Daryl Dixon

MA (Hons) (Cambridge), BA (Hons) (UQ)
Executive Chairman

Daryl is a graduate in economics of Cambridge and Queensland Universities and the founder of Dixon Advisory. Daryl has extensive experience in the areas of taxation, retirement incomes and social welfare policy. He is known in Australia as a leading financial expert, particularly in the area of superannuation.

Daryl has special expertise in personal and self managed super fund strategies, as well as extensive experience as a direct share investor in his own right.

Daryl is a director of the Australian Masters Yield Fund Series and the Australian Masters Corporate Bond Fund Series. He is also a director of HCF Life and has worked previously for the International Monetary Fund, the Federal Treasury, Department of Finance and the Social Welfare Policy Secretariat. He was a member of the Fraser Government’s Occupational Superannuation Task Force.

Maximilian Walsh

AM, BEc (Sydney);
Deputy Executive Chairman

Max is regarded as one of Australia’s leading economists and business journalists. He has specialised experience in the areas of business, economics and politics in a journalistic career spanning nearly 50 years.

He has been editor and managing editor of The Australian Financial Review and Editor-in-Chief of The Bulletin. He also served on the board of Northern Star TV (predecessor to Channel Ten) and is presently Chairman of the Australian Masters Yield Fund Series, the Australian Masters Corporate Bond Fund Series, Asian Masters Fund Limited and Global Resource Masters Fund Limited.

ALAN Dixon

BCom (ANU) CA
Group Managing Director

Alan has been providing financial advisory services to corporations, institutions and individuals for more than15 years. Until December 2000, he worked for various investment banks, including ABN AMRO (where he was an Associate Director in Mergers and Acquisitions and Equity Capital Markets) and Ord Minnett Corporate Finance. Since January 2001, he has operated as Managing Director of the Dixon Advisory Group. Alan has a Bachelor of Commerce from the Australian National University and is a Member of the Institute of Chartered Accountants in Australia. Alan is also a SPAA Accredited SMSF Specialist Advisor™.

Alan is a director of the Australian Masters Yield Fund Series and the Australian Masters Corporate Bond Fund Series.

CHRIS BROWN

BChem Eng (Hons) (Sydney), BCom (Sydney)
Managing Director, Chief Operating Officer

Chris Brown is a director of the Australian Masters Yield Fund Series and the Australian Masters Corporate Bond Fund Series.

Prior to joining Dixon Advisory, Chris was an Executive Director at UBS AG in Sydney. Over his 8 years at UBS, he provided capital markets and mergers & acquisitions advice to many different public and private companies in Australia and overseas. Chris specialised in providing this advice to industrial, utility, infrastructure, property and financial companies. Chris spent several years in the UBS Mergers & Acquisitions Group in New York working on transactions in chemicals, healthcare, consumer products, media, telecoms, technology, insurance and utilities. Before joining UBS, Chris also worked in the Investment Banking division of ABN AMRO where he focused on mergers and acquisitions along with capital markets advice to companies in the Australian property sector.

Before his career in investment banking, Chris worked for a Sydney-based property funds management company and a chemical engineering and design company. Chris has a Bachelor of Chemical Engineering with 1st class honours and a Bachelor of Commerce, both from Sydney University.

Alex MacLachlan

BA (Cornell) MBA (Wharton)
Managing Director – Funds Management

Alex MacLachlan is the Managing Director of Global Resource Masters Fund Limited, a director of the Australian Masters Yield Fund Series, the Australian Masters Corporate Bond Fund Series, and Asian Masters Fund Limited.

Before joining Dixon Advisory, Alex was an investment banker specialising in the natural resources sector, most recently serving as Head of Energy, Australasia, for UBS AG in Sydney and prior to that as an investment banker at Credit Suisse First Boston. During his career as an investment banker, Alex advised many of Australia’s and the world’s leading natural resources companies, working on more than $100 billion in announced mergers and acquisitions and capital markets transactions for more than 30 leading Australian and international natural resources companies.

Before specialising in natural resources investment banking, Alex worked in the Japanese Government Bond derivatives markets in London, New York and Sydney.

Alex has a Bachelor of Arts from Cornell University and a Masters of Business Administration from The Wharton School, University of Pennsylvania.

