An Expert Team.  

Our multi-disciplinary team draw from their diverse backgrounds and extensive deal experience to ensure transactions are sourced, evaluated and executed in an effective and thorough manner.  We are committed to offering our investors a professional and personalised service.   

DAVID KAYE – Chief Executive Officer

David graduated from Oxford with a degree in law and was called to the Bar in 2000. He practised as a barrister at a leading London set of chambers for five years, specialising in advising on a range of complex commercial legal issues with a particular focus on financial investments and real estate. He joined Shore Capital in January 2006 as Deputy General Counsel and in 2011 became Commercial Director and General Counsel for Shore Capital Group Limited.

In 2012 David was appointed CEO of the asset management division of Shore Capital and Puma Investments.

SAM MCARTHUR - Chief Operating Officer

Sam McArthur joined Puma in January 2015 as Chief Operating Officer. Prior to joining Puma, he was Managing Director of a multi-site wholesale and distribution business. Sam began his career at KBC Financial Products where he was responsible for European origination and structuring in the fund linked products business. Sam graduated with a first from the University of Birmingham and with distinction from ESCP Europe.

 

PAUL FROST – Chief Financial Officer

Paul qualified as a Chartered Accountant in 2003, having graduated from Oxford University in 2000.  He joined Shore Capital in September 2014 as Finance Director with responsibility for the financial oversight of the business, monitoring of business processes and controls, and financial review of investment opportunities.

Prior to joining Shore, Paul focused on the UK commercial property market through roles at BDO, SEGRO plc and Capita Real Estate.

 

TARINEE PANDEY – Group Head of HR

Tarinee joined the Shore Capital Group in 2011 to head up the HR function.  Prior to joining, she spent 6 years at Financial Dynamics (now FTI Consulting) working across the group with a broad remit both within the UK and across 26 offices internationally.  She also spent some time in the Executive Search sector and worked briefly for the NHS.  Tarinee graduated from Warwick with a degree in Psychology and also has an MA in Personnel & Development.  She is fully CIPD qualified and a member of the Chartered Institute of Personnel and Development. 

 

ELLIOT STEVENS – Group General Counsel

Elliot joined Shore Capital in 2013 as Group General Counsel.  Elliot began his career at Linklaters before joining Akin Gump Strauss Hauer & Feld, a leading US law firm. At Akin Gump, he specialized in investment funds, working with and advising investment management firms across a broad spectrum of asset classes, particularly private equity, hedge funds and fund of funds. Elliot is responsible for legal matters across the group’s various divisions and leads the legal process of fund-raisings. Elliot has broad experience across the asset management and financial services industries, gained both in private practice and in the industry. Elliot graduated a degree in law from Jesus College, Oxford.

 

JUSTIN WAINE – Investment Director

Justin Waine joined Puma Investments in June 2014 as an Investment Director. He is responsible for the Puma AIM IHT Portfolio Service, which seeks to mitigate inheritance tax through investing in a portfolio of AIM listed equities. In 2003, Justin joined Polar Capital Partners as a fund Manager on its European Funds. This included managing a significant portion of the award-winning European Forager Fund; an absolute return fund focused on Pan-European small and mid-sized companies. Prior to that he worked at Cazenove & Co as a sell side research analyst responsible for small and mid-sized companies. He has sixteen years’ experience of analyzing small and mid-sized companies.

 

REBECCA CARR – Investment Analyst

Rebecca joined Puma Investments in 2012 and has over six years’ experience of working in the tax-efficient investment arena. Rebecca began her career with Puma in Business Development, helping to manage a number of key adviser and client relationships, and brings with her knowledge of working in a variety of business sectors.

Rebecca graduated from the University of East Anglia with a degree in English Literature, went on to complete an MA in Modern English Studies & The Arts with Distinction at Northampton University, and holds the CFA UK Level 4 Certificate in Investment Management. 

