Founder & Director

Angela co-founded Evergreen Consultants in early 2016 and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and General Manager - Managed Funds Research at IWL Ltd (CommSec). She has contributed to the industry through serving on a number of committees including Hedge Funds Rock, and was a Board Member of IMCA for 9 years. Angela has also assisted in the development and delivery of course content for a number of DFP subjects through Kaplan.

Angela holds a Bachelor of Science, Bachelor of Economics, Graduate Diploma of Applied Finance and Investment and Masters of Commerce (Finance). She is a Fellow of FINSIA, a member of the Economics Society and has completed the CIMA qualification.

Consultant

Daniel has provided focused advice to many investors, and to their advisors, concerning all asset types including fixed income, listed and unlisted equities, private equity, venture capital and derivatives.

In addition, he has provided retail financial research and presented to retail financial advisors at professional development conferences.

He is a successful, results-oriented, values-driven, strong executive leader specialising in organisational structure; investment strategy; asset management; combining real asset with listed investments.

During his professional career, at a senior corporate level, he has exercised strong investment acumen based on thorough industry knowledge and solid relationships.

Consultant

Mark brings over 30 years’ experience in real estate in the professional disciplines of valuation and property funds management as well as development management, project management, performance benchmarking, research and advisory. For seven years, Mark was the Director in charge of Research and Ratings at Australia’s largest independent real estate ratings house, Property Investment Research. Mark has written and lectured post graduate courses in property development and markets and contributed to Boards and Committees across the Royal Institution of Chartered Surveyors, Australian Property Institute and Property Funds Association. Mark also acts as Responsible Manager on a Sydney-based non-bank lender’s Financial Services Licence.

Editor

Sarah has over 15 years' experience working in financial services, primarily in the funds management, banking, insurance and IT industries. Throughout that time she has held various roles including project manager, marketing manager, event manager, publisher and product manager. Sarah began working for research house van Eyk Research and has since worked with other well established brands including BT, Fidelity International, CommInsure and Colonial First State primarily in content production and delivery.

Sarah holds a Bachelor of Business (Marketing) and is currently undertaking a Master of Business Administration (Business Law and Strategic Management).

Consultant

Rodney Lay has over 20 years’ experience in investment analysis, first starting as an equities analyst at BZW / ABN Amro. Subsequently, he specialised in structured products in the lead up to the GFC and then moved to a dedicated focus on listed and unlisted managed investments. Asset class experience is broad, including equities (long-only, long/short, market neutral, enhanced income), global listed infrastructure and property, alternative strategies (hedge funds, global macro, quantitative strategies), retirement solution products, private assets, and public and private debt. public and private debt strategies have been a particular focus over the last three years, reflecting growing retail and wholesale client demand. Rodney has a strong understanding of the nuances of different investment structures, including LICs/LITs, Active ETFs, SMAs/IMAs and the recently launced dual listed/unlisted structure.

Rodney has undertaken investment analysis on behalf of some of the most recognised global and domestic fund managers, including PIMCO, KKR, Neuberger Berman, Regal FM, Magellan, Metrics, Gryphon, Realm, and Moelis, to name but a few.