Our team

Your advice is only as good as the talented team behind it. Our partners, advisers and analysts bring a collective depth of expertise and commitment to excellence.

Koda Capital Welcomes Emigrant Partners as a Minority Strategic Investor

12 May 2022

Koda Capital welcomes Emigrant Partners as a minority strategic investor to support the next phase of growth, commitment to partner ownership and independent advice model Koda Capital (“Koda”), a leading independent financial advice firm for high-net-worth clients today announced that Emigrant Partners, the US-based capital and advice partner, will become a strategic minority investor in...

Koda Capital Achieves Top Ten Ranking In AFR’s 2022 Best Places to Work

27 Apr 2022

Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to...

Alternative Assets for Superior Diversification and Returns

11 May 2022

When managing money in a world full of uncertainty, diversification is more important than ever. Alternative assets provide investors access to superior portfolio diversification and lower levels of volatility, which typically increases the likelihood of achieving an investor’s objectives over the long-term. In this paper, we discuss the role alternatives play in portfolios and explore...

Risk Management Guide and Health Check – A guide for not-for-profits and social enterprises

27 Oct 2021

For non-profits, risk management is an ongoing task that delivers impact while reducing exposure to unwanted outcomes. To help manage risks that you may be facing at your organisation, the Risk Management Guide and Health Check , a guide for non-profits and social enterprises, could be helpful. The guide is produced for Koda and its...

Ep 117:

Live Event – Phil King, Rhett Kessler & Alexandra Clarke; Behaviours of successful investors

04 May 2022 | 49:52 mins

In this special live episode of Inside the Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and Principal for Pengana’s Australian Equities Fund) and Phil King (CIO of Regal Funds Management) to discuss the behaviours and traits of successful investors. Touching on some of the more defining...

In this special live episode of Inside the Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and Principal for Pengana’s Australian Equities Fund) and Phil King (CIO of Regal Funds Management) to discuss the behaviours and traits of successful investors.

Touching on some of the more defining moments of their respective careers, the three panellists cover some of the most challenging markets they have faced to date, as well as where they are seeing opportunities today.

Ep 114:

Alex Hone – Providing predictable investment outcomes

23 Mar 2022 | 28:58 mins

Alex joins David to discuss the Realside Capital Flagship Fund, a fund primarily focused on private debt that has delivered returns to investors of 13.45% over 12 months to December 2021. Investing across Real Estate, Hotels & Restaurants, Industrials, Financials and Natural Resources; Alex and David discuss the return profiles that investors can expect from...

Alex joins David to discuss the Realside Capital Flagship Fund, a fund primarily focused on private debt that has delivered returns to investors of 13.45% over 12 months to December 2021.

Investing across Real Estate, Hotels & Restaurants, Industrials, Financials and Natural Resources; Alex and David discuss the return profiles that investors can expect from such assets going forward, as well as the returns Realside has provided to date.

Alex Hone has more than 20 years of investment experience having worked with leading global firms in both Sydney and London. His experience has included establishing and developing funds management businesses that in turn developed global reputations for investment excellence.

 Alex was previously the founding CEO/CIO of Atrium Investment Management. Prior to this, Alex was a Portfolio Manager with Magellan Financial Group and with Capital Partners (now CP2), a specialist global investment advisory and management firm. Alex commenced his career in the Treasury division of the National Australia Bank.

Koda in numbers

23

Average years of experience (Koda Partners)

40

Partners

81

Koda team members

3

Offices around Australia