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 Challenges Consensus And Warns Of ‘Fragile’ Recovery

05 Feb 2021

The $8bn boutique wealth manager Koda Capital says the apparent global economic recovery is “fragile at best” and the firm is not expecting a vaccine rollout, together with supportive government policies, to deliver a quick return to pre-COVID growth ­levels. In Koda’s latest quarterly briefing to clients, chief investment ­officer Brigette Leckie challenges the consensus...

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...

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...

Koda’s COVID-19 Investment Lessons for Non-Profit Committees

24 Feb 2021

The intelligent investor will learn more from the early stages of the COVID-19 pandemic than they will from the relatively benign years preceding 2020. Koda’s team of non-profit investment specialists spent time reflecting on lessons drawn from their work with clients and in the market more broadly and this paper briefly examines our Top 10....

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