MM

Michael Mick O'Brien

Kapstream Investment Trust | Executive Chairman, Managing Director
Mr OBrien has wealth management experience in superannuation, investment management, insurance and advice, spanning over 30 years in both retail and institutional markets. Mick was formerly CEO and director of Invesco Australia Limited, director of Alliance Capital Management Australia and Chief Investment Officer of AXA Australia where he was also a director of AXAs Responsible Entities and Regulated Superannuation Entities. As Managing Director of EQT Holdings Limited. Mick is a director of several subsidiary companies in the EQT Group.

Companies and Roles

Company
Title
Tenure
Since
KIT
KIT
Kapstream Investment Trust
  • Executive Chairman
  • Managing Director
7yrs, 10mthJul 2018
REV
REV
Revolution Private Credit Income Trust
  • Executive Chairman
  • Managing Director
7yrs, 10mthJul 2018
RF1
RF1
Regal Investment Fund
  • Executive Director
  • Executive Chairman
7yrs, 10mthJul 2018
DN1
DN1
Dominion Income Trust 1
  • Executive Chairman
  • Executive Director
  • Managing Director
7yrs, 10mthJul 2018
MA1
MA1
MA Credit Income Trust
  • Executive Chairman
  • Executive Director
  • Managing Director
7yrs, 10mthJul 2018

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
NNWH
NNWH
Nanuk New World Fund (Currency Hedged) Active ETF
N/AN/AN/AN/A
LHGG
LHGG
Lakehouse Global Growth Fund Active ETF
N/AN/AN/AN/A
L1HI
L1HI
L1 Capital International Fund (Hedged) Active ETF
N/AN/AN/AN/A
ISLM
ISLM
Hejaz Equities Fund (Managed Fund)
N/AN/AN/AN/A
L1IF
L1IF
L1 Capital International Fund (Managed Fund)
N/AN/AN/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
EQT
EQT
EQT Holdings Limited
06/11/25
Issued
18,290$31.510$576,317Issue of securities
EQT
EQT
EQT Holdings Limited
01/09/25
Expiry
11,930$29.190$348,236As advised by the company
EQT
EQT
EQT Holdings Limited
01/09/25
Transfer
348$29.190$10,158Off-market transfer
EQT
EQT
EQT Holdings Limited
01/09/25
Exercise
6,729$29.190$196,419Conversion of securities
EQT
EQT
EQT Holdings Limited
01/09/25
Buy
6,729$29.190$196,419Conversion of securities