Bridging institutional investing and wealth distribution. Thirty years making sophisticated investing accessible to advisors and investors of all types, across the globe.
Years
30
Countries
14
Assets under management
US$67B
Alternatives platform
US$10B FUM
Revenue
US$108M
There are CIOs who understand alternative investments. And there are wealth-management executives who understand distribution. Global leaders who have built both, at institutional scale, and then gone on to design the digital advice infrastructure that makes it accessible to investors at every level, are rare.
I spent fifteen years at Macquarie, Australia’s premiere investment bank, building and running a US$10 billion alternatives platform across fourteen countries. The last thirteen I have devoted to building fintech platforms, digital advice engines, and regulated investment products from the ground up.
What connects those years is one capability: I am a translator. Deep investment knowledge, combined with a genuine understanding of advisers and investors at every level, becomes the product, the framework and the language that makes sophisticated investing accessible.
That’s my expertise, and my passion.
Global Executive
Global perspectives and experience operating across five continents is my key differentiator.
I've managed billions in assets and led global teams across five continents, adapting complex investment products for 14+ jurisdictions. My experience includes running Macquarie New Zealand, launching Macquarie Wealth in Canada, building US feeder funds, adapting European institutional investments for Asian UHNWIs, and leading the Macquarie team in India.
Investments Translator
Connecting thirty diverse years in financial services with one core capability: translation.
I translate complex investment ideas, structures, and products across asset classes, investor types, and jurisdictions. From institutional alternatives to retail-accessible vehicles, from Australian regulatory frameworks to US and Asian markets, I bridge the gap between what sophisticated investors build and what advisors and their clients can access. That translation is how capital moves.
Financial Engineer
I am a builder, harnessing deep investments expertise to engineer winning products.
Decades of financial engineering experience across all investment asset classes, with an alternatives specialization. I built and ran a US$10 billion alternatives platform at Macquarie. I engineered Australia’s industry-standard framework for alternative investment distribution to retail and HNW wealth clients, built a world-first SMA angel investment club, and founded multiple licensed fintech and digital advice businesses.
Product Innovator
I am a blue ocean strategist.
I create new categories, not new products.
As Macquarie’s Chief Innovation Officer and Chief Investment Officer, I crafted ideas that created new categories. Most recently I built a personal financial digital advice engine with foundational AI at the heart, cutting advisor time from hours to minutes, and launched a new real asset category giving sophisticated investors access to a highly diversified equine breeding fund.
Outcome Obsessed
From strategy through execution, I transform complex ideas into commercial outcomes.
I think at the macro level, identifying opportunities and unlocking commercial potential with thoughtfully crafted strategies. I am comfortable with ambiguity, and practiced at grounding complexity into clear decisions that move capital. I lead from in front, but you will always find me working alongside the team, rolling up my sleeves to execute successfully.
Advisor Advocate
My Advisor Empowerment Framework: make them money, make them look good, make it easy.
Empowering financial advisors with the products, access, tools, language and confidence to win and keep clients is an art. It starts with understanding that every advisor is running a business built around one thing: helping their clients succeed. I build with their goals, pain points and fears in mind. I have decades of evidence across asset classes and geographies that this framework works.
Experienced Leader
I always lead with the team, investors and shareholders front of mind.
At Macquarie I led a team of 100+ financial product innovators who defied the odds, growing revenues by 26% through the Global Financial Crisis by placing the investor at the heart of every decision and leaning into the hard conversations.
I have led brokers, wealth advisors, product innovators, BDMs and customer service teams across a multinational investment bank, bonds businesses, a life sciences venture capital firm, and a female-focused fintech social enterprise.
+26%
Revenue growth at Macquarie through the Global Financial Crisis
The world’s most successful endowment funds, sovereign wealth funds, and major pension programs all share a single strategy: they heavily allocate to alternative assets that traditional wealth managers rarely touch. Private equity, private credit, real assets, and venture capital aren’t exotic novelties. They are the structural bedrock of long-term wealth creation.
