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# Koda Capital

## Sitemaps

- [XML Sitemap](https://kodacapital.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Home](https://kodacapital.com/)
- [Our Services](https://kodacapital.com/our-services/)
- [Our Team](https://kodacapital.com/our-team/)
- [Careers](https://kodacapital.com/careers/)
- [Privacy Policy](https://kodacapital.com/privacy-policy/) - March 2026 1. INTRODUCTION Koda Capital Pty Ltd ("Koda") understands that individuals may be concerned about how we deal with their personal information. Our aim is to deliver the best possible service, and we will only collect the information necessary to enable us to do so. 2. OBJECTIVE The purpose of this Privacy Statement (Statement)
- [Contact Test Pardot](https://kodacapital.com/contact-us/)
- [Guides and Disclaimers](https://kodacapital.com/guides-and-disclaimers/) - Financial Services Guide This FSG is provided to give you key information about the types of financial services we may provide to you. Please click on the following links to access the FSG of your relevant Koda Capital Adviser: Koda Capital Pty Ltd FSG Complaints Policy Koda takes complaints very seriously. If you have any complaints about
- [Matters That Matter Sign Up](https://kodacapital.com/matters-that-matter-sign-up/)
- [Our Clients](https://kodacapital.com/our-clients/)
- [Investing for Non-Profits at Koda](https://kodacapital.com/investing-for-non-profits-at-koda/)
- [Philanthropic Advice at Koda](https://kodacapital.com/philanthropic-advice-at-koda/)
- [Contact](https://kodacapital.com/contact/)
- [Our Philosophy](https://kodacapital.com/our-philosophy/)
- [The Allies Program and the Koda Endowment](https://kodacapital.com/the-allies-program-and-the-koda-endowment/) - The Allies Program In the early years of Koda Capital, all Koda team members came together to collaborate on the creation of our firm’s community engagement initiative: the Allies Program. This program harnesses our combined time, resources and skills to support the communities in which we work. For Koda, our community work through the Allies
- [Redwood Wealth Alliance is now part of the Koda Capital team](https://kodacapital.com/redwood/) - Welcome to Koda Capital. In October 2022 Redwood joined Koda Capital, and as part of that merger Redwood clients and team members transitioned to Koda. Importantly, the quality of advice Redwood clients receive will remain consistent as part of this transition. Joining Koda Capital opens additional resources and tools, including access to a larger investment
- [Impact Investing at Koda](https://kodacapital.com/impact-investing-at-koda/)
- [Responsible Investment at Koda](https://kodacapital.com/responsible-investment-at-koda/)
- [Our Thinking](https://kodacapital.com/our-thinking/)

## News

- [The Koda Capital Board supports the Voice to Parliament](https://kodacapital.com/news/the-koda-capital-board-is-pleased-to-announce-its-support-for-the-voice-to-parliament/) - The Koda Capital Board has released the following statement in support for the Voice to Parliament: The need to embed reconciliation with First Nations peoples has become an important aspect of Australia’s social, cultural and economic fabric. It is essential that individuals, organisations and governments play their part in creating a more equitable society that
- [Escala’s Sydney power duo defects to rival HNW advice firm](https://kodacapital.com/news/escalas-sydney-power-duo-defects-to-rival-hnw-advice-firm/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [What the wealth managers are telling clients about private markets](https://kodacapital.com/news/what-the-wealth-managers-are-telling-clients-about-private-markets/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Koda Capital nets US$11.9bn as Australia’s HNWs look beyond Big Four](https://kodacapital.com/news/koda-capital-nets-us11-9bn-as-australias-hnws-look-beyond-big-four/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [How do people enter the advice profession down under?](https://kodacapital.com/news/how-do-people-enter-the-advice-profession-down-under/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Koda Wins 'Australia’s Best Independent Wealth Manager' in Prestigious Euromoney Awards](https://kodacapital.com/news/koda-wins-australias-best-independent-wealth-manager-in-prestigious-euromoney-awards/) - Koda Capital is proud to have been named Australia’s Best Independent Wealth Manager at the Euromoney Private Banking Awards 2026, a leading global benchmark for excellence in private wealth. This recognition reflects our continued commitment to delivering independent, client-first advice, underpinned by disciplined investment thinking, strong governance and a long-term partnership approach with clients. It
