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.

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...

Redwood Wealth Alliance joins Koda Capital

17 Oct 2022

Koda Capital (Koda), a leading independent financial advice firm for high-net-worth clients and not-for-profits today announced that it is merging with Redwood Wealth Alliance (Redwood) in Perth, Western Australia. Koda has successfully grown to be the leading independent wealth management business in Australia with 46 Partners, including 38 advisers managing in excess of $10bn of...

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 128:

Justin Borus – Israel’s once in a cycle opportunity

13 Sep 2022 | 21:06 mins

Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic environment. Justin is the Founder and Chief Executive Officer of Ibex Investors, an investment firm that focuses on niche and differentiated strategies, primarily through Israeli start-ups and growth companies. Prior to...

Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic environment. Justin is the Founder and Chief Executive Officer of Ibex Investors, an investment firm that focuses on niche and differentiated strategies, primarily through Israeli start-ups and growth companies. Prior to Ibex, Justin worked at Bear, Stearns & Co. Inc, while also serving on the Board of Directors of various non-profits.

During the episode, Justin and David discuss the recent revaluations of fast-growing technology companies around the world and how this has presented great opportunities for the Israel fund. Justin explains the minimal impact that inflation has had on the strategy due to the pricing power that its companies possess. He also compares the current outlook for the public and private markets in Israel, emphasising the fund’s recent focus on publicly listed companies that have had significant revaluations. Justin then highlights the tremendous opportunities that will arise on the private side in the next 6-18 months, when the fund plans to shift its focus toward these companies.

Ep 131:

Suzanne Gauron – Enhancing returns through private equity

10 Nov 2022 | 38:29 mins

Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class’s performance when compared to their traditional listed equity counterparts.  Suzanne is a managing director in Alternatives Capital Markets & Strategy (ACMS) within Goldman Sachs Asset Management, serving as global head of Private Equity Strategies. She also serves...

Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class’s performance when compared to their traditional listed equity counterparts.

 Suzanne is a managing director in Alternatives Capital Markets & Strategy (ACMS) within Goldman Sachs Asset Management, serving as global head of Private Equity Strategies. She also serves as global head of Launch With GS, Goldman Sachs’ $1 billion investment strategy grounded in the firm’s data-driven thesis that diverse teams drive strong returns.

 She first joined Goldman Sachs as an analyst in 2001, and rejoined as an associate in 2005 in the AIMS Private Equity Investment team, focusing on secondaries through the AIMS Vintage Funds program. Suzanne was named managing director in 2012.

Koda in numbers

23

Average years of experience (Koda Partners)

46

Partners

114

Koda team members

4

Offices around Australia