Supporting Loftus Peak’s integration of environmental, social and governance criteria into Loftus Peak’s investment processes

Tutoring/ mentoring the business finance undergraduate capstone subject/unit, covering corporate finance and investment management.

Oversight and review of the listed Fund's compliance with its regulatory and corporate governance policies and procedures. The Fund invests in a diversified portfolio of listed debt equity hybrid securities. Managed by Elstree Hybrid Management Pty Limited (www.eiml.com.au)

Oversight and review of the listed Fund's compliance with its regulatory and corporate governance policies and procedures. The Fund invests in a diversified portfolio of listed debt equity hybrid securities. Managed by Elstree Investment Management Limited (www.eiml.com.au)

Consultant to several of JANA’s advisory funds and actively involved in setting investment strategies, providing advice on asset allocation, investment managers and other investment related matters. Also Member of the Capital Markets Group which has ultimate responsibility for JANA’s asset allocation advice, and of the Responsible Investment Research Team.

Managed direct share portfolios with a particular focus on ethical and impact investment for high net worth individuals, self managed super funds, foundations and other investment entities.Write investment management proposals.Participation in investment committee meetings.

Provision of governance advice to company boards. Undertaking and presenting outcomes of board reviews. Recruitment of non-executive directors.

Invested own capital in a range of property projects and turnaround and biotech private businesses (as part of consortia). Included being CEO (and owner) of CD Oz Pty Ltd, a manufacturer of digital media. Business sold in February 2007.

Head of Debt Markets Division that was responsible for the origination, arrangement and placement with institutional investors of a wide range of debt market products including inflation linked securities, corporate debt and mortgage backed securities.Key transactions included inflation linked bonds for Hills Motorway Trust (M2) and Melbourne City Link.Responsible for developing institutional investor appetite for these new assets.Responsible for managing and developing key relationships with institutional investors (super/ pension funds and insurance companies), issuers (government, PPP and corporate) and co-underwriters in other banks, as well as internally with senior management and other relevant areas in Macquarie Bank.Management of the Division's staff and administration of the business.

Provide economic analysis and advice on Australian and New Zealand to institutional investors and support in-house sales and trading in fixed income securities.