Corporate Governance

Pacific Current Group is committed to maintaining strong governance and ethical policies and procedures. We support and engage our employees by providing meaningful opportunities to develop professionally, grow within the company and contribute to our communities.


Codes and Policies

Other Procedures

Board of Directors

Michael Fitzpatrick

Mike has nearly four decades of experience in the financial services sector. After a career in investment banking in Australia and the United States, he founded Hastings Funds Management Ltd (‘Hastings’), one of the largest and most pioneering managers of infrastructure and alternative assets in Australia. He served there as managing director until he sold his interest to Westpac Banking Corporation.

In addition to serving as our Chairman, Mike is a non-executive director of Infrastructure Capital Group, a boutique manager of $1.4 billion of energy and infrastructure assets. He also holds several other non-executive directorships for organizations including the Walter & Eliza Hall Institute of Medical Research, Latam Autos Limited, and Carnegie Wave Energy Limited. He also served for roughly a decade as the Chairman of the Australian Football League, before stepping down in early 2017.

Mike holds a B.Eng. (Honours) degree in electrical engineering from the University of Western Australia and a B.A. (Honours) from the University of Oxford, where he was a Rhodes Scholar.

Paul Greenwood

As our firm’s Managing Director, Global Chief Investment Officer, and President – North America, Paul provides overall leadership and strategic vision, as he spearheads the growth efforts of the firm and guides our global sourcing, investment and portfolio management teams. Paul was a co-founder Northern Lights Capital Group (now Pacific Current Group). Prior to Northern Lights, Paul served as director of US Equity for Russell Investment Group (“Russell”), where he managed a team of more than 20 investment professionals who were responsible for all of Russell’s U.S. equity oriented portfolio management and research activities. He also served as a Russell spokesperson and authored many articles and research commentaries related to investment manager evaluation.

Paul graduated with a BA in Finance from Washington State University and is a Chartered Financial Analyst.

Joseph Ferragina

As Chief Financial Officer and Chief Operating Officer in Australia, Joe oversees the firm’s finance and accounting functions, as well as the due diligence of new opportunities and transaction execution. Prior to joining Treasury Group (now Pacific Current Group), he spent a decade in the property funds management industry, working in senior finance roles including Head of Finance at DB RREEF (now Dexus) and Chief Financial Officer of Ronin Property Group. Joe initially started his career in chartered accounting specialising in business services and taxation.

Joe is a graduate of the University of New South Wales (BCom) and holds a Master of Applied Finance from Macquarie University. He is also a Chartered Accountant, a Fellow of the Financial Services Institute of Australasia (FFin) and a Graduate of the Australian Institute of Company Directors (GAICD).

Tony Robinson

As Executive Director of Pacific Current Group, Tony focuses on daily business in Australia and manages our firm’s Investor Relations. Tony has significant expertise and experience across industries including banking, financial services, telecommunications, and transportation. Prior to Pacific Current Group, Tony held executive roles including CEO of Centre Point Alliance and managing director of IOOF Ltd and OAMPS Limited. He is also a director of two other ASX-listed entities, Bendigo and Adelaide Bank Limited and OnCard Limited, and holds several directorships of private companies, including River Capital Pty Ltd.

Tony earned a BCom and an MBA from the University of Melbourne.

Trent Erickson

As Chief Operating Officer – North America, Trent manages all operations in the United States and works closely with finance, legal, human resources, sales & marketing, and investments. Trent also works with our boutiques on a variety of financial and operational projects. Trent served as Chief Financial Officer at Northern Lights Capital Group (prior to merger with Pacific Current Group). Previously, Trent worked for more than 12 years at Deloitte, where he consulted on a variety of tax issues and serviced clients in the venture capital and private equity markets. Trent began his career in Washington, DC, assisting Senator Slade Gorton on commerce, transportation, and judiciary issues.

Trent graduated with a BA in political science from Pacific Lutheran University and also holds a JD/LLM/MBA from the University of Washington.

David Griswold

As General Counsel and Chief Compliance Officer of Pacific Current Group, Dave serves as the internal legal advisor on all major business dealings and transactions and oversees compliance and risk management for the firm. Previously, he was General Counsel and CCO at Global Index Group, a start-up that develops financial indexes for use in ETFs and similar products. Prior to Global Index Group, he spent more than 19 years at Russell Investments as the firm’s Associate General Counsel and Director of Global Regulatory policy. During his time at Russell, Dave represented a number of the firm’s business lines, including aspects of the firm’s 1940 Act mutual fund products, brokerage firms and Asia-Pacific offices.

Dave graduated with a BA in Economics from the University of Washington and holds a JD from the University of Chicago.

Mike Daley

As Managing Director of Investments for Pacific Current Group, Mike is primarily responsible for deal execution, manager evaluation, and product development. He works closely with our affiliates to help them grow their businesses and leads the firm’s seeding platform, which he also developed. Prior to joining our firm, Mike was the Director of Product Development for Accessor Capital Management. While there, he facilitated the launch of new investment vehicles and designed a patent-pending investment planning tool used by financial planners nationwide.