Tristan O’Connell

BCom (ANU), CPA
Finance Director

Tristan joined Dixon Advisory in 2005 after 10 years’ experience in corporate financial and management roles within the wholesale financial markets industry. Tristan's previous roles included being financial controller of Tullett Prebon in Australia, one of the world's leading inter-dealer broker firms specialising in over the counter interest rate, foreign exchange, energy and credit derivatives. Tristan subsequently held senior finance roles for the Tullett Prebon Group in Singapore and London.

Tristan returned to Australia to be responsible for the financial management and growth of Dixon Advisory. Tristan has a Bachelor of Commerce from the Australian National University, is a member of CPA Australia and is a Fellow of the Financial Services Institute of Australasia.

Phillip Lois

BE (Chemical) (Hons I) (Sydney), BCom (Sydney)
Chief Financial Officer, US Properties

Phillip Lois is responsible for all the finance functions of the US Masters Residential Property Fund, ensuring that the fund's financial controls, reporting and management processes are of the highest standard. Prior to his current role, Phillip worked in the Funds Management and Property Advisory businesses of Dixon Advisory since he joined in 2010. Phillip played a key role in the execution of the fund's initial public offering and has been heavily involved in the ongoing management of the Fund. Prior to joining Dixon Advisory, Phillip was an investment banker at UBS AG in the natural resources sector, where he worked with many of Australia's and the world's leading natural resources companies, advising and executing on mergers and acquisitions and capital markets transactions. Phillip holds a Bachelor of Commerce majoring in accounting and finance and a Bachelor of Chemical Engineering from the University of Sydney.

Adam Davis

BCom (Monash), CA, MSRE (NYU)
Director of Capital Markets

Adam Davis is the Director of Capital Markets. Adam has a primary focus on growing the Fund including securing debt financing for the Fund. Adam has extensive experience in property development and investment, in particular negotiating and structuring real estate debt and equity finance. Prior to taking this role, Adam was most recently the Acquisition Manager for Grocon USA, the US arm of Australia's largest private development and construction firm. Before relocating to the US, Adam was a Senior Manager with Gersh Investment Partners which focussed on joint venture investing and funding of property developments across all property asset classes in Australia. Adam commenced his career at Ernst & Young and is a qualified Chartered Accountant in Australia. Adam has a Masters of Science in Real Estate Finance and Investment from New York University as well as a Bachelor of Commerce from Monash University.

PRISCILLA LEBRON

Director, Property Management

Priscilla has spent over 13 years in Residential Real Estate Management in the New York Metropolitan area. Priscilla is currently leading the team of 8 property professionals who are responsible for all aspects of leasing and property management. She has extensive experience in all the major property types including high rise apartments, town homes and freestanding houses. Previously she was responsible for managing 1,500 unit apartment building complex in Queens, New York with over 55 staff. Over the years, Priscilla has been instrumental in the process of implementing methods that have proved to work on large apartment buildings to the individual residential housing market. This is crucial to achieving the long term property management goals for the Fund.

EZEQUIEL ORTIZ

Director, Acquisitions

Ezequiel (Zeke) brings to the US Masters Residential Property Fund 12 years of experience in Hudson County Real Estate. Through his career, Zeke has completed over $50 million of property transactions and 300 appraisals of New Jersey Property. Zeke is responsible for the
co-ordination and management of the acquisition and evaluation teams to ensure a highly streamlined process for the identification, evaluation and acquisition of Hudson County Real Estate for the Fund. Since joining the Fund, he has worked to provide a consistent and dependable set of methodology for the Acquisition team to achieve the highest quality results on a timely basis. Prior to joining the Fund he has held positions across valuations, sales, brokerage and construction roles. Zeke is a licensed New Jersey Real Estate Broker.

MATTHEW LUSKY

BSC (Cornell)
Acquisitions Manager

Matthew joins the team from Bramhall Summit Management, a New Jersey based property management company, where he was responsible for day to day operations including rental and construction management. Prior to this, Matthew was a Leasing Manager for Avalon Bay Communities, where his team managed a 500 unit property portfolio. Matthew has a Bachelor of Science (Biology, Concentrated Applied Economics and Business Management) from Cornell University.

CHARLAINE MERCADO

BA (Stony Brook)
Acquisitions Manager

Charlaine joins the Fund from Weichert Realtors, where she was a real estate agent and involved in over $50 million of real estate transactions. Charlaine was also previously a real estate agent at Liberty Realty. She commenced her career in the investment banking industry at Morgan Stanley. Charlaine has a Bachelor of Arts from Stony Brook University.

