Ruben Bock, Cfa Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

About:Atticus is a privately owned retail superannuation fund, which offers tailored portfolios for retail superannuation investors. It invests across a broad range of asset classes and manages $350m across two clientsResponsibilities and achievements:> Perform due diligence on investment opportunities and play a leading role to add value to portfolio returns. Philosophy to add value: Asset class returns are comprised of three factors 1. Change in valuations 2… Show more About:Atticus is a privately owned retail superannuation fund, which offers tailored portfolios for retail superannuation investors. It invests across a broad range of asset classes and manages $350m across two clientsResponsibilities and achievements:> Perform due diligence on investment opportunities and play a leading role to add value to portfolio returns. Philosophy to add value: Asset class returns are comprised of three factors 1. Change in valuations 2. Change in earnings and 3. Change in risk/sentiment. All three items tend to revert to the mean over time. Value added outcomes can be achieved where those factors are extended relative to their mean and investors can identify a catalyst for reversion via a realistic assessment of the fundamental outlook. > Software/Tech: Utilise sophisticated IT systems to 1. Perform due diligence and Identify trade opportunities (Thomson Reuters, analysis of earnings/valuations, inflation drivers, interrogate historic cause/effect relationships, etc)2. Storytelling: Create engaging video and email content for clients, advisors and prospective clients.> Governance: Develop and implement key policy documents including governance frameworks, investment policy statements and operational controls.> Business development: Promote and present Atticus investment capabilities to platforms and high-value clients. Show less

The Tasmanian Abalone Council Ltd is the peak industry body representing the growth and preservation of industry value. Tasmania supplies 25% of the world's wild caught abalone and is a $700m industry. As a director, I contributed to the development of strategy towards maximising 'sustainable catch, which required analysis of biological, commercial and human resource factors. A key achievement of this work was designing and implementing a strategy to 'cull' species-threats (sea urchins)… Show more The Tasmanian Abalone Council Ltd is the peak industry body representing the growth and preservation of industry value. Tasmania supplies 25% of the world's wild caught abalone and is a $700m industry. As a director, I contributed to the development of strategy towards maximising 'sustainable catch, which required analysis of biological, commercial and human resource factors. A key achievement of this work was designing and implementing a strategy to 'cull' species-threats (sea urchins) alongside valuable but forgotten abalone habitats.(Implementing change): I learned great experience in being able to strategically maneuver within the rules of a company's constitution alongside deep engagement with member-shareholders to implement change. Show less

Melbourne, Australia

About:Halifax provides a boutique stockbroking service across a global investment offering. Responsibilities and achievements:• Developed and executed a strategy for short term profit across equities (long/short), currencies and commodities (average daily trade volumes > $1m per day).• Fundamental research.• Financial modelling: equity valuation, price correlation, volatility analysis.• Business development: developed and executed a marketing plan to attract new… Show more About:Halifax provides a boutique stockbroking service across a global investment offering. Responsibilities and achievements:• Developed and executed a strategy for short term profit across equities (long/short), currencies and commodities (average daily trade volumes > $1m per day).• Fundamental research.• Financial modelling: equity valuation, price correlation, volatility analysis.• Business development: developed and executed a marketing plan to attract new clients. Show less

Melbourne, Australia

About:Vita Life sciences (VSC.asx) manufactures and distributes vitamins and health supplements in Australia and Asia. They were in the process of relisting on the Australian Stock Exchange and raising $10m in new equity. Project role for relisting purpose.Responsibilities and achievements:• Prospectus: writing and project management.• Corporate accounting: preparation of pro-forma balance sheets, profit forecasts and cash flow statements.

Melbourne, Australia

About:EY is one of the 'Big4' global accounting firmsResponsibilities and achievements:• Auditing: independently verified accounting records to determine the full and fair representation of a company's financials. E.g. Substantiate fair valuation of recorded assets, including value in use, market value, verify completeness and accuracy of expense recognition, verify the existence and accuracy of revenue recognition, verify the existence and extent of obligations.• Data… Show more About:EY is one of the 'Big4' global accounting firmsResponsibilities and achievements:• Auditing: independently verified accounting records to determine the full and fair representation of a company's financials. E.g. Substantiate fair valuation of recorded assets, including value in use, market value, verify completeness and accuracy of expense recognition, verify the existence and accuracy of revenue recognition, verify the existence and extent of obligations.• Data mining: analysed 'big data' to examine statistical relationships that might indicate fraud or accounting errors.• Operational controls: tested and evaluated internal control frameworks to identify improvements with regards to operating efficiency or risk management. Show less

Chartered Financial Analyst (Completed June-17)

CFA; the leading qualification for global investment professionals

Bachelor Of Commerce - Bcom, (Accounting, Finance, German)

Bachelor Commerce, Diploma Arts (German)

Education record