Greg Michel

UBS Asset Management (Australia) Ltd. (UBS AM Australia) is the Australian asset management subsidiary of UBS AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1985 and is headquartered in Sydney. UBS AM Australia manages a comprehensive range of investment funds across all major asset classes; investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds. Their clients include superannuation funds, financial institutions, corporates, financial intermediaries and private clients.

Ausbil Investment Management Ltd. (Ausbil) is the Australian equities management subsidiary of Candriam SCA, ultimately held by New York Life Insurance Co. (NYLIC) in the US. The firm was founded by Paul Xiradis and Reubert Hayes in 1997 as a joint venture between the founding investors and Dexia Asset Management. The firm was formerly known as Ausbil Dexia Ltd. and changed their name to Ausbil Investment Management Ltd. when they were acquired by NYLIC in 2014. Headquartered in Sydney, Ausbil primarily manages Australian and global equities for superannuation funds, institutional investors, master trusts and Australian retail clients. The firm provides discretionary investment management services to managed investment trusts offered in Australia. Ausbil is a signatory to the Principles for Responsible Investment (PRI).

AMP Capital Investors Ltd. (AMPCI) is the wholly-owned investment management subsidiary of AMP Capital Holdings Ltd., ultimately held by financial group AMP Ltd. (ASX: AMP) in Australia. Founded in 1849 as the non-profit Australian Mutual Provident Society, the group is an Australian superannuation provider and asset manager. The firm is headquartered in Sydney with additional offices in New Zealand, Dubai, China, Hong Kong, India, Ireland, Japan, Luxembourg, UK and the US. They were one of the first to invest in infrastructure when they participated in the financing of the Sydney Harbour Tunnel in 1988. AMPCI is a socially responsible investor which manages a range of unlisted and listed infrastructure investments in Asia, Europe, North America, Australia and New Zealand as well as life insurance, institutional and mutual funds for the AMP group.

Bennelong Australian Equity Partners Pty Ltd. (BAEP) is an investment advisor headquartered in Australia and was founded in 2008 by Mark East in partnership with Bennelong Funds Management. BAEP is a boutique fund manager focused on investing in Australian listed equities.

Australian Ethical Investments Ltd. (Investment Management) (Australian Ethical-IM) is the investment management division of Australian Ethical Investment Ltd. (ASX: AEF) headquartered in Sydney, Australia. Australian Ethical-IM was founded in 1986 and manages diversified portfolios composed of ethical companies for individual and institutional clients.

Goldman Sachs Advisors BV (GSBV) is the wholly owned, Netherlands-based investment management subsidiary of Goldman Sachs Asset Management International Holdings BV, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) (Goldman Sachs) in the US. Founded in 1994 as ING Investment Management Advisors BV, the firm became NNIP Advisors BV in 2015 following the IPO of NN Group. They changed their name to Goldman Sachs Advisors BV in 2023 after the acquisition of Goldman Sachs to NN Group in 2022. Headquartered in The Hague, GSBV manages a range of assets for institutional and individual clients.

Charter Hall Property Securities Management Ltd. (Charter Hall) is the investment management subsidiary of Charter Hall Group (ASX: CHC) in Australia. Headquartered in Sydney, Charter Hall manages real estate securities.

ICE Investors Pty Ltd. is an investment management company based in Melbourne, Australia. The company specializes in Australian equities and managed funds, offering a range of investment options for both individual and institutional clients. The private company's flagship fund, the SGH ICE Fund, is an actively managed equity fund that invests in ASX-listed franchise companies with a sustainable competitive edge. The company provides performance reviews, unit pricing, and distribution information for their funds, as well as news and updates on the investment industry. ICE Investors has a highly experienced team and is an authorized representative of SG Hiscock & Company Ltd, with an ABN of 30 630 473 568.

