AFSL License number: 298902 (+61) 2 9247 8533 tnicklin@shed-ent.com.au

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.

Slide FUNDS MANAGEMENT
AND ADVISORY

Slide 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

Sheridan Lee

Sheridan Lee

William Morgan

William Morgan

Marina Borges

Trish Nicklin

Trish Nicklin

Trish Nicklin

Philip McLean

Philip McLean

Philip McLean

Sebastian Mays

Sebastian Mays

Rugby-Kliousis

Sean Scallan

Sean Scallan

Rugby Kliousis

Rugby Kliousis

Rugby-Kliousis

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

karst-peak-logo

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

Contact us

Shed Enterprises

Level 2
75 Elizabeth Street
Sydney
NSW 2000 Australia

  +61 2 9247 8533
  Please use the contact form

 

  • sheridan_lee

    Sheridan Lee

    EXECUTIVE CHAIR & MANAGING DIRECTOR

      +61 2 9247 8533   +61 411 101 492
     slee@shed-ent.com.au

    Sheridan Lee is the principal and CEO of Shed Enterprises a business which she founded over 25 years ago, bringing some of the best ideas and capabilities from around the world to the Australian market with a proven track record in capital raise and brand distribution.

    In her early career Sheridan was editor for premier financial publications BRW and Personal Investor and was a founding editor of Super Review before moving into executive leadership roles across marketing and business development with premium global financial institutions.

    Sheridan holds a B Economics from the University of Sydney and is an active board director in both for and not for profit sectors.

  • Marina Borges joined Shed Enterprises in 2021 as a part time Executive Assistant to the CEO, and Office Manager supporting our CEO and team in general administration and event management.

    Marina was a lecturer of History of Peru via the ESAN Graduate School of Business and was the Academic Program Manager for Masters Programs in History and Law at the Catholic University of Peru. Prior to this, Marina worked at the General Museums Division of the Peruvian Ministry of Culture as an assistant to the national and international loan program for Peruvian cultural heritage. Marina holds a master’s degree in History from the Catholic University of Peru (PUCP).

  • Trish Nicklin is the Shed COO, responsible for Shed Program Management capability, service delivery, business governance and administration. Trish has over 30 years’ experience as an Operations and Client Executive in global investment banks, custodians, and financial markets.

    Trish holds a Post Graduate degree in Business Leadership from Charles Sturt University and Business Transformation from the Australian National University, Dipl in Business + Dipl Superannuation, an Assoc Dipl in Accounting and is RG146 qualified in Securities, Superannuation and Managed investment schemes.

    Trish is a member of the Governance Institute of Australia and holds a Certificate in Governance Practice and Risk Management.

  • Philip McLean is a Senior Business Development Manager and Investment Specialist, focusing on sales, strategic planning and distribution of investment opportunities to target investor markets with a focus on wholesale, middle market and private wealth capital pools.

    Philip brings over 21 years’ experience to this role having worked across financial markets; covering stockbroking, investment banking, investment and funds management, portfolio management, relationship management and sales.

    Philip holds a B Bus major in Economics and a Grad Diploma in Applied Finance from Kaplan which includes RG146 qualifications in securities, managed investment schemes, superannuation and insurance.

  • Rugby Kliousis is a Business Development Manager with a specific focus on the institutional and private wealth sectors. Prior to Shed, Rugby was a Senior Associate at stockbroker CMC Markets covering high net worth relationships.

    Rugby holds a Bachelor of Business ( International Business) and a Bachelor of Commerce ( Finance) from the University of Newcastle. Rugby is RG146 qualified in Securities, Derivatives and FX. Rugby is currently studying a Masters of Real-Estate Investment, at UTS.

  • Rugby Kliousis joined Shed Enterprises in 2021 as a Business Development Associate working alongside senior sales managers in service delivery of sales data and investor information to customers including research, marketing and data analytics.

    Previously Rugby worked for CMC markets ( Stockbroking) as a client executive, where he was responsible for account management, customer planning and education, analytics, reporting, marketing and sales for high net worth clients.

    Rugby holds a Bachelor of Business ( International Business) and a Bachelor of Commerce ( Finance) from the University of Newcastle. Rugby is RG146 qualified in Securities, Derivatives and FX.

  • Anthony Cope joined Shed Enterprises  in May 2022 from CMC Markets where he was a Senior Relationship Manager for high-net-worth clients on the high net worth Stockbroking Desk. Anthony attended the University of Missouri – St Louis, where he completed a BSc double major in Business Management and International Business.

    While in the United States, he completed the FINRA Series 65 exam, and during his time at CMC Markets he became RG146 compliant and completed both Authorised Derivatives Advisor 1 and 2.

  • Anthony Cope joined Shed Enterprises as a Business Development Manager in May 2022 from CMC Markets where he was a Senior Relationship Manager for high-net-worth clients on the Stockbroking Desk.

    Anthony attended the University of Missouri – St Louis, where he completed a BSc double major in Business Management and International Business. While in the United States, he completed the FINRA Series 65 exam, and is RG146 compliant in Securities, Derivatives and FX. Anthony has completed both Authorised Derivatives Advisor 1 and 2 qualifications.