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.

Charities Dipping Into Their Reserves As Covid Hits Income

13 Dec 2020

Wealthy family charitable foundations have been dipping into their cash reserves to fund philanthropic causes as their income has been slashed by the COVID pandemic, providing a challenge to the traditional investment models used by the nation’s not-for-profit sector. Equity Trustees’ third annual Giving Review to be released this week reveals there were more than...

Seek Drama Highlights Investors’ China Dilemma

02 Nov 2020

China’s sharemarket is too big to ignore, but it’s not easy to access for local investors. One wealth firm has taken a boots-on-the-ground approach. Regardless of how Seek responds to a short seller’s attack focused on its investment in a Chinese classifieds giant on Monday, the episode is a reminder of an inherent challenge for...

Responsible Investment – Using Your Capital for Profit and Purpose

14 Dec 2020

The purpose of this paper is to introduce the concept of responsible investment and highlight how this style of investing can help you successfully align your capital and your values. It is a reference point for individuals, families, non-profit organisations and charitable foundations who are curious about responsible investment, its evolution and how it can...

Giving Well – By Avoiding Big Mistakes

13 Jun 2020

What do zombies, sunscreen and drones have to do with philanthropy? To find out, read our list of five mistakes to avoid if you want to give and give well. Giving Well – By Avoiding Big Mistakes reflects Koda’s deep experience of philanthropy and the broader charity sector in Australia. It is the latest in a...

Ep 3:

Natalie Egleton

17 Dec 2020 | 40:52 mins

Few people know the communities of our wide brown land as well as Natalie Egleton, CEO of the Foundation for Rural and Regional Renewal. In this episode, Natalie shares her experience of inequality, resilience, disaster recovery and the vital role philanthropy plays in uniting people across Australia. This episode was recorded using Zoom on 7...

Few people know the communities of our wide brown land as well as Natalie Egleton, CEO of the Foundation for Rural and Regional Renewal. In this episode, Natalie shares her experience of inequality, resilience, disaster recovery and the vital role philanthropy plays in uniting people across Australia. This episode was recorded using Zoom on 7 December 2020.

Ep 81:

Paul Bassat – Seeking new opportunities

10 Dec 2020 | 50 mins

David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East Asia, such as Canva, Fiverr & Athena Home Loans. Before starting Square Peg, Paul was a corporate lawyer who went on to achieve well-known success in founding Seek, the marketplace and HR company,...

David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East Asia, such as Canva, Fiverr & Athena Home Loans. Before starting Square Peg, Paul was a corporate lawyer who went on to achieve well-known success in founding Seek, the marketplace and HR company, a company that now employs more than 1,000 people in Australia and over 10,000 people around the world. Square Peg was launched in 2012 to fill the void in the Australian venture capital space. At the time of launch, there were minimal venture capital funds in Australia, however, there was a growing abundance of impressive entrepreneurs starting influential businesses that needed support. Since then, Square Peg has invested in around 40 companies and has between $1.4 and $1.5bn in funds under management. They are currently in the process of closing their 4th fund.

Koda in numbers

23

Average years of experience (Koda Partners)

40

Partners

81

Koda team members

3

Offices around Australia