Jamie Montgomery
David Bedford
Matthew Bottrell
Paul Burgon
Jason Coggins
Jason Ellenport
Greg Galton
Deryck Graham
Stefan Jacobs
Peter Magee
Adam Stanley
Joanna Sun
Sheryl Tan
Michelle Vu
Jamie Montgomery is a Co-Founder and Managing Partner of March Capital. At March, Jamie focuses on identifying disruptive next-generation technology companies and providing capital at a critical inflection point. He is responsible for leading investments, mentoring entrepreneurs, raising capital, communicating with investors, and building the organization and culture of the firm.
Jamie’s experience advising a generation of entrepreneurs and financing hundreds of leading technology companies over 25+ years as Founder and CEO of boutique investment bank, Montgomery & Co., provided not only a network but also a foundation for Jamie’s pivot to venture capital in 2014. He is also the Founder of The Montgomery Summit, an annual technology conference since 2004 that attracts over 1,000 global entrepreneurs, investors, and corporate executives to Santa Monica.
Jamie currently serves on the Board of Directors of ASAPP, Essential AI, Forter, & Overjet, and he is a Board Observer at EarnIn & ThoughtSpot. Additionally, Jamie was a Board Observer at CrowdStrike and played a key role in its growth as a private company.
Born in Seattle and raised in the Pacific Palisades, Jamie attended Pembroke College at the University of Cambridge (M.A., Economics) and the University of California, San Diego (B.A., Political Science), where he received the Changemakers Alumni award in 2022 and Illustrious Alumni Award in 2025. Jamie is passionate about supporting education, scholarship, youth formation, homelessness and hunger, and medical research, and he provides the leadership to March Capital’s community engagement and philanthropic programs. Jamie enjoys seeing entrepreneurs and members of the March team grow in their roles and achieve great success. Outside of work, Jamie dives into a stack of books and enjoys golf, travel, and time with family.
March Capital: The View From LA and the AI Innovation Economy Tuesday @ 10:15 AM
David specialises in advice, management and portfolio construction for private individuals, family groups and boutique institutions. With extensive experience in the financial markets industry, he assists in mitigating multiple risks, identifying opportunities, and forging a clear path ahead.
Clients appreciate David’s commitment to understanding their personal circumstances, challenges and aspirations, and exploring multiple options to deliver an ideal outcome.
David’s professional background spans 25 + years in financial services and his talents have been recognised as industry leading, as he has been named in the Barron’s Top 100 Australian Financial Advisers list for the last three years running. David is Partner of the Melbourne firm.Economic and Investment Update: Navigating Market Cycles and Playing the Long Game Tuesday @ 9:30 AM
Matthew Bottrell is the Chief Executive Officer & Chief Investment Officer at JFO Group, a Single Family Office based in Melbourne. Matthew’s remit ranges from investing and investment management to the creation of a legacy for the family and the management of wealth transfer for the family.
Matthew brings three decades of experience across Investment Banking, Strategy and Investment Management. Matthew has performed roles in Investment Management across Australia, the United Kingdom and Europe as both a Fund Manager and Portfolio Manager.
Matthew holds a Master of Law and a Bachelors degree in Economics and Accounting.
PWN Member and Family Office Panel: Investment Longevity in Uncertain Times Tuesday @ 2:10 PM
Paul is the Managing Partner and CIO of Lipman Burgon & Partners, focussing on sophisticated investment solutions for private clients and family offices.
As a founding member of Lipman Burgon & Partners, Paul has embedded a culture that puts clients’ interests ahead of the firm’s growth. He leads the investment and advisory teams and acts as Lead Adviser to family offices, tailoring investment programs, building governance frameworks, and managing succession programs.
With over two decades of experience across market cycles and having previously worked with Goldman Sachs, JBWere and Investec Private Bank, Paul is highly experienced in multi-asset portfolio construction strategies and allocation across public and private market assets. He has deep expertise in allocation modelling and manager due diligence with a network that unlocks unique investment opportunities for clients.
Paul is a key member of Lipman Burgon & Partners’ Investment Committee and has several academic and professional qualifications. These include a Graduate Diploma in Financial Planning, a Master of Applied Finance, and is recognised as a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA).
For three consecutive years, he has been ranked among Australia’s Top 25 Financial Advisers by US financial investment publication Barron’s.
Endowment-Style Investing and What It Means for Capital Allocation Tuesday @ 12:00 PM
Jason Coggins brings more than two decades of experience in investment strategy, asset allocation, research, and governance to the Lipman Burgon & Partners (LBP) Investment Committee. His career spans leadership roles across banking, private wealth, and institutional asset consultancy, with a track record of delivering disciplined, innovative, and client-focused investment outcomes.
