30 June 2007

Meet the Liontamers

By Sarah Wilshaw-Sparkes

At Professionelle, we keep our ears open for stories that shed light on how corporate and professional women" make it all work". Sometimes that means we'll bring you news of companies that support female employees strongly, as in Galia's recent piece about Lisa's Hummus. Occasionally, we'll invite interesting women to tell their own stories, and at other times - as now - we'll interview them and bring back to you what we've gleaned.

In this article, we describe three women who have forged their own path through career, flexibility and motherhood tradeoffs. They call their company Liontamer.

I admit I was a little nervous about meeting the Liontamer team. It wasn't only their confident company name. Their impressive CVs and evident skill depth in an area I know next to nothing about also added to a mild case of intimidation. However, when Galia and I sat down with Laetitia, Janine and Vanja, our conversation first roamed around the familiar topics of fashion and nannies. It was clear the three Liontamers were making the most of the opportunity to talk face to face (more on that below).

What do they do?

Liontamer is New Zealand's first specialist manager of retail capital protected investments. As I understand it, these are funds where the money you invest will hold its value (less inflation) provided you hold the investment for its full term, usually four or five years. They achieve this via the purchase of notes in international financial institutions with a high credit rating like Barclays, UBS or Deutsche Bank. What is at risk is the return - which is driven by the nature of underlying asset eg a sharemarket index. The benefit is that you can combine exposure to high risk-high return financial assets with the peace of mind of knowing your capital is protected. Their website provides a description of their products and how the money flows.

Liontamer launched in 2003 and until recently brought four new retail funds to the New Zealand market each year. Now, however, the team is poised to push into Australia. Not only that, they have also launched a customised fund structure, tailored to the needs of a particular client, in addition to their broader, more standardised retail products. "Otherwise we'd get in a rut…" they say, half-ruefully.

How did they find each other?

Laetitia, originally from Belgium, founded the company after a long career in banking, most recently as director capital markets at the BNZ. Laetitia really enjoyed her work in the area and, encouraged by others remarking that with her deep skills she could develop her own business, she began preparations while still at the bank. She points out that her boss was fully aware of this and that his support eased the transition process.

Then serendipity lent a hand. Janine was in finance in the UK and looking for a way back to New Zealand. She rang the one woman in New Zealand whose name was listed on an industry website in the structured retail products area to ask about job opportunities. That woman, of course, was Laetitia, who thought Janine's work experience sounded a great match for her new venture... As Laetitia said, "You do the analysis about potential business partners, but in the end it comes to your gut instinct. Intuition plays a role."

Janine came onboard as a contractor at first and moved to being a shareholder soon after. After the first fund launched, they dispensed with contracts and worked on trust. "I sent her a bouquet of flowers instead!" Laetitia remembered.

To develop the products, they needed specialist legal advisors. Vanja was a senior associate with Bell Gully where she specialised in offers of securities to the public and managed funds. While still at Bell Gully she was seconded to Liontamer for six months. The secondment worked both ways: the Liontamer team gained a specialist inhouse resource, while for Vanja it was "a free look" at the company and its people. After maternity leave, she returned to Liontamer as an employee, initially working three days a week, and now up to four.

What was the attraction of having their own business?

Janine is a natural-born entrepreneur. "Wages depress me," she says, "I'd much rather have the chance to earn lots on commission." Laetitia talks about her entrepreneurial skills kicking in once she began to develop the idea. It was also quite simply an opportunity to get a fairer share of the wealth she'd been creating for her employer.

They pointed to a number of other pluses:

  • They have all learned more through having to take on much more varied and hands-on roles than they ever would have in the corporate world.
  • As principals in a boutique company they have access to the most senior people in their industry. They believe these opportunities would not have been open to them had they stayed as specialists in their corporate roles.
  • Full ownership and accountability: "We take full responsibility, and we take big decisions." As one example, they cited changing their sole distributor over the last twelve months of operation, as they found their work styles were incompatible.

How flexible are they?

They have no office and each uses her home as her work base. This is partly pragmatic. They often have to call overseas in the middle of the night. It's far more comfortable and safe to do that in slippers at home than in a deserted downtown office. Also, during the day they tend to be out and about visiting clients and suppliers, which reduces the need for formal office space.

Vanja and Laetitia used to meet once a week but it's now more ad hoc. Board meetings bring them all together four times a year in Sydney, too, and conference calls help them stay connected. A full meet-up doesn't happen that often, however, which is why they so clearly enjoyed the opportunity over our lunch to reconnect and talk about more than just work!

Given that having no office makes sense for their business, they enjoy the obvious cost savings as well as the flexibility it brings. Vanja and Laetitia have young families and working from home in Auckland provides more opportunities to see them. Janine lives in Christchurch to be close to her family, and with no formal office to be at, the fact that she's further away becomes largely irrelevant.

It's not just the no-office approach that shows flexibility, however. Liontamer has always relied heavily on outsourcing to keep things very fluid, and to have access to the best skills when they need them. They're comfortable with flexible hours, too. A fourth team member, Sean, works three to five days per week, shifting with the needs of the business.

A View on Women's Groups in Large Firms

An interesting observation by one of the Tamers was that while a women's support group had been available to her, she had felt a career risk in joining. "The employer can just be paying lip service to the issues by having these groups - they want to be seen to be doing the right thing. But you can be marked as a whiner or troublemaker if you actually take part. I stayed well away."

So do they have all the trade offs sussed?

Not entirely! It sounded like Laetitia is busier now than she ever was in corporate. Her childcare arrangements currently include two nannies… She and Janine both agreed, "You wouldn't do it all again if you thought back on it all. Mad!"

And yet here they are, on the brink of extending into new products and new countries. "We keep challenging ourselves." I suspect the three of them always have, and always will. They certainly looked as if they were enjoying themselves as they raced off to their next meeting…

Stop Press!

…and that next meeting, in hindsight, could well have had something to do with exciting changes that have occurred at Liontamer in the time it's taken us to draft this article. The company's local success and plans for growth attracted the interest of a Belgian bank, KBC Group, Europe's 11th largest bank and #3 in capital-protected products in that region. KBC has J.V. operations in Asia, too. The bank's interest has not been of the polite and passing variety, either. It's now official that KBC Asset Management has bought 51% of Liontamer!

Laetitia and Janine will retain full management control. As Janine is quoted in the Christchurch Press as saying, "This is a vote of confidence in the business, which has more than $200 million funds under management." It's also a great home-grown success story by professional women and we're thrilled for them.

And just think - we knew them before they were rich and famous!

&code; Professionelle Ltd 2007

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