Experience

Numus Financial Inc.

• Canada
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Manager of Planning

  • Sep 2021 - Present



PSG Wealth Namibia

• Namibia
• Financial Services
• 1 - 100 Employee

• Senior Investment Analyst and Strategist

  • Aug 2015 - Sep 2021

  PSG Wealth Management is a stockbroker and private and institutional wealth manager. • Multi-asset research services for institutional clients • Research support to wealth management team for private and corporate wealth clients • Directs the research activities inclusive of fundamental equity research, asset class coverage, and economic analysis. • Responsible for continuously refining and optimizing research processes leveraged by the group. • Increased media mentions of PSG Namibia research and commentary by 50%. • Publishing of Annual Southern African Banking Sector Review • Doubled the number of reports issued, started “First Glance” reporting • Innovated by improving reports to be more user-friendly to buy-side investment managers. • Small cap emerging market equity research • Introduced interactive data models • IPO valuation reports • Initiated data analysis of distribution of research reports to enable better targeting and usefulness of reports.



Business Partners Limited

• South Africa
• Financial Services
• 200 - 300 Employee

• Credit Portfolio Manager

  • Oct 2013 - Jul 2015

  Business Partners International (BPI) is a fund management company that supports SME growth by providing financing, specialist sectoral knowledge and value-added services to viable SMEs in sub-Saharan Africa. • Sourcing of transactions, meeting with potential clients • Full due diligence and deal structuring on all transactions • Evaluation of the entrepreneur • Detailed analysis of financial statements and market research • Structuring of the transactions, determining the value of collateral taken and recommended pricing of the funding. • Marketing activities including intermediary visits, product presentations and radio and television appearances.



Syntyche Group

• Namibia

• Transaction Advisor

  • Nov 2011 - Sep 2013

  Syntyche Group Holdings is a hybrid corporate advisory company. Traditional asset management and investment consulting principles are applied to the client’s specific business and corporate finance needs. • Completed detailed review of a proposed transaction • Introduced clients to capital market funding sources • Selected suitable lenders and negotiated with financiers • Business valuations • Financial performance planning for small businesses Syntyche Group Holdings is a hybrid corporate advisory company. Traditional asset management and investment consulting principles are applied to the client’s specific business and corporate finance needs. • Completed detailed review of a proposed transaction • Introduced clients to capital market funding sources • Selected suitable lenders and negotiated with financiers • Business valuations • Financial performance planning for small businesses



RisCura

• South Africa
• Financial Services
• 100 - 200 Employee

• Investment Consultant

  • Nov 2008 - Feb 2011

  • Head hunted to continue as Investment consultant to the largest Namibian pension fund, GIPF, current value USD 10 billion. • Appointed as primary investment consultant on 2 defined contribution funds in South Africa. • Performance reportback presentation at trustee meetings. • Conducted trustee training for full board of trustees. • Manager research and selection for listed securities, fixed income, and private equity mandates. • Reviewed private equity fund client’s partnership agreements, PPMs, and other materials • Rebalancing of portfolios was done as required. • Formulation of Investment Policy Statement from original 10 pages to final 100-page document. • Facilitated the strategic asset allocation and mandate implementation and monitoring. • Transitioned USD 3.6 billion from balanced mandates to specialized mandates for global asset managers



NMG Consulting

• Singapore
• Financial Services
• 100 - 200 Employee

• Investment Consultant

  • Jan 2006 - Oct 2008

  • Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers. • Performance and attribution reports completed on a quarterly basis. • Indices constructed for pay out of benefits • Serviced the Government Institutions Pensions Fund of Namibia (GIPF) a defined benefit fund with USD 10 billion in assets. • Other clients included defined contribution funds of various public utilities. • Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers. • Performance and attribution reports completed on a quarterly basis. • Indices constructed for pay out of benefits • Serviced the Government Institutions Pensions Fund of Namibia (GIPF) a defined benefit fund with USD 10 billion in assets. • Other clients included defined contribution funds of various public utilities.