Alongside his work at Lipman Burgon & Partners, Jason consults to Ellerston Capital on strategy, providing guidance across the firm’s capabilities, leading growth initiatives, and drives engagement with the family office and private wealth sectors. He also serves on the Advisory Board of Ibex Investors, chairs the Investment Committee at Initium Capital, and contributes to the investment governance of several other organisations, including Third Link, Australian Philanthropic Services, and Perks.
From 2014 to 2023, Jason was Partner and Head of Research at Koda Capital, playing a central role in developing the firm’s investment strategy from inception. His responsibilities included asset allocation, portfolio construction, and manager selection for private wealth, family office, and philanthropic portfolios. Under his leadership, Koda’s Investment Strategy Group gained recognition for sourcing and seeding unique, diversifying strategies in the Australian market, and for working closely with some of the country’s largest non-profit organisations and prominent family offices. Earlier in his career, he held senior roles at ANZ Global Wealth and institutional asset consultancy CPG/Grove Financial Services.
Jason’s expertise spans public and private markets, global macro strategy, and alternative assets. He is known for his analytical depth, pragmatic approach, and ability to lead through complexity while maintaining a clear focus on client success.
He holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.
Endowment-Style Investing and What It Means for Capital Allocation Tuesday @ 12:00 PM
PWN Member and Family Office Panel: Investment Longevity in Uncertain Times Tuesday @ 2:10 PM
Greg has over 25 years’ experience in traditional financial markets, encompassing asset management, capital markets and investment research. Greg has worked as a research analyst and head of research in both the funds management and stockbroking professions utilizing his skillset of financial modelling, company valuations, business model/strategy analysis, industry & market trends evaluation and economic analysis.
Greg first started looking into digital assets, specifically Bitcoin, in 2013 although it wasn’t until 2019 that he became more involved in the ecosystem as an individual investor. Having experienced first-hand the 2021-2022 boom-bust cycle of the cryptocurrency markets, Greg has developed a disciplined approach to buying and selling digital currencies.
Greg has a B.Com, majoring in banking and finance.
Bitcoin - The Future of Wealth in an Age of Currency Debasement ? Tuesday @ 11:20 AM
Over 30 years experience building and listing companies on the Australian Securities Exchange and 19 years experience as a public company director.
Deryck cofounded ASX:QHL, Australia’s largest independent advanced composites aerospace defence contractor, now with over $1 billion in contracts; supported the launch of ASX:RCE, a listed pharmaceutical company with a unique synthetic antiviral and antibiotic technology; and in his formative years co-founded, joint ventured and then sold Eagle Aircraft (which now forms part of Malaysia’s billion-dollar aviation industry).
He has been an active investor in the blockchain space since 2017, is the co-presenter of the weekly podcast Beyond Bitcoin and has engaged his passion for collectable cars into a charity event known as Classic Cars and Coffee, now the largest regular specialist car event in the Southern Hemisphere.
Bitcoin - The Future of Wealth in an Age of Currency Debasement ? Tuesday @ 11:20 AM
PWN Member and Family Office Panel: Investment Longevity in Uncertain Times Tuesday @ 2:10 PM
Peter is the Chief Investment Officer of MRB House. He is based in Melbourne and has been at the organisation since April 2022. Peter's remit is investing in the highest quality actively managed funds focused on international and domestic listed equities, private equity, venture capital and absolute returns.
Peter has a varied background with experience in investment banking, corporate M&A, private equity and investing in public stocks.
Peter holds an MBA from Melbourne Business School, a Bachelor of Commerce, a Diploma of Financial Planning and is a Chartered Accountant.
PWN Member and Family Office Panel: Investment Longevity in Uncertain Times Tuesday @ 2:10 PM
Economic and Investment Update: Navigating Market Cycles and Playing the Long Game Tuesday @ 9:30 AM
Drawing from her own background as a member of a family office navigating succession challenges and family conflict amongst the Generation 1 to 3, Joanna understands firsthand the intersection of family dynamics, governance needs, and wealth continuity. This personal experience, combined with her expertise in building family office advisory boards, enables her to create governance frameworks that honor both family relationships and business imperatives.
Joanna specialises in designing tailored governance structures for family offices and navigating the complex emotional dynamics of multigenerational wealth transitions. With extensive experience working with global families of significant wealth, she bringsa trauma-informed approach to succession planning, recognising how rapid wealth creation and family complexity impact decision-making across generations.
Born in China and raised in Australia, Joanna brings deep cultural intelligence to her work with Asian family enterprises and transnational wealth structures. She focuses on family enterprise planning, succession strategy, next-generation development, and establishing governance systems that support healthy family dynamics while protecting wealth across borders and generations.
Joanna holds a double Bachelor's degree in Business Management and Arts and a Master's degree in Financial Planning. Her specialised credentials include Certified Family Advisor and Advanced Certificate Family Advisor (Family Firm Institute), Certified Executive Chair (Advisory Board Centre), and the Company Director course (AICD).
Endowment-Style Investing and What It Means for Capital Allocation Tuesday @ 12:00 PM
