Expert Details

Expert in Financial Services, Banking, and Energy

Expert ID: 733562 United Kingdom

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Expert currently performs a portfolio of roles in the international financial services and energy sector. Since January 2016 he has been Investment Committee member for the European Strategic Fund for Investment (ESFI), which is the 100-billion-euro Juncker Facility managed by the EIB Group investing in Infrastructure, R&D and SME’s across the 28 member states.

From September 2016 onward, Expert has been Special Advisor to the United Nations Development Programme for guarantee and fund structures for SME lending (specifically East Africa and South East Asia) to the Energy Access sector. Additionally, since May 2016, he has been Independent Investment Committee member for Mergence debt and equity infrastructure funds in South Africa. From March 2016 he has acted as Special Advisor to the United Nations Capital Development Fund for Energy and Financial Services Funding structures and lending platforms in Africa and South east Asia.

From May 2015 onward, Expert has been acting Board Member of the Middle East Association, a business promotion agency operating at senior government and private sector level in the MENA region. From August 2016 he has acted as an International Expert Advisor to the International Solar Alliance, launched by the Governments of India and France at COP21, which promotes country-scale investment programmes in Solar on a global scale. Between April 2013 and Feb 2016 he was Managing Director of the Investment Banking Transaction and Origination team at the The UK Green Investment Bank, where he was responsible for onshore wind and hydro, Energy Efficiency, Public Sector Infrastructure, EE Funds, and commercial and industrial client lending (debt, equity, mezzanine and fund of fund investment). During this time, Expert also acted as Investment Committee member for the International Fund, where he focused on renewable power generation investments in South Africa, Kenya and India.

Between January 2004 and 2011, Expert was CEO of Sterling Waterford Securities, a South Africa-based Asset Management and Advisory firm focusing on ETF Asset management and Infrastructure and Power Generation Investment (direct private equity investment, advisory and listed equities and structured products platforms) in Sub-Saharan Africa. He was Key Authorised Individual Director of the business and regulated person to oversee its hedge fund management (Category IIA) and discretionary investment management (Category II) licenses. His teams performed strategy and transaction advisory for clients (sell side) and direct investment (buy side) in Wind and Solar projects in REIPP. He was responsible for overall group strategy, oversight of subsidiary investment companies in South Africa, the UK, Malta and Mauritius, and made international news by inaugurating the first Listing of two subsidiary Carbon Funds on the JSE Securities Exchange (South Africa) in 2005. Further deals included over 30 structured transactions in emerging markets for acquisition and sale of project equity and carbon credit streams from renewables projects (South Africa, Indian Wind, Thailand Biogas, Guatemalan Geothermal, Brazil Fuel switching, Rwanda cookstoves, Turkey Wind, China Wind, Vietnam Hydro) and a number of business acquisitions.

Expert was previously a senior manager strategy for Deloitte Consulting after stint at a boutique M&A firm, General Guarantee and Trust in South Africa, performing listings and advisory.

Education

Year Degree Subject Institution
Year: 1995 Degree: M Phil Subject: Management Studies: Finance Economics Institution: University of Oxford
Year: 1991 Degree: BA Subject: French, Mathematics and Psychology Institution: University of Cape Town

Work History

Years Employer Title Department Responsibilities
Years: 2016 to Present Employer: Undisclosed Title: IC Department: ESFI Responsibilities: Independent Investment Committee Member for the 100 bn EUR Juncker Facility managed by the EIB Group investing in Infrastructure, R&D and SME’s
Years: 2016 to Present Employer: Undisclosed Title: Special Advisor Department: Responsibilities: Special advisor to the UNDP for guarantee and fund structures for SME lending (specifically East Africa and South East Asia) to the Energy Access sector.
Years: 2016 to Present Employer: Undisclosed Title: Committee Member Department: Responsibilities: Independent Investment Committee member for Mergence debt and equity infrastructure funds.
Years: 2016 to Present Employer: Undisclosed Title: Special Advisor Department: Responsibilities: Special advisor to the UNCDF Energy and Financial Services Funding structures and lending platforms in Africa and Southeast Asia.
Years: 2015 to Present Employer: Undisclosed Title: Board Member Department: Responsibilities: Special advisor in Energy and Infrastructure to this business promotion agency operating at the senior government and private sector levels in the MENA region.
Years: 2016 to Present Employer: Undisclosed Title: International Expert Advisor Department: Responsibilities: Expert lends advisory services to this alliance that serves to promote country-scale investment programmes in solar energy on a global scale.
Years: 2013 to 2016 Employer: UK Green Investment Bank Title: Managing Director Department: Investment Banking Transaction and Origination Team Responsibilities: This investment bank handles onshore wind and hydro, Energy Efficiency, Public Sector Infrastructure, EE Funds, and commercial and industrial client lending (debt, equity, mezzanine and fund of fund investment). During this time Expert also served as Investment Committee member for the International Fund, which focuses on renewable power generation investments in South Africa, Kenya and India.
Years: 2004 to 2013 Employer: Sterling Waterford Securities Title: CEO Department: Responsibilities: Expert was CEO of this South Africa-based Asset Management and Advisory firm. The firm focused on ETF Asset management and Infrastructure and Power Generation Investment (direct private equity investment, advisory and listed equities and structured products platforms) in Sub-Saharan Africa. Expert was the Key Authorised Individual Director of the business and regulated person to oversee its hedge fund management (Category IIA) and discretionary investment management (Category II) licenses.
Years: 2000 to 2003 Employer: Deloitte Consulting Title: Senior Strategy Manager Department: Financial Services Responsibilities: He directed strategy and operational restructuring assignments for clients in global insurance, banking and financial markets.
Years: 1997 to 2000 Employer: General Guarantee and Trust Company Ltd. Title: Finance Director Department: Responsibilities: The firm is a Corporate Advisory and Finance company and direct investor providing mergers and acquisition support to listed and unlisted companies. Among other accomplishments, Expert undertook corporate finance activities to client and investee companies. He also handled new business development, marketing and sales strategy. He also oversaw and negotiated a number of on-balance-sheet acquisitions.
Years: 1995 to 1997 Employer: Deloitte Consulting Strategy Title: Senior Consultant Department: Responsibilities: Among other accomplishments, Expert's key activities included strategy consulting projects in financial services -- including project lead on Old Mutual Insurance corporate strategy, as well as a number of Medical Insurance company cost reduction and strategy projects. He also handled restructuring in the healthcare industry. Additionally, in the public sector, Expert managed a number of strategy consulting projects for the regional and national government, including Treasury funding allocation strategy for the Financial and Fiscal Commission; Restructuring of the Department Labour; and the Department of Arts, Culture, Science, and Technology. He specialized in funding allocation strategy during this time.

Language Skills

Language Proficiency
English Mother
French Fluent
Afrikaans Fluent

Fields of Expertise

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