Consultant
Rodney Lay has over 20 years’ experience in investment analysis, first starting as an equities analyst at BZW / ABN Amro. Subsequently, he specialised in structured products in the lead up to the GFC and then moved to a dedicated focus on listed and unlisted managed investments. Asset class experience is broad, including equities (long-only, long/short, market neutral, enhanced income), global listed infrastructure and property, alternative strategies (hedge funds, global macro, quantitative strategies), retirement solution products, private assets, and public and private debt. public and private debt strategies have been a particular focus over the last three years, reflecting growing retail and wholesale client demand. Rodney has a strong understanding of the nuances of different investment structures, including LICs/LITs, Active ETFs, SMAs/IMAs and the recently launced dual listed/unlisted structure.
Rodney has undertaken investment analysis on behalf of some of the most recognised global and domestic fund managers, including PIMCO, KKR, Neuberger Berman, Regal FM, Magellan, Metrics, Gryphon, Realm, and Moelis, to name but a few.