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’s Reflect Reconciliation Action Plan Receives Formal Endorsement by Reconciliation Australia

15 Dec 2022

Koda Capital is pleased to announce that our Reflect Reconciliation Action Plan (RAP) has received formal endorsement by Reconciliation Australia. Appreciation of our clients, our colleagues, and the communities we serve is a core part of our culture and we are proud to have worked together to present this RAP. Koda’s business is built on...

Financial advice reforms must cut red tape: Koda Capital

31 Oct 2022

Any regulatory overhaul of the battered financial advice industry must focus on reducing red tape and getting the implementation right, or policymakers risk repeating mistakes of the past. That’s the view of financial advice firm Koda Capital, which supports some aspects of proposed reforms in the Quality of Advice Review, but wants a more focused...

Establishing an Investment Portfolio

02 Nov 2022

Large charitable and non-profit groups often come to the conclusion that establishing an investment portfolio is the right thing to do in the context of their mission and purpose. While some have experience of establishing and managing such a portfolio, many do not. The aim of this paper is to help charitable and non-profit leaders...

Top 10 Mistakes of the Australian Non-Profit Investor…And How To Avoid Them

14 Sep 2022

This paper is dedicated to helping non-profit trustees, directors and committee members spot and avoid potential mistakes and common pitfalls.

Ep 137:

Michael Lukin – Follow the money

07 Feb 2023 | 51:30 mins

David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment grade debt to private, sponsored and public companies. Roc’s strategy focuses on senior debt, uni-tranche and mezzanine finance to support companies with their strategic growth, M&A and expansion initiatives. Mike is the Group Managing Partner...

David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment grade debt to private, sponsored and public companies. Roc’s strategy focuses on senior debt, uni-tranche and mezzanine finance to support companies with their strategic growth, M&A and expansion initiatives.

Mike is the Group Managing Partner of Roc Partners where he is responsible for leading client relationships and investment activities in several markets. Mike was one of the founding partners of Roc Partners following the management buy-out of Macquarie Group’s private markets business unit (“MIMPM”) by its senior executives in June 2014.

He currently serves as a director of Roc Partners investee companies StoneAxe, Australia’s Oyster Coast, Hirepool, National Dental Care, Infrastructure Advisory Group and Pacific Metals Group. Mike holds a Bachelor of Science with Honours in Applied Mathematics, is a Chartered Financial Analyst (CFA) and Associate of the Institute of Actuaries of Australia.

Ep 136:

Rob Rayner – Risk adjusted returns in property

31 Jan 2023 | 51:01 mins

In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob’s outlook for property assets during an environment of rising interest rates. RF CorVal is a specialist property fund manager that manages funds on behalf of a broad range of investors. Since...

In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob’s outlook for property assets during an environment of rising interest rates.

RF CorVal is a specialist property fund manager that manages funds on behalf of a broad range of investors. Since its inception in 2009, RF CorVal has acquired $2.6 billion of real estate on behalf of large institutions, family offices, offshore groups, wholesale and retail investors and delivered a weighted average Equity IRR to investors of approximately 20% to January 2023.

Rob is the founder and CEO of RF Corval. Rob has some 30 years of experience in the Australian financial services and property industry, with wide-ranging involvement in the establishment, re-structuring and on-going management of various property funds on behalf of both retail and private wholesale investors, family offices and institutional mandates. Rob has a Bachelor of Business from Curtin University and is an associate member of both the Institute of Chartered Accountants in Australia and the Financial Securities Institute of Australia.

Koda in numbers

23

Average years of experience (Koda Partners)

46

Partners

114

Koda team members

4

Offices around Australia