Our investment professionals operate effectively as a cross-border team with broad functional expertise in infrastructure equity and debt. Behind our strong relationships, global vision, and ongoing success is our team of 42 investment professionals. Whitehelm has over 50 employees in total.
Senior Investment Director
Senior Investment Director
Deputy Head of Infrastructure Debt
HEAD OF OPERATIONS
Senior Compliance Manager - Australia
Compliance Manager - UK
Compliance Officer - Australia
Administrative Officer, Compliance - Australia
Chairman and independent non-executive director
Janet has extensive business and investment experience in superannuation, investment management and professional services. As CEO of Qantas Super, Janet established and implemented industry leading governance frameworks for board, business management and investment functions, as well as rejuvenating relationships with key regulators.
Prior to Qantas Super, Janet was Principal & Practice Leader of Aon Investment Consulting in Australasia. Earlier appointments include Director of Tactical Asset Allocation at Westpac Investment Management, and senior economics roles at UBS, Macquarie Bank, Citibank and the Reserve Bank of Australia. Janet has chaired numerous industry group finance and risk committees throughout her career and champions healthy and sustainable stakeholder relationship management. Most recently she was a director of the Association of Superannuation Funds of Australia, including time as Chairman of its Policy Committee, and continues to serve on its Investment Policy Committee. Janet is Principal of JT Consult, providing strategic governance, business and investment advice.
INDEPENDENT NON-EXECUTIVE DIRECTOR
Mark has over 30 years experience in the project financing, development and operation of major infrastructure projects, including the Alice to Darwin Railway, Lane Cove Tunnel toll road in Sydney, Eastlink toll road in Melbourne and Airport Link toll road in Brisbane. Mark held various senior management positions including the General Manager Infrastructure Finance and Investments for the John Holland Group, Managing Director Asia Pacific for the NYSE listed American Electric Power Co. Inc., Director Deloitte Corporate Finance, Director County Natwest Corporate Finance and Director BZW Corporate Finance. Mark was the Project Director for the bid by Brisconnections for the Airport Link project and the interim CEO for the start up of Brisconnections.
Mark has also served as a Director of Asia Pacific Transport Corporation, Connector Motorways group, the ASX listed ConnectEast Group and the ASX listed BrisConnections Group, and has served as the Chief Executive Officer for RiverCity Motorway, which owns and operates the CLEM7 tollroad in Brisbane. Mark is also a Non-Executive Director of the ASX listed Titan Energy Services Limited, which supplies drilling, camp and catering services to the coal seam gas industry.
James is the Fidante Partners appointed director on the Whitehelm board. James joined Fidante Partners in July 2017 as Chief Operating Officer. As COO, James is responsible for the day-to-day operations of Fidante Partners and works closely with Fidante boutiques, sitting on a number of boards.
Prior to joining Fidante Partners, James worked at Bank of America Merrill Lynch (BAML) for ten years where he built out the Merrill Lynch Investment Solutions (MLIS) Alternative UCITS Platform which grew to USD 6.5bn and over 20 third party managers. James sat on the Board of MLIS and was appointed CEO of its management company. James was primarily responsible for building out the operating, risk and compliance infrastructure of the platform and ensuring the infrastructure evolved with the changing regulatory landscape. The managers on the platform covered all liquid alternative asset classes. Prior to joining BAML James trained as a chartered accountant with PwC auditing hedge funds and private equity funds. James holds a BA Hons degree in Economics.
Graham is a founding shareholder and Chief Executive of Whitehelm Capital. Graham joined the team in 1998 and started the firm’s infrastructure business at the time when private ownership of public infrastructure originated globally.
Since then Graham has led the development of the firm’s investment philosophy and its world-wide asset acquisitions and disposals. He has sat on a large number of company boards and has been instrumental in delivering improved operational and financial performance through active asset management.
Prior to joining the firm’s predecessor, Access Capital, Graham held senior roles in the Australian Federal Treasury, including the Treasury’s Chief Forecaster, and represented Australia at the International Monetary Fund in Washington DC.
