John Watson, Principal Consultant

B. Econ, M.App. Fin., Dip Ed. Cert. IV Training & Assessment

The INDEPENDENT RESEARCHER E: JOHNPWATSON5@BIGPOND.COM Entrepreneur Success Podcast Host. http://apple.co/1wL3ry5 Author: The Ultimate Guide to Consulting in the Networked Age

View my LinkedIn profile at: http://au.linkedin.com/in/johnpwatson5/

M: 61 448 691 982

Objective:

Margate Financial Research Solutions has the objective of establishing the optimal set of business

processes for your company that will deliver a cost effective, diversified growth strategy that

minimises risks and maximises long term prospects. John Watson is a highly experienced financial

market professional who has a successful track-record of substantially increasing funds under

management in the retail, wholesale, and institutional investment market segments. Some of John’s

winning strategies have been –

Delivering consistent first quartile performance.

Adhering to a rigorous investment process.

Clarity of investment presentations.

Attention to detail in all aspects of portfolio management.

Cultivating strong, respectful relationships with key influencers and decision-makers.

Always striving to exceed client expectations in fulfilling client requests both thoroughly and

timely.

Growth Processes:

As Consultants to your business we work with your team on a project basis to identify the optimal

combination of growth processes to achieve your long term business growth objectives.

Product Development.

Distribution Channel Optimisation.

Media strategies – social media, online media, traditional media.

Asset Consultant Reviews.

Competitive Strategies.

Marketing Presentations – preparation & delivery.

Expanding into New Markets.

Strategic Partnering with Investment Wholesalers (Master Funds, Investment Platform

Providers).

Financial Market Research and Report Writing as a Centre of Excellence to attract and retain

key clients.

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Australian Market Entry Feasibility Studies and Implementation Strategies.

Margate Financial Research Solutions is ideally positioned to advise offshore investment management

firms on the feasibility of entering the $2.2Trillion Australian investment market. We are able to

prepare a detailed (approx. 40 pages) market entry report that quantifies the potential Australian

market size for your funds; and a detailed market segmentation analysis, including recommendations

on target segmentations. Information and data on all industry superannuation funds includes fund

sizes, investment approach, current external manger mandates, investment committee members; key

asset consultant and investment advisory decision-makers. We have relationships with a network of

service providers who can quickly complete the necessary regulatory and fund establishment

requirements including appointment of responsible entities, custodians etc.

Margate Financial Research Solutions offers on-going research, marketing and business development

services to quickly establish a low-cost distribution network including direct channels to wholesale

investors in the $580Billion self-managed superannuation market (including customised online

newsletters, Entrepreneur Success Podcast Show, online application processing, conference and

adviser training day presentations). Presentations to research houses and asset consultants are also

available, as are our own independent fund review reports.

John Watson - Bio

John Watson commenced working in the investment management industry in 1987 as an equities

analyst with NRMA Investments. John progressed through a series of portfolio management and

investment director positions with major investment management firms both in Australia and

internationally. From 1996 to 2000 John increased State Street Global Advisor’s Active Australian

equity capability from $20M to over $500M with consistent top quartile investment performance,

securing buy ratings from major research houses and asset consulting firms. In 2000 John was

appointed Investment Director and Asian Regional Investment Strategist for Invesco Asia Limited

where John managed USD3.7B of funds for US state pension funds and European multi-national

firms. In 2002 John was appointed head of equity research for the Australian-based stockbroking

firm, Lonsec where he developed individually managed accounts and model portfolios for their clients

that attracted $250Million within 12 months and delivered 10%p.a. benchmark out-performance. In

2003 John joined the Challenger Financial Services investment management team as a portfolio

manager for a specialist financials sector investment fund that achieved significant outperformance.

Having a strong commitment to being a life-long learner, in 2005 John completed a post-graduate

diploma in education to add to the Master of Applied Finance and Bachelor of Economics degrees

previously completed. John was awarded the Macquarie University academic prize for Securities

Industry Law in 1996. John worked as a business teacher for several years training the future

generation of business leaders.

