CCI’s team comprises over 30 executives including six full-time portfolio managers and eighteen full-time analysts with decades of fixed-interest trading, quant and credit research capabilities.
CCI’s unique analytical and quantitative capabilities are recognised in Australia and overseas as the basis for unusually high win ratios and prescient projections. CCI’s leadership is often called on to advise government on complex economic policy formulation. CCI’s chief investment officer co-developed the ideas for the Australian government to invest in the residential mortgage-backed securities (RMBS) market during the global financial crisis and more recently the SME loan market. In 2018 CCI developed the world’s first hedonic index of RMBS default rates. In 2020 CCI published a unique forecasting framework for COVID-19 that correctly predicted the peak of the first COVID-19 wave in April 2020 months ahead of epidemiologists’ forecasts.
The team’s investment philosophy fuses both bottom-up and top-down quant asset pricing, credit rating and macro research with intensive operational, commercial and financial due diligence.
CCI’s Investment Committee and Compliance & Risk Committee is chaired by the experienced funds management and superannuation executive, Ms Melda Donnelly, who is supported by Mr Robert Henricks.
CCI has an extensive sales and product team comprising a further four full-time professionals, led by Gary Walsh, Head of Asset Origination. Senior executive bios for the investment, operations, finance and risk teams can be found here.
CCI Team Biographies
Chair of the Board and Compliance & Risk Committee. Member, Investment Committee
Ms Donnelly was appointed Chair of Coolabah Capital’s Board and Compliance & RIsk Committee in 2015, and is a member of the Investment Committee. She is responsible for managing board processes relating to compliance, governance, strategy, performance and risk management. Ms Donnelly is a director of Treasury Group (ASX: TRG/mkt cap $200m and $49bn in FUM) and a member of HESTA’s ($32bn FUM) investment advisory board. Ms Donnelly’s previous work experience includes being CEO of the Queensland Investment Corporation, Deputy Managing Director of ANZ Funds Management, Managing Director of ANZ Trustees and chairperson of the Centre for Investor Education (CIE), a specialist education and consultancy firm for executives in Australian and overseas superannuation funds, institutional investment bodies and the financial markets. Ms Donnelly has also served as chair of Donnelly Money Management ($1bn in FUA), deputy chairperson of VFMC ($47bn FUM), and a director of: Unisuper ($50bn in FUM); Ashmore Group plc ($61bn FUM); Health Super ($9bn FUM); Network 10 Limited, and the Australian Accounting Standards Board. In addition, Ms Donnelly is a member of the Advisory Committee of the Oxford University Centre for Ageing. Ms Donnelly started her career at PriceWaterhouse as an audit/tax specialist and has a BComm from the University of Queensland and is a Chartered Accountant.
Independent Non-Executive Director, Board, Investment Committee, Compliance & Risk Committee
Mr Henricks was appointed an Independent Non-Executive Director of Coolabah Capital’s Board, Investment Committee and Compliance & Risk Committee in 2017. Bob was previously the 20 year Chairman of the $6 billion super fund, Energy Super. In 2015 he was named 2015 Trustee of the Year by the Australian Institute of Superannuation Trustees. He previously served as a director of the $2 billion Gardior Infrastructure Fund, the University of Queensland Diamantina Institute Business Development Board, and was previously the chair of the SPEC(Q) and AUST(Q) super funds, and a director of the CBUS super fund. Bob is a director and chair of Castellan Asset Management, an aircraft leasing company, and brings substantial governance, compliance and risk management expertise to the business.
Phil Kearns was previously Managing Director at InterRISK Australia, a leading corporate insurance broker and equity partner business of ASX-listed Austbrokers Holdings Limited. Prior to this, Phil had more than 10 years’ experience leading financial service organisations from Investment Banking and Capital Raising to Private Wealth and Insurance. In his previous position as Chief Executive Officer at Centric Wealth, Phil was successful in achieving a major transformation of the business which was owned by private equity firm CHAMP. Phil served 12 years as a Director of the Children’s Cancer Institute Australia and is deeply involved in the Humpty Dumpty Foundation. He is credited with being the brain behind the Sydney Charity Event, The Balmoral Burn an annual run up one of Sydney’s steepest streets which has raised $27.5 million to buy lifesaving medical equipment for children’s medical facilities across the country. He is also a Commentator with FoxSports on all things rugby. Prior to his business career, Phil played 67 tests for the Wallabies from 1989 to 1999, during which he captained the team 10 times. Phil has an Arts Degree majoring in Economics and Economic History from the University of NSW.
