Real Assets Real Assets

Rupert is the Managing Director of Gresham House Asset Management Ltd and has 30 years’ experience in asset management and wealth management, focused on product innovation, investment management, business development, banking and wealth structuring. Rupert has a strong track record of delivering significant shareholder value. He was previously CEO and CIO of Schroders (UK) Private Bank and head of private clients at Rothschild Asset Management Limited.

Olly joined Gresham House in February 2019 as Managing Director of Forestry. Olly is responsible for all facets of the Gresham House forestry business and additionally oversees the deployment and asset management of the wider real asset investment portfolio, including all solar PV and wind assets.

Olly has over 20 years’ experience in the finance sector beginning his career with Baring Brothers and then ING Barings, more recently he was a Partner and Head of Infrastructure at Oxford Capital. Olly is a specialist real asset investment manager with a background in developing, structuring and managing a wide array of financial and infrastructure asset backed portfolios. He has a BA and MA from Oxford University and also holds the Investment Management Certificate from the CFA Society in the UK.

Ben is the Managing Director of the Gresham House New Energy division, Fund Manager of Gresham House Energy Storage Fund plc and Fund Manager for the British Strategic Investment Fund (BSIF) strategy. He started his fund management career at Lazard Asset Management, before founding Hazel Capital (now Gresham House New Energy) in April 2007, subsequently serving as Managing Partner and Chief Investment Officer.

With over 25 years of investment experience, Ben’s expertise spans the investment spectrum, across infrastructure, public equities and venture capital. He is responsible for the origination and execution of investment opportunities at Gresham House, alongside ongoing portfolio management. Ben currently serves as a director of over 40 companies and until recently was the non-executive chairman of Oxis Energy, a UK-advanced battery power company. He holds a BEng in Mechanical Engineering from Imperial College London.

Adam joined Gresham House in April 2019 as part of the Forestry asset management team. He assists with all aspects of operational management across several forest portfolios and has varied experience of large scale forest management and of timber harvesting and marketing.

After achieving a first class BA (Hons) in History from the University of Nottingham, Adam started his career with the Forestry Commission at Grizedale Forest, Cumbria, where he first developed an interest in forest management. He went on to gain an MSc in Forestry from the University of Aberdeen and has since worked for seven years in commercial forestry, mainly on the west coast of Scotland.

Alessia Vallomy joined Gresham House following the acquisition of TradeRisks in March 2020, having started at TradeRisks as an Analyst in September 2019 straight from university.

She has worked for a number of housing association clients with particular focus on business planning and credit analysis and has worked closely with financial market data and its use in financial models.

During her studies, she interned for a German financial advisory group specialised in personal finances and insurance. Alessia holds an MSc in Finance from Warwick Business School.

Alex is Managing Director and Head of the Housing and Capital Markets teams of Gresham House following the acquisition of TradeRisks in March 2020. He is also the Chief Executive of ReSI Capital Management and Executive Director of ReSI Homes Limited, the for-profit Registered Providers now managed by Gresham House. Alex was the founder and Chief Executive of TradeRisks Limited from 2000 to March 2020. Prior to TradeRisks, Alex worked for seven years at JP Morgan where he founded its risk advisory businesses, then HSBC leading the banks’ global risk advisory business, and Tokai Bank Europe as head of Capital Markets and Merchant Banking. Alex has 33 years of experience in the finance industry, with the last 20 years focusing on social housing.

He holds a first-class honours degree in Theoretical Physics from the University of London and a doctorate in Mathematics from the University of Oxford.

Andrew Stirling joined Gresham House in July 2020 as Head of Treasury, Housing.

Prior to Gresham House, Andrew spent seven years in the markets business at Lloyds Bank Commercial Banking, where he managed a team of derivative and treasury experts, providing bespoke funding and hedging solutions for Housing Associations. He previously spent nine years in the Markets & Institutional Banking division at RBS where he worked with corporate and commercial clients, providing hedging solutions across asset classes, including interest rates, FX and commodities. Andrew has 27 years’ commercial and financial markets experience across asset classes including freight, commodities, FX, interest rates and inflation. He began his career broking freight before moving to the physical commodity markets and then the London Metal Exchange before transferring to banking via the derivatives markets in 2004. Andrew also spent eight years acting as a school governor, where he was chair of the Buildings & Resources committee.

