Serendipity Capital

Co-founder and CEO/CIO of Serendipity Capital, which he established in 2019 with Anton Jerga. Previously held senior roles including Group CFO at Commonwealth Bank of Australia, and worked at Credit Suisse, Barclays, JPMorgan, McKinsey, and GE Capital, overseeing roughly US$15 billion of principal investments.

Leads fundraising, client engagement and capital formation. Previously founding CEO of Invest Alberta and Principal Advisor to the Alberta Premier's Office, and held roles at Commonwealth Bank. Holds a Ph.D. from Yale.

Leads Serendipity Capital's North American business, focusing on origination and execution. Previously CEO of EFM Asset Management (Canada) and held strategy roles at Commonwealth Bank's International Financial Services division.

Leads the investment team overseeing origination, execution and portfolio management, with over 20 years across private equity, venture capital and private credit. Previously Head of Private Investments at Le Mercier's Capital and held roles at Citadel, Merrill Lynch and UBS.

Focuses on origination and execution of investment opportunities in North America and previously led the firm's UK business. A member of the London Quantum Cluster Advisory Board, formerly a Senior Manager at Bain & Company and at Commonwealth Bank of Australia.

Investment team member working across the firm's end-to-end investment process. Previously held strategy and corporate development roles at Commonwealth Bank and Prudential plc, and worked in investment banking at Nomura.

Leads the firm's global compliance function. Previously Asia Head of Financial Crimes at Morgan Stanley and Chief Compliance Officer/Head of Legal, Asia at Gemini, with earlier roles at Credit Suisse and as a US Air Force special agent.

Non-executive director and financial services leader, previously CEO of HSBC Bank plc and HSBC Europe, with senior risk and compliance roles at HSBC, UBS and Barclays, and 16 years' service in the British Army.

Builds proprietary AI tools supporting sourcing, diligence and portfolio work. Previously designed and built AI solutions at IBM and Procter & Gamble.

Non-executive board chair and banking executive who served as Group CFO of both HSBC Holdings and Royal Bank of Scotland, with earlier senior roles at Credit Suisse.

Brings over 15 years of finance experience across private equity, real estate investment, funds management and audit. Previously a real estate private equity fund finance manager and an external audit manager at PwC.

Non-executive director and national security and defence leader, previously the UK's Second Permanent Secretary at the Ministry of Defence and a Senior Advisor to Palantir.

Non-executive director and legal/regulatory leader specialising in cross-border M&A and private equity. Managing Director and Senior Legal Adviser at GLP Capital Partners, previously a partner at Simmons & Simmons, Skadden and Kirkland & Ellis.

Non-executive director and board leader, currently Chair of Babcock International Group and Senior Independent Director of BT Group. Previously a senior executive at Royal Dutch Shell and director at Rolls-Royce Holdings.

Focuses on sourcing and analysing investment opportunities and portfolio support, with prior experience working with startups across the US, UK and Asia. Holds a degree from Babson College.

Non-executive director and chair of the firm's Audit Committee. Previously Group CFO of Manulife and of AIA, and Chairman of Financial Services for KPMG Asia Pacific.

Leads client management and onboarding. Previously advised Global Family Offices and Ultra High Net Worth clients at UBS, with earlier roles at Nomura, Lehman Brothers and Goldman Sachs.

Investment team member covering research, due diligence and portfolio monitoring. Spent over six years in investment banking at Goldman Sachs and UBS across London and the Middle East. A CFA Charterholder.

Former Goldman Sachs partner and Head of Investment Banking for Asia Pacific who later served as President and CEO of CPPIB, where he built its venture and growth equity strategy. He co-founded Opto Investments and holds degrees from Oxford and Cambridge.