Leadership

Ronni Chalmers – Chief Investment Officer

Portfolio construction and overall fund responsibility

Ronni Chalmers is the founder and Chief Investment Officer of CBG. Ronni has over 30 years of Australian equities investment management experience. He began his career as a graduate at Bankers Trust Australia and rising to Associate Director during its rapid growth in the 1980s. After a decade at Bankers Trust he left and subsequently held senior Portfolio Manager / Investment Manager roles with several funds management and insurance companies before founding CBG in 2001. Ronni has a Bachelor of Commerce from the University of New South Wales and is a Fellow of FINSIA.

Investment Team

Robert Gregory – Portfolio Manager

Portfolio construction and equity analysis

Robert is Portfolio Manager and joined the team in 2007. In 1998, Robert joined the graduate program at Colonial group. Following Colonial, Robert worked as an analyst for Stern Stewart, a US-based financial consulting firm for two years. After this, Robert joined Linwar Securities in 2003, where he worked as a small cap analyst for one year, then moving to Morningstar Equities Research in 2004, where he worked as an Equities Analyst specialising in industrial companies for two and a half years.

In 1997, Robert graduated from the University of Melbourne with an honours degree in Commerce, majoring in Economics and Finance. Robert holds a graduate diploma in applied finance and investment from FINSIA and has completed levels one and two of the Chartered Financial Analyst (CFA) program.

Vincent Cook – Senior Equities Analyst

Equity analysis

Vincent Cook is a Senior Equities Analyst and joined the team in 2005. Vincent is a CFA Charter Holder and has eleven years of experience in Australian equities investment management. He holds Bachelor of Laws and Bachelor of Arts degrees from the University of Auckland.

Michael Newbold – Senior Equities Analyst

Equity analysis

Michael is a Senior Equities Analyst and joined the team in 2015. Michael commenced his career in insolvency/restructuring at KPMG in 2002 where he achieved his Chartered Accountant’s qualification before moving to Ernst & Young’s Valuations and Business Modelling practice in 2006. Utilising his experience gained in the transport and infrastructure sectors, Michael then joined ABN AMRO’s (subsequently RBS/CIMB) rated Transport and Infrastructure Equities Research Team in 2008. Michael was appointed lead analyst for Infrastructure stocks in 2012 and took over responsibility for listed Utility stocks shortly thereafter.

Michael is a CFA Charter Holder and holds Bachelor of Laws and Bachelor of Commerce degrees from the University of Queensland.

Board of Directors

Robert Swil- Non Executive Director

B.Bsc, MBA, FIAA, FAICD

Robert Swil is currently also a Director of the Manager, Hannover Life Re of Australasia and the superannuation trustee to the Russell Investments Super Fund. Previously he has been the Managing Director of life insurers, Australian Casualty & Life and FAI Life, and of superannuation fund FSP Super; Executive Director of FSP Group and its subsidiaries FSP Funds Management and Financial Services Partners, and Chairman of PrefSure Life. He has held other executive roles in the area of actuarial consulting, and general management roles in superannuation and life insurance.

James Beecher – Non Executive Director

B.Com, MBA, FCPA, FAICD

James Beecher has more than 30 years experience in senior finance, accounting and secretarial positions in resources, financial services and services companies. James has been Chief Financial Officer or Finance Director of NRMA Limited, Savage Resources Limited and Austen & Butta Limited. He held senior accounting positions with the Commonwealth Bank including Group Financial Controller and Group Chief Accountant. He is currently a Director of the Manager and a Director of ASX listed NuCoal Resources Ltd and U.S. Masters Holdings Ltd. He has been a Non-Executive Director of Findlay Securities Ltd and MIL Resources Ltd, the Company Secretary of Gloucester Coal Limited and a Compliance Committee Member of FSP Funds Management Ltd and Abacus Funds Management Ltd. He is currently Deputy Chair of the Australian Institute of Company Director’s Reporting Committee.

Ronni Chalmers – Executive Chairman

B.Com, FFINSIA

Ronni Chalmers is the founder and Chief Investment Officer of CBG. Ronni has over 30 years of Australian equities investment management experience. He began his career as a graduate at Bankers Trust Australia and rising to Associate Director during its rapid growth in the 1980s. After a decade at Bankers Trust he left and subsequently held senior Portfolio Manager / Investment Manager roles with several funds management and insurance companies before founding CBG in 2001. Ronni has a Bachelor of Commerce from the University of New South Wales and is a Fellow of FINSIA.