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^®).

‍Ready to talk?

Connect with Lance

Liz has over twenty years of global financial services experience across a range of sectors, with roles covering operational management, strategy, risk management, compliance and audit.

Her most recent roles include being a member of the leadership team of a large-scale Remediation Program for NAB, Chief Strategy Officer for a startup niche banking consultancy firm based in UAE servicing clients in various countries.  Prior to this she was with First Abu Dhabi Bank (previously National Bank of Abu Dhabi) for 6 years with her last role being Head of Controls & Governance Corporate & Investment Banking, globally. Before her move to the UAE, Liz was based in Sydney with Macquarie Group.

She holds a Master of Finance & Investment from FINSIA, a Global Executive MBA from IE Business School as well as a range of certificates including FinTech from Harvard, Risk Management Assurance from IIA, Islamic Finance from CIMA and a Non-Executive Director Certification from the Non-Executive Director Association in UK.

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.

Carlos joined Talaria in June 2023. He has over 10 years of global financial services experience across a range of businesses, including UK global markets at Deutsche Bank, Nomura, and Citi, HSBC Private Bank, Financial Services consultant at PwC in the UK, and Corporate and Investment Banking at Westpac in Australia.

Carlos holds a Degree in Economics, a Masters in Investment Banking and Securities as well as a range of certificates including Securities and UK Financial Regulation from the Chartered Institute for Investment and Securities (CISI), Behavioural Economics from Chicago Booth University, and Global Diplomacy from the University of London in the UK.

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 founder and 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.

John joined Talaria in October 2019 as a Global Equity Analyst.

John is a CFA Charterholder and qualified Chartered Accountant who has demonstrated a passion and commitment to analysing financial statements for the benefit of clients. In his role as a Senior Accountant at Ernst & Young, John led a team that provided risk management and financial statement assurance services to a wide range of asset management, insurance, banking and capital market related clients.

His long-term passion for equity markets and stocks led John to join Diogenes Research in 2015 as an analyst responsible for fundamental, in-depth financial statement analysis of global equities tasked with identifying new investment opportunities and maintaining a core coverage list.

In addition to his CFA and CA qualifications, John holds a double degree Bachelor of Commerce (Accounting, Finance)/Bachelor of Economics (Economics) from Monash University.

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.