In 2010 John founded Margate Financial Research Solutions that provides consulting services to

investment management and financial market firms as well as independent fund reviews of

investments. Margate Financial Research Solution specialises in a core and satellite approach; seeking

to add value by identifying best of breed funds in under-researched sectors where there is scope for

value to be added for clients and then focusing on exchange traded funds, which are a far cheaper,

passive approach for well-researched traditional sectors, such as large cap equities, where fund

managers are not adding value. John is also contributing columnist and researcher for

BankingDay.com where he provides research and commentary on bank capital comparisons and the

implementation of Basel 111. In 2014 John was commissioned by Morgij Analytics to prepare major

submissions to the Australian Treasurer’s Financial System Inquiry that included an analysis of the

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international capital comparison claims of major Australian banks and also quantified the implicit and

explicit tax-payer funded subsidies to the major banks. John also conducts market size research and

analysis for initial public offerings of investment management firms.

Major Clients include:

A key client of Margate Financial Research Solutions is Mòrgij Analytics that was founded in 2009

with the aim of developing digitised analytics to provide mortgage-level risk management systems

following the financial crisis. Morgij Analytics’ MARQ Services delivers reliable loan-level data,

standardised reporting and advanced risk analytics. John is currently conducting investment market

research in preparation for Morgij Analytics impending ASX listing and launch of new products.

http://www.marqservices.com www.morgij.com.au

Blue Sky Alternative Investments Limited (Blue Sky) is an Australian Securities Exchange listed (ASX:BLA) alternative asset manager with more than $1Billion in assets under management.

Headquartered in Brisbane, Blue Sky has offices in Adelaide, Sydney, Melbourne and New York and a team of over 60 investment professionals and support staff. Since inception, Blue Sky has built a

strong investment track record across private equity, venture capital, hedge funds, private real estate,

and real assets (primarily water and water infrastructure) of 14.8% per annum compounding (net of fees). John consults to the Investment Science hedge fund division of Blue Sky in terms of fund

reviews and business development strategies.

Loftus Peak is a Sydney-based specialist Global Change manager that offers managed

discretionary accounts to high net worth individuals.

Speiro Fund is an Austin, Texas-based hedge fund specializing in exchange traded options

strategies.

Small and Medium Enterprise Clients -

I offer mentoring services to individual business owners via the Business Inspirators Network,

providing guidance, advice, resources and contacts on an informal basis.

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Margate Financial Research Solutions also offers strategic planning consulting services including

business and marketing plan reviews and preparation and proposal writing for

start-ups seeking private equity, venture capital and/or alliance partners.

John Watson is also the author of the highly acclaimed business start-up guide,

“The Ultimate Guide to Consulting in the Networked Age” that has been endorsed

by the Business Educators Association of Queensland.

http://www.beaq.org.au/resources/marketing-management/the-ultimate-guide-to-

consulting-in-the-networked-age-2015

The Ultimate Guide to Consulting in the Networked Age is rated 5 stars by official Hall of Fame

Amazon reviewers available at: http://amzn.to/1C6Rzp1

John has a substantial media presence including presenting on the Atlanta-based Liberty

Network of 11 radio stations School for Start-ups program:

http://schoolforstartupsradio.com/2015/02/john_watson_fard_johnmar/

John is also the founder and host of the “Entrepreneur Success” podcast show

on Stitcher radio, I-Tunes and Sound-Cloud. http://apple.co/1wL3ry5

John publishes the online daily newspaper, “Entrepreneur Success.”

https://paper.li/johnpwatson5/1426806346

Strategic Partners

Margate Financial Research Solutions has alliances with:

Denver-based KLA Group that provides sales training to small and medium sized businesses

internationally. Kendra Lee, is the author of the award winning sales books, “The Sales

Magnet” and “Selling Against the Gods” and is a co-author of “The Ultimate Guide to

Consulting in the Networked Age”.

New York based, Tigers Management Consulting Group, where “The Ultimate Guide to

Consulting in the Networked Age” is a key training and consulting resource for management

consultants.

In Summary, if you are looking for a highly experienced investment management and

market entry consultant; John has done it all and has even written the “Ultimate Guide to

Consulting in the Networked Age.”

