Solaris

Denis Donohue

Denis Donohue Managing Director

Denis became Managing Director of Solaris Investment Management Limited in January 2008, prior to heading the 9 person team at Suncorp Investment Management Limited responsible for managing equity investments in excess of $5.5bn from 2004 until December 2007.

Denis has 25 years financial, investment and business experience, the last 21 of which were with Suncorp. He was in the Investment Management division of Suncorp for 19 years, and has more than 10 years experience as an analyst, covering most sectors.

His career has also included portfolio manager for an unlisted infrastructure fund, and experience as an equities dealer, both physical and derivatives. He commenced his career as a financial analyst in the chartered accounting field.

Denis holds a Bachelor of Commerce from the University of Queensland, and is a Fellow CPA Australia.

Sean Martin

Sean Martin Analyst

Before the establishment of Solaris in January 2008, from 2001, Sean was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

Prior to his time at Suncorp, Sean was an Equities Analyst for Schroder Investment Management (Australia) Ltd for four years.

Sean spent the first years of his career working in the Chartered Accounting profession, before moving to a major international bank.

He holds a Bachelor of Commerce from the University of Queensland and a Diploma in Applied Finance through the Securities Institute of Australia. He is a member of the Institute of Chartered Accountants.

As an Analyst, he currently has full portfolio responsibility for all investments in the insurance, telecommunications, IT, diversified financials and transport sectors.

Will Earnshaw

Will Earnshaw Analyst

Before the establishment of Solaris in January 2008, from 2000, Will was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

Will spent the first 5 years of his career working in the Chartered Accounting profession, before gaining international financial markets experience as a risk analyst with Robert Fleming & Co and Natwest Equities in their over the counter equity derivatives businesses.

Will holds a Bachelor of Commerce and Bachelor of Economics from the University of Queensland, and is an Associate of the Institute of Chartered Accountants in Australia. He holds a Graduate Diploma of Applied Finance and Investment from FINSIA and is a Chartered Financial Analyst.

As an Analyst, he has full portfolio responsibility for investments in the Banking, Healthcare, Media, Retail and Pharmaceuticals & Biotechnology sectors.

Andrew Gatenby

Andrew Gatenby Analyst

Before the establishment of Solaris in January 2008, from 2002, Andrew was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

Prior to joining Suncorp, Andrew spent 15 years in the agriculture industry holding several key positions, including Manager of Property Development and Environment at the AMP owned Stanbroke Pastoral, Australia’s largest beef producer at the time and as Manager Agribusiness with Australian Country Choice.

Andrew holds a Bachelor of Commerce from Deakin University, as well as a Masters in Applied Finance from the Queensland University of Technology.

As an Analyst, he has full portfolio responsibility for investments in the Energy, Utilities, Infrastructure, Capital Goods and Consumer Services sectors.

Bernard Machen

Bernard Machen Analyst

Before the establishment of Solaris in January 2008, from 1999, Bernard was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

Bernard was also solely responsible for a $550M low tracking error Listed Property Fund which exceeded its performance hurdles for 7 consecutive years to 30 September 2007.

Prior to joining the Suncorp Equities team, Bernard spent 10 years in the Information Technology arena, with 6 of those working directly for the Suncorp Equities team designing Portfolio Management and Performance systems, and later managing the Investments Systems team.

As an Analyst, he has full portfolio responsibility for investments in the Real Estate Investment Trusts, Construction Materials and Food, Beverage & Tobacco sectors.

Bernard holds a Graduate Diploma of Applied Finance from FINSIA and a Bachelor of Business (Computing) from the Queensland University of Technology.

John Hodder

John Hodder Analyst

Before the establishment of Solaris in January 2008, from 2006, John was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

John spent the early years of his career as a geologist in both Queensland and Western Australia, before moving to the UK. He spent four years as an analyst/economist in the oil and gas sector with Conoco (UK) Limited and Lonegrove & Associates. Following this, John spent 8 years in the finance industry with CDC Capital Partners (now Actis) arranging private equity deals in Energy Markets.

In January 2004, John jointly launched a mineral exploration company which floated on London’s Alternative Investment Market in April 2005, before returning to Australia in April 2006.

John holds degrees in Science (Geology) and Commerce (Finance) from the University of Queensland, as well as a Masters in Finance from the London Business School.

As an Analyst, he has full portfolio responsibility for the diversified metals and mining, aluminium, precious metals and steel sectors. John has over 20 years of global finance industry experience.

Rob Pownall

Rob Pownall Portfolio Analyst

Before the establishment of Solaris in January 2008, from 2006, Rob was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

Prior to joining the investment management team, Rob spent 11 years in Suncorp’s Information Technology area, holding the position of Systems Analyst, and specialising in investment and treasury applications.

As Portfolio Analyst, Rob is responsible for high-level analysis of client portfolios from an overall perspective, assisting other analysts with issues surrounding portfolio construction, including the use of quantitative risk analysis techniques. Rob’s responsibilities also include enhancements and maintenance of various front office systems owned and used by the team.

Rob holds a Graduate Diploma of Applied Finance from FINSIA and a Bachelor of Engineering – Electronic Systems and a Bachelor of Information Technology, from the Queensland University of Technology.

Michael Bell

Michael Bell Analyst

Before the establishment of Solaris in January 2008, from 1996, Michael was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b.

Michael recently took on an Analyst role and has responsibility for the Chemicals, Packaging & Paper sectors. Prior to this, Michael was Solaris' Head of Dealing since 2007.

