Generate’s investment decisions are overseen by an investment committee that has more than 80 years of combined investment expertise.
Peter has 20 years’ experience in the investment banking industry, retiring to pursue his own business and consultancy activities. He is currently a director of Argosy Property Limited, Chairman of Burger Fuel Worldwide Limited and Trust Investments Management Limited. Peter is also a Trustee of the Melanesian Mission Trust Board, a member of the Institute of Finance Professionals New Zealand Inc., and a director of several other private companies.
Sam has 19 years of financial markets experience. In late 2012 he co-founded Generate and since then has been the portfolio manager and executive director. In Generate's short tenure it has delivered some market leading performance with its Growth Fund being the top performing fund in the 'Growth Category' for calendar years 2014 and 2015. Prior to Generate, Sam worked in fixed income sales and trading for the National Bank of New Zealand Treasury, co-managed the bond desk for First NZ Capital, and led the investment management of a sizeable multi-asset family portfolio. He also worked for three years in London in fixed income trading and origination.
Henry has 18 years’ experience in the financial markets. In late 2012 he co-founded Generate and since then has been the CEO, an active part of the investment executive and a member of the Investment Committee. From 2007 to 2011 he was Senior Portfolio Manager responsible for investments across all asset classes and part of the executive management at Huljich Wealth Management. He has also worked with Credit Suisse and Abbey National in London and with a private family investment company in Auckland across equity, fixed income and property investments.
Scott has been General Counsel & Company Secretary of Auckland International Airport Limited since February 2016. An M&A and corporate finance lawyer by background, Scott previously served as General Counsel and Executive Director of global telecoms company, Oooredoo Asia based in Singapore. Scott spent the last 17 years living and working in the UK, Asia, New Zealand and the Middle East after joining law firm Bell Gully from university. During his time with Ooredoo Asia, he was a director of various companies including Ooredoo Myanmar and Liberty Telecoms. Scott has a Masters in Law from Oxford University (Wolfson College) and has completed an Executive Management course at Chicago University’s Booth School of Business. He obtained his degrees in Bachelor of Arts, Major in English Literature, and Bachelor of Laws from Victoria University. He is also admitted to the Bar in New Zealand, New South Wales and the United Kingdom.
Nick is an advisor to a London based fund manager. He has over 20 years’ experience working with various financial institutions and investment firms in New York and London. He has primarily focused on investment portfolios but in addition he brings deep operational experience in dealing with the changing risk and regulatory environments. Nick also worked at First Union in New York from 1995-1999 in an institutional sales role.