OAFIT Team

OUR TEAM

Oceana is a fully integrated funds management platform offering funding and partnership opportunities across a range of asset classes.

Founder & CEO

We value talent and experience from all backgrounds and sectors. Our belief in the value of partnership extends to our people.

Our team shares in our success and are aligned with our performance.

If you are interested in a career with Oceana please get in touch.

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  • OAFIT

OAFIT PRINCIPALS & ADVISORY

Oceana Funds has a skilled and passionate team with experience in the relevant areas of credit, corporate and structured finance, property, operations, sales and IT.

This is complemented by extensive credit and receivables portfolio management experience with corporate governance and oversight supported by independent Fund Manager Board and Credit Committee representation.

We originate eligible receivables assets, apply a rigorous credit assessment, and utilise proprietary systems and operational infrastructure which we believe to be best of breed. Our highly experienced leadership team works to a single goal of creating a unique and superior fixed income product.

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ADVISORY

John (JT) ThomasOAM. KSS.

Chairman & Non-Executive Director (Independent)
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Mr Thomas has been involved in banking, finance, and funds management activities for over 40 years. After initial training with a major bank, a building society and then a credit union, JT joined the Howard Group in 1987, where he began managing the Howard Mortgage Trust. By the time JT left Howard’s 17 years later, the fund had grown to a little under $3Billion to be the largest and best performing fund in its category.

Mr Thomas is also Chairman of the Credit and Investment Committee of FC Funds Management

Daniel Weinberg

Adviser to the Manager (Independent)
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Mr Weinberg has over 25 years’ experience in financial technology as a Senior Partner and Head of Corporate Strategy for Optiver APAC, a global proprietary trading company utilising systems and technology developed entirely in-house. Currently Mr Weinberg is a member of the Optiver Global Foundation board.

Mr Weinberg is a member of the Derivatives advisory committee for the Hong Kong, Singapore, and Korean Exchanges and an advisor to Oceana in the promotion of the Trust.

PRINCIPALS

David Lewis

CEO & Founder
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A structured finance specialist, Mr Lewis has spent more than two decades in the industry, launching Oceana Investments (Asia) Limited in 2014, he has overseen the growth of Oceana Funds’ flagship Oceana Australian Fixed Income Trust (“OAFIT”), creating one of Australia’s best performing fixed-income investment vehicles since 2016.

Since inception OAFIT has placed more than $1.5bn of medium-term Notes with wholesale and sophisticated investors. Mr Lewis also co-founded Oceana Property Partners in 2021 and has since completed the funding and acquisition of its founder assets.

Mr Lewis believes in structuring, partnership, risk management, and takes a ‘best-of-breed’ approach to all Oceana's strategic endeavours. Previously he was Executive Director of Oceana Investments (Asia) Limited, responsible for the management of a structured credit and direct equity investment portfolio focused on the consumer and technology sectors. Mr Lewis spent five years at Investec Bank in the UK within the structured finance division and earned an MBA from ESADE Business School in Barcelona, Spain. He has a Finance and Operations Management (minoring in Economics) Degree from the University of Massachusetts, Amherst (cum laude) and is a member of the Credit and Investment Committee of FC Funds Management Pty Ltd and a Non-Executive Director of FC Capital Holdings Pty Ltd. He is also an observer to the board of Finstro Holdings LLC.

Gary Segal

COO I General Counsel
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Sydney-based banking and finance specialist Gary Segal joins Oceana Funds as COO and General Counsel, bringing more than 17 years of industry experience to the role. He joins us from HSBC Bank Australia Limited where he was formerly Head of Wholesale Legal covering HSBC’s global banking, commercial banking and global markets businesses.

A specialist in corporate finance, Mr Segal has extensive experience in cross border (syndicated, club and bilateral) acquisition and general corporate facilities, distressed debt transactions as well as corporate and real estate acquisition financing. He also has broad M&A and structuring/company secretarial experience including setting up structures for investment syndicates.

Mr Segal will be primarily responsible for overseeing, managing and developing the legal function at Oceana Funds.

A graduate of the University of NSW, Mr Segal holds a Bachelor of Laws (graduating with a distinction average) and Bachelor of Commerce majoring in finance and IT.

Mr Segal was recognised as one of Australia’s rising stars on the Legal 500 GC Powerlist in 2019.

OPERATIONAL

Kevin Wong

Chief Financial Officer
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Mr Wong joined Oceana in 2016 and has held the role of CFO since 2019. In the role of Chief Financial Officer, Mr Wong is responsible for all the accounting and financial work for the business and underlying funds, working closely with our audit partners for the relevant entities. Previous roles include working for PwC in Australia and Malaysia with over six years of experience in providing audit services to clients in the property and asset management industry.

