GAM - Shed Enterprises

For more than 30 years, GAM has been providing active investment solutions across a broad range of capabilities.

Collectively they manage USD114.7 billion in assets for institutions, financial advisers and private investors. Their investment professionals, who on average have more than 18 years of industry experience, manage USD67.3 billion in client assets. In addition to investment management, they also offer private labelling solutions, such as management company and other support services, to third parties – a business that has grown to USD47.4 billion in assets over the past two decades. With over 1,000 people in 11 countries, they are a truly global firm in scale and resources.

http://www.gam.com

Anthony Cope

+61 29247 8533
acope@shed-ent.com.au

Anthony Cope joined Shed Enterprises in May 2022 from CMC Markets where he was a Senior Relationship Manager for high-net-worth clients on the high net worth Stockbroking Desk. Anthony attended the University of Missouri – St Louis, where he completed a BSc double major in Business Management and International Business.

While in the United States, he completed the FINRA Series 65 exam, and during his time at CMC Markets he became RG146 compliant and completed both Authorised Derivatives Advisor 1 and 2.

Sebastian Mays

+61 2 9247 8533
smays@shed-ent.com.au

Sebastian Mays joined Shed Enterprises in 2014 and works as an Analyst and a Retail Business Development Manager.

Previously Sebastian worked for evolution media group; a media led finance education TV production company, where he was responsible for client relationship management and CRM maintenance, data reporting and analysis, sales and sales reporting and digital marketing and distribution.

He earned a Bachelor of Arts from Monash University where he was actively involved in the Monash Marketing Student Society as a committee member for networking coordination. He is currently undertaking his Graduate Diploma in Applied Finance at Macquarie University.

Sean Scallan

+61 2 9247 8533 +61 422 843 155
sscallan@shed-ent.com.au

Sean Scallan joined Shed Enterprises in January 2020 and is responsible for wholesale distribution of Shed-aligned managers. Sean brings with him 15+ years’ experience covering distribution for private equity, financial consulting, financial advice and private wealth. Prior to Shed, he led the sales function at a global media, publishing and events organisation, which focused on investor education. Working with best-in-class global and Australian fund managers and the full spectrum of institutional investors, consultants, wholesale investors and researchers, industry associations, politicians, and academics.

Sean holds a Bachelor of Banking, Finance & Risk Management (Griffith University, Australia) and a Bachelor of Arts in Human Resource Management, Psychology & Sociology (NMMU, South Africa)

Philip McLean

+61 448 889 521
pmclean@shed-ent.com.au

Philip McLean joined the team at Shed Enterprises in 2021 as a Business Development Manager and Investment Specialist, focusing on sales, strategic planning and distribution of investment opportunities to target investor markets with a focus on wholesale and institutional capital pools

Philip brings over 20 years’ experience to this role having worked across financial markets; covering stockbroking, investment banking, investment and funds management, portfolio management, relationship management and sales.

Philip holds a Batchelor of Business ( Economics and Human Resource Management), A Graduate Diploma of Applied Finance ( FINSIA) and is accredited by the ASX in ASX Derivatives. Philip is RG146 qualified in Securities, Derivatives, Managed Investments and Superannuation.

Trish Nicklin

+61 2 9247 8533 +61 413 992 909
tnicklin@shed-ent.com.au

Trish Nicklin joined the team in February 2020 as a Marketing and Operations Manager. With 25+ years experience as an Operations, Customer and Marketing Executive for global investment banks, custodians and financial market operators, Trish will be focusing on our operations and customer service delivery along with marketing and public relations for our clients. Trish holds an Assoc Dipl Accounting, Dipl Business, Dip Superannuation, Post Grad Cert Business Leadership (CSU), and a Post MBA Grad Certificate in Transformational Leadership (ANU).

Rugby Kliousis

+61 448 584 664
rkliousis@shed-ent.com.au

Rugby Kliousis joined Shed Enterprises in 2021 as a Business Development Associate working alongside senior sales managers in service delivery of sales data and investor information to customers including research, marketing and data analytics.

