DFC Client Activity (from September 2015)
• US Investment Bank Wealth Unit – research process design and documentation.
• US fund manager – global small cap and fixed interest asset allocation White Papers help product placement in local market.
• Research house contract reports e.g. Australian equities, Australian equities long/short, Indian equities and Global equities.
• Not for profit Private Equity manager selection process review.
• Working with a boutique Australian equities manager ahead of an institutional asset consultant review.