Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research.
Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and Advisory Member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School in London. He also serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University and is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.
James Thomson is the senior Chanticleer columnist at The Australian Financial Review. Previously he was the Companies & Markets editor at the AFR, the editor of BRW, the editor and publisher of SmartCompany and a senior editor at Business Spectator. He writes on the Australian corporate sector, markets and global business.
Peter founded Cooper Investors in 2001. Cooper Investors is a specialist equities fund manager with funds under management of approximately A$13.2 billion. As Chief Investment Officer, Peter created and implemented the firm’s investment philosophy which is applied across the international, domestic and Asian equities strategies.
As Chief Investment Officer, Peter created and implemented the firm’s VoF investment philosophy which is applied across the international and domestic equities strategies. He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.
Peter has over 30 years of investment management experience. In 1987, he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to Deputy Portfolio Manager of the $7bn portfolio. In 1993, Peter ran the Australian equities portfolio for BNP and then joined Merrill Lynch Investment Managers (formally Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director, where he oversaw a team managing $7.5bn in Australian equities.
Cooper Investors is a relationship-driven business and is committed to developing partnerships with organisations that share the Cooper Investors core values and their focus on creating shareholder value. Peter is highly regarded for his passion, integrity, and purpose.