Andrew has been in FCA regulated ‘controlled function’ roles for 18 years and is currently studying for the ACT CertT qualification. He holds a BSc (Hons) in Economics and Econometrics from the University of Southampton.

Anthony’s background is in investment banking, having previously worked for international firms in London, New York and South America, including Macquarie and Merrill Lynch. At Gresham House, he is responsible for business development, marketing and sales for our forestry and new energy assets, also managing one of the funds.

Anthony has a BA (Hons) in History from Newcastle University and is an Investment Management Certificate holder. He is also a registered adviser with the Financial Conduct Authority.

Antoine Pesenti is Head of Capital Markets at Gresham House following the acquisition of TradeRisks in March 2020. Antoine spent 17 years at TradeRisks as a Senior Managing Director, where he was responsible for debt advisory and debt arrangement for bank facilities, private placements and listed bonds. During that time, Antoine also worked on missions for the World Bank to develop credit risk management models for several national treasuries. Prior to TradeRisks, Antoine worked on the development of Monte Carlo simulation short-rate models for risk management at the European Bank for Reconstruction and Development and was assistant professor of mathematics in Classe Préparatoire aux Grandes Ecoles in France. Antoine holds an MSc in Finance and Economics from the London School of Economics, an MPhil in Mathematics from ENS Paris-Saclay, and a Bachelor of Arts in Philosophy from Sorbonne University, Paris.

Ben Fry is Head of Housing Investment at Gresham House and a director of the two Registered Providers of Social Housing it manages, ReSI Homes Limited and ReSI Housing Limited. He joined the firm in March 2020 following the acquisition of TradeRisks where he was Managing Director and Investment Manager for its fund management division ReSI Capital Management.

Ben has 15 years’ industry experience, with 9 years social housing experience since joining TradeRisks in 2011. Ben has led the investment management for fund Residential Secure Income plc since IPO in July 2017, prior to which he led TradeRisks’ debt advisory services for housing associations, local authorities, and specialist residential accommodation.

Ben qualified as a chartered accountant with Deloitte and is a member of the Institute of Chartered Accountants of England and Wales. He holds a BSc in Mathematics from Imperial College London.

Bozkurt joined Hazel Capital (now Gresham House New Energy) in 2008 as a Partner and Portfolio Manager. He co-manages the Gresham House New Energy VCTs and sources and executes new opportunities, covering transaction negotiation, due diligence and contract negotiation. He dedicated the early part of his career to funding and advising companies in the telecommunications and technology industries, whilst in roles at Nomura, Salomon Brothers, Bowman Capital and Deloitte & Touche. In 2002 he co-founded and built New Energy Finance (NEF), which became the leading provider of data, research and analysis to investors in the global cleantech industry. NEF was acquired by Bloomberg in December 2009.

He has 25 years’ principal investment, advisory and business-building experience in the clean energy, telecommunications and technology industries, and holds an MSc in Electrical Engineering from Imperial College London.

Carole is responsible for the asset management of Gresham House’s renewable portfolio and also acts as fund manager for one of the wind funds. Carole joined Gresham House as part of the FIM Services Ltd integrations, and has been involved in the origination, financing, construction and management of all of the previously FIM-branded renewable assets.

Prior to joining FIM, Carole worked across a number of sectors including technology, software and travel as a Finance and Operations Director following qualification as a Chartered Management Accountant.

David joined Gresham House in May 2020 as Investment Director, Forestry. David is responsible for developing the Gresham House forestry business oversees in addition to supporting the deployment and asset management of the domestic investment portfolio.

