Harvey Kalman Email and Phone Number
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Senior executive and board member with over 25 years in financial services providing leadership and strategic advisory across business growth, risk management, funds management, service provision, operations and innovation. ► Executive Leader | 25 years in executive leadership teams at Equity Trustees, Financial Services Council and ANZ.► Board Member | 10 years as a Non-Executive Director and committee chair in not-for-profit, financial services and regulatory compliance organisations, including Victorian Legal Services Board and Menzies Foundation.► Business Growth | Outcomes-driven and highly networked globally, having grown business revenue from $1m to $34m, and FUM from $0.7b to $100b, and expanded Australian businesses to the UK, US and Europe.► Financial Services | 30+ years in financial services with expertise in the commercial, financial, regulatory and public policy issues surrounding financial systems, future trends and the inner mechanics of financial markets.► Funds Management | Leading authority on tax and structural issues relating to Funds Management, having collaborated and advised government and industry bodies on how to solve issues affecting the sector.► Innovation | Recognised innovator in financial services, having developed enhancements to industry products, a new business model and launched over 400 new financial products and services.► Operational Excellence | 22 years managing teams, business units and companies with up to 12 direct and 60 headcount globally, providing a no-surprises approach and a hands-off trusting style that sets clear accountabilities.► Global Relationship Management | Access to 200+ firms globally including 120 Funds Managers, 15 Custodian Administrators, 10 Auditors/ Tax advisors, 25 Legal firms and 25 Financial Services centres of influence.► Not-For-Profit (NFP) Sector | Over 16 years in NFP as a chair, board and committee member at Menzies and Bialik, providing strategy and oversight across audit and risk, funds management, grants programs and fundraising. ► Legal & Regulatory Compliance Sector | 4 years as a board member for Victorian Legal Services, assisting regulation of the legal profession in Victoria. Chaired grants committee and member of audit and investment committee.► Governance, Risk Management & Compliance (GRC) | 25 years in GRC as a member of boards, Due Diligence Committees, Management Risk Committee - Australia; UK and Europe, and Audit and Risk Committees.
Menzies Foundation
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Executive DirectorHlk Advisory Aug 2024 - Present
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Non-Executive Director | Chair Of Board Audit And Investment CommitteeMenzies Foundation Nov 2017 - PresentSouth Melbourne, Victoria, AuThe Menzies Foundation works to create a vibrant future for all Australians by identifying leadership challenges and building collaborative, catalytic initiatives to address these challenges. Current areas of focus include Menzies Leadership Discourse, School Leadership, Entrepreneurship in Science, Emerging Technologies and the Law, Indigenous Women’s Entrepreneurship, Emerging Leaders and Citizen Leadership and Community Resilience._________________________________► Setup and chaired the board audit and investment committee, preparing the charter and increasing the board composition.
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ChairConnexian Aug 2021 - PresentSydney, AuConnexian is smart digital infrastructure designed to solve frustrating paper based investment applications and navigate the intricacies of compliance in direct investing. An investment platform, not a custody platform, the technology opens opportunities for fund managers by helping them reach more investors, and onboard them faster.Connexian makes investing more accessible, by effectively connecting the investing community to more investment opportunities, and enabling fund managers to engage customers in more meaningful ways – all in one central location.Currently Connexian is in the process of engaging with fund managers, but we will have more to share in early 2022 - watch this space! -
Chair | Chair Of Board Credit Risk CommitteeArbitrium Capital Partners Sep 2022 - PresentSydney, New South Wales, Au -
Non-Executive Director | Chair Of Board Credit Risk CommitteeArbitrium Capital Partners Aug 2021 - Aug 2022Sydney, New South Wales, AuArbitrium is a specialist fund manager than invests in event-driven special situations transactions. Arbitrium specialises in actively investing in mid-market Australian corporate credits that have strong underlying fundamentals but are unable to continue to attract traditional funding sources. Arbitrium takes an active role in the turnaround of the borrower's business to restore and create additional value. Arbitrium uses equity warrants to capture the upside.Arbitrium invests in debt which is secured by collateral (property, plant and equipment, cash, receivables) including senior secured loans, secured subordinated loans, uni-tranche loans and hybrid loans (convertible) loans. We can invest in pre-restructure and post-restructure debt, subject to our assessment.