- [IWD 2026 — The moment women decide which advisors stay](https://kodacapital.com/news/iwd-2026-the-moment-women-decide-which-advisors-stay/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Don’t make this major property mistake when you retire](https://kodacapital.com/news/dont-make-this-major-property-mistake-when-you-retire/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Financial advice sector won’t avoid scandals with Band-Aid solutions](https://kodacapital.com/news/financial-advice-sector-wont-avoid-scandals-with-band-aid-solutions/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [The right way to give your kids money (and 2 very wrong ways)](https://kodacapital.com/news/the-right-way-to-give-your-kids-money-and-2-very-wrong-ways/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [ATO cracks down on wealthy philanthropy](https://kodacapital.com/news/ato-cracks-down-on-wealthy-philanthropy/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Business Now | 4 December](https://kodacapital.com/news/business-now-4-december/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [12 Koda Advisers in Australia's 2025 Top 150](https://kodacapital.com/news/12-koda-advisers-in-australias-2025-top-150/) - Barron’s, in partnership with The Australian’s business magazine The Deal, today released the 2025 list of Australia’s Top 150 Financial Advisers. Recognised globally as one of the most rigorous rankings in wealth management, the Barron’s methodology assesses advisers across three dimensions: the scale and sophistication of assets under advice, the strength and stability of the
- [Labor inaction leaves 3.3 million ‘exposed’ to risky investments](https://kodacapital.com/news/labor-inaction-leaves-3-3-million-exposed-to-risky-investments/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Business Weekend | 8 June](https://kodacapital.com/news/business-weekend-8-june/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Investors Urged to Vet Private Credit Managers After ASIC's 'more failures' Warning](https://kodacapital.com/news/investors-urged-to-vet-private-credit-managers-after-asics-more-failures-warning/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [‘Europe is finally reawakening’: Brigette Leckie on EU markets during US tariffs](https://kodacapital.com/news/europe-is-finally-reawakening-brigette-leckie-on-eu-markets-during-us-tariffs/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Australia ‘well placed’ Despite Escalating Trade War Between US and China](https://kodacapital.com/news/australia-well-placed-despite-escalating-trade-war-between-us-and-china/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Breaking the Mould](https://kodacapital.com/news/breaking-the-mould/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Five Retirees and Semi-Retirees on How They’re Dealing with Trumpmoil](https://kodacapital.com/news/five-retirees-and-semi-retirees-on-how-theyre-dealing-with-trumpmoil/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Koda Lures Wealthy Australians with Offbeat Private Assets](https://kodacapital.com/news/koda-lures-wealthy-australians-with-offbeat-private-assets/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [What the ATO wants to know about your family’s succession plan](https://kodacapital.com/news/what-the-ato-wants-to-know-about-your-familys-succession-plan/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [11 Koda Advisers in Australia's 2024 Top 150](https://kodacapital.com/news/11-koda-advisers-in-australias-2024-top-150/) - Today US financial investment publication Barron’s, in partnership with The Australian's business magazine The Deal, released their rankings of Australia's Top 150 Financial Advisers. These rankings are based on a comprehensive national survey and provide a unique guide to the top practitioners in the industry. The formula used to calculate the rankings takes into account
- [Financial Advisers Find New Niche Breaking Away from the Pack](https://kodacapital.com/news/financial-advisers-find-new-niche-breaking-away-from-the-pack/) - “Koda is left standing as the only independent Australian offering which operates at scale. We’ve had strong and consistent growth since our founding 10 years ago, and we are even more excited about the opportunity ahead of us," Steve Tucker says in an article in The Australian. Australia’s high net worth financial advisory business will
- [‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel](https://kodacapital.com/news/dont-leave-gaps-in-the-defence-amidst-simmering-market-uncertainty-panel/) - There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff.
- [Koda Capital: ACF’s new investment advisors](https://kodacapital.com/news/koda-capital-acfs-new-investment-advisors/) - Koda acts as an investment adviser to many of Australia’s most sophisticated non-profit organisations, charities and philanthropic foundations. We focus on policy, strategy, asset allocation and responsible investment and we build bespoke portfolios for the long-term.
