the Financial Services Institute of Australasia (FINSIA).
  Peter Howe
Director, Operations
  Tony Keating
Director, Operations
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