Mike graduated from University of Massachusetts with a BS in Resource Economics.

Stephen Bramley

As Managing Director of Business Development in Australia, Steve Bramley leads new business development, marketing and distribution across the Asia Pacific region for Pacific Current Group’s boutique investment managers. He manages key relationships with asset consultants, research houses and fiduciaries responsible for investing on behalf of key stakeholders. Stephen has more than two decades of experience in the investment management industry and has worked in institutional distribution roles with investment management firms such as MLC, Russell Investments, and Mercer Australia, where he led their institutional sales team for five years.

Steve graduated with a BCom in Banking in Finance from the University of Canberra.

Justin Kroll

As Managing Director of Business Development, Justin leads our new business development, marketing and client service efforts in North America. He also manages key relationships with consultants and institutional investors in the western United States—raising more than $3 billion in assets for our managers since joining the firm. Driven by Pacific Current Group’s commitment to long-term partnerships, Justin enjoys working within our smaller, more intimate culture, where he can really get to know each of our managers and help them reach their next stage of growth.

Justin joined our team in early 2016, after working with WHV Investment Management. Previously, he discovered his passion for working with start-up managers at Steelpath Advisors, an MLP manager, where he helped the team grow their assets from $100 million to $3.5 billion in less than two years. Justin has also held director positions at Lincoln Financial Distributors and Janus Capital Group.

He graduated with a BS in Business Administration from the University of Nebraska-Lincoln and an MBA from the Daniels College of Business at the University of Denver. He enjoys spending time with his wife and three kids, fly-fishing, mountain biking, and following his favorite sports teams: the Denver Broncos, the Chicago Cubs, and the Nebraska Cornhuskers.

Keegan Borgias

As Director of Business Development, Keegan is responsible for new business development and client services for institutional investors and investment consultants across the midwestern United States. In her previous role as a business development associate, she helped launch new brand assets and execute marketing and sales strategies for several of our partners, including Blackcrane Capital, EAM Investors, GQG Partners, and Seizert Capital Partners.

Prior to joining Pacific Current Group in 2014, Keegan worked for multiple teams in the marketing department at Transamerica Capital, including web design, digital marketing, and mutual fund marketing.

She graduated with a BBA from the Hankamer School of Business at the University of Baylor in Texas. A Colorado native and adrenaline-seeker, Keegan most enjoys adventuring in the mountains, from skiing after big snow storms to climbing all of the 14ers. She also loves spending time with her family at their place in Lake Tahoe.

Ron Patel

As Finance Manager and Business Analyst, Ron prepares and analyzes financial models for Pacific Current Group’s management team and board of directors. He also manages the firm’s budgets, forecasts and cashflows, and produces investor relations materials for our shareholders. Ron is someone who always looks for gains in efficiency and streamlining processes.

Ron joined Treasury Group, the predecessor to Pacific Current Group, as an accountant in 2008.

Ron graduated from University of New England with Master of Professional Accounting. He is a CPA and currently enrolled in CFA Level III. His professional passion for investments, equities and accounting is matched with a love for golf, tennis and photography.

Heather Dolan

As Financial Controller, Heather manages our firm’s financial reporting function in North America. She brings a strong financial background from both her long tenure as an auditor in Big 4 public accounting, as well as past financial experience with public company reporting.  These experiences give her the opportunity to work with our portfolio companies to explore and improve their financial reporting systems.

Before joining our team, Heather worked in the music software industry with Rhapsody International, leading the financial portion of the company’s global expansion—from the United States alone to more than 35 countries worldwide. Previously, she worked with Avalara, a tax software business, and spent more than a decade with Ernst & Young’s audit and business advisory services teams in San Francisco, Seattle and Portland.

Heather graduated with a BA in Business Administration, with an accounting concentration, from the University of Washington. She’s happiest when she’s with her young daughter or spending time with family—in sun, rain or snow—at their mountain cabin. She also enjoys sailing.

Maria Josephine Batoon

As Financial Controller in Australia, Maria looks after financial reporting and taxation requirements of our group’s Australian entities and coordinates global financial reporting. Among her many contributions to the group over the years, she provides technical expertise around Australian financial reporting standards as they relate to reporting Pacific Current investments – from acquisition to disposition.

Before joining our team in Australia, Maria was most recently a senior accountant at Stockland Corporation Limited. She also worked as a senior accountant at JP Morgan Investor Services and as an accountant at Principal Global Investors. She is both a Certified Public Accountant and a Certified Internal Auditor.

A native of the Philippines, Maria earned her BS in Accountancy from the University of the East in Manila. She’s an avid reader and says that the home she shares with her family is her happy place.

