Clayton Larcombe

• Founder of the company
• Fund management portfolio / global asset class
• Control investments ideas
• Overseeing over $100m in funds
• Overseeing all research ideas
• Marketing documents for all clients and investors

• Managing Director of the company
• Control of ideas and employment
• Managing over $75m in funds
• Managing all research ideas
• Marketing documents for all clients and investors
• SMA construction

• Marketing, running superfund seminars and conferences
• Establishment of over 50 new accounts all FUM. Approx $19m
• Establishment of over 140 new accounts on a transactional basis held on chess
• Communication on JPM trading ideas, research and deals for retail clients
• Discretionary portfolio construction for all FUM clients
• SOA constructions
• Execution of international trades and domestic
• Pre-post trade analysis on performance
• Quarterly details reports and presentations to clients

• Building and construction of retail book
• Marketing, running superfund seminars and conferences
• Establishment of over 50 new accounts all FUM
• Approx $19m
• Establishment of over 140 new accounts on a transactional basis held on chess
• Communication on JPM trading ideas, research and deals for retail clients
• Discretionary portfolio construction for all FUM clients
• SOA constructions
• Execution of international trades and domestic
• Pre-post trade analysis on performance
• Quarterly details reports and presentations to clients

• Execution and sales trading of ASEAN equity markets
• Marketing overseas, Singapore, US, UK
• Maintaining facilitation book for institutional clients
• Underwriting and implementation of largest 2 deals in Philippines YTD
• Communication on JPM trading ideas, research and deals for institutional clients
• Covering Australian, Singapore, Hong Kong and international night trading desks
• Asian Hedge funds, long-only, mutual funds and sovereign wealth funds Asia, Europe and Asia based
• Execution of cash and PT orders for ASEAN markets
• Pre-post trade analysis on performance

• The role consisted of both program trading (PT) and a cash portion of sales trading (focusing on PT)
• Depending on trading style/instructions different commissions allocated each day
• Monitoring 5 execution traders in team, but ability to execute myself
• Discussing trade ideas with clients, and flows, tailoring to their needs
• Communication on MS research and ideas depending on client
• Covering Singapore, Hong Kong and international night trading desks
• Hedge funds, long-only, mutual funds and sovereign wealth funds Asia, Europe and Asia based
• Trading futures inline with a cash program was also a required skill
• Pre-post trade analysis on performance
• Key Achievements:
• Coverage of clients grew from 7-18 in 12 month period, with an increase of 20-25% in commissions
• Introduction of 3 key Asia institutional clients to the MS client list
• Greenwich reports – Team Ranked number 1 in Asia for PT sales trading

• This role at CLSA was a combination of both execution and sales trading
• Receiving orders from Institutional Clients
• Marketing of DMA/PT and algo trading systems to
• Trade execution, switch trades, ratio balanced trades, Inline, VWAP
• Discussing trades ideas with clients, and CLSA research
• Covering mainly Asia based clients in China, Hong Kong and Singapore: Long only, hedge funds and sovereign funds
• Pre-post trade analysis
• Key Achievements:
• Moved from 14-9th in Greenwich reports for PT sales trading
• Worked with IT to produce an extensive post and pre trade analysis, and introduced a new tool to capture crossing opportunities between cash and PT desk
• Junior Client

• Morning notes, ideas and recommendations are presented to the client on days trading
• Client orders received and instructions given to the execution operators
• Client tickets monitored during the day and updates are passed to clients
• Tracking and searching for potential crosses with PT, cash and risk books
• EOD fills and tracking of commission/P&L tracked and corresponded to clients

• Responsible for managing high volume & diverse proprietary trading desk positions across global markets
• Manage ten traders risk portfolios ensuring firms risk exposure is not compromised
• Accountable for the daily P & L for Australian Equity books
• Reconcile firms vs
• Client positions for Asia
• Regular communication with Sales desk regarding client positions throughout the day
• Knowledge of derivatives products such as stock option bookings
• Work closely with compliance colleagues ensuring products are eligible for trading
• Explain trade flow to traders for new business flows and highlight key risk areas when required

• Asian Cash Equity settlements for all International markets
• Reconciling daily trading flows for Australian market
• Liaised with external counterparts to prevent fails
• Responsible for FX netting for MS Asia