Copia’s Board ensures we always act in the best interests of our shareholders, investment managers and investors.

Led by highly respected and long-standing financial services executive, M H Charles Baillieu, the Board of Directors independently oversees and sets Copia’s strategic direction.

Charles Baillieu

Non-Executive Chairman

Charles has over 40 years’ experience in financial services and is well regarded within the Australian investment community. He is a director of several private companies including Mutual Trust and is a member of Mutual Trust’s investment committee.

Sidney Myer, AM

Non-Executive Director

Sidney is a highly respected executive in Australia’s business community and is the Chief Executive Officer of Yulgilbar Group of Companies. He is responsible for developing and managing local and international investment portfolios and agricultural interests in Australia, as well as overseeing Yulgilbar’s property and business interests.

Bruce Loveday

Non-Executive Director

Bruce has extensive experience in financial services both in Australia and overseas. He is currently chairman of Burnham Capital and ARCO Investment Management and chairs the Advisory Board for the Tribeca Global Natural Resources Fund. Bruce was previously chairman of Bennelong Funds Management from 2010 to 2014 and Praemium from 2012 to 2016.

Copia Investment Partners Board - Peter Polson Non-Executive Director
Peter Polson

Non-Executive Director

Peter is current Chairman of Challenger, and previously held the position of Group Executive, Investment and Insurance Services at the Commonwealth Bank. He retired from the Commonwealth Bank in October 2002. Since the early 1990s, Peter has held several executive roles in financial services, including positions at the Colonial group and National Mutual Funds Management (International). Peter is also Chairman of IDP Education.

Copia Investment Partners - Sam Baillieu - CEO 2018 1
Sam Baillieu

Chief Executive Officer

Sam is Copia’s Chief Executive Officer and is responsible for establishing and managing partnerships with investment managers and delivering them the resources, infrastructure and services they need to prosper. Sam joined as one of the founders in 2000 and serves as an Executive Director on Copia’s Board.

Iain Mason

Executive Director

Iain has over 40 years’ experience in the financial services industry and is an active member of several boards. He currently holds the position of Executive Director, Institutional Sales at Copia.

Robert Frost

Executive Director

Robert is Head of Investments at OC Funds Management, an investment manager partner of Copia. He is responsible for managing the OC Premium Small Companies, Dynamic Equity and Micro-Cap Funds. Since joining OC as a Portfolio Manager in 2001, he has focused on the small and mid-cap segments of the market.

Sam Cole

Company Secretary

Sam is Copia’s Chief Operating Officer and is responsible for providing marketing, operations and compliance services to Copia’s investment manager partners. Sam has been an executive team member since 2007.