About

OUR TEAM

Oceana is a fully integrated funds management platform offering funding and partnership opportunities across a range of asset classes.

Founder & CEO

We value talent and experience from all backgrounds and sectors. Our belief in the value of partnership extends to our people.

Our team shares in our success and are aligned with our performance.

If you are interested in a career with Oceana please get in touch.

CONTACT US
  • OCEANA FUNDS
  • OAFIT
  • OCEANA PROPERTY PARTNERS
  • OCEANA FUNDS
  • OAFIT
  • OCEANA PROPERTY PARTNERS

Oceana Funds

Oceana Funds has a skilled and passionate team integrating our underlying fund offerings with a robust infrastructure incorporating relevant areas of distribution, underwriting and risk, finance, property, compliance, and IT.

Oceana Funds was founded to deliver superior risk adjusted returns to all stakeholders and conduct business with the highest integrity, our people reflect these values.

We originate and manage assets in the private credit and property sectors with the relevant personnel core competencies. Our team has deep experience in funds management and distribution, and counts investor relationships as our greatest intellectual property with a network spanning the globe.

OAFIT PRINCIPALS & ADVISORY

OAFIT has a scalable and experienced team with Oceana Management and >100 FTE providing the infrastructure to originate and manage OAFIT’s underlying assets and the systems and architecture where they are housed.

This is complemented by extensive credit and receivables portfolio management experience with corporate governance and oversight supported by an independent Fund Manager Board and Credit Committee representation.

We originate eligible receivables assets, apply a rigorous credit assessment, and utilise proprietary systems and operational infrastructure which we believe to be best of breed.

Our highly experienced leadership team continuously works to a single goal of creating a unique and superior fixed income product.

CONTACT US

OCEANA PROPERTY PARTNERS

Oceana Property Partners (OPP) is a property investment management business specialising in repurposing, repositioning, and redevelopment of commercial property.

In fitting with the Oceana Funds mandate of partnership, OPP offers prospective investors scalable and deep properties combined with the gravitas and market leading position of one of Australia largest private property investors and managers.

OPP is led by a seasoned and experienced team that we are always interested in complementing, if you think you can add-value to OPP, we would love to hear from you.

PRINCIPALS

David Lewis

CEO & Founder
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A structured finance specialist, David has spent more than two decades in the industry, launching Oceana Investments (Asia) Limited in 2014. David has overseen the growth of Oceana Funds flagship Oceana Australian Fixed Income Trust (“OAFIT”), creating one of Australia’s best performing fixed-income investment vehicles since 2016.

Since its inception OAFIT has placed more than $1.5bn of medium-term Notes with wholesale and sophisticated investors. David also co-founded Oceana Property Partners in 2021 and has since completed the funding and acquisition of its founder assets.

David believes in structuring, partnership, risk management, and takes an ‘best-of-breed’ approach to all business endeavours. Previously he was Executive Director of Oceana Investments (Asia) Limited, responsible for the management of a structured credit and direct equity investment portfolio focused on the consumer and technology sectors.

David spent five years at Investec Bank in the UK within the structured finance division and earned an MBA from ESADE Business School in Barcelona, Spain. He has a Finance and Operations Management (minoring in Economics) Degree from the University of Massachusetts, Amherst (cum laude) and is a member of the Credit and Investment Committee of FC Funds Management Pty Ltd and a Non-Executive Director of FC Capital Holdings Pty Ltd. David is also an observer to the board of Finstro Holdings LLC.

OPERATIONAL

Kevin Wong

Chief Financial Officer
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Kevin joined Oceana in 2016 and has held the role of CFO since 2019. He is responsible for all the accounting and financial work for the business and underlying funds, working closely with our audit partners for the relevant entity. He previously worked for PwC in Australia and Malaysia and has over six years of experience in providing audit services to clients in the property and asset management industry.

Kevin is a Certified Practicing Accountant (CPA).

Sean Robertson

Compliance Advisor
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Sean was a partner and head of the financial services team at McCullough Robertson for 14 years prior to joining Oceana.

Sean has over 25 years' experience as a financial services lawyer, focusing on managed investments and financial services.

Sean also co-authored 'A Practical Guide to Managed Investments' published by the Law Book Company (now in its third edition) and regularly has lectured on compliance with the Corporations Act 2001 and financial services generally.

