A diversity of professionalS
Kelvin Flynn is the Managing Director of Harvis, responsible for the origination, identification, structuring and management of investment opportunities and the firm’s strategic direction.
With a career spanning 28 years, Kelvin returned from Asia in 2009 to establish a leading Australian specialist alternative funds manager, culminating in the success of Sirona Capital which held a real estate pipeline in excess of $2 billion.
During that time Kelvin was appointed by global private equity firm Blackstone to formulate and implement a turnaround of National Lifestyle Villages (NLV), a leading provider of affordable housing for seniors. Kelvin was appointed as Acting CEO in October 2017 and the successful turnaround of the business resulted in a sale to GIC backed Serenitas in mid-2018.
In 2018 Sirona Capital was restructured, Kelvin spring boarding with his team and investment portfolio into newly formed Harvis to focus on key investment themes within real estate, agriculture and infrastructure in Western Australia. Harvis is focused on deploying capital in these sectors through a combination of structured finance, senior lending and equity investment.
Kelvin has a successful track record of lending and investing significant debt and equity capital in distressed and special situations and, prior to that, acting as an interim manager and adviser to multinational corporations and their stakeholders in complex workouts and restructurings across the Asia Pacific region.
Kelvin held the role of Executive Director / Vice President with the Asian Special Situations Group of Goldman Sachs, part of a proprietary balance sheet investing arm with over US$4 billion under management. Prior to that, Kelvin was Managing Director of Alvarez & Marsal in Asia, a leading global advisor in performance improvement, turnaround management and business advisory.
Kelvin was an Executive Director and Partner with Ferrier Hodgson, then Australia’s leading insolvency and restructuring firm, based in Hong Kong, Malaysia and Perth.
Kelvin is a director of ASX listed Mineral Resources Limited and Silver Lake Resources Limited and private equity owned Flinders Dairy Group and Global Advanced Metals. Kelvin also serves as a member of the investment committee for the Methodist Ladies College Foundation.
Kelvin has a Bachelor of Commerce (Accounting & Finance) from the University of Western Australia, is a Chartered Accountant and is a member of the Australian Institute of Company Directors.
Sam Wilson is a Director of Harvis. Sam is responsible for the origination, research, financial modelling, structuring and asset management of investment opportunities across the firm’s portfolio.
Sam is highly experienced in financial modelling, structured finance and restructuring. He is particularly skilled at the real asset level, possessing a strategic and transactional understanding of Western Australian real estate, agriculture and infrastructure.
Sam previously held the role of Senior Manager with Sirona Capital, a specialist alternative funds manager with a development pipeline in excess of $2 billion. Sam was responsible for deal origination, due diligence, financial modelling, commercial analysis and asset management and has been an integral member of the Harvis team for the past 6 years.
Sam’s inherent practical skillset and financial foundation has driven a number of key successes in the firm’s real asset strategy, including:
Leading a team of consultants to unlock a 334ha rural zoned land bank in Baldivis and the resulting sale to Stockland
Complex restructure of the Northern Gateway Industrial Fund resulting in the $100 million consolidation of 3 properties and divestment of a 49% interest to Goldman Sachs
Asset management of the Northern Gateway Industrial Fund including the rezoning, Structure Planning and Subdivision Approval of the strategic 350ha landbank
Pivotal operational role in the turnaround of National Lifestyle Villages under mandate from Blackstone, which saw the 3,000 home retiree land lease community portfolio sold to a GIC backed fund.
Sam was also an accountant at Ferrier Hodgson in Perth between 2009 and 2011. During this time, Sam worked on a number of restructuring and insolvency engagements across a range of industries, with a focus on natural resources.
Sam has a Bachelor of Commerce from Curtin University of Technology.
As Harvis’ CFO/COO, Julie leads the oversight of transaction structuring, investor reporting, governance and financial management of the firm.
Highly skilled at debt and equity structuring, acquisition execution, disposition and restructuring, Julie draws upon over 14 years of experience working in finance at a senior level for institutional grade private equity fund managers and for top listed companies listed on the ASX and NYSE. Julie started her career in Perth holding traditional roles in accounting and finance before moving to London. Here she began specialising in private equity real estate and funds management achieving Vice President and Associate Director experience.
In 2006 she commenced working for an international fund manager owned and controlled by Macquarie Bank, MGPA (now owned by BlackRock). With ~US$10B under management Julie held various senior roles within finance, corporate finance and transaction management covering investor reporting, risk governance frameworks, complex legal, tax and funding structures and end to end deal management. Having gained significant experience in senior debt and restructuring during the GFC, Julie was approached by Europa Capital Partners to lead their Corporate Structuring division. Here, her role focused on structuring deals allowing Europa to invest in the new complex distressed opportunities and also covered all new fund structuring (including Mezzanine Debt). Europa invests in opportunistic pan-European real estate and has committed to over 80 transactions totalling some €8B across 18 European countries.
Returning to Perth, Julie was most recently appointed as head of Project Funding at Aurizon, working on the West Pilbara Iron Ore Project. At Aurizon, Julie focused on building and managing a team to create a $3 billion senior debt plan to deliver ECA debt, syndicate lenders, raise debt, negotiate and deliver funding through to legal execution and close.
Julie has a Bachelor of Business double degree in Business Law and Accounting from Edith Cowan University and is a Fellow of CPA Australia.
Malcolm has over 34 years experience in the retail and asset management sector, with extensive retail experience across shopping centres and department stores in Australia and South Africa, delivering development, financial, and operational outcomes.
As Regional Asset Manager WA Retail at Lendlease Investment Management, Malcolm was responsible for the financial delivery for the 5 Lendlease retail assets in WA. His role included developing and overseeing the execution of asset strategies, operating, marketing and leasing plans and budgets along with managing and reporting centre financial results. His role worked closely with the Investment Management senior team to drive overall fund strategies, engaging and reporting to investment boards, and supporting the development process and capital requirements for centre growth and redevelopment. Reporting to the MD of Retail, Malcolm provided leadership and guidance to the Centre teams by coaching and mentoring these teams to success.
Malcolm had moved from Scentre Group (Westfield) after 6 years as Regional Manager WA in a similar role, and prior to that spent 12 years running David Jones in the Perth CBD. He has experience across fashion, food and small specialty retail, along with retail brand rejuvenation, spending 13 years with the Edgars group in South Africa in various roles, with a key achievement being leading the development of a new CBD flagship department store of 32,000 sqm over 4 levels in downtown Johannesburg.
Malcolm has led large retail teams in WA, across all disciplines, from management, marketing, operations, as well as supporting teams across development, leasing, casual mall leasing, design and tenancy support; with a clear focus on financial management, customer service and strategic investment fund delivery. He is passionate about retail and the challenges facing the industry today, due in the main to current economic trends, changes to buying habits, emerging international and competitive digital channels, and general industry malaise.
Malcolm has served on the CCI WA board as an industry nominated member; is a past chair of the Property Council WA Retail Committee, chaired the Retail Traders Association of WA, and has served on the board of the Perth Fashion Festival. He is also currently working voluntarily for the NFP organisation Activate Perth as a retail advisor, is a WA judge of the PCA and SCCA Retail Property Awards, and mentor’s property graduates through the PCA WA mentoring programs.
Malcolm studies include a Diploma in Property Services (Agency Management), and he is a licensed real estate agent.