Professional info
Experienced Equities Analyst and Portfolio Manager with a demonstrated history of working in the investment management industry. Skilled in Equity Research, Portfolio & Asset Management, and Financial Analysis. Strong knowledge and experience with transport, infrastructure, utility and oil & gas industries and subject matter expertise in Renewable Energy (including solar PV and battery storage), Electric Vehicles, Oil and LNG Industries, Sustainable Design, Building & Construction, Aviation, Airports and Toll Roads. Entrepreneurial professional with a Master of Business Administration (MBA) (Distinction) focused in Oil & Gas Management from Aberdeen Business School (RGU) and a Master of Commerce (Finance) from UNSW.
Work experience
Director, Utilities
Bank of America
June 2019 - present
Head sector analyst, covering Australian utility stocks. Management and coordination of research analyst team, financial modelling and forecasting, and preparing and publishing detailed industry and company research. Developing and fostering fund manager and corporate relationships.
Associate Director
Marsden Jacob Associates
August 2018 - May 2019
Economic and strategy consulting in the energy space, with a focus on the electricity market.
Partner/ Portfolio Manager/ Equities Analyst
Arnhem Investment Management
March 2006 - July 2018
Portfolio Management and Equities Analysis for active Australian equities portfolio and global growth portfolio (SMA's). Research sector responsibilities include utilities, infrastructure, oil & gas and transport. Regular liaison with C-suite level management within ASX Top 100 listed companies and other industry players. Involved in business development and client marketing to institutional investors, financial advisors & planners, and asset consultants.
Arnhem was previously known as ABN AMRO Asset Management (2006 to 2008) and Fortis Investment Partners (2008 to 2010)
Treasurer/ Non-Executive Board Member
EarlyEd
June 2017 - present
Voluntary board position for a not-for-profit organisation involved in early intervention for children with disability.
Head of Transport/ Equities Analyst
Deutsche Bank
2004 - 2006
Head sector analyst, covering Australia/ NZ stocks in the airline, transport & logistics, and ports & rail industry sectors. Management and coordination of research analyst team, financial modelling and forecasting, and preparing and publishing detailed industry and company research. Developing and fostering fund manager and corporate relationships.
Highly rated by major institutional clients.
Head of Transport/ Equities Analyst
ABN AMRO Bank NV
2001 - 2004
Head sector analyst, covering Australia/ NZ stocks in the airline, transport & logistics, and ports & rail industry sectors. Coverage included gaming stocks for a short period as well.
Analyst
ipac Securities
1999 - 2001
Head sector analyst, covering Australia/ NZ stocks in the airline, transport & logistics, and ports & rail industry sectors. Coverage included gaming stocks for a short period as well.
Subject Matter Expert
Renewable Energy
Solar PV/ Battery Storage
Electric Vehicles
Oil and Gas
LNG Industry
Sustainable Design
Building & Construction
Aviation Industry
Airports & Toll Roads
Skills
Financial Modelling & Analysis
Valuation & Scenarios
Corporate Strategy
Management & Leadership
Strong Written & Verbal Communication
Profesional Memberships
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Member of the Australian Institute of Company Directors (MAICD)
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Member of the Australian Iinstitute of Energy (AIE)
Education
Master of Business Administration (MBA)
Aberdeen Business School (RGU)
2013 - 2016
Completed with an Energy focus, and a major in Oil & Gas Management.
Very high grades and the entire degree awarded a Distinction.
My final MBA thesis was written on "Disruptive Technologies in the Electricity Industry: The Impact of Solar PV, Battery Storage and Electric Vehicles on the National Electricity Market"
Graduate Certificate in Management (GradCertMgt)
Australian Graduate School of Management (AGSM)
2000 - 2005
Part of the Executive MBA program at AGSM.
Completed with very high grades.
Master of Commerce (Finance) (MComm)
University of New South Wales
1998 - 2001
Completed with a Distinction grade average and a specialisation in Finance.
Bachelor of Sports Science (Exercise Science) (BSpSc)
University of New South Wales
1996 - 1998
Completed with a Distinction grade average and awarded at Merit level.