Eddie Pegoraro

General Counsel
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Eddie has over 20 years of experience in legal, corporate and international taxation; capital and transaction structuring; transaction execution; business strategy, and funds management in Australia and internationally. Eddie holds Bachelor degrees in Law (Honours), Arts, and Commerce from the University of Melbourne, and an MBA from Macquarie University. Eddie is currently licensed to practice law in New South Wales.

Connie Henderson

Lead Creative and Content Designer

Clementene Chaplow

Executive Assistant & Office Manager

ADVISORY

John Thomas

Chairman & Non-Executive Director (Independent)
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John has been involved in banking, finance, and funds management activities for over 40 years. Under John’s leadership, Howard Mortgage Trust won the Money Management Magazine “Fund Manager of the Year” award on seven occasions.

John is a member of the Credit and Investment Committee of FC Funds Management and Chairman of FC Capital Holdings Pty Ltd and Finstro Holdings Pty Ltd

Darrell Hendry

Non-Executive Director (Independent)

Darrel has over 40 years’ financial and corporate experience, and has held the position of Chief Financial Officer at a number of large listed Australian and international corporates including Bilfinger Berger Australia Pty Ltd and Abigroup Ltd.

Darrel is a member of the Credit and Investment Committee of FC Funds Management Ltd and a Non-Executive Director of FC Capital Holdings Pty Ltd and Finstro Holdings Pty Ltd.

Daniel Weinberg

Adviser to the Manager (Independent)

Daniel has over 25 years’ experience in financial technology. He was Senior Partner and Head of Corporate Strategy for Optiver APAC, a global proprietary trading company utilising systems and technology developed entirely in-house. He currently sits of the Optiver Global Foundation board.

Daniel was also a member of the Derivatives advisory committee for the Hong Kong, Singapore, and Korean Exchanges. Daniel is an advisor to Oceana in the promotion of the Trust.

PRINCIPALS

David Lewis

CEO & Co-Founder
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A structured finance specialist, David has spent more than two decades in the industry, launching Oceana Investments (Asia) Limited in 2014. David has overseen the growth of Oceana Funds flagship Oceana Australian Fixed Income Trust (“OAFIT”), creating one of Australia’s best performing fixed-income investment vehicles since 2016.

Since its inception OAFIT has placed more than $1.5bn of medium-term Notes with wholesale and sophisticated investors. David also co-founded Oceana Property Partners in 2021 and has since completed the funding and acquisition of its founder assets.

David believes in structuring, partnership, risk management, and takes an ‘best-of-breed’ approach to all business endeavours. Previously he was Executive Director of Oceana Investments (Asia) Limited, responsible for the management of a structured credit and direct equity investment portfolio focused on the consumer and technology sectors.

David spent five years at Investec Bank in the UK within the structured finance division and earned an MBA from ESADE Business School in Barcelona, Spain. He has a Finance and Operations Management (minoring in Economics) Degree from the University of Massachusetts, Amherst (cum laude) and is a member of the Credit and Investment Committee of FC Funds Management Pty Ltd and a Non-Executive Director of FC Capital Holdings Pty Ltd. David is also an observer to the board of Finstro Holdings LLC.

Brad Prout

Co-Founder
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Brad has over 30 years’ experience in financial markets, specialising in project, infrastructure, capital markets and credit-based portfolio management.

Brad has very strong transaction experience in structured lending and receivables management. He was previously Founder and Managing Director of ASX listed Ethane Pipeline Trust, Senior Vice President, Bankers Trust Australia and Senior Executive, SBC Australia.

Brad is member of the Credit and Investment Committee of FC Funds Management Pty Ltd and an Executive Director of FC Capital Holdings Pty Ltd and Finstro Holdings Pty Ltd.

OPERATIONAL

Kevin Wong

Chief Financial Officer
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Kevin joined Oceana in 2016 and has held the role of CFO since 2019. He is responsible for all the accounting and financial work for the business and underlying funds, working closely with our audit partners for the relevant entity. He previously worked for PwC in Australia and Malaysia and has over six years of experience in providing audit services to clients in the property and asset management industry.

Kevin is a Certified Practicing Accountant (CPA).

Mark Donavan

Chief Financial Officer - Finstro

Mark has over 17 years of financial leadership experience within the investment management and banking and capital markets industries. Prior to Finstro, Mark held executive positions with Macquarie Group, Bluestone Group, Janus Henderson Global Investors, and PwC.

Mark has a Doctorate in Economics, bachelor’s degrees in economics and Accounting and is a member of the Institute of Chartered Accountants.

