We are a diversified financial services group with well established, long-term relationships across the Australian and New Zealand financial markets.

Shed operates across two business divisions.

FUNDS MANAGEMENT
AND ADVISORY

FINANCIAL PUBLIC
RELATIONS

We are a diversified financial services group with well established, long-term relationships across the Australian and New Zealand financial markets.

Shed operates across two business divisions.

FUNDS MANAGEMENT
AND ADVISORY

FINANCIAL PUBLIC
RELATIONS

About

Shed Enterprises is a specialist funds management business. We partner with global and local asset managers to drive their capital raising activities in the Australian and New Zealand markets.

Shed Enterprises represents asset managers who offer expertise across a broad spectrum of asset classes.

Over the twenty year journey, Shed Enterprises has brought some of the most innovative investment ideas to these markets. We have a reputation of partnering with asset managers of the highest calibre, offering the experience, relationships and the knowledge required to succeed.

Our Team

Sheridan Lee

Sebastian Mays

William Morgan

Trish Nicklin

Cameron Farrar

Sean Scallan

Current Clients

Amundi

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10[1] globally. It manages 1.425 trillion2 euros of assets across six main investment hubs3. Amundi offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Clients also have access to a complete set of services and tools. Headquartered in Paris, Amundi was listed in November 2015.

Thanks to its unique research capabilities and the skills of close to 4,500 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.

1 Source IPE “Top 400 asset managers” published in June 2018 and based on AUM as of end December 2017

2 Amundi figures as of December 31, 2018

3 Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo

Visit www.amundi.com

Dinimus Capital

Dinimus Capital is an Australian credit specialist providing private debt to Australian & New Zealand SME’s & mid-market corporates. Dinimus has been managing and investing capital for seven years. Over two investment vehicles, Dinimus has delivered investors enhanced risk adjusted returns compared to the market via robust investment structures. The management team at Dinimus brings a wealth of experience, adopting a conservative approach in providing and managing credit products and secured assets both domestically and offshore.

Visit www.dinimus.com

Federation Asset Management

Federation Asset Management Pty Ltd is an Australian specialist fund manager. Federation invests in renewable energy, social, health and education real estate, and growing operating companies that meet a social and economic need. Federation builds strong, sustainable, market-leading businesses through the provision of the capital they need to grow, as well as strategic, analytical and operational support brought from many years of experience supporting similar businesses. This formula provides Federation with an enviable ability to source quality investment opportunities, to analyse and execute upon them. The Federation team has a strong track record of working together over the past decade and offers unrivalled investment experience across target sectors.

Visit www.federationam.com/

Galena Asset Manager

Galena is the investment arm of the Trafigura Group, one of the world’s largest commodity trading firms and we have been providing investors with specialised alternative investment solutions in the infrastructure, energy, metals and minerals space through Private Equity Funds and Private Investments since 2003.

Visit www.galena-invest.com

Karst Peak Capital

Karst Peak Capital is a public equities-focused investment management firm that launched in 2012 with backing from Tiger Management. Karst Peak’s founder had previously run the Asia office for Tiger Management. Karst Peak employs a “private equity approach to the public markets” to construct a concentrated portfolio of high-conviction, long-term holdings. The firm focuses on investments in the consumer, healthcare, and technology sectors and primarily invests in small- and mid-cap companies, seeking to identify promising businesses before they are well known to the broader market. Karst Peak has generated a strong track record in Australasia over the years, with a particular emphasis on global businesses emanating from Australia and New Zealand. Karst Peak’s team is split across Hong Kong and Sydney.

Visit www.karstpeak.com

Octopus Investments

Octopus is an institutional-scale investor in real assets, private credit and high-growth businesses, with over 120 investment professionals and a history spanning two decades. Octopus is the largest commercial solar player in Europe with a AUD 4.5bn portfolio of clean energy assets, and also the largest non-utility investor in onshore renewables in the UK. Since 2011, the team has built market-leading positions as an investor and manager of solar, wind, biogas, biomass, landfill gas, and reserve power assets. Its mission is to address the inefficiencies of the energy market by offering smart technology-led solutions based on innovation and customer focus, helping to provide flexibility and de-carbonise our energy system and our environment.

