Scott Maddock Email & Phone Number

Greater Sydney Area

Consulting in Equities Portfolio Management, Securities and Fund research

Sydney, Australia

I strengthened the investment process, improving stock selection discipline and built the offer to clients and asset consultants including marketing the CBG investment process and track record. CBG merged with Clime Investment Management in July 2017, maintaining a Lonsec rating through the merger along with improving investment performance.

• MPPM was focused on providing customised portfolios to charities, not-for-profits and retail investors and held more than 2,000 accounts with client sizes ranging from $300m to $100k. MPPM won Money Management/Lonsec’s.
• Portfolio management, stock selection and construction of Core Equities Strategy and related portfolios. (Direct FUM $430m)
• Portfolio Management and stock analysis of REIT portfolios (Direct FUM $100m)
• Manager of the fund of funds for International Equities. (Direct FUM $90m)
• Reporting, Sales and Marketing for all the above portfolios.

• Responsible for establishing and licensing the firm.
• Developed the investment process and associated database, market and company modeling;
• Set up the portfolio management process and associated systems.
• Responsible for corporate and investment compliance including ASIC, AUSTRAC, Custodial issues and internal processes and Responsible Officer.
• Management, analysis and administration of multiple Australian equities portfolios.
• Management of sales, marketing and other business operations.

Responsible for investment in telecommunications and media, equity representative in the firms compliance process.

Managed an $80m Listed Investment Company and other client portfolios, developed equities and listed property valuation processes, managed client portfolios, presented on process, strategy and markets to existing and prospective clients, led the equity research process and investments in telecommunications, media, insurance, transport and gaming sectors.