JARDEN AUSTRALIA - Key Persons
Job Titles:
- Managing Director, Head of Investment Banking Melbourne
Adam Lennen leads the Investment Banking team in Melbourne for Jarden Australia. In a career spanning more than 25 years, Adam has extensive and diverse experience covering equity capital markets and merger and acquisition transactions. Before joining Jarden, Adam was Head of the Equity Capital Markets team for Credit Suisse Australia and New Zealand. Adam started his investment banking career with 4 years at Merrill Lynch followed by 22 years at Credit Suisse. Adam holds a Bachelor of Commerce with Honours from The University of Melbourne.
Job Titles:
- Co - CEO, Jarden Investment Banking.
- Member of Our Australian Business
Aidan Allen joined Jarden as a foundation member of our Australian business and as Managing Director and Head of Investment Banking Australia.
Aidan joins us following roles as Head of Investment Banking ANZ at Citigroup and Co-head of Investment Banking for UBS ANZ and as a Country Committee and Regional Executive Committee member. Aidan is recognised as one of the leading bankers in the Australian market with 20 years of transaction experience and a trusted advisor to ASX50 companies and private equity firms.
Job Titles:
- Director, Investment Banking.
Alex Farmer joined Jarden's Investment Banking team in 2021.
Prior to joining Jarden, Alex worked at J.P. Morgan, where he spent 6 years advising clients on M&A and capital advisory assignments across a diverse range of sectors including healthcare, industrials and transport & logistics. Alex has also worked in KPMG's Corporate Finance M&A team.
Alex holds a Bachelor of Commerce and Bachelor of Economics degrees from the University of Tasmania.
Job Titles:
- Head of Australian Research
Ben leads Jarden's Australian research team and consumer sector coverage, developing independent and thought provoking insights to inform investor strategy.
Ben joined Jarden from UBS, where he was head of the consumer research team, and deputy head of research for Australia and New Zealand, leading the development and promotion of UBS' alternative data offering across Australasia.
With more than 15 years' experience in financial markets, Ben has a passion for using data, industry partnerships and his own research to develop game changing insights on companies and industries. Since 2015 he has consistently ranked as Australia's number one consumer analyst in multiple surveys across the retail and food & beverage sectors.
Born and raised in Adelaide, Ben moved to Sydney to study, gaining a BCom from the University of Sydney.
Job Titles:
- Director, Equity Research
Based in Jarden's Perth office, Ben Lyons brings more than 20 years' experience covering the Australian mining sector, from both the buy and sell sides.
Ben joined Jarden from Yarra Capital Management, where he spent the past five years based in Melbourne as a foundation member of the organisation. As a Senior Investment Manager at Yarra, Ben held responsibility for covering the resources and energy sectors across all market capitalisations, feeding into a number of successful portfolio strategies.
Prior to Yarra, Ben held the position of Portfolio Manager at ATI Asset Management, following eight years on the sell side with Macquarie and Citigroup. Ben gained a Bachelor of Accounting from Monash University, majoring in Accounting and Finance.
Job Titles:
- Head of Our Technology Investment Banking
- Managing Director, Investment Banking
Bryce Thompson joined Jarden as Head of our Technology Investment Banking team after a 16 year career in Australian investment banking.
Bryce joins us from Morgan Stanley where he was previously Head of Equity Capital Markets, Australia. Over the past 5 years, his focus has increasingly been on Australia's growing landscape of technology businesses and has advised some of the country's largest and most successful technology businesses including WiseTech, Xero, Zip, PEXA, Nuix among others - on both their private and public capital needs. Prior to this he spent 5 years at UBS in its General Industrials coverage team.
Bryce holds a Bachelor of Electrical and Computer Systems Engineering (Hons) / Bachelor of Commerce from Monash University in Melbourne.
Job Titles:
- Chief Economist
- Director, Equity Research.
Carlos Cacho is Chief Economist for Jarden in Australia. Prior to joining Jarden, Carlos spent three years as Australian Economist at UBS Australia, and previously five years at Colonial First State Global Asset Management.
