Southern Right Capital is an investment firm with a unified vision for how we source and underwrite opportunities and deploy capital. We build long-term value by identifying exceptional investment talent whose franchises we help to grow. This we do by offering strategic support during the early stages of their franchise life cycles and connecting them with aligned pools of capital, alongside whom we invest as respected peers.

Responsibilities• Setting the targets, sales and business strategy for Invesco in the UK.• Resourcing, focusing and leading a 55 person sales and service team covering the entire UK market. • Working with clients to deliver investment strategies in Equities, Fixed Income, Real Estate, Private Credit, Solutions ETFs and Investment Trusts.• Member of the EMEA wide Distribution Leadership TeamAchievements• Developed and implemented a plan to return the UK to positive sales growth • Achieved a significant restructuring of the business, reorganising sales teams into client centric channels focusing on key clients and specific market segments, rebalancing resources to growth areas, established a shared UK wide client relationship management platform and refreshing the talent pool. • Restructured the investment trust business including corporate mergers with the boards. • Launched the Buy and Maintain Fixed Income and a risk rated product range with digital distribution enablement.• Achieved named strategic partnership status with large asset owner developing a multi billion dollar partnership.• Achieved multi billion dollar sales across multiple channels and active, passive and private market strategies

Responsibilities:• Setting the targets, sales and business strategy for Invesco’s Institutional business in EMEA.• Resourcing, focusing and leading a 50 person sales and service team covering the EMEA markets focusing on UK, France, Belgium, Netherlands, Nordics, Germany, Switzerland, Austria, Middle East, Africa and Israel.• Member of the Invesco Global Institutional Leadership Team.• Sponsor of the Invesco Sovereign and Central Bank Group• Established business plans for sovereign, pension consultant and insurance clients in each region. • Embedded the Key Account Management model for globally operating clients. • Achieved multi billion Dollar gross flows across active strategies.

Responsibilities:• Setting the sales strategy, resourcing and leading the UK Institutional Sales and service team to deliver on targets.• Lead the delivery of Invesco’s Global Sovereign Wealth Fund proposition globally through Charing the Invesco Sovereign Investors Group. • Lead the global roll out of the Invesco Global Sovereign Asset Management Study and Invesco Sovereign Investment Programme with Cambridge University.• Lead the Invesco delegation to the IMF /World Bank Annual MeetingsAchievements:• Delivered a restructuring of the UK Institutional team into client segments focused on Insurance Balance Sheet, Corporate Defined Benefit and Defined Contribution Pension Schemes and Local Government Pension Pools. • First $1bn low carbon equity mandate with one of the newly established local government pension pools. • Implemented performance fee pricing across multi asset book to support business retention.• Supported two new African Sovereign client wins with the MEA business.• Achieved multi billion Dollar gross flows

Responsibilities:• Develop and implement the Institutional Sales strategy for the Middle East, Caspian and Africa region.• Resource and lead team to deliver on strategy and targets through the generation and execution of appropriate client engagement plans for Sovereign, Endowment, Pension and Family Office client segments.• A personal specific focus on Key Sovereign Clients in the Middle East.• Lead the Invesco Global Sovereign Investment Group (SIG) partnering with regional Sales Leaders to coordinate and share best practice across all Invesco wide Sovereign activity.• Lead the Invesco Global Sovereign Asset Management Study (IGSAMS) rollout to key clients and media as well as the Invesco Sovereign Investment Programme (ISIP) for clients in conjunction with Cambridge University. • Lead Invesco client engagement delegations to IMF/World Bank meetings in the USA and Asia in conjunction with Fixed Income and Thought Leadership colleagues establishing relationships and generating opportunities for foreign exchange reserve management.Achievements:• Achieved wins $1bn+ fixed income wins with Central Bank and, $1.7bn Multi Asset Sovereign win. • Constantly generated $2-4m of advertising equivalent press value from Invesco Global Sovereign Asset Management Study rollout to journalists. • Supported key client rollout across Asia through client roadshows. • Hosted and led the 30+ client one-week ISIP event in Cambridge each year.

Responsibilities:• Leading the Institutional sales and service team in the Middle East.• Develop and grow relationships with key Sovereign Wealth Funds and Pensions Funds• Active founder member of the Invesco Sovereign Investors Group.Achievements• Grew the business from approximately ~$2bn in AUM to ~$25bn in AUM • Assets raised across Real Estate (direct Investment), Private Equity (shipping fund), Asian Equity, US Small caps, Japan Equity, Liquidity, CLOs, ETFs. • Led multi-level relationships with all the key regional sovereign wealth fund central banks and pension funds. • Hired a team and developed a successor.

Moved to Dubai to establish on the ground coverage of sovereign wealth funds, pension funds, family offices and bank treasury desks. Established relationships from scratch with key sovereign wealth funds, Pension Funds, Banks, Family offices and Central Banks in Kuwait, Saudi Arabia, the United Arab Emirates, Bahrain, Oman and Qatar. Won first mandates in Saudi Arabia for the firm as well as assets from Bahrain, Kuwait and Abu Dhabi.

Responsible for Invesco’s business in Israel with Excellence Nessuah, the local distribution partner, covering insurance and pension institutions as well as Excellence’s private clients. Helped develop the institutional strategy for the Middle East.

Relocated to Henley to support the investment team with the new responsibilities for managing institutional and oversees client assets. Built relationships with international sales teams, launched a global bond fund for the Italian market and an Eastern European and Russian Fund for the Japanese market raising over $100m each.

Supported two UK CEOs across their Investment, Distribution and Operations remit. Secretary to the UK management committee, member of the integration programme office after the takeover of Perpetual by Invesco.

Establishment of Fund Supermarkets and platforms in the UK

Institutional and Retail Sales Support