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October update
Watch the BTIM investment team present their views on current market conditions and the outlook for investors.
Senior Management Team
Dirk Morris
Chief Executive Officer
Chief Investment Officer
Dirk Morris joined BT Financial Group in October 2006 and is responsible for overseeing the strategic direction and management of BTIM’s investment capabilities across all asset classes.
Dirk began his career at the Reserve Bank of Australia in Sydney and has over 24 years experience in finance. During this time, Dirk has held a number of senior investment appointments in Australia and internationally. Dirk’s previous appointments have included Chief Investment Officer (Currency) at Putnam Investments, Head of Global Strategy at Bankers Trust, Head of Currency at JP Morgan and Global Economist with Lehman Brothers.
Dirk holds a PhD International Finance from the Graduate Institute of International Studies, Geneva and a B.A. Economics and Politics (Honours) from Macquarie University, Sydney.
Earle Macgregor
Chief Financial Officer
Earle Macgregor is responsible for the overall financial operations and reporting of BTIM.
An experienced CFO and chartered accountant, Earle has previously held the position of Chief Financial Officer for Bluestone, Mortgage Choice and Freedom Group, worked for several years in a business advisory role with PriceWaterhouseCoopers and spent three years as Financial Controller of the Daily Mail (Associated Newspapers) in the UK.
Earle has worked with a range of large and mid-sized companies with significant organisational and life cycle changes, including IPOs and trade sale exits.
Phil Stockwell
Chief Operating Officer
Phil Stockwell has responsibility for the commercial operations of BTIM, including operational risk, product management and development, client services, technology and human resources.
Phil has had a diverse professional career in distribution, corporate strategy and operations. Previously he was a management consultant with McKinsey and Company in Sydney and New York, and KPMG in Brisbane.
Phil holds an MBA from the Australian Graduate School of Management and Bachelors degrees in Commerce and Economics from the University of Queensland. Phil is also a member of the Institute of Chartered Accountants of Australia.
Martin Franc
Head of Sales & Marketing
Martin Franc joined BT Financial Group in 2006. Martin’s primary responsibility is the management of the Institutional, Wholesale and Private Client Sales teams within BTIM’s Investment Management business unit.
Prior to joining BT Financial Group, Martin was responsible for the sales and marketing activities for Putnam Investments in Australia and New Zealand. Martin began his professional career in the funds management industry with Bankers Trust in 1994.
Martin holds a Bachelor of Arts degree (Political Science) and a Graduate Diploma in Applied Finance and Investment (ASIA).
© BT Investment Management 2008