Investment Director Anna Morrison

Joined in 2001

Anna is involved with the management of new and existing Private Equity products, sourcing and evaluating investment opportunities, preparation of investment proposals/reviews, completion of transactions, monitoring and reporting on investments and divestments. She joined the firm as an Analyst in 2001, was promoted to Associate in 2005 and was promoted to Investment Director in 2010. Anna was previously employed as an analyst by the Tasmanian Public Finance Corporation. Then, following a year at National Australia Bank as part of their compliance team, Anna spent a further 12 months overseas travelling and working within the UK finance industry. She is currently undertaking the EVCA Certificate in Institutional Private Equity Investment.

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Executive Director David Dawson

Joined in 2013

David is responsible for Private Equity fund raising as well as the sourcing, structuring and negotiation of new investments. He is also involved in the subsequent asset management and realisation. David has extensive experience as a senior fund manager, private equity investor and corporate adviser gained in leading financial institutions in Australia and the UK. Prior to joining IFM Investors, David was Head of Private Equity at Hastings Funds Management, and before this was Co-Head of Private Equity at ANZ and an Associate Director at Rothschild in London.

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Associate Director
David Perkis

Joined in 2016

David is responsible for identifying, researching and executing Private Equity investment opportunities. David previously worked at Whitehelm Capital, where he focused on investment management and origination across listed and unlisted infrastructure and real assets on behalf of institutional investors. Prior to this, David worked in Investment Banking at Citi and Gresham, where coverage responsibilities included the utilities and transport, telecommunications and media, and financial services sectors.
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Executive Director James Leos

Joined in 2007

James is responsible for the sourcing, due diligence and subsequent selection of private equity managers and direct co-investment opportunities. James has many years experience advising and assisting CEOs and senior executives on a range of issues around strategy and corporate development. As a Partner of a boutique strategy consulting firm, The Collins Hill Group, James led many engagements that assisted to clarify strategy, assess potential acquisitions, improve profitability and implement organisational change. James has worked across a broad range of industries such as Media/Newspapers, Retail, Healthcare and Pharmaceuticals, Food Products, Manufacturing, Funds Management and Insurance, Utilities, and Professional Services. Prior to joining Collins Hill, James was a civil engineer specialising in project and construction management. James is a Member of the AICD.

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Investment Director Srihari Sharma

Joined in 2013

Srihari is responsible for identifying, researching and executing Private Equity investment opportunities. Srihari previously worked as an Associate Director, General Industries, at UBS Investment Banking where he was responsible for working on transactions in the building materials, gaming, engineering, construction and financial technologies industries. Prior to this, Srihari worked as a Paralegal, Competition Law at Clayton Utz, and has held internships at UBS, Allens Arthur Robinson and Macquarie Bank.

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Head of Private Equity Steven Lipchin

Joined in 2012

Steven is responsible for IFM Investors’ Private Equity platform, including the firm’s Australian and international fund-of-funds programs and direct investment initiatives. Steven has invested in private companies since the mid 1980s and has extensive experience supporting mid-market companies with replacement, growth and buyout capital. He co-founded South African private equity manager Horizon Equity Partners, where he established a successful investment track record that spanned 18 years and four fund vehicles. Steven led a number of Horizon’s flagship investments, particularly, in business services, consumer brands, health care and information technology. Prior to joining IFM Investors, Steven spent two years at niche private investment and advisory firm The Wingate Group, where he was Head of Private Equity. Steven started his career at leading private equity firm Berkshire Partners, in Boston.

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Executive Director

Stuart Wardman-Browne

Joined in 2016

Stuart is responsible for Private Equity fund raising as well as the sourcing, structuring and negotiation of new investments. Stuart has extensive experience in Private Equity investment management, with a long investment track record, extensive networks and proven execution capabilities. Prior to joining IFM Investors, Stuart was co-head of Champ Ventures, a leading Australian private equity GP focused on mid-market growth investments. Stuart has held a number of directorships in portfolio companies including SEEK, Gekko Systems, Australian Temporary Fencing, Amdel Laboratories, Healthe Care Private Hospitals and Taura Natural Ingredients. Stuart was previously a Partner at Ernst & Young Corporate Finance.

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