- [How the rich are decarbonising their portfolios](https://kodacapital.com/news/how-the-rich-are-decarbonising-their-portfolios/) - Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing. Poor performance, greenwashing scandals and political backlash in the US appear to have dented ESG fervour among investors globally. There was a piercing local blow when Mercer Super was forced to apologise for falsely claiming its “Sustainable
- [Leading adviser team joins Koda Capital](https://kodacapital.com/news/leading-adviser-team-joins-koda-capital/) - High-net-worth advice firm Koda Capital has poached three advisers from rival JBWere, who together spoke for nearly $1 billion in client assets. Street Talk understands Simon Talbot, Elizabeth Watson and Caitlin Laffey have tendered their resignations at the NAB-owned wealth management group and are due to resurface in Koda Capital’s Melbourne office in July. Talbot
- [The worst way to give your kids money, according to banks](https://kodacapital.com/news/the-worst-way-to-give-your-kids-money-according-to-banks/) - Lenders will cut loan sizes if there is family money involved. Tim and Catherine are borrowing money from family to buy their first home. What they don’t realise is if Catherine’s parents loan them $100,000, it will cut their borrowing power from the banks by $270,000. This is because the bank will factor in the
- [Koda Wins 'Best for Sustainability' in Prestigious Euromoney Awards](https://kodacapital.com/news/koda-wins-best-for-sustainability-in-prestigious-euromoney-awards/) - In the recently released Euromoney 2024 Private Banking Awards, Koda Capital was named 'Best for Sustainability'. This is the second year in a row that Koda has won this award, and this recognition reflects the investment Koda has made in its capability and offering in this space. The Private Banking Awards for 2024 have been
- [Koda Capital Launches the Koda Endowment](https://kodacapital.com/news/koda-capital-launches-the-koda-endowment/) - At Koda, we’ve always believed in doing things differently and that our work in the community is a centerpiece of our culture. That's why we're thrilled to announce the launch of the Koda Endowment, a new and innovative approach to corporate philanthropy. The Koda Endowment is empowering our people to follow their philanthropic passions and
- [Koda’s ‘Pathway to Partnership’ Built to Retain Talent](https://kodacapital.com/news/kodas-pathway-to-partnership-built-to-retain-talent/) - The greatest risk for advice practices bringing on Professional Year advisers is making an investment in non-revenue generating employees who then become attractive to recruiters for other firms once they finish their training commitments. But one of the country’s leading wealth firms, Koda Capital, believes it has found a way to create an attractive career
- [2023 Top 100 Financial Advisers: Matthew Donat, Koda Capital](https://kodacapital.com/news/2023-top-100-financial-advisers-matthew-donat-koda-capital/) - The clients who come to Melbourne-based Koda Capital adviser and partner Matt Donat often require more than just investment advice. Most are self-made business people on the brink of selling their stake, and they need financial arrangements that can build resilient, long-term results. "Clients who have a liquidity event present to us with $10 million,
- [2023 Top 100 Financial Advisers: Frank Macindoe, Koda Capital](https://kodacapital.com/news/2023-top-100-financial-advisers-frank-macindoe-koda-capital/) - 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.
