Jason Todd, CFA

Managing Director (Division Director)

Oversee the investment strategy team within the Wealth Management business. Chair of Wealth Management Investment Committee and Private Bank Investment Committee. Duties include designing investment processes (asset allocation, investment selection and portfolio construction), investment product views (daily, weekly, monthly research product), and investment outcomes including both tactical and strategic asset allocation and ways to implement via both direct and indirect investments. The marketing face for the Wealth Business including client presentations for existing and potential clients as well as across various business banking links. Idea generation, quality control and presentation across all areas of investments domestically and internationally sit within the mandate.

Managing Director (Division Director)

Responsible for Australian macroeconomic research and equity strategist (ESG, Quantitative Analysis, Economics, Database and Australian Equity strategy). Functions include writing market, sector, thematic and stock specific equity and macroeconomic product, asset allocation both strategic and tactical including views across all asset classes – both domestic and international. Portfolio construction – both internally and externally for institutional and private clients. Regular presentations across all levels of management – board, CEO, analyst, advisor, fund managers.

Managing Director

Responsible for Hong Kong-China equities product (sales + research) and Asian regional strategist. Direct responsibility for and running equities business for ~100 staff. Regular reporting into regional management and firm CEO and CFO. Specific responsibility included oversight of all HK/China product (client accounts, sales efforts, research product) as well as managing the day to day operations of the HK / China office. Regional equity strategy responsibilities include country + stock allocation, both top down and bottom up. Regional and country marketing duties including both tactical and strategic asset allocation decisions. Internal clients include CIMB Private back (US$7bn) as well as senior leadership (on-going participant in the Annual Management Summit). Have been a regular marketing analyst into the Australian and global macro client base.

Executive Director

Joined Morgan Stanley as US strategist in November 2007 and from January 2009 assumed Morgan Stanley’s US Equity strategist. Took over the role of Global equity strategist in July 2009. Was a member of Morgan Stanley’s private wealth management global asset allocation committee and have significant experience in both tactical and strategic asset allocation decision making. Regular presentations to global wealth committee and advisors. Significant marketing experience globally.

Joined JPMorgan’s #1 rated global equity strategy team in New York as the #2 in the US equity and global equity strategy teams. Primary responsibility for the US based strategy team and London based global strategy team. Oversaw US and global equity market views, product and marketing. Deep knowledge in equity markets and asset fundamentals.