Gerald Lucas

BA (Howard University), MBA (MIT)
Investment Consultant

Gerald has spent over a decade investing in US residential property markets and is the founder of Performance Property, LLC, a real estate investment and short sale negotiation company in the New York Metropolitan area, with headquarters in Jersey City. Gerald is a licensed real estate agent in New Jersey. As a licensed real estate agent, Gerald is entitled to receive commissions in line with market practice.

Nirav Desai

BA (University of Michigan), MBA (Wharton)

Nirav is currently the Managing Director of Sparta Group LLC, an ultra high net worth private family investment office based outside of Boston, Massachusetts (USA).

He is responsible for managing a global investment portfolio across asset classes including hedge funds, private equity, direct investments, real assets, and public securities. Prior to Sparta Group LLC, Nirav was a principal investor at a US-based private equity fund focused on middle market transactions and homeland security and clean technologies.

In addition, he has experience as an investment banker and naval intelligence officer. Nirav has a BA from the University of Michigan, Ann Arbor and a Masters of Business Administration from The Wharton School, University of Pennsylvania.

Dean Miller

BA (Franklin and Marshall), MBA (Wharton)

Dean is currently a Managing Director of Novitas Capital, a Philadelphia, US based investment firm focused on early stage venture capital. He has over 20 years of experience working for and with both large and small companies. In addition to currently acting on the Board of Directors of several companies in which Novitas Capital has invested, Dean also currently serves as President and CEO of the Greater Philadelphia Alliance for Capital and Technologies (PACT), a premier resource for emerging growth companies in the information technology, clean technology, and life sciences industries, is Vice Chairman of Wharton Private Equity Partners, an international alumni organisation, and serves on adjunct faculty at the Wharton School in the Department of Management. He also serves as a guest lecturer at the School of Engineering and Applied Science at the University of Pennsylvania and serves as a Board Member for the Arts & Business Council of Greater Philadelphia.

Dean graduated with distinction from the University of Pennsylvania’s Wharton School with an MBA in Private Equity. He also holds a Bachelor of Arts Degree in Business Administration and Psychology from Franklin and Marshall College, has completed coursework in biotechnology at the University of California, San Diego, and has completed a Postgraduate Course in Clinical Pharmacology, Drug Development, and Regulation at the
Tufts Center for the Study of Drug Development.

STUART NISBETT

BCom (UNSW), MCom (UNSW), CA

Stuart has more than 25 years' experience in property development, property funds management, equity and debt raising, corporate advisory and project finance. He is currently the Managing Director and Principal at Archerfield Capital Partners, which he established in 2008. Stuart is also an independent director of the Asian Masters Fund Limited.

Previously, Stuart was Executive Director, Head of Property Funds at ANZ Investment Bank. He was also the Managing Director, Head of Property Banking & Property Investment Banking at N M Rothschild & Sons (Australia) Limited. Under his leadership the property banking business grew into the largest business unit within the company. In July 2005, reflecting the growth and increased scope of the property banking business activities under Stuart's guidance, N M Rothschild & Sons established an additional property division to focus on investment banking opportunities in advisory and equity. Stuart has also held many senior roles at Macquarie Bank and Lend Lease.

Stuart holds a Bachelor of Commerce with Merit and a Masters of Commerce from the University of NSW. He is a member of the Institute of Chartered Accountants in Australia and in 2005 was appointed a Fellow of the Australian Property Institute.

David Whelan

LLB (Hons),BCom (UQ)

David Whelan is the Chief Executive of the Cloverleaf Group, a privately held alternative investment group focused primarily on venture capital and private equity investments in healthcare, life sciences and breakthrough technologies.

David is a director of the following Cloverleaf Group portfolio companies: AgaMatrix, Inc; Block Shield Corporation Plc; Identitas, Inc, MD Datacor, Inc. and was recently appointed Chairman of Medcenter Holdings, Inc. David was also the founding manager of the Group’s investment in Zenergy Power Plc.

Prior to joining the Cloverleaf Group, David was Vice President of Corporate Development with the Virgin Group in the US and the UK. David was previously an investment banker in London, England and Sydney, Australia with Goldman Sachs & Company and before that Deutsche Bank. Starting his career at Price Waterhouse in the firm’s Corporate Finance division in Sydney, Australia, David qualified as a Chartered Accountant of Australia. David has a Bachelor of Laws (Honours) and Bachelor of Commerce from Bond University in Queensland, Australia.