Summary
Overview
Work History
Education
Skills
Timeline
Generic

Graeme Carson

Summary

Extensive 29-year tenure in the Australian financial markets, having navigated various roles spanning Melbourne and Sydney. My career began as a Graduate at Macquarie Bank, Melbourne, in 1994. Seeking a more targeted equities focus, I transitioned to Bankers Trust, Sydney, in 1998. I have since worked in various Funds Management and Stockbroking firms. Presently based in Melbourne, I've spent the last 9 years at Cyan Investment Management (Cyan) as Founder, Director, Portfolio Manager and AFSL Responsible Manager of Cyan Investment Management.

Since co-founding Cyan I have been purely focussed on the Australian small and micro-cap sectors. The portfolio has been developed with a focus on growth and the building of long-term relationships with both the investors within Cyan and the management of the underlying investee companies.

Overview

30
30
years of professional experience

Work History

Co-founder and Portfolio Manager (Director and Company Secretary)

Cyan Investment Management Pty Ltd
10.2013 - Current

Cyan is a specialist high net worth boutique funds management firm that is trustee and manager for the Cyan C3G Fund, a wholesale pooled unit trust investing in a diversified portfolio of ASX listed emerging companies. Grown to over 300 individual high-net worth clients and $50m in FUM.

As a Director and Portfolio Manager I am directly involved with all investment decisions. I also manage the Compliance, Accounting, Legal and Fund Administration relationships.

Senior Research Analyst

Patersons Limited
02.2006 - 05.2013
  • As a Senior Industrials Analysts with Patersons my coverage included Engineering/Construction, Consumer Discretionary, Diversified Financials, General Industrial and Mining Services companies ranging in market cap from $20 million to $8 billion
  • My role was to generate institutional and retail focused research, communicated through written reports, daily internal morning meetings and direct external client contact.

Industrial Analyst

Eclectic Capital Management
01.2005 - 01.2006
  • Eclectic Capital Management was an Australian multi-strategy hedge fund adopting the use of long/short, events, pairs and buy/write strategies
  • The client base was a concentrated list of European and US institutions and high net worth individuals
  • Employed as the sole industrial analyst my role included the valuation of listed Australian companies across a range of sectors including Consumer Discretionary, Consumer Staples, Financials, Industrials, Information Technology and Telecommunications.

Industrial Analyst

Bell Potter Securities
11.1999 - 12.2004
  • Bell Potter Securities was, at the time of my employment, a privately owned Australian based equities advisory firm which is now a wholly owned subsidiary of the ASX listed Bell Financial Group
  • My most recent role within the group was as a Small Cap Industrial Analyst covering a number of ASX listed companies


Graduate Program / Equities Advisor

Macquarie Bank And Bankers Trust
01.1994 - 01.1999
  • I began my career with Macquarie Bank in Melbourne through participation in its graduate program in 1994
  • I initially spent time within a number of divisions before working within the newly established Private Banking team
  • I worked in both Melbourne and Sydney managing high net worth client relationships offering financial advice on both debt structure and investment products


Education

Bachelor of Business Degree -

Monash University
1994

VCE - undefined

Peninsula Grammar School
1990

Skills

  • ƒ ASX listed company financial analysis and forecasting
  • ƒ Investment portfolio management skills
  • ƒ Corporate governance, compliance and risk management
  • ƒ Corporate equity capital markets and mergers & acquisitions activity
  • ƒ Clear understanding on the key drivers within smaller ASX listed companies, encompassing everything from share register focus, communication, broking relationships, Board composition, capital allocation and associated returns
  • ƒ Development and delivery of large- and small-scale presentations and strategies

Timeline

Co-founder and Portfolio Manager (Director and Company Secretary)

Cyan Investment Management Pty Ltd
10.2013 - Current

Senior Research Analyst

Patersons Limited
02.2006 - 05.2013

Industrial Analyst

Eclectic Capital Management
01.2005 - 01.2006

Industrial Analyst

Bell Potter Securities
11.1999 - 12.2004

Graduate Program / Equities Advisor

Macquarie Bank And Bankers Trust
01.1994 - 01.1999

Bachelor of Business Degree -

Monash University

VCE - undefined

Peninsula Grammar School
Graeme Carson