Greg has a 30 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 most notably with private real estate and infrastructure, listed real asset portfolios, Australian and global equity portfolios, fundamental and quantitative strategies, and alternative investments including hedge funds and private equity.
Prior to founding 3rdMark in 2006, Greg was the 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.
While 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.
Prior 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 led 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.
Greg 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 with merit of the Australian Institute of Company Directors course.