Kathleen Yeung
Global Head of Corporate Development at Qualitas Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Qualitas
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Global Head of Corporate Development
-
Oct 2019 - Present
Qualitas is an ASX listed real estate investment management firm. Responsible for the planning and execution of Qualitas’ strategic projects including strategic acquisitions, securing corporate financing and divesting of assets. Also responsible for Group Investor Relations and the firm’s listed funds platform/ retail product strategy and ESG. Member of the Qualitas Executive Team and a management representative on the Qualitas ESG Advisory BoardChair - Qualitas Sustainability Steering Committee. This committee sets the strategy and executes on various ESG initiatives across the firm.(2021-2023) Graduation Address speaker, Faculty of Business and Economics and Faculty of Art, Design and Architecture, Monash University, Sept 2023Property Industry Foundation - Member of the Victorian Advisory Board (2022- present)Awarded Funds Management Executive of the Year, Women in Financial Services Awards 2018, Money Management.National Social Sustainability Roundtable Committee member 2021/22, Property Council of AustraliaCFO Roundtable Committee member 2019/ 2020, Property Council of AustraliaNon Exec Director - Listed Investments Companies & Trusts Association (LICAT) (2019 - 2023)Panel speaker - Capital Markets, Property Market Outlook 2017 and 2018, Property Council of Australia annual national conference Show less
-
-
Chief Financial Officer, Head of Strategy
-
Feb 2016 - Oct 2019
Qualitas is an ASX listed alternative real estate investment management firm that invests equity and debt across the entire property spectrum including core, opportunistic and value-add strategies.Responsible for business strategy as well as the corporate functions of the group including Finance, Group and Investment Operations, Marketing and PR, IT.
-
-
Head of Strategy
-
Sep 2014 - Oct 2019
Qualitas is an Australian real estate investment management firm that invests equity and debt across the entire property spectrum including core, opportunistic and value-add strategies.Kathleen is responsible for developing the growth strategy of the company.
-
-
-
-
Maternity leave
-
Jul 2011 - Aug 2014
-
-
-
-
Strategy Consultant
-
Nov 2010 - Jun 2011
Report prepared for the Victorian Department of Sustainability and Environment relating to the potential financial impact of the water cuts proposed by the Murray Darling Basin Plan on the Goulburn catchment. Analysis involved assessing the financial capacity of stakeholders, their business models and their access to capital in order to transition to a commercial environment where there is a legislated reduction in water consumption. Report prepared for the Victorian Department of Sustainability and Environment relating to the potential financial impact of the water cuts proposed by the Murray Darling Basin Plan on the Goulburn catchment. Analysis involved assessing the financial capacity of stakeholders, their business models and their access to capital in order to transition to a commercial environment where there is a legislated reduction in water consumption.
-
-
-
Babcock & Brown
-
Investment Banking
-
100 - 200 Employee
-
Infrastructure Investment Banking
-
2005 - Mar 2009
Principal financial advisor (M&A advisory for principal investment, debt/ equity arranging, corporate advisor) to funds managed by Babcock & Brown. Key transaction experience includes: - analysis and execution of a syndicated multi currency structured corporate facility (Euro 1bn) for a listed wind fund. Involved with initial strategic analysis, structuring, Debt IM, due diligence, commercial negotiations. This innovative financing won Project Finance International (PFI) Global Deal of the Year in 2007. - led a team to refinance and restructure various project finance and acquisition facilities to a single syndicated corporate facility for a listed power generation and energy fund (A$2.7bn). - advised on a number of renewable energy M&A transactions in Australia, Europe and US - IPO of a global wind fund (A$250m). Show less
-
-
-
PwC
-
Professional Services
-
700 & Above Employee
-
Associate Director
-
2001 - 2004
Part of the lead financial and commercial advisory team advising government on major infrastructure projects procured via a Public Private Partnership (PPP). Broad role with responsibilities including: - project feasibility and strategic business case analysis including assessing different procurement options for the delivery of public infrastructure. - development of commercial principals, project structuring and negotiation strategy. - financial and commercial evaluation of bidding consortia, assessment of debt and equity arrangements. Projects included: Eastlink Toll Road (VIC), Darwin City Waterfront project (NT), Southbank Education and Training Precinct (QLD). Show less
-
-
-
Deutsche Bank, Salomon Smith Barney
-
London, United Kingdom
-
Treasury Manager, Risk management (contract)
-
Jan 1996 - Dec 1997
-
-
-
KPMG
-
Melbourne area, Australia
-
Audit Senior
-
May 1992 - Oct 1995
Banking and finance group, clients included ANZ Funds Management, Hudson Conway, Esanda Finance Completion of ICAA Professional Year program. Banking and finance group, clients included ANZ Funds Management, Hudson Conway, Esanda Finance Completion of ICAA Professional Year program.
-
-
Education
-
Melbourne Business School
MBA -
Institute of Chartered Accountants in Australia
Professional Year -
Monash University
Bachelor of Economics