Dr Adam N. Walk
Director
A financial economist by training, Adam spends most of his professional life acting as a fiduciary, be it providing investment advice and counsel to wholesale clients or fulfilling a range of governance roles (especially ones involving investment governance). Adam is a Director of Drew, Walk & Co. and a former academic. His research has been published in the Journal of Portfolio Management and the Journal of Retirement. In parallel, Adam serves as a trustee director at Rest, as chair of the Investment Committee at RSL Queensland, and as chairman of Campion College, among other appointments. He received his Ph.D. in the field of financial economics from Griffith University, is an Accredited Investment Fiduciary Analyst®, and a Certified Investment Management Analyst® designee.
With his colleague Dr Michael E. Drew, Adam co-authored the monograph – “Investment Governance for Fiduciaries” – that was released in 2019 by the CFA Institute Research Foundation.
Education
Brisbane Boys’ College, 1989.
B.A., Politics, University of New South Wales, 1994.
Graduate, Australian Defence Force Academy, 1994.
B.Bus., Banking and Finance, Queensland University of Technology, 1998.
M.App.Fin., Applied Finance and Investment, Financial Services Institute of Australasia, 2006.
M.A., Theology, Summa cum Laude, Catholic Distance University, 2020.
Ph.D., Financial Economics, Griffith University, 2012.
G.Cert.Theol., University of Newcastle, 2017.
Other Current Affiliations
Trustee Director, Member of the Board Investment Committee, and Member of the Audit, Risk and Compliance Committee, Rest.
Chair, Investment Committee, RSL Queensland.
Advisor to the Group Strategic Capital Committee, The Royal Automobile Club of Queensland Limited.
Director, Power Group of Companies.
Member, Finance, Audit and Risk Committee, Mary Aikenhead Ministries.
Member, Advisory Board, Hamilton12.
Chairman & Trustee, Campion Institute.
Chairman & Director, Campion Foundation.
Board Member, Archdiocesan Development Fund, Roman Catholic Archdiocese of Brisbane.
Memberships
[postnominal letters in square brackets]
Senior Fellow, Financial Services Institute of Australasia [SF Fin].
Fellow, Governance Institute of Australia [FGIA].
Fellow, Chartered Governance Institute [FCG].
Fellow, Australian Institute of Company Directors [FAICD].
Fellow, Australian Institute of Superannuation Trustees [FAIST].
Master Member, Stockbrokers and Financial Advisers Association [MSAFAA].
Member, CIMA Society of Australia™.
Member, American Finance Association.
Certifications, licences and accreditations
[postnominal letters in square brackets]
Approved Advisor, Advisory Board Centre.
Chartered Governance Professional.
RG146 Accreditation.
Accredited Investment Fiduciary Analyst® [AIFA®].
Chartered Secretary.
Certified Investment Management Analyst® [CIMA®].*
* Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.