Our Team

The core experienced team has worked with high net wealth families implementing successful long term investment solutions.  

Sam Chipkin
Sam Chipkin
Founder & Chief Investment Officer

Background

Prior to founding 5AM Capital in 2022, Sam had 16 years of investment and finance experience – including Family Office, Listed and Unlisted Global Equities experience.

Sam has five years of family office investment experience as Chief Investment Officer and Investment Committee member across two family offices managing significant intergenerational long dated capital.

Prior to this, Sam enjoyed a successful 11-year investment and investment banking career with Macquarie Capital in New York and Sydney where, amongst many other learnings and competencies, he developed a strong appreciation for businesses with long dated durable revenues and high margins.

Qualifications

Sam holds a Combined Bachelor of Commerce and Laws from UNSW. Sam has held seven board directorships across portfolio companies and non-for profits.

Tom Perfrement
Tom Perfrement
Investment Manager

Background

Tom is a passionate investor with funds management, management consulting and software strategy experience. Tom previously worked in the strategy team of a large (US$25bn+), high growth Australian software company (Canva) focused on M&A, due diligence, modelling and growth strategy. Prior to this, Tom worked at L.E.K. Consulting, where he worked across a range of industries undertaking strategic, vendor and commercial due diligence for private equity clients.

Qualifications

He holds an MBA from the University of Oxford with Distinction and a Bachelor of Chemical Engineering from UNSW as a Co-Op Scholar, receiving the Lyceum Prize for 1st placed thesis.

Glenn Poswell
Glenn Poswell
Partner & Advisor

Background

Glenn was previously a Founder and the Chief Executive Officer of Ellerston Capital Ltd an alternative asset management business established to manage the Packer Family’s wealth and external investors capital in public equity markets and managed fund investments. Over the period at Ellerston Capital, assets under management grew in excess of $4 billion to become a global leading alternative asset manager. Prior to this, Glenn was Head of Asia Pacific, Deutsche Bank's - Absolute Return Strategies Group. Glenn established this business into the market leader and was a member of the Investment Committee and Compliance Committees. He is also Co-Founder of Centennial Asset Management, a boutique asset management business with a bias towards small and mid-cap Australian equities.

Qualifications

Glenn holds a Bachelor of Arts / Bachelor of Commerce from Monash University, Melbourne. He has worked closely with several of Australia’s wealthiest families and has decades of funds management and investment experience.

Leah Bailey
Leah Bailey
Distribution & Operations

Background

Leah’s career spans FX, margin lending at BT Financial Group, hedge fund relationship roles, UBS (Fixed Income and Risk Managed Products), and client service for UHNW multi-family offices. She has also led investor relations for global hedge and property funds.

Expertise

Her expertise includes FX, margin lending, hedge fund relationship management, and client service for UHNW multi-family offices.

Siddesh Karekal
Siddesh Karekal
Investment Analyst Intern

Background

Siddesh is currently pursuing a Bachelor of Advanced Finance and Economics at the University of Queensland, where he is a Stavros Niarchos Foundation Scholar and a member of the Liveris Academy for Innovation and Leadership. His academic journey began at the Queensland Academies of Science, Mathematics and Technology, where he achieved an IB score of 43.75 (99.55 ATAR) and received the Platinum Award for academic excellence.

At UQ, Siddesh has held leadership roles in organizations such as UQIES and UQ Fintech, and served as a team leader at 180 Degrees Consulting. He has demonstrated his analytical skills through participation in various case competitions, including winning the Deloitte Access Economics Case Competition.

Beyond academics, Siddesh co-founded the Australian Access Academy, a charity providing free tutoring to rural students.

Qualifications

Bachelor of Advanced Finance and Economics (in progress), University of Queensland

5AM Expert Industry Panel

5AM Capital has established an experienced global expert network panel of trusted contacts to assist us to navigate trends and insights in the following verticals of interest to 5AM Capital.

Classifieds Expert
Expert Panel – Classifieds
Sector Specialist

Background

Female executive with roles across property data and online classifieds businesses in Australia and the US.

Software Expert
Expert Panel – Software
Sector Specialist

Background

Early employee at a global software technology business with decades of investing experience.

Infrastructure Expert
Expert Panel – Infrastructure
Sector Specialist

Background

Former senior global executive with over 25 years of infrastructure and energy investing experience.

Our Fund Structure

We are utilising a best-in-class fund structure with segregated accounts, trustee and custody function with highly reputable and experienced third-party custody, fund administration and registry services.

Unitholders

Unitholders

Investors in the Fund

Gannet Capital

Trustee

Gannet Capital (AFSL 340799)

Interactive Brokers

Custody

Interactive Brokers – asset holding

Unity Fund Services

Fund Administrator

Unity Fund Services – books & records

One Registry

Unit Registry

One Registry – unit pricing & NAV

DLA Piper

Legal / KYC / AML

DLA Piper & Olivia123

5AM Capital

Investment Manager

5AM Capital Pty Ltd – portfolio management

A 5AM start in Sydney provides headspace and more time to connect with Sam’s international network.

Warren Buffett believes his out of the way location in Omaha to have been instrumental in allowing him to focus on long term investments – without distraction. Similarly, Sam sees Sydney as a surprisingly great location to manage a long term and primarily international portfolio.

For us, it heightens the distinction between investing and trading.

5AM Capital: Own the irreplaceable.

Preservation. Generation. Succession.
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