B.Bus, Dip SIA, Dip BA, ISFA
Executive Chairman, Chief Investment Officer
Simon is a co-founder and Director of First Guardian Capital, and is the Chief Investment Officer. Simon has over 30 years investment experience. He has specialised skills in equities research, ethical and socially responsible investment, and macroeconomic analysis.
Simon has developed the First Guardian Capital’s Multi-Strategy Investment Matrix model which we apply across all our investment strategies. Simon’s extensive experience as a portfolio manager was gained initially at Trust Company and Colonial Mutual. While at Colonial, Simon managed global equities portfolios for institutional clients. Simon was also an Investment Manager at one of Asia’s largest hedge funds, based in Tokyo, managing portfolios of over $7 billion across the Asia Pacific region.
B.Com (Melb), Dip SIA, M.App.Fin
CEO, Managing Director
David is a co-founder of First Guardian Capital. He brings over 15 years of Investment Management and commercial experience to the firm. He is jointly responsible for the management of First Guardian’s investment portfolios, and is responsible for implementing the Firm’s business strategy across Australia and Asia. As a fluent speaker of Mandarin Chinese and Indonesian, David has established strong business links across the Asian region, covering corporate advisory, capital raising and managing equity and direct asset portfolios for global investors.
Prior to establishing First Guardian Group, David gained extensive experience within top tier global investment managers. David managed equities at UBS Global Asset Management, where he worked for 7 years, holding roles focused on research and investment management. David also spent 5 years at Goldman Sachs JBWere Asset Management, working primarily as a Senior Investment Analyst.
Head of Private Equity
Mr. Warren is First Guardian’s Head of Private Equity and Managing Director of the Secured Convertible Bond Fund. Before joining First Guardian in 2017, he was the Co-founder and Managing Director of an ASEAN focused Private Equity fund which successfully exited in 2017 returning a CAGR of 22.3% to unit holders.
Mr. Warren has cultivated a broad skillset from his 15 years within Investment Banking, including providing traditional corporate and advisory services to clients, structuring and executing technical Leverage Buyout (LBOs) transactions, as well as leading internal strategic and organisational initiatives within the Companies he invest in.
B.Com (Eco, Fin)
Financial Investment Manager
Tanisha's responsibilities encompass research, analysis and project management, with advanced abilities in synthesising information and generating feasible solutions and financial models for a range of innovative investment idea’s. She is able to think of the big picture and effectively delegate, manage and work on various tasks with prodigious efficiency.
She holds a Bachelor of Commerce (Economics and Finance) with Distinction from Deakin University in Melbourne. She is able to approach the valuation of disparate investment projects from an entirely new perspective and promptly compartmentalize the task, delegate responsibilities if needed, and compound the information to the benefit of the entire team.
B.Eng (Indust. Design), M.Mgt (Accounting)
Mandy's focus is on investment research and analysis, covering project feasibility and financial modelling. Before she joined First Guardian Capital, Mandy worked with PwC in Assurance Service, providing professional service to a range of clients from construction and property development industries.
Mandy has advanced skills in industrial design, which she applies when reviewing project plans for potential investment. She speaks fluent mandarin and has a Master of Management Accounting degree from the University of Melbourne. Mandy is an Affiliate Member of ACCA, a leading global body for professional accountants. Her additional skills include project management and financial reporting.