Mr Wong is a Certified Practicing Accountant (CPA).

Sean Robertson

Compliance Advisor
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Mr Robertson was a partner and head of the financial services team at McCullough Robertson for 14 years prior to joining Oceana.
With over 25 years' experience as a financial services lawyer, Mr Robertson's focus is on managed investments and financial services.

Co-authoring 'A Practical Guide to Managed Investments' published by the Law Book Company (now in its third edition), Mr Robertson regularly lectures on compliance with the Corporations Act 2001 and financial services.

Bridgette Meyer

Executive Assistant
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Ms Meyer is an experienced Executive Assistant with a background in investment banking, M&A, private wealth and financial exchanges. Bridgette has 10 years of experience working with high profile executives in financial services and luxury FMCG.

Her previous roles include Executive Assistant at Goldman Sachs working across M&A and FIG transactions with Australia’s largest institutions. Bridgette also worked on launching CBOE Australia’s (previously Chi-X) EFT Market with AUM of $3.5 billion. Responsible for executive support, project management and implementation.

Christian Brehm

Chief Executive Officer - FC Capital
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Mr Brehm brings over 12 years of experience within financial advisory, infrastructure, real estate funds management, investment banking, and structured finance. In the role of CEO - FC Capital, Mr Brehm is responsible for executing a range of large-scale cross border transactions in different asset classes including property, infrastructure, derivatives, and private equity.

Mr Brehm previously held roles at KPMG, SMBC, and Deutsche Bank.

Payal Mahindroo

General Counsel – FC Capital
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Ms Mahindroo is a senior lawyer with over 15 years’ experience working mainly at international law firms (including Norton Rose and Ashurst) and in-house at Westpac, prior to joining FC Capital. She specialises in advisory and transactional work for international and domestic clients across a broad range of industry sectors, having particular expertise in mergers and acquisitions (regulated and unregulated, cross-border and domestic), equity capital markets, infrastructure and resources projects, capital management and restructuring transactions, commercial agreements and general corporate/commercial advisory.

Damian Speziali

Executive Director, Private Markets - FC Capital
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Mr Speziali has nearly 20 years’ experience in banking and debt advisory, included senior originations, relationship management and distressed debt roles with Lloyds, FIIG Securities, and Westpac Institutional Bank.

Mr Speziali has successfully financed in excess of $1bn of debt across Corporate, Acquisition Finance, and specialized Property transactions.

Saurabh Sharma

Executive Director of Fintech - FC Capital
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Mr Sharma has over 18 years of experience as a Business Technology Executive, with demonstrated leadership success in mergers and acquisitions integration, identifying capability-enhancement opportunities, developing corporate-aligned strategies, orchestrating business growth and cost savings through metrics-integrated strategic transformation (business and technology) programs.

Claire Vuong

Associate Director, Private Markets - FC Capital
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Ms Vuong has over eight years’ experience in debt and equity investments, funds management and corporate finance with a focus on private markets and real assets. She is a CFA charterholder and holds a master’s degree in analytics. Prior to joining FC Capital, she worked at Deloitte modelling, Qualitas and Healthscope.

Kevin Cheng

Senior Manager Corporate Finance – FC Capital
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Mr Cheng joined FC Capital in 2012 and had more than 8 years experience in corporate finance, extensively involved with numerous mergers and acquisition transactions, corporate finance projects, financial modeling, statistical data analysis and risk management. Currently Mr Cheng is involved in the management of FC’s corporate investment portfolio and involved in the company’s corporate finance transactions.

Alexi Gianniotis

Associate
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Mr Gianniotis has over 3 years of experience in numerous facets of the finance industry which includes multi-asset portfolio management, private equity, capital transactions, and commercial banking. He has previously worked for Mercy Super, Vitae Capital, Queensland Investment Corporation (QIC), and Westpac. Alongside this, Alexi graduated from The University of Queensland (UQ) where he completed a dual bachelor's degree in economics and commerce (majored in international trade and finance).

Currently, Alexi holds an associate position in the private credit team at FC Capital. In this role he executes the end-to-end process of private credit transactions.

Shaun Swinton

Head of Lending Operations - Finstro
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Mr Swinton has over 20 years of small business credit risk management experience, ranging from vendor programs to major banks.

As Head of Lending Operations - Finstro, Mr Swinton is responsible for FCFM’s credit and lending operations team and a member of the Credit Committee of FC Funds Management.

Joanna Polles

CEO Business Support – Finstro
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Ms Polles is a governance professional with 12 years of experience in various corporate governance roles across funds management, asset management and education industries. She provides corporate governance, compliance and legal support to the business.