Visit www.octopusinvestments.com.au

Potentum Partners

Potentum Partners was founded in January 2019 by senior members of the team responsible for building and managing Future Fund’s A$28bn private equity program for over 10 years. Future Fund’s private equity program outperformed both financially and reputationally, based on: • strong manager selection; • a relationship-led model that enabled a focused portfolio at scale; and • significant co-investment. We see institutional investors and family offices operating under significant internal constraints that prevent them from doing the same. Potentum Partners is our solution to delivering the benefits of a sophisticated internal team operating a relationship – led model on a highly aligned but outsourced basis. We intend to manage 6-7 highly bespoke separate accounts for our clients. We believe that one of those accounts should be made available to family offices and smaller institutions to democratise access to a Future Fund style private equity program.

Visit www.potentumpartners.com

Ruffer LLP

Ruffer LLP is a multi-asset absolute return manager and has managed clients’ assets according to this philosophy since the firm started in 1994.

It is the only mandate the firm manages and assets under management stand at U$28billion (Dec 2020). Since 1994, Ruffer has developed a 25 year track record of delivering consistent positive returns (compound growth of 9.0% pa, net of fees) even in bear markets. Ruffer have generated positive returns through all three of the bear markets it has operated through, the dot-come bust, the Global Financial Crisis and the Corona-crisis.

In a market increasingly crowded with absolute/target return funds, Ruffer continues to define its approach through two investment aims:

1. Not to lose money in any twelve month rolling period.
2. To achieve a consistent return significantly greater than cash.

To do this, Ruffer conduct its own independent research, actively manage investments and operate freely, without reference to relative returns or market benchmarks.

Visit www.www.ruffer.co.uk

Clients by Sector

Past and Current

Shed Enterprises

Level 2
75 Elizabeth Street
Sydney
NSW 2000 Australia

+61 2 9247 8533
Please use the contact form

Sheridan Lee

EXECUTIVE CHAIR & MANAGING DIRECTOR

+61 2 9247 8533 +61 411 101 492
slee@williamf21.sg-host.com

Sheridan Lee set up shed enterprises in 1996 and has over 23 years experience in PR and marketing within financial services in Australia. She began her career as a reporter for film industry magazine Encore, before assisting publisher Greg Bright in launching a new financial title, Super Review, where she later became Editor. From there Sheridan moved to Fairfax Magazines where she spent a year as deputy editor of Personal Investor and contributor to BRW.

In 1990 Sheridan moved into marketing, working with global financial services groups including Swiss Bank (now UBS) and Alliance Capital. Her role entailed business development, client servicing, branding and product development for the institutional marketplace.

Initially devoted to marketing global investment management firms in Australia, Sheridan has worked for a number of leading financial services houses in various capacities including business development and media strategy.

Sheridan holds a Bachelor of Economics from the University of Sydney.

Sebastian Mays

+61 2 9247 8533
smays@williamf21.sg-host.com

Sebastian Mays joined shed enterprises in 2014 and works as an Analyst and a Retail Business Development Manager.

Previously Sebastian worked for evolution media group; a media led finance education TV production company, where he was responsible for client relationship management and CRM maintenance, data reporting and analysis, sales and sales reporting and digital marketing and distribution.

He earned a Bachelor of Arts from Monash University where he was actively involved in the Monash Marketing Student Society as a committee member for networking coordination. He is currently undertaking his Graduate Diploma in Applied Finance at Macquarie University.

William Morgan

+61 2 9247 8533
+61 488 294 962
wmorgan@williamf21.sg-host.com

William Morgan joined shed enterprises in 2014 and is a Product Specialist across the spectrum of asset classes in which Shed operates. William has brought with him a diversity of experience which he has gathered in roles across both finance and technology.

Previously, William worked for Credit Suisse as an Equity Derivatives trader for over seven years operating in the Asian and Australian markets. During this time William participated in major technology projects covering systems for product distribution, risk management and automated trading strategies.

Prior to this, William worked in technology focused roles as a software developer, analyst and solution architect in banking and finance, as well as the health and property sectors.

William holds the degree of Bachelor of Commerce from the University of Queensland.

Trish Nicklin

+61 2 9247 8533 +61 413 992 909
tnicklin@williamf21.sg-host.com

Trish Nicklin joined the team in February 2020 as a Marketing and Operations Manager. With 25+ years experience as an Operations, Customer and Marketing Executive for global investment banks, custodians and financial market operators, Trish will be focusing on our operations and customer service delivery along with marketing and public relations for our clients. Trish holds an Assoc Dipl Accounting, Dipl Business, Dip Superannuation, Post Grad Cert Business Leadership (CSU), and a Post MBA Grad Certificate in Transformational Leadership (ANU).

Cameron Farrar

+61 2 9247 8533
cfarrar@williamf21.sg-host.com

Cameron Farrar joined shed enterprises in April 2018 and is responsible for the Wholesale distribution of Shed-aligned managers.