For three decades, I’ve championed the idea that the ‘endowment investment model’ belongs in the broader market.
True portfolio construction principles don’t change just because an account is smaller. The only real variables are access, liquidity, and visibility.
My career has been dedicated to bridging this divide. Through innovative financial products, platforms, and adviser tools, I build the regulatory and structural pathways that bring institutional-grade wealth creation to individual investors.
Four Key Principles
Illiquidity as a benefit
For long-term investors, the illiquidity premium is compensation. Securing this reliable return premium is a cornerstone of intelligent portfolio construction.
Unlocking advisor conviction
Alternatives are sold, not bought. My expertise is translating institutional concepts into the language, framework, and confidence advisors require for successful product distribution.
Demand genuine low correlation
True diversification requires structural independence from the equity/bond cycle. Alternatives that reprice with public markets are not alternatives.
Engineer compliance-first architecture
Suitability logic and regulatory documentation must be engineered into the product from Day One, not bolted on later. With experience adapting financial products to multiple jurisdictions, I always start with the end in mind.
Driving growth at the intersection of institutional investing and wealth innovation.
1998–2013 · 15 years
Global Chief Investment Officer & Chief Innovation Officer
AUSTRALIA • INDIA • SINGAPORE • NZ • CANADA • HONG KONG • BRAZIL • UNITED STATES
Alternatives platform
US$10B FUM
Countries
14
Continents
5
Years
15
Revenue growth thru GFC
+26%
I joined Macquarie in my twenties as a financial engineer and progressed over 15 years to Global Chief Investment Officer and first-ever Chief Innovation Officer, leading large teams across 14 countries. I built and ran a US$10 billion alternatives platform spanning agricultural, infrastructure, structured, credit, and private equity investments. I also developed the first structured framework for alternative investment distribution to retail and HNW wealth clients, which ultimately became the Australian industry standard.
SINCE MACQUARIE · BUILDING, LEADING AND SCALING
Founder & Chief Investment Officer
2013–Present
Boutique advisory and innovation studio. A decade of financial product design, strategic growth, and category creation.
General Partner & Chief Investment Officer
2022–Present
Capital platform backing growth-stage companies across food, energy, health, water, and waste.
General Partner & Investment Committee Lead
2023–Present
Life sciences and deep tech venture capital, backing Australia’s brightest university founders.
Co-Founder & Chief Investment Officer
2019–2025
Australia's first licensed digital personal financial advice engine ~4,500 compliant advice statements generating ~AU$400M in improved retirement outcomes.
Co-Founder
2017–2025
Australia’s only fully digital independent aged care comparison platform, with integrated personal financial modelling.
Head of Markets
2013–2017
108% revenue growth in year one. Designed ASIC-recognized best-practice advisor engagement model.
Equiora · Product design & distribution
Designed and launched a wholesale diversified equine breeding fund from scratch, creating a new agricultural asset class. Genuine illiquidity premium with return drivers entirely uncorrelated to equity or credit markets. Product structure and advisor education materials overcame first-timer hesitancy and enabled rapid allocation.
~45%
p.a. actual returns vs 20% target
Fully allocated in 90 days
FIIG Securities · Revenue growth
Four simultaneous levers: shifted to global corporate bonds (55% offshore revenue by month 12); repositioned content from education to conviction-based investment themes advisors could deploy with clients; realigned remuneration to client outcomes; introduced transparent pricing. Rem strategy formally recognized by ASIC as best-practice.
108%
Revenue growth in 12 months
ASIC-recognized engagement model
Income Asset Management · Board-level transformation
When I joined the Income Asset Management board it was a cash-only deposit platform. Led strategic governance of complete business model transformation into a full fixed income and capital markets business. Recruited CEO and Head of Corporate Bonds; governed remuneration restructure, IMA product rollout, research function redesign, and corporate loan business launch.
95%
Credit revenue (from 0%) within 3 years
Governance-led transformation
Macquarie · Crisis management
Selected as workout manager for approximately A$7 billion in non-performing Macquarie products established prior to the GFC. Managed alongside primary Global-CIO responsibilities. Mandate: protect the Group from financial and legal consequences while delivering equitable outcomes to investors. Resolved every position without Group financial penalties or legal proceedings.
