The Irish Australia podcast interviews Irish people living in Australia and gets their story of how they ended up in Australia and what they are up to now. Through their stories and experiences, our guests provide valuable advice to people just coming out to Australia or to those who have decided to stay in Australia for the long term.

Respected market analysts The Finance Ghost and Mark Tobin joined forces with investor relations firm Keyter Rech Investor Solutions (“KRIS”) in 2022 to introduce a new knowledge-sharing platform to the South African investment market. Unlock the Stock makes more JSE stock information accessible to private retail investors looking for information.It is the first online platform targeted solely at this group of investors, who rarely, if ever, can engage directly with JSE-listed companies. Providing a unique platform for small- to mid-sized JSE-listed companies in particular, Unlock the Stock allows participating companies to connect directly with private retail investors, with each 45-minute session featuring two stocks.Hosted on Zoom every two weeks, Unlock the Stock introduced another first by allowing private retail investors to choose which of the chat rooms to join for an engaging Q&A session with company management.

The overall goal of Coffee Microcaps is to build a strong Australian microcap investing community that supports both investors investing in microcap stocks and microcap companies in connecting and engaging with microcap investors.Coffee Microcaps seek to achieve this goal by providing a platform to ASX microcap investors and ASX microcap companies to engage with each other through online webinar and in person conferences.Coffee Microcaps focuses on sectors outside of the junior resources and life sciences/biotech.

I provide insight and analysis on ASX listed microcap and nanocap companies and the sector as whole.

Heading up Sales for the highly successful Melissa's brand based in Stellenbosch South Africa. Specially focusing on the following areas Export Sales, Corporate Gifting Sales, Hospitality Sales and Ecommerce.

Work within an Investment team of 5, comprised of 2 portfolio managers and 3 analysts to identify investee companies that meet the requirements of the firm’s investment criteria. The firm managed a total of $840m AUD and grew assets under management from $350m AUD to $840m AUD during my time with the firm.• Lead all trade capture, fund allocation, settlement and reconciliation for the firm. Includes liaising with the custodian and executing broker to ensure correct and timely settlement of trades.• Prepare all materials for daily and weekly investment meetings including estimated fund performance across 4 funds, proxy voting requirements, trade order review and diary management for the team.• Update and construct models for investee companies. Primarily forecasting future EPS growth within the firm’s propriety model and ascertain whether it achieves the firms required investment rating.• Present to current and prospective investors at Wilson’s bi-annual investor roadshow. • Attend investment conferences on behalf of the firm where investee or prospective investee companies present• Have represented the firm in the media including Sky Business and CNBC, covering current market themes, stocks in portfolio and macro events affecting current market dynamics and sentiment.• Review and reconcile all broker research on the firm’s 3 listed vehicles to ensure accuracy.• Lead implementation of a new trade and portfolio management system replacing excel based system.

Transition role from back office to front office. First time an assistant analyst role had existed in the firm. Newly created role in response to rapid growth with a doubling of FUM. This period involved learning the firm’s investment process and familiarizing myself with the current investee companies held within the portfolio as well as the risk management techniques used by portfolio managers.• Assisted the portfolio managers and equity analysts with data collection and research on investee companies and potential investee companies.• Worked with equity analysts and portfolio managers to learn how the investment process was conducted and implemented including idea generation, research of industry dynamics, meeting with company’s senior management team and assessment of potential investment risks and rewards.• Completed media training to prepare for media appearances on behalf of the firm.

Worked with the CFO to manage all finance and fund accounting related aspects of the firm’s operations. Including listed vehicles unlisted unit trust, pooled development fund and the investment manager itself. Providing information for investor engagement via semi-annual newsletters and investment team presentations and firm marketing.• Prepared year-end financial statements and other year work papers for listed vehicles, unlisted trust and the investment manager.• Managed year-end audit process to ensure timely completion• Prepared monthly nav/nta for 3 of the firm’s listed vehicles and 1 unit trust.• Prepared monthly Directors report post month-end.• Cash forecasting for investment team to ensure cash was available for trade settlement when required and excess cash reallocated in order to maximize yield on excess cash.• Monthly P&L Attribution for the investment team.• Assisted in preparation of material for investor newsletters and investor presentations.

6 Month Contract RoleReviewed the draft year-end financial statements of the funds as prepared by the various fund administrators in order to provide investment manager comments before completion and submission to the board.Produced tables outlining the various levels of assets held by each of the funds for IFRS7.Assisted the financial controller and financial director in the preparation of fee rebates due to be paid.

Reconciled internally generated P&L and Nav’s for the funds to Nav generated by the funds administrators.Generated weekly Nav estimates for investor relations and the investment team.Liaised with underlying administrators and managers to reflect gates, SPV’s, redemption penalties and side pocket correctly. Forecasted and reconciled cash flow for the investment committee and FX hedging purposesAssisted in both SLA review and SLA creation for 3rd party administrators.

6 Month Contract RoleReconciled internally generated P&L and Nav’s for the funds back to those reported by the funds administrators.Managed queries from the administrator in relation to swift payments, trades, corporate actions.Daily contact with the performance group, middle office and the corporate actions team to resolve queries.

Supervisor July 06 - September 2007Produced daily, weekly and monthly Nav's on a range of hedge funds.Reconciled daily cash and positions to counter party and prime broker statements.Trained new staff that joined the desk.Assisted superiors in preparation of financial statements and audit for the funds.