David has over 30 years’ experience in the forest industry sector, with the last 10 years specialising in international forestry investing and asset management. David started his career with Economic Forestry Group in the UK before spending time with Sappi Forests in South Africa and working in international management consulting with Pӧyry based in both Malaysia and Singapore. David left Pӧyry as President of Asia-Pacific, Forest Industry Consulting, and joined Global Forest Partners LP a global timber investment and management organisation where he was a Partner and Director of Investments (Asia).

David is a specialist forestry related investment manager with a background in developing and managing forestry and forest carbon asset backed portfolios. He has a BSc and MSc from Aberdeen University, a Diploma in Marketing (CIM) and holds an MBA from Cranfield University.

Ed qualified as a Chartered Accountant with Arthur Andersen in 1998. He has been working with growth companies since 2000, as corporate finance adviser, COO / CFO, and investor. His focus on social impact and sustainable investing started in 2008 at Bridges Ventures and until 2018 he was head of the Energy and Infrastructure team at Downing LLP, with over £400m of assets under management.

Ed has experience in originating, negotiating and managing venture, growth and infrastructure transactions and actively managing a portfolio of investments through to profitable exit. He has led investments to build, own and operate renewable energy generating assets (AD, hydro, solar and wind) as well as other energy and infrastructure assets (including waste process and waste to energy, novel wood pellet production plants, behind the meter and grid connected batteries and reserve power plants). He holds an MA in Economics from Cambridge.

Ed works on the origination, appraisal, execution and management of renewable energy investments. Prior to joining Gresham House, Ed worked with KPMG, qualifying as a Chartered Accountant, before moving into commercial finance with Siemens L&A and then corporate finance with MacIntyre Hudson LLP, where he specialised in business start-ups and mid-market transactions.

Ed holds both a first class BSc in Economics from the University of Manchester and the Investment Management Certificate, and is a registered adviser with the Financial Conduct Authority.

Ed is fund manager of Gresham House’s two largest forestry funds, with a combined value of over £360m. His role also involves the valuation and acquisition of new investment opportunities and overseeing deal flow. Ed has over 10 years’ experience in investment management and valuation.

Prior to joining FIM in 2012, Ed worked for Cluttons LLP where he dealt with commercial property portfolios for institutional and high net worth clients. Ed is a graduate of the Saïd Business School at the University of Oxford, and is currently enrolled in the Chartered Financial Analyst (CFA) programme. He is a Chartered Surveyor and RICS Registered Valuer. Ed holds the Investment Management Certificate and is a registered advisor with the Financial Conduct Authority.

Elizabeth is an Associate at Gresham House, following the acquisition of TradeRisks in March 2020.

Elizabeth supports the housing team covering Local Authority debt transactions and Housing Association business plan analysis. Prior to joining, Elizabeth spent four years at EY in the audit department, with a focus on asset management and private equity companies. Elizabeth has four years of professional experience and is a Chartered Accountant.

She holds a first-class honours degree in Mathematics from Durham University and is currently studying towards the CFA qualification.

Fergus is an Associate at Gresham House, having joined the firm in March 2020 after the acquisition of TradeRisks.

Fergus works on the origination team for both Local Authority and Housing Association clients and is responsible for client engagement, specialising in winning new business for the capital markets desk. He previously worked for the Canary Wharf Group distributing advertising space and has contracted at strategy houses such as Plural Strategy and Fairgrove Partners, where he provided extensive project assistance.

Fergus holds an MSc in Consumer Behaviour from Goldsmiths University and a certificate in Investment Management from CISI.

Gareth was a Partner at Hazel Capital (now Gresham House New Energy) and has over 18 years’ experience executing structured transactions across a variety of sectors. He is primarily responsible for transacting investments, disposals as well as debt financings. Before Hazel Capital, Gareth worked at Barclays Natural Resource Investments, a captive private equity fund investing in the natural resource and renewable energy sectors.

Prior to this, he worked in the Structured Capital Markets divisions of Barclays Capital and Deutsche Bank, handling the acquisition and disposal of various asset-based companies. He started his career in infrastructure project finance at Greenwich NatWest, advising on and financing a number of PFI / PPP projects including the A13 DBFO, Dutch high speed rail link (HSL Zuid) and London Underground.