A$7B
Managed to resolution
Zero Group penalties, zero legal proceedings
Super Fierce · Digital advice architecture
Built complete personal advice architecture under ASIC’s most demanding regulatory framework, including suitability assessment logic, documented investment rationale, portfolio construction rules, and compliance output documentation for retail investors. Improved the projected retirement outcomes of thousands of Australians by an estimated $400 million. Blueprint for compressing advisor discovery from 3 hours to 5 minutes with compliance-grade output.
$400M
Estimated improvement in customer retirement outcomes
Macquarie · Industry framework
Developed Macquarie’s first structured framework for alternative investment distribution to retail and HNW wealth clients, covering product structuring for retail accessibility, advisor training and language development, client suitability and risk profiling for illiquid products, and compliance documentation. Adapted across 14 countries with different regulatory, tax, and investor sophistication profiles.
14
Countries · US$10 billion AUM
120-person team
I hired Craig as a young financial engineer and watched him grow into one of the most versatile senior executives in our group.
When we needed someone to run New Zealand, I sent Craig. When we needed a Chief Investment Officer and our first Chief Innovation Officer, Craig was the obvious choice. He built our agricultural investment platform from nothing and raised capital from some of the world’s most sophisticated investors, including global pension funds and the Gates/Buffett family office.
Craig has a rare ability to see around corners, build things that didn’t exist before, and bring people with him. I’d back him in any room.
Peter Maher
Former Head of Banking & Financial Services, Macquarie Group
Craig is one of the smartest structured investment product developers I know. He builds product the right way: investor first, then structure. He has built a long list of investment products that won their flow because they were designed for the investor first.
He designed our MAD fund architecture and shaped the capital formation strategy from scratch. As a result, the investment structure is more honest and the pathway to global institutional capital is clear.
Craig thinks carefully, says less than he could, and gives the kind of advice that closes a loop rather than opens a new one. The work is better, and the structure is more honest, because he is part of it.
Mark Falzon
Co-Founder and Director, MAD VC
Where many economists can communicate data, Craig is one of the very few who brings tangible value to companies, staff and clients through his ability to translate financial information into clearly defined directional strategy and action. He is a high-quality author and presenter in the financial arena.
Grant McCorquodale
Managing Director, Parc Capital
Craig is a highly regarded strategic thought leader and problem solver across multiple industries and countries. His depth of experience and the way he tackles issues or opportunities, provides unique ways to move forward with confidence. He is a great board member and strategy lead.
John Nantes
Former Chairman, Wisr
Craig is one of the most talented senior executives I have had the pleasure to work with. He is a brilliant innovative thinker and exceptionally bright with advanced abstract reasoning. Craig is equally effective in bringing his ideas and visions to life through establishing new businesses or advancing existing business models.
Natasha Yeo
Former COO, Macquarie Private Wealth
Craig has one of Australia’s brightest financial minds. His ability to challenge widely held beliefs with robust research, and translate deeply complex concepts into innovative solutions for a wide range of audiences is unparalleled. Craig’s deep humility, generosity with his time and knowledge, and genuine determination to apply his skills to improve the world sets him apart.
Jeremy Liddle
Executive Director, Third Hemisphere
I am seeking international executive opportunities to build on my global financial services experience. Senior roles in alternative investments and wealth management, particularly at the crossover between these two major growth areas, are where I add the most value. And as an entrepreneur who has founded two social enterprises, I am also open to purpose-led roles where the firm is established and commercial in nature.
I prefer hands-on roles where I can build and lead, not just advise. However, I am open to running projects as a consultant through my firm Revolver Capital. This also enables potential employers to establish fit while I begin delivering outcomes.
“The last few years have taught me that the quality of the work is inseparable from the quality of the people you do it with. I’m looking for the right team, not just the right role.”
I look forward to speaking with you.
Craig
