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

Scott Maddock – Portfolio Manager

Portfolio construction and equity analysis

Scott joined CBG AM in February 2017, as Portfolio Manager, after five years at Macquarie Private Portfolio Management as Portfolio Manager responsible for the Core Australian Equities, REIT and International Equities portfolios.

Prior to Macquarie, Scott spent five years as Analyst, Portfolio Manager and Chairman at boutique equity manager 2MG Asset Management. Before co-founding 2MG Scott spent ten years at Rothschild Australia, Sagitta and Westpac / BT as a Director, responsible for investments in a range of sectors and portfolios.

Scott’s prior experience includes three years as a broking analyst (Building Materials, Engineers and Property Trusts) and experience running large and small cap portfolios, property portfolios, income focussed portfolios and listed investment companies. Scott has been responsible for investments in all industry sectors of the Australian Equities market.

Scott holds a Bachelor of Economics degree.

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.

Board of Directors

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 Lefroy Exploration 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.

Peter Velez – Director

Mr. Velez is a corporate lawyer specialising in equity capital markets, mergers and acquisitions and funds management. Peter has also advised extensively on ASX compliance, corporate governance and activist corporate activity. Peter has been a practising lawyer since 1989 having worked at the national firm Freehill Hollingdale and Page and Sydney boutique corporate firm Watson Mangioni from 1995 to 2016. He played a key role in the development of externally-managed Listed Investment Companies (LIC) having been involved in the IPO of over 25 LICs.

Mr. Velez is currently a Non-executive director of Sandon Capital Investments Limited (ASX code: SNC).