Chris Black, Senior Portfolio Manager

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 Scully, Senior Portfolio Manager

Chris O'Bryan, Associate Portfolio Manager

Chris is an Associate Portfolio Manager at Alexander Funds, supporting portfolio management across public and private credit markets.

Chris has a strong focus on credit research, due diligence, and portfolio monitoring, with responsibility for coverage of corporate and securitised issuers. He contributes to relative value assessments, investment decisions, and ongoing risk management across portfolio holdings.

Prior to Alexander Funds, Chris worked in corporate advisory at E&P Financial Group, where he advised on and executed M&A, equity capital markets, and debt capital markets transactions. 

Chris holds a Bachelor of Commerce (Honours) in Finance from the University of Melbourne and is a CFA Charterholder.

Matthew Oldham, Head of Data Analytics

Matthew leads the development and management of Alexander Funds’ internal data solutions, including the firm’s risk and portfolio management system 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 Holland, Analyst

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 Beech, Analyst

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.

Arjun Bedi, Junior Analyst

 Arjun provides analytical and research support to the investment team at Alexander Funds, contributing to portfolio monitoring and the development of investment insights.

His responsibilities include assisting with financial modelling, compiling market research, and supporting the preparation of investment materials. He also supports risk and reporting activities, drawing on prior experience in market risk analysis, credit model validation, and data extraction.

Most recently, Arjun worked in the Institutional & Group Risk division of ANZ, covering Credit & Debt Capital Markets.

He holds a Bachelor of Commerce (Finance and Economics) from Monash University. 

Chris Dalton, Chair - Investment Committee

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 Minack, Investment Committee Member

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 Bishop, Investment Committee Member

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.

Jennifer Wu, Internal Ratings Committee Member

Jennifer is a member of the Internal Ratings Committee at Alexander Funds, providing independent oversight and strategic input into portfolio construction, credit selection, and investment decision-making.

Drawing on extensive experience across global financial markets, investment management, credit analysis, and governance, she contributes to the Committee’s disciplined approach to risk assessment and investment oversight.

Jennifer has built a distinguished career in global credit markets, holding senior leadership roles across structured finance, ratings, research, and credit analysis. Her expertise spans complex investment environments, where she has worked closely with investment and risk teams to support robust decision-making and governance outcomes.

Stephen Roberts, Chief Economist

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 Gunesekera, Independent Chair - ESG Committee

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 Inifer, Head of Distribution & Marketing

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 Curnow, Regional Manager NSW, ACT & QLD

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 Marchueta, Regional Manager VIC, SA & TAS

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

Oliver Carr, Business Development Associate

Oliver is responsible for supporting the distribution and marketing activities at Alexander Funds. In this role he helps drive company growth through working closely with the business development and marketing teams focusing on prospecting, conducting market research, promoting products and services as well as maintaining client relationships.

Prior to Alexander Funds, Oliver spent his career in Institutional Equity Sales and Private Client Advisory. Oliver has held roles with RBC Capital Markets, PAC Partners, and Bell Potter Securities across retail/wholesale wealth management and institutional equity sales.

Oliver holds a Bachelor of Economics, majoring in Commercial Law and Agricultural Economics, from the University of Sydney, as well as his RG146 - Securities and Managed Investments accreditation from the University of Western Sydney.

M: +61 405 589 869

D: +61 2 9157 9034

E: oliver.carr@alexanderfunds.com.au