Chief Investment Officer & Portfolio Manager
Christopher founded Coolabah Capital in 2011 and leads the portfolio management effort that has produced one of Australia’s top short-term fixed-interest capabilities. He is responsible for investment decisioning, portfolio management, research and asset pricing, and general business management, running a large team of portfolio managers and analysts. Christopher is also a Contributing Editor with The Australian Financial Review and well-known as one of Australia’s leading economists, policy advisors and fund managers. In 2019, CCI was selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career across all asset-classes. Christopher previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and was the founder of an award‐winning research and investment group, Rismark International. In 2009 The Australian newspaper selected Christopher as one of Australia’s top 10 “Emerging Leaders” in its economic/wealth category. In 2007 Christopher was selected by The Bulletin magazine as one of Australia’s “10 Smartest CEOs” and by BRW Magazine as one of “Australia’s Top 10 Innovators”. In 2008, the Australian Government invested $15 billion behind a policy proposal developed by Christopher to provide liquidity to the Australian RMBS market to mitigate the effects of the GFC. In 2019 the Australian government committed $2bn to invest in securitised SME loans on the basis of a policy proposal Christopher developed for the Treasurer at the time to enhance competition and liquidity in the SME finance sector. In February 2009, Christopher was invited by the Rockefeller and MacArthur Foundations to travel to advise the Obama Administration on the US housing crisis. Christopher served as a Director of The Menzies Research Centre, which is a leading Australian think‐tank, from 2003 to 2007. Christopher received Joint 1st Class Honours (Economics & Finance) and the University Medal in Economics & Finance from the University of Sydney, where he was a Credit Suisse First Boston Scholar, SIRCA and University Honours Scholar. He studied in the PhD program at Cambridge University in 2002 and 2003, where he was a Commonwealth Trust scholarship recipient.
Chair of Investment Committee & Portfolio Manager
Darren co-founded Coolabah Capital in 2011 with Christopher Joye. Darren is Chair of the Investment Committee and contributes to investment decisioning, portfolio management and risk management. He started his career at McIntosh Hamson Hoare Govett in 1987 in their graduate training program as a junior bond futures adviser and then options adviser. In 1989 Darren was headhunted to join Fay Richwhite to establish their bond option sales business. In that year he also assumed responsibility for trading interest rate options using Fay Richwhite’s balance-sheet and built a team of interest rate option and share price index traders that included five market-makers in total. Fay Richwhite went from no activity to the No. 1 option market‐maker on the Sydney Futures Exchange by volume and reputation. Darren was responsible for all the risk management associated with Fay Richwhite’s exchange-traded derivatives businesses reporting to the Head of Trading. In 1992 Deutsche Bank recruited Darren as an Associate Director and Head of Exchange Traded Options to replicate the market making business he had established inside Fay Richwhite. In 1994 Deutsche Bank promoted Darren to Director and Head of Exchange Traded and OTC Options, which included a team of six market makers reporting to the Head of Trading. During this time Darren was responsible for principal trading off Deutsche Bank’s balance-sheet across multiple asset classes, including equities, currencies, bonds, commodities, and derivatives. Darren was also responsible for risk management and staffing. In 1998 Darren moved to London with Deutsche Bank as a Director of Deutsche Bank Global Proprietary Trading in London where he traded interest rate derivatives, currencies and stock index securities, and reported to the Head of Deutsche Bank Global Proprietary Trading, Steve Kennedy. Darren resigned from Deutsche Bank in 2001 and established his family office, Bower Capital. He was approved as an Independent Member of the Sydney Futures Exchange/Australian Stock Exchange to invest his own money in the interest rate securities markets and received rebates from the exchange as a recognised market-maker. Darren was one of the largest independent interest rate options traders on the SFE/ASX and helped the SFE/ASX design its intraday interest rate option contracts for government bonds. He was Chairman of Sydney Futures Exchange’s Exchange Traded Option Committee between 1993 and 1995, and a Casual Lecturer in Derivatives and Options at Securities Institute of Australia in 1994-1995. Between 1996-1996 he was a member of the Australian Financial Markets Association (AFMA) Over-the-Counter Option Committee. Bower Capital was approved as a recognised market maker and Independent Member of the SFE/ASX between 2001-2008.
