Richard Rohleder, CFA
Head of Corporate Strategy / General Manager Corporate Development and Strategic Transactions at Challenger Limited- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteApr, 2022- Nov, 2024
Experience
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Challenger Limited
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Australia
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Financial Services
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700 & Above Employee
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Head of Corporate Strategy / General Manager Corporate Development and Strategic Transactions
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Jul 2021 - Present
Leader of Challenger's Group Strategy team with responsibility for:- strategy formulation and transaction execution across Challenger's regulated life insurance company (Challenger Life Company) and Funds Management division;- coordinating Challenger's annual corporate and business strategy cycle; and - corporate transaction activities including M&A, strategic investments and equity capital markets
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Project Lead Bank Transition
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Jan 2021 - Jul 2021
Interim appointment to lead the transition and integration of Challenger Bank following the acquisition by Challenger of a small ADI. Key responsibilities included:- Overseeing directly c.10 FTE including project managers, business analysts, change managers and consultants;- Working with Challenger's leadership team to formulate the Bank's strategy focused on its term deposit offering and lending capability; and- Integrating the ADI into Challenger's existing operations and technology stack.Notable initiatives supported by the Bank transition team included:- Standing up Challenger Bank's corporate lending, treasury and risk & compliance capability;- Creation of an IT road map to integrate Challenger Bank;- Migrating the existing ADI staff to the new Challenger offices and the build out of the Challenger Bank team;- Migrating the ADI to the Challenger Bank brand;- APRA approval of Challenger's FSSA application and business plan;- Term deposit distribution arrangement with Australian Money Market; and- Agreeing a forward flow lending arrangement with a third party platform originating auto loans. Show less
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Associate / Associate Director / Director / Head of Strategic Transactions Challenger Life Company
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Jun 2013 - Jan 2021
Responsible for overseeing and managing the strategy, business operations, transaction execution and project management for Challenger Life Company. The team has responsibility for strategy formulation, efficient operation and structuring of Challenger Life Company as well as for the design and implementation of strategic and complex transactions. Transactions included strategic investments, mergers and acquisitions, divestments, strategic partnerships and cross-border reinsurance arrangements. Responsible for managing key stakeholder relationships including Challenger Life Company's core service providers such as the Distribution Product and Marketing, IT, Investment Operations, Legal and Tax teams both on an ongoing and project related basis. In addition, the team oversees the Challenger @gility initiative which seeks to assist the Challenger group in simplifying and improving its business processes as well as reducing cost base and increasing efficiency. This is done through initiatives such as process improvement, as well as change, knowledge and time management. Show less
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Lazard
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United States
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Financial Services
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700 & Above Employee
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Vice President Mergers Acquisition
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Jan 2013 - Jun 2013
Advising Australian corporations and private equity companies on corporate mergers and acquisitions, including public and private company transactions. Responsibilities included the preparation of marketing materials and analysis of potential transactions including financial modelling, as well as negotiating key legal contracts such as term sheets and sale and purchase agreements. As vice president, the role also required me to train and be responsible for the work prepared by associates and analysts in my team. Show less
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Nomura
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Financial Services
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700 & Above Employee
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Senior Associate Mergers and Acquisitions
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Oct 2007 - Jan 2013
Advising corporates and private equity companies on corporate M&A transactions. Approximately, three years spent with Nomura London and two years with Nomura Australia. Key responsibilities included financial modelling and valuation. Financial modelling included merger models, operating models, leveraged buyout models and relative valuation models. Valuation techniques included on relative valuation (multiples) and discounted cash flow techniques. Advising corporates and private equity companies on corporate M&A transactions. Approximately, three years spent with Nomura London and two years with Nomura Australia. Key responsibilities included financial modelling and valuation. Financial modelling included merger models, operating models, leveraged buyout models and relative valuation models. Valuation techniques included on relative valuation (multiples) and discounted cash flow techniques.
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KPMG UK
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United Kingdom
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Accounting
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700 & Above Employee
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Analyst
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Sep 2004 - Jan 2007
Graduate position that involved 6 months in infrastructure and government audit, PPP/ PFI, debt advisory and mergers and acquisitions. After the end of the graduate rotation scheme, I specialised in mergers and acquisitions. Graduate position that involved 6 months in infrastructure and government audit, PPP/ PFI, debt advisory and mergers and acquisitions. After the end of the graduate rotation scheme, I specialised in mergers and acquisitions.
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Education
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2001 - 2004
Exeter University
BA Hons, Economics and Finance -
1993 - 2000
Haileybury
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