Bringing a wealth of experience
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Sydney

Founding Partner & Managing Director

Trevor Loewensohn has over 30 years of investment banking experience – mostly for leading global investment banks including Vice Chairman at UBS, after moving from Head of Investment Banking and Joint CEO at JP Morgan.

Founding Partner

Phil Green has over 30 years of experience specialising in structured finance and advisory, leasing, asset based financing, principal investment and funds management. Phil has extensive expertise in property, financial assets, infrastructure and other forms of asset backed finance including aircraft, rail and mortgages.

Founding Partner

Morris Symonds is a long standing professional investor with substantial experience in equities, commodities, mergers & acquisitions and corporate restructuring.

Managing Director (Real Estate)

Damien Cronin leads Alceon’s real estate investment business.

Managing Director (Liquid Strategies)

Daniel Chersky is a foundation member of the Alceon investment team and is Principal and Co-Portfolio Manager of the Alceon High Conviction Absolute Return Fund.

Managing Director (Private Equity)

David Wilshire has 20 years experience in principal investment, mergers and acquisitions and capital markets.

Executive Director – Head of Real Estate Funds Management

Grant co-founded Freehold Investment Management and was the company’s Managing Director for 11 years before merging the business with Alceon in 2021. He is now Head of Real Estate Fund Management where he oversees Alceon’s investment strategies across real estate debt, A-REITs & listed infrastructure, and unlisted property.

Executive Director

Gerald Full has 20 years of experience across the real estate, financial services, information technology and mining & resources sectors in Australia, New Zealand and Asia.

Executive Director

Adrian Kidd leads Alceon’s Credit investment business. Adrian has over 15 years of experience across the principal investment, structured finance and advisory sectors. Having joined Alceon shortly after its inception in 2011, Adrian has developed significant expertise in structuring bespoke debt facilities for both domestic and off-shore borrowers particularly in the non-bank lending space.

Managing Director (Private Equity)

Zac Midalia is a Managing Director of Private Equity at Alceon Group.

Executive Director

James has extensive corporate and real estate investment, financing and advisory experience in Australia, New Zealand and Asia. Prior to Alceon, James worked at AMP Capital and Pacific Alliance Group (PAG) where he spent 6 years building PAG’s absolute return business in Australia, with a particular focus on real estate. Prior to PAG, James worked at UBS investment bank within their real estate team.

Director

Daniel Scarvaci has extensive experience in corporate and real estate finance, funds management and principal investments. Prior to joining Alceon, Daniel worked in the corporate and infrastructure team at Moody’s Investors Service, and prior to that at Commonwealth Bank.

Director

Emma has experience in property investment, corporate finance and infrastructure project finance. Prior to joining Alceon, Emma worked in the Institutional Banking division at ANZ bank as a manager.

Analyst

Jared has experience across both the Financial Technology and Insurance sector. Prior to joining Alceon, Jared worked at Afterpay Touch Group within their corporate development team. Prior to that, Jared completed an internship at MLC Limited.

Analyst

Edward has experience in corporate finance, real estate transaction advisory, funds management and research. Prior to joining Alceon, Edward worked in the Real Estate Advisory team at PwC, and prior to that at GPT and JLL.

Development Executive

Louise Campling a property development and real estate advisory specialist with over 25 years experience across Australia.

Senior Associate

Peter has over 5 years experience in mergers and acquisitions, capital markets and principal investment. Prior to joining Alceon, Peter worked in Credit Suisse’s natural resources investment banking division.

Associate

Brody has over 2 years experience in mergers and acquisitions, capital markets and principal investment. Prior to joining Alceon, Brody worked in Credit Suisse’s investment banking division and advised on transactions across the transport, energy and general industrials sectors.

Director

Adam joined Alceon in 2016 as a Principal and Co-Portfolio Manager of the Alceon High Conviction Absolute Return Fund. He has over 17 years of equity markets experience in both trading and funds management roles in Sydney and New York. Most recently, he was responsible for managing a trading book of Asian and European equities for JP Morgan in New York. Adam also worked on the trading desk at Macquarie Bank in New York.