Chief Risk Officer
Ed joined Coolabah Capital in 2013 as a Senior Credit Analyst and was promoted to Chief Risk Officer in 2018. As Chief Risk Officer, he helps lead credit risk analysis, risk management, compliance and governance across the business. Ed is a senior risk professional with over 20 years’ experience across fixed income funds management and bond insurance and corporate lending at leading domestic and global financial institutions. He has broad experience across industries and sectors, including: infrastructure and utilities, power and energy, property & real-estate, natural resources, oil & gas, media & telco, engineering and contracting, general industrials and agriculture. Ed has served in numerous credit research roles since 2000 including: Director, Debt Products & Global Risk, at Bank of America Merrill Lynch; Senior Credit Analyst, Fixed Income Credit Research at ING Investment Management; Vice President, Project Finance & Credit, at MBIA Insurance; Assistant Vice President, Corporate Risk Management at Citigroup; Associate, Project Finance & Credit, at Bank of America; and Credit Analyst, Institutional Banking, at NAB. He graduated with a Bachelor of Commerce (Finance) and Bachelor of Laws from UNSW.
Independent Compliance Specialist
James was initially retained as an independent compliance specialist to the Coolabah Capital business in May 2017. Since April 2020, James was appointed as a member of the Risk & Compliance Committee and is one of the responsible managers on Coolabah’s AFS Licence. James has over 25 years’ experience in the funds management industry, having worked in both trust administration and compliance roles for Perpetual Trustees Australia Limited and MIA Services Pty Limited, a company that specialises in compliance services to the funds management industry. His qualifications include a Bachelor of Business in Land Economy (Western Sydney University formerly Hawkesbury Agricultural College) and a Diploma of Law (NSW Legal Practitioners Admissions Board).
Portfolio Manager & Quant Analyst
Ash joined Coolabah Capital in 2017 in a full-time role as a quantitative analyst and portfolio manager and helps lead all portfolio management and research efforts. Ash was previously Director of Quantitative Strategies at the award-winning and strongly performing FX hedge fund, The Cambridge Strategy, between 2012 and 2016, based in London. At Cambridge Ash managed US$250m (and a small team) in medium-term, quant-based FX strategies spanning 2012-2016 with an average audited annual return of 13.4% and volatility of 8.2%, outperforming FX beta indices and FX and Macro Hedge Fund indices. Prior to Cambridge, Ash served as an investment analyst with portfolio management responsibilities covering FX, equities and fixed-income at the $800bn fund manager, Invesco between 2005 and 2012, based in Sydney. At Invesco he helped develop, analyse and manage multiple quant strategies including direct execution of fixed-income portfolios. Ash graduated with honours degrees in Law and Engineering (Software) from Melbourne University, has extensive quant analytical and programming skills, and in his youth was awarded Australian government prizes for mathematics.
Dr Stephen Parker
Portfolio Manager & Quant Analyst
Steve joined Coolabah Capital in 2016 in a full-time role as a quantitative analyst and in 2017 was promoted to a junior portfolio management role. Today he serves as a portfolio manager and quant analyst, contributing to all investment and research activities. Steve was previously a futures trader at Star Beta focussing on Australian and US government bonds and the formulation of quantitative trading strategies and risk management models for these markets, and prior to this worked for a consulting firm. In 2013 Steve completed a PhD in Astrophysics from the University of New South Wales that involved developing numerical and computational algorithms used in searching for brown dwarfs in several nearby star clusters. This included the creation and optimisation of automated pattern recognition algorithms, as well as simulating their use to optimise their effectiveness. He was awarded 1st Class Honours in his Bachelor of Science (Advanced) in Physics and Astronomy from UNSW. Steve’s honours year involved completion of two seperate Astrophysics projects, the first studying the spectra of distant quasars and the second involving searching for companions to nearby brown dwarfs. He is passionate about using data and numerical analysis to aid in making strong, evidence based decisions in research, financial and commercial contexts.
