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Work Background
BroadstoneInvestment Director
Jan. 2024London, England, United KingdomFocusing on enabling rapid growth of the Investment Consulting business servicing DB Schemes in the UK as well as building the Corporate Climate and ESG consulting business and Climate Scenario modelling capability.
Alvara ProtocolAdvisor
Jan. 2020https://www.alvaraprotocol.io/
Alvara is building the infrastructure for the democratisation of digital asset investing and the decentralisation of fund management. Alvara’s BTS Factory is revolutionizing the world of investing by offering a seamless way for individuals to mint and manage their own fund. The protocol empowers users to create ERC7621-BTS (Basket Token Standard) tokens, making it possible for anyone to become a fund manager.
Ortec FinanceManaging Director UK and Global Head Climate & ESG Solutions
Jan. 2018 - Jul. 2023London, United KingdomSteward multiple teams totaling over 50 in achieving initiatives in three key areas. Lead the transition of the Climate and ESG solution from a startup to a mature offering, with a focus on achieving revenue growth targets of 80%+ per annum. Grow the existing UK business by enhancing the product line, expanding the sales and client servicing teams and exploring innovative approaches to increase market share. Drive the development and enhancement of the Navigator institutional platform and data visualization engine for pension fund and climate metrics.
• Delivered industry-leading off-the-shelf and tailored stochastic ALM and climate modeling solutions.
• Grew the UK business and strengthened the Ortec Finance brand by managing 23 consultants and business developers in cultivating client relationships and securing wins/partnerships.
• Expanded the climate modelling and consulting client base to 42 globally, including prestigious institutions like UN, University of California and CALPERS with 5 global distribution partners (Mercer).
• Extended the Navigator's reach and market share by collaborating with global custodians, investment consultants, and liability modeling providers.
• Climate Risk Advisory Firm of the Year 2023 Energy Risk awards 2023: The winners - Risk.net
• Climate solutions listed in UNEP FI report 2023 Climate Risk Landscape Report
Insight InvestmentClient Director
Jan. 2017 - Dec. 2017London, United KingdomManaged all aspects of the relationship, strategy design and strategy evolution for Insight’s largest segregated clients such as E.ON, National Grid, Nationwide, Goodyear and General Motors. (CF30 authorised)
• Implemented innovative LDI solutions incorporating greater use of contractual assets, i.e. credit, secured finance as well as actively managed LDI using rates and inflation swaps, gilts and index linked gilts, repos and TRS with a view to better cashflow matching and DIY buy-ins.
• Additional yield enhancing and ESG strategies used a range of alternate asset classes namely currency, synthetic equity structures and farmland.
Quantum AdvisoryHead of Investment Consulting
Jan. 2013 - Dec. 2017Undertook significant business development initiatives whilst managing client relationships and providing strategic investment advice to Quantum's largest clients (DB and DC). Developed and maintained strategic partnerships with Fiduciary managers, putting in place a manager research database, to ensure clients received the best possible strategy implementation mechanisms. Built and managed a high-performing team of 12 analysts and consultants, fostering a collaborative environment for traditional manager research, ALM modeling, analytics, and consulting.
• Optimized portfolio performance and risk management by implementing innovative investment strategies utilizing stochastic and deterministic asset and liability modeling.
• Grew the investment business by 30% annually, securing new business wins, expanding services to existing clients, and delivering tailored investment consulting solutions.
• Improved client relationships, enhanced real-time decision-making capabilities, and streamlined actuarial, investment consulting, and administration processes by implementing the QuantiFI platform.
• Enhanced financial stability and long-term sustainability by advising clients on de-risking strategies, including funding level and rates triggers, and implemented bespoke LDI arrangements.
PwCInvestment Director
Jan. 2012 - Dec. 2013Provided strategic investment advice to sponsors or trustees of DB and DC pension schemes nationwide. (CF30 authorized). Worked with PwC client managers and partners from various service lines, including Insolvency and Covenant, Audit, Risk, Wealth Management and Employee Benefits to identify DB and DC opportunities. Analyzed existing investment strategies and proposed innovative, cost-effective, and efficient solutions to help clients achieve goals.
