A seasoned team with diverse backgrounds and expertise.
Founding Director, Chief Analyst
Jay has over 25 years of investment and data-driven research experience with firms such as ANZ, ING & Morningstar Inc.
Recognised by his industry peers as an innovator and thought leader, Jay’s predictive empirical work has been published in several journals covering diverse topics such as corporate strategy, financial distress, capital markets and disruptive trends within financial services.
After identifying a gap for forensic research in the financial services market, Jay founded Foresight Analytics in 2015, utilising his research and significant institutional asset management experience. Since then, Foresight has served over 25 clients across Asia and Pacific region.
Strategist - Portfolio Solutions & Digital Content
Daniel has over 20 years of experience as an institutional investor, portfolio manager, strategist and research analyst.
Prior to joining Foresight Analytics in June 2021, Daniel spent 4 years running an absolute return hedge fund in Melbourne. Daniel spent 10 years allocating capital on behalf of superannuation (pension) funds such as LUCRF Super, FuturePlus Financial Services and AUSCOAL Super. His responsibilities included asset allocation, portfolio construction and fund manager research.
His career as a capital allocator gave him a terrific vantage point from which to explore a wide variety of investment products and strategies.
Strategist - Asset Allocation
Shane Lee is a strategist at Foresight Analytics. He has as around 20 years’ experience in various sell-side research and asset allocation roles. He was the asset allocation analyst at ANZ wealth/IOOF for a 2-year period between 2017 and 2019. Between 2015 and 2017 Shane was running his own research business providing Australian equity market and global tactical asset allocation advice to Australian pension funds and both Australian and offshore asset managers.
Chair - Investment Committee
Simon is a Sydney based experienced investment markets professional with expertise in manager research, asset allocation, manager selection and product design. He is a Director of Eternal Wealth Group. Over the past 20 years Simon has offered financial advice to insurance companies, institutional investors, superannuation and pension funds, financial planner dealer groups and fund managers.
Maggie Callinan is a Sydney-based research analyst with over 20 years’ experience in wealth management research. Most recently Maggie has served as Director of Australia Ratings (now Foresight Analytics and Ratings).
Prior to this, Maggie served as the CIO of an Australian-based digital wealth strategy, Head of Investment at Perpetual Private (5 years) and Head of Research for INGA’s Financial Facts research capability (12 years).
Diligence Specialist & Member - Investment Committee
Natasha Quirk has 20 years experience in the financial services sector, particularly in risk management and regulatory compliance.
Natasha is the founder and Managing Director of Hall Advisory.
Previously an analyst at KPMG Australia, Natasha has also taken senior roles at S&P Global Ratings, APRA and was appointed to the Risk Management Faculty Advisory Board of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).
Member - Investment Committee
Paul joined Foresight Analytics & Ratings as an independent investment committee member in March 2022. He is a veteran of Investment industry. Commencing his career in the late 1990s, Paul has held positions with firms such as AMP, IOOF, Mosaic Portfolio Advisers, ANZ, Citibank and Credit Suisse.
Paul has also worked as a Portfolio Manager & CIO with various financial planning practices and clients since 2008.
Paul has a Bachelor of Economics majoring in Economics and Econometrics, a Graduate Diploma of Applied Finance and Investment, a Diploma in Financial Services (Financial Planning) and is a Fellow of the FINSIA.
Strategic Advisor - Technology
Akash is our strategy and product ninja. A kiwi who lived and worked in Australia for multiple years. He is a seasoned leader focused on creating modern data strategies and scalable products for corporates to small start-ups. His product experiences are around building software-as-a-service (SaaS) to platforms-as-a-service (PaaS) products like Telstra Cloud Collaboration (over $1bn in Revenue), Cisco WebEx Teams, Telstra Big Data platform and many more.
Analyst - Business & Data
Analyst - Research & Communications