David Lane

David Lane Email and Phone Number

Non Executive Director @ CBHS Health Fund Limited
Sydney, NSW, AU
David Lane's Location
Greater Sydney Area, Australia, Australia
David Lane's Contact Details

David Lane personal email

David Lane phone numbers

About David Lane

• Seasoned CEO and Board member, having led a global asset management business with AUM of A$120b and served on 30 boards.• Board experience includes chairing more than a dozen boards, serving on 2 listed company boards, serving on 3 asset management product boards (a US Mutual Fund board, an Irish UCITs board and an Australian Responsible Entity board), and serving as the chair of 3 Investment Committees. Board and regulatory experience in 5 countries. Charity Board experience.

David Lane's Current Company Details
CBHS Health Fund Limited

Cbhs Health Fund Limited

View
Non Executive Director
Sydney, NSW, AU
Website:
cbhs.com.au
Employees:
223
David Lane Work Experience Details
  • Cbhs Health Fund Limited
    Non Executive Director
    Cbhs Health Fund Limited
    Sydney, Nsw, Au
  • University Of Technology Sydney
    Industry Fellow
    University Of Technology Sydney
    Sydney, Nsw, Au
  • Colonial First State
    Member Board Of Trustees
    Colonial First State Sep 2024 - Present
    Sydney, New South Wales, Au
  • University Of Technology Sydney
    Industry Fellow
    University Of Technology Sydney Apr 2024 - Present
    Ultimo, Nsw, Au
  • Equality Australia
    Board Member And Chair Of Investment Committee
    Equality Australia Feb 2024 - Present
    Darlinghurst, New South Wales, Au
  • Perpetual Europe Holding Company B.V.
    Chair
    Perpetual Europe Holding Company B.V. Jun 2021 - Jul 2024
  • Perpetual Netherlands B.V.
    Chair
    Perpetual Netherlands B.V. Jun 2021 - Jul 2024
  • Perpetual Limited
    Chief Executive, Americas
    Perpetual Limited Nov 2022 - Dec 2023
    Sydney, Nsw, Au
    • Responsible for the end-to-end operations of the Perpetual Group’s North American Asset Management division which includes boutique asset managers, Barrow Hanley, Trillium and TSW, totalling ~A$120 billion of assets under management.• Responsible for ~US$10 billion (A$15 billion) US Mutual Fund complex.• Member of Perpetual Limited’s Executive Committee.• Executive Sponsor of Perpetual’s Diversity Council.• Selected Boards: Barrow Hanley Mewhinney & Strauss, LLC, TSW, Trillium Asset Management UK Ltd, Pendal USA, JOHCM Funds Trust (Mutual Funds), PPT UCITS (Ireland) ICAV.
  • Perpetual Limited
    Group Executive - Perpetual Asset Management International
    Perpetual Limited Jul 2020 - Nov 2022
    Sydney, Nsw, Au
    • Responsible for Perpetual Group's international asset management business including Trillium Asset Management in the US and Scotland, Barrow Hanley in Dallas, totalling ~A$80 billion of assets under management• Responsible for establishing and managing Perpetual’s distribution/operational offices in London, Amsterdam and Hong Kong including obtaining and overseeing the requisite licensing requirements for each of these jurisdictions.• Established an Irish UCITS platform and launched 4 funds (A$3 billion) as part of this project• Member of Perpetual Limited’s Executive Committee.• Executive Sponsor of Perpetual’s Diversity Council.• Selected Boards: Perpetual Europe Holding Company B.V., Perpetual Netherlands B.V., PPT Asset Management UK Ltd, PPT UCITS (Ireland) ICAV, Barrow Hanley Mewhinney & Strauss, LLC, Trillium Asset Management UK Ltd.
  • Perpetual Limited
    Group Executive - Mergers & Acquisitions
    Perpetual Limited Aug 2019 - Jul 2020
    Sydney, Nsw, Au
    • Responsible for acquisition and ongoing management of Trillium Asset Management, a leading Boston-based specialist ESG investment firm with AUM of ~US$6 (A$9) billion.• Responsible for acquisition and ongoing management of Barrow, Hanley, Mewhinney and Strauss, a leading Dallas-based value manager with AUM of ~US$45 billion (A$68billion).• Established a US distribution arm to accelerate the growth of Barrow Hanley and Trillium and support future acquisitions.• Member of Perpetual Limited’s Executive Committee.• Selected Boards: Perpetual US Holding Company, Inc., Perpetual Investment Management Limited (Responsible Entity), Perpetual Equity Investment Company Limited.
  • Perpetual Limited
    Group Executive, Perpetual Investments
    Perpetual Limited Apr 2017 - Aug 2019
    Sydney, Nsw, Au
    Responsible for leading, setting the strategy and managing the P&L for Perpetual Investments, Perpetual Group's A$25b Australian asset management business.• Member of Perpetual Limited’s Executive Committee.• Selected Boards: Perpetual US Holding Company, Inc. , Perpetual Investment Management Limited (Responsible Entity), Perpetual Equity Investment Company Limited.
  • Count Financial
    Chief Executive Officer
    Count Financial Nov 2011 - Feb 2017
    Sydney, New South Wales, Au
    Responsible for the strategic growth, financial performance and end-to-end operations of Count. Member of the Board and a Director of Count subsidiaries.
  • Commonwealth Bank Of Australia
    General Manager Strategic Development, Wealth Management
    Commonwealth Bank Of Australia Mar 2010 - Nov 2011
    Sydney, Nsw, Au
    Head of Strategy for the Wealth Management Division of CBA, which includes Colonial First State, Colonial First State Global Asset Management and CommInsure. Responsible for strategy, M&A, investments and office of the Wealth Management Group Executive. Member - Wealth Management Leadership Team.
  • Neuberger Berman
    Chief Operating Officer - Hedge Funds
    Neuberger Berman May 2008 - Dec 2008
    New York, Ny, Us
    • Led integration of, developed strategy for and managed $7 billion hedge fund business
  • Libertyview Capital Management
    Chief Operating Officer
    Libertyview Capital Management Mar 2006 - May 2008
    Us
    • LibertyView was a $2 billion multi-strategy hedge fund operating independently within Lehman Brothers; business included eight funds and two separately managed accounts.• Managed all non-trading aspects of the LibertyView business including strategic development, sales and marketing, operations, technology, finance, risk, legal and human resources.
  • Aetos Capital
    Vice President
    Aetos Capital Mar 2004 - Mar 2006
    Menlo Park, California, Us
    • Aetos was a $10 billion alternative asset management business that manages absolute return, real estate and private equity funds.
  • Jp Morgan
    Director - Investment Banking (Sydney)
    Jp Morgan Mar 1996 - Oct 2002
    New York, Ny, Us
  • Goldman Sachs
    Vice President
    Goldman Sachs Aug 1989 - Jan 1996
    New York, New York, Us

