The Team

Wayne Kaplan – Director

Bachelor of Commerce
(Economics and Business Economics)

Underline

Nick Petzer – Director

Bachelor of Commerce (Finance and Risk Management) and

Bachelor of Commerce Honours (Investment, Finance and Risk Management)

Underline

Simon O’Callaghan – Analyst – Structuring of Equity Derivatives

Bachelor of Commerce (Investment Management and Bachelor of Commerce Honours – Financial Management)

Underline

Alex Mew – Analyst – Fund Research and Portfolio Creation

Bachelor of Commerce (Investment Management, Financial Management, Financial Accounting, Quantitative Management and Entrepreneurship and Innovation)

Underline

David Bryant – Analyst – Structuring of Equity Derivatives

Bachelor of Commerce Honours (Economics)

Underline

Natalie Keague – Personal Assistant and Office Secretary