SUMMARY
CURRENT PORTFOLIO |
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HarbourVest Partners (Ireland) - AIFM - Private Equity |
BlueBay Inv. Funds ICAV (Chair) - Umbrella. Fixed income/ Hedge |
TD ICAV - Global Real Estate |
Vantage Global Alternative Funds II ICAV - Infrastructure debt |
Amundi Retail ICAV - Umbrella. Multi asset, bonds, ETF |
TCIM ICAV (Chair) - Hedge equity |
B-Flexion (Chair & OE Director) - AIFM; PE/ Infrastructure/ Bonds |
BC Partners X ICAV - Private Equity |
Generation Investment Management - Global ESG specialist. PE & Global equity funds |
Veritas Funds ICAV - Global Equity Umbrella |
Apollo/ Cervus Secured Solutions ICAV - Umbrella |
PREVIOUS BOARDS |
M17 Capital Management ICAV - Hedge equity |
OppenheimerFunds ICAV - Equity |
Lofoten ICAV - Equity |
BC Partners IX - PE |
Greencoat - ESG/ Infrastructure |
Albacore - CLO |
Angelo Gordon Carysfort - Real estate |
RELEVANT EXPERIENCE
· Experience of AIFM, UCITS, QIAIF, ICAV structures; Equity, FI, CLO, Property, Infrastructure, ESG & PE products
· Chaired Equities Investment Committee at Amundi Pioneer Investments, assessing investment cases of €50m-€300m
· Chaired the JPMorgan Global Construction & Infrastructure industry committee
· Distribution: Led the Investments team responsible for client DD at Amundi Pioneer; typically €100m - €200m
· Board advisor at JPMorgan to >20 FTSE companies; experience of IPOs, M&A, crisis management/ restructurings
· Proposed, specified and led the development of a new Equities IT/ data platform for Amundi Pioneer Investments
EXECUTIVE CAREER
2013 – 2017
Amundi/ Pioneer Investments, Dublin
Portfolio Manager/ Equity Analyst
· Investment Management – European equities. PM for sector portfolio, responsible for c. €1.5bn positions in long-only funds and a hedge fund. Consistently strong returns with a particular focus on contrarian/ deep value investing.
· Risk Management – with the Portfolio Construction team, tailored PF to optimize implied risk and factor exposures.
· Helped design and launch a €200m market neutral European Equities hedge fund, with all associated changes to idea generation, risk management and drawdown management.
2005 – 2013
JP Morgan, London Global Co-Ordinator/ Head of European Materials
· Global Co-Ordinator and Head of Europe – producing global research for global clients, bringing together teams in the UK, US, China, India, Indonesia, Taiwan and Australia.
· Designed a product set consolidating construction, building materials, contracting, housebuilders, merchants, products and infrastructure into one cohesive global product for JPMorgan’s largest institutional clients, marketed globally.
· Produced award winning investment ideas and reports for long-only and hedge fund clients
· Generated significant returns for top tier US and European Private Equity clients, providing ideas for M&A
2003 – 2005 Old Mutual/ Arbuthnot Securities, London; Director, Equity Research
1999 – 2003 HSBC Investment Bank, London; Manager, Equity Research
1994 – 1999 Accenture Financial Markets & Environmental/ Engineering Industry, London/ New York
VOLUNTARY WORK
2017 – Chairman, HAIL Housing Association, Dublin; Past Chair - Finance and Nominations Committees
EDUCATION SUMMARY
Chartered Director (Institute of Directors) 2024
Certified Investment Fund Director (CIFD) - Grade: A Institute of Banking (Irl) 2018
Diploma & Certificate in Company Direction - Grade: Distinction (Cert) Institute of Directors 2017
Masters in Engineering (Environmental) M.Eng.Sc. UCD 1994
Bachelor of Engineering (Civil) B.Eng UCD 1993
Member of:
-Certified Investment Director Institute (CIFDI)
-Irish Fund Directors Association
-Institute of Bankers
-Institute of Directors
-Institute of Engineers Ireland