JBWere Ltd. is a wealth management firm headquartered in Melbourne, Australia. The firm was founded in 1840 and is owned by Goldman Sachs Australia Pty Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. JBWere provides wealth management services to individuals, families, business owners and for-purpose organizations.

Segantii Capital Management Ltd. (Segantii) is an institutional asset management firm headquartered in Hong Kong. The firm was founded by Simon Sadler in 2007 and is a subsidiary of Segantii Capital Management (Cayman) Ltd. in Cayman Islands. Segantii manages the Segantii Asia-Pacific Equity Multi-Strategy Fund. Investors in the fund include high-net worth individuals, family offices and fund-of-funds.

Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators.

Arkx Investment Management Pty Ltd. provides investment advisory services. The company was founded by Geoff Evison in 2007 and is headquartered in Sydney, Australia.

Mutual Ltd. is an independently owned cash, credit and fixed income investment manager headquartered in Melbourne, Australia. Founded in 1991, the firm manages and advises cash and fixed income funds for wholesale investors. They also act as Responsible Entity and Investment Manager for registered managed investment schemes they have established.

Quay Global Investors Pty Ltd. (Quay) is a boutique asset manager headquartered in Melbourne, Australia. The firm was founded in 2013 by principals Justin Blaess and Chris Bedingfield. They are a subsidiary of Bennelong Funds Management Group Pty Ltd., which is owned by Bangarra Group Ltd. Quay provides access to a diverse range of listed real estate opportunities across multiple geographies.

AllianceBernstein Hong Kong Ltd. (AB-Hong Kong) is the wholly-owned, Hong Kong-based investment management subsidiary of AllianceBernstein International LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH), a financial services and insurance company headquartered in the US. Formerly known as New-Alliance Asset Management (Asia) Ltd., the firm was founded in 1997 as a joint venture between AllianceBernstein Holding LP (NYSE: AB) and Sun Hung Kai Properties Ltd. (HKG: 0016). AB-Hong Kong provides international asset management services to individuals and institutions in Hong Kong and the region. They are the Hong Kong representative of AllianceBernstein’s Luxembourg-domiciled investment funds.

Goldman Sachs Investment Management (Singapore) Ltd. (GSIM Singapore) is the Singapore-based asset management subsidiary of Goldman Sachs Advisors BV, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS), a multinational investment bank and financial services company headquartered in the US. The firm was founded in 1996 and formerly known as NN Investment Partners (Singapore) Ltd. GSIM Singapore provides investment management solutions to a diverse set of institutional and individual clients. They also manage Luxembourg-domiciled funds.

JPMorgan Asset Management (Singapore) Ltd. (JPMAMS) is the Singapore office of JPMorgan Chase & Co. (NYSE: JPM, a multinational investment bank and financial services holding company headquartered in New York City. JPMAMS provides investment management services to individuals, families, companies, and communities.

Coolabah Capital Investments Pty Ltd. (CCI) is an independent, Australian investment management firm founded by Christopher Joye and Darren Harvey in 2011. Headquartered in Sydney, the firm manages numerous institutional mandates, the Smarter Money Investments’ product suite, the Coolabah Active Composite Bond Fund (Hedge Fund) (CXA:FIXD) and the BetaShares Active Australian Hybrid ETF (ASX: HBRD). CCI is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Commonwealth Securities Ltd. (CommSec) is the securities brokerage subsidiary of Commonwealth Bank of Australia (ASX: CBA ). Headquartered in Sydney, CommSec was founded in 1995 and offers a range of brokerage products and services including online trading, cash management, margin lending, and international share trading to retail cliens.

AllianceBernstein (Australia) Ltd. (ABAL) is the Australian subsidiary of AllianceBernstein Holdings (Cayman) Ltd., ultimately owned by AXA Equitable Holdings, Inc. (NYSE: EQH) in the US. The firm is headquartered in Sydney with additional office in Melbourne. They provide diversified investment management services worldwide to institutional, high-net worth individuals and retail investors.

