Michael Morris

Independent Chartered Director

Email: michael@michaelmorris.ie

LinkedIn profile

    SUMMARY


  • Experienced Non-Executive Director & Chair with international background in large scale, institutional investment management in both long-only and hedge fund environments. Sufficient capacity to take on new mandates.


  • Drawing on a Portfolio Management and Equity Research background, can help fortify the Board’s Investment Management, governance and risk management skills across a full spectrum of products.


  • Broad and deep experience in chairing umbrella structures and ICAVs as well as chairing investment committees at Amundi Pioneer and industry committees at JPMorgan. 


  • Deep knowledge of global infrastructure, construction, mining, chemicals, cement, steel and service sectors. Professional Environmental background helps with fast-emerging ESG developments. 


CURRENT PORTFOLIO
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

Share by: