Pollination is a specialist climate change investment and advisory firm, accelerating the transition to a net zero, climate resilient future. A Transition Listed Infrastructure (TLI) strategy was developed to engage with, invest in, and support high quality listed companies that are building the infrastructure required for a net zero future. The TLI team, working with Pollination specialists, created an insightful and proprietary approach to integrating ESG and transition pathways into global… Show more Pollination is a specialist climate change investment and advisory firm, accelerating the transition to a net zero, climate resilient future. A Transition Listed Infrastructure (TLI) strategy was developed to engage with, invest in, and support high quality listed companies that are building the infrastructure required for a net zero future. The TLI team, working with Pollination specialists, created an insightful and proprietary approach to integrating ESG and transition pathways into global listed infrastructure stock selection.• Founding Portfolio Manager and Co-lead for Pollination’s TLI strategy• Designed and developed a new global listed infrastructure strategy with key points of differentiation• Established an investment process using proprietary integrated ESG scoring, transition impact analysis and valuation criteria to assess and monitor performance of companies on present and future transition• Built a team that can implement the investment process with the industry skills needed for a transition-focused investment strategy• Construction of a concentrated, high conviction model portfolio (supported by detailed stock coverage) of global listed infrastructure companies that accelerate the transition to a net zero, climate resilient future and deliver strong investment returns• Analyst responsibility for the data centres, railroads, renewable energy and toll road sectors Show less

• Managed two concentrated global listed infrastructure portfolios (individually managed accounts) for New Zealand Superannuation Fund and Commonwealth Superannuation Corporation• Launched and managed a high conviction fund in global listed infrastructure securities with internal seed capital• Portfolio manager responsibility for the global listed transport infrastructure sector (airports, ports, railroads and toll roads) and the telecommunications infrastructure sector (data centres… Show more • Managed two concentrated global listed infrastructure portfolios (individually managed accounts) for New Zealand Superannuation Fund and Commonwealth Superannuation Corporation• Launched and managed a high conviction fund in global listed infrastructure securities with internal seed capital• Portfolio manager responsibility for the global listed transport infrastructure sector (airports, ports, railroads and toll roads) and the telecommunications infrastructure sector (data centres, fibre, macro cell towers and satellites)• As a member of the Listed Portfolio Committee, responsibility for all portfolio sectors/stocks, individual client and aggregate firm portfolio positioning, consideration of any macro shifts that may have implications for listed portfolio strategies and origination of potential new investment ideas• Worked closely with, and managed, the analyst team in the research, valuation, presentation and monitoring of listed investments (and potential new investments)• Member of the firm’s airport sector team (listed and unlisted), providing insights based on global airports experience Show less

Consultancy contract - scoping study and business set-up for ATLAS Infrastructure

• Portfolio manager for Tailored Portfolio Strategies (bespoke portfolios based on client specific requirements for return, risk and geographic or sector exposures)• Managed a global listed infrastructure portfolio for the Future Fund• Analyst coverage for listed infrastructure companies in Australia, New Zealand, Europe and a number of emerging markets• Non-compete period (December 2014 to September 2015)

Head of Airports & Ports (listed and unlisted)

Australian listed infrastructure

• Financial Planning & Analysis Team• Investment appraisal for non-aeronautical businesses (property, car parking, ground access and retail)• Tender assessment committees• Corporate planning• Capital expenditure budgeting• Debt refinancing and regearing• Board and shareholder reporting and engagement

Investment analysis for NSW and QLD toll roads, including M&A (M2 Hills Motorway acquisition)

Corporate Finance Advisory (private equity and M&A)

Corporate Recovery Services

• Corporate Banking• Graduate program (1997)