Carlos holds a Bachelor of Economics, as well as a First Class Honours in Economics from the University of New South Wales.
Job Titles:
- Managing Director, Institutional Equities
Chris joined Jarden from Credit Suisse, where he was a director on the equity sales team for five years, building deep relationships with a number of key institutional clients and a reputation as a thought leader in the market.
Prior to his role at Credit Suisse, Chris was responsible for hedge funds coverage with JP Morgan in London.
Chris has a BBus from the Swinburne University of Technology.
Job Titles:
- Vice President, Investment Banking.
Christina brings a wide range of transaction experience across M&A and capital markets with particular focus in the financial services sector.
Prior to joining Jarden, Christina worked in the Investment Banking division of Morgan Stanley in their financial services and general industrials teams and prior to that at corporate advisory firm Gresham as a generalist.
Christina holds a Bachelor of Commerce from Swinburne University of Technology.
Job Titles:
- Director
- Director, Investment Banking.
Daniel Rosenberg joined Jarden as a Director in the Financial Institutions team in the Investment Banking division.
Daniel joins us from J.P. Morgan's Financial Institutions Group in Sydney, where he spent over 7 years advising clients on M&A and capital advisory assignments across a diverse ranges of clients. Prior to working at J.P. Morgan, Daniel worked in KPMG's Corporate Finance M&A team.
Daniel holds a Bachelor of Commerce and a Bachelor of Arts from the University of Melbourne.
Job Titles:
- Vice President, Investment Banking.
David has 9 years investment banking experience advising both public and private companies on a broad range of corporate advisory assignments, including both buy and sell side roles.
He has a particular focus on M&A advisory for companies in the General Industrials, Healthcare and Infrastructure sectors.
Prior to joining Jarden, David was a Vice President at Flagstaff Partners.
David holds a Bachelor of Commerce (with Honours) from the University of Melbourne.
Job Titles:
- Vice President, Investment Banking.
Devon brings a wide range of transaction experience across M&A and capital markets.
Prior to joining Jarden, Devon worked in the Investment Banking division of Credit Suisse in Australia.
Devon holds a Bachelor of Commerce (Honours) from The University of Western Australia and is a qualified Chartered Accountant.
Job Titles:
- Managing Director, Institutional Equities
Ed is part of the Equity Sales team at Jarden, covering both domestic and offshore investors.
Prior to joining Jarden, Ed was an Executive Director at Morgan Stanley where he spent 13 years across a variety of roles in both Sydney and Hong Kong.
Ed has an expertise in idea generation and holds strong relationships with institutions across Australia and broader Asia.
Ed has a BBUS (Major Finance) from the University of Technology Sydney.
Job Titles:
- Director, Equity Research
Elise Kennedy leads the Australian Research team covering Technology and Internet. She has worked in financial markets for over 10 years, with most recent 7 years at Morgan Stanley covering the sectors of Telecommunication, Media, Technology and Gaming. She has ranked #1 in sectors on Peter Lee and Asia Institutional Investor (II) surveys.
She holds a Bachelor of Business from the University of Technology Sydney and a Masters of Business Administration (MBA) from the University of New South Wales, finishing both with Excellence.
Job Titles:
- Vice President, Equity Research
Elizabeth provides industry-leading and thought provoking equity research and insights.
Prior to joining Jarden, Elizabeth was an equity research analyst for Bank of America for five years, working in both the London and Sydney offices and developing expertise in diversified financial services, healthcare and pharmaceuticals. She previously worked in corporate finance and audit at Deloitte.
She is a Chartered Accountant and holds a BCom majoring in econometrics and finance from the University Sydney.
Job Titles:
- Managing Director, Investment Banking / Head of Structured Products and Leverage Finance
- Managing Director, Investment Banking.
Enrico has more than 11 years' experience in the capital markets. He has expertise in international and domestic corporate bonds, acquisition financing, corporate hybrids, regulatory capital structuring for banks and insurance companies, and risk hedging programmes. Enrico has also advised clients on complex debt refinancing and capital management projects.