Dr Nick Campregher
Portfolio Manager & Quant Analyst
Based in London, Dr Nick Campregher joined Coolabah Capital in 2020 in a full-time role as a portfolio manager and quant analyst, and helps lead Coolabah’s offshore trading, investments, execution and research processes. Nick previously worked as a Senior Trader in the Credit Exotics and Complex Structured Products group at UBS in London between 2013 and 2019 where he was responsible for the trading and risk management of a large portfolio of credit exotic derivatives and corporate and structured credit securities, in both developed and emerging markets. Prior to this Nick was a Trader in 2012 on the Structured Credit and ABS Trading desk at UBS, focusing on credit hybrid SPVs and CLNs, and from 2009 to 2012 worked as an Associate in the Structured Product Market Risk team at UBS managing portfolio risk, capital and stress scenario analysis covering all aspects of structured credit trading, with a heavy focus on credit tranches and bespoke SPV transactions. Before joining UBS in 2009, Nick worked as a Risk Management Consultant at d-fine Ltd (2006 to 2008) and as a Derivatives and Fixed Income Analyst at Standard Bank (2008 to 2009). Nick graduated with a PhD in Electronics from Imperial College, London, where he also completed a BEng in Information Systems Engineering with honours. Originally born in Italy, he is fluent in both English and Italian. Nick represented Italy at junior rowing world and European championships and co-founded the London Brewing Company Ltd.
Portfolio Manager & Quant Analyst
Matt joined Coolabah in 2021 as a Portfolio Manager & Quant Analyst focussing on interest rate and sovereign bond strategies, amongst other things, based in Sydney. Most of his prior career was spent at UBS where he was a Managing Director and the Global Head of Rates Strategy. Other roles at UBS included the Head of AUD/NZD Rates Strategy in Sydney and the head of the Asia Pacific Knowledge Network in Singapore. Outside of UBS, Matt has worked for MLP (a hedge fund), ICAP (an inter-dealer broker), 4CAST (now Continuum Economics), the Australian Productivity Commission (Microeconomic Policy), and founded an economics consultancy, Signal Macro.
Junior Portfolio Manager & Quant Analyst
Rakin joined Coolabah in 2021 as a Junior Portfolio Manager & Quant Analyst based in London. He was previously a Global Markets Quant at Deutsche Bank in London where he developed semi-systematic trading strategies focussing on securitised products, systematic market making techniques, algorithmic trading, and portfolio construction, amongst other things. In 2019 he graduated from the University of Oxford with a Masters of Science in Mathematical Modelling and Scientific Computing after receiving 1st Class Honours and a Bachelor of Science in Mathematics from King’s College London.
Ying Yi Ann Cheng
Portfolio Management Director & Market Technicals Analyst
Ying Yi joined Coolabah Capital in 2017 as a full-time portfolio management director and market technicals analyst focussing on market research, analysis and technical factors, while also assuming responsibility for external stakeholder management. She spent the majority of her career at Citibank in London, where she was a Vice President, specialising in G10 and Emerging Market currencies, advising hedge fund clients and sovereign asset managers on alpha generating and risk management strategies. She was most recently at RBC Capital Markets working within fixed-income and credit. Prior to the sell side, Ying Yi had interned at Colonial First State and PwC in various quantitative roles. She has also held various advisory roles with tech startups in London and Sydney. After receiving a 99.95 ATAR for her HSC studies, ranking her in the top 0.05% of all secondary students, Ying Yi graduated with honours in Actuarial Science from the University of New South Wales, where she was the recipient of a Co-op Scholarship and included on the Dean’s Honour Roll for her year of exchange at NYU’s Stern School of Business.