Sava Trifunovic

Chief Operating Officer - Finstro

Sava has over 35 years of executive management experience in private and public companies, including VISY Industries. Sava has managed strategic projects in finance, manufacturing, and operations, with a strong technology focus that has delivered sustainable cost-saving benefits. Proven expertise in building seamless integration between onshore and offshore operations.

He has been a member of the AICM for over 30 years and managed a $3.2 billion credit and risk portfolio.

Christian Brehm

Chief Executive Officer - FC Capital
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Christian has over 12 years of experience within financial advisory, infrastructure, real estate funds management, investment banking, and structured finance. He has executed a range of large-scale cross border transactions in different asset classes such as property, infrastructure, derivatives, and private equity.

Christian previously held roles at KPMG, SMBC, and Deutsche Bank

Shaun Swinton

Head of Lending Operations - Finstro
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Shaun has over 20 years of small business credit risk management experience, ranging from vendor programs to major banks.

Shaun is responsible for FCFM’s credit and lending operations team and is a member of the Credit Committee of FC Funds Management.

Tom Whitworth

Chief Product Officer - Finstro

Tom joined Finstro in 2013 and lead the team to develop the original Finstro platform. As CPO, he oversees all product development of Finstro, from research, to design, and technical implementation.

Tom served in the Australian Infantry before joining Finstro and holds a BA in Economics with a major in Econometrics from the University of Sydney.

Damian Speziali

Executive Director, Private Markets - FC Capital
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Damian has nearly 20 years’ experience in banking and debt advisory, included senior originations, relationship management and distressed debt roles with Lloyds, FIIG Securities, and Westpac Institutional Bank.

Damian has successfully financed in excess of $1bn of debt across Corporate, Acquisition Finance, and specialized Property transactions.

Ati Harsh

Head of IT – Finstro & FC Capital
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Ati is an experienced Senior Software Engineer with over 11 years’ application development experience.

Ati oversees the IT development and support teams and is responsible for the delivery and maintenance of application software, credit infrastructure, and TIQ systems that support the Fund.

Kevin Chen

Senior Manager Corporate Finance – FC Capital
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Kevin joined FC Capital in 2012, he oversees all quantitative analytics, building financial models for large-scale financial transactions across a number of industries.

Kevin possesses detailed knowledge in valuing different types of financial transactions, statistical analysis, and risk analysis. Kevin graduated from Macquarie University in 2011 a with Bachelor of Commerce (Actuarial Studies) and Bachelor of Science (Computer Science) with GPA 3.76/4

Anil Karaman

Data Analyst - Finstro

Anil joined the team in 2021 and overseas the data analytics and reporting across all teams at Finstro. Prior to joining, he had over 5 years’ experience implementing data and technology related transformation programs at Close Brothers Merchant Bank in London.

Anil graduated from Imperial College London in 2014 with a Bachelor of Engineering. studying Electrical and Electronic Engineering.

Shrikaanth Balasubramaniam

Manager Corporate Finance - FC Capital

Shrikaanth joined FC Capital in July 2018 as an analyst in the Corporate Finance team. Shrikaanth has over seven years’ experience in investment analysis and valuation. Prior to joining FC Capital, he spent five years with CRISIL, one of India’s largest financial services companies, supporting the investment research and valuation team of a German investment bank.

Shrikaanth is qualified as a Chartered Financial Analyst (CFA).

Patrick William

Executive Director, Corporate Finance - FC Capital

Patrick has over 10 years’ experience in investment banking and principal investment with a focus on the tech, telco, and media sectors. He has executed on listed and unlisted transactions across Australia and Southeast Asia.

Patrick previously held roles at Macquarie Capital, SmartGroup Corporation Ltd, and AquAsia.

Mark Diffey

Chief Technology Officer - Finstro

Mark has over 30 years of technology experience gained working and living on four continents. Having worked in every role in technology, Mark has a handson view that has assisted him in using his experience at the executive level for organisations over the last decade, from small agile teams to 250+ global teams.

Mark redefined the CIO role over the years to ensure technology is focused on adding business value. Mark is driven by reviewing opportunities to use technology to enable business to change at the speed we need today.

