The Alpha Team
Head of Funds Management
William is responsible for managing Alpha Fund Managers' range of multi-manager funds and the Alpha team.
William joins Alpha Fund Managers from United Funds Management, a multi-manager with over $10 billion in funds under management, where he was a Senior Investment Analyst covering manager research and portfolio construction as well as sitting on the Investment Policy Committee.
Prior to this, Wang spent five years employed as a Senior Investment Analyst with Mercer Investment Consulting in Auckland, New Zealand. In this role he provided investment advice to a range of institutional clients including superannuation schemes, charities and other institutional investors. He was also directly involved with Mercer's master trust operations.
William has an MBA from Melbourne University and is a CFA (Chartered Financial Analyst) Charter holder.
Senior Investment Analyst
Julien is responsible for assisting the Portfolio Manager with manager selection including qualitative and quantitative analysis, asset class and macro economic research. In addition he performs portfolio analytics and performance reporting for the Alpha Fund Managers' range of funds.
Prior to joining Alpha Fund Managers Julien worked as an analyst at Deloitte and spent 5 years in London in Investment Banking with positions in Structured Credit and Treasury at BAML, RBS, HSBC and more recently at CBA in Corporate Banking.
Julien has a CPA and is a level 1 CFA candidate.
Elaine is responsible for supporting the investment team in reporting and analytics, portfolio construction, manager selection and other related fund activities. During her career, Elaine has worked as an analyst at Morgan Stanley Wealth Management and more recently at the Myer Family Office.
She has a Bachelor in Commerce (Honours) from Monash University, Diploma in Financial Planning and has successfully completed level II of the CFA program.