Gareth holds an MBA from Imperial College Business School, and both an MSc in Engineering Project Management and a BEng in Civil Engineering from the University of Manchester.

Gourav is a Director in the Capital Markets team at Gresham House, following the acquisition of TradeRisks in March 2020,  and is a member of the Housing and Infrastructure team. Since joining  TradeRisks, he has been responsible for executing on advisory engagements for both housing associations and infrastructure clients.

He previously worked at Arcus Infrastructure Partners in their core infrastructure investments team, where he was responsible for reviewing and executing on new investment opportunities. Prior to this, Gourav worked at PIMCO in the financial advisory team where he was responsible for assessing the credit quality of infrastructure loan books. He also spent a number of years working in the infrastructure advisory team of EY in the UK and Australia. Gourav’s recent work experience includes advising a fibre network developer on funding their projects.

Gourav has over 15 years of professional experience in financial advisory and investment. He holds a Master of Commerce degree from Macquarie University and qualified as an Actuary with the Institute of Actuaries of Australia.

Graham is an experienced forestry professional, responsible for all operational aspects of the Gresham House forestry funds. After a short period of practical experience in the UK, Sweden and New Zealand, he joined UA Forestry Ltd (a division of United Auctions Group) as a forest manager, progressing to become their managing director in 1997.

In 2001, he left UA to found his own forestry management company, Aspen Forestry Ltd, which specialised in providing forest management services across Scotland. Following the successful sale of Aspen, Graham joined Gresham House in 2007. His specialism is in developing, negotiating and managing non-forestry ‘higher and better use’ investments on behalf of client funds, particularly renewable energy developments, telecom rentals, power line access and compensation and residential developments.

Hayden is an Asset Manager within the Forestry team. After graduating with a BSc in Forestry from Bangor University in 2014, he joined Gresham House as part of the timber harvesting team, where he specialised in operational control, a key contributor to fund performance.

His remit has since expanded to include wider asset management and acquisition work. Hayden achieved Chartered Forester status in December 2017.

Henrietta is a Chartered Surveyor responsible for the asset management of Gresham House’s forestry portfolio with over 12 years’ experience in property management. Her role involves managing existing assets on behalf of clients. Prior to joining Gresham House, Henrietta managed rural estates and property in the UK along with a variety of professional work. Henrietta is a Member of RICS and a retired Fellow of the Central Association of Agricultural Valuers (FAAV), and holds a BSc (Hons) in Land Management from the University of Reading.

Izzy covers acquisitions across a number of divisions. Prior to joining Gresham House, Izzy worked for over seven years in consulting and hedge funds, forming and executing strategy and managing high level projects. He is also the youngest visiting professor at the prestigious IEB University in Madrid, teaching the CFA curriculum.

Izzy is a CFA charterholder and has an MSc in Finance from the University of Exeter. He speaks Spanish and Dutch fluently and is a registered adviser with the Financial Conduct Authority.

Jai Srivastava is an Associate Director at Gresham House and a member of the Housing team. He joined the firm in March 2020 from ReSI Capital Management, where he spent two years analysing residential property investments in the retirement, local authority housing and shared ownership sectors. Prior to that, he spent four years in banking audit at KPMG where he focused on the valuation of financial instruments.

Jai has six years of professional experience, holds a BA in Philosophy, Politics and Economics from Magdalen College, Oxford and qualified as a Chartered Accountant with KPMG. He is working towards completing the CFA qualification having passed the Level III examination.

James is an Investment Analyst with over 6 years’ experience across Forestry and Renewables, and providing asset management for the FIM Forest Fund I LP. James is a Level II candidate in the CFA programme and holds the Investment Management Certificate and a BA in Business Administration.

Previously, James worked for J.P Morgan in equities and fixed income operations before moving into commodity derivatives at RWE. Prior to joining FIM and Gresham House, he was on the dealing desk of Computershare Investor Services, trading global equities for corporate share and compensation schemes.