- [10 Koda Advisers in Australia's 2023 Top 100](https://kodacapital.com/news/10-koda-advisers-in-australias-2023-top-100/) - 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
- [Koda Wins 'Best for ESG Investing' in Prestigious Euromoney Awards](https://kodacapital.com/news/koda-wins-best-for-esg-investing-in-prestigious-euromoney-awards/) - In the recently released Euromoney 2023 Private Banking Awards, Koda Capital was named 'Best for ESG Investing' in Australia. The Private Banking Awards for 2023 have been researched and managed by Euromoney's research team and external judges, and have also incorporated editorial advice. Full results and more details on the awards can be seen at
- [Koda finds value in litigation finance, insurance-linked securities](https://kodacapital.com/news/koda-finds-value-in-litigation-finance-insurance-linked-securities/) - Volatility in listed equities has led the wealth manager to different sources of returns. Already heavily defensively positioned, Koda Capital has been adding more defensive exposures to income diversifiers over the past six to 18 months as volatility continues to rock equities. Jonathan Ayres, managing partner at Koda, said the $10bn wealth manager had been
- [Koda Capital's Reflect Reconciliation Action Plan Receives Formal Endorsement by Reconciliation Australia](https://kodacapital.com/news/koda-capitals-reflect-reconciliation-action-plan-receives-formal-endorsement-by-reconciliation-australia/) - 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](https://kodacapital.com/news/financial-advice-reforms-must-cut-red-tape-koda-capital/) - 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](https://kodacapital.com/news/redwood-wealth-alliance-joins-koda-capital/) - 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
- [9 Koda Advisers in Australia's 2022 Top 100](https://kodacapital.com/news/9-koda-advisers-in-australias-2022-top-100/) - 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 an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the ranking
- [Koda Capital Welcomes Emigrant Partners as a Minority Strategic Investor](https://kodacapital.com/news/koda-capital-welcomes-emigrant-partners-as-a-minority-strategic-investor/) - Koda Capital welcomes Emigrant Partners as a minority strategic investor to support the next phase of growth, commitment to partner ownership and independent advice model Koda Capital (“Koda”), a leading independent financial advice firm for high-net-worth clients today announced that Emigrant Partners, the US-based capital and advice partner, will become a strategic minority investor in
- [Koda Capital Achieves Top Ten Ranking In AFR's 2022 Best Places to Work](https://kodacapital.com/news/koda-capital-achieves-top-ten-ranking-in-afrs-2022-best-places-to-work/) - Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to
- [7 Koda Advisers in Australia's 2019 Top 50](https://kodacapital.com/news/7-koda-advisers-in-australias-top-50/) - Today US financial investment publication Barron's, in partnership with The Australian's business magazine The Deal, released their rankings of Australia's Top 50 Financial Advisers. The rankings are based on an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The list included seven Koda Adviser Partners--which
- [9 Koda Advisers in Australia's 2020 Top 100](https://kodacapital.com/news/9-koda-advisers-in-australias-top-100/) - 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 an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the ranking
- [8 Koda Advisers in Australia's 2021 Top 100](https://kodacapital.com/news/8-koda-advisers-in-australias-top-100/) - 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 an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the ranking
- [Koda Capital Achieves Top Ten Ranking In AFR's 2021 Best Places to Work](https://kodacapital.com/news/koda-capital-achieves-top-ten-ranking-in-afrs-2021-best-places-to-work/) - Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to
- [Scale By Independence: The Koda Capital Model](https://kodacapital.com/news/scale-by-independence-the-koda-capital-model/) - As the CEO and co-founder of wholesale advice outfit Koda Capital, Paul Heath always had a “well-formed” views about the firm he wanted to create. Independence and client centricity were at the heart of the vision he shared with co-founder Steve Tucker. But while the two concepts are “fantastic marketing terms”, Heath had another use
- [There Are Still Dangerous Loopholes In Financial Advice Rules](https://kodacapital.com/news/there-are-still-dangerous-loopholes-in-financial-advice-rules/) - LICs do not have enough institutional support to work well for mum and dad investors It would have been very hard for anyone involved in the financial services industry not to have felt some sense of shame as example after example of poor behaviour was methodically uncovered by the Royal Commission. It is no wonder
- [Koda Capital Founders' Brotherly Love](https://kodacapital.com/news/koda-capital-founders-brotherly-love/) - It's been a challenging road for finance industry veterans Paul Heath and Steve Tucker, but there's always time for mischief. Paul Heath and Steve Tucker are co-founders of independent wealth management firm Koda Capital, where Heath is CEO and Tucker is chairman. They spoke to AFR BOSS magazine about their working relationship. Paul Heath Steve
