Kelvin Wong

Investment Director at Palisade Investment Partners
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Location
AU

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Experience

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Investment Director
      • Sep 2022 - Present

    • Senior Investment Manager
      • Apr 2016 - Sep 2022

      Responsible for managing investments and originating investments in economic and social infrastructure assets as well as regional agricultural infrastructure.

    • India
    • Outsourcing/Offshoring
    • 1 - 100 Employee
    • Assistant Vice President - Investment Banking
      • Mar 2015 - Mar 2016

      KEY DEALS: - Privatisation of TransGrid (advisory - underbid) - Brookfield’s potential acquisition of Asciano (financing) - Potential acquisition of Pacific Hydro (advisory - underbid) - Potential acquisition of Crown Castle Australia (financing - underbid) KEY DUTIES: - Supported deal team leaders and clients in originating and executing utilities and infrastructure transactions in both an advisory and a financing capacity. - Developed complex financial models, and performed financial and sensitivity analysis. - Performed due diligence and assisted clients with their investment committee processes. Also responsible for developing presentations for banks and ratings agencies, and assisted in their respective credit processes. - Preparing presentations for pitches and performing comparables analysis. Show less

    • Australia
    • Banking
    • 700 & Above Employee
    • Manager - Project Finance, Infrastructure
      • Oct 2014 - Mar 2015

      KEY DEALS:- North West Rail Link PPP- ANZ Stadium Refinance- Transmission Gully PPP- Privatisation of Port of Newcastle- Privatisation of Queensland Motorways Ltd- Burswood Stadium PPP- Queensland Schools PPP- Sydney International Convention, Exhibition and Entertainment PPP- Refinance of M5 South West Motorway and Widening Construction- Privatisation of Sydney Desalination PlantKEY RESPONSIBILITIES:- Perform credit assessment, this included researching and analysing key deal aspects and complex issues: including the credit risks of assets and consortia; income mechanisms; and structures of complex financial transactions in the Infrastructure and PPP sector.- Performed financial modelling and analysis to develop valuable Excel and modelling skills.- Conducted due diligence and analysed key technical and construction risks. Show less

    • Analyst - Project Finance, Infrastructure
      • Jul 2013 - Sep 2014

    • Management Trainee
      • Feb 2012 - Jul 2013

      Rotation 1: Project Finance – Infrastructure and Public-Private Partnerships (6 months)- As the first of three 6-month rotations, Project Finance provided me the opportunity to perform a wide range of tasks as noted above and gain many key skills. A successful rotation has resulted in a permanent role since the conclusion of the graduate program.Rotation 2: Relationship Banking – Public Sector, Financial Institutions Group (6 months).- Researched and analysed clients who are primarily the financing entities of governments. Through business and financial analysis, as well as client meetings and engagement with product partners, I was able to understand client activities, engage in active discussions with my manager and explore new business opportunities.- Developed an Excel workbook with macros to enable efficient management of the bank’s regulated liquidity under an “Umbrella Facility”, reducing limit approval time and creating an audit trail.Rotation 3: Client Services – Global Lending Operations (6 months)- Analysed issues, re-engineering processes and reducing costs.- Collaborated with a range of stakeholders to deduce optimal solutions. Show less

Education

  • UNSW
    2008 - 2011
  • The Scots College

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