At Alexander Funds, our people bring together deep expertise and a disciplined approach to deliver consistent outcomes for our investors. With care, skill, and attention to detail, our team is committed to building long-term value and trust.
Rachel is CEO and a founding partner of Alexander Funds. She is responsible for...
Rachel is Chief Executive Officer and a founding partner of Alexander Funds.
She is responsible for the firm’s overall strategy, governance, and operations, ensuring alignment with its values of accountability, transparency, integrity, and sustainable growth.
With a background spanning retail, investment, and commercial banking, Rachel has deep expertise in debt market origination and distribution, as well as a strong commercial understanding across customer segments.
Her experience includes senior roles with Westpac Institutional Bank in Melbourne and West LB in London, where she specialised in distributing financial market products to central and commercial banks.
Rachel holds a Bachelor of Economics and a Bachelor of Law from Monash University, along with postgraduate qualifications in banking and finance.
Trevor Chudleigh is Chairman of the Board at Alexander Funds, bringing extensive international experience in financial services leadership.
He has a strong record in guiding cross-cultural teams, shaping business strategy, and driving sustainable growth in assets and revenues.
Before joining Alexander Funds, Trevor was Head of Global Business Development and Chief Marketing Officer at Fullerton Fund Management, where he led the firm’s international strategic initiatives.
Earlier, he spent a decade at Vanguard Investments Australia as Head of Asia and Japan.
Trevor holds a Bachelor of Commerce from the University of Western Australia and a Master of Applied Finance from Macquarie University.
Chris co-leads investment strategy and portfolio oversight...
Adam brings more than 15 years of experience in credit markets...
Matthew leads the development and management of Alexander Funds’ internal data solutions...
Chris Black is Co-Founder and Senior Portfolio Manager at Alexander Funds, where he co-leads investment strategy and portfolio oversight across Alexander Funds fixed income capabilities.
With more than 25 years’ experience in global fixed interest markets, he plays a central role in identifying opportunities, managing risk, and delivering disciplined outcomes for investors.
Chris’ career spans trading, structuring, and managing credit products internationally, including senior positions at DBS Bank in Singapore, TD Securities in Toronto, and Challenger Financial Services in Australia.
He holds a postgraduate honours degree in econometrics from Monash University.
Adam brings more than 15 years of experience in credit markets.
He is responsible for portfolio construction, credit analysis, and risk management across a range of fixed income strategies.
Adam has deep expertise in managing assets across bonds, loans, structured credit, and credit derivatives, with a strong focus on delivering disciplined investment outcomes.
Before joining Alexander Funds, Adam was a Senior Portfolio Manager at VFMC, where he managed the directly invested credit portfolio.
He is a CFA charterholder and holds a Bachelor of Business from Swinburne University.
Chris supports portfolio management at Alexander Funds, with responsibility for coverage of corporate and securitised issuers across both public and private markets.
His remit includes undertaking due diligence on new and existing holdings, monitoring asset performance to mitigate potential credit risk, and contributing to relative value assessments.
Chris brings strong analytical skills and transaction experience, having previously worked in corporate advisory at E&P Financial Group, where he advised on and executed M&A, equity, and debt capital markets transactions.
He holds a Bachelor of Commerce (Honours) in Finance from the University of Melbourne and is a CFA Charterholder.
Matthew leads the development and management of Alexander Funds’ internal data solutions, including the firm’s risk and portfolio management system (ARM) and a range of analytical platforms.
He conducts macroeconomic and credit risk analysis to inform investment decisions and brings over 15 years’ financial markets experience supported by strong academic and practical expertise in financial market analytics.
Matthew’s background includes roles at Blue Orbit Asset Management, where he applied systematic quantitative methodologies to identify market inefficiencies, as well as research and investment analysis roles with George Mason University and Equity Trustees.
He holds a PhD in Computational Social Science, a Master of Interdisciplinary Science, and a Bachelor of Economics with Honours, and is a CFA Charterholder.
Ryan contributes to portfolio management at Alexander Funds through cash flow oversight, credit research, and market analysis.
His responsibilities include managing daily cash flows to ensure portfolio compliance and conducting ongoing monitoring and research across assigned holdings and market segments.
He began his career with Deloitte in Audit and Assurance, providing services to multinational corporations.
Ryan holds a Bachelor of Business, majoring in Professional Accounting from RMIT, and has completed CFA Level I.
Michael contributes to Alexander Funds through credit research, portfolio monitoring, and the preparation of materials for the firm’s Investment and Risk Committees.
He also supports internal and external presentations on products and market developments, helping to ensure clarity and informed decision-making across stakeholders.
Prior to joining Alexander Funds, Michael worked in KPMG’s Corporate Finance team, advising corporate clients on structured, project, and general corporate debt facility raisings and refinancings.