RUPERT WEST – Managing Director

Rupert is Co-head of the Puma Private Equity team, and has over ten years of VCT/EIS investment experience. Rupert joined Shore Capital’s Principal Finance function in 2008 after working as a securitisation structure at Barclays Capital on the Eclipse CMBS conduit. Rupert is responsible for sourcing and leading investments across the UK for Puma’s range of tax-efficient products, and also heads up the Puma EIS service, where he is responsible for negotiating with third party management teams and devising investment strategies.  Rupert read Philosophy and Economics at the University of Bristol whilst sponsored by Arthur Andersen, before completing an MSc in Globalisation & International Policy Analysis.

KELVIN READER – Investment Manager

Kelvin joined Puma Investments from Station 12, where he was Principal, and has over nine years’ experience in private equity focusing on earlier stage companies. He has also worked for a specialist media investor and the venture capital arm of Richemont.

Kelvin qualified as a Chartered Accountant with PwC.

 

HARRIET ROSETHORN – Investment Manager

Harriet joined Puma Investments in 2017 having spent four years working in investment banking, most recently as an Associate at GP Bullhound and as an Analyst at Results International prior to this. Harriet graduated from the University of Southampton, where she studied Chemistry.

JONATHAN WYLES, CFA - Investment Manager

Jonathan joined Puma Investments in 2018 as an Investment Manager in the SME Investment Team.  He previously worked for Wells Fargo Asset Management as a Portfolio Manager. While Jonathan was at Wells Fargo, he focused on European Credit products. He has also previously held positions at ABN AMRO and Gulf International Bank. 

Jonathan holds an MBA with distinction from Cass Business School in London, an MSc in Finance from the University of Reading, and an undergraduate degree in Geology from the University of Bristol.

BEN LESLIE - Investment Executive

Ben previously worked in the Transactions Services team at Deloitte with a Consumer & Industrial Products sector focus. Ben is a qualified accountant and a member of the Institute of Chartered Accountants of Scotland.  

Ben studied at the University of Edinburgh with a degree in Economics.

HENRI SONGEUR – Investment Partnerships

Henri joined Puma Investments in 2017, and began his career as an Investment Executive at Orchid Partners, a company specialising in venture and seed capital. After a few years managing companies in their portfolio, he moved to Fidelity Information Services before his most recent role at IW Capital Ltd. During this role, he specialised in managing deal origination and the project pipeline. 

Henri holds a Masters in Mathematics and Economics from Edinburgh, as well as a triple LL.m degree in Law and Economics from the Universities of Rotterdam.

DAVID KAYE – Chief Executive Officer

David graduated from Oxford with a degree in law and was called to the Bar in 2000. He practised as a barrister at a leading London set of chambers for five years, specialising in advising on a range of complex commercial legal issues with a particular focus on financial investments and real estate. He joined Shore Capital in January 2006 as Deputy General Counsel and in 2011 became Commercial Director and General Counsel for Shore Capital Group Limited.

In 2012 David was appointed CEO of the asset management division of Shore Capital and Puma Investments.

TONY THROP - DIRECTOR

Prior to joining Puma Investments in 2012, Tony spent several years at PriceWaterhouseCoopers in both the Debt Advisory and Corporate Finance team where he advised on over $20 billion of transactions, including the debt restructuring of Rusal, Samsonite and Fat Face. Tony then joined the M&A division at RBS where he worked across a variety of sectors including retail, telecoms and utilities. Tony graduated with a first in Chemical Engineering from the University of Birmingham.

 

KEVIN DAVIDSON – Managing Director

Kevin brings more than 30 years’ lending experience and joins us after spending four years at Aeriance Investments, where he was an Executive Director and lead originator for their real estate debt platform. Prior to Aeriance, Kevin worked in a number of real estate finance roles at Situs, Deutsche Pfandbriefbank, JP Morgan, Deutsche Bank and Nationwide.

