has a 17-year track record of successfully building strong client
relationships and marketing a broad range of investment products to
institutional investors. He has a wide range of expertise in sales and
marketing with equity and fixed income portfolios, fundamental and
quantitative strategies, domestic and global and alternative investments
including hedge funds, private equity and real estate.
to founding 3rdMark in 2006, Greg was most recently Managing Director of
the Centre for Investor Education (CIE). CIE is a high quality
investment education business that brings together a select group of
investment management firm sponsors and investors in intimate forums
that provide the opportunity for discussion on leading edge investment
issues and for networking.
at CIE Greg developed content for conferences covering topics including
strategic asset allocation, Australian equity, global equity,
quantitative strategies, currency management, fixed income, hedge funds,
real estate, infrastructure and private equity.
to joining CIE, Greg had a ten-year career at Merrill Lynch Investment
Managers and its antecedents, most recently as Director and Head of
Institutional Sales & Investment Services. During that time he lead
a sales and client service team that grew assets under management from
$2 billion to $7.5 billion and launched new products including enhanced
index strategies, hedge fund of funds, private equity fund of funds and
listed property. Greg was directly responsible for consultant
relationships and serviced a number of high revenue earning fund
relationships. Greg began his career in financial services at Citibank
in the leveraged buyout business.
has a BE(Hons) in chemical engineering from the University of Auckland
and an MBA (Finance Major) with distinction from the Australian Graduate
School of Management. He is a graduate member of the Australian
Institute of Company Directors.