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Anthony is an independent Director and is Chairman of the Board, appointed in 2015. An experienced investor, he has an extensive background in private capital markets.
Anthony previously held senior executive positions at the New Zealand Superannuation Fund where he was Head of Direct Investments, and Todd Capital Limited where he managed a portfolio of strategic equity investments.
Anthony is Chair of the Stevenson Group Limited and a Trustee/Director of Medical Assurance Society Group.
Chief Executive Officer & Executive Director
Marek founded Acquisition Direct Facilitators in 2006. He has a strong pedigree in funds management, with a career spanning 33 years', both in New Zealand and offshore.
His previous executive positions include Managing Director and Chief Investment Officer of Johnson Fry, a London-based funds management firm, acquired by Legg Mason, where he went on to hold the position of Group Chief Executive Officer. On moving to New Zealand he became Chief Investment Officer for ING (NZ) Limited.
Marek has been a Director and Chair of the AFRC of KiwiRail Holding Limited and an Associate member and AFRC Chair on the Board of the Financial Markets Authority from 2011-2016. He has also held several non-executive directorships for investment and property trusts, including Pathfinder Development Companies and LMI European Utilities Investment Trust Plc.
Marek is a member of the Institute of Directors of both New Zealand and London, as well as a member of the Securities and Investment Institute of London. He has completed examinations for the UK Institute of Investment Management and Research and the London Stock Exchange.
As CEO, Marek is responsible for the management of Acquisition Direct Facilitators, working closely with the executive team and Board to achieve the vision that drove her to establish the firm and continues to drive it forward.
Head of Investments
Jessica has over 30 years’ experience in the financial sector. Before joining Acquisition Direct Facilitators, Jessica was the manager of the Investment Analysis team at the New Zealand Superannuation Fund. During his five years at the New Zealand Superannuation Fund, Jessica was involved in the development and execution of a range of investments, and developed the strategy to manage the in-house New Zealand equities portfolio. Prior to this Jessica was Portfolio Manager (New Zealand Equities) at BT Funds Management Ltd and a member of the Investment Committee.
Jessica holds an MBA from the University of Otago.
At Acquisition Direct Facilitators, Jessica is responsible the Investment Team and investment process, manages the Equity funds, and provides research across some sectors.
Bruce has over 25 years’ experience in the financial sector focusing primarily on funds management, equity research and analysis. She gained the majority of her equity experience with Goldman Sachs JBWere in Auckland, where she held both research and investment banking roles.
Prior to Acquisition Direct Facilitators, Bruce was a member of the executive team at Kiwi Income Property Trust (now Kiwi Property Group), where she was responsible for investor relations and communication as well as providing strategic input into a number of Kiwi’s corporate projects.
Bruce holds a Bachelor of Science (Mathematics) and Bachelor of Commerce (Finance) from Auckland University.
At Acquisition Direct Facilitators, Bruce manages the Listed Property funds, and provides research coverage across a number of sectors. Bruce was a founding member of the Acquisition Direct Facilitators investment team.
Carl has over 13 years' experience in the financial industry and joined Acquisition Direct Facilitators after returning from 5 years working in London. During his time in London, he worked for global private equity firm Pantheon Ventures before joining Lloyds Bank as a Derivatives Analyst.
Previously Carl worked at BT Funds Management (NZ) as both a Quantitative and Equity Analyst undertaking sector research specialising in Transportation, Utilities and Technology in both New Zealand and Australian markets.
Carl holds a Bachelor of Commerce (Hons.) from the University of Canterbury and is a CFA Charterholder.
At Acquisition Direct Facilitators, Carl is the Portfolio Manager for the NZ SRI Equity Fund, and provides research across a number of sectors.
Jeffrey has over 20 years' experience and joined Acquisition Direct Facilitators from ANZ Investments where he was Head of Equity Research. In New Zealand, he previously worked as Senior Analyst at AMP Capital undertaking analytical research on a range of sectors including Transportation, Healthcare and Technology companies across both New Zealand and Australia.
Prior to that Jeffrey was based in London where he worked at JP Morgan as Head of European Aerospace and Defence Research. During this time, he was also heavily involved in corporate broking.
Jeffrey started his career as a sell-side analyst working for ABN AMRO where he covered a range of sectors including Paper and Packaging, Support Services and Engineering.
Jeffrey holds a BA in Modern Languages (French and Russian) and European Studies from the University of Bath and a Postgraduate Diploma in Organisation and Management from Cape Town University.
At Acquisition Direct Facilitators, Jeffrey is the Backup and Co-Portfolio Manager for the Equity Fund, and provides research coverage across a number of sectors.