ELIOT KAYE – Managing Director

Eliot is a director of Puma Investments and Shore Capital Limited.  He joined Shore Capital in 2006 following seven years at leading city law firm Berwin Leighton Paisner LLP where he advised on a substantial number of M&A and private equity deals, and was short-listed as a nominee for the Associate of the Year Award at the Legal Week Awards.  Eliot has been involved in the management of all of the Puma VCTs, and has also been involved in the management of The Puma (II) Fund and St Peter Port Capital Limited.  He is ultimately responsible for the analysis, execution and monitoring of the funds’ portfolios of investments and represents the funds with investee companies.  He is a member of the VCT Committee of the Association of Investment Companies, has represented the industry to HM Treasury and HMRC and is a regular writer and speaker on tax efficient investing.

 

TOM WALSH - Head of Risk

Tom has been involved in Commercial Real Estate finance for over 25 years, both from an origination and a credit risk background. His most recent role was with Hudson Advisors UK as Head of Loan Asset Management where he had lead responsibility for the management and recovery of a large debt portfolio acquired by Lone Star from Anglo Irish Bank UK.  Prior to this role, Tom was Head of Credit Risk at Anglo Irish Bank UK for 7 years.

PAUL O'KANE – Senior Manager

Paul joined Puma Investments in 2017 as an Investment Manager, and has over 15 years’ experience working in finance. He spent four years at KPMG in their Corporate Finance Department before moving into banking and focussing on Real Estate Lending. Paul has also worked at Anglo Irish Bank and Lloyds Bank where he primarily focussed on the restructure of non performing facilities of £100m+. Following his time in restructuring, Paul moved into the Lloyds Bank Leveraged Finance Team, before being asked to join a mezzanine finance fund in 2015, focusing on residential development funding in London and the south east of England.

Paul is a qualified Chartered Accountant and has a Masters with distinction in Finance. He also graduated from the University of Nottingham with a Bachelor’s Degree in Mathematics with Engineering.

SARAH MILNE - Associate

Prior to joining Puma Investments, Sarah was an Assistant Director at The Property Box Loan Company PLC.

Sarah graduated from the Leeds Metropolitan University in 2013, where she studied Human Geography. She has also represented Great Britain playing badminton.

PAUL MURPHY - Associate

Paul joined Puma Investments from Lendinvest where he worked as a Senior Financial Analyst for 2 years.  Prior to this, he was a consultant in PwC’s actuarial department where he spent four and a half years.

Paul graduated from the University of Manchester in 2011, where he studied Mathematics.

LLANI RAINEY - Associate

Llani joined Puma Investments from United Trust Bank, having worked as a Case Manager within the Property Development team. Prior to this, he worked as a Corporate Analyst for a small portfolio of property-focused clients in the investment and development space at the Commonwealth Bank of Australia. He also held a similar role with the Bank of New Zealand, based in Auckland.

Llani graduated with both a Bachelor of Science, majoring in Statistics, and a Bachelor of Property, specialising in Property Finance, from the University of Auckland.

 

MERT ZABCI - Associate

Prior to joining Puma Property Finance, Mert was an Investment Manager in the Commercial Team at Octopus Real Estate before which he was a Relationship Director and an Originator in the Real Estate Finance Private Equity team at RBS.

Mert is a RICS Chartered Surveyor who qualified while working at BNP Paribas Real Estate. He has an MSc in Real Estate from Reading University and obtained a BSc in Economics and Politics from the London School of Economics.

ROCCO VERSACE - PORTFOLIO MANAGER

Prior to joining Puma Property Finance, Rocco worked for Anacott Capital where he assisted in sourcing, underwriting and structuring both investment and development transactions. More recently, Rocco worked for Avamore Capital where he was involved in origination, underwriting and loan monitoring. Rocco joined Avamore at its inception and helped the principals to build a £40m loan book in less than two years. Rocco graduated from Regent’s University London, where he studied Global Banking and Finance.

