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Board

Copia Holding Company Pty Limited

Copia Holding Company Pty Limited is the parent company of Copia Investment Partners Limited (Copia) and it provides a full range of distribution, marketing, operations, compliance and administrative services to the investment partners of Copia.

Copia holds an AFSL and is the Responsible Entity for its investment partners’ schemes.

Copia Investment Partners Board - Bruce

Bruce Loveday

Chairman

Bruce has extensive experience in financial services both in Australia and overseas. Bruce currently chairs Tribeca Global Natural Resources Ltd, and has previously been chairman of Burnham Capital, ARCO Investment Management, Bennelong Funds Management and Praemium.

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Sam Baillieu

Executive Director

Sam is Copia’s Chief Executive Officer and is responsible for establishing and managing partnerships with investment managers and delivering them the resources, infrastructure and services they need to prosper. Sam joined as one of the founders in 2000 and serves as an Executive Director on Copia’s Board.

Copia Investment Partners Board - Peter

Peter Polson

Non-Executive Director

Peter has broad financial industry experience including Chairman of Challenger and Challenger Life, Managing Director at Colonial First State and Group Executive at CBA. Peter is currently Chairman of IDP Education, Avant Group Insurance and Very Special Kids, as well as Director of Avant Mutual Group and Avant Group Holdings.

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Sam Cole

Company Secretary

Sam is Copia’s Executive Director and is responsible for managing key strategic relationships within Copia and its partners. Sam has been an executive team member since 2004 and is Company Secretary for Copia Holding Company (CHC) and Executive Director of Copia Investment Partners Ltd (CIPL).

Copia Investment Partners Board - Charle

Charles Baillieu

Non-Executive Director

Charles has over 40 years’ experience in financial services and is well regarded within the Australian investment community. Charles is a director of several private companies including Mutual Trust and is a member of Mutual Trust’s investment committee.

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Michael Voskresenky

Company Secretary

Michael is Copia’s Chief Financial and Operating Officer. As such, he is responsible for the operational and financial obligations of the group including those of our investment manager partners. Michael also provides company secretarial support to our Board of Directors and is a member of the Executive Team.

Copia Investment Partners Board - Sid My

Sidney Myer

Non-Executive Director

Sidney has more than 40 years’ experience in retailing and investment management industries. His current roles include Chair and Trustee of Myer Family and Sidney Myer entities respectively, Chair of the National Portrait Gallery Foundation and a Director of Yulgilbar Foundation. Sidney was awarded a Member of the Order of Australia.

Copia Investment Partners Limited

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Bruce Loveday

Chairman

Bruce has extensive experience in financial services both in Australia and overseas. Bruce currently chairs Tribeca Global Natural Resources Ltd, and has previously been chairman of Burnham Capital, ARCO Investment Management, Bennelong Funds Management and Praemium.

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Sam Cole

Director

Sam is Copia’s Executive Director and is responsible for managing key strategic relationships within Copia and its partners. Sam has been an executive team member since 2004 and is Company Secretary for Copia Holding Company (CHC) and Executive Director of Copia Investment Partners Ltd (CIPL).

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Sally McDow

Director

Sally McDow is an experienced board director with over 20 years’ experience managing corporate governance, ESG, culture, compliance, and company secretarial issues across multiple industries in Australia, the UK, and North America. 

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Michael Voskresensky

Company Secretary

Michael is Copia’s Chief Financial and Operating Officer. As such, he is responsible for the operational and financial obligations of the group including those of our investment manager partners. Michael also provides company secretarial support to our Board of Directors and is a member of the Executive Team.

Melbourne (Head Office) 

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

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Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

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Brisbane

Suite 24, Level 18, 324 Queen Street, Brisbane QLD 4000

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DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

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The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

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Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

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*Ratings

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The rating issued September 2022 APIR OPS0001AU, September 2022 APIR OPS0002AU, September 2022 APIR OPS0004AU, October 2022 APIR OPS1827AU, October 2022 APIR OPS7755AU, October 2022 APIR OPS8304AU & September 2022 APIR OPS2991AU are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only,and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS2991AU June 2022, APIR OPS4597AU September 2022, APIR OPS8304AU September 2022, APIR OPS7755AU June 2022, APIR OPS0002AU October 2022, APIR OPS0004AU October 2022, APIR OPS1827AU June 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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© 2023 Copia Investment Partners Limited

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