CAREER SUMMARY• 15 years of investment and leadership experience with insurance and banking organisations, including Aviva, Phoenix, Standard Life and HSBC. • Serves as Head of Private Assets at Aviva UK, with P&L responsibility to originate >£2.5bn alternative assets p.a. across infrastructure, real estate, public sector and corporate credit. Additional responsibility to deliver P&L from investment focused capital optimisation initiatives. • Delivered significant P&L as part of transitioning ALM and Investment strategies for Phoenix from Solvency I to Solvency II regulatory regimes.• Structured and launched various investment products for retail (Variable annuities, CPPIs, Structured Products) across multiple geographies, while at Standard Life and HSBC.AREAS OF EXPERTISE• Credit and commercial underwriting principles across Infrastructure, Real estate, public sector and corporate Credit. • Portfolio management of multi-billion fixed income books.• Principles of securitisation.• Investment strategy for various insurance liability pools (general and life insurance).• Deep understanding of actuarial reserving and capital management concepts. • ALM, LDI and other Derivative strategies.• Annuity pricing strategy.• Guaranteed products design and hedging.• Building teams and managing them.• Stakeholder management in complex organisations.
Listed skills include Alm, Portfolio Management, Quantitative Analytics, Hedging, and 28 others.