Managing Director

• Mar 2016 - Present

Executive Director

• Jul 2013 - Mar 2016

Head of convertible bond research for the London trading desk. Covering convertibles all sectors across Europe and Emerging Markets to find attractive trade opportunities for the trading desk and institutional clients. Identifying capital structure, long only, hedged and related trade ideas. Head of convertible bond research for the London trading desk. Covering convertibles all sectors across Europe and Emerging Markets to find attractive trade opportunities for the trading desk and institutional clients. Identifying capital structure, long only, hedged and related trade ideas.

Head of High Yield Research

• Sep 2009 - Jun 2013

Head of high yield bond research for trading desk. Providing European high yield and distressed investment ideas and relative value intelligence to senior traders, institutional sales and buy side clients. Model Portfolio of ideas has outperformed the HY index over the past three years with the 2012 portfolio returning 34%. Head of high yield bond research for trading desk. Providing European high yield and distressed investment ideas and relative value intelligence to senior traders, institutional sales and buy side clients. Model Portfolio of ideas has outperformed the HY index over the past three years with the 2012 portfolio returning 34%.

Senior High Yield Research Analyst

• Mar 2008 - Aug 2009

Lead high yield bond analyst for a new capital markets platform build out in London. Sell side leveraged credit analyst for European high yield market, private debt financing engagements, assisting bank’s high risk team with distressed loan positions. Recommending high yield trade ideas, fundamental bottom-up credit research and relative value views to the external client base and the senior high yield trader. Lead high yield bond analyst for a new capital markets platform build out in London. Sell side leveraged credit analyst for European high yield market, private debt financing engagements, assisting bank’s high risk team with distressed loan positions. Recommending high yield trade ideas, fundamental bottom-up credit research and relative value views to the external client base and the senior high yield trader.

Analyst - Oil and Gas

• 2007 - 2008

Sell side oil and gas equity analyst focused on emerging and developed oil sand operators. Developed financial models, interaction with industry experts, written analysis of sector and company profiles, identified and evaluated investment ideas. Interaction with buy side clients, institutional sales and trading desk to communicate news, views and trade ideas in the oil & gas sector. Sell side oil and gas equity analyst focused on emerging and developed oil sand operators. Developed financial models, interaction with industry experts, written analysis of sector and company profiles, identified and evaluated investment ideas. Interaction with buy side clients, institutional sales and trading desk to communicate news, views and trade ideas in the oil & gas sector.

Senior European High Yield Analyst

• 2005 - 2007

Head of European high yield bond research for the global high yield funds. Diverse sector responsibilities included; oil & gas, renewable energy, industrial gas, chemicals and refining. Relative value and trade idea generation across the European and US markets. Head of European high yield bond research for the global high yield funds. Diverse sector responsibilities included; oil & gas, renewable energy, industrial gas, chemicals and refining. Relative value and trade idea generation across the European and US markets.

Senior Equity Analyst

• 2004 - 2005

Senior analyst for equity and high income equity selection across sectors including; oil and gas, pipelines, royalty trusts, paper & forestry, chemical and industrial sectors. Lead analyst responsible for the business and energy royalty trust investment selection. Senior analyst for equity and high income equity selection across sectors including; oil and gas, pipelines, royalty trusts, paper & forestry, chemical and industrial sectors. Lead analyst responsible for the business and energy royalty trust investment selection.

Senior Analyst - Corporate Bonds

• 2002 - 2004

Key member of the investment grade corporate bond research team and lead analyst for private debt research investing. Bottom up, relative value investment process across sectors to identify attractive investment opportunities. Key member of the investment grade corporate bond research team and lead analyst for private debt research investing. Bottom up, relative value investment process across sectors to identify attractive investment opportunities.

Associate - Transaction Services

• 1995 - 2002

Obtained Chartered Accountancy designation while with KPMG in Canada and later accepted a transfer to Transaction Services in Germany and then in the UK. Worked on a number of deals providing financial, commercial, tax and related advisory services to private and public companies. Financial analysis, investment evaluation, and risk identification across a number of sectors. Obtained Chartered Accountancy designation while with KPMG in Canada and later accepted a transfer to Transaction Services in Germany and then in the UK. Worked on a number of deals providing financial, commercial, tax and related advisory services to private and public companies. Financial analysis, investment evaluation, and risk identification across a number of sectors.

Student - B Comm Program

• 1992 - 1994