Experience

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  Dia

  Jan 1991 - Jan 1992

  Assistant accountant

  Responsible for data management and the production of profit/Loss accounts and the monitoring of the various financial health measures for the firm.

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  Amp

  Jan 1992 - Jan 1995

  Performance analyst

  Began a career learning all aspect of the sector, with exposure to bonds, equities and derivative products. These were early days in this area of expertise, during which time work involved building portfolio attribution systems in spreadsheets before the emergence of viable software’s and vendors.

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  J.p. morgan asset management

  Jan 1995 - Jan 1996

  Investment performance analyst

  Responsible for performance and attribution analysis across the different asset class, which included both bonds and equities. Helped build out the reporting tools for complying with what was becoming the global standard for performance measurement (GIPS).

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  Self employed

  Jan 1996 - Jan 1999

  Consultant

  Provided expertise in investment performance and risk to asset managers. This involved work across the different disciplines in the sector for large organisations such as Citi Bank, GAM and Merrill Lynch as well as small boutiques like J. O. Hambro and Marathon Asset management.

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  Marathon asset management llp

  Jan 1999 - Jan 2021

  Head of investment performance and risk

  Managed a team of analysts, producing portfolio performance and risk characteristic across all funds and product ranges. While at Marathon:• Built a department and team with the requisite skills and appropriate systems to meet the demand for investment performance and portfolio analysis. • Carried out strategic analysis on the historical performance track record of the firm's primary portfolios for the board. This included analysis for the correlations between performance and risk profiles, such as active share and tracking error as well as portfolio characteristics over time. The observations presented tracked the rotation between value/Growth, cap size and sector positioning over time. The objective was to understand the impact of the investment strategy applied over a long time horizon on Alpha generation.• Helped establish a risk committee, with particular responsibility for investment risk analysis and monitoring.• Built processes and procedures to ensure compliance with Global Investment Performance Standards. Show less

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  Angel investor

  Jan 2016 - now

  Angel investor and crypto currency enthusiast

  Built a portfolio of start-ups and crypto currencies. Primary interests are in Tech start-ups that have novel ideas and approaches to problem solving with a path to scale. There is nothing more exhilarating than the power of new ideas.Investors without exposure to the crypto currency and blockchain sector have not fully understood the game changing impact it will have on how societies and organisations will interact in the future.

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  Pipa

  Jan 2020 - now

  Founder & ceo

  PiPA's mission is to provided a single digital identity with unprecedented control of personal data. Secure and simple to use authentication methods, enabling seamless user experience across digital and physical worlds.