- [NSW Lockdown Brings Fresh Challenges For Employers](https://kodacapital.com/news/nsw-lockdown-brings-fresh-challenges-for-employers/) - Paul Heath, chief executive of independent wealth management firm Koda Capital, admits to “a little bit of eyeball rolling” when NSW Premier Gladys Berejiklian put four local government areas into lockdown on Friday. Koda’s Sydney office is in the same building as a Fitness First gym, which was designated a hotspot a week earlier, so all 45
- [The New Giving](https://kodacapital.com/news/the-new-giving/) - The face of philanthropy is changing, as wealthy donors draw on values often inculcated in them as children and align themselves with like-minded organisations. For Cathie Reid, family involvement in philanthropic matters goes back to her childhood in Victoria. She didn’t quite know it then, but seeing the time that her family would devote to
- [Three Questions for Frank Macindoe](https://kodacapital.com/news/three-questions-for-frank-macindoe/) - Frank Macindoe has been an adviser in private wealth management since 2002. Prior to joining Koda Capital as a partner and adviser in 2018, he worked at JBWere for 16 years. His early career began as a commercial lawyer in Melbourne, London and Sydney. Frank has considerable personal involvement with the not-for-profit sector and is
- [Bringing Objectivity To Financial Advice](https://kodacapital.com/news/bringing-objectivity-to-financial-advice/) - Koda Capital’s Frank Macindoe provides financial advice for some of the wealthier people in Australia as well as charities and not-for-profit organisations. He and others in his firm make their money by charging for financial advice. But Macindoe worries that the increasing regulation of the sector means that the cost of good financial advice is
- [Koda Capital Challenges Consensus And Warns Of ‘Fragile’ Recovery](https://kodacapital.com/news/koda-capital-challenges-consensus-and-warns-of-fragile-recovery/) - 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
- [Seek Drama Highlights Investors' China Dilemma](https://kodacapital.com/news/seek-drama-highlights-investors-china-dilemma/) - 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
- [Charities Dipping Into Their Reserves As Covid Hits Income](https://kodacapital.com/news/charities-dipping-into-their-reserves-as-covid-hits-income/) - 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
- [Koda Capital Receives 'Best Investor Supporting Australian Managers' Award](https://kodacapital.com/news/koda-capital-receives-best-investor-supporting-australian-managers-award/) - At the 2018 Hedge Funds Rock event Koda was recognised as the 'Best Investor Supporting Australian Managers'. This award was given "in recognition of Koda’s pursuit of finding, researching and supporting good alternative investment managers for clients and undertaking a program of investor education through its adviser network" and was presented to Head of Research
- [Koda Named Australia's Best Private Wealth Manager](https://kodacapital.com/news/koda-named-australias-best-private-wealth-manager/) - "In a relatively short period of time, Koda Capital has earned a reputation for providing holistic, strategic client-centric advice to sophisticated, high net worth individuals and families. Koda is an excellent choice for any investor seeking truly independent and thoughtful financial advice.” Koda Capital has been named Australia’s Best Private Wealth Manager by leading national business
- [Koda Wins Prestigious Euromoney Awards](https://kodacapital.com/news/koda-wins-prestigious-euromoney-awards/) - Euromoney today released the 2019 Private Banking and Wealth Management Survey results. Koda Capital debuted in the survey results and was ranked #1 in Philanthropic Advice as well as #1 in Succession Planning Advice and Trusts. Euromoney surveyed private banks and wealth managers across Australia to identify the firms that they consider to be their
- [Tucker Says Future of Advice is Independent](https://kodacapital.com/news/tucker-says-future-of-advice-is-independent/) - “The theme of independence is emerging very strongly.” Former MLC veteran Steve Tucker has re-emerged in his first financial services industry role since departing National Australia Bank more than a year ago – and has declared: “It probably won’t be the last.” Listed broker Euroz said on Tuesday that Mr Tucker, who ran NAB’s wealth
- [Super Fees Too High, Advice Poor](https://kodacapital.com/news/super-fees-too-high-advice-poor/) - "David Murray has launched a stinging attack on the country’s massive wealth management industry, criticising the high level of fees and the poor quality of financial advice." David Murray has launched a stinging attack on the country’s massive wealth management industry, criticising the high level of fees and the poor quality of financial advice. The
- [Credibility Gap Not Closing For Financial Advisers](https://kodacapital.com/news/credibility-gap-not-closing-for-financial-advisers/) - "The financial services industry and successive governments all happily agree more people should get financial advice. But what if the financial advice is lousy? What if the result is that many clients would have been better off without it?" The financial services industry and successive governments all happily agree more people should get financial advice.