Head of Credit Research
Jason joined Coolabah Capital in 2017 in a full-time role as a senior credit analyst. Jason has over 15 years buy-side experience specialising in fundamental and technical credit analysis across the capital structure. Previously at Hadron Capital LLP, a London based global relative value and event driven multi-asset class hedge fund, he was jointly responsible for the Credit Long/Short absolute return portfolio. The strategy sought relative value and catalyst driven investments, with portfolio views expressed using Corporate Bonds, Hybrids, Credit Default Swaps and Loans. Prior to Hadron, Jason was the Credit Portfolio Manager at RBC Capital Markets London, responsible for the European Credit Proprietary Trading Portfolio. He built and continually developed the credit process at both funds, while hiring, training and managing the relevant credit analyst teams. At Credit Suisse Capital Markets London, Jason was a Private Equity/Private Placements Analyst, investing proprietary capital in sub investment grade public companies, via the issuance of privately placed structured debt and equity securities. He was involved in the entire investment process from initial on-site due diligence, credit analysis, negotiation of terms, documentation and ongoing portfolio maintenance. Previous roles include Credit Risk Management at Credit Suisse London and NAB Corporate Banking in both London & Melbourne. Jason has a Bachelor of Economics and Post Graduate Diploma in Applied Finance and Investment.
Chief Macro Strategist
Based in Sydney, Kieran Davies joined Coolabah Capital in 2020 and is responsible for macroeconomic research and investment strategy, contributing to the investment decisions of the firm. Kieran has long experience as a macroeconomist in both the private and public sectors. He has worked most recently as Chief Markets Economist for National Australia Bank and was previously Chief Economist, Australia and New Zealand, for Barclays Bank and ABN Amro Bank/RBS. In those roles he provided thematic research, analysis and forecasts to the full range of bank clients, both in Australia and overseas, with a focus on fixed income and foreign exchange investors. Kieran also worked as Principal Adviser on the macroeconomy and budget policy in the Commonwealth Treasury. Kieran served earlier in his career as Treasury’s Director of Forecasting Section, preparing economic forecasts for the Commonwealth government and contributing to government advice on monetary policy. Kieran has a Master of Economics from the Australian National University.
Mathew Barrie, CFA
Senior Credit Analyst
Mat joined Coolabah Capital in 2019 in a full-time role as a credit analyst. Mat previously worked as an Assistant Manager in corporate finance with BDO focussing on valuations, M&A advisory, financial modelling and due diligence and as an undergraduate engineer at Winslow Civil Constructors. He graduated from Monash University with a Bachelor of Commerce and Bachelor of Engineering (Civil) with 1st Class Honours having completed his VCE at St Kevin’s College with a VCE Enter Score of 98.55, where he was a School Prefect and the recipient of the Edmund Rice Medal for the exhibition of excellence and contribution to the College. Mathew is a CFA charterholder.
Senior Credit Analyst
Nicholas joined Coolabah Capital in 2021 as a Senior Credit Analyst. Nicholas has over 7 years’ experience in credit, corporate and leveraged finance, having most recently been a founding team member of a now leading debt structuring and capital advisory firm, Skye Capital Advisory. During his time at Skye Capital, Nicholas completed over 30 transactions across a broad range of industries including media, telecommunications, mining services, software, agriculture, retail, services and general industrials. Primary responsibilities included producing deal materials including IMs, financial models and ratings analysis, managing lender due diligence processes, facilitating negotiations of term sheets, facility agreements and other legal documentation, while performing regular market, industry and company analysis. Prior to Skye Capital Advisory, Nicholas worked as an independent corporate advisory consultant and at Pottinger Co, completing M&A and debt advisory transactions, having began his career at Dixon Advisory and Superannuation Services as an investment analyst Intern. Nicholas has a Bachelor of Applied Finance with the Degree Bachelor of Economics from Macquarie University.