Margaret Foster

As Compliance Manager and Senior Paralegal, Margaret manages our firm’s compliance-related functions, including preparing and submitting all the firm’s regulatory filings, maintaining and monitoring the code of ethics, renewing insurance policies, and assisting in the review and drafting of legal documents. By defending our firm’s high ethical standards, Margaret continues to play a key role in expanding Pacific Current Group’s vision.

Before joining our team, Margaret worked with Russell Investments for 27 years, most recently as a compliance officer, where she performed global regulatory filings and educated investment associates about their compliance responsibilities. Previously, she supported Russell’s mutual funds as a paralegal.

Margaret graduated from the University of Washington with a BA in Business Administration. She tries to spend as much time as possible with her family and friends and enjoys skiing, hiking and traveling.

Renae Delegard

As Operations Specialist and Office Manager, Renae keeps our North American offices up and running every day, managing areas of our human resources functions, coordinating IT requests, and processing accounts payable and receivables. She also helps our overseas offices organize their operations and procedures.

Renae joined our team in 2006, and has remained a positive force, helping the team navigate several big projects and changes over the years. Before joining our team, she spent more than 19 years at KeyBank as an executive assistant and area retail coordinator.

A Tacoma native, she attended Tacoma Community College. She enjoys exercising, traveling, cooking and spending time with her family, her friends and her dog, Dewey.

Peter Kennedy

Peter is the founding partner of commercial law firm Madgwicks Lawyers and has more than 40 years of experience in commercial law, advising a broad range of clients across a variety of sectors. He leads the firm’s Dispute Resolution practice and plays an integral role in the governance and management of the firm, having been Madgwicks’ Managing Partner for 10 years.

He is also Chairman of Treasury Group Investment Services Ltd, a wholly owned subsidiary of Pacific Current Group.

Peter’s formal qualifications include a B.Ec, an LL.B., and an LL.M (Tax) from Monash University.

Jessica Rettig

As Senior Marketing Associate, Jess works closely with our boutique partners and distribution team to showcase what makes the strategies in our portfolio distinctive and beneficial for investors. She has always loved the challenge of communicating complex concepts and processes to different audiences and now continues to learn and experiment with new ways to promote the growth of our affiliates.

Before joining our team in September 2017, Jess worked at the Frederick S. Pardee Center for International Futures at the University of Denver, an academic center focused on long-term, integrated forecasting methods. Previously, she was a communications strategist with Bang Australia, a B2B digital creative agency in Sydney. She started her career covering national politics and policy issues as reporter with U.S. News & World Report in Washington, DC.

Jess graduated with a BA in English from Georgetown University and an MA in Global Finance, Trade and Economic Integration from the Josef Korbel School at the University of Denver. She likes traveling, yoga, cooking, and live music, and spends most weekends hiking or skiing in the Rocky Mountains.

Melda Donnelly

Melda, a chartered accountant, is the founder and former chairperson of the Centre for Investor Education, a specialist education and consultancy firm for executives in Australian superannuation funds, institutional investment bodies and the financial services markets. Melda’s previous work experience includes serving as CEO of the Queensland Investment Corporation, deputy managing director of ANZ Funds Management and managing director of ANZ Trustees.

Melda is also a director of JA Russell & Co Sdn Bhd and was formerly deputy chairperson of the Victorian Funds Management Corporation and non-executive director of Ashmore Group Plc. In addition, she is a member of the Advisory Committee of the Oxford University Centre for Ageing.

She has a Bachelor of Commerce from the University of Queensland.

Amelia Chapman

As our business support coordinator, Amelia manages our Sydney office and supports the global finance team.

Before joining Pacific Current Group in 2016, she worked with Park Avenue PR, a subsidiary of M&C Saatchi.

Amelia graduated from Macquarie University with a BA in Media. She loves spending time with family and friends and has passions for travel, fashion and fitness.

Gilles Guérin

Gilles is CEO of BNP Paribas Capital Partners, where he has worked for the past five years developing the alternative investment capabilities of the BNP Paribas Group. He previously served as chief executive officer and president of Natixis Global Associates and executive of Natixis AM North America. He also held executive and senior leadership roles at HDF Finance, AlphaSimplex, IXIS AM and Commerz Financial Products.

Gilles has more than 20 years’ experience in capital markets and investment management. This includes cross asset class experience spanning the equities fixed income and commodities markets, with a specific focus on alternative strategies and hedge funds.

During a career that has spanned the globe, Gilles has managed relationships with investors and distributors in Europe, the United States, Japan, the Middle East and Australia. He has operated distribution capabilities worldwide and developed new products and investment capabilities. He has served on the board of various investment companies, including Aurora Investment Management. Throughout his career, he has liaised with regulators across various jurisdictions and worked with top investment industry thoughtleaders, including Andrew Lo and Dan Fuss.

Gilles studied engineering at the National Higher French Institute of Aeronautics and Space.