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Recommendations of John Watson:

1. Principal Consultant Margate Financial Research Solutions

Alex Thompson

Key Account Manager at Blue Sky Alternative Investments Limited

John gets sales runs on the board quickly. John has enhanced the credibility of our offer via quality

independent research; detailed financial market and trading strategies knowledge combined with

excellent presentation skills. If you want to quickly generate market appeal and convert prospects

into qualified leads John has the ideal door-opener strategies.

November 12, 2014, Alex was John's client

Graham Andersen

Chairman and Founder of Morgij Analytics and Executive Director of MARQ Services

John is an eminently experienced and knowledgeable financial market professional. John provides

timely, comprehensive and meticulous financial market research, analysis, and report-writing with

pragmatic and innovative recommendations and solutions.

Eric Kottke – Founder, Speiro Capital

John is an invaluable, proactive and giving strategic marketing and branding advisor and business improver. John keeps me fully up to date with effective lead generation strategies

from inbound thought leadership content marketing to outbound personalised emails and

innovative networking ideas. John is a leading marketing expert with excellent financial market knowledge and trading skills

Eli Mike Social Media Marketing Consultant.

John has the ability to customize a world-class business strategy for your small- to medium-sized

business. His methods have been recognized by leading sales and marketing authorities, and his new

book "The Ultimate Guide to Consulting in the Networked Age" is filled with technological innovations

that are proven to help you build a consulting practice with global reach.

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Nathan Zaia

Financials Equities Analyst at Morningstar

Having read John's work I have no problem at all endorsing his professional work. It’s clear John

takes pride in his work and digs into the cutting edge issues which investors are frequently pursuing.

2. Senior Equities Analyst Lonsec

Craig Semmens Financial Services Consultant

John, has a very deep understanding of the equity market and the economic drivers that influence it.

John's economic and market up dates became a highlight of our sales desk meetings and help drive

sales and FUM.

Lonsec

Jeremy Pree Financial Services Executive

John is an experienced investment manager who provided insightful commentary, opinion and

recommendations to the broking team whilst at Lonsec. His experience across international markets

was of great benefit and John was a pleasure to work with.

3. Investment Director & Regional Strategist Hong Kong Invesco Ltd.

Charles Cartledge Partner at Sloane Robinson

John was an institutional portfolio management client of mine in Hong Kong. He is highly perceptive

of the drivers of financial markets and is conversant with a broad range of Japanese, Hong Kong,

North Asian and Australian companies. Moreover; John has a sophisticated understanding of a broad

range of investment valuation methodologies; quantitative modelling; investment strategies and

derivatives - an all-round prescient and savvy financial markets professional.

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4. Senior Portfolio Manager / Strategist

State Street Global Advisors "SSGA"

Paul Kelly Founder at The Channel Group

John is a widely experienced investment management executive with strong communication skills.

Robert Goodlad

Former Senior Managing Director at State Street

John and I worked successfully to build SSgA's Active Australian Equity capability. He has a deep

understanding of the drivers of equity markets. His ability to design systems and communicate

effectively to stakeholders was excellent.

5. Business Author

Emily K Cole | DataMasters

Inspiring unconventional, innovative IT staffing solutions - Helping IT Hiring Managers

staff IT needs

The Complete Business Success Plan:

The Ultimate Guide to Consulting in the Networked Age is crafted as a “how to guide” that expertly

covers all aspects of entrepreneurship, business management and strategy for new entrepreneurs as

well as providing a great refresher for established consultants and business owners in general. The

author, John Watson, has written a logical, focused, well-structured guide that is replete with the

latest in financing, marketing, technological and leadership innovations and strategies. It is a

complete, practical management training course in an easy to read guide. I really enjoy the inclusion

of articles by industry leaders in diverse fields of sales, negotiating, web-site design, and B2B

consulting, as well as the extensive resources list and sample business plan. Whether you are selling

products or providing services to individuals or to other businesses, Watson’s guide provides a

blueprint designed to set anyone with a business idea on a proven path to achieving their business

goals. Buy Watson’s success guide and be the best that you can be!

February 28, 2015, Emily K Cole was with another company when working with John at Business

Author