Seb joined Coolabah Capital in 2019 as a Junior Credit Analyst after graduating from the University of Adelaide with a Bachelor of Science majoring in Physics and a Bachelor of Finance. He played football at SANFL level for the Sturt Football Club before taking the opportunity to study for a year at Purdue University in the United States (where he joined the Delta Upsilon fraternity). Seb studied physics at Purdue and took particular interest in computational physics and quantum mechanics. Following his return from the US Seb took an internship in Bangalore, India and developed data extraction methods at Infosys Limited.
Cheryl Lim, CFA
Cheryl joined Coolabah Capital in 2021 as a Credit Analyst. Cheryl has over 5 years’ experience in investment management, finance, and treasury functions, most recently as an Investment Analyst with AustralianSuper. Her focus at AustralianSuper was portfolio management and construction of the securities lending portfolio, which held over A$8bn of AUM. Prior to her role at AustralianSuper, Cheryl also completed an internship in Citi’s investment banking division and worked as a treasury and taxation assistant for Mercedes-Benz Australia/Pacific. Cheryl graduated from Monash University with a Bachelor of Commerce (Finance) / Bachelor of Laws (Honours), having completed her VCE at The MacRobertson Girls’ High School and achieving an ATAR of 99.70. Cheryl was admitted as an Australian Lawyer by the Supreme Court of Victoria in May 2020 and is a CFA Charterholder.
Danniel Lin, CFA
Danniel joined Coolabah Capital in 2021 as a Credit Analyst. Danniel has 5 years’ experience in financial markets, risk management and regulatory functions, most recently as a Senior Associate in Macquarie Group’s Treasury department. Prior to Macquarie, Danniel worked as a Treasury & Capital Markets analyst at Deloitte and began his career as an analyst with the Australian Prudential Regulation Authority (APRA). Danniel graduated from the University of New South Wales with a Bachelor of Commerce (with Distinction) and was a Recipient of the Dean’s List Award for Academic Excellence, which is awarded to the top 5% of undergraduate students in the UNSW Business School. Daniel is a CFA Charterholder.
Senior Data Scientist & Chief Technology Officer
Kai joined Coolabah Capital in 2017 in a full-time role as a Senior Data Scientist focusing on asset pricing and portfolio management. Kai was previously a Data Scientist at CBA where he built machine learning models to project customer propensities. He was also involved in data mining projects with heavy use of R, Python, Hadoop, Hive, SQL and Linux tools. Prior to CBA Kai interned as signal processing researcher at Cochlear. Kai was awarded the Masters of Statistics from UNSW in 2020. Prior to that, Kai graduated from UNSW with 1st Class Honours and the University Medal in his Bachelor of Engineering (Electrical) program where his thesis researched pose estimation and trajectory matching. Kai was awarded an ATAR of 99.90 in his HSC while at Sydney Boys High. Prizes have included the Ben Rudzyn Memorial Prize in Signal Processing, the Engineers Australia Student Prize (Electrical & IT Division), and the Institution of Engineering & Technology (IET) Student Prize.
Senior Data Scientist
Nathan joined Coolabah Capital in 2020 as a Data Scientist. Nathan previously spent 4 years working with Macquarie as a senior analyst within the Risk Management Group’s Quantitative Applications Division. At Macquarie he was a lead validator of IFRS9 credit wholesale models and involved in validation of credit models such as consumer loan application scorecards and retail IRB models. He also validated equity and commodity pricing models, including volatility surfaces, and counterparty credit risk and pricing templates, amongst other things. Nathan graduated with an ATAR of 99.55 and then completed a Bachelor of Science (Advanced Maths) and a Bachelor of Commerce from UNSW where he was awarded 1st Class Honours in Statistics and finished with a Weighted Average Mark across both degrees of 88% (or above a high distinction average).
