Team

Angus Samuels
Chairman

Chairman since founding in 2006

Over 30 years’ experience in the investment industry as a senior stockbroker, CEO and chairman

Chairman of Punter Southall Group, June 2003-present

Formerly CEO of Sanlam Investment Management (formerly GIAM), Sanwa Asset Management (UK) and Credit Suisse Asset Management (UK)

Soondra Appavoo
Managing Director

Founded the company in 2006

Over 21 years’ experience in the investment industry, largely in the energy & infrastructure and Financial Services sectors

Managed the P-Solve Alternative Investments ($400m) and PSource Structured Debt ($120m) funds

Formerly a Director at UBS Warburg

Chartered Accountant, MA (Natural Sciences) and an MBA with Distinction, University of Oxford

Charles Lens, CFA
Executive Director

Joined the company in 2008

Over 11 years’ investment experience in energy & infrastructure, financial services, fixed income and structured finance

1 year secondment to Pacific Construction Group in China

Previously Senior Pricing Analyst at Clayton IPS Corporation, Colorado

CFA Charterholder, MSc (Finance), University of Denver and BA (Math & Philosophy), University of Colorado

Matthew Ritchie, CFA
Associate Director

Matthew joined in 2015

More than 5 years’ experience in corporate finance specialising in structured finance, and mid-market public and private transactions in South Africa and the UK

Previously Associate at i capital advisers

BBusSci (Finance), University of Cape Town

CFA Charterholder

Andrew O’Rourke
Associate

Andrew joined in 2015

More than 5 years’ experience in corporate finance and strategy consulting

Previously Associate at ZS Associates

BSc (Economics), Trinity College, Dublin

Passed level two of the CFA exams

Donald Sinton
Analyst

Donald joined in 2017

Extensive background in finance and financial technology solutions with Standard Bank and Dimension Data

BBusSci (Finance), University of Cape Town

Passed all three levels of the CFA exams

Daniel Shearer
Analyst

Daniel joined in 2017

Previous experience in private equity UK mid-cap buyouts at Ardian and European Capital

BA (Physics), University of Oxford

Currently studying towards the IMC

Clare Punter
Office Manager

Clare joined in 2015

Over 1 years’ experience in corporate finance. Started career in leadership consulting

Bachelor of Science (Geography), Newcastle Univeristy