Experience

Viridian Advisory

• Australia
• Investment Management
• 100 - 200 Employee

• Portfolio Manager

  • May 2019 - Present

  As part of the Portfolio Management team, I help manage a large-cap Australian equities covered-call option strategy in Top-50 ASX equities for a select book of HNW clients. The Strategy delivers clients high levels of dependable, monthly income from both dividends and equity call option writing while simultaneously allowing for solid capital growth. The role also involves extensive client and relationship management functions, from initial Strategy presentation and decision to invest through to regular quarterly portfolio reviews and performance updates. Clients run the full gamut of investment structures from SMSFs, corporate, trust and personal investments.



M Times 2 Pty Ltd

• Sydney, Australia

• Founding Director and Portfolio Manager

  • May 2014 - May 2019

  M Times 2 was a Sydney-based systematic trading, research and development company actively engaged in managing proprietary and client capital with two partner-employees. My responsibilities included the design and implementation of trading models, portfolio and risk-management applications, business development and client reporting. Products traded included North American commodity, equity index and interest rate futures via systematic, quantitative trading and risk management algorithms, developed and executed in-house.



Hybrid Leveraged ASX Equities Program

• Private Equities Trader

  • Jan 2017 - Dec 2017

  Trading personal and client interests in ASX equity CFDs and equity index CFDs. Mean reversion models form the core of the equities program, identifying short term mean reversion opportunities over one to three days. Short term mean reversion trading was conducted in ASX equity CFDs. The track record of live trading is presented below. Trading personal and client interests in ASX equity CFDs and equity index CFDs. Mean reversion models form the core of the equities program, identifying short term mean reversion opportunities over one to three days. Short term mean reversion trading was conducted in ASX equity CFDs. The track record of live trading is presented below.



Blue Fin Capital

• Financial Services
• 1 - 100 Employee

• Portfolio Manager - Systematic Derivatives Trading, Research & Operations

  • Oct 2006 - Apr 2014

  • While trading at Blue Fin, my FX program was consistently ranked in the Top10 Currency Managers under 100m globally by BarclayHedge. Clients included CSFB, BT, UBS, Toronto Dominion, Greencross Capital, FourWinds Capital. • Blue Fin Capital Pty Ltd (AFSL – 298221) was an Australian-owned wholesale alternative investment manager. • Blue Fin was founded in July 2005, using the trading & risk management approaches I had developed in preceding years. • As a systematic trading shop, trading primarily North American commodities futures markets and Spot FX on margin, much of my time at Blue Fin was devoted to designing and testing systematic rules-based trading algorithms, risk management approaches and logic plus further developing my earlier work which was used to start the business. • The results of this work provided Blue Fin with a decision-support structure to manage the company’s operational trading activities within the confines of client mandates. • My job scope and function with Blue Fin touched on every facet of the business - research, trading and operations, business development and client-facing with responsibilities for strategy design, testing and trading, daily maintenance and reconciliation of portfolios and investor relations



Highland Capital Pty Ltd

• Portfolio Manager - FX & Futures

  • Feb 2005 - Sep 2006

  Highland Capital was an Australian-based Commodity Trading Advisor (CTA) with a diverse, domestic and international client-base and approximately USD 350 million under management. I was recruited to Highland by the founding directors to manage the currency and futures exposures for clients such as Bankers Trust in their Asian Opportunities Fund using personally developed intellectual property. Responsible for currency and futures strategy, exposure and execution for Highland's Asian Opportunities Fund. Key driver of research and portfolio management functions for significant institutional mandates.



Meridian Forex

• Trading Manager

  • Jan 2003 - Jan 2005

  Using the trading & risk management framework I developed for use in beginning my track record in spot-FX as a private trader, at Meridian I was responsible for all aspects of research and trading an FX managed account program for select clients. Simultaneously successfully managed my first institutional allocation for UBS. Using the trading & risk management framework I developed for use in beginning my track record in spot-FX as a private trader, at Meridian I was responsible for all aspects of research and trading an FX managed account program for select clients. Simultaneously successfully managed my first institutional allocation for UBS.



Private

• Foreign Exchange Trader

  • Aug 2001 - Dec 2002

  • Successfully traded personal and client funds in Global Spot FX markets using proprietary trading, risk and portfolio management algorithms. • Successfully traded personal and client funds in Global Spot FX markets using proprietary trading, risk and portfolio management algorithms.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Assistant Business Development Manager

  • Sep 1999 - Apr 2001

  Marketing and distribution of CBA’s custodial services. Extensive market research and segmentation to assist targeting of business development efforts. Internal and external client liaison, educational and sales presentations. Oversight of tendering and RFP process for multiple prospective clients simultaneously pursuant to State Street Australia exiting the domestic Australian custody market. This involved documenting the entirety of CBA’s Fund Services Division methods and capabilities in consultation with divisional heads for tendering, due diligence and business analysis purposes. Responding to asset consultant queries and RFP’s.



Public Trustee

• Australia
• Accounting
• 1 - 100 Employee

• Bond Fund Analyst

  • Jul 1998 - Aug 1999

  Research and advising the Portfolio Manager regarding the Common Fund’s duration and risk profile. Monthly portfolio accounting and performance evaluation. Monthly summary and presentation of the Common Fund’s activities and performance to the Board of Directors. Research and advising the Portfolio Manager regarding the Common Fund’s duration and risk profile. Monthly portfolio accounting and performance evaluation. Monthly summary and presentation of the Common Fund’s activities and performance to the Board of Directors.



Bankers Trust Australia

• Operations Officer

  • Apr 1997 - Jun 1998



State Street Australia

• Portfolio Administrator

  • Feb 1996 - Mar 1997