James joined Gresham House in November 2018 having previously been at Livingbridge. Prior to this he worked in TMT audit at EY for 3 years, where he qualified as a chartered accountant.

James holds a first-class Master’s degree in Mathematics from Durham University.

James is the Finance Director for the Housing division at Gresham House and has over seven years of finance and financial services experience. He joined Gresham House as part of the acquisition of TradeRisks in March 2020, where he was Finance Director of ReSI Capital Management.

Prior to TradeRisks, James was the Finance Manager at United Trust Bank, where he led the team responsible for financial control and reporting.

James holds a degree in Economics and Management from the University of Oxford and is a qualified chartered accountant, having trained at PwC.

Based out of Gresham House’s Dumfries office, Jason is responsible for the effective management of the forestry portfolio on behalf of clients together with continued expansion. Jason is a Chartered Surveyor and RICS Registered Valuer, Fellow of the Institute of Chartered Foresters, MBA graduate, IMD Alumni and Aberdeen University forestry graduate with key experiences including forestry investment appraisal and due diligence. Jason has a long background in forestry, timber processing and woodland creation and specialises in forestry investment.

Jérôme is a Director at Gresham House and a member of the Advisory team that joined with the TradeRisks acquisition in March 2020.

He started his career in Business Development at France Télécom in 2008, then joined Royal Bank of Scotland where he spent ten years specialising in Infrastructure, Project Finance and Asset Finance. He has worked on both Lending and Advisory mandates covering a wide range of industries and keeping a strong focus on Télécom Média and Technology (TMT). He also has considerable Financial Modelling experience, having led several worldwide training initiatives at RBS.

Jérome holds a Master in Science in Management from EM Lyon Business School and is a CFA Charterholder since 2016. He is fluent in French, English and German.

Joe is an Investment Manager in the New Energy team, focused primarily on sourcing and executing new investments for the British Strategic Investment Fund. Prior to joining Gresham House, Joe worked for Lloyds Banking Group in their structured finance team, supporting primarily UK companies with the structuring and execution of secured capital markets transactions. At Lloyds, Joe was involved in a number of whole business and asset backed securitisations and bond financings including advising on a funding package for a hospital and a regulated water utility.

Whilst at Lloyds, he also gained experience in restructuring and private equity. Joe holds a BA (Hons) and MA from Durham University and is a CFA charter holder.

John joined Gresham House New Energy (formerly Hazel Capital) in 2016 as Technical Director. He has over 15 years’ energy industry experience across operations, management and optimisation of energy generation assets.

He is responsible for the optimisation of existing solar and wind assets, technical development and optimisation of new energy storage opportunities. Prior to Hazel Capital, John worked in the UK solar sector, initiating O&M and asset management for a number of ground-mounted solar PV asset portfolios. This was on behalf of private equity, yieldco and EPC organisations, with total generation capacity over 600 MW. Prior to this, at RWE/Npower, he managed the operational control, trading and grid-interface of a UK wind portfolio with over 1 GW generation capacity.

Before moving to London in 2011, John worked with the Irish utility ESB, in management roles in a 400 MW CCGT plant, and in trading/commercial optimisation of CCGT assets in the UK and Irish markets. He started his Career in Dublin with Fingleton White consulting engineers. John holds a BE in Mechanical Engineering from University College Dublin, an MSc in Management from Dublin City University and an MBA from the Open University.

Josh is an Investment Associate focusing on forestry acquisitions and the fund management of Sustainable Timber & Energy LP. He holds a BA (Hons) from Reading University, is an ACA chartered accountant and is currently studying towards the Investment Management Certificate.

Previously, Josh was awarded a place on PricewaterhouseCoopers’ prestigious Flying Start degree programme before joining the firm full time as a Senior Associate, specialising in financial services. He then moved onto Hazlewoods LLP to focus on mergers and acquisitions concentrating on corporate due diligence.

