I have spent more than a decade reading how systems fail and positioning around the alternatives. It started with Bitcoin in 2013, when concentrating trust in central institutions looked like a structural fragility rather than a feature. The same lens now runs across chips, photonics, decentralized intelligence, bioelectricity, and physical supply chains.

I tend to develop over-arching theses and invest in projects and protocols that are well positioned to ride on their coat-tails. Interconnects and power underneath the AI trade. Neutrality and privacy underneath the intelligence race. Morphogenetic signaling underneath biology. I try to catch that layer while it’s still early and write down what I see.

I began my career in investment banking as an equity analyst, which gave me a deep grounding in financial analysis, valuation and markets. I subsequently moved to New York, where I led insights and analytics at Diageo, developing an operator’s perspective on strategy, consumer insights and commercial decision-making. Investing remained the consistent thread throughout my career: I began backing emerging alternative managers in 2016 and, since 2020, have managed a private portfolio across funds and direct investments.

Based in Sydney.