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.

The New Giving

19 Mar 2021

The face of philanthropy is changing, as wealthy donors draw on values often inculcated in them as children and align themselves with like-minded organisations. For Cathie Reid, family involvement in philanthropic matters goes back to her childhood in Victoria. She didn’t quite know it then, but seeing the time that her family would devote to...

Three Questions for Frank Macindoe

18 Mar 2021

Frank Macindoe has been an adviser in private wealth management since 2002. Prior to joining Koda Capital as a partner and adviser in 2018, he worked at JBWere for 16 years. His early career began as a commercial lawyer in Melbourne, London and Sydney. Frank has considerable personal involvement with the not-for-profit sector and is...

Staying Future Focused: A how to guide for wealth after divorce or death of a loved one

31 Mar 2021

Death of a loved one or divorce – both scenarios can bring grief, anguish and the unforgiving sting of ‘what now?’. In facing these events, many clients have acknowledged they felt unprepared and overwhelmed. As such events bring about change, understanding your response to finances and wealth can help you avoid costly mistakes. In the...

Seizing the Opportunity: A Technology Entrepreneur’s Perspective

08 Mar 2021

In 2016 and 2018, Koda Capital published ‘Seizing the Opportunity’, a series of insights uncovered through interviews with current and former business owners across a diverse range of industries. The research highlighted common wealth management concerns shared by entrepreneurs following the sale of their business. Importantly, the critical role of specialised wealth management advice in...

Ep 88:

Akiva Katz – 20%+ Returns From Litigation Financing

23 Mar 2021 | 38:08 mins

Aiming to produce IRRs of between 25% to 40% p.a, from litigation financing, Bow Street finds and purchases litigation assets in which guilt has already been established and the outcome is no longer binary. In such cases, answering the question “how much are the damages?” is almost all upside. In this episode, David and Akiva...

Aiming to produce IRRs of between 25% to 40% p.a, from litigation financing, Bow Street finds and purchases litigation assets in which guilt has already been established and the outcome is no longer binary. In such cases, answering the question “how much are the damages?” is almost all upside.

In this episode, David and Akiva discuss Bow Street in detail, along with several of their investments to date.

Akiva Katz, and his business partner, Howard Shainker, became friends in 2004 at Harvard Business School. There they came up with the idea for Bow Street, named after a street in Cambridge, Massachusetts, near the restaurant where they would meet to talk about their plan. Believing that economic conditions would be setting up a momentous event-driven climate over the next several years, they wanted to create a hedge fund that would combine a research intensive approach with an event-driven mentality.

Ep 4:

Nic & Lucas from Orange Sk‪y‬

16 Mar 2021 | 41:54 mins

Orange Sky is the world’s first free mobile laundry service for people experiencing homelessness – an idea founded in a Brisbane garage by two 20-year-old mates, Nic Marchesi and Lucas Patchett. In recognition of their achievement in founding and leading Orange Sky, Nic and Lucas were subsequently named 2016 Young Australians of the Year and...

Orange Sky is the world’s first free mobile laundry service for people experiencing homelessness – an idea founded in a Brisbane garage by two 20-year-old mates, Nic Marchesi and Lucas Patchett. In recognition of their achievement in founding and leading Orange Sky, Nic and Lucas were subsequently named 2016 Young Australians of the Year and in 2020 they were each awarded an Order of Australia Medal. In this very frank and revealing conversation, Nic and Lucas talk about the magic of Orange Sky, the value of learning from your own mistakes and the importance of ‘just giving it a go’.

Koda in numbers

23

Average years of experience (Koda Partners)

40

Partners

81

Koda team members

3

Offices around Australia