Chief Executive Officer
Garry’s 47-year career encompassed senior financial positions with major companies including WMC Resources Limited (BHP), Lion Nathan (Toohey’s) and United Distillers (Guinness Plc). In addition to his commercial and leadership acumen, Garry’s investment skills and exposure within real-world global businesses is an invaluable contribution to the team. This background enables him to contribute valuable insights when assessing the quality of a company - a core part of Insync’s investment process. Garry’s commercial skills includes financial control (CFO), project management, operational line management, compliance, internal audit, business & strategic planning. These make for ideal skill and experience sets in running the Insync business. Garry has a Bachelor of Economics degree and is an Associate of the Institute of Chartered Accountants in Australia.
Chief Investment Officer
Monik has 31 years of funds management experience across international and Australian equity markets. This includes 15 years of managing top-quartile performing portfolios. What Insync believes is essential for managing global equities, is substantial offshore experience. His was garnered in the primary trading hubs of London and New York, and now Sydney. Notable roles include 7 years as a Senior Portfolio Manager at Investors Mutual Limited in Australia; and 5 years as lead portfolio manager for several pan European funds with BT Funds Management Limited in both New York & London. Monik began his career as a pan European equity analyst for 3 years with the Abu Dhabi Investment Authority also in London.
Monik role in IML’s Senior management team and as Senior Portfolio Manager of its Australian Share Fund included being awarded Money Management’s Fund Manager of the Year - Australian Equities in 2002 & 2003 and Insync being awarded Emerging Manager of the Year in 2020. Monik resigned from IML in 2007 (his wife contracted serious illness), then afterwards went on to create his own investment fund in late 2009 based upon his core beliefs and observations built over a long career - Insync Funds Management. Rather than follow the path of most peers in attracting headline scale, either at unprofitable margins or giving away substantial equity, Monik selected a handful of private investors aligned to his long-term perspective. Whilst this resulted in a slower growth trajectory initially, it has meant retained control, revenues, and time to properly refine and prove the outcome for unitholders.
John’s 32-year career began as assistant PM for BT Funds before joining Citigroup Global Asset Management where, as a small cap specialist, he advanced to portfolio manager of industrial equities and as joint manager of Citi’s balanced fund. John moved onto Credit Suisse researching and analysing industrial equities culminating in the development, marketing and management of their Australian equity small cap fund. In 2003 he was part of the founding team at Orion Asset Management. Contributing to the management of this ASX300 Fund, John was Lead PM of the Small Cap Australian Equities fund, then from 2011, took on the PM role for their global, long-short equities fund focused on Asia. After 10 years John decided to focus on managing his own money and to pursue a long-held interest assisting children in their education. By 2017 he determined to reenter the industry but in an ownership capacity in a boutique business within global equities. Insync welcomed John in early that year. John has a BA Economics majoring in Accountancy and Finance (Macquarie University) and a Diploma from the Securities Institute of Australia.
Senior Investment Analyst
Mark’s 32 years of funds experience was garnered in international equities in New York and Sydney. His PM roles spanned Ellerston Capital, QBE Insurance, Kingdon Capital, and BT Funds Management. Mark’s 13 years as Ellerston’s PM in their Gems Long Short Fund adds a valuable dimension to Insync’s evaluation of companies and markets. Prior to this, Mark managed QBE’s UK equity portfolios, Kingdon Capital’s $3bn+ hedge fund in New York as well as their Latin American and EEM portfolios. Mark’s time at BT also saw him managing their Latin American equity exposure. Mark started his career in 1986 at Prudential Assurance in Sydney as an Australian equities' analyst. Mark holds a Bachelor of Arts in Economics, and magna cum laude, from Duke University. He is a CFA and an Associate of the Securities Institute of Australia.
Investment Analyst (ESG focus)
Insync’s growth, along with the rising dimension of ESG in mainstream funds management, drove the hire of an analyst with a strong natural interest in both equities and ESG/ RI. Kiara graduated from The University of Sydney with a degree in Economics, majoring in Econometrics and Agriculture, Resource and Environmental Economics. Kiara’s role as an investment analyst focuses upon our responsibilities within Environmental, Social and Governance (ESG) along with general analytical support to the broader team. Insync deliberately chose a person from the millennial generation to add a useful dimension to the team’s ESG deliberations.
Distribution Strategy & Marketing
Grant’s 31 years of industry accomplishment spans Australasia and North America, across both the Buy and Sell sides of the industry. His experience encompasses funds management, life insurance, investment banking, broking and the retail advisory sectors. Roles include Senior Vice President for Merrill Lynch Private International, Head of Advice for AMP FP ($36Bn FUA in 2005), National Sales Head for ING (Aust), Head of Investments for ABN AMRO (Aust), Strategy Head for AXA Asia Pacific and various general manager roles running funds management and advice businesses within ING and MLC/Lend Lease. This combination of local and global markets, three investment cycles and technical exposure to several asset classes and product sets has provided Grant with unique insight and understanding of the retail investing marketplace. Whilst his senior roles centered upon distribution, he has substantial experience and skills in compliance, marketing and product/platform design. His industry qualifications include a diploma in financial planning, obtaining his Series 7 and Series 66 (FINRA –USA) and as an ASIC registered Responsible Officer and a Key Person for several AFSLs. Grant has been with Insync since late 2016, and prior to that was a key client of Insync for 5 years when it advised on a $105Mn IMA that Grant was overseeing.
A background across service and sales development roles, including 3 years with an Australian university and most recently 5 years with a large rival fund manager. His industry roles encompassed serving institutional portfolio mandate clients and with direct investors of the fund manager. Chris holds both a Bachelor of Business and Bachelor of Commerce from the University of Newcastle, majoring in Finance, Marketing and Management.
Contact Chris Duggan at firstname.lastname@example.org or mobile +61 (0)412 508 185.
Marketing and Communications
Lyndsey has been a journalist, communications manager, public relations lead, social media strategist and digital content creator for a variety of companies in a broad range of sectors ranging from property to agriculture, financial services to franchising. Lyndsey oversees content, communications with clients and industry, media relations and digital platforms for Insync.