Over 200 years combined
Investment and Technical Professionals
The Oceana Australian Fixed Income Trust has a skilled and passionate team with experience in the relevant areas of credit, corporate and structured finance, operations, sales and IT. This is complemented by extensive credit and receivables portfolio management experience with corporate governance and oversight supported by 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 works to a single goal of creating a unique and superior fixed income product.
David has over 15 years’ experience in structured finance and private equity. His most recent role prior to the establishment of the Fund is as Executive Director of Oceana Investments (Asia) Limited and the management of a structured credit and direct equity investment portfolio focussed on the consumer and technology sectors. Prior to joining Oceana, David spent 5 years at Investec Bank in the UK within the structured finance division. David has an MBA from ESADE Business School in Barcelona, Spain. He also holds a degree from University of Massachusetts, Amherst (cum laude), in Finance and Operations Management and a minor concentration in Economics. David a member of the credit and investment committee of First Class Funds Management.
Brad has over 23 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. 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 First Class Funds Management, and member of the audit committee for the Oceana Australian Fixed Income Trust.
As Chief Operations Officer of First Class Funds Management, Tom manages the team responsible for the day to day management of the Fund’s Assets, ensuring the integrity of all operational and credit processes of the fund manager.
Lee has over 25 years commercial lending experience across bank and non-bank lenders, with particular focus on providing working capital solutions for SME’s and mid-market companies. Previously Lee was National Head of Invoice Finance at GE Capital and ANZ Banking Corporation.
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.
Christian has over 12 years of experience within financial advisory, infrastructure, real-estate funds management, investment banking and structured finance. He 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.
Stephen has over 20 years experience financing and negotiating large and complex transactions drawn from over a decade in investment banking with Macquarie Group and six years working on large infrastructure projects for Leighton/CIMIC Group. He has experience across multiple sectors: infrastructure, telecommunications, airlines, financial services, resources, gaming and property.
Liz has over 20 years experience as a corporate lawyer both in private practice and in a diverse portfolio of senior in-house roles spanning financial services, health, education and governance advisory sectors. Liz was previously a partner of Baker & McKenzie where she co-founded the Australian private equity practice and was most recently sole in-house counsel for private equity fund manager, Ironbridge Capital. Liz has a degree from Cambridge University.
Ati is an experienced Senior Software Engineer with over 11 years’ application development experience . Ati overseas 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 joined FC Capital in 2012 is in charge of all quantitative analytics, building financial models for several 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 Macquarie University in 2011 with Bachelor of Commerce-Actuarial Studies and Bachelor of Science- Computer Science with GPA 3.76/4.
Kevin is responsible for the accounting and finance work for the Fund. He has previously worked for PwC in Australia and Malaysia with over 6 years of experience in providing audit services to clients in the property and asset management industry.
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 7 occasions. John is a member of the credit and investment committee for First Class Funds Management.
Daniel has over 18 years’ experience in financial technology. Daniel is currently Senior Partner of Optiver APAC; a global proprietary trading company utilizing systems and technology that are developed entirely in-house. He is also a member of the Derivatives advisory committee for the Hong Kong, Singapore and Korean Exchanges. Daniel is an adviser to Oceana in the promotion of the Fund.
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 First Class Funds Management.