An innovative and ethical path to Funds Management

Why choose us?

IAM Funds works with multiple global suppliers of custody, legal and compliance, finance, and technology. Using our experience, we provide a compelling proposition to fund managers to leverage our financial license structures, distribution, technology, and infrastructure assets.

IAM Fund’s model ensures a new fund can be launched in months to gain critical mass sooner. We provide you with the infrastructure, regulatory compliance, and distribution capability so you can focus on managing a high performance fund.

Our Board and Team

Peter Coad

Chairman

Peter has more than 30 years’ experience in domestic and international banking and is a specialist in financial services and risk management with broad experience in global financial/capital markets, funds management, credit and institutional banking.

Prior to this role, Peter served in senior executive roles at National Australia Bank from 2005 to 2017 where his leadership responsibilities included Managing Director and Head of Global Markets & Asset Servicing, Deputy Group Executive Wholesale Banking, Chief Risk Officer Business Banking and Executive General Manager International Branches and Transformation.

Peter previously worked for Commonwealth Bank of Australia in Sydney and at Chase Manhattan Bank in Asia and the USA where he held global and regional leadership roles in financial/capital markets with responsibility for distribution, trading, research and underwriting of foreign exchange, fixed income, commodities, derivatives, credit and new financial products.

Peter is a non-executive director and chair of MoneyMe Ltd (ASX: MME). and is a member of the A.I.C.D.

Dr Kylie-Anne Richards

Director

Ph.D (Mathematics), Executive Director and Chair of ESG

Kylie-Anne joined UTS in January 2019 after completing her PhD on Limit Order Book Dynamics at the University of NSW. She was awarded the QRSLab Boronia Managed Funds PhD Scholarship in 2011. Kylie-Anne also holds a Master’s degree in Finance from The University of Hong Kong. Her research and teaching interests are in financial markets, sustainable finance, green finance, ESG, high frequency finance, market microstructure, statistics and econometrics.

Kylie-Anne has had extensive industry experience both domestically and overseas. She began her career as a Quantitative Analyst at Investment Technology Group. Kylie-Anne was Head of Financial Engineering for Asia Pacific at Macquarie Group in Hong Kong and subsequently, Head of Indexation and Quantitative Trading Research at CLSA in Sydney. Most recently she held the position of Director, Portfolio Manager at QTR Capital, a proprietary trading business.

Matthew Loughnan

Chief Commercial Officer

Matthew was appointed CCO of IAM on 1 July 2020. He is a seasoned senior executive with extensive experience in Private Banking, Stockbroking, Capital Markets and Corporate Advisory in Australia, Europe and Asia with Barclays Private Bank, Macquarie Group & ETRADE.

Andrew Kidd

Chief Operating Officer

Andrew Kidd joins as Chief Operating Officer for IAM Funds. Over the last two decades Andrew has served in senior capacities covering quality management, change management, client services, compliance, operations, digital transformation and custodial services. His experience extends across insurance, banking and fixed income sectors.

Andrew has guided the operations division of Australia’s largest fixed income broker. He was accountable for client services, anti-money laundering (AML KYC), cash settlements, security settlements, money market operations and custodial services. In a five year period, the size of his custody business tripled to AU$3billion and added many new services. By applying quality, lean and innovation tactics, the headcount of his team remained unchanged and could provide improved levels of service.

Jon Baird

CEO, IAM Funds

Jon Baird is the CEO of IAM Funds and is a member of the Fortlake Asset Management Board. Jon has extensive financial service industry experience covering investment research, product design, operations, and client service.

Prior to joining IAM Funds, Jon was the Head of Client Services and Marketing, Australia and New Zealand, at Western Asset Management, a specialist active Fixed Income Manager with over A$650bn in AUM. At Western Asset Jon was responsible for the oversight of over A$18bn of serviced assets within the region and a member of the Global Product Committee, which was responsible for all new product development activities globally. Jon was also a member of the Global Thought Leadership Committee, contributing to the strategic agenda for Western Asset in all markets and regions.

Jon was previously a member of the UBS Asset Management, Australian Fixed Income team, a Senior Analyst at Zenith Investment Partners, and held roles spanning client service, operations, and investment research at Australian Unity Investments.

Jon holds a Masters of Applied Finance from Macquarie University and a Bachelor of Business and an Advanced Diploma of Financial Services from RMIT.

Stephen Goode

Director

Stephen is a director of the board and is the Chief Executive Officer of our strategic partner, Tactical Global Management (TGM).

He has over 30 years of professional experience in the investment and securities industry, with extensive experience in risk management, currency and derivative overlays, performance measurement, and product development.

Stephen was previously the Manager of Risk Management in the Asset Allocation area at Suncorp Investment Management Limited from 1990 until 1997, and has written numerous technical articles and has published in the Financial Analyst Journal.

Get started or Register your interest today.