Investment Principal

• Sep 2021 - Present

Chief Investment Officer

• Jun 2014 - Mar 2020

• Participate in the strategic development of the business • Define the investment philosophy and performance return profile that is aligned to business and client strategies • Identify opportunities for differentiation within the investment process that can be leveraged in the market • Propose and the development of products and services • Build and maintain a research capability that will identify asset managers who are able to consistently deliver on their expected returns • Build and maintain an asset allocation modelling capability • Continually monitor the structure of the portfolios and assess the ability to meet client expectations • Define and build the resources to support the investment function Show less

Chief Investment Officer

• Apr 2009 - May 2014

• Prudent management of the MVA Fund Investment Portfolio, which stood at P3.0 billion at the time. • Analyze performance of the MVA Fund’s Investment Portfolio and making recommendations to the Investment Committee for changes in the portfolio in light of performance and projected developments in the market.• To seek Strategic Investments in line with the MVA Fund Mandate• Advise the MVA Fund Investment Committee on investment strategies.• To represent the MVA Fund’s interest on Boards of companies in which it had invested directly. I served as a Director for the Francistown Retail Partnership, the Engen Palapye Property Partnership and the Engen Maun Property Partnership.• Participation in Property Developments to enhance the yield of the MVA Fund Investment portfolio• Monitor the performance of the property manager responsible for the MVA Fund’s residential property portfolio and ensure adhere to the Management Agreement and Service Level Agreements in place.• Responsible for in-house property management of the MVA Fund Head Office Building• Manage relationships with offshore managers ,custodians, banks and brokerage firms• Review of the Investment Policy Framework on an annual basis. The Investment Policy Framework comprised of the Investment Policy Statement, the Investment Committee Charter, Asset Manager Selection Guidelines and the Ethics and Conflict Of Interest Guidelines.• Monitoring performance of the MVA Fund’s Offshore Asset Managers and making recommendations regarding the renewal or cancellation of their management contracts• Conduct Annual Due Diligence reviews on the MVA Fund’s Offshore Managers• Ensure that the Actuarial Review is carried out on a triennial basis. • Monitor departmental risks and report the status of mitigation plans on a monthly basis Show less

Investment Manager

• Oct 2007 - Mar 2009

• Advise the Investment Committee on investment strategies• Liaise with Asset Managers and consultants on the annual review of the Investment Policy statement for the Fund• Conduct market research • Preparation of detailed analysis of investment returns against agreed benchmarks• Analyse the Fund’s investment portfolio and make recommendations for changes in light of performance and market developments• Ensure proper record keeping in respect of the Funds’ investments• Assist with the preparation of portfolio valuations• Administer funds in the interests of beneficiaries and ensuring that income from funds is distributed in accordance with the terms of the trust• Monitor performance of asset managers managing the Funds’ portfolios and make recommendations regarding the renewal or cancellation of their management contracts• Represent the Fund’s interests on Boards of companies in which the Fund has invested directly Show less

Portfolio Manager

• Feb 2004 - Sep 2007

• Manage the Fleming Retirement Fund, a pooled fund which comprised of seven institutional clients at the time. As part of the management function, the portfolio was continuously monitored and the onshore and offshore components were continuously rebalanced to ensure compliance with the client guidelines along with the Fleming ‘in-house’ view or model portfolio.• Prepare quarterly reports for each of the clients invested within the Fleming Retirement Fund. These reports analyzed overall portfolio performance as well as performance by asset class relative to various benchmarks.• Quarterly report backs with clients to discuss their investment performance and to give the client, Fleming’s in-house outlook for financial markets and performance.• Attend to queries by both the Fund Trustees and Fund Consultants • Carry out research on local shares. Show less

Trainee Portfolio Manager

• May 2001 - Jan 2004

• Manage various institutional client portfolios and high net worth individual portfolios• Ensure that the local equity allocations of all client portfolios comply with the house-view• Client reporting• Performance calculation• Carry out research on local shares