B.Bus, Dip SIA, Dip BA, ISFA
Executive Chairman, Chief Investment Officer
Simon is a co-founder and Director of First Guardian Capital, and is the Chief Investment Officer. Simon has over 30 years investment experience. He has specialised skills in equities research, ethical and socially responsible investment, and macroeconomic analysis.
Simon has developed the First Guardian Capital’s Multi-Strategy Investment Matrix model which we apply across all our investment strategies. Simon’s extensive experience as a portfolio manager was gained initially at Trust Company and Colonial Mutual. While at Colonial, Simon managed global equities portfolios for institutional clients. Simon was also an Investment Manager at one of Asia’s largest hedge funds, based in Tokyo, managing portfolios of over $7 billion across the Asia Pacific region.
B.Com (Melb), Dip SIA, M.App.Fin
CEO, Managing Director
David is a co-founder of First Guardian Capital. He brings over 15 years of Investment Management and commercial experience to the firm. He is jointly responsible for the management of First Guardian’s investment portfolios, and is responsible for implementing the Firm’s business strategy across Australia and Asia. As a fluent speaker of Mandarin Chinese and Indonesian, David has established strong business links across the Asian region, covering corporate advisory, capital raising and managing equity and direct asset portfolios for global investors.
Prior to establishing First Guardian Group, David gained extensive experience within top tier global investment managers. David managed equities at UBS Global Asset Management, where he worked for 7 years, holding roles focused on research and investment management. David also spent 5 years at Goldman Sachs JBWere Asset Management, working primarily as a Senior Investment Analyst.
B.Sc (Melb), PGDipFin (Melb), GradDip AppFin (SIA), Fellow FINSIA, MAICD
Managing Director / Corporate Finance
Craig has over 17 years of Investment Banking and Corporate Finance experience across Corporate Advisory, Project and Structured Finance, Principal Finance, Mergers and Acquisitions, Valuations and has worked on a geographically diverse range of transactions. He has had extensive experience in corporate finance origination and execution. Over the years, Craig’s experience has included working for ANZ Investment Bank, Société Générale Corporate and Investment Bank and KPMG Corporate Finance. He was appointed as Chairman of Imunexus in July 2016 and is a Non-Executive Director of LittleStay.
Craig’s successful mandates include arranging and underwriting of large infrastructure, power and utility, energy and natural resource and property projects. His experience extends across multiple industries and all Project Finance sectors globally, gained in both equity and debt (credit and origination) functions. Craig has had involvement in the B20 global Taskforces for Infrastructure and SMEs, and was invited to present as an expert panellist on the financing of major infrastructure projects at the B20 Summit in November 2015 (Turkey).
He has a Bachelor of Science and a Postgraduate Diploma in Finance from the University of Melbourne and a Graduate Diploma in Applied Finance and Investments from the Financial Services Institute of Australia. He is a Fellow of FINSIA, Authorised Representative of the AFSL and a Member of the Australian Institute of Company Directors.
B.Com (Eco & Fin), M.Bus (Corp Fin) FINSIA
Executive Director / Corporate Finance
Gavin has over 14 years of experience in finance and risk management. He specialised in advising and structuring Financial Markets and Treasury Management products for institutions and proprietary companies. Gavin’s Risk Management experience addressed risk at an enterprise, business-specific and prudential risk level. He advised listed and private companies in strategy formulation and development, assisting those businesses to achieve commercial outcomes and in seeking funding in various forms to support those requirements.
Gavin has worked in Institutional banking in structured products and group funding developing complex structured products applying various types of financial instruments linked to the issue of European Medium Term Notes.
Head of Asian Private Equity
Conrad has 15 years investment banking experience advising both local and international companies across a wide variety of sectors. During his career Conrad has worked on a broad range of mergers and acquisitions, capital raisings, restructurings and strategic reviews.
At the age of 28, Conrad worked in partnership with his Principal and Managing Director to structure and execute the management buy out (MBO) of Ferrier Hodgson’s Indonesian office, subsequently launching a subsidiary Family Office Fund which he successfully managed through to exit in 2018 returning a total IRR of 22% to investors. Conrad has since joined First Guardian Capital as Head of Asian Private Equity.
Conrad graduated from his undergraduate program with a Bachelor of Applied Finance in 2004 and subsequently attained his Master of Applied Economics in 2006.
Head of Business Development
David joined First Guardian after 17 years’ experience in predominately property development, finance and commercial sales and advisory services with groups such as JLL, Ashe Morgan and Mulpha. David and his private HNW investor base also have a successful track record of investments in a wide array of asset classes. His skills span due diligence and valuation, as well as transaction structuring and debt funding.
David holds a bachelor of Business from the University of Technology Sydney. David is also an accomplished rower, having represented Australia is World Championships and Commonwealth Games where he won a gold medal in the Men’s Eight at the 2002 Games in Manchester.
B.Eng (Indust. Design), M.Mgt (Accounting)
Mandy's focus is on investment research and analysis, covering project feasibility and financial modelling. Before she joined First Guardian Capital, Mandy worked with PwC in Assurance Service, providing professional service to a range of clients from construction and property development industries.
Mandy has advanced skills in industrial design, which she applies when reviewing project plans for potential investment. She speaks fluent mandarin and has a Master of Management Accounting degree from the University of Melbourne. Mandy is an Affiliate Member of ACCA, a leading global body for professional accountants. Her additional skills include project management and financial reporting.