Investment team

Head of Fixed Interest
Mark Beardow, BEc, F Fin, CFA

Mark was appointed as Head of Fixed Interest in August 2006. In this role, he is responsible for the management of AMP Capital’s active fixed interest strategies including Credit Markets, Structured and High Yield Debt, Interest Rates, Money Markets and Currency and over 20 investment professionals across Australia and New Zealand. Mark also serves as the Chair of the Credit Investment Committee.

Mark has over 17 years’ industry experience. He originally joined AMP Capital’s Credit Markets team in 1998 and during this time developed a highly regarded specialist credit capability. He also oversaw the Credit Market team’s expansion from three to eight people. Mark brings international experience to his role, having worked in London for Credit Suisse Financial Products and Swiss Bank Corporation in credit risk management and quantitative analysis positions. Previously, Mark was Associate, Credit Portfolio at JP Morgan Australia, where he was responsible for credit analysis and exposure strategies.

Global Head of Private Debt
Andrew Jones, BA(Ec)

Andrew joined AMP Capital in January 2000 as Associate Director, Infrastructure and Private Debt before being promoted to his current role as Global Head of Private Debt, reporting to Chief Investment Officer Mark O’Brien. He is responsible for managing AMP Capital’s high yield debt funds for a range of wholesale clients, together with a portfolio of sub-investment grade assets for AMP Life. Andrew’s role also includes the origination of new investment opportunities (in Europe as well Australia), managing existing assets, and investor relations.

Andrew brings extensive experience to his current role, having previously worked as Associate Director within the Project and Structured Finance division of National Australia Bank and the Structured Finance team at County Natwest.

Head of Credit Markets
Jeff Brunton, (Hons) CFA

Jeff joined AMP Capital in January 2008 as Head of Credit Markets. Jeff is responsible for the overall business strategy, setting macro credit strategy and overseeing the credit investment process. He is also responsible for developing the derivative and global credit capabilities in the team as well as building the investment process to include more complex credit-based strategies.

Prior to his appointment at AMP Capital, Jeff was employed by QIC in Brisbane from 1992, with recent roles including Head of Global Credit, and Head of Australian Fixed Interest and Cash. His responsibilities included managing global credit research and strategy, managing an extensive product development pipeline, extensive involvement with client and consultant relationships, and leading the development of innovative investment research processes and portfolio and risk management techniques. Jeff brings extensive experience in all global credit markets and products from bonds, loans, derivatives and structured credit, together with impressive leadership skills. Jeff holds a Bachelor of Commerce with First Class Honours and Bachelor of Laws from Queensland University. He is also a CFA charterholder.

Head of Macro Markets
Simon Warner, BSc, MSc Economics

Simon Warner joined AMP Capital in March 2007 as Head of Macro Markets within the Fixed Interest and Currency team.  Simon is responsible for managing active macro management investment processes in duration, currencies, and semi and swap spreads, across A$10 billion to A$15 billion of assets and portfolios.  Simon is also leading the development of new strategies to manage global rates and credit sectors.

Prior to joining AMP Capital, Simon was employed with JPMorgan Chase, and more recently as Australasian Chief Investment Officer based in Singapore. He previously held investment management roles in Sydney and London.  His focus was on managing risk across money markets, bonds, swaps, currencies and equities.  Simon holds a Masters degree from the London School of Economics.

Head of Portfolio Construction & Risk Management
Kristen Leonard, BMathFin(Hons), CFA, FFin

Kristen joined AMP Capital in 1996. He is responsible for risk management of fixed interest portfolios and research on fixed interest and currency. Prior to his current position Kristen was a Portfolio Manager for inflation linked and indexed portfolios. He was involved in the development of quantitative techniques for fixed interest portfolio management, the establishment of the Australian fixed interest index portfolio, and helped implement the Australian Fixed Interest Performance Attribution System. He has also held portfolio management responsibilities for both passive and active mandates including the structuring and management of two funds for Japanese investors.