Gareth Connellan, Qfa

Gareth Connellan, Qfa Email and Phone Number

Principal ~ Corporate Sponsorship Capital Raising @ OpenHive Honey
Dublin, IE
Gareth Connellan, Qfa's Location
Dublin, County Dublin, Ireland, Ireland
Gareth Connellan, Qfa's Contact Details

Gareth Connellan, Qfa personal email

Gareth Connellan, Qfa phone numbers

About Gareth Connellan, Qfa

I bring to bear a distinguished, impeccable, multi-endorsed career spanning >25 years in the investment industry.I am a substantially experienced investment professional with expansive knowledge of global financial markets and investments, client & consultant relationship management, manager research, investment sales & distribution, product development, regulation & compliance and investor relations/investment marketing.I’ve spent most of my career in multi-faceted investment specialist roles dealing with institutional asset owners and professional asset-allocators (Consultants & Multi-Manager Fund Selectors) covering active, passive, alternative and hedge fund strategies within public and private markets and across every asset class, including dozens of investment strategies and every conceivable client type. I have globally expansive knowledge of big-picture top-down thinking (SAA & TAA views) including global-macro and geo-politics, combined with bottom-up, fundamental analysis through daily engagement with research analysts (buy-side & sell-side), portfolio managers, economists and strategists. My equities knowledge and experience covers the entire research and valuation continuum, from fundamental to quant-based methodologies (deep-value through to growth/momentum), and my fixed Income experience covers the entire yield curve and credit spectrum from treasury cash solutions through to complex portable-alpha REPO/Private-Credit overlay LDI strategies. My alternatives experience covers Private Equity, Private Credit, Infrastructure, Physical Direct Property and Agriculture.Organisationally, I have earned the trust of numerous rotations of CEOs, CIOs and Investment Unit Heads, driving business, distribution strategy and operating model projects.I have deep hands-on experience of all aspects of Investment Marketing and RFP/DDQ, overlayed with a healthy dose of legal, risk and compliance expertise covering regulatory jurisdictions in Ireland, the UK, Europe and South Africa.I am comprehensively networked throughout the UK, Ireland, Continental Europe, North America and Southern Africa ~ having deep personal relationships with key decision-makers across the entire landscape of buy-side and sell-side professionals and asset-allocators in the institutional, wholesale and retail domains.Married for 30 years with three beautiful children and a passionate outdoors activity enthusiast.