Previously, he was the National Sales Manager for Macquarie Investment Management based in Sydney. Joining Macquarie in 2010, he was responsible for the strategy and execution of distribution for Macquarie’s funds into the Australian marketplace. These strategies covered Global Fixed Income, Domestic/International Equities, Asia ex-Japan strategies, Infrastructure and hedge funds.

Formerly, he was a Sales Director for Australian Unity Investments working with both their in-house and partnership managers across multiple asset classes.

Cameron started his career as a stockbroker in 1995 on the Australian Stock Exchange, moving to focus on the options market before establishing the first online international trading capability in Australia at TD Waterhouse.

Sean Scallan

+61 2 9247 8533 +61 422 843 155
sscallan@williamf21.sg-host.com

Sean Scallan joined Shed Enterprises in January 2020 and is responsible for wholesale distribution of Shed-aligned managers. Sean brings with him 15+ years’ experience covering distribution for private equity, financial consulting, financial advice and private wealth. Prior to Shed, he led the sales function at a global media, publishing and events organisation, which focused on investor education. Working with best-in-class global and Australian fund managers and the full spectrum of institutional investors, consultants, wholesale investors and researchers, industry associations, politicians, and academics.

Sean holds a Bachelor of Banking, Finance & Risk Management (Griffith University, Australia) and a Bachelor of Arts in Human Resource Management, Psychology & Sociology (NMMU, South Africa)

John Brakey

+61 2 9247 8533
jbrakey@williamf21.sg-host.com

John Brakey joined shed enterprises in early 2016.

In 2012, John joined MLC as Head of Private Equity and has over 20 years’ experience in the finance industry. He previously worked for KKR, a global alternative asset manager, where he was responsible for Investor Relations and fundraising for private equity in the Australian and New Zealand markets. Prior to joining KKR, John was Head of Private Equity Fund of Funds at Macquarie Funds Group, which is the funds management arm of the Macquarie Group. He was Chair of the Investment Committee and was responsible for the management of approximately AUD$5 billion in commitments in both domestic and international funds. From 1997 to 2000, John was an Asset Consultant with Towers Perrin, advising on alternative asset classes, assessing private equity managers and developing Towers Perrin’s alternative investment capabilities.

John holds a Bachelor of Agriculture Economics with first class honours from the University of Sydney.

Janene Knight

+61 412 470 872
jknight@williamf21.sg-host.com

After several freelance assignments for shed enterprises, Janene Knight joined the company full time in January 2010, taking up the position of General Manager.

Previously, Janene had worked on a freelance basis within the Australian feature film industry for a period of ten years, followed by the transition to the production of TV commercials. She held positions as Production Manager, then as a Producer of commercials for many independent production houses and feature film producers. Other positions followed, including Executive Producer for Zealot Productions, which is a boutique creative marketing and post production house. At Oasis Films, a TV Commercials production business, she was involved in all aspects of running the business. She also worked as a Producer for Channel 7’s Marketing and Promotions department leading up to the Sydney 2000 Olympics.

Janene holds a Bachelor of Arts (Communications) from the University of Technology, Sydney and a Master of Business Administration from Macquarie Graduate School of Management.

Cameron Farrar

cfarrar@williamf21.sg-host.com

Cameron Farrar joined shed enterprises in 2018 as a Senior Investment Specialist. With a career spanning over 20 years in the financial services and superannuation industries, Cameron’s experience covers a number of business areas including: Sales and Marketing; Product Development and Project Management; and Capital Markets.

Cameron has held senior positions in global firms including eight years with Macquarie Bank where he was the National Sales Manager and prior to that Australian Unity Investments where he was responsible for the distribution of fixed interest, domestic and international equity, and property funds into primary markets.

William Morgan joined shed enterprises in 2014 and is a Product Specialist across all of the managers that Shed works with. William has brought with him a diversity of experience which he has gathered in roles across both finance and technology.

Previously, William worked for Credit Suisse as an Equity Derivatives trader for over seven years, with a focus on Asian and Australian markets. William was responsible for portfolios that incorporated vanilla, exotic and cross market equity derivatives across all Asian markets. In addition William led and participated in major technology initiatives driving the bank’s approach to risk management, product distribution and automated trading systems.

Prior to this, William worked in technology focused roles as a software developer, analyst and solution architect in banking and finance, as well as the health and property sectors.

William holds the degree of Bachelor of Commerce from the University of Queensland and is currently studying a Masters of Data Science and Innovation at UTS.