Alceon
Liquid Strategies

ABOUT ALCEON LIQUID STRATEGIES

Specialist investment manager founded in 2015 and based in Sydney, Australia

Manages the Alceon High Conviction Absolute Return Fund, a high conviction, benchmark unaware long/short equity strategy

Direct ownership and significant co-investments by the Principals of both the Fund and Alceon Group ensure strong alignment with Fund investors

ABOUT ALCEON GROUP

Alceon Group is a privately-owned, multi-strategy alternative investment manager

Established in 2010 and headquartered in Sydney, Alceon manages $1.5 billion of capital for High Net Worth and Family Office clients

Alceon’s business is led by the three founding principals - Trevor Loewensohn, Morris Symonds and Phil Green – who bring four decades of experience at the highest level of Australian and global financial markets

Alceon has over 40 staff across 4 offices in Australia, including 23 investment professionals across real estate, private equity/credit, and listed equities strategies. Alceon is owned 100% by its staff

Key facts

A$1.5 billion

funds under management

5-20%

co-investment in every fund

600+

Family office / HNW clients

23

investment professionals,
20 years average experience

17

finance, compliance &
admin team

100%

Founding partners all active in the firm

  • Private partnership structure allows long-term perspective
  • Track record of attracting and retaining investment talent
  • Independent: no outside capital / shareholder demands
  • Interests aligned with clients
  • Singular focus on investment management
  • Deep local market knowledge and relationship networks
  • Co-investment ensures alignment
  • Institutional capability with a mid-market focus
  • Rigorous proprietary research
  • Every strategy is about value
  • Opportunistic within and across cycles
  • Open and collaborative
  • Performance driven
  • Professional / collegial
  • High standards, ethics and integrity

Team

Daniel Chersky

Daniel Chersky
Principal & Portfolio Manager

Daniel is a foundation member of the Alceon investment team and led the firm’s listed and special situations investment activities since 2010, including a number of Alceon’s most successful funds investing in listed equities, corporate credit and structured finance.

Daniel founded Alceon Liquid Strategies in 2015 and his sole focus since has been on management of the Fund.

Daniel has over 17 years of relevant investment experience, with previous roles in private equity and investment banking including at JP Morgan where he focused on financial institutions M&A and capital raisings.

Daniel trained as an accountant at KPMG and holds both a Bachelor of Commerce and a Masters of Commerce (Honours) from the University of NSW, Sydney.

Adam Ritter

Adam Ritter
Principal & Portfolio Manager

Adam joined Alceon in 2016 to launch the Fund and has over 17 years of equity markets experience in both trading and funds management roles in Sydney and New York. Prior to Alceon, Adam was responsible for managing a trading book of Asian and European equities for JP Morgan in New York. Adam also worked on the trading desk at Macquarie Bank in New York.

Prior to moving offshore, Adam worked at Tyndall Investment Management (now Nikko Asset Management), a $6bn Australian value driven equity manager, where he led all equity and derivative trading in addition to stock specific research responsibilities. Adam was also an Equity Analyst at Vertex Capital and Jaguar Funds Management, both long/short equity managers.

Adam started his career as an accountant at KPMG and holds a Bachelor of Business (Honours) from the University of Technology, Sydney.

Adam Ritter

Brad Ablett
Senior Investment Analyst

Brad joined Alceon in 2019 with 7 years of relevant investment experience across funds management and equity research. Prior to joining Alceon, Brad worked at Morgan Stanley as an Equity Research Analyst in both Johannesburg and Sydney, covering a broad suite of sectors including Industrials, Healthcare and Emerging Companies.

Brad trained as a Chartered Accountant at FirstRand Bank in South Africa, where he gained experience across Investment Banking, Commercial Banking and Funds management. Brad holds a Bachelor of Commerce Accounting Science (Honours) from the University of Pretoria, South Africa, as well as being a Chartered Accountant CA (SA).

FUND STRUCTURE

Alceon Liquid Strategies is supported by the substantial resources of the Alceon Group and top tier, independent service providers

Investment Team

Joint Venture

Alceon Group

Investment Manager

Alceon Liquid Strategies Pty Ltd

Fund

Alceon High Conviction Absolute Return Fund

Prime Broker
& Custodian

Credit Suisse

External Fund
Admin/Registry

Unity Fund Services

One Registry Services

Legal Counsel/
Compliance

Walter Baden

King Irving

Auditor/
Tax agent

EY

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