- [ASIC Targets Banking Staff](https://kodacapital.com/news/asic-targets-banking-staff/) - "The corporate regulator is seeking tougher powers to allow it to take action against bank managers when their financial planners dupe customers." The corporate regulator is seeking tougher powers to allow it to take action against bank managers when their financial planners dupe customers. The Australian Securities and Investments Commission wants legal changes to allow
- [Lure of the Independent Market Sees Fortress Under Siege](https://kodacapital.com/news/lure-of-the-independent-market-sees-fortress-under-siege/) - "Institutions exert enormous control – through direct ownership or other commercial relationships – over vast swathes of Australia’s financial ­planning businesses." Financial planning in Australia began as a “cottage industry”, a village of mainly small-to-medium dwellings occupying the virgin territory carved out by the swashbuckling financial deregulators of the 1980s. More than two decades later,
- [Good Returns From New Sector](https://kodacapital.com/news/good-returns-from-new-sector/) - It’s the new wave of investment, which threatens to turn the world of ­philanthropy on its head, by a simple switch of focus: to apply the same ­models for ­success in philanthropic endeavours as are applied to business. It’s the new wave of investment, which threatens to turn the world of ­philanthropy on its head,
- [No Peace in Financial Advice Wars](https://kodacapital.com/news/no-peace-in-financial-advice-wars/) - "One of Cormann’s most senior superiors recently told me: 'We need to separate financial advice from big institutions.' At the very least, we have to comprehensively eradicate conflicts between advisers and clients." In true Terminator style, Mathias Cormann’s contentious wind-back of Labor’s Future of Financial Advice (FoFA) laws refuses to die. About two minutes after
- [Steve Tucker and Paul Heath Launch HNW Business](https://kodacapital.com/news/steve-tucker-and-paul-heath-launch-hnw-business/) - The challenges facing the private wealth profession today have been well documented. The profession can't rely on regulation to rebuild trust; the market itself needs to take responsibility for this. Former MLC chief executive Steve Tucker and former JBWere chief executive Paul Heath have launched a new private wealth management firm, Koda Capital. Privately funded
- [Koda Capital Opens Its Doors](https://kodacapital.com/news/koda-capital-opens-its-doors/) - As we considered the landscape of wealth advice, we saw a gap – that of an independent, high quality firm, staffed by experienced professionals that serve clients in a manner completely free of the conflicts of interest which exist in many firms. Finance industry veterans Steve Tucker and Paul Heath have launched their new
- [Finance Heavyweights Steve Tucker, Paul Heath Set Up Own Advice Shop](https://kodacapital.com/news/finance-heavyweights-steve-tucker-paul-heath-set-up-own-advice-shop/) - The financial advisory system in Australia had worked well over the decades despite those shortcomings, he [Steve Tucker] said, but the market was now moving strongly in favour of advice that unequivocally put the interests of the client ahead of any other consideration. Steve Tucker and Paul Heath, who until recently were respectively chief executive
- [Steve Tucker, Paul Heath Launch Koda Capital](https://kodacapital.com/news/steve-tucker-paul-heath-launch-koda-capital/) - The former boss of MLC Steve Tucker and ex-JBWere chief executive Paul Heath have teamed up to launch their own private wealth group, Koda Capital. The two wealth veterans have secured funding from private equity players, and Koda is hoping to woo high net worth individuals, families and not-for-profit organisations to use its services. The
- [Ex NAB Wealth Bosses Going It Alone](https://kodacapital.com/news/ex-nab-wealth-bosses-going-it-alone/) - Former NAB Wealth executives Steve Tucker and Paul Heath have launched Koda Capital, an investment and financial advice company they say will offer commission-free independent advice. The firm's target client base will be high net worth individual, families and charitable foundations. Heath, a former chief executive officer of JBWere, will become Koda's CEO, while Tucker
