Business Meeting

HEAD OF ALTERNATIVE INVESTMENTS

Mason Wheaton

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Mason Wheaton

Head of Alternative Investments

Prior to joining EQR, Mason worked for Bank of Australia’s alternative investment group, focusing on private equity and real estate origination and investment management. Mason also has experience working on all aspects of the underwriting and monitoring process for a wide range of buyout, venture capital, and real estate investments during his career in Bank of America’s principal investing division

In his spare time Mason enjoys travelling across the middle east and losing himself in the solitude of the wilderness.

E: m.wheaton@eqrsecurities.com

T: +61 2 8210 5230

A Day in the life of our Head of Alternative Investments

 

Were you involved with anything  in the past that sparked your interest in joining a company like EQR

My father worked for an investment firm and I always took an interest in what he was interested in, it naturally evolved from there, iv been around finance my entire life.

What made you decide to join our team?

EQR's extensive offering and thematically relevant approach to providing private equity, fixed income and real estate strategies, further they are one of the first firms offering a range of alternative investments to move in to the crypto arena which i believe will be very interesting over the coming decade

What is unique about your current role

Recently we have been concentrating on increasing the level of automation in day to day processes and also providing deeper insight into margin and risk numbers to the managers desks. We are always looking to evolve as a company for the benefit of our clients

If you were speaking with a graduate who was considering starting their career with EQR, what advice would you give them?

Be prepared to study hard, but with the knowledge you are surrounded by like minded people who want to see and help you grow.

In your opinion what is the best perk we offer?

Free Gym Membership

Walk us through a typical day in your life

My morning is spent looking at the portfolios we manage. Sometimes I tackle this horizontally – looking at one asset or fund, assessing it, then making changes where necessary across all clients. At other times, I take a vertical approach – going through one client’s entire portfolio and making sure it is balanced and reflects their current needs. The valuable insights of our in-house research team also make a big difference. I may also have a client meeting in the morning. In these, I update my knowledge of their financial circumstances, in case anything has changed.

Lunch is usually a snatched sandwich at my desk while I tackle my rapidly expanding inbox, unless I have a business lunch booked in with a client or company.

In the afternoons there are more client meetings, or I may have a company or fund management group coming in to talk me through their business or funds. You have to be a big sponge in this business, constantly absorbing information that may become useful in the future.

What is your favourite thing about living in Sydney

Sydney is host to a big restaurant scene, no matter what kind of food you prefer. It's nice to be able to walk out of your apartment after a busy day at work and have access to so many great cuisines.