Niv Dagan

Founder & Executive Director at PEAK Asset Management
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Location
AU

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Malcolm Hester

I have been with Niv for several years now. He is the ultimate professional and will go out of his way to ensure his clients are happy. Niv's financial markets knowledge and co-invest strategy gives me the confidence in the markets. Looking forward to many more years of fantastic returns.

Mark Wolf

Niv strives for results, is customer focused, always cheerful and friendly, informative and easy to deal with. Niv has an excellent depth of knowledge regarding the financial markets and has provided excellent service since for close to 6 months! Mark Wolf (National Manager, Prospect Environmental)

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Experience

    • Australia
    • Investment Banking
    • 1 - 100 Employee
    • Founder & Executive Director
      • Oct 2013 - Present

      Peak Asset Management is a boutique investment management & corporate advisory firm, with offices in Melbourne and Vancouver. Our entire principle is built on the "co-invest" model, so we only put opportunities in front of our clients (HNWs, family offices, small cap funds and institutions), that we personally back with our own capital. We have backed some of the best performing companies in the past several years. Our objective is to identify disruptive global businesses with great management teams that generate alpha for our investors. In everything that we do, we co-invest along side you. For more information on the company, our investment approach or on our investment strategies, please email me directly at niv.dagan@peakassetmanagement.com.au.

    • Australia
    • Software Development
    • 1 - 100 Employee
    • Non Executive Director
      • Nov 2019 - Sep 2020
    • Head of Trading & Securities
      • May 2012 - Oct 2013

      • Responsible Manager of the AFSL License. • Management and oversight of the group's P/L and Financials. • Building and Managing a high profile team across Australia and Asia to ensure that each individual is driven to perform at their maximum aptitude. • Chairman of HC's Investment Committee. • Active management and implementation of HC's investment strategies and Alternative Trading Arm: - Takeover Arbitrage. - Statistical Arbitrage (US Market focus). - Sophisticated investment opportunities. - Portfolio Management: Management of HC's High Income and Global Growth portfolios. - Foreign Exchange Arbitrage and Physical FX Business. - Emerging market specialist opportunities. - Structured Products and Hedging. - Venture Capital and Funds Management. • Development and integration of the group's push into the Asian, US and European markets by setting up JV opportunities with key strategic partners. • Focus on identifying gaps that deliver our stakeholders tailored solutions not available elsewhere in the open market.

    • Head of Capital Markets
      • Mar 2010 - May 2012
    • Non-profit Organizations
    • 1 - 100 Employee
    • Institutional Dealer - Wholesale Desk
      • May 2007 - Mar 2010

Education

  • University of Melbourne
    Bachelor of Commerce (Honours Finance), Finance
    2002 - 2006
  • USC Marshall School of Business
    Business Administration, Finance
    2005 - 2005
  • Melbourne High School
    1998 - 2001

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