Shareholder Analytics & Solicitation
Dan joined FIRST Advisers as a graduate in 2013 and now the Manager of our Shareholder Analytics team.
As Manager, Dan oversees all Register Analytics and Proxy Solicitation execution, and is also involved in ongoing business development and marketing. He is the primary point of contact for many clients and, in particular, his extensive Analytics and Shareholder Engagement experience means he supplies capital markets operatives, such as investment banks and brokers, vital intelligence during transactions.
Since joining the company, Dan has made significant product development contributions to enhance the value proposition of existing Shareholder Analytics services, and has been instrumental in the creation of new product lines. This includes working closely with our clients to produce market analysis reports for regular inclusion into their Board pack. He was heavily involved in the development of FIRST’s proprietary IR platform, AccessIR, and continues to be influential on its ongoing enhancement.
Other areas of expertise include tracking institutional vote instructions in advance of submission to a registry for AGMs and EGMs and retail shareholder vote solicitation during takeover bids/defences, capital raisings and proxy battles. He has recent experience working on projects for companies listed in Australia, New Zealand, Hong Kong, Malaysia, and Singapore, as well as several European jurisdictions.
Prior to joining FIRST Advisers, Dan completed an internship as a Junior Research Analyst at Rabobank. He has a Bachelor of Agricultural Economics from the University of Sydneyand a Graduate Diploma in Applied Finance from Kaplan, and is an Associate Member of Finsia.
SOMETHING YOU MIGHT NOT KNOW
Away from the office, Dan is a keen basketball player, surfer and snowboarder.