Our People
Our Leadership
Daniel Pi
Daniel is the Managing Director and Founder of Coterie Capital, and Chairman of the Investment Committee.
He has over 17 years of professional and investment management experience across Asia-Pacific spanning a diverse array of industries such as Agriculture, Basic Materials, Building Materials, FMCG, Chemicals, Technology, Media and Tourism & Leisure.
Prior to founding Coterie Capital, Daniel was a senior member of the flagship Australia Share Fund at Ellerston Capital, which managed $3.5bn FUM. He previously held positions at Deutsche Bank and KPMG.
Daniel holds a Bachelor of Commerce (Accounting and Finance) degree from the University of New South Wales.
Timothy Cheung
Timothy is the CEO of Mantis Funds and Non-Executive Director of Dalton Street Capital and Forum 360. He is also a member of the Advisory Board of Payreq.
Prior to launching Mantis Funds, Timothy held senior positions at Perpetual Investments, Morphic Asset Management and Colonial First State Global Asset Management.
Timothy holds a Master of Business Administration (Honours) degree from the Wharton School at the University of Pennsylvania. He also holds a Master of Commerce (Honours) degree and a combined Bachelor of Commerce/Laws degree from the University of New South Wales.
Our Advisory Board
Harvey Kalman
Harvey has more than 30 years experience in the financial services sector, most recently as Managing Director (UK and Europe) and Global Head of Business Development, Fund Services for Equity Trustees (ASX: EQT). He was responsible for the expansion of Equity Trustees Fund Services to overseas locations as well as leading business development across all locations in Fund Services (Australia, UK and Europe) whilst continuing to grow and strengthen the UK and Ireland businesses.
Harvey is currently a Board Director and Chair of the Board Audit & Investment Committee of the Menzies Foundation; Non-Executive Director and Chair of the Risk Committee of Arbitrium Capital Partners and Chair of the Financial Planning Advisory Board of Deakin University.
He previously held senior roles at ANZ, KPMG and the Australian Society of Corporate Treasurers.
Mr Kalman holds a Bachelor of Economics (Economics and Econometrics) from Monash University and has completed the Senior Executive Leadership Program at Columbia Business School, Columbia University.
Rudi Engelbrecht
Rudi is the Founder and Managing Director of Paradigm Global Solutions, which designs innovative technology and administrative solutions for financial services. He is also a co-founder and joint-CEO of Lautus Solutions, a fully managed investment administration platform providing wealth administrators with straight through processing and seamless execution.
Prior to founding Lautus Solutions, he held the position of Chief Technology Officer at Equinox Financial Solutions where he oversaw the development and launch of a market leading online investment platform.
Earlier in his career he worked on a variety of solutions in both South Africa and the U.S.A, including the development of Momentum Wealth's investment platform.
Mr Engelbrecht holds a MSc Computer Science and a BSc Computer Science both from the University of Pretoria.