A Proven Team with Over 150 Years of Credit Experience

Founder and Portfolio Manager at Manning Asset Management, with over 17 years of investment management experience.

As portfolio manager, Josh oversees and manages our fund’s strategic asset allocation and portfolio construction. Josh also leads Manning Asset Management, where he is responsible for crafting and executing the firm’s investment strategies to ensure the firm’s sustained growth and success.

Josh was previously with JANA Investment Advisors, one of Australia’s largest Asset Consultants and advisor to many of Australia’s largest institutional investors. Josh worked with a range of both industry and retail superannuation funds and various institutional clients who outsourced their investment management to JANA.

Before joining JANA Investment Advisors, Josh worked at Macquarie Bank, leading a team of professionals responsible for originating equity and structured products. Josh has extensive experience in originating and managing complex investment products on behalf of clients, many of which have an underlying lending component.

Josh is active in the Australian fixed-income industry as a member of the Australian Securitisation Forum – Investor Subcommittee. Josh holds an MBA from Macquarie Graduate School of Management, a Bachelor of Business (Finance & Law) from Macquarie University, and is a qualified Accredited Derivatives Advisor.

Andrew brings over 30 years’ experience in debt products, initially as a lawyer with Blake Dawson Waldron (now Ashurst) and more recently as a banker with NatWest Markets and The Royal Bank of Scotland (RBS).

As Chair of the Investment Committee and Executive Director, Andrew leads the committee, oversees investment policies and strategies, and ensures compliance with investment guidelines.

Prior to joining Manning Asset Management, Andrew dedicated 20 years to NatWest Markets and RBS, including four years as CEO for Australia and New Zealand. Throughout his career, he has held various senior roles in debt products, such as Head of Debt Capital Markets, in Australia, and Head of Structured Finance, in Asia Pacific. He managed a $20 billion portfolio of structured credit facilities, secured with loans originated by both banks and non-bank finance companies.

Andrew holds a Law degree and a Commerce degree from The University of Queensland.

Adrian brings over 30 years of experience in banking and structured finance.

As Chief Investment Officer, Investment Committee member, and Executive Director, Adrian supports Josh in the asset allocation and strategic direction of our investment portfolios.

Before joining Manning Asset Management, Adrian spent 15 years at Macquarie Group, where he most recently served as Senior Advisor to the Corporate Asset Finance Group. Prior to this, he was Executive Director of Group Treasury, overseeing global limited recourse funding for the Group’s consumer and SME assets and managing Macquarie’s banking relationships. Earlier in his career, Adrian was Head of Debt Finance, responsible for Macquarie’s Debt Markets origination and the structuring of client-based solutions. He brings extensive experience in a wide range of debt products, particularly in structuring SME and consumer loan assets into investment products for wholesale investors.

Adrian holds a Bachelor of Commerce (Economics) Honours degree from UNSW and a Company Director Course award from the Australian Institute of Company Directors.

Paul brings over 30 years of experience in banking and credit risk management.

Paul is a veteran in credit, his extensive background includes senior risk management roles in Treasury, Structured Finance, Margin Lending, Debtor Finance, Consumer Lending, and Business Banking.

As an Investment Committee member, Paul is integral in supporting the asset allocation, credit selection and strategic direction of our investment portfolios.

Paul began his career at Westpac, where he worked across multiple areas and was a senior member of the Credit Risk Review Team, assessing various business units within the Westpac group. Most recently, he served as Senior Manager, Specialised Credit Risk at Bendigo and Adelaide Bank, holding the group’s highest Delegated Lending Authority. Paul was also a member of the Credit Risk Management and Policy committees at Bendigo and Adelaide Bank.

Paul holds a Bachelor of Economics with a Finance major from Macquarie University.

Juliet has over 15 years of experience in investment management and financial markets, spanning multiple markets and asset classes, with a specific focus on fixed interest and structured credit.

As Head of Investor Relations Juliet is responsible for shaping our business strategy and driving growth across all aspects of our business. She plays a crucial role in supporting Josh, and acts as a key decision-maker, bridging the gap between our firm and the market. Her efforts ensure that our strategic initiatives are perfectly aligned with market opportunities and investor needs.

Prior to joining Manning Asset Management, Juliet held technical and distribution roles at Barclays Capital in New York, American hedge fund aggregation platform CAIS Group, and most recently at Coolabah Capital (Smarter Money Investments), an Australian fixed income specialist managing over $10 billion across retail and institutional products.

Juliet holds a Bachelor of Business from UTS with an International Business major from the University of Miami, USA.

James has over 17 years of experience in investment management and financial markets.

As Head of Key Accounts James is responsible for driving strategic relationships and fostering long-term partnerships, working along with Juliet in delivering tailored investment solutions that align with the unique goals of each advice practice.

Prior to joining Manning Asset Management, James held account management and distribution roles at Leveraged Equities (Bendigo and Adelaide Bank), Macquarie Bank, Commonwealth Bank, GE Money and most recently at Zurich Investments, distributing global and local fund manager capabilities to Australian dealer groups, IFA and boutique advice practises.

James holds a Bachelor of Business with a Finance major from Australian Catholic University. Diploma of Financial Planning (DFP) and an ASX Accredited Derivatives Advisor, Level 1.

George has over 30 years of experience in finance and investment management.

Before joining Manning Asset Management, George worked for Macquarie Group for over 24 years. George started his career in the Research and Development arm of the Macquarie Funds Group, before moving to the Macquarie Securities Group as a quantitative analyst. In this role, George built and managed a highly rated Global Quantitative Equity Research group. George then moved back into the Funds Group, as Head of Research for Quant Hedge Funds, where he was responsible for maintaining and innovating the systematic inputs into the Asian, European and Americas Market Neutral Equity Hedge Funds.

George holds a Bachelor of Science Degree with Honours from the University of Western Australia.

Tom has over 8 years of expertise in investment management operations.

Tom oversees all aspects of the firm’s operations, including unit pricing, fund performance reporting, compliance, risk management, and cybersecurity. He leads system enhancements and automation processes, continuously improving our technology and operational infrastructure. Tom ensures Manning Asset Management remains at the forefront of operational efficiency and innovation.

Tom holds a Master’s Degree in Corporate Finance from one of France’s top business schools, and has completed a postgraduate course in Applied Finance at Macquarie University.

Sam brings over 7 years of expertise in structured finance, financial markets, origination, and transaction execution.

As a Senior Investment Analyst, Sam is responsible for implementing the firm’s investment strategies, conducting in-depth market and transaction analysis, and ensuring optimal asset allocation. His expertise and insights are pivotal in driving the firm’s investment decisions and significantly contributing to its success.

Before joining Manning Asset Management, Sam worked at National Australia Bank within the Securitisation Originations team, focusing on the structuring and execution of securitisation warehouses and arranging RMBS and ABS bond issuances for non-bank finance companies. Prior to NAB, Sam spent 4 years at HSBC in Sydney and London, working with financial institution clients on lending and securitised transactions.

Sam holds a Bachelor of Commerce and Science from Macquarie University