Kyle Rosevear is a Director in the Capital Markets team at Gresham House, following the acquisition of TradeRisks in March 2020. At TradeRisks, Kyle specialised in structured project finance transactions for social infrastructure and alternative real estate sectors including student and social housing and care homes.

Prior to joining TradeRisks, Kyle spent seven years in the debt capital markets team at Goldman Sachs in Sydney and New York, advising corporates and financial institutions on their debt capital markets strategy.

Kyle is a member of the Finance and General Purposes Committee at Poplar HARCA, a housing association in London. He holds an LLB and BCom (Finance) from the University of Otago, New Zealand.

Mark is the Chief Executive Officer of ReSI Housing and Head of Housing Origination since 2018, leading the acquisitions efforts. He joined Gresham house in March 2020 following the acquisition of TradeRisks. Before joining ReSI Housing, Mark spent 12 years as a Chief Executive of Circle Housing Group, a 65,000-unit housing association, before merging it into the Clarion Group, the largest housing association in the UK. Prior to that, Mark held Chief Executive roles at Anglia Housing Group and Nene Housing Society. He has 38 years’ social housing experience and has been a member of the Chartered Institute of Housing since 1986.

Matthew is focused on forestry investments, with a single client portfolio of circa 14,000 ha of commercial forestry. Prior to Gresham House, he worked as a forest manager for 12 years, based in Scotland, responsible for extensive areas in South Wales, the north of England, and Scotland. Duties included client liaison, budgets, timber sales, woodland purchases, restocking, road building and grant applications.

His previous experience included the responsibility for FSC (Forestry Stewardship Council) audits on all the forest areas previously managed. Matthew is a qualified chartered forester and graduated holds an honours degree in Forestry from the University of Central Lancashire, following practical experience in the UK and in Australia.

Matt is a chartered surveyor with over 13 years’ experience in investment management. He is responsible for the asset management of FIM’s forestry portfolio and for family office and high net worth individuals’ forestry and renewable portfolios worth over £360m. Matt is also responsible for the valuation and acquisition of investment opportunities.

Prior to Gresham House and FIM, Matt worked for Smiths Gore as a rural estate manager, advising a number of private clients on the management of their diverse property portfolios. Before this, he worked for Jones Lang LaSalle in their financial services team advising on the formation of joint venture property development companies. Matt holds the Certificate in Investments and is a registered adviser with the Financial Conduct Authority.

Matthew joined Gresham House in July 2020 as a Commercial Asset Manager.

Prior to this, Matthew had worked in the energy industry for 7 years, initially in Oil & Gas before transitioning to renewable / clean energy with the latter period focused on maximising revenue streams available to energy storage assets.

Matthew holds an MEng in Chemical Engineering from Imperial College London and an MSc in Renewable Energy from the University of Reading.

Michael Woodman is Head of Structuring, Housing at Gresham House following the acquisition of  TradeRisks in March 2020.

Michael had been legal counsel at TradeRisks since 2012 and joined with experience in debt capital markets from an international law firm, having advised clients on a range of capital markets and banking transactions. Michael works closely with client managers and has been responsible for structuring, legal and settlement elements on all financing transactions arranged by TradeRisks. For ReSI Capital Management Limited, Michael has worked closely with the origination team, ensuring deployment of funds, and the investment management team, tasked with borrowing against fund assets in accordance with the investment objective.

Michael is a dual-qualified solicitor active in corporate finance since 2005 and holds an LLB (Hons) from University College London.

Oliver is an Associate Director at Gresham House, following the acquisition of TradeRisks in March 2020. He focuses on developing new and maintaining existing relationships, as well as the financial modelling of new acquisitions for ReSI.

He was previously Head of Acquisitions for a Real Estate developer focusing on development origination and analysis and headed a team of four acquiring and reviewing schemes with a GDV of up to £1bn.

He has six years of housing and residential investment experience and holds a BSc in Real Estate, Finance & Investment from Cass Business School.