Enrico joined Jarden from UBS, where he held senior roles in both Sydney and London. He enjoys building long-lasting relationships with his clients, as well as the challenge of structuring and bringing to market innovative transactions.
Born in Sweden to Italian parents, Enrico grew up in Italy and Spain. He enjoys spending time with his wife and three children and is passionate about watersports, including surfing, windsurfing and wing foiling.
He holds an MSc in finance and economics from the London School of Economics, and a BSc in business administration from LUISS in Rome.
Job Titles:
- Managing Director, Institutional Equities
Frank has over 20 years financial markets experience, with the past 18 years at Macquarie Equities on the institutional equities desk where he was instrumental in building out the domestic institutional coverage as a sales trader.
With a strong relationship building skill set and an ability to handle liquidity, he has developed deep relationships with many of Australia's small and large cap investors, over a long period of time.
Born and raised in Sydney, he holds a Bachelor of Economics (social sciences) from Sydney University. His interests include rugby and travel.
Job Titles:
- Vice President, Institutional Equities
Freddie joined the Jarden equity sales team in November 2021.
Freddie joined Jarden from Macquarie where he spent 5 years in a consulting and strategy position working with various business groups on strategic initiatives particularly focusing on data and analytics.
Born and raised in Melbourne, Freddie holds a Bachelor of Commerce from The University of Melbourne and is currently a CFA Level III candidate having passed the Level III exam in June.
Job Titles:
- Managing Director, Investment Banking
Ian Arnold joined Jarden in August 2022 to help establish Jarden's Melbourne Investment banking presence. Ian joins Jarden after over 30 years with Credit Suisse in markets, across equity trading, sales, equity capital markets and investment banking.
He was most recently a Managing Director at Credit Suisse Australia heading ECM syndicate. During Ian's 12+ years in Equity Capital markets he developed vast experience in follow on capitals raisings, IPO's, secondary sell downs and private capital raising.
Ian previously headed Credit Suisse's equity sales desk in Melbourne and Sydney and spent time in New York with Credit Suisse. Ian commenced his career on the ASX trading floor and brings significant experience and long standing, trusted client relationships to the Jarden Melbourne team.
Job Titles:
- Director, Investment Banking / Head of Energy and Infrastructure
- Director, Investment Banking.
Prior to joining Jarden, Jackson spent over 13 years at Transurban as part of their senior leadership team. Prior to Transurban, Jackson worked at Booz & Company across infrastructure M&A and business transformation programs.
In addition to his considerable industry knowledge Jackson brings strong relationships across the infrastructure investor landscape.
Jackson holds a Bachelor of Civil Engineering (Honours) from Monash University.
Job Titles:
- Director, Equity Research
Jakob Cakarnis has 10 years experience in the Finance Industry working initially as a Graduate within Macquarie Bank and as an Equity Research Analyst with Citi. Most recently, he was the Lead Analyst for Transport & Industrials at Citi and prior to that he was an Associate in Citi's Consumer Team.
He has a keen interest in learning new business models, industries and sustainable investment themes.
Jakob has a Bachelor of Commerce, majoring in Marketing (Hons.) and is a CFA Charterholder. Outside of work, Jakob enjoys the great outdoors and spending time with his family.
Job Titles:
- Vice President, Investment Banking.
James Beckett is a corporate advisory professional with experience in mergers and acquisitions and capital markets transactions. He has experience in both buy and sell side roles for both public and private mergers and acquisitions in the General Industrials, Real Estate, and Infrastructure spaces, as well as debt and equity raisings.
Prior to joining Jarden, James was an Associate Director at UBS in the Investment Banking Division.
James holds a Bachelor of Laws and a Bachelor of Commerce from the University of New South Wales.
Job Titles:
- Director, Head of Client Facilitation
James joined Jarden in 2021 as Head of Client Facilitation. James has over 12 years experience in Financial markets, specialising in Equities Facilitation and Principal Trading.
