UC Finance Professional Speaker Series with Rich Thomas and Rosie Jerram

Join us for the final talk of our UC Finance Professional Speaker Series in 2026, featuring Rich Thomas and Rosie Jerram from Montarne.

In their talk, “Curious about Deals? An Insider View on M&A and Investment Banking”, Rich and Rosie will share insights into the deal-making process, what working in investment banking is really like and the skills and experience that matter for a successful career in the industry. The event takes place on Thursday 1 October at 5-6:30 pm in Meremere 236. Food and drinks will be offered after during networking. We hope to see you there!

Speakers:

Rich Thomas

Rich is the Managing Director and co-founding partner of Montarne. He has been working in investment banking for more than 25 years in NZ, London and Stockholm. Over that time he has worked on a range of strategic advisory, cross-border M&A and financing transactions.  Journey: University of Otago (BCom), UNSW (MCom), Deutsche Bank (NZ then London), Nordea (Stockholm), Montarne.

Rosie Jerram

Rosie is an Investment Banking Associate at Montarne. Rosie is described as a true people-person who thrives on building strong connections with her clients. Rosie has a strong foundation in M&A across several sectors, including developing unplanned expertise in the banking and finance sector.  Journey: University of Otago (BComm), Deloitte (Intern), PWC (Corporate Finance), Montarne.