Investment Team

 

Joe Magyer, CFA

Joe Magyer is the Chief Investment Officer and a Co-Founder of Lakehouse Capital. He’s also the Portfolio Manager of the Lakehouse Small Companies Fund, and the Lakehouse Global...

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Donny Buchanan, CFA

Donny Buchanan is a Co-Founder of and Senior Analyst at Lakehouse Capital. He joined The Motley Fool in 2014 after 12 years working across financial services and investment...

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Pooja Shirangi

Pooja Shirangi is a Senior Analyst at Lakehouse Capital. Pooja runs point on our IP investing fascination as well as Lakehouse’s ESG initiatives and proxy voting...

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Erwin Tan

Erwin Tan is an Investment Analyst at Lakehouse Capital. Erwin’s expertise centres on our investing fascination of network effects...

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Nick Thomson

Nick Thomson is an Investment Analyst at Lakehouse Capital. His expertise centres on our loyalty investing fascination....

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Abigail Malin

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

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Kenny Mai, CFA

Kenny Mai is an Investment Analyst at Lakehouse Capital. Kenny supports our investing fascinations of network effects and loyalty.....

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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

Business Development Manager

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

He is responsible for servicing intermediaries including the financial adviser network and key distribution relationships including platform providers, media and research houses.

Prior to joining Lakehouse Capital, Mark was a Director and Financial Adviser for his own wealth advisory firm, specialising in providing investment advice for retail and wholesale clients.

Mark holds a Diploma in Financial Markets with the Securities Institute of Australia, a Diploma in Financial Planning with IIT, is SMSF accredited with Kaplan and is RG146 compliant.

T: +61 423 200 040

E: [email protected]

 

Connor McGrath

Business Development Associate

Connor McGrath is our Business Development Associate at Lakehouse Capital.

He is responsible for providing investor services, business development and marketing support for our distribution team.

Prior to joining Lakehouse, Connor was a client service associate for a financial planning firm providing business and service support to senior advisers.

Connor holds a Bachelor of Commerce (Finance) from the Australian Catholic University and is currently undergoing his MBA (Finance) at the University of Technology, Sydney.

T: +61 421 570 481

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).