Most recently, James ran the Australian Facilitation desk at Morgan Stanley for 3 years. Prior to this, James spent nearly 10 years at UBS in the Institutional Equities team.
James holds a Bachelor Commerce (Finance)/Laws from Bond University and an MBA (Executive) from the University of New South Wales.
Job Titles:
- Vice President, Equity Research
Jeff has over 10 years experience in equity and credit research, mainly focusing on Banks and Diversified Financials.
Prior to joining Jarden, Jeff was most recently part of the top-rated Diversified Financials team at Citigroup, having previously worked at Deutsche Bank, Commonwealth Bank of Australia and Macquarie.
Jeff is a CFA Charterholder and a CPA. He graduated from the University of Sydney with a Bachelor of Commerce and a Master of Commerce from UNSW.
Job Titles:
- Director, Equity Research
Joe is a Supervisory Analyst at Jarden Australia. He has more than 20 years' experience across equity research, including in Supervisory Analyst, Business Manager and stock coverage roles.
Before joining Jarden in 2020, Joe was a Vice President in Goldman Sachs' Content Management Group, responsible for reviewing Americas and Asia research. Prior to this, Joe was Research Product Manager for institutional equities research at Commonwealth Bank and COO for equity research at Credit Suisse in Australia.
He holds a Bachelor of Commerce (Honours) from the University of Melbourne, majoring in Economics and Accounting.
Job Titles:
- Leader
- Head of Institutional Equities.
John Spencer joined Jarden as a foundation leader in Australia after 22 years in markets across equity research, sales, equity capital markets and investment banking. He was most recently a Managing Director at UBS Australia heading ECM syndicate for ANZ where he syndicated more than 150 transactions representing $55bn over the last 5 years.
John previously headed UBS's equity sales desk in Sydney, was a top-rated salesperson and was part of the team that established UBS's market-leading institutional block trading desk in 2016. John started his career in equity research at CSFB where he worked in a valuation group before roles at ABN Amro and Merrill Lynch as a sector analyst across Real Estate and Developers & Contractors.
John holds a Bachelor of Commerce from the Australian National University (Accounting & Finance) and a Master of Commerce (Finance) from the University of Sydney.
Job Titles:
- Director, Equity Research
Covering the metals & mining sectors at Jarden, Jon works across circa $500 million to +$20 billion market cap companies across the industry. He holds a bachelor's degree from the University of Western Australia majoring in Geology and a post-graduate honours degree in Petroleum Geology.
Before completing his Graduate Diploma in Applied Finance and becoming an analyst, Jon worked with BHP at its Worsley JV, Boddington Gold & Boddington Bauxite operations as a junior geologist. He then undertook his post-graduate honours with Woodside Energy, completing his dissertation on the sequence stratigraphy & biostratigraphy of the northern Bonaparte Basin ahead of drilling the Jura-1 exploration well, which occurred at the end of his thesis.
Going on to work full-time with Woodside, completing its three year graduate program as a geoscientist and then working within the New Ventures Division, Jon subsequently joined the business' Oil Marketing and Shipping Group. He initially focused on the operations, vessel chartering and formulation of Joint Operating Agreements for Woodside's oil and liquid hydrocarbon production interests, before moving into liquids marketing.
After completing his applied finance accreditation, Jon joined Euroz Securities Ltd (now EurozHartleys Ltd) in late 2007, where he was initially a mining analyst before moving on to covering a range of small to mid cap energy companies, miners and explorers. Before joining Jarden, he was appointed Executive Director of Euroz Securities in 2011 and Head of Department (Research) in 2016.
Job Titles:
- Dealer, Institutional Commodities
Joseph brings a strong knowledge of Australian financial markets and solid relationship management skills to his role. He enjoys working in the dynamic Australian energy and carbon markets, expanding his knowledge of futures and options and being part of a great team. Find out more
Job Titles:
- Head of Financial Services in Corporate Advisory
- Managing Director, Investment Banking
Julien Dyon is Head of Financial Services in Corporate Advisory. Over the past 15 years, Julien has accumulated a broad range of M&A and financing experience having worked and advised on more than 50 transactions representing over $100bn in total transaction volumes.