Dr James Yang
Junior Trader & Senior Data Scientist
James joined Coolabah Capital in 2020 as a Data Scientist. James previously worked as a Quantitative Analyst in Enterprise Risk Analytics at Westpac Group prior to commencing a Doctor of Philosophy in Financial Mathematics at the University of Sydney, where his dissertation was on “Singular Perturbation of Stochastic Optimal Control and Games”. He graduated from his PhD in 2020 and currently has two papers in the process of submission to academic journals. James completed his Bachelor of Science (Advanced Mathematics) at the University of New South Wales where his thesis was on “A Mean Field Approach to Conditional Diffusions”. He graduated with 1st Class Honours and a weighted-average university mark of 88% with 1st places in: MATH2901 – Higher Theory of Statistics; MATH5905 – Statistical Inference; MATH5805 – Advanced Monte Carlo Methods; MATH5816 – Continuous Time Financial Modelling. He was also the recipient of the Science Summer Vacation Research Scholarship (2013 – 2014), the UNSW Dean’s High Achiever Award in Science (Entry Scholarship), and the UNSW Faculty of Science Dean’s List (2012, 2013, 2015). In 2011 he graduated from Sydney Technical High School with an ATAR of 99.2.
Dr Adam Richardson
Quant Analytics Manager
Adam joined Coolabah Capital in 2020 in a full-time role as a Quant Analytics Manager. Adam previously worked in operational risk management in the aviation, transport, and logistics sectors, where he designed complex million parameter risk models and developed risk engineering algorithms. He was also responsible for validating the analytics generated. He was awarded a PhD in Aerospace Engineering from The University of Sydney in 2012 for his work in multidisciplinary optimisation in risk environments, where he developed bespoke AI to minimise the impact to business operations during extreme events. Adam has lectured at The University of Sydney in senior and masters level courses in management practice and professional standards. Adam also holds a Bachelor of Science degree double-majoring in Physics and Mathematics, and a Bachelor of Engineering degree majoring in Aeronautical Engineering.
Dr Ethan Xu
Ethan joined Coolabah Capital in 2021 as a Data Scientist. Ethan previously worked as a postdoctoral research fellow and as a data scientist on various industry research projects including automated customer credit assessment, real time electricity price forecasting, concrete early cracking time prediction, and algae growth modelling. Ethan was awarded the Doctor of Philosophy in Electrical and Information Engineering at the University of Sydney in 2021, where his dissertation was on “Resource allocation in the internet-of-things”. He has published several research papers in leading international journals and conferences including the IEEE Transactions on Signal Processing and ICASSP. Ethan completed his Bachelor of Engineering (Electrical Engineering) at the University of Sydney with 1st Class Honours and the University Medal. He was also the recipient of the Norman I. Price Scholarship, the Dean’s Excellency Award and the Ian James McPherson Prize.
Chief Operating Officer
Luke joined Smarter Money Investments in 2016 as an Investment Specialist and in 2019 was promoted to National Product & Strategy Specialist. He is responsible for product and strategy development and management across Coolabah’s wider business. Between 2008 and 2015, Luke worked for one of BBB Capital’s portfolio companies as head of product, strategy and marketing servicing a wide range of stakeholders. Luke holds a Bachelor of Commerce from UNSW with a double major in Finance and Marketing. He is an avid water polo player and a Director of Water Polo NSW.
Head of Global Middle Office Operations
Param joined Coolabah Capital in 2017 as a Senior Operations Analyst. Param oversees the day to day Middle Office function of the business. Prior to his current role, Param has worked at major global custodians such as State Street and BNP and Australian bank, Westpac, where he was involved in investment management services related to middle office and provision of client services to local and global investment manager entities. Param was involved in projects ranging from onboarding of IM clients on to the custodian platforms, conversion of manual trade processes to STP and automated trade processing platforms. Param graduated from Central Queensland University Rockhampton with a Bachelor in Business Accounting.
Junior Operations Analyst
Rohan joined Coolabah Capital Investments in 2021 as a Junior Operations Analyst, reporting to the Head of Global Middle Office Operations. He previously worked at NAB in International Trade Finance whilst completing full-time studies at UNSW in its Bachelor of Commerce/economics program with a double major in econometrics and finance. Concurrently, Rohan also gained experience as an Investment Analyst at Australian Student Asset Management (ASAM). He has travelled extensively visiting over 20 countries and has a passion for playing and watching football and the occasional cricket. Rohan graduated from Parramatta High School with an ATAR of 96.05.