Pete has been Head of Housing Management at Gresham House since March 2020, following the acquisition of TradeRisks. He is responsible for due diligence on residential acquisitions and operational performance by ReSI’s property managers and leaseholders. He has built a strong reputation in the housing sector on topics like the market dynamics and development economics. He has been an advisor to the Greater London Authority, the Scottish Government, and was a member of the team that won the Wolfson Economics Prize in 2014 on housing supply. Pete was Chief Executive of Notting Hill Housing Group and Chief Officer at two London Boroughs. He joined TradeRisks Ltd in 2013 and has 46 years’ experience in residential portfolio management. Pete studied Engineering and Philosophy at the University of Cambridge, is an Alumni of the London Business School, and is an Honorary Fellow of the Royal Institute of British Architects.

Peter joined Gresham House in June 2020 and is a Fund Manager of the British Strategic Investment Fund (BSIF) strategy sub fund, BSI Infrastructure, where he leads investments in sustainability infrastructure. Prior to Gresham House, he was an active angel investor and entrepreneur. He has over 19 years of public and private equity investment and funds management experience and has invested into and exited over 160 infrastructure and technology companies across all sectors with an equity value of over £1.3bn and capital value of c.£5bn.

Peter most recently led the investment and exit of the Environmental Capital Fund (ECF) for SEP, one of Europe’s most successful VC firms. Prior to SEP, Peter was co-founder of renewables developer EIDC; Team Head of secondary infrastructure and renewables at Land Securities Trillium; a partner of the PPP/PFI focused private equity fund SMIF (now Semperian); and a founding member of Challenger’s infrastructure team. Peter has had board member roles on nearly 50 investee companies where the majority of his professional career has focused on UK investments. He is also a judge and mentor of the Cambridge Institute of Sustainability Leadership (CISL) Accelerator and the CleanTech Challenge.

He holds a Bachelor of Laws (LLB) with honours and two further Bachelor degrees of Finance (BFin) and Commerce (BCom), all from the University of Adelaide, and is a graduate of CISL’s Business Sustainability Management program.

Rich joined Gresham House in June 2020 as Technical Asset Manager. His career started as an engineering apprentice at Drax power station and has progressed through plant operations, maintenance and engineering, into asset and plant management. With extensive industry experience, he has been exposed to many different business units and has been heavily involved in a variety of major engineering projects including upgrades to failing assets and completion and commissioning of state of the art new build energy-from-waste sites.

He has over 25 years’ experience in the Energy industry of which five years were spent trading UK power and gas for International Power, London and two years trading UK and Ireland power and gas for ESBi, Dublin.

Richard is a Chartered Surveyor whose experience covers all property issues. His expertise includes: complex documentation and due diligence matters, developing and implementing investment schemes – particularly those based on tax-efficient structures – and managing a wide range of investor contacts established through FIM’s investment business. Richard is a registered adviser with the Financial Conduct Authority.

Rob started out working in London for five years with CNBC Europe. Working within the financial sector led to an interest in investment analysis and financial modelling. Graduating with a distinction from his Applied Carbon Management MSc at Glasgow University, Rob set up a consultancy focusing on carbon management in forestry and the potential to realise value within this emerging sector. This led to working for Gresham House, working alongside Digby Guy on acquisitions and business development.

Sergey is an Associate at Gresham House, following the acquisition of TradeRisks in March 2020. He started as a Real Estate Analyst at ReSI Capital Management and was responsible for identifying, implementing and reviewing programmes of work required to develop and improve the company’s existing portfolio of properties.

In October 2019, Sergey was promoted to Associate with further responsibility for portfolio asset management, general portfolio analysis, reporting and complying with investor/REIT requirements, and assisting with the preparation of quarterly and year end reports. Prior to joining ReSI CM, he managed a portfolio of commercial real estate.

He holds a Bachelor’s Degree in Finance and Financial Services and a Master’s Degree in International Business and Economics from Westminster Business School.

Simon is a Chartered Forester with over ten years of private and public sector experience. He has a BSc in Forestry from Bangor University, graduating in 2008. He specialises in woodland creation and general forest management.

