Experience

Plenary Funds Management

• Australia
• Investment Management
• 1 - 100 Employee

• Non Executive Director & Senior Advisor

  • Jan 2023 - Present

  Strategic overview and relationships for Plenary Funds Management.

• Managing Partner and Chief Executive Officer

  • Sep 2021 - Jan 2023

  CEO of a boutique infrastructure investment management business with an approach to sustainability that encompasses everything we do; from the investments we make to our project partnerships, from our client relationships to our interaction with employees. We are creating the fund manager of the future.



Western Sydney University

• Australia
• Higher Education
• 700 & Above Employee

• Committee Member, Western Sydney University's Finance and Investment Committee

  • Aug 2022 - Present

  The Finance and Investment Committee advises and makes recommendations to the Board of Trustees of Western Sydney University on matters concerning University financial policy, budget and investments as well as monitoring financial outcomes and performance. The Finance and Investment Committee advises and makes recommendations to the Board of Trustees of Western Sydney University on matters concerning University financial policy, budget and investments as well as monitoring financial outcomes and performance.



Infrastructure Partnerships Australia

• Australia
• Public Policy Offices
• 1 - 100 Employee

• Advisory Board Member

  • May 2022 - Present

  Infrastructure Partnerships Australia is an industry think tank and an executive member network, providing research focused on excellence in social and economic infrastructure. It exists to shape public debate and drive reform for the national interest. Infrastructure Partnerships Australia is an industry think tank and an executive member network, providing research focused on excellence in social and economic infrastructure. It exists to shape public debate and drive reform for the national interest.



AMP Capital

• Australia
• Investment Management
• 500 - 600 Employee

• Partner, Global Co-Head of Social Care

  • Dec 2017 - May 2021

  Responsible for leading AMP Capital’s broad social infrastructure business globally. This includes responsibility for the performance and growth of the Health Infrastructure sector and AMP Capital’s Community Infrastructure Fund.

• Investment Committee Member, Multi-Assets Group

  • Feb 2013 - May 2021

  A member of the Multi-Asset Group Diversified Funds Investment Committee. Responsible for the governance and oversight of the investment of the assets of the various diversified funds of AMP Capital Investors Limited under delegated authority from the AMP Capital Board.This includes approval of investment decisions, monitoring and management of investment risks, adherence to policies and guidelines, setting benchmark asset allocations, ensuring consistency to disclosure documents and mandates, and monitoring and assessing performance.

• Principal, Head of Social Infrastructure and Aged Care

  • Feb 2015 - Dec 2017

  Responsible for leading AMP Capital’s broad social infrastructure business. This includes responsibility for the performance and growth of AMP Capital’s Community Infrastructure Fund, the Aged Care business and management and development of the student housing assets.

• Investment Director, Social Infrastructure & PPPs

  • Sep 2010 - Feb 2015

  • Manage and lead the development of the social infrastructure business within AMP Capital including deal pipeline• Responsible for the management of the AMP Capital Community Infrastructure Fund which invests in Australian and New Zealand secondary market operational PPP assets

• Business Development and Investment Strategy- Infrastructure

  • Jul 2007 - Sep 2010

  • Responsible for global infrastructure strategy and all M&A activity

• Head of Strategy

  • Jul 2004 - Jul 2007

  • Direct responsibility for strategic plan and all M&A activity



National Mutual Funds Management Limited

• Director

  • Mar 2018 - Sep 2019

  Director responsible for the activities of National Mutual Funds Management which has three roles; as an investment manager; as a Responsibility Entity for approximately 30 managed investment schemes and trusts; and as a provider of the North Guarantee Product. Director responsible for the activities of National Mutual Funds Management which has three roles; as an investment manager; as a Responsibility Entity for approximately 30 managed investment schemes and trusts; and as a provider of the North Guarantee Product.



AMP

• United Kingdom
• Financial Services

• Group Strategy Manager

  • Jan 2001 - Jul 2004

  • Responsible for the AMP Group strategic plan• Played a senior role in the decision and implementation of the AMP and Henderson demerger in 2003

• Project Manager

  • Jul 2000 - Jan 2002

  Responsible for two key projects:• Conducted a review of Henderson Global Investors’ business divisions, organisational structure, geographies and brand, resulting in some divestments; and• Merger of three life insurance businesses Pearl, London Life and NPI.



Henderson Global Investors

• Director UK Quant Funds & Sector Analyst UK General Retail

  • Jan 1997 - Jul 2000

  • Established and managed the Active Quant Fund in the UK of approximately £600 million investing in UK equities. • Responsible for independent company research, financial statements modelling and stock recommendations in the UK General Retail Sector • Established and managed the Active Quant Fund in the UK of approximately £600 million investing in UK equities. • Responsible for independent company research, financial statements modelling and stock recommendations in the UK General Retail Sector



AMP Investments

• United Kingdom
• Construction
• 1 - 100 Employee

• Senior Portfolio Manager

  • Nov 1995 - Jan 1997

  • Senior member of the Active Quant Team in Australia managing $AUD2bn investing in Australian equities • Senior member of the Active Quant Team in Australia managing $AUD2bn investing in Australian equities



Ord Minnett Securities

• Senior Quantitative Analyst

  • Mar 1992 - Nov 1995

  • Responsible for extensive proprietary quantitative research on the Australian stock market. • Rated Number 1 in Australia for Quantitative research in 1995 • Responsible for extensive proprietary quantitative research on the Australian stock market. • Rated Number 1 in Australia for Quantitative research in 1995



ANZ McCaughan Securities

• Assistant Quantitative Analyst

  • Jan 1991 - Jan 1992

  • Conducted specific quantitative research on Australian equities • Conducted specific quantitative research on Australian equities



NZI Investment Services

• Research Assistant

  • Jul 1988 - Jan 1991

  • General investment research for economics team, portfolio managers and equity dealers • General investment research for economics team, portfolio managers and equity dealers