David Lane

Chief Executive Officer at

JOHCM (USA), Inc.

Finance

Miscellaneous

Commercial Services

Profile

Mr. David A. Lane is a Director & President at JOHCM (USA), Inc. He is on the Board of Directors at Alzheimer's Australia.
He is appointed Chief Executive (Americas) in January 2023 following the acquisition of Pendal Group.
He has more than 30 years’ experience in asset management, wealth management and investment banking.
Mr. Lane was a Group Executive of Perpetual Asset Management International from November 2020.
Before Perpetual, he was CEO of Count Financial and held COO positions at both Neuberger Berman and Liberty View Capital.
He has also held roles at Aetos Capital, JP Morgan and Goldman Sachs.
He received his undergraduate degree from The Wharton School of the University of Pennsylvania.

David Lane active positions

Companies	Position	Start
Alzheimer's Australia	Director/Board Member	01/01/2015
JOHCM (USA), Inc. JOHCM (USA), Inc. Investment ManagersFinance JOHCM USA is an active investment manager that seeks to generate superior long-term returns through high conviction, concentrated portfolios. The firm follows the long-established JOHCM Group approach and does not impose a house investment philosophy on their portfolio managers, but rather allows them to flourish in their own way. Their investment process is driven by fundamental, predominantly bottom-up stock selection, with an overlay of top-down macro, country and sector analysis.	Chief Executive Officer	01/01/2023

All active positions of David Lane

Former positions of David Lane

Companies	Position	End
PERPETUAL EQUITY INVESTMENT COMPANY LIMITED	Director/Board Member	13/05/2021
Count Financial Ltd. Count Financial Ltd. Miscellaneous Commercial ServicesCommercial Services Provides accounting, business and financial services	Chief Executive Officer	10/04/2017
Count Financial Ltd. (Broker) Count Financial Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services.	Chief Executive Officer	10/04/2017
LibertyView Capital Management LLC LibertyView Capital Management LLC Investment ManagersFinance LibertyView generally pursues its investment goals through a fundamental, research-driven approach. The investment team has significant experience in a wide range of alternative asset strategies.	Chief Operating Officer	-
Neuberger Berman, Inc. Neuberger Berman, Inc. Financial ConglomeratesFinance Functions as an investment holding company	Chief Operating Officer	-

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Training of David Lane

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Linked companies

Private companies	9
Perpetual Equity Investment Company Ltd. Perpetual Equity Investment Company Ltd. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
Commonwealth Bank of Australia Commonwealth Bank of Australia Major BanksFinance Provides retail and commercial banking services	Finance
Count Financial Ltd. Count Financial Ltd. Miscellaneous Commercial ServicesCommercial Services Provides accounting, business and financial services	Commercial Services
Alzheimer's Australia
Count Financial Ltd. (Broker) Count Financial Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services.	Finance
LibertyView Capital Management LLC LibertyView Capital Management LLC Investment ManagersFinance LibertyView generally pursues its investment goals through a fundamental, research-driven approach. The investment team has significant experience in a wide range of alternative asset strategies.	Finance
JOHCM (USA), Inc. JOHCM (USA), Inc. Investment ManagersFinance JOHCM USA is an active investment manager that seeks to generate superior long-term returns through high conviction, concentrated portfolios. The firm follows the long-established JOHCM Group approach and does not impose a house investment philosophy on their portfolio managers, but rather allows them to flourish in their own way. Their investment process is driven by fundamental, predominantly bottom-up stock selection, with an overlay of top-down macro, country and sector analysis.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Neuberger Berman, Inc. Neuberger Berman, Inc. Financial ConglomeratesFinance Functions as an investment holding company	Finance

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