Gareth Connellan, Qfa's Current Company Details
OpenHive Honey

Openhive Honey

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Principal ~ Corporate Sponsorship Capital Raising
Dublin, IE
Website:
openhive.ie
Employees:
2
Gareth Connellan, Qfa Work Experience Details
  • Openhive Honey
    Principal ~ Corporate Sponsorship Capital Raising
    Openhive Honey
    Dublin, Ie
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  • Haven Green Investment Management
    International Business Development & Consultant Relations
    Haven Green Investment Management Oct 2023 - May 2024
    Dublin, County Dublin, Ireland
    Appointed by Paul Price (ex-Global Head of Distribution at Morgan Stanley Investment Management) and reporting to Dominik Kremer (ex-Global Head of Distribution at Unigestion) at this start-up investment distribution firm, my role entailed business development/capital raising, investor relations and investment due diligence for Haven Green’s various ESG and Sustainability focused public and private market boutique affiliate managers’ strategies into the whole of Ireland, the UK and Continental… Show more Appointed by Paul Price (ex-Global Head of Distribution at Morgan Stanley Investment Management) and reporting to Dominik Kremer (ex-Global Head of Distribution at Unigestion) at this start-up investment distribution firm, my role entailed business development/capital raising, investor relations and investment due diligence for Haven Green’s various ESG and Sustainability focused public and private market boutique affiliate managers’ strategies into the whole of Ireland, the UK and Continental Europe (from the Nordics to the Med).I directly engaged the full spectrum of institutional asset owners and professional asset allocators/fund selectors/Investment Consultants (Pension and Alternatives specialist consultants), where I leveraged my expansive knowledge of all public and private market asset classes and investment strategies, notably within private credit, private equity, real estate, infrastructure and agriculture/natural resources.Represented the following firm's strategies & Funds: Hotchkis & Wiley, Osmosis, Ecofin, Tenax, Lion Global, QVIDTVM, Alpha Intelligence Capital, Fountain Healthcare Partners, Yabeo, IMMO, NXT Capital, Blue Like an Orange Show less
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  • Coopman Search And Selection
    Principal Consultant / Head Of Business Development
    Coopman Search And Selection Dec 2021 - Sep 2023
    Dublin, County Dublin, Ireland
    Drove the business expansion of this award winning, B-Corp Certified start-up financial services recruitment company into new investment markets globally, focussing on c-suite and senior-level front-office investment professionals.Leveraged my personal brand and industry reputation to expand my industry network to >12 000 investment professionals and c-suite business leaders globally. Network coverage spans the whole of Ireland, the UK, Continental Europe (from Nordics to the Med)… Show more Drove the business expansion of this award winning, B-Corp Certified start-up financial services recruitment company into new investment markets globally, focussing on c-suite and senior-level front-office investment professionals.Leveraged my personal brand and industry reputation to expand my industry network to >12 000 investment professionals and c-suite business leaders globally. Network coverage spans the whole of Ireland, the UK, Continental Europe (from Nordics to the Med), east-coast North America (from Miami to Montreal), Middle-East and Africa.Wrote thought-leadership investment content to position my credentials as an established investment professional.o https://www.linkedin.com/pulse/conflict-crisis-fertilizer-stoking-global-inflation-gareth-1f/ Show less
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  • Amundi
    International Business Development & Consultant Relations
    Amundi Apr 2020 - Dec 2021
    Dublin, County Dublin, Ireland
    Appointed by Jean Jacques Barberis, (Deputy CEO - Head of institutional & Corporate Clients Division, ESG Supervisor) and reporting to Ziad Sikias (CEO, Middle East, Africa, Central Asia) in Paris.Tasked to significantly promote and expand the visibility of Amundi in Southern Africa, profiling the company and its expansive suite of investment strategies, ultimately driving sales across the entire product set.Marketing and Sales efforts focused on the entire SA professional asset… Show more Appointed by Jean Jacques Barberis, (Deputy CEO - Head of institutional & Corporate Clients Division, ESG Supervisor) and reporting to Ziad Sikias (CEO, Middle East, Africa, Central Asia) in Paris.Tasked to significantly promote and expand the visibility of Amundi in Southern Africa, profiling the company and its expansive suite of investment strategies, ultimately driving sales across the entire product set.Marketing and Sales efforts focused on the entire SA professional asset allocator and asset owner universe, covering Institutional, Wholesale (DFM) and high AUM Retail/IFA markets. Covered Amundi’s comprehensive suite of capabilities plus those of KBI Global Investors; CPR Asset Management; Amundi Pioneer USA strategies; Polen Capital's Global Growth strategy.Amundi's expansive suite of solutions entail the following strategies:Alternatives; Bonds; Credit; Emerging Markets; Equity; ESG Focused; High Yield; Liquidity & Treasury; Multi-Asset; Passive/ETFs; Prime (Low Cost) ETFs; Smart-Beta & Factors Show less
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  • Freelance
    Asset & Funds Management ~ Professional Consulting
    Freelance Jan 2020 - Dec 2021
    Dublin, Ireland
    Immediately post emigrating from South Africa (with Irish citizenship), offered strategic, commercial, distribution and marketing insights to Irish, UK/European or North American based financial services/asset & wealth management businesses seeking business development and product distribution advice on the Southern Africa institutional, wholesale & HNW landscape or reciprocal arrangements.
  • Stanlib
    #1 ~ Client Director (Institutional)
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    • Tasked with servicing STANLIB’s largest, multi-billion book of institutional clients with a multi-million P&L, consisting of a blended mix of DB/DC pension funds, university foundations and trusts, listed and unlisted corporates, family offices, State Owned Entities, Multimanagers & DFMs including high AUM IFAs.• This mix of clients held investments in a variety of specialist SMA mandates or pooled funds, spanning every asset class and investment strategy.
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  • Stanlib
    #5 ~ Legal, Risk & Compliance (Middle Office) Specialist (1St Lod)
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    • Tasked by Executive to write Financial Sector Conduct Authority (FSCA) Regulatory Exams to be appointed as Key Individual (KI) for STANLIB.• Directly performed multiple 1st LoD procedural controls, processes and oversight responsibilities including:o New institutional client take-on including (AML/KYC/CRS).o Crafting bespoke IMA/SMA portfolio agreements or addendums taking cognisance of client and consultant requirements (inclusions or exclusions) within regulatory compliance… Show more • Tasked by Executive to write Financial Sector Conduct Authority (FSCA) Regulatory Exams to be appointed as Key Individual (KI) for STANLIB.• Directly performed multiple 1st LoD procedural controls, processes and oversight responsibilities including:o New institutional client take-on including (AML/KYC/CRS).o Crafting bespoke IMA/SMA portfolio agreements or addendums taking cognisance of client and consultant requirements (inclusions or exclusions) within regulatory compliance parameters.o Performed investment mandate and regulatory compliance oversight.o Ran investment performance attribution analytics (APT, StatPro, HiPort, StyleResearch) for client or consultant reporting and engagement.o Compiled ESG/SRI reporting for clients and consultants.o Managed financial controls including fee negotiations, performance fee calculations Show less
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  • Stanlib
    #6 ~ Investor Relations & Investment Marketing Specialist
