Paul Dortkamp Email & Phone Number

Fundhost is a leading, integrated boutique responsible entity and fund administrator.

Sydney, New South Wales, AU

Implemented Portfolios Limited started in 2010 and was acquired by the Lonsec Group in August 2022. The acquisition has enabled Lonsec to further meet the changing needs of advisers, by offering bespoke solutions to high net wealth individuals and affluent retail clients.

Sydney, New South Wales, AU

Pengana Capital Group is a diversified funds management group, with distinct and differentiated investment strategies. Independent investment teams are based in Chicago, Connecticut, New Jersey, United Kingdom, Israel, Melbourne, and Sydney,

Sydney, NSW, AU

Cache is an Australian Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.

The Forum was established in March 1999 for Independent Compliance Committee Members to understand their responsibilities and develop their skills. In Sydney we will be meeting every two months over 2023 at lunchtime and feature a speaker on a topic of interest and a regulatory update.While the discussion is oriented towards independent compliance.

AU

Rivergum Investors is a family company with a history of consulting.

Sydney, New South Wales, AU

B39 will share our thinking about what is important in your life

Chicago, IL, US

Morningstar Investment Management Australia Limited is the Responsible Entity in the investment management business of Morningstar Inc., a leading provider of asset allocation, manager selection, and portfolio construction services.

Sydney, NSW, AU

Paradice Investment Management is a privately-owned, Australian boutique fund manager,

AU

Ellerston Asian Investments Limited is a concentrated large cap portfolio based on high conviction best ideas which is benchmark independent. The portfolio provides investors access to high growth opportunities throughout Asia via a highly experienced and specialised team.

Sydney, NSW, AU

Implemented Portfolios Pty Ltd provides a professional managed account service, with a team of experienced financial professionals working in partnership with financial advisers to select and manage a portfolio of investments.

Fundhost provides essential services to Australian and offshore boutique fund managers. This includes responsible entity and trustee services for managed investment schemes, compliance, administration, audit and reporting. Fundhost also assists with product design, fund build and distribution.

Tokyo, JP

Nikko AM Australia and Nikko AM Limited are part of the Nikko Asset Management Co. Ltd's group of companies, with approximately AUD220 billion in funds under management as at 31 March 2018. In Australia, Nikko AM manages approx $9 billion in funds on behalf of institutional and retail investors, private clients, superannuation funds and charitable.

Antares Capital Partners Limited was a Responsible Entity in the direct investment management business of the MLC Group of companies and the National Australia Bank. Prior to Antares Capital Partners, I served on the board of NabInvest Managed Investments Limited from December 2010 to July 2013 and the Compliance Committee from March 2007 – December 2010

Sydney, NSW, AU

Wealth Management brings together the Commonwealth Bank's funds management manufacturing and distribution capability as well as its domestic insurance and financial advice business support divisions. These divisions include the well-known brands of Colonial First State Global Asset Management, Colonial First State and CommInsure.

Product & Investment Committee Jan 2007 - Mar 2011Risk Review Committee Jan 2007 - Mar 2011Investment Management Product & Investment sub Committee Nov 2005 -Dec 2006Total Return Fund Investment Committee Oct 2004 - Oct 2005

Gogarburn, GB

Chair of the Compliance Committee for RBS Funds Management (Australia) Limited, formerly ABN AMRO Investments Australia Limited. Now a part of the RBS group.

St Andrew’s Superannuation Services was the trustee of the St Andrew’s Superannuation Services Fund and was acquired by the Commonwealth Bank of Australia in October 2008 and is now part of MLC. This worked out well for me as I was then approached to go onto the CBA Compliance Committees.

RiverCity Motorway Group was the Queensland company that operated Brisbane’s first private tollway - the Clem Jones Tunnel (CLEM7).

Sydney, New South Wales, AU

London, GB

Sydney, NSW, AU

Facid (Dip)

F Fin (Dip)

Rg 146 & Rg 164