EXECUTIVE MANAGEMENT TEAM

Mark Phillips
Chief Trading Officer - Carbon and Bond Markets

Mark has over 30 years of investment management and capital markets experience within institutional frameworks, illustrating an extensive understanding of markets and the intensive application of robust portfolio management. Mark has a proven track record in successfully managing fixed-income and multi-asset income portfolios, a rich background in assessing debt securities, constructing fixed-income portfolios, developing financial services products and accurately measuring investment performance. 

He has developed comprehensive expertise in the capital markets using quantitative and qualitative methods to assess securities and the management of investment portfolios. Mark has managed billion-dollar income security portfolios investing across global bonds, mortgage-backed securities, money markets, debt and derivative instruments, providing year-on-year outperformance under his guidance. In addition, Mark has vast theoretical and practical knowledge in assessing credit, investment and operational risks, with extensive experience in investment decision-making, portfolio construction, performance measurement and transaction execution. Across his various roles, he has transacted and traded with the Institutional desks of domestic and foreign banks, investment banks, financial institutions, middle-market participants, and large corporates.

Additionally, Mark has managed financial services companies covering corporate activities, acquisitions and divestments in the listed and unlisted company sectors within the Asia Pacific region. He oversaw all areas of the Investment management and securities business, such as underwriting, trading and market making, portfolio management, trade execution and overall compliance with financial responsibilities.

In recent years, Mark has teamed up with a tight-knit team of specialists to deliver sustainable finance and capital management involving structuring, procuring, and trading sustainable offsets and finance instruments for Australian and International issuers and purchases. He focuses on global carbon and ESG markets, supporting the sustainable transition to Net Zero and the broader SDGs.