Anthony Haughie Email & Phone Number

Auckland, New Zealand

- Responsibility for daily production of Net Asset Valuations for all wholesale and retail funds, including profit & loss review and sense check of fund, asset class, and security performance relative to comparable underlying market movements.- Extensive experience in derivative products (including futures, options, credit default swaps, interest rate swaps and total return swaps), commodities and cryptocurrencies, including valuation, reporting, taxation treatment and settlement.- Key member of the project team responsible for transforming the middle- and back-office function, including the successful transition to a new investment operations system and re-engineering of existing processes, delivering more timely and accurate reporting, an enhanced control environment and reduced operational risk.

Wellington, New Zealand

- Responsibility for rebalancing all internally managed funds valued at $7.0b, generating and executing all external trades (including equities, futures, foreign exchange, and forward currency contracts), and managing key relationships with counterparties.- Dedicated personal client manager for the founding family of Kiwi Wealth Investments (comprising the largest and most influential Private Portfolio clients of the business), with responsibility for all trade execution, cash management, reporting, taxation and all ad-hoc queries.

Wellington, New Zealand

- Managing the team responsible for the full back-office function including trade posting, trade settlement, cash and scrip reconciliations, pricing, benchmarking, client deposits and withdrawals, cash management and reporting.- Streamlining and rationalising the Private Portfolio product offering, achieving fee, taxation and performance benefits for clients, enabling scalability and efficiencies in the product offering, and reducing operational complexity and risk in the business.- Transforming and re-engineering the Investment Operations function from one that was previously reliant on spreadsheets and highly manual processes, through development of improved processes and systems, the automation of tasks, and the implementation of new purpose-built software.

Wellington, New Zealand

- Provision of professional investment advice to clients, including critical appraisal of existing investment portfolios, recommendation of suitable investment mandates, and explanation of Kiwi Wealth's current investment strategy and investment performance of client portfolios.- Responsibility for the month-end process for all investment products, including execution of changes in Kiwi Wealth's investment strategy, rebalancing of portfolios, and generation of portfolio performance and position reports.- Managing the function responsible for the taxation of investments, including satisfying periodic reporting and disclosure obligations, and liaising with external tax advisers, clients, accountants and external taxation authorities.

Basingstoke, England, United Kingdom

- Flotation of company on the London Stock Exchange via a $550m initial public offering (IPO) in conjunction with lead underwriters Merrill Lynch and Lazard & Co, with particular involvement in capital structure, dividend policy, bank covenants, pension and taxation.- Completion of over ten acquisitions individually valued up to $140m of entities in North America, Europe, Asia and the Pacific, including due diligence, negotiation, financing, board approval, documentation, and post-acquisition integration.- Recapitalisation of group's capital structure including syndication of $545m credit facility in conjunction with Permira Private Equity Advisers and lead underwriter Societe Generale, with particular involvement in developing financial projections and bank covenants.- Group treasury duties including management of short and long term borrowing requirements, active daily cash management, and management of interest rate and exchange rate exposure through the utilisation of derivatives.

Basingstoke, England, United Kingdom

- Member of select project team involved in $465m management buyout (MBO) of publicly listed company, with primary responsibility for bank covenants.- Manager of executive bonus scheme for the 200 most senior executives globally, and controller of salary review process for all 2,000+ UK employees.- Design, development and implementation of Balanced Scorecard performance management tool, working with the Board of Directors and external advisers.

London, England, United Kingdom

- Administrative responsibility for derivative-based private client portfolios, including preparation of valuation reports, performance measurement calculations, and comparison to benchmarks.- Management of corporate actions for the equity component of portfolios, including assessing the merits of takeover offers, rights issues, warrants, etc.

Hamilton, Waikato, New Zealand

- Design, development and implementation of economic value added (EVA) performancemeasurement system for privately owned businesses.- Development of financial models for forecasting financial performance of capital investment projects, including NPV calculations and sensitivity analysis.