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Our Team

Executive Management

Our management team is instrumental in partnering with investment managers, building assets and leading specialist service teams.

Bringing together a wealth of financial services and specifically investment management experience, the team is responsible for managing and delivering resources, infrastructure and services to our investment managers, while providing investors access to our managers’ specialist investment capabilities.

Sam Baillieu

Sam Baillieu

Chief Executive Officer

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.

Sam Cole

Sam Cole

Executive 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).

Michael Voskresensky

Michael Voskresensky

Chief Financial and Operating Officer

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.

John Clothier

John Clothier

General Manager, Distribution

John joined Copia in 2014 as General Manager, Distribution. John is responsible for the development and implementation of the national sales and distribution strategy, promoting Copia’s suite of Australian and offshore managers to the domestic market. John is instrumental in building our investment partnerships.

Distribution and Marketing

Led by John Clothier, our team of highly experienced business development professionals has proven success building assets for our investment managers all across Australia thanks to the strength and breadth of the team’s retail and institutional relationships.

 

Our specialist marketing and communications service is led by Ana Weaver. Ana ensures brand and investment capabilities are consistently presented and promoted to build awareness and engagement.

John Clothier

John Clothier

General Manager, Distribution

Tony Harte

Tony Harte

Distribution Manager, QLD

Danielle Wardle

Danielle Wardle

Digital Marketing Lead

Mani Papakonstantinos

Mani Papakonstantinos

Distribution Manager, VIC

Fiona Rossi-Mel

Fiona Rossi-Mel

Research and Platform Reporting Analyst

Hannah Kwon

Hannah Kwon

Marketing Assistant

Sam Harris

Sam Harris

Distribution Manager, NSW/ACT

Emerson O'Donnell

Emerson O'Donnell

Team Assistant

Chris Barnett

Chris Barnett

Distribution Manager, NSW

Ana Weaver

Ana Weaver

General Manager, Marketing

Operations and Finance

Michael Voskresensky leads our operations effort with George Wilson responsible for managing the team’s day-to-day operational requirements. From portfolio administration to fund services, the team’s breadth of capabilities creates operational efficiencies for our investment managers enabling you to focus on investing.

 

Copia's finance team includes Dan Nigro and Dascelle Lapena who help manage budgeting across company departments, accounts and the day-to-day financial operations of the Group. 

Michael Voskresensky

Michael Voskresensky

Chief Financial and Operating Officer

Tracey Ing

Tracey Ing

Trade Settlement and Reporting Administrator

George Wilson

George Wilson

Head of Operations

Rose Osborne

Rose Osborne

Client Services

Christine Baud

Christine Baud

Office Manager

Daniel Nigro

Daniel Nigro

Finance Manager

Phoebe Yuen

Phoebe Yuen

Senior Data and Reporting Analyst

Dascelle Lapena

Dascelle Lapena

Bookkeeper & Payroll Officer

Compliance

As a holder of an AFSL, meeting the Australian regulatory and reporting requirements is a key priority for Copia and its investment partners. Copia uses the advice of an external specialist provider (Compliance & Risk Services), to ensure appropriate development, disclosure, target market determinations and reporting on its products and services.

Melbourne (Head Office) 

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

Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

Brisbane

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

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.

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.

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.

*Ratings

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.

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

© 2023 Copia Investment Partners Limited

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