PAUL FROST – Chief Financial Officer

Paul qualified as a Chartered Accountant in 2003, having graduated from Oxford University in 2000.  He joined Shore Capital in September 2014 as Finance Director with responsibility for the financial oversight of the business, monitoring of business processes and controls, and financial review of investment opportunities.

Prior to joining Shore, Paul focused on the UK commercial property market through roles at BDO, SEGRO plc and Capita Real Estate.

 

MARCUS BETHEL - Finance Business Partner

Marcus oversees the operational finance processes on real estate loans and projects managed by Puma Property Finance, from origination through to redemption. He joined Puma Investments in 2016 after qualifying as a Chartered Accountant having trained at a top 50 audit and accountancy firm in London, specialising in real estate and financial services sectors. He graduated from the University of Exeter in 2013 with a degree in Economics & Finance.

CHRIS PSATHAS - Deputy General Counsel

Chris advises the Shore Capital Group on its real estate development and investment debt facilities, with particular focus on assisting the asset management arm on the financing of its commercial and residential portfolios in Germany, and various entities managed by Shore Capital Group on real estate-backed investments in the UK. Prior to joining Shore Capital, Chris trained at Clifford Chance LLP, where he qualified into the Banking & Finance Department in 2011. Chris has a wide range of experience working on leveraged finance transactions, with particular focus on real estate finance.

 

ISABELA CASTRO - Group Legal Counsel

Isabela joined Puma Property Finance from Linklaters, where she was an Associate in their banking team. During her five years at Linklaters, she completed secondments at HSBC Bank plc and BP plc, as well as the firm’s Singapore office. Isabela graduated from University College London with a degree in Law with Italian Law.

CHARLIE THORNE - Group Legal Counsel

Charlie joined Puma Property Finance from Jones Day where she worked as an Associate in the Banking and Finance Group. She has experience acting for commercial banks, private equity funds and private companies on both investment and development loans, principally in the real estate sector. Prior to graduating from BPP Law School in London, Charlie studied Geography at the University of Cambridge.

ANDY BURT - Head of Business Development

 079 7040 3988

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Andy joined Puma Investments in 2018 as Head of Business Development and is based in London.

Most recently, Andy was a Regional Sales Director at Octopus Investments, where he led a team of business development managers and was responsible for business development across London and Southern England. 

With almost 20 years of financial services experience, Andy began his career at Allianz Global Investors before moving to WestLB Investment Bank. He qualified with a BSc (Hons) in Statistical Science from City University Business School and holds the Investment Management Certificate and Investment Administration Qualification.

KAREN SULLIVAN - Head of Strategic Partnerships

 077 1409 7709

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Karen joined Puma Investments as Head of Strategic Partnerships in 2019. She spent three years as Head of Strategic Partnerships at Time Investments having moved to TIME from Octopus Investments where she managed Strategic Partnership relationships as part of a wider team.  

Prior to this, she spent 13 years with Canada Life across various teams before moving into the Distribution Division looking after National Accounts.  Karen started working life on the management training programme with the John Lewis Partnership based in Oxford Street before she moved away from retail into the financial services sector. 

Having achieved full FPC qualification when at Canada Life, Karen went on to achieve Level 4 qualification in 2014.

ROB BICKERSTAFFE - Senior Business Development Manager

 079 6631 6225

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Rob joined Puma Investments in 2016 as Senior Business Development Manager for the North of England and is based in Manchester.

Most recently, Rob was an Investment Manager in the Client Relationship Team at Ingenious Investments with responsibility for all EIS and BPR Sales & Marketing activity across the North West.

Rob has over 20 years’ financial services experience, having worked at Coutts & Co and Barclays Wealth as a Private Banker and Wealth Manager. He is a Member of the Chartered Institute for Securities & Investment and holds a variety of Investment & Financial Planning qualifications from both the CISI & CII.

ANDREW DERRINGTON – Senior Business Development Manager

 078 5527 6529

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Andrew joined Puma Investments in 2016 and is permanently based in Scotland.

