P.A.C. CAPITAL’s Key Personnel
Head of Investments – Responsible Manager
Head of Investments (HOI) role is to review all investment decisions and portfolio allocations. Clayton specialises in Macro global asset allocations and reviews positions and metrics around the Funds.
This includes all specific metrics that portfolio managers review, such as Sharpe Ratio, Beta, correlations.
Chief Investment officer
CIO’s roles is to review the specific investments and focus on the micro analysis. While the HOI specialises in the macro approach to portfolios, CIO specialises in fund manager and stock specific analysis to determine if this best fits into the PAC Portfolios. The screening process that CIO undertakes is extensive, such as ROE, EPS, Net Debt/Equity etc.
Chief Financial Officer
Chief Financial Office (CFO) role is to monitor the financial transactions and services operation of PAC Capital.
The CFO has a specific experience and specialising in Asset Backed Securities (ABS), which form the PAC Real Fixed Income fund.
Legal and Compliance
Legal and Compliance have the responsibility to ensure PIVOT Wealth Management (PWM) comply with all AFSL responsibilities.
They monitor positions and ensure we align with Fund allocations and restrictions as outlined in the PDS for each fund.
Distribution is an important role and responsibility. The main focus is the Financial planning industry and proving the FP with all the resources needed to add PAC to their allocations and part of their process.
Zac brings a fresh perspective to the finance industry. He is passionate about people and helping bring about the best results for clients.
Zac is part of the investment strategy team and assists in undertaking macro-economy, equity and fund research. As well as this, Zac tirelessly monitors portfolios to ensure risk and return characteristics are line with client mandates.
Zac has studied a Bachelor of Commerce (Liberal Studies) from The University of Sydney, majoring in Finance and Philosophy
Master of Commerce (SydUni)
Zoe has got a master’s degree in commerce specialising in finance and banking, RG 146 Certification, also completing a Graduate Diploma of Financial Planning
She is working closely with Senior Advisers to drive the plan development, delivery, implementation and ongoing review processes behind the strategy services
She has started her career as a tax and financial planning officer in an accounting firm, followed by a client service role in Bridges (Part of the IOOF group)
Her administration and client servicing experiences help her provide customised services to meet your needs
She uses her clear-thinking skills and outstanding communicating abilities to assist you with achieving your financial goals. Always open-minded and willing to face challenges.