Our Team

An experienced team with deep expertise across global equities, family office investing, and institutional asset management.


Sam Chipkin

Sam Chipkin

Founder & Chief Investment Officer
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

Combined Bachelor of Commerce and Laws, UNSW. Seven board directorships across portfolio companies and not-for-profits.

Tom Perfrement

Tom Perfrement

Investment Principal
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

MBA with Distinction, University of Oxford. Bachelor of Chemical Engineering (Co-Op Scholar), UNSW. Lyceum Prize for 1st placed thesis.

Glenn Poswell

Glenn Poswell

Advisor
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. Over this period, assets under management grew in excess of $4 billion. Prior to this, Glenn was Head of Asia Pacific for Deutsche Bank's Absolute Return Strategies Group and is Co-Founder of Centennial Asset Management, a boutique asset management business.
Qualifications

Bachelor of Arts / Bachelor of Commerce, Monash University. Decades of funds management experience working with Australia's wealthiest families.

Leah Bailey

Leah Bailey

Distribution & Operations
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

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

Siddesh Karekal

Siddesh Karekal

Investment Analyst Intern
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. At UQ, he has held leadership roles across UQIES, UQ Fintech, and 180 Degrees Consulting, and won the Deloitte Access Economics Case Competition. He 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. IB 43.75 / 99.55 ATAR.

Expert Industry Panel

A trusted global network of sector specialists who provide deep insight across our core verticals.


Classifieds Expert
Classifieds
Sector Specialist

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

Software Expert
Software
Sector Specialist

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

Infrastructure Expert
Infrastructure
Sector Specialist

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.