Head of Investor Relations
Caltex Australia is an oil & energy company which specializes in Fuel, Lubricants, Business Services, Retail, and Convenience.
Head of Investor Relations at Caltex Australia (July 2012+), included positioning Caltex for its 2012 supply side restructure & hybrid equity raising, Tabula Rasa value program (2014-2015), Chevron (A$4.7bn) equity sell-down (2015) and review of operating structure (2017)Board member of the Australasian Investor Relations Association (AIRA). Consistently ranked Credit Suisse’s leading rated research analyst, based on internal & external data points / surveys. Top 3 externally rated analyst across three sectors including #1 Basic Industrial Analyst (2011).Involved in the positioning of floats / IPO's of Boart Longyear, Emeco, Dyno Nobel, Multiplex; Equity raisings for Adelaide Brighton, Gunns, Incitec Pivot; On-market buy-backs for CSR, James Hardie & Orica; Dyno Nobel defence mandate; De-merger Rinker Materials - CSR Limited; Adelaide Brighton - Boral block trades. Responsibilities included Head of Credit Suisse Basic Industries Research (CY2004-2011); Non-Bank Industrial Research (2010-2011), Deputy Head of Research (2004-2009); Australian Research and Global Research mgt. teams; and Inaugural Member of Australian Equities Research Sales Executive.Chairman of Credit Suisse Australia's Philanthropy Committee (2009 - 2012, cross divisional role) raising much needed awareness, staff participation and funds (>$1.5m) - involved establishing a Workplace giving program, number of new volunteering initiatives, regional philanthropy co-ordination & building houses (Habitat for Humanity, Indonesia 2010).Other key achievements include (1) : First internally promoted MD within Credit Suisse’s Australian Equities Research franchise; and (2) Superior track record of staff development, accompanied by best practice (low) turnover rates. Specialties: Industrial Equities, Initial Public Offerings, Buy-Backs, Domestic /International sell-side research recognition across Paper & Packaging, Building Materials, Chemicals / Mining Services, Miscellaneous Industries.
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