James Stanton

Head of Customer Experience - Finstro & FC Capital

James is one of the industries leading Chief Experience Officers, with a strong portfolio of Fortune 500 companies to his bow. In his 25 years of conducting digital transformation programs for Etihad, CitiBank, Macquarie and Westpac to name just a few brands, his energy and perfection have never faulted in crafting exciting digital experience including IBM’s IX Studio in Dubai.

PRINCIPALS

Grant Traub

Co-Founder and CEO
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Grant is a founding partner and CEO of Oceana Property Partners. He is a real estate finance professional with 19 years’ experience in deal origination, capital transactions, asset management, restructuring, and debt recovery. Prior to joining Oceana, Grant was the Head of Real Estate at Centennial Property Group and was responsible for the transactions and asset management functions. In addition, Grant held roles at Dexus where he worked in Transactions and was a Portfolio Manager responsible for the performance of over $1.5bn of assets.

Grant is responsible for the full life cycle of investment activities from investment initiation to investment realization. Further, he has oversight of investor communications, corporate strategy and is a member of the group’s Investment Committee.

David Lewis

Executive Director
team photo

A structured finance specialist, David has spent more than two decades in the industry, launching Oceana Investments (Asia) Limited in 2014. David has overseen the growth of Oceana Funds flagship Oceana Australian Fixed Income Trust (“OAFIT”), creating one of Australia’s best performing fixed-income investment vehicles since 2016.

Since its inception OAFIT has placed more than $1.5bn of medium-term Notes with wholesale and sophisticated investors. David also co-founded Oceana Property Partners in 2021 and has since completed the funding and acquisition of its founder assets.

David believes in structuring, partnership, risk management, and takes an ‘best-of-breed’ approach to all business endeavours. Previously he was Executive Director of Oceana Investments (Asia) Limited, responsible for the management of a structured credit and direct equity investment portfolio focused on the consumer and technology sectors.

David spent five years at Investec Bank in the UK within the structured finance division and earned an MBA from ESADE Business School in Barcelona, Spain. He has a Finance and Operations Management (minoring in Economics) Degree from the University of Massachusetts, Amherst (cum laude) and is a member of the Credit and Investment Committee of FC Funds Management Pty Ltd and a Non-Executive Director of FC Capital Holdings Pty Ltd. David is also an observer to the board of Finstro Holdings LLC.

ADVISORY

John Thomas

Chairman & Non-Executive Director (Independent)
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John has been involved in banking, finance, and funds management activities for over 40 years. Under John’s leadership, Howard Mortgage Trust won the Money Management Magazine “Fund Manager of the Year” award on seven occasions.

John is a member of the Credit and Investment Committee of FC Funds Management and Chairman of FC Capital Holdings Pty Ltd and Finstro Holdings Pty Ltd

OPERATIONAL

Kalen Foster

Head of Investments
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Kalen has over 13 years of direct property experience working across a broad range of property and funds management businesses.

Kalen has spent much of his career at the front end of commercial transactions in the value-add and core-plus space. This has provided him with a strong understanding of the value extraction process and the need for stringent acquisition criteria when assessing opportunities. Prior to joining Oceana, Kalen led acquisitions at Quintessential Equity, placing the firm’s first blind value-add fund. In addition, Kalen has held various roles at Dexus, including leading industrial acquisitions nationally and at GM Property Group was Head of Transactions.

Kalen is responsible for asset origination, execution, and divestments across all sectors for Oceana Property Partners.

Sean Robertson

Compliance Advisor
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Sean was a partner and head of the financial services team at McCullough Robertson for 14 years prior to joining Oceana.

Sean has over 25 years' experience as a financial services lawyer, focusing on managed investments and financial services.

Sean also co-authored 'A Practical Guide to Managed Investments' published by the Law Book Company (now in its third edition) and regularly has lectured on compliance with the Corporations Act 2001 and financial services generally.

Kevin Wong

Chief Financial Officer
team photo

Kevin joined Oceana in 2016 and has held the role of CFO since 2019. He is responsible for all the accounting and financial work for the business and underlying funds, working closely with our audit partners for the relevant entity. He previously worked for PwC in Australia and Malaysia and has over six years of experience in providing audit services to clients in the property and asset management industry.

Kevin is a Certified Practicing Accountant (CPA).

Alex Healey

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Alex has worked in direct property transaction roles for the past 7 years. He started his career as an analyst at CBRE, where he worked on nearly $1.5 billion worth of sales, before completing $220 million worth of deals in buy-side roles at Sentinel Property Group and Marprop. He is currently completing a Master of Commerce at UNSW.