He has worked across all segments of financial services including Banking, FinTech, Insurance and Wealth and Asset Management, including in the context of the restructuring, recapitalization and reshaping of the global financial services industry post the GFC.
Prior to joining Jarden, Julien was a Managing Director in the Financial Institutions Group of Goldman Sachs in London and was responsible for the Banks and Speciality Finance sectors in Europe.
Julien holds a Bachelor of Law from the University of ParisX-Nanterre and a Master of Science in Management form EM Lyon Business School in France.
Job Titles:
- Head of Financials Research
- Head of Financials, Equity Research
Kieren is Head of Financials Research at Jarden in Australia. He has more than 15 years' equity research experience covering the Australian Insurance and Diversified Financial sectors and has been consistently recognised as a top-rated analyst by leading institutional surveys.
Before joining Jarden in 2020, Kieren was an Executive Director in UBS' equity research team with responsibility for Australian non-bank financials and previously held similar roles at Deutsche Bank and Merrill Lynch. Prior to his career in equity research, Kieren held actuarial roles in the UK with a Lloyds of London insurer and in Sydney with a global actuarial consultancy.
He holds a Bachelor of Actuarial Studies from the Australian National University is a Fellow of the Institute of Actuaries of Australia.
Job Titles:
- Vice President, Investment Banking.
Prior to joining Jarden, Lauren was an associate in the investment banking division of Goldman Sachs. Lauren gained diverse experience as part of the sponsor M&A team in New York and the equity capital markets team in Sydney.
Lauren holds a BCom (Economics & Finance) from Bond University.
Job Titles:
- Head of Property and REITs, Equity Research.
Lou has enjoyed a 20-year career in Research and Finance across 3 continents including 18 years at Morgan Stanley, where he was most recently Global Head of Data for the global Research department, based in New York. Prior to this, he was Head of Research for Australia as well as leading coverage for the REITs sector in Sydney.
Lou started his research career covering European Leisure & Hotels at Credit Suisse and Morgan Stanley, based in London, after a few years at HVS International, a hotel real estate consultancy.
A dual Dutch/Australian citizen, Lou holds an MBA from IMHI (Groupe Essec, Paris) and a Bachelor's degree from the Hotelschool in The Hague, the Netherlands.
Job Titles:
- Director, Investment Banking.
Matthew joined Jarden's investment banking team in 2021 and has over 10 years experience across debt advisory, capital markets, leveraged finance and corporate lending.
Job Titles:
- Dealer, Institutional Commodities
Michael specialises in the Australian energy markets, offering market analysis and strategic advice to help clients hedge their energy portfolios. He brings a wealth of experience to his role, from the spot market and the ASX to the environmental markets. Find out more
Job Titles:
- Head of Institutional Commodities.
Michael formulates and implements Jarden's Australian commodities strategy. He oversees the clearing and execution of listed products and OTC solutions in the Australian commodity markets, with a particular focus on energy, environmental and agricultural markets.
Job Titles:
- Head of ESG Research
- Head of ESG Research, Equity Research.
Michaela Jamison is Head of ESG research at Jarden where she is responsible for producing ESG research and insights for institutional clients.
Job Titles:
- Director, Investment Banking.
Millie has had a wide range of transaction experience across capital markets and M&A.
Job Titles:
- Managing Director, Investment Banking.
Mitchell Schauer heads Jarden's real estate investment banking team in Australia. He has spent over 13 years covering the Australian real estate sector, including 11 years at UBS.
Job Titles:
- Director, Investment Banking.
Nathan has more than 15 years' experience within Australia's capital markets. He has been involved in a diverse range of equity and debt capital market offerings for both large and small cap issuers.
Job Titles:
- Director, Institutional Equities.
Nick joined Jarden from JP Morgan where he spent more than 11 years working across a number of business lines.
Job Titles:
- Director, Investment Banking.
