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Hamish Blair
Director, Leadenhall Corporate Finance
Academic Qualifications
- Bachelor of Commerce (Hons), University of New South Wales
- Masters of Commerce, Macquarie University Institute of Chartered Accounts in Australia.
Professional Memberships
- Fellow of the Financial Services Institute of Australasia (FINSIA) Applied Valuation Task Force (FINSIA).
Career Overview
Hamish has over 13 years' experience in the preparation of Independent Expert Reports, and the provision of valuation and corporate advice. He has worked with ANZ, BHP Billiton, Bluescope, Crown, Futuris, NAB, RACV, Sigma Pharmaceuticals, SP AusNet, TABCORP and Toll. His industry experience includes broadcasting and media, financial services, wagering and gaming, industrial and consumer markets, biotechnology, telecommunications, energy and resources, infrastructure, forestry and logistics.
Hamish also regularly lectures in the areas of valuations, corporate and structured finance and mergers and acquisitions, and is a committee member of the Institute of Chartered Accountant's Business Valuations Special Interest Group (BVSIG).
Current Responsibilities
Hamish is a Director of Leadenhall Corporate Finance.
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Lance Gordon
Managing Director, Pentagon Data
Academic Qualifications
- Bachelor of Commerce, Monash University
- First Class Honours Degree in Finance, Monash University
- Graduate Diploma in Accounting, Institute of Chartered Accountants in Australia
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia
Professional Memberships
Member, Institute of Chartered Accountants in Australia
Career Overview
Lance has a broad range of accounting and finance experience, including chartered accounting and investment banking (most recently at Credit Suisse), where he was involved in mergers & acquisitions, capital raisings, strategic reviews, valuations and financial modelling. Lance has worked with a wide and interesting range of clients, mandates and industries, with a particular focus on financial modelling and valuation.
Current Responsibilities
Lance is the Managing Director and founder of Pentagon Data, a leading provider of financial education and consulting services, specialising in financial analysis and decision making. The company offers a wide range of consulting services, seminars and training courses for individuals and companies.
Lance is also involved in a range of education and training roles across a number of finance disciplines and institutions, including:
- Kaplan Professional Master of Applied Finance - Task force member, lecturer and assessor (Applied Valuation subject)
- Kaplan Professional Master of Applied Finance - Discussion forum facilitator (Advanced Valuation subject)
- Macquarie University Masters of Applied Finance - Visiting fellow and lecturer
- Deakin University Masters & MBA Program - subject leader, assessor and content author
- Victoria University Masters & MBA Program - subject leader, assessor and content author
- Monash University
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Siang Chang
Managing Director, Multinational Business Associates
Academic Qualifications
- Bachelor of Engineering - Auckland University
- Master of Business Administration - University of Technology, Sydney
- Master of Applied Finance – Macquarie University
- Master of Commerce (Accounting) – Sydney University
- Master of Commerce (Taxation) – University of New South Wales
- Graduate Diploma Applied Finance and Investment – Securities Institute of Australia
Professional Memberships
- Fellow of CPA Australia
- Senior Fellow Finsia
- Fellow of Professional National Accountant
Career Overview
Siang has over thirty years of experience in both the engineering and commercial sectors. Prior to his conversion to the commercial discipline, he was involved in the design, construction and commissioning of multimillion-dollar engineering projects in various parts of New Zealand and Australia.
In the 80s, he was a member of several government and business delegations to the People's Republic of China, negotiating with the provincial governments in the provision of engineering services. The interactions with the senior government officials, the provincial governments, and the chief executives of companies provided the foretaste of high finance for Siang, which led him to join the Treasury Group of a large government organisation in the State of New South Wales.
Over the years, Siang took on important roles in the management of debt and investment portfolios, up to $6 billion at its peak. He was also in charge of interest rate risk management, performance benchmarking, project financing, treasury accounting and settlement, and eventually became the Treasury Manager of the group.
From the time he switched from engineering to commerce about 20 years ago, Siang was actively involved in lecturing, consulting and public speaking at a number of universities and institutions. He has lectured in many finance and economic courses at both undergraduate and postgraduate levels - including Corporate Finance, International Finance, Capital Markets, Synthetic Financial Products, Derivative Products, Corporate Financial Analysis and Economics.
He has participated as a Financial Specialist/Consultant with World Bank projects in China, India and many other countries, and was invited to address overseas delegations occasionally.
Current Responsibilities
- Chairperson of the "Futures" and "Options" courses, and a task force member of the "Applied Valuation" course at Kaplan Professional.
- Lecturer in charge of Corporate Finance and Capital Markets in the Master of Commerce Program, Macquarie University
- Chairman of two companies. One of the companies owns a multi-stall produce market, and the other provides accounting, finance and tax services.
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Jaye Gardner
Director, Grant Samuel
Academic Qualifications
- Bachelor of Commerce, University of Queensland
- Bachelor of Laws (Honours), University of Queensland
Professional Memberships
- Senior Fellow, Financial Services Institute of Australasia (SF Fin)
- Associate, Institute of Chartered Accountants of Australia (CA)
Career Overview
Jaye has almost 20 years experience in corporate finance, commencing with the Corporate Services Division of Coopers & Lybrand following graduation from university in 1990 and then joining Grant Samuel in 1994. Since joining Grant Samuel, Jaye has been involved in all areas of corporate finance and has particular expertise in mergers and acquisitions, asset sales, business valuations and independent expert’s reports. Jaye has been involved in assignments across a wide range of industries, but with a focus on the media, property and financial services industries.
Current Responsibilities
Jaye has been a director of Grant Samuel since January 2001. She is responsible for the preparation of many of Grant Samuel’s valuations and independent expert’s reports, primarily for top 100 ASX listed companies. Her clients have included St.George Bank, Independent News & Media plc, News Corporation, Qantas, Rinker Group, Burns Philp & Company and Brambles Industries.
She also advises on mergers, acquisitions and asset sales, working with a range of clients including listed companies, mutuals and private families.
Jaye is a member of the Applied Valuation Task Force and lectures the independent expert’s report topic in the Applied Valuation course.
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David Liu
Head of Research - ATI Asset Management
Academic Qualifications
- BCom (UNSW)
- LLB (UNSW)
- CFA (AIMR)
- Grad Dip in Applied Finance (Securities Institute)
Professional Memberships
Career Overview
David has attained investment industry experience through roles as an industrial equity analyst at Deutsche Bank, Investment Analyst at Berren Asset Management, as well as management roles in Corporate Finance and IT.
From 1994-99, David worked as an equity analyst for Deutsche Morgan Grenfell, covering a variety of sectors including diversified industrials, beverages, food, and mid-cap stocks. From 1999 - 2001, he was the Managing Director of listed IT transaction company, ETT Limited. He was a founder of the business and worked on the listing of the company and the Australian rollout of the internet and telephony products. From 2001-2003 he worked as a fund manager/analyst for the listed International Wine Investment Fund. From 2003 to 2005, David worked in the corporate advisory department of BBY. In 2005, he founded ATI Asset Management along with two other principals.
Current Responsibilities
David is a principal of ATI Asset Management, a boutique funds management company specialising in the construction and manufacture of core Australian equity portfolios. Current funds under management is ~$220M. ATI uses a Separately Managed Account (SMA) system to administer and manage its portfolios and mandates. This involves the management of individual share portfolios through a SMA structure and allows investors to own an actively managed share portfolio within a managed fund environment.
David has overall responsibility for managing ATI's research process that produces fundamental research and manages the Equity Ranking System (“ERS”) that forms the foundation of all model equity portfolios. David also oversees the quantitative analysis and contributes to risk control procedures.
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