Portfolio Manager at Narrow Road Capital
Contributor's Links: Narrow Road Capital
I am a leading sourcer, portfolio manager and trader of Australian alternative credit. My experience covers leveraged loans/senior, high yield, convertible bonds, mezzanine, distressed, industrials, project finance & infrastructure, property, mortgage and asset backed securities, CDOs and ...more

ALL CONTRIBUTIONS

The Dallas Pension Fiasco Is Just The Beginning
The run of redemptions and lock-up of the Dallas Police and Fire Pension fund was entirely predictable. The same conditions exist elsewhere and point to a wave of state and local government pension and debt defaults in the coming decade.
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If You're Shocked That Trump Won, You Shouldn't Be Managing Money
The consensus was badly wrong on the election but the data showed it wasn't unexpected. What can investors learn from this?
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Central Bank Independence Is No Cover For Central Bank Incompetence
The arguments that central bank independence is being threatened by criticisms from politicians is a smokescreen to cover central bank incompetence and delay much needed reforms.
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STOCKS I FOLLOW

GS Goldman Sachs Group Inc.
HYMB SPDR Nuveen S&P High Yield Municipal Bond ETF
JPM JPMorgan Chase & Co.
SHYD VanEck Vectors Short High-Yield Municipal Index ETF

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Portfolio Manager
Narrow Road Capital
July 2012 - Present (11 years 1 month)

In this role I source, analyse, trade and monitor Australian high yield and distressed debt opportunities for high net wealth individuals and groups, and for institutional investors. Narrow Road Capital has a particular focus on esoteric, smaller, more illiquid and complex debt securities.

Senior Manager in Distressed Assets
Commonwealth Bank of Australia
January 2009 - June 2012 (3 years 6 months)

In this role I managed and traded the largest and most complex distressed assets of the Commonwealth Bank.

Portfolio Manager/Vice President
Lehman Brothers
October 2004 - June 2008 (3 years 9 months)

I joined as a credit analyst in 2004, with portfolio management and trading duties added in 2005. Asset coverage encompassed a broad range of traditional and alternative sectors including general corporate lending, private equity transactions, mortgage and asset backed securities, structured credit securities and convertible bonds, listed and unlisted infrastructure and property trusts; for global and domestic funds, including the Lehman Brothers Global Mezzanine Partners fund.

Education

Insolvency Practitioners Association Programme
2010 / 2010
Chartered Financial Analyst
2005 / 2007

Publications