Lee Cavanagh Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Australia

• Responsibilities of the role included:
• Scheme Offerings Review: Ensured consistency and compliance by reviewing and enhancing managed funds and managed accounts offerings, along with related documentation and constitutions.
• Collateral Alignment: Crosschecked product collateral with middle and back office processes and front office investment propositions to ensure alignment.
• Product Enhancements: Implemented changes such as fund name, investment, and hedging strategy adjustments to enhance product offerings.
• Documentation Verification: Established a thorough verification process and end-to-end checklists for managed funds and managed accounts, covering launches, changes, and terminations.
• Third-Party Contract Review: Reviewed contracts and SLAs with third parties (e.g., Registry) to clearly define obligations, roles, and responsibilities for funds.

Sydney

• Strategic planning for development of managed accounts for AMP Investments (including market testing concepts with adviser groups)

Sydney

• In 2021, AMP Capital had sold its Global Equity and Fixed Income business, which included its registered and unregistered managed investment schemes, to Macquarie Asset Management. My role had been to represent Product.
• Project planning and scheduling: Responsible for setting schedules for various meetings and engagements, such as unitholder meetings, board meetings, and trustee engagements, and executing related communication plans.
• Oversight of due diligence process: Coordinated meetings and workshops covering various aspects of the transition, including Operations, Legal, Risk, Investments, Fund Advice, and Tax.
• Preparation and distribution of meeting notices: Prepared and distributed notices for registered schemes meetings and trustee change notices for unregistered schemes.
• Interaction with boards: Wrote and presented project-related papers to AMP RE and trustee boards, ensuring alignment and understanding.
• Collaboration with Macquarie: Participated in joint working groups to determine future state of schemes, including reviewing fee structures and product features in the best interest of transitioning unitholders.

Sydney, New South Wales, Australia

• Responsibilities of the role included:
• Product Ownership: Responsible for all product development and management tasks across various investment asset classes at ASI in Australia, including equities, fixed income, multi-asset, ESG, and alternatives.
• Product Development: Led new product development and design across all asset classes, managing the Australian product roadmap and register, and presenting business proposals to relevant boards and committees.
• Product Strategy and Oversight: Conducted product strategy research and strategic planning, chaired the ASI Australian Product Forum, and oversaw product rationalisation, terminations, and investment guidelines.
• Regulatory Compliance and Documentation: Drafted and ensured board approval of Product Disclosure Statements (PDSs), provided expertise on regulatory reform, and coordinated due diligence verification for the.
• Stakeholder Collaboration and Support: Collaborated with key stakeholders including Investment and Distribution teams, Risk and Compliance, Legal teams, and Marketing and Distribution teams, providing support.

Sydney, New South Wales, Australia

• Responsibilities of the role included:
• Product Development: Responsible for developing products across various asset classes (equities, multi-asset, alternatives, and property) for the Australian business.
• Management: Included creating all Product Disclosure Documents, ensuring compliance with investment guidelines, and managing fund closures for investment and superannuation funds.
• Marketing: Engaged in marketing activities across asset classes to promote products effectively.
• Ad-hoc Projects: Undertook various projects such as product rationalisation, transitioning responsibilities, and managing changes within the Australian business.
• Client Communications: Coordinated client communications and supported Distribution teams with competitor research to aid sales efforts.

Sydney, New South Wales, Australia

• Responsibilities of the role included:
• Managed product management and design, overseeing the development and implementation of product changes for superannuation and retirement products.
• Produced marketing materials, including Product Disclosure Statements, annual reports, and promotional content for superannuation master funds offered by the Trustee (wholesale and retail).
• Conducted industry and competitor research to inform decision-making processes.