Nihat has advised middle-market and publicly listed clients throughout Australia, Singapore, Malaysia, and Japan for over a decade, working on a broad range of strategic reviews, capital raisings and mergers and acquisitions.
Job Titles:
- Director, Equity Research.
Nik brings a wealth of knowledge and experience to his role as Head of Energy, including 10 years as a sell side research analyst and 18 years in the Australian upstream oil and gas sector.
Job Titles:
- Head of Data Strategy, Equity Research
Nizar joins Jarden with a long career in Research and Data, including 15 years of equities research experience in the Australian market.
Job Titles:
- Managing Director, Investment Banking
Reeny has joined Jarden from UBS, where she was previously a Managing Director based in New York. She started her investment banking career in Australia in 2005 with UBS and Goldman Sachs.
Job Titles:
- Director, Head Corporate Access Australia.
Renae manages the corporate access platform in Australia, with more than a decade of financial experience at investment banks including UBS, Macquarie (Hong Kong and London), RBS and Citi.
Job Titles:
- Managing Director
- Managing Director, Equity Research.
As Managing Director, Rohan leads Jarden's Australian industrial coverage, including Building Materials, Gaming, Steel and Infrastructure sectors. Rohan is in a unique position to leverage both his corporate and sell-side experience in providing high-quality independent and thought-provoking insights.
Job Titles:
- Director, Institutional Equities.
Samantha brings over 25 years sales trading experience covering domestic and international investors.
Job Titles:
- Leader
- Co - CEO, Jarden Investment Banking.
Sarah Rennie is a foundation leader of Jarden in Australia and one of Australia's most senior capital markets bankers, having led some of the country's most significant transactions during a career spanning more than 20 years.
Job Titles:
- Head of Legal & Compliance and General Counsel.
SooJin Yoon manages Jarden's Australian Legal and Compliance functions and is its General Counsel in Australia. SooJin is a skilled investment banking lawyer with particular expertise in capital raisings and corporate advisory, regulatory management, risk management and compliance.
Job Titles:
- Managing Director
- Managing Director, Investment Banking.
Stephen Pickles is a Managing Director in the Melbourne Investment Banking Team. With over 20 Years of public and private M&A, ECM and DCM experience, Stephen has worked across a wide range of sectors including Steel, Paper and Packaging, Chemicals, Building Products, Transport & Infrastructure, Consumer, Retail, Healthcare and Financial Services.
Job Titles:
- Managing Director, Equity Research.
Steve leads Jarden's healthcare team in Australia. Steve commenced his career in financial services at Arthur Anderson, and after completing his Professional Year with the Institute of Chartered Accountants he relocated to London where he worked in fixed income and equities at Salomon Brothers.
Job Titles:
- Managing Director, Institutional Equities.
Stuart Archibald joined Jarden in 2020 with over 20 years experience in investment banking and financial markets.
Job Titles:
- Executive
- Non - Executive Director
- Advisory Board
Suzanne is a non-executive director, executive coach and mentor. She serves on the Jarden Australia Advisory Board, the Board of Surf Life Saving Australia and is chair of Surf Sports Australia and a member of the Finance, Audit and Compliance Committee and Information, Communications and Technology governance group.
Job Titles:
- Director, Institutional Equities .
Tara joined Jarden from UBS where she spent 9 years across their Sydney and Hong Kong offices, primarily in equities electronic trading.
Job Titles:
- Director, Institutional Equities.
Tim joins Jarden from Macquarie Group's institutional trading desk and brings over 15 years of equities trading experience across execution, facilitation and inventory management.
Tim has over 25 years of leadership experience in financial services across stockbroking, wealth and asset management with a focus on building new businesses.
Job Titles:
- Vice President, Investment Banking.
Vicky has more than seven years' experience in the financial services industry, working across debt and M&A.
Job Titles:
- Director, Investment Banking.
Yan Hui advises on a broad range of corporate advisory transactions, including both buy and sell side roles for both public and private mergers and acquisitions, as well as debt and equity raisings.