About The Speaker
A guy who grew up in the country, travelled the world, studied a lot, structured complex financial products at a young age, learnt to fly, climbed a mountain, lead a diverse team, built partnerships for a major bank and thrived on Wall St through the worst financial crisis in our life time. With over twenty years’ experience in financial markets he is known and recognized for high quality customised advice to Australian, US and Canadian partners across a broad range of investment styles (global mandates across asset classes). An innovator who is adept to changes in market conditions and the needs of his clients. A relationship builder with investment partners, technology partners, key internal stakeholders and senior management of the top listed companies in Australia. A demonstrated strategic thinker, having authored a strategic paper for the ASX, now pioneering distribution via the digital channel for funds, advisers and public companies. He has a vision for addressing the problem of user engagement in wealth management. He is vocal about the solution as an industry response in the best interest of their members and it is on the company website for all to see.
Active management of funds and listed companies is a human value proposition best delivered in person. Fund managers that focus on building trust raise up to four times the amount of capital compared to those who just focus on performance*. At Forum 360, we are dedicated to improving engagement between stakeholders and the managers of their capital using simple, secure and effective solutions while yielding net reductions in carbon footprint for our clients. Further, we have changed the game on measuring engagement in absolute terms and relative to the peer group. As an added service we will soon launch a pro-transparency, pro-governance, simple-to-use meeting place where active managers of funds and listed companies, advisors and potential investors come to meet.
*Chestnut Advisory Group: Your Performance Doesn’t Really Matter (2014)