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.