Al joined Talaria in February 2020 looking after communications and marketing.

Prior to this he worked for over 10 years at National Australia Bank in communications, heading up a Digital and Creative team focussing on video, social and cloud-based services and content, including helping leaders improve their on-camera presence.

He has worked in news, film, tv and corporate content production for large organisations and start ups.

He has a masters (Film and Television) from VCA, a BA in arts from Melbourne University, and a Grad Dip from RMIT in Professional Writing.

Lance is the Head of Sales at Talaria Asset Management.  He has over 20 years of experience spanning Funds Management and Retirement Income Strategy distribution.

Prior to joining Talaria he spent over a decade at Challenger Ltd leading some of the country’s top performing and highly regarded B2B distribution teams and individuals.  His experience also includes distribution roles with Perpetual Asset Management  and ownership of an Independent Private Wealth Advisory firm.

Lance holds a Bachelor of Commerce & Bachelor of Information Systems from the University of Tasmania, a Graduate Diploma of Financial Planning from the Securities Institute of Australia and is also a Certified Investment Management Analyst (CIMA^®).

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Ann joined Talaria in September 2024 as Finance Manager and has more than 20 years’ experience in Accounting and Finance. Ann began her professional journey as a treasury accountant at Newcrest Mining, before moving to Bosch Australia as the manager for tax and treasury. She further expanded her expertise by serving as a tax auditor for the Australian Taxation Office (ATO) and most recently held the role of Chief Financial Officer (CFO) for a National Disability Insurance Scheme (NDIS) provider, leveraging her extensive background in finance and taxation to ensure fiscal responsibility and strategic growth within the organization.

Ann holds a Bachelor of Commerce from University of Melbourne, a Master of Business Law from Monash University and is a qualified CPA.

Nick joined Talaria in November 2024. He has more than 30 years of experience in financial services as a CEO, COO and Director. In his roles at Bell Asset Management, Bell Potter Securities, UBS and National Australia Trustees, he has overseen clients’ investment funds as a trustee, risk manager and company director. 

Nick has deep experience in general management, governance and compliance, risk management, relationship and partner management, investment operations, IT and cyber oversight.  

In addition, he has experience as a company director and trustee in the for-profit, not-for-profit and statutory body sectors in Australia and the USA. He is a practiced committee chairman and company secretary. 

Nick has an MBA from the University of New England and is a Graduate Member of the Australian Institute of Company Directors. 

Peter joined Talaria Asset Management in 2016 as an analyst with 7 years’ experience in financial services.

Peter commenced his career at Mercer within Corporate Finance and progressed through a variety of roles including Fund Accounting, Risk Analysis and Performance Analytics.

Prior to joining Talaria, Peter was responsible for investment performance and attribution analysis on Mercer’s Funds for internal consultants and external clients.

Peter holds a Bachelor of Commerce and Masters of Applied Finance from Monash University and has completed the CIPM Professional Level.

Jamie is the Chief Executive Officer of Talaria Asset Management.

He has held a range of senior roles in the global asset management sector including four years at Deephaven Capital Management, a US based multi-strategy hedge fund, and most recently was a Partner at Tyrus Capital, a Europe based multibillion-dollar investment firm managing global equities funds.

He spent the early part of his career at Morgan Stanley followed by Goldman Sachs, working on investment, corporate development, product development, business operations, sales & marketing, and strategy.

Jamie holds a Master of Engineering (MEng) from Loughborough University in the UK and co-founded Talaria Asset Management in 2018.​

Stuart has 12 years of industry experience, having joined Talaria in 2008 after working as a lecturer and tutor at the School of Mathematics & Physics, University of Tasmania, for four years. His role at Talaria includes equity research and quantitative analysis.

Stuart is the author of the paper “Performance Attribution of Options” published in the Journal of Portfolio Management. This paper examines three different methods that can be used in analysing stock options in Brinson-Fachler attribution analyses; one of which has been developed at Talaria Asset Management.

Stuart holds a Ph.D. in Theoretical Physics and a Bachelor of Science degree in Physics and Maths, with First Class Honours in Physics, from the University of Tasmania. Stuart is a Chartered Financial Analyst Charterholder.

Chad is the Co-Chief Investment Officer of Talaria Asset Management (previously Wingate Asset Management). He has more than 20 years’ experience in the financial services industry in the UK, South Africa and Australia.

His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa.