Chief Financial Officer
Daniel is a Chartered Accountant and CFA who has previously held senior finance roles with leading family offices and their associated commercial and investment businesses, including the Salteri family (Olbia Funds Management), Ottomin Investment Group, RF Capital (Andrew Roberts’ family office), and most recently Meriton & the Triguboff family office.
Daniel studied a Bachelor of Business from UTS, majoring in Finance and Accounting, Grad Dip in Chartered Accounting, CFA program, and is currently studying for the Grad Dip in Applied Tax Law.
Brianna joined Coolabah Capital in 2017 as a Financial Analyst and Executive Support Specialist. Brianna works within financial control, reporting to the CFO. Brianna is currently undertaking a Bachelor of Commerce – Professional Accounting at Macquarie University. Prior to her current role, Brianna worked at a leading international design company, Unispace Global, where she held a dual role in the Executive Support and Finance Team.
Sarah joined Coolabah Capital in 2022 as General Counsel. Sarah previously worked as a lawyer in private practice law firms including Banton Group, Norton Rose Fulbright and Piper Alderman where she focused on class actions relating to financial products in addition to insolvency and dispute matters. Sarah holds a Bachelor of Laws and Legal Practice, and a Bachelor of Commerce (Finance) from Flinders University and is currently completing her Master of Laws at the University of Sydney. She was admitted to the Supreme Court of South Australia in 2018.
Head of Asset Origination
Gary joined Smarter Money Investments’ retail fund business in 2014 as a full-time Head of Strategic Alliances and Distribution, focusing on raising awareness of SMI’s retail products in the IFA and Family Office markets. In July 2019, he became Coolabah Capital’s Head of Asset Origination after Coolabah wholly acquired Smarter Money Investments. With over 30 years’ experience in the industry, Gary has had exposure to many aspects of the financial services sector including as a practicing Adviser, AFSL management executive with Total Financial Solutions Australia, investment platform distribution executive and, more recently, product distribution for the Smarter Money Investments’ and Coolabah Capital Investments’ suite of products and custom mandate solutions. Gary holds a Master of Commerce (Marketing) and is focused on maximising CCI’s reach and FUM support by managing both the internal and external distribution relationships across multiple strategic channels and jurisdictions.
Elias joined Coolabah Capital in 2018 in a full-time role as an Investment Specialist. Elias previously worked as a Relationship Manager at Citigroup focusing on Structured Investments, Fixed Income and Cash. After graduating from the University of Wollongong with a Bachelor of Commerce majoring in Accounting and Finance, Elias began his career in Audit at BDO before making the move into Funds Management.
Shretan joined Coolabah Capital in 2020 as a compliance executive based in London. He has over 20 years of experience encompassing trading, portfolio investment and dual risk-compliance subject matter expertise. Prior to joining Coolabah, he advised KPMG and its clients on trade surveillance compliance under the Market Abuse Regulation (MAR) and conducted algorithmic trading model validations for both first and second lines of defence. These trade surveillance and algorithmic validation programs were designed to ensure compliance with U.K., E.U., U.S. and APAC regulatory regimes. As part of the processes, he was seconded to HSBC, GS and UBS for extended periods over 4 years. He has also previously assisted a start-up (Sibyl Trading) in securing regulatory clearance for low-latency options trading, in his former capacity as a London based co-founder.
Until early 2012, Shretan was head of EMEA convertible bond trading and sales at Bank of America Merrill Lynch, where his responsibilities included managing equity-linked volatility trading risk, overseeing the product teams, and working with equity and debt capital market units during the structuring, pricing and placement of primary convertible bond issues. This included authorising pricing backstops and managing underwriting risk for the EMEA convertible derivative unit in the period from 2006 to 2012. The earlier part of his career concentrated on trading equity M&A risk and convertible bond arbitrage at UBS and CS.
Shretan graduated with a BSc degree in Economics and Econometrics from the University of Bath in the U.K. and then qualified as a chartered accountant with Ernst & Young (London) in the 1990s.