Megan Stone, Cfa Email & Phone Number

Melbourne, Victoria, Australia

Alpha FMC is a leading multi-boutique consulting group to the asset management, wealth management and insurance industries. With 900+ Consultants, and 16 offices, we operate in all major financial centres worldwide. We help our clients on Corporate Strategy, M&A, Operating Model, Technology and Data transformations.

Melbourne, Victoria, Australia

Shoreline is a management consulting firm providing advice and expertise to asset and wealth management clients across Asia Pacific. With offices in Sydney, Melbourne and Singapore, Shoreline provides strategy and implementation services spanning the areas of Operating Model Design, IT Strategy, Investment Data Management, System Selection and Product.

Wellington, Wellington Region, New Zealand

• Created the firm’s approach to estimating the greenhouse gas impact of fund investments and calculated the carbon abatement of portfolio companies
• Authored the firm’s Investment Valuation Policy
• Created the Board portfolio report detailing key fund metrics, investment performance and portfolio company commentary
• Created the Board risk report detailing the fund’s strategic, operational and investment risks and mitigating controls

Wellington, Wellington Region, New Zealand

• Conducted workshops with stakeholders from all business areas and created process maps to document the firm’s operational current state
• Constructed a preliminary Target Operating Model to support the firm’s scalable growth into new products and geographies
• Created and documented business processes for a new listed infrastructure fund

Wellington, Wellington Region, New Zealand

• Lead the firm’s order management system project: analyzed the business model, ran workshops with stakeholders, selected a technology vendor and planned the implementation of a scalable solution
• Documented the firm’s current state and future state operational processes

Wellington, Wellington Region, New Zealand

• Consulted with Finance, Legal, subject matter experts, and Treasury teams to determine commercial attractiveness of residential developments submitted to the KiwiBuild scheme
• Negotiated deal terms with developers
• Composed ministerial briefings requesting approval to underwrite 17 developments, resulting in executed contracts for the construction of over 800 dwellings for first home buyers

Wellington, Wellington Region, New Zealand

• Implemented Bloomberg’s BVAL service for pricing portfolio securities
• Calculated and analyzed investment returns and performance attribution
• Prepared internal and external reporting on ACC’s investment returns to the Treasury, Board, Investment Committee and Investment Team

San Diego, CA

• Analyzed trends in the private equity and private infrastructure markets and authored the firm’s quarterly Market Update
• Performed scenario analysis using private equity cash flow and valuation pacing models
• Composed investment reports for institutional clients outlining new investments, recent realizations, portfolio company performance and cash flow activity
• Analyzed the financial advisability of proposed amendments to Limited Partnership Agreements and composed client memos

Los Angeles, CA

• Acted as lead analyst for the largest Private Bank investment client: analyzed the legacy portfolio and outlined asset allocations, manager recommendations and benchmarks for three investing entities with total assets.
• Presented pipeline items and booked deals in weekly business meetings for the Western region
• Managed client deliverables from inception to completion: created reports and proposals, coordinated with reviewers and compliance, assembled materials and attended client meetings

Beverly Hills, CA

Century City, CA

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Economics/Mathematics