Previously Rugby worked for CMC markets ( Stockbroking) as a client executive, where he was responsible for account management, customer planning and education, analytics, reporting, marketing and sales for high net worth clients.

Rugby holds a Bachelor of Business ( International Business) and a Bachelor of Commerce ( Finance) from the University of Newcastle. Rugby is RG146 qualified in Securities, Derivatives and FX.

Janene Knight

+61 412 470 872
jknight@williamf21.sg-host.com

After several freelance assignments for shed enterprises, Janene Knight joined the company full time in January 2010, taking up the position of General Manager.

Previously, Janene had worked on a freelance basis within the Australian feature film industry for a period of ten years, followed by the transition to the production of TV commercials. She held positions as Production Manager, then as a Producer of commercials for many independent production houses and feature film producers. Other positions followed, including Executive Producer for Zealot Productions, which is a boutique creative marketing and post production house. At Oasis Films, a TV Commercials production business, she was involved in all aspects of running the business. She also worked as a Producer for Channel 7’s Marketing and Promotions department leading up to the Sydney 2000 Olympics.

Janene holds a Bachelor of Arts (Communications) from the University of Technology, Sydney and a Master of Business Administration from Macquarie Graduate School of Management.

Sheridan Lee

EXECUTIVE CHAIR & MANAGING DIRECTOR

+61 2 9247 8533 +61 411 101 492
slee@shed-ent.com.au

Sheridan Lee set up Shed Enterprises in 1996 and has over 23 years experience in PR and marketing within financial services in Australia. She began her career as a reporter for film industry magazine Encore, before assisting publisher Greg Bright in launching a new financial title, Super Review, where she later became Editor. From there Sheridan moved to Fairfax Magazines where she spent a year as deputy editor of Personal Investor and contributor to BRW.

In 1990 Sheridan moved into marketing, working with global financial services groups including Swiss Bank (now UBS) and Alliance Capital. Her role entailed business development, client servicing, branding and product development for the institutional marketplace.

Initially devoted to marketing global investment management firms in Australia, Sheridan has worked for a number of leading financial services houses in various capacities including business development and media strategy.

Sheridan holds a Bachelor of Economics from the University of Sydney.

William Morgan

+61 2 9247 8533
+61 488 294 962
wmorgan@shed-ent.com.au

William Morgan joined Shed Enterprises in 2014 and is a Product Specialist across the spectrum of asset classes in which Shed operates. William has brought with him a diversity of experience which he has gathered in roles across both finance and technology.

Previously, William worked for Credit Suisse as an Equity Derivatives trader for over seven years operating in the Asian and Australian markets. During this time William participated in major technology projects covering systems for product distribution, risk management and automated trading strategies.

Prior to this, William worked in technology focused roles as a software developer, analyst and solution architect in banking and finance, as well as the health and property sectors.

William holds the degree of Bachelor of Commerce from the University of Queensland.

Cameron Farrar

cfarrar@williamf21.sg-host.com

Cameron Farrar joined shed enterprises in 2018 as a Senior Investment Specialist. With a career spanning over 20 years in the financial services and superannuation industries, Cameron’s experience covers a number of business areas including: Sales and Marketing; Product Development and Project Management; and Capital Markets.

Cameron has held senior positions in global firms including eight years with Macquarie Bank where he was the National Sales Manager and prior to that Australian Unity Investments where he was responsible for the distribution of fixed interest, domestic and international equity, and property funds into primary markets.

William Morgan joined shed enterprises in 2014 and is a Product Specialist across all of the managers that Shed works with. William has brought with him a diversity of experience which he has gathered in roles across both finance and technology.

Previously, William worked for Credit Suisse as an Equity Derivatives trader for over seven years, with a focus on Asian and Australian markets. William was responsible for portfolios that incorporated vanilla, exotic and cross market equity derivatives across all Asian markets. In addition William led and participated in major technology initiatives driving the bank’s approach to risk management, product distribution and automated trading systems.

Prior to this, William worked in technology focused roles as a software developer, analyst and solution architect in banking and finance, as well as the health and property sectors.

William holds the degree of Bachelor of Commerce from the University of Queensland and is currently studying a Masters of Data Science and Innovation at UTS.