Stephen specialises in all aspects of marketing, harvesting, and extraction of client timber. A professional forester, working on clients’ behalf with sawmills and other end-users as well as responsibility for crop mensuration and appraisal, prior to harvesting decision.

After gaining experience in timber harvesting as a self-employed chainsaw operator he joined Smiths Gore as an assistant forest manager, where he developed his forestry management skills, qualified as a professional tree inspector and began working towards Chartered Forester status, which was successfully achieved in 2010.

Stevie joined Gresham House in January 2018 and works on both public and private transactions across the full range of funds, spending the majority of time working on the British Strategic Investment Fund.

Prior to Gresham House, Stevie worked for Lloyds Banking Group in their Leveraged Finance Team, following the completion of the graduate scheme where she gained exposure to a wide range of Capital Market products. Stevie holds a BA (Hons) in Economics from Durham University and has passed CFA Level II.

Based in our Oxford office, Suzy works in the asset management team for our renewables portfolio. Suzy has been involved in the construction, financing and operational management of over 100 MW of onshore wind and solar assets on behalf of investors.

Previously, Suzy worked as a Senior Investment Analyst for Sun Life Financial of Canada and Lincoln Financial Group. Suzy is a Chartered Financial Analyst (CFA) and has a first class BSc (Hons) in Mathematics and Statistics from the University of Bath.

Tom Archer is an Associate Director within the Housing Division of Gresham House, following the acquisition of TradeRisks in March 2020. He joined TradeRisks in November 2018 from EY, where he led audit engagements for large public sector entities.

At Gresham House, Tom leads on our provision of debt arrangement to Local Authorities and additionally contributes to our debt arrangement and treasury advice services to Housing Association sponsors and project finance sponsors. A notable transaction which Tom has worked on during his 5 years in the financial industry include London Borough of Redbridge’s £75m public bond issued in 2019, the first deferred RPI-linked public bond issued by the sector.

Tom holds a first-class degree in Mathematics from the University of Oxford, is a qualified Chartered Accountant (ACA) and has passed Level I of the CFA Programme.

Prior to joining Gresham House, Tom worked for Polar Capital for 5 years on both the investment and operational side, during which time he completed the IMC. Following a sustainability direction, he designed and built a rural indoor farm, selling the produce to local restaurants and farmers markets. He graduated in 2010 from the University of Edinburgh with a BSc (Hons) in Scientific Geography.

Fund Manager; responsible for management of in-forest operations and fund reporting. Post qualification, he worked as a forest manager on the full spectrum of forest activities, with a particular emphasis on adding value through bare land planting. In 2004, he moved to the Forestry Commission where he held various responsibilities including regulatory compliance role over the industry’s private sector. Latterly he was project manager of an IT project, and represented the Forestry Commission on the SEARS (Scotland’s Environmental & Rural Services) programme of organisational change. In 2012 he joined Gresham House Forestry and is one of the teams qualified chartered foresters.

Tristan joined Gresham House in June 2020 as an Investment Associate within the Infrastructure team.

Tristan joined from Neptune Energy, a private equity-backed energy company, where he was Business Development Lead and focused on the origination and execution of acquisition opportunities and corporate strategy. Prior to this, he was part of the Investment Banking team at Scotiabank, where he worked on mergers and acquisitions in the energy and infrastructure sectors.

Tristan holds a BA (Hons) in Accounting & Finance from Durham University and is a CFA level II candidate.

Wayne has 24 years of technical, commercial, stakeholder and general management experience in the energy sector. Before joining FIM Services Ltd, where he served as COO prior to their acquisition, Wayne was Onshore Wind Development and Construction Director for RWE Innogy.

Wayne is a Chartered Engineer and has a PhD in Engineering from the University of Sheffield. He has overseen the construction of 17 wind farms (~400MW) and the sale of 12 wind farms (~200MW) over the past 12 years. He has also represented the industry on aviation matters as a director and vice chair of the Aviation Investment Fund Company Ltd. Wayne is a registered adviser with the Financial Conduct Authority.