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    • Created and wrote critical inputs into all elements of Institutional Marketing collateral content.• Wrote thought-leadership articles for multiple investment teams, crafted the monthly/quarterly fund report commentaries, website content, and created the ‘golden thread’ template responses for all consultant and multimanager RFP and DDQ tenders and questionnaires.• Created the content and produced and conducted the presentations for monthly/quarterly client report back presentations.
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  • Stanlib
    #4 ~ Business Development Director (Institutional & Wholesale)
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    • Allocated the largest, multi-billion Net AUM sales target in the firm.• Focused on sales to the largest pension actuaries, asset consultants, multimanagers and DFMs in the country. Also engaged my book of institutional clients and institutional prospects directly. • Sales target spanned STANLIB’s entire domestic and international partner range of solutions.• Consistently achieved or exceeded sales targets, in some years by considerable margins (>200%), winning many of… Show more • Allocated the largest, multi-billion Net AUM sales target in the firm.• Focused on sales to the largest pension actuaries, asset consultants, multimanagers and DFMs in the country. Also engaged my book of institutional clients and institutional prospects directly. • Sales target spanned STANLIB’s entire domestic and international partner range of solutions.• Consistently achieved or exceeded sales targets, in some years by considerable margins (>200%), winning many of STANLIB's most significant client mandates. Show less
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  • Stanlib
    #7 ~ Business Strategist
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    Given my expansive knowledge and insights into the investment industry, selected as trusted advisor by numerous rotations of CEOs, CIOs, COOs, and Heads of Investment, undertaking and providing crucial industry landscape and competitor research, forecast and scenario planning taking into account the evolving asset management operating environment and AUM flow and industry gate-keeper dynamics.
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  • Stanlib
    #2 ~ Consultant Relations Director
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    • Directly managed the investment engagement relationships with SA’s largest pension investment consultants and multimanagers - many with global offices (WTW, Mercer etc)• Responsible for the strategic management of these key professional asset allocator accounts, acting as the interface between them, STANLIB’s investment teams and appointed clients where they acted as investment consultants. • Held direct responsibility for all engagement and successful completion of all RFP/DDQ… Show more • Directly managed the investment engagement relationships with SA’s largest pension investment consultants and multimanagers - many with global offices (WTW, Mercer etc)• Responsible for the strategic management of these key professional asset allocator accounts, acting as the interface between them, STANLIB’s investment teams and appointed clients where they acted as investment consultants. • Held direct responsibility for all engagement and successful completion of all RFP/DDQ documentation and due diligence or new business pitches and client reportback presentations. Show less
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  • Stanlib
    #3 ~ Investment Specialist (All Asset Classes & Strategies In Public & Private Markets)
    Stanlib May 2009 - Dec 2019
    Stanlib Asset Management
    • In Public Markets space, I covered global and domestic strategies in Absolute Return, Equity, Fixed Income, Multi-Asset, Listed Property and Quant/Index.• In Private Markets/Alternatives space, I covered global and domestic strategies in Agriculture, Infrastructure, Private Credit, Private Equity and Physical/Direct Property.• Worked directly with the Heads of multiple investment teams, gaining expert/CFA level knowledge and insights on their investment philosophies, processes… Show more • In Public Markets space, I covered global and domestic strategies in Absolute Return, Equity, Fixed Income, Multi-Asset, Listed Property and Quant/Index.• In Private Markets/Alternatives space, I covered global and domestic strategies in Agriculture, Infrastructure, Private Credit, Private Equity and Physical/Direct Property.• Worked directly with the Heads of multiple investment teams, gaining expert/CFA level knowledge and insights on their investment philosophies, processes, strategies and research methodologies.• Worked in close collaboration with our international investment partners:o Columbia Threadneedle Investments, for Global Equity & Global Multi-Asset solutions,o Brandywine Global Investment Management, for Global Fixed Income solutionso Fidelity International, for Global $, €, £ Institutional Cash Solutions.• In my additional roles as Consultant Director, Client Director and Business Development Director, I leveraged this knowledge to improve professional engagement with Consultants and Multimanagers, enhance quality engagement with Clients, and create opportunities for direct and complex cross-sales. Show less
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  • Stanlib
    Product Executive - Institutional Business (Svp Level)
    Stanlib May 2002 - Apr 2009
    Johannesburg Area, South Africa
    o Tasked with driving sales and implementing “take-to-market” strategies for our suite of Funds and bespoke investment strategies across the entire suite of capabilities.o Initiated industry & peer group analytical research and drove the process through the Industry Regulator, Legal, Risk, Compliance, Finance, Operations, Marketing and Distribution to launch and take-to-market four new, highly successful Funds which captured significant market share.o Allocated the highest Sales Target… Show more o Tasked with driving sales and implementing “take-to-market” strategies for our suite of Funds and bespoke investment strategies across the entire suite of capabilities.o Initiated industry & peer group analytical research and drove the process through the Industry Regulator, Legal, Risk, Compliance, Finance, Operations, Marketing and Distribution to launch and take-to-market four new, highly successful Funds which captured significant market share.o Allocated the highest Sales Target in the firm, with priority to focus on the largest, most strategic client opportunities.o Directly engaged the largest Asset Consultants/Actuarial firms and Multimanagers nationally.o Consistently exceeded KPI’s and business targets, negotiating and winning many of STANLIB’s most significant client accounts. Show less
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  • Liberty Group South Africa
    Liberty Asset Management (Libam) ~ Head Of Business Development & Marketing (Director Level)
    Liberty Group South Africa Sep 1999 - Apr 2002
    Johannesburg Area, South Africa
    Sought out by Liberty Group Executives and appointed by the new MD into this new role. o Single-handedly conceptualised, managed and implemented every aspect of business development/sales, client and consultant servicing, advertising, marketing, media liaison and eventing.o Personally crafted, created and had mainstream published, advertising that solidly re-established the LIBAM brand in South Africa as one of the top 3, award winning asset managers. Pioneered the branding and… Show more Sought out by Liberty Group Executives and appointed by the new MD into this new role. o Single-handedly conceptualised, managed and implemented every aspect of business development/sales, client and consultant servicing, advertising, marketing, media liaison and eventing.o Personally crafted, created and had mainstream published, advertising that solidly re-established the LIBAM brand in South Africa as one of the top 3, award winning asset managers. Pioneered the branding and financial turn-around in the market through winning numerous significant new client mandates.o Crafted and produced a top-quality website and company brochure and marketing literature.o Presented the company nationally at business and economic updates to audiences exceeding 1000 people. Show less
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  • Liberty Group South Africa
    Broker Division & Corporate Benefits ~ Senior Roles
    Liberty Group South Africa Oct 1990 - Aug 1999
    City Of Johannesburg, Gauteng, South Africa
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Gareth Connellan, Qfa Skills

