Meet the team
Our Investment Strategy Group (ISG) is a team of highly experienced investment strategists and analysts. They’re the driving-force behind our investment recommendations and asset allocation strategies. The ISG undertakes in-house research across a diversified suite of asset classes. The team’s research draws on a wide range of views, including those from our domestic and global research partners and other well-respected external industry research suppliers.
Glen Bertram
ACTING CHIEF INVESTMENT OFFICER
Glen joined in early 2020 and leads the CIO Office. The CIO Office sets the investment strategy, covering all aspects of strategic and tactical asset allocation, portfolio construction and manager selection across major global asset classes.
Glen has a Bachelor of Commerce with First Class Honours and a Bachelor of Laws with First Class Honours, both from the University of Sydney, where he was a University Medallist.
Prior to joining, Glen spent his career working as an investment analyst and portfolio manager with entities associated with major financial institutions Macquarie Bank and UBS.
Aidan Kerr
HEAD OF AUSTRALIAN EQUITIES
Aidan is the Head of Australian Equities, responsible for leading a team of investment analysts and is the portfolio manager of JBWere’s Australian equities model portfolios. Aidan joined JBWere in February 2020 as a Senior Analyst covering the Global Consumer and Technology sectors before being promoted to his current role in May 2022.
He has 17 years professional experience spanning management consulting and corporate finance, with the better part of the past decade spent in global equities. Prior to JBWere, Aidan was an Investment Analyst at Magellan Financial Group covering the Global Healthcare and Consumer sectors and Antipodes Partners, where he was responsible for generating both long and short investment recommendations.
Aidan has a Bachelor of Science with First Class Honours from the University of New South Wales.
Andrew Hudson
HEAD OF INTERNATIONAL EQUITIES
Andrew joined JBWere in 2011 and is responsible for international equity strategy and is portfolio manager of the JBWere International portfolio. He has over 20 year's industry experience.
Prior to joining JBWere, Andrew was an equity Portfolio Manager at a major Melbourne family office, selecting international and domestic equities and managed funds. He also managed a commodity derivative portfolio at AWB, and worked as a macroeconomist at the Commonwealth Treasury, focusing on international economics, forecasting and portfolio construction.
Andrew has a Masters Degree in Economics from Australian National University and a Graduate Diploma in Applied Finance and Investment.
Laurie Conheady
HEAD OF FIXED INCOME
Laurie joined JBWere in 2009 and is responsible for fixed income strategy and portfolio construction. Laurie has more than 23 years of global experience in fundamental and relative value credit research.
Laurie was formerly with Standard & Poors (S&P) and in the years immediately prior to joining JBWere, was with BMO Capital Markets, the investment banking arm of the Bank of Montreal. In his time at BMO Capital Markets, Laurie was ranked Canada’s number 1 corporate debt analyst for pipelines and utilities.
Laurie has a Bachelor of Commerce from the University of Melbourne and a Master of Business Administration from the Melbourne Business School.
Chris Karapalidis
HEAD OF INVESTMENT FUNDS RESEARCH - PUBLIC MARKETS
Chris Karapalidis joined JBWere in 2018 as a Consultant within the Managed Research team. In July 2022 he was appointed into the Head of Investment Funds Research and leads the team responsible for identifying high quality externally managed strategies across all asset classes and the construction of JBWere's multi-asset model portfolios. Previously, Chris spent 7 years with MLC’s ThreeSixty Research team which provided fund research services to JBWere between 2014-18.
Chris commenced his finance career in 2004 with the Australian Prudential Regulation Authority reviewing superannuation funds before moving to Aviva Research in 2007 where he was responsible for investment fund analysis on the Navigator Investment Service which was subsequently taken over by MLC.
Chris has over 18 years of industry experience with a Bachelor of Economics and Finance (Honours) from RMIT and Master of Finance from Kaplan.
Andrew Penman
HEAD OF INVESTMENT FUNDS RESEARCH - PRIVATE MARKETS
Andrew joined JBWere in March 2023 as a Senior Researcher, Alternatives based in Melbourne and is currently the Head of Investment Funds Research specialising in Private Markets. He spent the previous 8 years working in New York and London, majority of the time at HSBC, where he was specifically focused on Alternative Investment funds research. He began his career at Deloitte in the Assurance & Advisory division. Andrew’s qualifications include a Bachelor of Commerce Arts from Deakin University; he is a member of the Institute of Chartered Accountants in Australia and New Zealand, and recently completed Level 1 of the CAIA.