David's responsibilities include, primarily, NAB Asset Management's portfolio of investments in boutique asset/ fund managers. Together with our boutique partners, NAB Asset Management offers clients a variety of investment capabilities and products involving a breadth of asset classes and return characteristics.
The Boutiques' team works with our boutique partners to build and maintain high performing and sustainable investment management businesses for the benefit of the boutiques' and NAB's investing clients and shareholders.
David holds a number of investment management executive and non-executive board positions, leveraging his commercial and board governance experience, in respect of a range of NAB wholly, majority and minority owned, regulated and listed entities - in Australia, Canada, Singapore and the UK.
David's career has spanned accountancy, corporate treasury, banking and funds management. He has been with National Australia Bank for over twenty years, including involvement in specialist banking activities including debt capital markets, domestic and international structured finance, project and asset finance, investment products, infrastructure finance and advisory. He has been involved with NAB Asset Management (previously known as nabInvest) since its establishment in 2007.
David holds a Bachelor of Arts (Hons) from Exeter University, is a Fellow of the Institute of Chartered Accountants in England & Wales and is a member of the Australian Institute of Company Directors.
As an Implementation Manager in the Boutiques team, Greg focuses on transactions, leading due diligence processes and dealing with internal approvals. He also advises on other projects associated with the various boutique investment managers. Greg’s involvement in the various transactions on behalf of the Boutiques team has included Fairview Equity Partners, Presima, Bastion Infrastructure Group and Antares Equities. Prior to working in the Boutiques team, Greg has worked in accounting, consulting, marketing and project management roles in superannuation, operational and funds management businesses. Greg holds a Bachelor of Commerce degree from the University of NSW and an MBA from Macquarie University.
Steven joined NAB Asset Management in 2011 as an Analyst within the Boutiques team. Prior to this, Steven was part of the MLC Graduate Program where he held roles across Investment Platforms, Risk & Compliance and Asset Management.
Steven holds a Bachelor of Accounting from The University of Technology Sydney and is a CFA and CAIA charterholder.
Jill joined NAB Asset Management's Boutiques team in September 2016. She is responsible for managing NAB Asset Managements' investment in a portfolio of boutique fund managers, with an initial focus on those specialising in real estate including Orchard Street Investment Management, based in London.
Jill brings 25 years of global funds management experience, with particular reference to commercial real estate with REIT experience across UK, Australia, Asia and USA. Whilst Jill worked at Macquarie and Charter Hall for 13 years as COO of a leading Office AREIT, she gained considerable experience in all aspects of REIT and investment management. This included REIT related transactions, asset management, M&A activities, debt and equity raisings, establishing partnerships and strategy globally. Prior to that Jill worked in London for 10 years as a Chartered Surveyor.
Jill has a BSc(Hons) in Urban Estate Management from Oxford Brooks University and is a Member of the Royal Institute of Chartered Surveyors (MRICS).
Prior to his involvement with NAB, Jeff spent 6 years as a Portfolio Manager and Head of Risk Management at Prodigal (an Asia Equity Hedge Fund). He worked for NAB Global Markets for 4 years as Global Head of FX and Commodities trading and spent 16 years at Merrill Lynch as a Managing Director in New York, London and Sydney focused on client solutions, trading in proprietary trading in global foreign exchange, derivatives and focused fixed income products/portfolios.