Institutional Business Development Public Speaking Tactical Asset Allocation Portfolio Management Equity Research Fixed Income Investment Strategy Absolute Return Strategy Global Macroeconomics Domestic Macroeconomics Microsoft Crm Alternative Investments Investment Strategies Investment Advisory Direct Sales Mentoring Of Staff Ifa And Retail Distribution Strategy Employee Benefits Employee Management Mine Rehabilitation Trust Funds Liability Driven Investment Strategy And Solutions Flexible Fixed Interest Investment Strategy Taa Overlay Strategy Strategic Leadership Quantitative Research Quantitative Analytics Quantitative Modeling Competitor Analysis And Intelligence Product Development Product Marketing Brand Management Advertising Design And Implementation Media Relations Investments Financial Services Institutional Distribution Strategy Financial Modeling Financial Risk Fixed Income Investment Management Retirement Planning Index Funds

Gareth Connellan, Qfa Education Details

  • Lia
    Lia
    All 6 Modules Completed
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  • Financial Planning Standards Board | Financial Planning Institute Of South Africa
    Financial Planning Standards Board | Financial Planning Institute Of South Africa
    Cfp Certification
  • University Of The Free State
    University Of The Free State
    Luyt Centre For Assurance Law ~ Investments, Retirement Planning, Business Assurance And Estate Duty
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  • Damelin
    Damelin
    Business, Management, Marketing, And Related Support Services
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  • Damelin
    Damelin
    Marketing/Marketing Management, General
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Frequently Asked Questions about Gareth Connellan, Qfa

What company does Gareth Connellan, Qfa work for?

Gareth Connellan, Qfa works for Openhive Honey

What is Gareth Connellan, Qfa's role at the current company?

Gareth Connellan, Qfa's current role is Principal ~ Corporate Sponsorship Capital Raising.

What is Gareth Connellan, Qfa's email address?

Gareth Connellan, Qfa's email address is ga****@****ail.com

What is Gareth Connellan, Qfa's direct phone number?

Gareth Connellan, Qfa's direct phone number is +278288*****

What schools did Gareth Connellan, Qfa attend?

Gareth Connellan, Qfa attended Lia, Financial Planning Standards Board | Financial Planning Institute Of South Africa, University Of The Free State, Damelin, Damelin.

What are some of Gareth Connellan, Qfa's interests?

Gareth Connellan, Qfa has interest in Hiking, Hunting.

What skills is Gareth Connellan, Qfa known for?

Gareth Connellan, Qfa has skills like Institutional Business Development, Public Speaking, Tactical Asset Allocation, Portfolio Management, Equity Research, Fixed Income Investment Strategy, Absolute Return Strategy, Global Macroeconomics, Domestic Macroeconomics, Microsoft Crm, Alternative Investments, Investment Strategies.

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