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Les Szekely

Non Executive Chairman

Les worked as a solicitor before teaching commercial and revenue law at the University of New South Wales, and Sydney University. He was a tax consulting partner with Horwaths Chartered Accountants for 20 years, until the company merged with Deloitte, when he became Director of Taxation in Deloitte Growth Solutions. He holds B.A/LL.B (UNSW) and LL.M. (SydU) degrees and has authored numerous books and articles on taxation law. Since leaving Deloitte in 2008, Les has dedicated his time to angel Venture Capital (VC) investing. He is Chairman of the Investment Committee for the Microequities VC Fund and sits on the Boards of several companies. His focus is the development of business strategy in sectors undergoing digital disruption.

Craig Shapiro

Non Executive Director

Craig is a financial services expert with more than 30 years of experience. He spent 22 years at Macquarie Group where he was the Global Group Treasurer & Executive Director. Prior to joining Macquarie, Craig worked for the State Bank of NSW and Mitsui Trust Finance Australia. In 2015 he co-founded and is currently the Co-CEO of Blue River Group, an impact investment services firm based in Sydney. He holds a Bachelor of Science from the University of Sydney, a Diploma from the Securities Institute of Australia (FINSIA) and is a member of the Australian Institute of Company Directors (MAICD). Craig is currently a director of The Jewish Care Foundation and is a past director and honorary treasurer of The Sydney Institute.

Carlos Gil

CEO & Chief Investment Officer

Carlos is the founder and current CEO of Microequities. He has worked in stockbroking, funds management, and investment research for over 20 years, and has been an individual investor in Australian Microcaps since he was 18 years old. Carlos has held various senior management positions in Europe, including roles as Head of International Securities at BM Securities, and at Banesto Bank (Santander Group). Carlos has been investing in Australian industrial Microcaps since he was a teenager. Upon his return to Australia he founded Microequities with a long-term vision of creating a value driven specialist Microcap and Smallcap Fund Manager. Carlos holds a Bachelor of Economics from Sydney University, a Graduate Diploma in Applied Finance and Investment Analysis from the Australian Securities Institute and a Master in Applied Finance and Investment Analysis from the Financial Services Institute of Australia. Carlos is a director of Smartpay Holdings Limited.

Sam Gutman

Executive Director & Company Secretary

Sam brings a wealth of invaluable pragmatic business experience to the management team, obtained through a successful career in the IT industry. Sam has been a long time personal investor in the Microcap asset class, and adamantly shares the investment philosophy of the Microequities team. Sam has B.A with major in economics and has a Graduate Diploma of Applied Finance & Investments from FINSIA.

Shuo Yang

Portfolio Manager

Shuo is currently responsible for identifying and providing research coverage on undervalued microcap industrial companies. Since starting investing at the age of 16, he has developed a fundamental approach to his analysis of companies in the market and is always on the lookout for new investment ideas. Shuo holds a Bachelor of Commerce and Economics degree at the University of New South Wales (UNSW) and is a CFA Level II holder.

Declan McLenaghan

Investment Analyst

Declan provides research coverage on listed Australian Microcap companies. He previously worked as an analyst at Millinium Capital Managers, where he performed fundamental research on companies in the ASX 200. He has also worked for MF Holdings and Atlantic Pacific Securities. Declan holds a Bachelor of Business (Finance) from the University of Technology Sydney (UTS) and is a CFA® charterholder.

Adam Allcock

Client Relationship Manager

Adam has over six years’ experience in the financial services industry dealing with a range of stakeholders. Prior to Microequities, Adam helped establish distribution for a Perth based Australian equities fund. Before funds management, Adam was part of a team at Macquarie Bank for four years looking after relationships with financial advisers, family offices and accountants across a range of product lines. Adam holds a double degree in Psychology and History from the University of New South Wales (UNSW), and an Advanced Diploma of Financial Planning.

Daniel Sharp

Client Relationship Manager

Daniel has over 13 years’ experience in the financial services industry across multiple markets and jurisdictions. He has worked for organizations including Macquarie Bank, Mitsubishi UFJ Trust Bank, Thomson Reuter and American Express in a variety of roles. Daniel holds a Bachelor of Finance from Charles Sturt.

Aman Talwar

Digital Marketing Manager

Aman has over 14 years combined experience in Digital Marketing, Software and Hardware technologies. For the past 9 years, Aman has been responsible for driving ROI driven growth strategies with an integrated marketing approach across digital marketing channels including SEO, SEM / Paid Search, Display, Email Nurture, Content Marketing and Social Media Marketing for brands such as AFR, Etrade Australia, Newcastle Permanent, Heritage Bank, Harvey Norman and Sydney Morning Herald. Aman holds a Software Systems Engineering degree from RMIT University.

Gareth McKay

Fund Accounting Manager

Gareth has extensive experience as an account manager in the financial services industry, having worked for Citco Fund Services Australia in several positions for over 10 years. Before joining Microequities, he was responsible for a team providing outsourced fund accounting and tax services to a range of clients within the Asia Pacific region and across a broad spectrum of fund structures and trading strategies. Gareth holds a Masters of Business from Deakin University and a Bachelor of Commerce from Macquarie University Sydney.

Fransisca Yunita

Fund Accountant and Administration

Fransisca is a Certified Practicing Accountant (CPA) from CPA Australia. She has over 10 years experience in the financial services industry, having worked for ING Australia, National Australia Bank and most recently The Trust Company, where she was a fund accountant. She has a Bachelor of Commerce (Accounting and Finance) from the University of New South Wales (UNSW).

Rosalyn Hill

Fund Accountant and Administration

Rosalyn has over 10 years experience in the financial services industry, having worked for Westpac Bank in several positions. She worked as a Senior Fund Accountant at the Commonwealth Bank and IOOF Global One (formally Australian Skandia). More recently she worked at Suncorp Bank as a Unit Pricing Analyst. She has a Bachelor of Commerce (Economics and Finance) from Western Sydney University.

Mimi Siddik

Fund Accountant and Administration

Mimi has 10 years experience in the financial services industry, having worked for State Street and JP Morgan as a Fund accountant and RBC Dexia, ANZ Bank as a Unit Pricing Analyst. She has a Bachelor of Commerce from Macquarie University.