In 1998 Chad co-founded Aurica Financial Services in South Africa, a private client asset management company. In 2001, this was sold to Anglorand and Chad moved to Melbourne where he joined AXA Asia Pacific in 2003 in the role of investment specialist in equities and fixed income.

Chad’s views are regularly sought by the financial media with his comments appearing in The Australian Financial Review, The Age and Sydney Morning Herald. Chad has also made several appearances on ABC television’s The Business.

Chad holds a Bachelor of Commerce from University of the Witwatersrand (South Africa), is a Fellow of the Financial Services Institute of Australasia and is a Chartered Financial Analyst charterholder. Chad co-founded Talaria Asset Management in 2018.

Jonathon joined Talaria Capital as a global equities analyst in October 2019.

Before joining Talaria Capital, Jonathon spent four years at Melbourne-based specialist equity research firm, Diogenes Research. As a key member of the research team, Jonathon was responsible for covering a broad cross section of ASX listed securities, as well as leading the firm’s global bespoke research offering on behalf of institutional clients.

Prior to this, Jonathon worked at global audit and consulting firm, EY where he managed internal and external audit engagements across the asset management, banking, and capital market sectors.

Jonathon holds a double degree Bachelor of Commerce (Accounting, Finance)/Bachelor of Economics (Economics) from Monash University and is a qualified Chartered Accountant and CFA Charterholder.

Hugh is the Co-Chief Investment Officer and Head of Research at Talaria, having joined the business in 2016.

He began working in international equity markets in London in 1999 covering a range of global industries and sectors at Kleinwort Benson and Goldman Sachs, where he was consistently recognized by the likes of Institutional Investor, Greenwich Associates and Thomson Extel for his work.

He subsequently joined the international equities specialist TT International where he was part of the six-person team responsible for managing the firms long only Institutional Funds.

Hugh holds a Bachelor of Commerce and a Bachelor of Letters from Melbourne University, and co-founded Talaria Asset Management in 2018.

Max joined Talaria as an Investment Analyst in February 2020 as part of the investment team.

Max has more than 30 years’ experience working in financial services, most recently as a partner in Willis Welby, an independent research provider that he co-founded in 2009 giving advice to UK and US based institutional investors in global equities.

Before that Max spent six years running a long/short European book for ABN Amro Principal Strategies. In addition to taking single stock positions, he used index futures and options for hedging.

Max has also worked at leading UK, European, and US investment banks in equity sales, research, trading and management.

He has an MA in English Language & Literature from Oxford University.

Stefan joined Talaria in January 2022 as a global equity Analyst.

Karen joined Talaria in February 2024 as Business Manager. She has over 20 years of experience working for global asset management companies in London, New York and Melbourne.

Her most recent roles include COO Front Office Services for a UK listed discretionary manager Close Brothers Asset Management, managing the inhouse dealing desk, AML/KYC, 1^st line risk & control, market data and bringing multiple regulatory and system projects into the front office. Prior to Close Brothers, Karen has worked at Columbia Threadneedle, Barclays Wealth Management, Lehman Brothers NYC and JPMorgan Asset Management heading up Business Management roles focusing on operational risk management, change projects and vendor management.

Karen holds a Bachelor of Business (Accounting) from Monash University.

Mavis joined Talaria in December 2023 as an Associate Analyst.

Mavis has an MBA from Melbourne Business School (the University of Melbourne) which she completed while working as a consultant to the Wine Industry focusing on sourcing, originating deals and providing valuation and due diligence services to fund managers and private firms helping them expand their portfolios into the agriculture sector.

Mavis was Awarded 1 of 15 ‘Future Leaders 2021’ by Wine Australia (gov. authority) for outstanding leadership, and she co-developed the first bilingual winery management software to help digital transformation of Chinese wineries and achieve ~60% labour cost-saving.

In addition to her MBA, Mavis has a Bachelor of Viticulture and Oenology from the University of Adelaide.

Jeane joined Talaria in February 2024.  She has a breadth of experience in Fund Services, joining Talaria from Morgan Stanley Fund Services (MSFS).  She was with MSFS since February 2016 where she held the position of Vice President supporting Hedge Fund clients with a range of aspects of their Fund Administration needs.  Prior to MSFS,  she worked International Fund Services, Maple Fund Services and Citi Fund Services overseeing Fund Accounting teams and processes.

Jeane holds a Bachelor of Business (Accounting)/Bachelor of Computing from Monash University and is a qualified accountant from CPA Australia.