B. Com, LLB (Hons)
Dan is a Portfolio Manager. He joined
Perennial Value in August 2012 after 15 years at UBS Investment Bank where he
held the position of Managing Director - Head UBS Fundamental Investment Group.
In this role, Dan managed a seven person team investing as a multi-strategy
hedge fund in the Australian market. His responsibilities included the overall
risk management of the portfolio using various derivative structures and
strategies including long/short, risk arbitrage,
bond arbitrage and derivative overlay.
Prior to joining Perennial Value, Dan held a number of roles with UBS including Co-Head Equity Trading and Derivatives. Prior to this management role, Dan was a registered derivative market maker on both the ASX equity option and SFE futures floors. Dan is the dedicated Portfolio Manager responsible for the Wealth Defender portfolio’s, including their dynamic protection strategies and his investment management responsibilities for a portfolio of stocks within the funds. Dan is expected to spend 80% to 100% of his time on the Company. He has more than 18 years buy and sell side experience managing Australian equity portfolios as well as hedge fund and derivative strategies for investment banks and asset managers. He is a member of the ASX Clear Risk Committee.
Dan holds a Bachelor of Commerce and a Bachelor of Laws (Honours) from Bond University.