Meet the Workers - Investment Strategy
Making the investment decisions
Captain Morgan
Gareth Morgan is an economist, investment manager, philanthropist, motorcycle adventurer, and public commentator. He is also author of a series of books that scrutinise the spending of public money on various public services, including health, tax and welfare, and sustainability issues like fishing and climate change. Gareth was a member of the Capital Markets Development Taskforce 2008 – 2009 and the Tax Working Group in 2009.
As well as his governance role, Gareth is an active member of the Investment Strategy Team at GMI, focussed on questioning and testing strategy ideas, and scrutinising changes proposed to the portfolios and investment strategy. As a significant investor at GMI himself, he maintains a very close relationship with the Investment Strategy Team and process.
Solid, dependable Andrew
As founding partner, director and guide, Andrew ensures neither the swings of investment cycles nor the slings and arrows of outrageous fortune distract the team from the disciplines of enduring portfolio management.
Andrew has worked as a professional economist for the past thirty years, firstly for the National Farmers' Union of England and Wales in London, and for Business and Economic Research Limited, Wellington. In 1983 Andrew joined Gareth Morgan in founding Infometrics Limited, an economic forecasting and consulting business.
Andrew is a director of Infometrics Limited as well as being a director of GMI and Gareth Morgan KiwiSaver Limited. In 2006 Andrew took full-time responsibility for setting up the Gareth Morgan KiwiSaver Scheme and supporting business arrangements, and remains involved in the day-to-day development of Gareth Morgan KiwiSaver Limited. Andrew takes a direct interest in the evolution of the KiwiSaver regime from both a business perspective as well as an economic policy perspective.
Susan - Swimming against the tide
Whether she’s crossing the Cook Strait or swimming through a deluge of company research, Susan needs to keep an eye out for the sharks. But with her investment analyst experience, she can spot a freestyler a mile away.
Susan Easton takes overall responsibility for the functioning of IST with a particular focus on the equities and fixed interest portfolios. Susan has two decades of experience in asset markets and has a BA and Post Graduate Diploma in accounting from Victoria University Wellington. Susan’s initial work in financial services began as a sell-side analyst covering NZ equities for an Australasian broker. She later joined ANZ Asset Management where she had a number of roles including responsibility for managing the NZ equity and property portfolios. Susan joined Gareth Morgan Investments in 2006.
John - Investment Cyclist
John has recently made the move to the GMI Investment Strategy Team from Infometrics where he delivered a full range of economic forecasting, policy and consulting services for clients. Prior to joining Infometrics John spent 12 years working at Treasury managing economic policy and tax forecasting teams. John graduated from Victoria University in 1988 with a BCA (Hons) in economics.
Brian - Quantatitive Analyst / Kite surfer
Brian Walters is the latest addition to the GMI strategy team. He brings his quantitative analysis skills to the team, focussing particularly on portfolio optimisation and risk management. Before joining GMI, Brian worked as a proprietary trader for TransMarket Group L.L.C. in Chicago. Brian was a Fulbright Scholar, has a Bachelor of Applied Science, Computational Modelling (Honours) from Otago University, and a Master of Science, Financial Mathematics from Florida State University.
Greg - Keeping his powder dry
Greg’s arrival at GMI coincided with markets experiencing plenty of white water and Category 5 rapids. Greg’s advice is to hang on tight – there will be calmer waters ahead!
A Wellington native, Greg has had 10 years in the financial markets. This was mostly garnered in an Operations function in the United States where he picked up plenty of experience (as well as a true-blue Yankee accent!) Greg did some time on the Operations team, and he's now bringing his fixed interest experience to the Strategy team.
Greg manages the fixed interest portfolio at GMI, and is responsible for researching short-term securities, term deposits and government and corporate bonds, and the day to day running of the bond portfolio. Greg has a double major in Business Administration and Finance from Sacred Heart University, Connecticut, 2003.
Nathan - ahead of the eight ball
As a senior analyst with GMI, Nathan has a keen eye for hotshot companies to pocket in the portfolio. It is a difficult job when so many companies are pool sharks using trick shots to lure investors in. Nathan is never behind the eight ball though, and has not suffered a downtrou from any of his investment ideas. Nathan also enjoys travel, music, playing the guitar, horse racing and playing pool.
Nathan is responsible for identifying, analysing and monitoring suitable investments in global equity markets. Nathan has twelve 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. After taking time off to travel and complete a post-graduate certificate in Development Studies, Nathan joined Gareth Morgan Investments in 2010.
Nathan has a BA (Honours) degree in Economics from Massey University.
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