Yarra Funds Management Ltd. (YFM) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 2017 after a management buyout of Goldman Sachs Asset Management’s Australian-focused investment capabilities and operating platform, backed by TA Associates. They are a subsidiary of Yarra Capital Management Holdings Pty Ltd. YFM offers a range of actively managed fundamental equities, fixed income and multi-asset capabilities. Their fixed income capabilities provide clients with access to multi-asset and hybrid strategies.

China Merchants Fund Management Co., Ltd. (CMFM) is a Chinese fund management firm which was founded in 2002 as a joint venture between China Merchants Securities Co., Ltd. (45 percent) and China Merchants Bank Co., Ltd. (55 percent). Headquartered in Shenzhen with branch offices in Beijing, Shanghai and Chengdu, the firm was the first joint venture established between a domestic asset manager and a foreign firm in China. CMFM manages a diverse range of funds including the AnTai umbrella fund for institutions and private individuals. They also manage part of the national social security fund as well as pension funds for the government.

Axial Partners Ltd. provides enterprise software solutions to financial institutions. The company is based in Hong Kong, Hong Kong. The Chinese company was founded in 2016 by Guy Uding, Charles Wong. Charles Wong has been the CEO since 2016.

Lazard Asset Management (Deutschland) GmbH (Lazard AM Deutschland) is the German asset management subsidiary of Lazard Asset Management LLC, ultimately owned by Lazard Ltd. (NYSE: LAZ) in the US. Founded in 1999, the firm is headquartered in Frankfurt and specializes in fund advisory services via segregated funds and outsourcing mandates for institutional clients, including banks, insurance companies, pension funds, industrial companies and foundations. Lazard AM Deutschland also manages mutual funds for private individuals.

Lazard Asset Management Pacific Co. (LAMP) is an asset management firm headquartered in Sydney, Australia. The firm was founded in 1994 and is a subsidiary of Lazard Asset Management LLC, ultimately held by Lazard Ltd. (NYSE: LAZ) in the US. LAMP manages investment portfolios and provides investment advice to institutional and individual investors around the world.

WaveStone Capital Pty Ltd. is an investment firm that aims to provide capital growth and tax-effective income by investing in quality companies with a sustainable competitive advantage. The private company is based in Sydney, Australia. and has subsidiaries in Australia. WaveStone Capital was founded in 2006 by Catherine Allfrey, Graeme Burke, Ian Harding.

IAG Asset Management Ltd. (IAM) is the investment adviser subsidiary of Insurance Australia Group Ltd. (ASX: IAG). They are headquartered in Sydney and provide investment advice.

ANZ New Zealand Investments Ltd. (ANZ Investments) is the investment advisory subsidiary of ANZ Wealth New Zealand Ltd., ultimately held by Australia & New Zealand Banking Group Ltd. (ASX: ANZ, ADR: ANZBY) in Australia. Formerly known as OnePath (NZ) Ltd. and ING (NZ) Ltd., the firm was founded in 1989 as Armstrong Jones New Zealand. ANZ Investments is headquartered in Auckland and serves as the issuer and manager of the OneAnswer KiwiSaver Scheme, OneAnswer Multi-Asset-Class Funds and OneAnswer Single-Asset-Class Funds for individuals and large clients including superannuation funds, charitable and community organizations, and local government authorities. The firm is a socially responsible investor and a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

Prudential Investment Services Corp. Pty Ltd. provides investment advisory services. The private company is based in Sydney, Australia.

NovaPort Capital Pty Ltd. is a boutique Australian equities investment manager headquartered in Sydney. The firm was founded by Alex Milton and Sinclair Currie in 2010 as Challenger Alpha Small Co AFSL Pty Ltd. NovaPort Capital provides investment management services to institutional and retail clients.

Collimate Capital Ltd. provides insurance services. The company was founded on June 11, 1997 and is headquartered in Sydney, Australia.