• Spearheaded a major project for the Strathclyde Pension Scheme, working closely with officers and advisors to develop a governance, reporting, and implementation framework for a £400m fund.
• Increased transparency by establishing a research database of all fiduciary managers in the country and developed a comprehensive selection, monitoring, and reporting process for fiduciary management. • Instrumental in the transformation of RiskFirst’s PFaroe into Skyval (PwC online pension fund modelling, monitoring and reporting tool).
Aon HewittRegional Head of Investment Consulting
Jan. 2008 - Dec. 2012Lead Investment Consultant and Client Relationship Manager for regional and national clients. (CF30 authorised)
• I was the lead Investment Consultant on c.£8bn of DB pension scheme assets and had responsibility for growing the regional investment consulting business via tenders, cross-selling to existing Aon Hewitt clients and direct marketing. • The Pension Schemes that I looked after ranged in size from in excess of £50m to a few billion pounds. The sponsors of the schemes were Utilities, Corporates, Universities, Local Authorities and overseas parent companies.
• On the majority of the schemes, I delivered strategy advice using the range of available modelling tools and implemented the solutions via traditional approaches where clients had direct exposure to the Fund Managers. The Aon Hewitt manager research capability globally was used and we introduced bespoke LDI solutions and flightpaths and de-risking strategies to a number of clients.
• I was also instrumental in helping establish Aon Hewitt’s Fiduciary Offering, Delegated Consulting Service (DCS), helping convert a number of traditionally serviced clients to DCS clients. • I had responsibility for revenue growth within the regional investment business.
• The investment business had double digit growth for each of the years that I worked at Aon Hewitt. This was primarily driven by external growth which came about through tenders and relationships with Independent Trustees. • I grew a team of 16 analysts and consultants to a team of 24 in the space of 4 years.
Peregrine Investment managersHedge Fund Manager - Equity Options & Statistical Arbitrage
Jan. 2006 - Dec. 2008Set-up, capital raising and managed a South African equity derivative hedge fund.
• I helped design the correlation and volatility arbitrage strategy after which I focused on raising capital in South Africa and the UK and managing the client relations. • Moved to the UK after the arbitrage closed.
Barclays Investment BankHead of Institutional Derivative Structuring (Africa)
Jan. 2004 - Dec. 2006Portfolio construction of South African institutional client’s offshore holdings incorporating traditional asset classes as well as derivatives and alternative assets. Portfolio construction of retail solutions using Barclays’ balance sheet and ABSA’s African distribution channels. • Working with Corporate and Institutional Clients to incorporate derivatives into their portfolios and manage the ongoing relationship.
• Asset / liability and cashflow modelling to structure equity derivative solutions for pension funds and institutional clients in South Africa.
• Products ranged from simple equity overlays to hybrid derivative and fund structures.
• Implemented a range of employee share option restructuring products.
Decillion Alternative Investment ManagersDerivative and Fund Structuring
Jan. 2000 - Dec. 2004Structuring and sales of alternative investments for the Institutional industry in South Africa and abroad.
• Client relationship management of institutional domestic and international clients with respect to all non-traditional investments.
• ALM and cashflow modelling to structure equity derivative solutions for pension funds and institutional clients. • Managed proprietary capital quantitative CTA hedge fund, in South Africa and on Globex.
• Developed post-retirement medical aid funding products.
SanlamDerivative Structuring
Jan. 1998 - Dec. 2000Structuring and sales of alternative investments for the Institutional industry in South Africa.
• Managed the client relationship from a derivative perspective with the two largest insurers in South Africa, namely Old Mutual and Sanlam.
• Built index tracking models and managed the largest index tracking fund.
• Implemented and managed in excess of £1 billion equity derivative products.
• Modeling and Listing of Satrix - first ETF in South Africa.
• Modeling and listing of Kiwane - First listed asset securitization in South Africa.
Fedsure Holdings Ltd.Pension Fund Valuation
Jan. 1996 - Dec. 1998Completed an actuarial bursary which required graduate employment.
• Actuarial valuation of Pension Funds.
• Developed mortality, disability, healthcare and ALM models.
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