Prior to his roles at Solaris, Michael was a Portfolio Analyst at Suncorp where he was responsible for quantitative analysis and product specialist for the High Alpha and After Tax portfolios.

Michael spent the first years of his career working in the back office at Suncorp settling trades and performing project work.

Michael has a Bachelor of Business - Accountancy from the Queensland University of Technology and a Graduate Diploma in Applied Finance through the Securities Institute of Australia.

Damien Keune

Damien Keune Head of Dealing

Before the establishment of Solaris in January 2008, from 2006, Damien was a member of the Suncorp investment team which was responsible for managing equity investments in excess of $5.5b. Damien was promoted from his role as Dealer to Head of Dealing in April 2010.

Prior to joining the Solaris investment management team, Damien held various settlement, pricing and investment operational roles at Suncorp for a further 3 years. Before Suncorp, he gained international experience as a senior Customer Service Consultant with Ample, a subsidiary of AMP in the United Kingdom.

Damien holds a Bachelor of Business from the University of Queensland, as well as Graduate Diploma in Applied Finance and Investment through FINSIA.

As Head of Dealing, he is a key contributor to portfolio performance by efficient execution of Analyst orders.

Katherine Youhanna

Katherine Youhanna Head of Client Services & Marketing

As the Head of Client Services & Marketing, Katherine is responsible for ensuring the provision of monthly & quarterly investment reporting and attending to client, consultant and platform inquiries. Katherine manages the drafting of client agreements, offer documents and provides the documentation required to support business development. Developing the Solaris brand, together with producing targeted marketing and communication programs is also a key focus.

Prior to joining Solaris, Katherine spent nearly 4 years as Suncorp Investment Management ‘s Marketing & Client Services Manager in a similar capacity. Before this and over a period of 8 years, Katherine held business development and marketing roles with two successful mortgage funds. From 1997, Katherine was a qualified solicitor and held a practising certificate until 2002.

Katherine holds a Bachelor of Laws (Honours) from Bond University.

Joanne Francis

Joanne Francis Client Service Administrator

As client service administrator, Joanne assists with all facets of client service and administration.

Before joining Solaris, Joanne previously worked with the investment management team at Suncorp. She commenced in a PA role with the General Manager, before taking on the responsibility of Executive Assistant to Denis and the Equities team. Joanne has 14 years of administrative experience.

Joanne has an Associate Diploma of Business Administration.

Glen Holding

Glen Holding Chief Operating Officer

Glen joined Solaris Investment Management as Chief Operating Officer on 1 June 2009, transitioning from his two-year role with WIG/Pinnacle Investment Management as Co-ordinator of Operations and Finance.

Prior to his time at WIG/Pinnacle, Glen was Vice President of Operations at Credit Suisse Investment Services in both Guernsey and the Cayman Islands for five years. Glen spent the first years of his career working in the Chartered Accounting profession, before gaining international experience as a trust and fund accountant for the Bank of Bermuda in its Global Funds Services Division.

Glen holds a Bachelor of Commerce from the University of Queensland, is a member of CPA Australia and a Senior Associate of FINSIA.

Ian Macoun

Ian Macoun Chairman

Ian was the driver for establishing Pinnacle Investment Management in 2006. Ian is Chairman and Managing Director of Pinnacle and is also Chairman of Solaris Investment Management.

Ian has broad investment, financial and business experience, including more than fifteen years as the CEO/Chief Investment Officer of investment management firms.

His career to date has included being the founding CEO of ‘boutique’ funds management firm Perennial, the founding CEO of QIC, and the CEO/CIO of Westpac Investment Management. Prior to joining the investment management industry Ian’s public sector experience at Queensland Treasury was of a highly commercial nature, including substantial involvement with most major capital markets participants (both Australian and global), Suncorp, QIDC, the public trustee and major building societies, as well as establishing QIC.

Ian has a Bachelor of Commerce and a Master of Financial Management from the University of Queensland, a Diploma in Financial Services (Financial Planning), is a CFA Charter holder, and a Fellow of both the Australian Society of CPAs and the Australian Institute of Company Directors.

Gus Roberts

Gus Roberts Dealer

Gus is a key contributor to portfolio performance by efficient execution of Analyst orders.

Before joining Solaris, Gus held the position of Portfolio Administrator with Wilson HTM Investment Group and prior to this, as a Credit Analyst with Suncorp.

Gus holds a Bachelor of Commerce (Finance Major) from the University of Queensland, as well as a Graduate Diploma in Applied Finance and Investments through FINSIA.

Clint Lidster

Clint Lidster Client Reporting & Performance Analyst

Clint is a member of the Solaris client services team, providing monthly & quarterly reporting and attending to client, consultant and platform inquiries. Clint also provides performance data required to support business development activities.

Before joining Solaris, Clint worked with Goldman Sachs in London, specialising in fixed interest portfolio analysis , and in New York as a credit analyst with Deutsche. Closer to home, he held a number of roles in performance analysis with Challenger.

Clint holds a Bachelor of Commerce (Accounting & Marketing Major) from Griffith University, as well as a Graduate Diploma in Applied Finance and Investments through FINSIA.

Peter Mahoney

Peter Mahoney Head of Distribution

Peter is Solaris’ Head of Distribution and is responsible for promoting and growing Solaris’ profile in the Australian market.

Previously at Blackrock, Peter joined the company as an account manager in 1999, progressing to State Manager for QLD/NT for four years, before spending three and a half years as Head of Retail Sales nationally.

Prior to Blackrock, he worked as an Executive Financial Planner for Westpac Banking Corporation and for over 10 years as Head of Forward Foreign Exchange at Sanwa Bank Inc.