Investment Team

 

Donny Buchanan, CFA

Donny Buchanan is a Co-Founder, CIO and Portfolio Manager for the Lakehouse Small Companies Fund. He joined The Motley Fool in 2014 after 12 years working across financial services and investment...

Read more...

 

Nick Thomson

Nick Thomson is the Portfolio Manager for the Lakehouse Global Growth Fund. Prior to assuming his current role, Nick spent several years leading the...

Read more...

 

Pooja Shirangi

Pooja Shirangi is a Portfolio Manager and Director at Lakehouse Capital. In addition to leading on Lakehouse’s sustainability, ESG, engagement efforts and processes, Pooja runs point...

Read more...

 

Erwin Tan

Erwin Tan is a Senior Analyst and Deputy Portfolio Manager for the Lakehouse Small Companies Fund. Erwin is the strategy captain for our networks fascination...

Read more...

 

Abigail Malin

Abigail Malin is an Investment Analyst at Lakehouse Capital. Abi supports our investing fascination of intellectual property (IP) ...

Read more...

 

Kenny Mai, CFA

Kenny Mai is an Investment Analyst at Lakehouse Capital and is the strategy captain for our investing fascinations of loyalty...

Read more...

Jay Chiu

Jay Chiu is an Investment Analyst at Lakehouse Capital. Jay supports our research fascinations for the Lakehouse Global Growth and Lakehouse Small Companies Funds 

...

Read more...

Distribution Team

 

Stuart James

Head of Distribution

Stuart is the Head of Distribution at Lakehouse Capital.

He leads the team responsible for the distribution and servicing of Lakehouse’s investment strategies across channels.

Stuart was employed by Aberdeen Standard for 23 years during which he led Client Service, Sales and Marketing teams and developed business strategy as a Board Director. Prior to his leadership roles Stuart was an equity Investment Specialist for many years.

He holds a Bachelor of Arts in Accounting and Finance (Honours) and is RG146 compliant.

T: +61 419 164 402

E: [email protected]

 

Edwina Best

Senior Business Development Manager

Edwina is our Senior Business Development Manager at Lakehouse Capital.

She is part of the team responsible for distribution of the Lakehouse Funds to the intermediary market including private wealth, advisory, family office, research house and platform segments.

She has over 25 years of experience in financial services, most recently founding and running Gateway Financial Marketing, a distribution and consultancy firm and prior to that was an Associate Director at Macquarie Group.

She holds a Bachelor of Business (majoring in Marketing and International Business) from UTS and is CIMA qualified.

T: +61 404 046 179

E: [email protected]

 

Mark Fenech

Senior Business Development Manager

Mark Fenech is a Senior Business Development Manager at Lakehouse Capital with over 20 years experience in the finance industry.

He is responsible for delivering on our distribution strategy servicing a range of key business stakeholders.

Prior to joining Lakehouse, Mark was a Director and Wealth Adviser for his own advisory firm and worked as an investment consultant to wholesale clients for strategic asset allocation advice.

Mark holds a Graduate Certificate of Global Business Practice with Macquarie University, a Diploma in Financial Markets with the Securities Institute of Australia, a Diploma in Financial Services with Intellitrain and has an SMSF accreditation with Kaplan. He is currently a Global MBA Candidate with Macquarie University.

T: +61 423 200 040

E: [email protected]

Operations Team

Dennis Lee

Operations Manager

Dennis Lee is the Operations Manager and Chief Compliance Officer at Lakehouse Capital.

He is responsible for managing the operational aspects of the business including fund administration, investment operations, regulatory compliance and key vendor relationships.

Dennis has over 13 years of experience in the fund administration and investment management sectors having worked with fund managers, administrators and custodians.

Prior to joining Lakehouse, Dennis’s Financial Controller role with Smallco Investment Manager covered oversight of external fund administrator’s work and managing other fund administration and financial reporting.

Dennis holds a Bachelor of Business (Accounting) and Second Major in Finance from the University of Western Sydney.

Daniel Chen

Operations Analyst

Daniel Chen is an Operations Analyst at Lakehouse Capital.

Daniel supports the Operations Manager and is responsible for oversight of the outputs of our external fund administrator. He also liaises with key external stakeholders including custody, brokerage firms, registry and the funds’ responsible entity, among many others.

Prior to joining Lakehouse, Daniel worked at Citco Fund Services (Australia) for 5 years across various roles within the business. Daniel’s most recent role at Citco was as an Account Manager responsible for managing client relationships and overseeing a team of fund accountants.

Daniel holds a Bachelor of Commerce (Accounting and Finance) from the University of New South Wales. He is also a member of CPA Australia (CPA).