- [Koda Rings Independent Bell On Financial Advice](https://kodacapital.com/news/koda-rings-independent-bell-on-financial-advice/) - Steve Tucker's choice of former JBWere chief executive Paul Heath as CEO of their new independent advisory group Koda Capital, represents what may be a ringing of the bell on the “vertically integrated”, bank-dominated tied model of financial advice. It was only a matter of time before Steve Tucker, the man who abolished commissions
- [Steve Tucker: The World Is Not Flat And The Market Will Solve Advice Conflicts](https://kodacapital.com/news/steve-tucker-the-world-is-not-flat-and-the-market-will-solve-advice-conflicts/) - The reality is, in my view, that the market itself will provide the solution...most importantly, we will see the emergence of a new style, independent professional services firm. As various governments and regulators have struggled to create the right settings to ensure clients receive the best advice from financial planners and advisors, it seems to
- [Has The Era Of The Major Professional Services Firm Dawned In Financial Planning?](https://kodacapital.com/news/has-the-era-of-the-major-professional-services-firm-dawned-in-financial-planning/) - A puzzling feature of the financial services landscape is that large-scale professional services firms, like those found in law or accounting, don’t exist the same way in financial planning. A puzzling feature of the financial services landscape is that large-scale professional services firms, like those found in law or accounting, don’t exist the same way
- [Steve Tucker: New-Generation Firms Set New Benchmarks for Financial Planning Businesses](https://kodacapital.com/news/steve-tucker-new-generation-firms-set-new-benchmarks-for-financial-planning-businesses/) - It is an empowered consumer who will demand change. This shift will be evident in the birth and subsequent growth of a new generation of advisory firms. The future firm will be independent of the vested interests of the financial institutions – both in ownership structure and product range offered. The financial planning and wealth
- [New Private Wealth Management Firm Announces Two Key Appointments](https://kodacapital.com/news/new-private-wealth-management-firm-announces-two-key-appointments/) - “We are delighted that two of the country’s top private wealth advisers are joining us to provide advice which is independent and completely free of conflicts of interest." New private wealth management firm Koda Capital has announced the appointment of two key advisers to its fast growing team. Koda Capital was established late last year
- [Two New Operators Set to Challenge Advice Models](https://kodacapital.com/news/two-new-operators-set-to-challenge-advice-models/) - As the Australian financial services industry starts to sputter to life after five years of product, distribution and strategy stagnation, two separate bets on growth are starting to emerge among the new financial services business. This means that if you are starting to think about how to invest money or entering the financial advice market for the
- [Two More JBWere Execs Join Koda Capital](https://kodacapital.com/news/two-more-jbwere-execs-join-koda-capital/) - “Philanthropic and non-profit advice is one of the core pillars of Koda’s independent, fee-for-service offering and we have started with the best in the field." Professional services and wealth management firm Koda Capital has grown its overall team to 19 staff, including board members, following its establishment by former National Australia Bank (NAB) executives Paul
- [The Impossible Solution for Financial Advice](https://kodacapital.com/news/the-impossible-solution-for-financial-advice/) - The focus is on advisers. It always has been. "The institutions don't want to be in the advice business," Hewison Private Wealth founder, John Hewison, says. "There's no money in it." Well, there must be money in it, otherwise Hewison wouldn't run a business himself, but his point is one you hear repeated every so
- [Fast Growing Wealth Firm Makes Senior Appointments](https://kodacapital.com/news/fast-growing-wealth-firm-makes-senior-appointments/) - “Koda’s unique value proposition, built around independence and a partnership culture, is generating strong interest amongst advisers and clients who are seeking alternatives to existing wealth management models.”
