David Lane Email and Phone Number
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• 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.
Cbhs Health Fund Limited
View- Website:
- cbhs.com.au
- Employees:
- 223
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Non Executive DirectorCbhs Health Fund LimitedSydney, Nsw, Au -
Industry FellowUniversity Of Technology SydneySydney, Nsw, Au -
Member Board Of TrusteesColonial First State Sep 2024 - PresentSydney, New South Wales, Au -
Industry FellowUniversity Of Technology Sydney Apr 2024 - PresentUltimo, Nsw, Au -
Board Member And Chair Of Investment CommitteeEquality Australia Feb 2024 - PresentDarlinghurst, New South Wales, Au -
ChairPerpetual Europe Holding Company B.V. Jun 2021 - Jul 2024
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ChairPerpetual Netherlands B.V. Jun 2021 - Jul 2024
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Chief Executive, AmericasPerpetual Limited Nov 2022 - Dec 2023Sydney, 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. -
Group Executive - Perpetual Asset Management InternationalPerpetual Limited Jul 2020 - Nov 2022Sydney, 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. -
Group Executive - Mergers & AcquisitionsPerpetual Limited Aug 2019 - Jul 2020Sydney, 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. -
Group Executive, Perpetual InvestmentsPerpetual Limited Apr 2017 - Aug 2019Sydney, Nsw, AuResponsible 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. -
Chief Executive OfficerCount Financial Nov 2011 - Feb 2017Sydney, New South Wales, AuResponsible for the strategic growth, financial performance and end-to-end operations of Count. Member of the Board and a Director of Count subsidiaries. -
General Manager Strategic Development, Wealth ManagementCommonwealth Bank Of Australia Mar 2010 - Nov 2011Sydney, Nsw, AuHead 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. -
Chief Operating Officer - Hedge FundsNeuberger Berman May 2008 - Dec 2008New York, Ny, Us• Led integration of, developed strategy for and managed $7 billion hedge fund business -
Chief Operating OfficerLibertyview Capital Management Mar 2006 - May 2008Us• 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. -
Vice PresidentAetos Capital Mar 2004 - Mar 2006Menlo Park, California, Us• Aetos was a $10 billion alternative asset management business that manages absolute return, real estate and private equity funds. -
Director - Investment Banking (Sydney)Jp Morgan Mar 1996 - Oct 2002New York, Ny, Us -
Vice PresidentGoldman Sachs Aug 1989 - Jan 1996New York, New York, Us
David Lane Skills
David Lane Education Details
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The Wharton SchoolEconomics -
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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