Clavell Capital Limited
David Belcher AFInstD
David was elected a member of the Auckland Stock Exchange in 1981, initially as a partner of Bidwill Wakeman and Paine which became Paine Belcher Limited in 1984. On 4 June 2003 David became a foundation NZX broker after the corporatisation of the New Zealand Stock Exchange.
David is widely experienced in the areas of mergers and acquisitions, capital raising, sharemarket listing and corporate restructuring, both in New Zealand and overseas markets, having led transactions from approx. $10 million to over $750 million dollars. He has also acted as lead manager in over 25 IPOs on the New Zealand Stock Exchange.
David has also had experience in monitoring both listed and unlisted companies and was Executive Chairman of The New Zealand Wine Fund Limited and Vavasour Wines Limited from formation in 2002 until 2007. He is currently Chairman of RocPac Limited and a Director of Parents Inc. David has been a Director of numerous other listed and private companies. He is an Accredited Fellow of the Institute of Directors in New Zealand.
John Brabazon BCom, AFInstD, FFin, ACA
John’s professional qualifications include: a Bachelor of Commerce from The University of Auckland; an Accredited Fellow of the Institute of Directors in New Zealand; a Fellow of the Financial Services Institute of Australasia; and an Associate Chartered Accountant of the New Zealand Institute of Chartered Accountants.
His background includes investment banking at Banque Indosuez, Brierley Investments and Bancorp. Currently he is a director of Auckland International Airport Limited (New Zealand s fourth largest listed public company) and Chairman of Kern River Oil Corporation in the United States. He has been a director of numerous private and listed companies.
He has had involvement in all aspects of mergers, acquisitions, capital raisings and Due Diligence over a broad range of industries, leading Due Diligence assignments in New Zealand and internationally for over 25 years.
Charles Belcher BCom, BProp
Charles joined Clavell in late 2007 after graduating with a Bachelor of Commerce and a Bachelor of Property from The University of Auckland. In 2008 he completed an internship at the Maxim Institute’s Centre for Tomorrow’s Leaders.
Charles has worked on wide range of transactions including as lead and co-lead on a number of significant projects.
In June 2014 Charles accepted the role of Chief Financial Officer for a large hospitality group, The Better Bar Company, which has subsequently been acquired by the listed company, Veritas Group.
Charles rejoined Clavell in late 2015.
Trevor Kerr B Com, ACA, ACIS, AFInstD
CONSULTANT / SENIOR ASSOCIATE
Trevor was an Executive Director of Clavell Capital Limited from 1994 to 2007. Trevor has significant transactional, operational, restructuring and corporate monitoring experience.
Prior to joining Clavell Trevor had wide executive experience, including a period as an operations executive with Brierley Investments Limited and as Managing Director and CEO of Skellerup Industries Limited.
Trevor was formerly a director of Ng i Tahu Holdings and Taylors Dry Cleaning and Lane Walker Industries and maintains strong links to his South Island heritage.
Trevor is currently Chairman of Cerebos Australia Pty Limited, Cerebos-Gregg s New Zealand Limited and Dominion Salt Limited. Trevor is also a director of AMI Insurance Limited and a number of other New Zealand companies.
Nick Houghton BCom
Nick completed his qualification with a Bachelor of Commerce majoring in Finance and a Diploma in Languages majoring in Spanish at the University of Otago. Nick also graduated from the Venn Foundation Internship program in early 2014.
Nick manages his own property portfolio, and has work experience in commercial property at CBRE, and in the construction sector for Hawkins Construction.
Nick is involved in all aspects of the investment process, including due diligence, financial analysis and deal execution.
Zac Wu BBus
Zac holds Bachelor of Business with Honours majoring in Finance at the Auckland University of Technology (AUT). Being fluent in English and Mandarin, he has strong insight into both New Zealand and Chinese business culture.
Zac is a winner of numerous awards including: Chartered Financial Analyst Global Research; Competition (2012 NZ Final); CFA University Examination Scholarship; and Sir Peter Blake Trust Leadership. In 2013 he represented New Zealand in financial modeling at the CFA Global Research Competition held in Malaysia.
Zac has work experience in private equity and chartered accounting.
Prior to joining Clavell Capital in 1996 Joanne had previously worked with the New Zealand Development Finance Corporation and PricewaterhouseCoopers in New Zealand and Citicorp Investment in the USA, in both administration and analytical/research roles.
Joanne undertakes a project management and analytical role for Clavell Capital mandates as well as overseeing the administration and corporate compliance/governance of the company.