- [Non-Profits Failing To Capitalise On Investments](https://kodacapital.com/news/non-profits-failing-to-capitalise-on-investments/) - Non-profit organisations are missing out on potential investment income by shunning fund managers and allocating large proportions of their capital in cash and deposits, despite the low interest rate environment. Non-profit organisations are missing out on potential investment income by shunning fund managers and allocating large proportions of their capital in cash and deposits, despite
- [Charity Begins Far From Home: Why Americans Are More Generous Than Australians](https://kodacapital.com/news/charity-begins-far-from-home-why-americans-are-more-generous-than-australians/) - Australia ranks sixth in the Charities Aid Foundation's world giving index, behind the US, Myanmar, Canada, Ireland and New Zealand. The index incorporates donations of money, helping strangers and volunteering time. Bill Gross, the famous American bond king who became rich betting on interest rate shifts, revealed this week that he intended to give away
- [Charities Lose Out With Increasing Risk And Low Rates](https://kodacapital.com/news/charities-lose-out-with-increasing-risk-and-low-rates/) - New research conducted by Koda Capital, a boutique private wealth management firm focused on servicing non-profit clients, has found the Australian non-profit sector has seen a drop in investment income of more than $880 million per annum each year since 2011. Falling interest rates are stripping nearly $1 billion per year from the coffers of
- [Private Equity Founders Bankroll Heath and Tucker's Koda Capital](https://kodacapital.com/news/private-equity-founders-bankroll-heath-and-tuckers-koda-capital/) - Private equity heavyweights are backing former boss of MLC Steve Tucker and ex-JBWere chief executive Paul Heath, who teamed up in late 2014 to form Koda Capital. As the sun sets on traditional retail stockbroking, not everyone is headed for the exits. It's understood a collection of finance heavyweights are behind recently-formed Koda Capital, buying
- [Koda Establishes QLD Presence With UBS Execs](https://kodacapital.com/news/koda-establishes-qld-presence-with-ubs-execs/) - “The idea of independence is a real attraction point as is a model that contains no inherent conflicts of interest,” Heath said, emphasising Koda offered transparency and that was resonating with clients. Sydney-based wealth management firm Koda Capital has bolstered its presence on the eastern seaboard, with two Brisbane advisers soon to join the firm
- [How Discount SMSF Players Are Clipping Your Ticket](https://kodacapital.com/news/how-discount-smsf-players-are-clipping-your-ticket/) - The self-managed super fund industry is being undermined by low-cost platform providers charging hefty commissions and enjoying cosy relationships with the banks, writes James Frost. Heavily discounted platforms for self-managed superannuation funds are being subsidised by complex networks of rebates and commissions that have the potential to undermine users' retirement savings. The platforms streamline the
- [Australian Giving Stagnating - Review](https://kodacapital.com/news/australian-giving-stagnating-review/) - The proportion of Australians claiming a gift or donation is stagnant and remains below the level it reached in 1985-6, according to a report released by independent private wealth advisory business Koda Capital. The proportion of Australians claiming a gift or donation is stagnant and remains below the level it reached in 1985-6, according to
- [Laying Foundations for Change: The Atlantic Philanthropies in Melbourne](https://kodacapital.com/news/laying-foundations-for-change-the-atlantic-philanthropies-in-melbourne/) - “Chuck is a ‘show me, not tell me’ kind of guy,” Oechsli explained. “We recognise there is great diversity in philanthropy and the idea of these discussions is that we want to share things and help encourage others and explore ways to make a difference in peoples’ lives.” Warren Buffet’s bid to out-do Chuck Feeney’s
- [Koda To Grow Melbourne Footprint](https://kodacapital.com/news/koda-to-grow-melbourne-footprint/) - “For us, having the advisers who have skills and capability in those core client segments that we’re going after is critical, and we’re really happy that people of such high quality have come to Koda and have chosen to be partners with us.” Professional services and wealth management firm Koda Capital is set to expand
- [Ethical Approach Will Put Advisers Ahead](https://kodacapital.com/news/ethical-approach-will-put-advisers-ahead/) - In our view you can’t regulate for culture – it’s got to be owned by individuals and companies that say we’re going to behave in a particular way. Financial advisers should actively promote an ethical culture within their business rather than waiting for regulators to do it for them, according to professional services and wealth
- [Partner Route Aligns Koda With Professions](https://kodacapital.com/news/partner-route-aligns-koda-with-professions/) - It’s time to step away from conventional thinking that the only way a private advisory business can operate is with revenue from product sources or other areas, and embrace the new model, which is more like a professional services firm than an old financial planning dealership. Establishing a professional partnership model in the tradition of
- [US Equity Market Concerns See Investors Urged to Identify Index Survivors](https://kodacapital.com/news/us-equity-market-concerns-see-investors-urged-to-identify-index-survivors/) - