Daniel Liptak has over 26 years of experience across investment banking and funds management, encompassing mergers and acquisitions (M&A), capital raising, equity markets, derivatives, and risk management, wealth management, and financial advice.
He has provided focused advice to many investors and their advisors concerning all asset types including fixed income, listed and unlisted equities, private equity, venture capital, and derivatives.
Mr Liptak has also provided retail financial research and presented to retail financial advisors at professional development conferences.