Our Investment Strategy Group (ISG) is a team of highly experienced investment strategists and analysts. They’re the driving-force behind our investment recommendations and asset allocation strategies. The ISG undertakes in-house research across a diversified suite of asset classes. The team’s research draws on a wide range of views, including those from our domestic and global research partners and other well-respected external industry research suppliers.
CHIEF INVESTMENT OFFICER
Sally is the Chief Investment Officer at JBWere and leads the Investment Strategy Group, a team of investment specialists. She is responsible for views on the economic and policy outlook and works closely with JBWere's Asset Allocation team on setting the firm's Strategic Asset Allocation.
Sally joined JBWere in September 2020 from JP Morgan where she was Managing Director, Chief Economist and Head of Economic and Markets Research, Australia and New Zealand. Prior to this, Sally worked at ANZ and Credit Suisse and has over 20 years experience in financial markets.
She is Deputy Chair of the Council of The Women’s College, Chair of the SCEGGS Darlinghurst Ltd. Board and a member of the Finance and Investments Committee for the Children’s Medical Research Institute and a member of the RBA Shadow Board.
Sally has a Bachelor of Economics with First Class Honours and the University Medal in Economics from the University of Sydney. She also holds a Masters of Economics degree and a Doctorate of Philosophy in Economics at Oxford University.
HEAD OF ASSET ALLOCATION
Glen joined JBWere in February 2020. He is responsible for asset allocation, is a senior member of the investment team and a key contributor to its macroeconomic and market insights and thought leadership. He has 20 years' experience in fundamental and systematic investment strategies within and across major asset classes.
Glen has held a variety of founder and portfolio manager roles within the investment management industry. He co-founded a residential real estate securitisation and data indexing company in joint venture with Macquarie Bank. He was a portfolio manager with Swiss bank UBS, running fundamental discretionary portfolios across equity and equity-derivatives markets, and then with private investment management firms principally in the Australian market.
Glen has a Bachelor of Commerce with First Class Honours and a Bachelor of Laws with First Class Honours, both from the University of Sydney, where he was a University Medalist.
HEAD OF AUSTRALIAN EQUITIES
Aidan is the Head of Australian Equities, responsible for leading a team of investment analysts and is the portfolio manager of JBWere’s Australian equities model portfolios. Aidan joined JBWere in February 2020 as a Senior Analyst covering the Global Consumer and Technology sectors before being promoted to his current role in May 2022.
He has 17 years professional experience spanning management consulting and corporate finance, with the better part of the past decade spent in global equities. Prior to JBWere, Aidan was an Investment Analyst at Magellan Financial Group covering the Global Healthcare and Consumer sectors and Antipodes Partners, where he was responsible for generating both long and short investment recommendations.
Aidan has a Bachelor of Science with First Class Honours from the University of New South Wales.
HEAD OF INTERNATIONAL EQUITIES
Andrew joined JBWere in 2011 and is responsible for international equity strategy and is portfolio manager of the JBWere International portfolio. He has over 20 year's industry experience.
Prior to joining JBWere, Andrew was an equity Portfolio Manager at a major Melbourne family office, selecting international and domestic equities and managed funds. He also managed a commodity derivative portfolio at AWB, and worked as a macroeconomist at the Commonwealth Treasury, focusing on international economics, forecasting and portfolio construction.
Andrew has a Masters Degree in Economics from Australian National University and a Graduate Diploma in Applied Finance and Investment.
HEAD OF FIXED INCOME
Laurie joined JBWere in 2009 and is responsible for fixed income strategy and portfolio construction. Laurie has more than 23 years of global experience in fundamental and relative value credit research.
Laurie was formerly with Standard & Poors (S&P) and in the years immediately prior to joining JBWere, was with BMO Capital Markets, the investment banking arm of the Bank of Montreal. In his time at BMO Capital Markets, Laurie was ranked Canada’s number 1 corporate debt analyst for pipelines and utilities.
Laurie has a Bachelor of Commerce from the University of Melbourne and a Master of Business Administration from the Melbourne Business School.
HEAD OF INVESTMENT FUNDS RESEARCH
Chris Karapalidis joined JBWere in 2018 as a Consultant within the Managed Research team. In July 2022 he was appointed into the Head of Investment Funds Research and leads the team responsible for identifying high quality externally managed strategies across all asset classes and the construction of JBWere's multi-asset model portfolios. Previously, Chris spent 7 years with MLC’s ThreeSixty Research team which provided fund research services to JBWere between 2014-18.
Chris commenced his finance career in 2004 with the Australian Prudential Regulation Authority reviewing superannuation funds before moving to Aviva Research in 2007 where he was responsible for investment fund analysis on the Navigator Investment Service which was subsequently taken over by MLC.
Chris has over 18 years of industry experience with a Bachelor of Economics and Finance (Honours) from RMIT and Master of Finance from Kaplan.
HEAD OF ALTERNATIVE INVESTMENTS & RESPONSIBLE INVESTING
Gillian joined JBWere in May 2019 and is Head of Alternative Investments and Responsible Investing (RI), in addition to being an Executive Director of the firm. Gillian’s role involves determining JBWere’s Alternatives strategy and expanding Alternative investment client opportunities across Private Equity, Private Debt, Real Assets including Infrastructure & Property, and Uncorrelated Strategies. Gillian also leads JBWere’s approach to RI, launching JBWere’s first RI policy in July 2021. Prior to joining JBWere, Gillian held senior multi-asset global investment and structuring roles offshore for global banks, working in Europe, North America, Asia, Middle East and Africa.
Gillian has over 15 years of industry experience with a Bachelor of Commerce and Bachelor of Business (Management) from the University of Queensland.