MANAGEMENT TEAM

Board of The Manager

Gordon Fell / Executive Chairman and Managing Director

Prior to founding Rubicon in 2001, Gordon was the Joint Chief Executive of Ord Minnett, an independent Australian investment bank which was acquired in 2000 by Chase Manhattan (now JP Morgan).

Prior to that, he was Head of Corporate Finance at Ord Minnett. Before joining Ord Minnett he was a Director of Schroders Australia Corporate Finance and a management consultant with McKinsey & Company. Gordon holds a Bachelor of Science (Honours) and Bachelor of Laws (Honours) from the University of Sydney. He received a Doctor of Philosophy from Oxford University, where he was a Rhodes Scholar. He is a director of Allco Finance Group Limited (ASX: AFG), the Chairman of Opera Australia, a Trustee of Sydney Grammar School and a director of The Smith Family.

Matthew Cooper / Executive Director

Matthew’s experience includes accounting, investment banking and funds management. Previously he was a director within the investment banking team of Ord Minnett. Prior to that, he was with UBS Warburg Corporate Finance, spending six years with the Bank. Matthew holds a Bachelor of Commerce from Victoria University (New Zealand). He received a Master of Applied Finance from Macquarie University and is a Chartered Accountant (New Zealand).

David Simpson / Non-Executive Independent Director

David is an experienced corporate lawyer, specialising in large scale mergers and acquisitions, both public and private, and international offerings of debt and equity securities. Until recently he was a partner in Freshfields Bruckhaus Deringer (Freshfields), one of the world’s largest law firms and before that a partner in one of Australia’s leading law firms, Allen Allen & Hemsley (now Allens Arthur Robinson) (Allens). From 1991 to 2004 he was based in Asia as a corporate lawyer in Indonesia from 1991 to 1997 and Singapore from 1997 to 2004. He was the managing partner of both the Allens and the Freshfields offices in Singapore and has worked on some of the largest transactions in South Asia. David holds a Bachelor of Economics and Bachelor of Laws (Honours) from the University of Sydney and a Master of Laws from Cambridge University.

RAT Management Team

In additional to the executive directors, the staff responsible for the asset origination, asset management and operational management of RAT are located in Rubicon’s American office (Chicago) and Australian head office (Sydney):

Rubicon America

Rob Saunders / Vice President, Capital Markets

Rob experience in finance includes funds management, treasury, and corporate finance. Most recently, he was a senior analyst with HFR Asset Management LLC, a hedge fund of funds manager, where he was responsible for quantitative and performance analysis for the firm's hedge fund products and for the management company and also acted as the firm's treasurer. Prior to that, he was a financial analyst with Intel Corporation and MCI Corporation. Rob holds Bachelor degrees in Finance (Honors) and German (Honors) from the University of Illinois and is a student at The Kellogg School of Management at Northwestern University and a candidate for the CFA Level II exam.

Scott Patrick / Vice President, Asset Management

Scott is a very experienced Commercial Appraiser and Asset Manager. Most recently, he was a Senior Manager at Allstate Investments LLC, an insurance company with nearly US$10 billion of real estate investments. Prior to that, Scott was the Managing Director of Integra Realty, a national real estate valuation and consulting company. Scott holds a Bachelor of Science in Business Administration from Indiana University, and is a State Certified Appraiser and Real Estate Broker.

Gil Clark / Associate

Gil’s experience includes drafting of financial proposals, presentations and internal and external communications for professional service firms. Before joining Rubicon, Gil was a Project Manager for Aon Corporation, working with their reinsurance and consulting businesses. Gil holds a Bachelor of Arts in Marketing from the University of Iowa.

Rubicon Head Office

Vinay Kolhatkar / Chief Investment Officer

Vinay’s experience in the financial services industry spans treasury, lending, debt capital markets, unlisted equity and financial advisory activity with several leading financial institutions. Prior to joining Rubicon, he was Head of Private Capital with the Commonwealth Bank where he had responsibility for managing a A$200 million portfolio of unlisted equity and mezzanine investments. During this time, he was the founding Chairman of Great Energy Alliance Corporation, a company with A$3.5 billion in assets and a director of TransACT Communications Limited. He holds a Bachelor of Engineering (Honours) and a Master of Management Studies from the University of Bombay and a Master of Commerce with Advanced Specialisation in Finance from the University of New South Wales.

Ian Grayburn / Group Treasurer

Prior to joining Rubicon, Ian was the National Business Development Manager of the Projects Group for Freehills, one of Australia’s leading law firms. Prior to that, he was consulting to Merrill Lynch (Australia) on structuring financings for energy and infrastructure assets in Australasia. Previously, he spent 9 years with the Commonwealth Bank on project and corporate debt primarily in the energy and transport sectors and 8 years with CS First Boston advising government and private sector clients in South East Asia, Australia and New Zealand on project development and raising finance. Ian holds a Bachelor of Commerce and a Master of Commerce (Honours) from the University of Canterbury, New Zealand.

Rob Partos / Assistant Treasurer

Prior to joining Rubicon, Rob was with the National Custodian Services where he was responsible for ensuring the accuracy of taxation, financial reporting and pricing information for a large number of institutional clients. He was responsible for a 24 hour reporting cycle and more than 15 clients reporting in excess of A$40 billion on a daily basis. Prior to the National, Rob held roles at Norwich Investment Management Limited and MML Management. He received a Bachelor of Economics with a Major in Accounting from LaTrobe University and has a Graduate Diploma in Applied Finance and Investments from the Securities Institute of Australia.

Raman Bhalla / Senior Manager – Finance

Raman has experience in technical accounting, reporting and compliance within the investment banking, retail banking and financial services industry in Australia and Hong Kong. Most recently, he was Executive Manager at St. George Bank and was the bank’s technical accounting specialist. Prior to that, he was Assistant Vice President at Deutsche Bank, Sydney where he project managed the accounting conversion from US GAAP to AIFRS. Earlier, he worked in structuring and setting up the accounting systems for RMBS securitisation deals for Westpac. He was the financial controller of a precious metals trading organisation in Hong Kong. He is a member of the Chartered Institute of Management Accountants (UK), the Institute of Chartered Accountants (India) and is a Certified Practising Accountant (CPA). He holds a Bachelor of Commerce from Punjab University, Chandigarh.

Eliza Tong / Senior Property Trust Accountant

Eliza has accounting experience in the property industry in Australia. Previously, Eliza worked at Multiplex Property Trust where she was responsible for the Onyx Property Trust. Prior to that, she worked at Trust Company of Australia Limited where she was responsible for the Commonwealth Property Officer Fund (ASX: CPA) and Officer Superannuation Fund (Unlisted Property Trust) and at. Eliza has also worked in international fund management industry and experience in tax advisory and compliance with PriceWaterhouseCoopers. She is a Certified Practising Accountant (CPA) and a fellow member of The Association of Chartered Certified Accountant (ACCA), UK. Eliza holds an Accounting degree from the University of Technology, Sydney.