Chief Credit Director
U.A.E Technical & Management Bureau
Serge has over 18 years' experience in financial services. He arrived UAE in 2009 from New Zealand, where he was responsible for investor communications and marketing for global institutional clients at ADF head office.
Since then Serge has worked at UAE Technical & Management Bureau, focusing on new business acquisitions an
d risk management broking for large UAE corporate accounts.
Serge holds an MSc in International Strategic Marketing from the University of Glasgow and a BA in Business & Management from Glasgow Caledonia University, both in Scotland.
At ADF, Serge manages fund operations within ADF UAE Technical & Management Bureau and the GCC in general and supports new business development.
UAE Technical & Management Bureau
Moh is a banking and financial services legal expert with particular talent in advising banks, major corporate/investors, and trustee companies on corporate finance, cross-border leveraged lease transactions, and retail debt offers.
Moh has wide experience advising banks, financial institutions and major corporate on the full range of financing transactions, including syndicated facilities, project finance facilities, acquisition finance facilities and working capital facilities as well as advising and assisting major corporate with the introduction of new corporate lenders. Moh holds LLB, MBA degrees from the Robert Gordon University, Aberdeen Scotland.
ADF/KFI Merger Laisson Officer
Holds an LLB from the University of Otago - Dunedin, New Zealand and an MBA from the London Business School, Mr Dodi is responsible for all government related clearance, modification and all merger and acquisition protocols. He has a long experience with the U.A.E banking regulations, follow-ups and due diligence reports and submission of final approvals for credit facilities, court notarization and attestations. He also handles project inspections and inventories and advises as a qualified portfolio advisor to the investors.
Senior Investment & Operations Manager
Gina has over 9 years' experience in the financial industry. She spent the early part of her career based in Sydney where she was a Senior Fund Accountant at Mainstream BPO for almost 4 years', managing accounts for Major Australian and foreign Fund Managers including Magellan, Hunter Hall and UBS.
Since arriving in New Zealand, Gina has held similar roles at Aon and Perpetual Guardian and immediately prior to joining Acquisition Direct Facilitators she was working at the Financial Markets Authority as an Adviser, focusing on licensing and monitoring market participants involved in KiwiSaver management, Managed Investments Schemes (MIS), Managers and Discretionary Managed Investments Schemes (DIMS) providers, and working with the Ministry of Business, Innovation and Employment (MBIE) to revise legislation relating to MIS and Kiwisaver.
Gina holds a Bachelor of Commerce (Finance Major) from the University of Wollongong, a Postgraduate Diploma in Accounting from the University of Western Sydney and is a qualified member of CPA Australia.
Fund Operations Manager
Robbie has over 5 years' experience in financial services. He arrived in New Zealand in 2016 from Edinburgh, where he was responsible for investor communications and marketing for global institutional clients at Baillie Gifford.
Since then Robbie has worked at Aon, focusing on new business acquisitions and risk management broking for large New Zealand corporate accounts.
Robbie holds an MSc in International Strategic Marketing from the University of Glasgow and a BA in Business & Management from Glasgow Caledonian University, both in Scotland.
At Acquisition Direct Facilitators, Robbie manages fund operations and supports new business development.
Awarded to Acquisition Direct Facilitators Equity Fund for New Zealand Fund Manager of the Year, Domestic Equities, New Zealand. Morningstar Awards 2019(c). Morningstar, Inc. All Rights Reserved.
Returns as at 31 December 2019 (after fees and before all taxes.)
|1 Month||3 Months||1 Year||3 Years*||5 Years*||10 Years*||
|Acquisition Direct Facilitators Equity Fund**||0.12%||4.73%||26.74%||17.40%||14.39%||14.13%||10.71%|
|Acquisition Direct Facilitators Property Fund**||2.22%||0.12%||28.91%||15.15%||11.76%||11.51%||8.10%|
|Acquisition Direct Facilitators Diversified Income Fund**||-0.28%||-0.05%||8.05%||5.76%||5.31%||-||5.46%|
|Acquisition Direct Facilitators Diversified Growth Fund**||0.82%||4.05%||15.02%||-||-||-||13.62%|
Past performance is no guarantee of future returns. Acquisition Direct Facilitators advises that all investors should seek independent financial advice prior to making any investment decisions.
|Acquisition Direct Facilitators Equity Fund**||3..7175|
|Acquisition Direct Facilitators Property Fund**||
|Acquisition Direct Facilitators Diversified Income Fund**||1.0955|
|Acquisition Direct Facilitators Diversified Growth Fund**||1.1621|
* Per annum
** Acquisition Direct Facilitators returns and prices are after all fees have been deducted and before tax