CHIEF OPERATING OFFICER
Rob leads the Business Operations Group, which includes investment operations, compliance, finance, IT and HR, across both Australia and the UK.
Prior to joining Whitehelm, he worked for Fidante Partners Ltd a leading multi-boutique fund manager, which is part of Challenger Ltd group. Rob held the role of Head of Business Management & Strategy, where he was responsible for providing business services and strategic support to twelve boutique fund managers. During his eleven years at Challenger, Rob worked in senior roles across finance, analytics and strategy. Prior to this Rob worked as a chartered accountant for the Commonwealth Bank of Australia and Accenture in London.
HEAD OF INVESTMENT SOLUTIONS GROUP
As Head of Investment Solutions Group, Ross leads the Whitehelm Advisers’ investment strategy initiative, advising clients on investment strategy, and advises the firm’s Investment Committee on investment markets. Ross has extensive experience in investment markets, investment strategy, portfolio construction, risk management and manager selection.
Before joining Whitehelm, Ross spent 4 years in the Risk Management Group of the Australian Office of Financial Management (AOFM), where he focussed on credit and interest rate risk management. Prior to the AOFM, Ross worked with the Commonwealth Government (Education and Defence Departments). Ross is a member of both the investment and management committees. Ross is a regular speaker on investment markets and investment strategy.
HEAD OF AUSTRALIA AND ASIA
Saji is responsible for the infrastructure investment team in Australia, Asia, and South America, leading the firm’s infrastructure investment and management activities in the region.
Prior to joining Whitehelm, Saji has worked at Challenger since 2004 and during his time at Challenger he was appointed CEO of EMIF. He has been a member of the Challenger Infrastructure team since its inception and has been involved at a senior level in most of Challenger’s infrastructure acquisitions, particularly whilst he was based in London. Prior to Challenger, Saji worked in corporate finance roles at Deutsche Bank in Sydney and EDS in Asia, and prior to that he was a Management Consultant with Anderson Consulting.
HEAD OF INFRASTRUCTURE DEBT
Alexander Waller leads the debt investing activities for the business and has experience in debt financing, investment banking and principal investment.
Prior to joining Whitehelm, he was responsible for infrastructure debt investment origination and raising finance for infrastructure equity investments at Challenger across the span of the capital markets, joining the firm in 2007. He has led or been involved in numerous large infrastructure financings as sponsor or investor, including closed transactions for Southern Water, Thames Water, Yorkshire Water, Angel Trains, Aquasure, Coriance, Inexus, Aguas Nuevas and Heathrow Airport. He has also worked in debt financing groups at RBS and Barclays Capital.
HEAD OF INFRASTRUCTURE EQUITY - EUROPE & NORTH AMERICA
Matteo Andreoletti joined Whitehelm Capital in 2015 and leads the equity investment team in Europe and the Americas.
During his time at Whitehelm, Matteo has been actively involved in a number of investments including the acquisition of SAE, a waste to energy business in Norway and the development of strategic partnerships in digital infrastructure. He is a board member of Saren Infrastructure AS, an investment company for energy related infrastructure focused on renewables and sustainable technologies and Nest Coöperatief U.A., an investment platform for mid-stream oil storage assets.
Prior to joining Whitehelm, Matteo held roles at Macquarie, Societe Generale and Natixis, where he was actively involved in the development of private financing for major infrastructure projects in continental Europe.
Matteo holds an M.Sc. in Aerospace Engineering from the Ecole Centrale Paris and the Politecnico di Torino, and studied finance and business administration at the Collège des Ingénieurs in Paris.
HEAD OF BUSINESS DEVELOPMENT
Tom leads Whitehelm’s business development and capital raising initiatives globally. His responsibility covers Whitehelm’s key areas of investment focus including infrastructure equity, high-yield infrastructure debt and listed infrastructure.