Previously he was Business Development Manager for the West of Scotland at Octopus Investments. Prior to that Andrew worked for Ingenious Investments and Future Capital Partners, distributing products into the UK Intermediary Market. Andrew is a qualified chartered accountant.

JUSTIN ELMES - Senior Business Development Manager

 077 1409 7819

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Justin joined Puma Investments in 2016 as a Senior Business Development Manager.

Justin was responsible for all sales and marketing activity in the South West for Ingenious Investments’ EIS and Business Relief products. He also spent a number of years at Octopus Investments and prior to that the ECU Group Plc, where he was responsible for establishing and developing relationships with financial advisers and their clients.

NADIA HALILA - Senior Business Development Manager

 079 7617 2414

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Nadia joined Puma Investments in 2016 as a Business Development Manager. 

Nadia spent the previous 4 years at Octopus Investments. Nadia focused on the South East region in her previous role with a particular specialism in Inheritance Tax products.

Nadia is a qualified Financial Planner and graduated from the University of Reading with a degree in Economics.

MATT HONOUR - Business Development Manager

 077 1409 7828

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Matt is the Business Development Manager for the South West and brings with him over 20 years industry experience.

Matt joined Puma Investments from Charles Stanley, where he was an Asset Management Specialist covering the South of the country. Prior to that he spent nearly fours years at Morningstar Investment Management, promoting their Managed Portfolio Services to advisers across the South West and Wales.

CHARLIE STOOP – Business Development Manager

 078 6614 8427

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Charlie joined Puma Investments as a Business Development Manager from Octopus Investments where he spent just over 4 years working in both their Investment and Property team. Charlie has previously worked at G2 Healthcare Resourcing as a Consultant.

He obtained a BSc Honours Degree in Business Economics & Finance from Loughborough University.

 

SOPHIE WELTON - Business Development Manager

 077 2520 8044

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Sophie joined Puma Investments in 2019 as Business Development Manager for the Midlands.

Most recently Sophie was a Wealth Development Consultant for Vitality Invest, and prior to this she worked as an Account Manager at Aviva for over 10 years, working in the Platform arena. Sophie has previously been a Financial Adviser and is Level 4 Diploma qualified.

 

DOMINIC CARBERRY- Internal Business Development Manager

 020 7468 7961

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Dominic joined Puma in 2018 from Kuber Ventures, where he was a Client Services Manager. He has also has gained work experience with Cantillon and Ash Mill Developments.

Dominic graduated from the University of Exeter with a degree in Economics.

HUGO CHAMBERS - Internal Business Development Manager

 020 7648 7982

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Hugo joined the Business Development Team in 2019 from Logan Sinclair Search, where he was responsible for recruiting across Product, Marketing, Sales & Investments in the Asset Management sector. Prior to this, Hugo also completed internships at Hermes Investment Management and Cerno Capital.

Hugo graduated from the University of Exeter in 2017, where he studied Philosophy.

 

MEGAN DEMPSTER - Internal Business Development Manager

 020 7468 7976

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Megan joined Puma Investments from Hays Recruitment, where she recruited for various roles within Investment Management firms in London. Megan graduated from the University of Bath in 2017, where she studied Psychology.

 

LEWIS KILMINSTER - Internal Business Development Manager

 020 7079 1685

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Lewis joined Puma Investments as an Internal Business Development Manager. Previously, Lewis worked at Thomson Keene, where he was a Recruitment Consultant within the financial sector for three years.

Lewis gained a degree in Economics and Politics at the University of Manchester.

 

FARIDA NURBHAI - Internal Business Development Manager

 020 7648 7983

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Farida joined Puma Investments from LGBR Capital, where she was a Business Development Manager in tax-efficient investing. Prior to this she worked at The Ingenious Group on an Internship.

Farida graduated from the School of Oriental African Studies, University of London (SOAS), where she studied BSc Economics.