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Board Investment Committee MemberHeart Foundation Dec 2021 - PresentMelbourne, Victoria, Au -
ChairmanClearwater Portfolio Management Aug 2023 - PresentClearwater Portfolio Management is a boutique investment company based in Sydney.We created our investment portfolios as a direct response to the Global Financial Crisis. Back then, many portfolios were hit with significant losses, which had a devastating affect on investors. While many portfolios rebounded, we learned that we needed to do more to support our investors.
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Member - Hall Of Fame InducteeMovember Nov 2003 - PresentRichmond, Victoria, AuWe’re taking them all on Mental health and suicide prevention, prostate cancer and testicular cancer – we’re taking them all on. Having raised over 150k to support Movember since 2003Since 2003, Movember has funded more than 1,250 men’s health projects around the world, challenging the status quo, shaking up men’s health research and transforming the way health services reach and support men. -
ChairmanPac Capital Aug 2023 - Oct 2024Sydney, New South Wales, AuPAC Capital is a privately owned, independent asset manager based in Sydney, Australia. We manage funds in the venture capital space. -
Strategic AdvisorMsc Group Sep 2023 - Aug 2024Melbourne, Vic, Au -
ChairmanMsc Group Jan 2022 - Aug 2023Melbourne, Vic, AuMelbourne Securities Corporation Group or MSC Group is a highly credentialed provider of Funds Services, Responsible Entity and Trustee services, Corporate Trust services and Fund Administration services for asset owners, fund managers, fintech businesses and other financial service providers, in Australia and Singapore.
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Chair Of The Financial Planning Advisory BoardDeakin University Sep 2021 - Oct 2023Burwood, Victoria, AuMr Harvey Kalman is the inaugural and last chair of the financial planning advisory board at Deakin University. The advisory board has been created to provide advice to the Faculty of Business and Laws' Board on all aspects of Deakin's financial planning courses and the financial services sector more generally. Specifically, the advisory board informs the university on the skills, knowledge and attributes sought by the employers of Deakins graduates and recommends potential areas for improvement of their courses. The board also will consider areas for potential applied and collaborative research, industry links and placements, and consultancy opportunities. As chair. Mr Kalman brings his extensive international background in the financial services sector to launch this new initiative by the university. -
Ned | Chair Of The Board Audit Committee | Member Of The Board Noms & Remuneration CommitteeRaiz Invest Sep 2022 - Aug 2023Sydney, Nsw, Au -
Chair | Member Of The Audit & Risk And The Noms & Remuneration Board CommitteesRaiz Invest Sep 2021 - Sep 2022Sydney, Nsw, AuRaiz Invest Limited (ASX:RZI) is a multi-award-winning micro-investing and fintech platform with operations in Australia and Southeast Asia. With Raiz, users are able to automatically invest the virtual ‘spare change’ from their daily purchases into diversified portfolios. In Australia, this can be done to boost savings both inside and outside of superannuation. Since launching in 2016 Raiz has achieved solid growth, in active monthly customers globally, Funds under Management and revenue. Raiz continues to enhance its platform while also ramping up its growth and financial literacy strategy across Asia-Pacific, with offices in Malaysia, Indonesia and Thailand with plans to expand into Vietnam.
