Advisers to Chris Cuffe

Various people have agreed to act as advisers to Chris Cuffe to provide input when requested concerning the investment environment, the strategy of the Fund and/or the investments held. Below are the names and backgrounds of these advisers.

Chris has hand picked these advisers based on his respect for their expertise following his many years of experience in the investment management industry. Other than Frank Macindoe and Ashley Owen, these advisers have no legal responsibility to Third Link, Chris or the Fund. There are no agreements in place with the advisers and they all have agreed to be available to advise Chris on request on a pro bono basis.

Click on link to jump to section Ashley Owen, Executive Director, Third Link Investment Managers Pty Limited Frank Macindoe, Director, Private Wealth Management, JB Were Robert Keavney, former Chief Investment Strategist for Centric Wealth Advisers Kieran Kelly, Managing Director, Sirius Fund Management Doug McTaggart, Chief Executive, Queensland Investment Corporation Mark Nelson, Chief Investment Officer, Caledonia Investments Don Stammer, former Chief Economist and Director of Investment Strategy for Deutsche Bank Fiona Trafford-Walker, Managing Director, Frontier Investment Consulting Stephen van Eyk, Managing Director, Stephen van Eyk Consulting Geoff Wilson, Chairman, Wilson Asset Management (International)

Ashley has been in the finance industry since the early 1980s. During this time he has held senior executive roles in major banking & finance groups, including Citicorp, HSBC and ANZ where he ran business units and divisions in a range of areas such as lending, credit, financial control, marketing, branch networks, and corporate strategy. He also runs a private corporate advisory business specialising in venture capital, private equity, funding and capital raising for a range of businesses. Ashley has been a director of several companies including listed, private, charitable and not-for-profit organisations and is Chairman of the Asset Allocation & Portfolio Construction Committee of Centric Wealth Limited. He holds degrees in economic history, law and finance and is a Fellow of the Financial Services Institute of Australasia and a CFA^® charter-holder. Ashley has written three books on finance and investing and is a regular media commentator and conference speaker on financial topics. It is intended he will become a Responsible Manager of Third Link Investment Managers Pty Limited for the purposes of its Australian Financial Services Licence.

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Frank has been with JB Were since 2002 advising clients on asset allocation and a wide range of asset classes. He is an employee elected Trustee of the Goldman Sachs JB Were staff superannuation fund and chairs its investment committee. Frank was a lawyer for 20 years at Blake Dawson Waldron in Melbourne and Sydney and Allen & Overy in London. He specialised in domestic and international debt and equity raisings, corporate reconstructions and infrastructure finance. He was a partner of Blake Dawson Waldron for 12 years and headed the national Banking & Finance group and the Project & Structured Finance group. Frank has an Honours Degree in Arts and a Bachelor of Laws, both from the University of Melbourne. Frank is a Responsible Manager of Third Link Investment Managers Pty Limited for the purposes of its Australian Financial Services Licence.

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Robert Keavney
former Chief Investment Strategist for Centric Wealth Advisers

In 1984 Robert founded and became CEO of Investor Security Group, a licensed securities dealer which, through a series of mergers and acquisitions, became Centrestone Wealth Advisers. Robert was twice named Australia’s Financial Planner of the Year. In 2001 Money Management described him as one of the Ten Most Influential People in Australian Financial Services. He is now retired but remains actively interested in financial markets.

Kieran is the founder and major shareholder of Sirius Fund Management Limited, a boutique investment manager specialising in the Australian equity market. He has 25 years of experience in investment banking, stockbroking and funds management, including with PNC International, Potts West Trumbull and Prudential-Bache Securities. He has been involved in numerous IPOs, private equity placements and advisory work. Kieran holds a Bachelor of Arts in Accounting from Macquarie University. He is also a Chartered Accountant, a Fellow of the Financial Services Institute of Australasia and has a Graduate Diploma in Financial Planning.

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Doug was appointed Chief Executive of QIC in 1998. He has extensive consulting, academic and public service experience, including a period as Under Treasurer and Under Secretary of Queensland Treasury. He is currently a Councillor on the National Competition Council, a member of the Council of Australian Governments (COAG) Reform Council and a board member of the Committee for Economic Development of Australia (CEDA). He also sits on the Board of Governors of the Queensland Community Foundation. He is a past President of the Economic Society, Australia, has been a member of the Australian Accounting Standards Board and was a Director (and past Chair) of the Investment & Financial Services Association. He holds an Honours Degree in Economics from the Australian National University and a Masters Degree and PhD from the University of Chicago.

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Mark is founder and Chief Investment Officer of Caledonia (Private) Investments Pty Limited and Caledonia Investments Pty Limited and a Director of The Caledonia Foundation. He has over 20 years of experience working in the Australian investment and equity markets. Prior to the establishment of Caledonia Investments in 1992, Mark worked with Prudential-Bache Securities (Australia) Limited as a senior investment analyst and institutional adviser. He is a Trustee of the Art Gallery of New South Wales Foundation and a Director of Art Exhibitions Australia Limited. Mark was educated at the Universities of Melbourne and Cambridge, receiving his Doctorate in 1986.

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Don has had four stages to his career: as an academic; in central banking; as an investment banker; and currently as a company director and investment commentator. From 1981 to 2001 Don was Chief Economist & Director of Investment Strategy for Deutsche Bank and its predecessor Bain & Company. Don has also served as a director of ING Australia and as Chairman of three ING listed property trusts and was Chairman of Tribeca Learning Limited. Currently he is Chairman of Praemium Limited and non-executive director of ING Private Equity Access Limited. Don is a regular writer for the press and now writes on investments for The Australian. He holds a Bachelor and Masters Degree in Arts from the University of New England and a Doctorate from the Australian National University.

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With over 15 years of investment experience, Fiona is now Managing Director of Frontier, an independent specialist Australian asset consulting firm, a position she has held since its inception in 2000. She was previously the Manager, Investment Advisory Services at its predecessor firm and has also worked in the Asset Consulting division of Towers Perrin. She holds a Bachelor of Economics with first class Honours from James Cook University of North Queensland and completed her Master of Finance at RMIT in 1995. Fiona was a foundation Director of the Australian chapter of the Investment Management Consultants’ Association (IMCA) and was a past member of the IMCA Education Committee.

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Stephen van Eyk
Managing Director, Stephen van Eyk Consulting

Stephen was founder and former Managing Director of van Eyk Research, a major provider of financial research in Australia. Prior to establishing van Eyk, Stephen had a 20 year career as an economist for a diverse range of organisations. He has been voted by Money Management magazine as one of the Ten Most Influential People in Australian Financial Services three years running. Stephen holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia.

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Geoff Wilson
Chairman, Wilson Asset Management (International)

Geoff Wilson established Wilson Asset Management in November 1997, following seven years at Prudential-Bache Securities. He has worked in the investment industry for the last 30 years with such companies as Scottish Amicable, Potter Partners and McIntosh Hamson Hoare Govett. Geoff is currently Chairman of WAM Capital Limited, WAM Active Limited, Wilson Investment Fund Limited and the Australian Stockbrokers Foundation Limited. He is a Director of Australian Leaders Limited, Clime Capital Limited, Cadence Capital Limited and various non-profit organisations. Geoff holds a Bachelor of Science from La Trobe University Melbourne and is a Senior Fellow of the Financial Services Institute of Australasia and a Fellow of the Institute of Company Directors.

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