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Corporate Experience: CEO; CHAIRMAN; DIRECTOR, PARTNER Board Experience: Current - Partner Asset Management Company; Director Fund Services Company (Ltd.); CEO/Director of Ltd. company (12 years); Board Advisor to Investment Fund, Board Advisor to Social Enterprise; Board Advisor Technology Company; Board Advisor Specialist On-line Retailer; Board Advisor to CIC; Board Advisor to Charity. Previous: Chairman of a UK quoted PLC; Chairman of private Ltd. company; CEO of International Investment Bank; Board Advisor Social Enterprise; Board Advisor to Social Housing Group; Board Director Investment Management Company; Board Advisor Investment Management Company; Director Stock Broker; Director Service Provider; Director Market-Maker; Director on-line trading firms; Advisor to FinTech; Advisor to Social Impact. Focus for the last 15 years has been on: Fund Advisory & Corporate Board Advisory; specifically in the areas of: Corporate Governance; Asset Building & Retention Strategy; Impact Investment Implementation & Measurement; Social Real Estate; Digital Investments; Investor Relations & Marketing Programmes. FCA Authorisations held: SMF27; SMF17; CF1; CF3; CF10; CF11; CF21; CF30; CF27 Key Statistics - Types of Firms Managed: Asset Managers / Investment Banks / Stock Brokers / Market-Makers / Wealth Managers / Social Enterprises / Consultants - Experienced Board Member: From Chair to CEO to Advisor / committee oversight - Total Assets Raised (in an individual capacity since yr 2000) = >£1.5 Billion - Largest Investment Portfolio - personally - Managed (multi-strategy) = $ 1.0 Billion - Largest Firm Managed (as CEO)/Co-Owned = AUM $ 18 Billion - Team Management / Oversight = Largest team 120, smallest 6 persons
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