
Professional Summary
Institutional finance executive and company builder with a track record across emerging markets, resource‑efficiency investing, and regulated digital finance. Co‑founded Osmosis Investment Management, a research‑driven asset manager linking environmental resource efficiency to financial outperformance; currently Executive Chairman at Block Markets Africa, advancing real‑economy payment rails using compliant digital instruments.
Bridges policy and markets: trustee and board experience in sustainability reporting and governance; frequent commentator on climate/ESG data quality and portfolio construction. Known for systems thinking, clear communication to boards and investment committees, and convening partnerships among banks, DFIs, fintechs, and regulators.
Core Competencies
- Institutional Distribution & EM: Decades in equity sales and allocator engagement across global and emerging markets; network spanning asset owners, DFIs, and private capital.
- ESG Integration & Reporting: Resource‑efficiency thesis development and commercialization; experience with disclosure frameworks and Islamic Reporting Initiative.
- DLT & Regulated Rails: Executive leadership on tokenized payments and stable‑value instruments; policy‑aware approach to KYC/AML, reserves, and settlement.
- Board‑level Communications: Trusted advisor to boards/ICs; authored and delivered briefings on transition finance, environmental data quality, and market structure.
- Systems Thinking: Pattern recognition across technology, regulation, and market adoption; ecosystem orchestration to deliver measurable outcomes.
Strategic Focus Areas
- Institutional growth in EM with inclusion outcomes (IDV cost, credit portability, fast payments risk).
- Tokenization pilots (money market, cash‑equivalent, and settlement assets) within regulatory guardrails.
- Efficiency‑driven ESG investing using auditable operational data, minimizing Scope‑3 model risk.
Experience
- Lead commercialization of eZAR, a SA rand‑based stable instrument enabling instant, low‑cost payments and value‑added services (rewards, credit, on‑chain identity) across real‑economy networks.
- Build partnerships with banks, processors, and enterprises; align with supervisory priorities (IDV fees, fraud risk in fast payments, interoperability).
- Establish governance, reserves oversight, and AML/CFT controls in collaboration with regulated partners.
- Helped develop and scale a resource‑efficiency factor linking operational environmental data (carbon, water, waste) to equity returns; contributed to distribution and strategy through multiple market cycles.
- Supported institutional mandates, index partnerships, and research dissemination in developed and emerging markets.
- Senior distribution roles spanning J.P. Morgan, Lehman Brothers, Kleinwort Benson, and Troika Dialog with a focus on emerging markets and institutional origination.
- Systems‑change and market‑design work linking growth, inclusion, and climate outcomes; convening across DFIs, governments, and private capital.
Selected Highlights
- Advanced a live, regulated‑adjacent payment rail (eZAR) in partnership with banks/processors to reshape fuel‑sector settlement and enable programmable services.
- Scaled a data‑driven sustainability investing platform with consistent track record and significant institutional AUM growth.
- Board/trustee roles and public commentary shaping the discourse on ESG data quality (e.g., Scope‑3 model bias) and transition finance.
- Advocated policy moves that reduce IDV/KYC frictions to expand access while maintaining financial integrity.
Boards & Advisory
- Trustee, Islamic Reporting Initiative (IRI) — sustainability reporting and standards.
- Board / Co‑founder, Osmosis Investment Management.
- Advisory, EMG CSR Consultancy — communications and sustainability.
- Advisory, Thinking Active — start‑ups, crypto regulatory compliance, DLT.
- Advisor, SADC digital challenger banking initiative (strategic/regulatory).
Skills
Selected Commentary & Media
Payments & Tokenization (recent)
- Executive commentary on eZAR stable instrument and real‑economy rails; engagement with SARB/BIS TechSprint themes (digital ID, credit data portability, fraud/cyber in fast payments).
- Tokenized money‑market case studies and regulated partner delivery models.
ESG & Resource Efficiency (Osmosis IM)
- Interviews and op‑eds on responsible investing; critiques of Scope‑3 modeling bias and emphasis on auditable operational data (carbon, water, waste).
Industries & Domains
Institutional Asset Management, Capital Markets, Banking/Payments, FinTech & RegTech, ESG/Impact, Emerging Markets Policy & Governance.