SUMMARY
- Experienced Chair & Non-Executive Director with an 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 AIFMs, UCITS ManCos, 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 sustainability developments.
| CURRENT PORTFOLIO |
|---|
| HarbourVest Partners (Ireland) - AIFM - Private Equity |
| RBC/ BlueBay Inv. Funds ICAV (Chair) - Umbrella. Fixed income/ Hedge |
| RBC/ BlueBay Loan Management DAC (Chair - CLO Warehouse) |
| TD ICAV - Global Real Estate |
| Amundi Retail ICAV - Umbrella. Multi asset, bonds, ETF |
| TCIM ICAV (Chair) - Hedge equity |
| B-Flexion (Chair & OE Director) - AIFM/ UCITS ManCo; PE/ Infrastructure/ Bonds |
| BC Partners X ICAV (Chair - Private Equity) |
| Generation Investment Management - Global Sustainable investor. PE & Global equity funds |
| Apollo/ Cervus Secured Solutions ICAV - Umbrella |
| First Sentier Investors - UCITS Global Equities 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 |
| Vantage Funds - Infrastructure debt |
RELEVANT EXPERIENCE
· Experience of AIFM, UCITS ManCo, 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
EXECUTIVE CAREER
2013 – 2017 Amundi/ Pioneer Investments, Dublin
Portfolio Manager/ Equity Analyst
· Investment Management – European equities. PM responsible for c. €1.5bn positions in long-only and hedge fund
· Consistently strong returns with a particular focus on contrarian/ deep value investing
· At least one investment returning >30% relative each year
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 Europe, 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
2003 – 2005 Old Mutual/ Arbuthnot Securities, London
Director, Equity Research
1999 – 2003 HSBC Investment Bank, London
Manager, Equity Research
1994 – 1999 Accenture Financial Markets & Engineering Industry, London/ New York
VOLUNTARY WORK
2017 – Chairman, HAIL, Dublin. HAIL provides housing and services to those with mental health difficulties. With c. 50 employees and almost 500 housing units, HAIL has an exceptional reputation in its specialist area; 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