David Lane Skills

Investments Wealth Management Mergers And Acquisitions Business Strategy Financial Services Asset Management Financial Planning Portfolio Management Strategic Financial Planning Investment Banking Financial Advisory Finance Strategic Planning Leadership Investment Strategies Financial Risk Wealth Executive Management Hedge Funds Investment Advisory Investment Management Equities Communication Asset Managment Mergers Change Management Asset Allocation Analytics Time Management Strategic Leadership Culture Change Accounting Superannuation

David Lane Education Details

  • The Wharton School
    The Wharton School
    Economics
  • Woodmere Academy
    Woodmere Academy

Frequently Asked Questions about David Lane

What company does David Lane work for?

David Lane works for Cbhs Health Fund Limited

What is David Lane's role at the current company?

David Lane's current role is Non Executive Director.

What is David Lane's email address?

David Lane's email address is la****@****ail.com

What is David Lane's direct phone number?

David Lane's direct phone number is +614161*****

What schools did David Lane attend?

David Lane attended The Wharton School, Woodmere Academy.

What skills is David Lane known for?

David Lane has skills like Investments, Wealth Management, Mergers And Acquisitions, Business Strategy, Financial Services, Asset Management, Financial Planning, Portfolio Management, Strategic Financial Planning, Investment Banking, Financial Advisory, Finance.

Who are David Lane's colleagues?

David Lane's colleagues are James Charter, Luke Gauci, John Smith, Fortunato Bilotta, Manal Nehme, Tess Perikleous, April Castle.

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