Experience

WealthLander

• Australia
• Investment Management
• 1 - 100 Employee

• Investment Specialist

  • Jan 2021 - Present

  WealthLander is a boutique fund manager offering an all-weather multi strategy alternative Fund that aims to preserve capital, reduce risk and seek consistent absolute returns to compound investor wealth irrespective of market conditions. The fund invests in a diversified pool of institutional grade managed and direct investments and is open to wholesale investors. The Chief Investment Manager, Dr Jerome Lander achieved a net return of 21.13% in the calendar year 2020 for investors. WealthLander is a boutique fund manager offering an all-weather multi strategy alternative Fund that aims to preserve capital, reduce risk and seek consistent absolute returns to compound investor wealth irrespective of market conditions. The fund invests in a diversified pool of institutional grade managed and direct investments and is open to wholesale investors. The Chief Investment Manager, Dr Jerome Lander achieved a net return of 21.13% in the calendar year 2020 for investors.



Qualitas Group

• Paraguay
• Business Consulting and Services
• 1 - 100 Employee

• Director - Marketing and Direct Sales Contract

  • Jul 2018 - Oct 2019

  Lead generation marketing strategy and implementation for the Qualitas Real Estate Income Fund (ASX: QRI), the 1st dedicated CRE debt only fund that listed on the ASX in November 2018. Raised circa $231 million. Brand and website refresh for Peer Estate and Arch Finance and direct sales for Peer Estate. Peer Estate and Arch Finance are owned by Qualitas. Lead generation marketing strategy and implementation for the Qualitas Real Estate Income Fund (ASX: QRI), the 1st dedicated CRE debt only fund that listed on the ASX in November 2018. Raised circa $231 million. Brand and website refresh for Peer Estate and Arch Finance and direct sales for Peer Estate. Peer Estate and Arch Finance are owned by Qualitas.



Pinnacle Investment Management

• Australia
• Investment Management
• 100 - 200 Employee

• Senior Marketing Manager - Listed Investments

  • Jul 2017 - Jul 2018

  Lead generation marketing strategy and implementation for IPO's and Capital Raising: micro site content and management, PR, digital and print strategy, advertising development, prospect generation and communication through to conversion. Marketing and direct sales for: Spheria Emerging Companies Limited (ASX: SEC) IPO that raised $132,675,090. MCP Master Income Trust (ASX: MXT) secondary capital raise resulting in approximately $214,000,000 Antipodes Global Investment Company (ASX:APL) options conversion strategy. Registry analysis, dividend announcements, options communication and AGM management



Hunter Hall

• Australia
• Investment Management
• 1 - 100 Employee

• Direct Marketing Manager - Hunter Hall Global Value Limited (ASX:HHV)

  • Jun 2016 - Jun 2017

  Managed fund and listed investment company direct and digital marketing strategy Shareholder and prospect communication plan and implementation Shareholder registry analysis: top shareholders, movements and proxy voting status General meeting and roadshow management Metrics achieved: Discount to NTA reduced from 14% down to NTA in a six month period and an increase of 1,516 new shareholders as a result of a marketing campaign Successful management of activist activity Managed fund and listed investment company direct and digital marketing strategy Shareholder and prospect communication plan and implementation Shareholder registry analysis: top shareholders, movements and proxy voting status General meeting and roadshow management Metrics achieved: Discount to NTA reduced from 14% down to NTA in a six month period and an increase of 1,516 new shareholders as a result of a marketing campaign Successful management of activist activity



Alceon

• Australia
• Investment Banking

• Senior Manager Marketing and Distribution Strategy

  • Sep 2013 - Nov 2015

  Alceon is a privately owned property and special situations investment, corporate finance and capital firm established in 2010. Its focus and competitive advantage in private mid-markets has enabled it to deliver superior outcomes for its wholesale investors in property and special situation investments. Marketing and distribution strategy development for business expansion targeting wholesale investors via advice/accountant channels, family offices and direct to customer marketing strategy.



Tepana Financial Indices

• Principal - Distribution and Marketing Strategy

  • Feb 2002 - Oct 2013

  Marketing and distribution strategies for fund managers and bespoke and syndicated market research. Distribution growth strategy and implementation: Previous clients: CFSGAM, Financial Wisdom, Commonwealth Bank, Infocus Money Management, RI Advice and Kennedy Investments Brand strategy development, value proposition and concept testing: Previous clients: Vanguard Investments, AMP Capital, Fidelity Investments and State Super Financial Services New product development research: Previous clients: BT Financial Group, AMP Capital, Colonial First State, Vanguard Investments (ETFs) and Greenway Capital



Zurich Financial Services

• United Kingdom
• Investment Management

• Manager – Product and Service Development, Change Management Program

  • 1997 - 2002

  As part of the Zurich Change Program I worked with management consultants on strategic projects including: target market strategy, competitive analysis, distribution strategy, customer solutions, release strategy and weekly communication of target results and measures. As part of the Zurich Change Program I worked with management consultants on strategic projects including: target market strategy, competitive analysis, distribution strategy, customer solutions, release strategy and weekly communication of target results and measures.



ASSIRT Investment Research

• Market Research Manager

  • 1991 - 1997

  Established and managed the market research offer to the financial services industry. Established and managed the market research offer to the financial services industry.