Serendipity Capital

Co-founder and CEO/CIO of Serendipity Capital, which he started in 2019 with Anton Jerga. He previously held senior roles at Commonwealth Bank of Australia (Group CFO, Group Executive of IFS, Head of Group Strategy), Credit Suisse, Barclays, JPMorgan, McKinsey and GE Capital, and has overseen roughly US$15bn of principal investments.

Leads fundraising, client engagement and capital formation. He was founding CEO of Invest Alberta and Principal Advisor to the Alberta Premier's Office, and holds a Ph.D. from Yale.

Leads Serendipity's North American business, focused on originating and executing investments. Previously CEO of EFM Asset Management (Canada) and held roles at Commonwealth Bank's IFS division and Deutsche Bank.

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

Focuses on originating and executing investments in North America and previously led the firm's UK business. He is a member of the London Quantum Cluster Advisory Board and was formerly a Senior Manager at Bain & Company and at Commonwealth Bank of Australia.

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.

Member of the investment team working across the end-to-end investment process. He previously held strategy and corporate development roles at Commonwealth Bank and Prudential plc, and worked in investment banking at Nomura.

Leads Serendipity's global compliance function. He was previously MD and Asia Head of Financial Crimes at Morgan Stanley, CCO and Head of Legal Asia at Gemini, and held roles at Credit Suisse and Akin Gump.

Non-executive board member. Former CEO of HSBC Bank plc and HSBC Europe, with senior risk and compliance roles at HSBC, UBS and Barclays and 16 years in the British Army.

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

Non-executive Chair of the board. He was Group CFO of both HSBC Holdings and Royal Bank of Scotland and held senior leadership roles at Credit Suisse.

Brings 15+ years of finance experience in private equity, real estate investment and audit. Previously a real estate PE fund finance manager and external audit manager at PwC; a Chartered Accountant of England and Wales.

Non-executive board member and national security/defence leader. Former UK Second Permanent Secretary at the Ministry of Defence and Senior Advisor to Palantir.

Non-executive board member and legal/regulatory leader. Managing Director and Senior Legal Adviser at GLP Capital Partners, previously a partner at Simmons & Simmons, Skadden and Kirkland & Ellis.

Non-executive board member. Chair of Babcock International Group and Senior Independent Director of BT Group, with a long executive career at Royal Dutch Shell.

Focuses on sourcing and analysing investment opportunities and portfolio support. He previously worked with startups across the US, UK and Asia and holds a degree from Babson College.

Chair of Serendipity Capital's Audit Committee. Former Group CFO of Manulife and AIA and Chairman of Financial Services for KPMG Asia Pacific.

Leads client management and onboarding. He previously advised family offices and UHNW clients at UBS and held roles at Nomura, Lehman Brothers and Goldman Sachs.

Member of the investment team covering research, due diligence and portfolio monitoring. A CFA charterholder, she previously spent over six years in investment banking with Goldman Sachs and UBS across London and the Middle East.

Former Partner and Vice Chair/Head of Asia Pacific Investment Banking at Goldman Sachs who later served as President and CEO of CPPIB, where he grew its technology investing. He co-founded and was founding CEO of Opto Investments before founding Intrepid Growth Partners, and holds degrees from Oxford and Cambridge.