Associate Director

Brad has experience gained in investment banking and funds management. Prior to joining Alceon, Brad worked for Morgan Stanley within Equity Research, in South Africa and Sydney. During this time, Brad was an associate within the Industrials and Healthcare sectors, before becoming a lead analyst within the Emerging Companies Team.

Senior Investment Analyst

Brendon joined Alceon in 2020 and has over 8 years of investment experience across funds management, private equity, equities research and corporate strategy/M&A.

Director, Head of Institutional Capital

Bianca has over 9 years’ experience specialising in the syndication of corporate and structured finance loans covering corporate, acquisition and leveraged, real estate and project finance.

Senior Portfolio Manager

Grant is the Senior Portfolio Manager for the Freehold A-REITs & Listed Infrastructure Fund. His responsibilities incorporate portfolio construction, co-lead real estate and infrastructure securities analyst and a member of the investment committee.

Senior Analyst

Gino is an investment professional with over 15 years of experience in Australian financial markets as an Investment Manager, Equity Analyst, Dealer and Performance Analyst.  Most recently, he was Investment Manager at Mercury Private where he managed a portfolio of Australian listed securities.

Chief Financial Officer

Shareen Ali has over 25 years taxation, audit and accounting experience in Australia and New Zealand.

Director, Head of Investor Relations

Melanie Hedges has over 15 years of experience in the company secretarial, compliance and investor communications functions in the financial services and real estate sectors.

Director (Transaction Management)

Tamaki Maehashi has over 20 years in taxation and accounting specialising in business services for SMEs and HNWIs.

Associate Director (Accounting)

Matthew Fielden has over 10 years taxation and accounting experience specialising in business services for small to medium sized enterprises as well as funds management.

Corporate Accountant

Janti has more than 25 years experience in Financial Services, Superannuation, Retail and Investment Banking.

Corporate Accountant

David has over 6 years taxation and accounting experience specialising in small to medium sized enterprises, privately held companies and high net worth individuals.

Fund Accountant

Bradley joined Alceon in November 2020 bringing with him over 7 years of business services expertise in accounting and taxation.

Treasury Manager

Felicity has 12 years finance experience specialising in payments and settlements processing, Treasury Operations, and cash forecasting, gained predominantly in the Financial Services industry.

Transaction Analyst

Matt has over 10 years’ experience in funds management and corporate accounting.

Senior Fund Accountant

Cameron has over 4 years in taxation and accounting, specialising in advising large privately held groups and high net worth individuals, particularly in the property, retail and investment industries.

Transaction Manager

Lisa Miotto has over 20 years of experience in property, banking and finance in the areas of compliance, financial markets, property investment and development finance.

Corporate Accountant

Anna has over 6 years taxation and accounting experience specialising in small to medium sized enterprises, privately held companies and high net worth individuals.

Assistant Accountant

Christine has over 3 years of experience in taxation and accounting. Prior to joining Alceon, she has previously worked at ESV Accounting and Business Advisors in the business services division. Christine is currently in her final semester at Macquarie University studying a Bachelor of Commerce (Professional Accounting) and a Bachelor of Applied Finance.

Investment Manager

James has over 10 years of experience in accounting, advisory, consulting and taxation.

Administration Assistant

Rebecca Morrison joined Alceon in November 2013. Prior to working for Alceon, Rebecca worked at a recruitment agency where she ran the recruitment for Building Services nationally on top of a more niche market, Business Services, across Sydney. Rebecca has also worked at a Family Law Firm as PA to the head Solicitor.

Executive Assistant

Peta Kirby has over 25 years of experience supporting senior executives in the finance industry in Sydney and London.

Executive Assistant / Reception

Areti joined Alceon in February 2010 as Executive Assistant to Morris Symonds, Reception and Accounts. Prior to working for Alceon, Areti worked at Fairfax & Roberts Jewellers as Production Manager for 10 years where she ran the workshop and looked after high networth clients. Prior to Fairfax & Roberts Areti has worked in an Executive Assistant / Personal Assistant role for over 8 years within various organisations controlled by Morris Symonds.

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