Investment Strategy Team
The Investment Strategy Team directly manages all funds for Gareth Morgan Investments and Gareth Morgan KiwiSaver Ltd, and is overseen by the Investment Governance Committee, chaired by Gareth Morgan.
The investment strategy team is:
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Simon O'Grady, Chief Investment Officer
As the Chief Investment Officer, Simon has overall responsibility for the Investment Strategy Team. Simon has a solid track record in wealth management, with over 12 years working for Suncorp in Australia, most recently heading Global Premia Investments. He has extensive experience at a senior level across all asset classes, both locally and globally. This includes consulting and product development, with a broad range of institutional clients and wide experience in working with boards, investment committees and trustees.
Simon has a Dip. Bank Finance from Massey University, and is a CFA charter holder, FINSIA fellow and member of the Institute of Directors.
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Susan Easton, Head of Investment Strategy
Susan leads investment strategy, the construction of both the equity and fixed interest portfolios, and decision-making relating to both asset allocation and currency selection. Susan has over 20 years' experience in asset markets and portfolio management and has a Bachelor of Arts and Post Graduate Diploma in Accounting from Victoria University of Wellington. Susan has been a member of the GMI investment strategy team since March 2006.
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John Carran, Senior Economist
John is responsible for analysing economies and trends in global markets to guide GMI's decisions on asset allocations, investment themes, and market risks. Previously he worked for economic consultancy Infometrics and was a manager in macroeconomic and asset and liability management areas in the New Zealand Treasury. John has a Bachelor of Commerce and Administration (Honours) in Economics from Victoria University of Wellington.
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Nathan Field, Portfolio Manager Equities
Nathan is responsible for identifying, analysing and monitoring suitable investments in global equity markets. Nathan has 14 years' experience in the investment industry, including positions as a senior analyst at ABN Amro in Sydney and as an Asian markets adviser for Macquarie Securities in London. Nathan has a Bachelor of Arts (Honours) in Economics from Massey University.
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Diana Gordon, Portfolio Manager Fixed Interest
Diana comes from a global fixed interest background and drives the investment strategy for our fixed interest portfolios. After completing a PhD in chemistry at Cambridge University, Diana has spent over 20 years managing global fixed interest portfolios for investment managers including Saudi International and Goldman Sachs Asset Management.
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Greg Hayton, Fixed Interest Analyst
Greg manages the fixed interest portfolio at GMI, and is responsible for researching short-term securities and the day to day running of the bond portfolio. Greg has 12 years' experience working in a variety of roles within the investment industry. Greg has a degree in Business Administration and Finance from Sacred Heart University, Connecticut.
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