David Chamberlain, Cfa Email & Phone Number

Sydney, New South Wales, Australia

Senior Investment Consultant specialising in Private Assets & Strategies, entrusted with driving wealth enhancement for ultra-high net worth clients at Walsh Bay Partners. I am responsible for the development, delivery, and monitoring of private market funds on the WBP’s APL. I contribute to the formulation of comprehensive investment strategies, advocating for resilient growth and financial well being for Australia’s most affluent families.Key Responsibilities:- Spearhead the development and evaluation of investment strategies in private market sectors, ensuring alignment with long-term portfolio growth objectives.- Conduct thorough due diligence on new opportunities and existing private market funds, presenting recommendations to the Investment Committee.- Collaborate closely with the WBP Investment Committee and Advice team to refine and enhance the investment offering, ensuring strategic alignment and client satisfaction.- Produce high-quality communications for Investment Committee, Advisers, and clients, providing clear insights and recommendations on investment decisions.- Monitor fund portfolios regularly, presenting findings to the Investment Committee and addressing any unforeseen developments, while also supporting Advisers in optimizing client portfolios.

Sydney, New South Wales, Australia

SwiftCash is an innovative digital lending platform. By utilising the latest technology SwiftCash can quickly and efficiently process loans on a large scale. As the Head of Operations at SwiftCash, I have an all encompassing role covering operations, capital raising, marketing, financial reporting as well as policy and process development.Key Responsibilities:- Strategic Leadership: Working with senior staff to formulate and execute strategies in line with organisational goals.- Process Enhancement: Streamlining lending processes with a focus on regulatory compliance, internal protocols, and loan origination. Identifying operational bottlenecks and inefficiencies, implementing automation for increased effectiveness.- Team Cultivation and Leadership: Cultivating and leading a high-calibre operations team, providing mentorship, training and guidance. Defining clear performance expectations, conducting evaluations, and fostering a culture of learning and innovation.- Risk Oversight and Regulatory Compliance: Ensuring operational workflows adhere to regulatory standards. Identifying and mitigating risks through robust control implementations and vigilant monitoring. Championing ethical conduct and safeguarding data integrity.Key Achievements and Experience:- Designed and implemented SwiftCash's processes for loan origination, credit assessment, servicing and collections within 6 months.- Coordinated the launch of SwiftCash’s digital lending platform, collaborating with multiple third-party vendors.- Design and maintenance of the SwiftCash website and other digital assets.- Authored policy and compliance documentation for staff, ensuring regulatory alignment with responsible lending guidelines.- Built comprehensive reporting capabilities to track the performance of the loan portfolio.

Sydney, Australia

Key Achievements and Experience:- Conducted due diligence meetings to assess new manager partnerships, evaluating investment propositions and market attractiveness.- Led funds management research, performing comprehensive analysis and due diligence to assist the team and potential investors.- Conducted sector reviews of alternative asset classes, covering return drivers, risks, trends, and identifying best-in-class managers.- Designed and maintained investment materials, including sales presentations, performance reports, and thought pieces.- Coordinated webinars for fund managers, fostering engagement and disseminating fund launches and market updates.- Developed insights into Australia's superannuation funds, their offerings, and preferences.- Collaborated with fund managers to produce research thought pieces, addressing market events and misconceptions.- Technical lead on new asset classes, handling due diligence and creating marketing materials to communicate complex strategies.- Developed, monitored, and improved due diligence templates, ensuring comprehensive coverage and addressing investor concerns.

Sydney, Australia

Brookvine partners with fund managers to bring exceptional opportunities to investors. Brookvine focuses on investment opportunities in alternative asset classes and highly differentiated strategies in mainstream asset classes. Since its establishment in 2001 investors have committed over $13 billion to investment opportunities backed by Brookvine. Brookvine’s investors include some of the largest superannuation and sovereign wealth funds in the world and many of the leading private wealth investment groups in Australasia.

Sydney, Australia

The role involved providing targeted, high quality, value-add investment research and related services to all AMP licensee planners/advisers. Key responsibilities:- Utilising research tools and methodologies to assess and minimise risk on behalf of AMP licensees in relation to investment products on the approved products list.- Implement changes to the approved product list based on approved research recommendations including maintenance of the list, advice support tools (including technology) and effective communication to planners/advisers.- Respond to financial planner/adviser queries in relation to investment products and strategies.- Maintain effective relationships with a range of internal and external stakeholders.- Conduct reviews of both fund managers and sectors to improve the research service offer to AMP licensees and their planners.- Analyse and monitor a range of investment products and services.- Communicate investment insights through presentations, webinars and investment committees.

Sydney, Australia

Key responsibilities:- Develop time series models to report on and forecast the seasonality of claims experience for the AMP group.- Cleaning and analysing data for the purposes of reporting and identifying 'red flag' areas for further investigation.- Create an end to end database and process to track insurance policies from the time of underwriting till the point of claim for the purpose of auditing and compliance.

Bachelor Of Mathematics & Finance, Quantitative Corporate Finance

Graduated with 1st class honours in 2013. Authored a thesis on developing a quantitative stock trading strategy using statistical.

Education record