He holds a Bachelor of Commerce (Finance and Accounting) from the University of Melbourne and is a Chartered Accountant with CAANZ.
Nick brings specialist expertise in fixed income and credit...
Giles has over 30 years of experience within the financial...
Chris chairs the Investment Committee at Alexander Funds, providing oversight of investment governance to portfolio decision-making.
With more than twenty years’ experience in credit analysis, Chris brings deep expertise in financial markets, ratings, and securitisation.
In addition to his role with Alexander Funds, he serves as Managing Director of Australia Ratings and CEO of the Australian Securitisation Forum, following senior leadership positions including Country Head of Standard & Poor’s for Australia and New Zealand.
Chris holds a Bachelor of Economics from Monash University and an MBA from the University of Melbourne
Gerard contributes to Alexander Funds through his deep expertise in financial market research and strategy.
Since 1987, he has analysed, forecast, and advised on global markets with a focus on the fundamental factors driving investment performance — valuation, currency, monetary policy, and the economic cycle.
Gerard is the founder of Minack Advisors, a global research business serving institutional investors, hedge funds, family offices, and sovereign wealth funds.
He was previously Morgan Stanley’s global cross-asset strategist and global developed market equity strategist.
Nick serves as an independent member of the Alexander Funds Investment Committee, contributing specialist expertise in fixed income and credit markets. He was formerly Head of Australian Fixed Income at Aberdeen Standard Investments, where he managed portfolios of up to $14 billion, and has also held senior leadership roles including Managing Director, Head of Corporate Credit at Gresham Partners.
Stephen is an economist/strategist and has worked for more than 40 years in the finance industry with extensive experience in banking, broking and funds management.
Stephen has been Australian Chief Economist for SBC; Fay Richwhite; Equitilink; UBS; Grange Securities; Lehman Brothers; and Nomura, travelling regularly to Asia, Europe and the US to present to the world’s leading investment management companies.
During this period, Stephen also worked for five years as a portfolio manager specialising in strategic asset allocation overlays for Westpac Investment Management, Sagitta and BT.
Giles has over 30 years of experience within the financial services industry, holding numerous senior roles across product development, distribution, training and leadership.
He has honed his skills across both corporate and not-for-profit sectors, holding various roles for organisations involved in international aid, human rights, climate action, disabilities, education and the arts.
An advocate for ESG and Responsible Investing, Giles holds positions on Advisory Boards for the United Nations for Climate & Health and Sustainable Finance, and in 2023 was awarded an Order of Australia medal (OAM) for his service to social welfare and the community.
Giles has academic qualifications from Oxford University, Melbourne University, Monash University and the Financial Services Institute of Australia.
Chris leads distribution strategy and client engagement...
James is responsible for client relationships and distribution...
Beatriz is responsible for servicing clients across...
Chris leads distribution strategy and client engagement at Alexander Funds, drawing on more than 30 years of financial services experience.
He is responsible for managing relationships with investors, supporting business growth, and ensuring alignment between client needs and the firm’s investment capabilities.
Before joining Alexander Funds, Chris was Head of Retail for Allan Gray Australia, building strong experience in retail distribution and investor engagement.
He holds a degree in Economics and Finance and a Post Graduate Diploma in Financial Planning (Distinction) from RMIT University, and is recognised for his ability to combine technical investment knowledge with a client-focused approach.
M: +61 424 400 477
D: +61 3 9069 3213
E: chris.inifer@alexanderfunds.com.au
James is responsible for client relationships and distribution across key regions for Alexander Funds.
He works closely with advisers and wealth managers to implement investment solutions, including managed funds, separately managed accounts, and exchange-traded products.
James brings strong experience from previous roles with Zenith Investment Partners and BlackRock Investment Management, where he gained broad exposure to multi-asset portfolio solutions for wholesale and retail advisory practices.
He holds a Bachelor of Business, majoring in Finance and Marketing, from the University of Technology Sydney, as well as a Diploma of Financial Planning from the Monarch Institute.
James is valued for his client-focused approach and depth of insight into the Australian wealth market.
M: +61 426 514 388
D: +61 2 9157 9003
E: james.curnow@alexanderfunds.com.au
Beatriz is responsible for servicing adviser, family office, and high net worth clients across Victoria, South Australia, and Tasmania for Alexander Funds.
She works closely with clients to deliver investment solutions tailored to their needs.
Prior to joining Alexander Funds, Beatriz was National Investment Adviser at Millbrook Group, managing a diverse range of portfolios, and earlier worked as Business Development Manager at La Trobe Financial.
She holds a Double Degree in International Politics and Counterterrorism from Murdoch University and is valued for her client-focused approach and ability to build strong, trusted relationships.
M: +61 409 531 685
D: +61 3 9069 5092
E: beatriz.marchueta@alexanderfunds.com.au
Contact us
For further information please reach out to our team
1300 138 401 info@alexanderfunds.com.au