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Board Investment Commitee MemberBialik College Feb 2005 - Jan 2022Hawthorn, Victoria, AuFounding Member of the Bialik School Investment Committee -
Md, Uk & Europe / Global Head Of Business Development / Executive Gm / Global Head Of Funds ServicesEquity Trustees Jan 2000 - Jul 2021Melbourne, Vic, AuLed strategic growth and operations of the Fund Services business across Australia, UK, US and Europe, becoming the No 1 provider of Responsible Entity services and No. 3 Corporate trust business in Australia. Established offices in the UK and Europe, and launched over 400 new financial products and services. Appointed Executive General Manager - Corporate Trustee Services & Global Head of Funds Services in Jan 2000, then promoted in August 2020 to Managing Director UK & Europe & Global Head of Business Development BUILT AND GREW FUND MANAGEMENT BUSINESSES GLOBALLY► Achieved FUM increase from $0.7b in 2000 to $100b in 2021 and achieved revenue growth of $1m to over $34m from 2000 - 2021.► Led set up of the UK and European/Irish offices, and a US rep office.► Set up a third-party distribution business into retail and platform markets for PIMCO, SG Hiscock, LaSalle Investment and Valu-Trac. Nominated 4 years in a row as the Australian distributor of the year.► As sponsor, initiated and oversaw expansion in service offering to dual registry quoted funds. Continued building ASX and AQUA listed offers to assist managers in expanding distribution.KEY CLIENTS: Acadian, Allan Gray, AXA, BNP Paribas, BNY Mellon, Coolabah Capital, Cooper Investors, Eaton Vance Management, GAM, GQG Partners, Janus Henderson, L1 Capital, LGT Capital Partners, Lincoln Indicators, Muzinich and Co, Neuberger Berman, Orbis Investment Management, Paradice Investment Management, Partners Group, PIMCO, Regal Funds Management, River and Mercantile Asset Management, SG Hiscock Company, T Rowe Price, Tribeca Investment Partners, Vontobel Asset Management, Wellington Management CompanyTECHNOLOGIES: Camms.Risk, Salesforce, Zeidler, Milestone, Fundware, pControl, ArcProPRODUCTS & SERVICES: Trustee, Responsible Entity (Australia), Management Company (Europe) and authorized Corporate Director (United Kingdom)MARKETS: Australia, UK, US, Europe, Asia and Ireland -
Non-Executive Director | Board MemberVictorian Legal Services Board And Commissioner Aug 2012 - Jul 2016Melbourne, Victoria, AuThe Victorian Legal Services Board and Commissioner are independent statutory authorities responsible for the regulation of the legal profession in Victoria. Accountable to the Victorian Parliament with Attorney-General as responsible minister.► Audit & Investment Committee Member► Chaired the Board Grants Committee. -
Associate Director – Managed Investments & Superannuation GroupKpmg Jan 1999 - Dec 1999New York, Ny, Us -
Senior Manager Business Development & Professional, Anz Funds ManagementAnz Aug 1998 - Dec 1998Melbourne, Victoria, Au -
Senior Advisor To The Md Of Anz Funds ManagementAnz Jul 1997 - Jul 1998Melbourne, Victoria, Au
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Manager Special Projects, Group Risk ManagementAnz Jul 1996 - Jun 1997Melbourne, Victoria, Au
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Acting Executive DirectorAustralian Corporate Treasury Association Feb 1996 - Jun 1996Melbourne, Victoria, Au -
Deputy Director - Research & PolicyAustralian Corporate Treasury Association Jul 1995 - Feb 1996Melbourne, Victoria, Au
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Senior Policy Advisor – Environment & HeritageHon Ian Mclachlan Ao Apr 1994 - Jun 1995
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Senior Financial And Treasury AnalystFord Motor Credit Company Jan 1990 - Apr 1994Dearborn, Michigan, Us
Harvey Kalman Skills
Harvey Kalman Education Details
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Columbia Business SchoolLeadership And Strategic Management -
Monash UniversityAccounting
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Finsia (Fmly Sia)Graduate Diploma In Applied Finance & Investments
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Monash UniversityDouble Major; Economics And Econometrics
Frequently Asked Questions about Harvey Kalman
What company does Harvey Kalman work for?
Harvey Kalman works for Menzies Foundation
What is Harvey Kalman's role at the current company?
Harvey Kalman's current role is Chairman, Director & Board Member ► Leadership and strategic advisory across financial services, business growth, governance, risk management, funds management, operational excellence and innovation.
What is Harvey Kalman's email address?
Harvey Kalman's email address is hk****@****c.group
What schools did Harvey Kalman attend?
Harvey Kalman attended Columbia Business School, Monash University, Finsia (Fmly Sia), Monash University.
What skills is Harvey Kalman known for?
Harvey Kalman has skills like Asset Management, Investments, Financial Services, Investment Management, Equities, Risk Management, Portfolio Management, Financial Markets, Asset Managment, Financial Risk, Structured Products, Investment Strategies.
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