Prior to taking on responsibility for Whitehelm’s business development efforts, Tom had over a decade’s experience as a principal infrastructure investor, with expertise in executing and managing investments across Europe, North America and Australia. This experience included leading Whitehelm’s North American origination, execution and asset management efforts.
Tom currently serves as a Director of Igasamex and has previously served on a number of other investee company boards.
Head of Risk
Justin leads the Risk Group at Whitehelm and is responsible for developing and managing investment risk management strategies and developing alternative portfolios for institutional investors. Justin’s particular fields of focus are liquidity and illiquid asset investment programs.
Justin is a Chartered Accountant, a member of the Investment Management Consultants Association and a member of the Institute of Company Directors with extensive experience in infrastructure investment, corporate finance and financial modelling together with performance analysis, reporting and asset management. Before joining Whitehelm, Justin was the Corporate Finance Executive, P&O Ports, New Jersey, USA.
Advisory Investment Committee Member
Ken is an investment professional with extensive financial markets experience spanning over 20 years. Most recently, Ken held senior positions at Blackrock, most notably as Chief Investment Officer of Equities where he was instrumental in implementing the insight-based portfolio management approach into the Fundamental Equity team. Ken was also the Head of Strategy (Scientific Active Equities) and Chairman of the Risk Management Committee also serving on Blackrock’s Executive Committee. Prior to these roles, Ken was Head of Quantitative Equities at Blackrock where he led the development of a successful team and business from an asset base of zero to $4 billion under management.
Prior to his 13 years at Blackrock, Ken was Head of Research at Mercer Australia. Ken currently serves as an independent adviser and technical adviser to a range of institutional investors including superannuation funds, charitable institutions and fund managers and is a Fellow of the Institute of Actuaries Australia.
Advisory Investment Committee Member
Warwick is a former member of the Reserve Bank of Australia Board and is internationally renowned for his contributions to global economic modelling. He has published more than 200 academic papers as well as being a regular commentator in the popular press. He has been a consultant for many international agencies and a range of governments on issues of macroeconomic policy, international trade and finance, greenhouse policy issues, global demographic change and the economic cost of pandemics.
Warwick holds the Vice Chancellor’s Chair in Public Policy in the ANU Centre for Applied Macroeconomic Analysis (CAMA). He is also an ANU Public Policy Fellow; a Fellow of the Australian Academy of Social Sciences; a Distinguished Fellow of the Asia and Pacific Policy Society; a non-resident Senior Fellow at the Brookings Institution in Washington D.C (where he is co-Director of the Climate and Energy Economics Project) and President of McKibbin Software Group Inc.
Warwick was foundation Director of the ANU Centre for Applied Macroeconomic Analysis and foundation Director of the ANU Research School of Economics. Warwick received his B.Com (Honours 1) and University Medal from University of NSW (1980) and his AM (1984) and a PhD (1986) from Harvard University.
Arqiva is a UK telecommunications company which owns and operates the UK’s terrestrial transmission network with respect to television and radio broadcast. Arqiva also provides satellite transmission services to content providers; transmission and access services to mobile network operators and public safety organisations; and smart metering services.
Miaoli Wind is a 49.8MW wind farm located in Taiwan. Its revenues are underpinned by a 15+5-year energy offtake agreement with State-owned power utility Taipower. Enercon is responsible for the O&M of the wind farm under a 15-year agreement. There is no merchant risk with full output contracted under the terms of the PPA to Taipower.
Aunor Senior Secured Bonds
Autovia del Noroeste (Aunor) operates a 62.4km motorway (RM-15) located in Murcia, Spain under a shadow toll regime. The concession for the construction and the operation of the motorway was granted by the Regional Government of Murcia in May 1999 and expires in September 2026. Aunor benefits from robust patronage with traffic currently 158% above the maximum guaranteed average daily traffic, ensuring very stable cashflows. Aunor is owned by Sacyr Concesiones (51%) and Eiser Infrastructure (49%).