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.

10 Koda Advisers in Australia’s 2023 Top 100

21 Sep 2023

Today US financial investment publication Barron’s, in partnership with The Australian’s business magazine The Deal, released their rankings of Australia’s Top 100 Financial Advisers. The rankings are based on a comprehensive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the...

2023 Top 100 Financial Advisers: Frank Macindoe, Koda Capital

21 Sep 2023

For Frank Macindoe, the challenge in long-term investing is to ignore the noise and determine the underlying trends. The adviser and partner at Koda Capital in Sydney takes a considered, multiyear investment approach that aims to minimise volatility while achieving superior returns. “I try not to be distracted by the short term, ” he says....

Philanthropy & Beyond – Building an Impactful Life

16 Aug 2023

Through Koda’s philanthropy work with clients and in the community more broadly, we are increasingly encountering people actively seeking opportunities to create impact in a variety of ways, above and beyond traditional philanthropy. The Philanthropy & Social Capital team’s latest paper explores this emerging theme and identifies avenues for weaving purpose and impact into all aspects of...

From Good to Great – Critical Ingredients for Fundraising Teams

01 May 2023

This paper is written for fundraisers committed to honing their craft and in search of best practice. It draws on Koda’s in-house experience of fundraising, advising fundraisers and working with philanthropic community. The paper highlights seven critical ingredients to get fundraising teams from good to great.

Ep 153:

Justin Ryan – The real world of private equity

20 Sep 2023 | 47:12 mins

In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They navigate Justin’s career path, touching on the value of patience in investment decisions. The two also dive into the complexities of business valuation and address some common perceptions about private equity...

In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They navigate Justin’s career path, touching on the value of patience in investment decisions. The two also dive into the complexities of business valuation and address some common perceptions about private equity investors. Going beyond the stereotype of simply enhancing businesses for a quick profit, Justin explains Glow’s dedication to nurturing sustainable, long-term businesses and highlights the role of positive company culture. They wrap up with a brief discussion on Glow’s new investment fund and its potential appeal to investors.

Justin Ryan is a Co-Founder and Managing Partner at Glow Capital Partners, a private equity firm with a focus on investing in innovative and growing companies.

Justin began his journey in private equity investment in 1997 with Catalyst Investment Managers and later spent significant time at Quadrant Private Equity. In 2003, he took on a leadership role at the Australian Venture Capital Association, now rebranded as the Australian Investment Council.

Throughout his career, Justin has been involved in 22 private equity investments, with the majority already exited. Several of these investments have garnered recognition from the Australian Investment Council. Beyond his investment work, Justin has operational experience from his time as CEO and Managing Director of Alesco Corporation, a company with a diverse portfolio of industrial brands, which was acquired by Dulux Corporation in 2011.

Ep 152:

Michael Lukin – Sidestepping the J-Curve

06 Sep 2023 | 38:47 mins

In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward, Michael provides insights into the anticipated investment surge in 2024 due to overcommitment in private equity investments. Michael delves into the complex trading process, emphasising the pivotal role of the...

In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward, Michael provides insights into the anticipated investment surge in 2024 due to overcommitment in private equity investments.

Michael delves into the complex trading process, emphasising the pivotal role of the brokerage market, proactive outreach, and the special bonds formed directly with private equity firms. A significant point to note is Roc Partners’ unique advantage in their information, allowing them to capitalise on opportunities that aren’t available in public markets. Michael further underscores the firm’s commitment to aligning their goals with those of their clients, by investing in the funds alongside clients. The conversation between David and Michael also touches on Roc Partners’ distinct fund structure, which includes a six-year liquidity option, designed to adapt to the evolving demands of investors.

Koda in numbers

23

Average years of experience (Koda Partners)

46

Partners

114

Koda team members

4

Offices around Australia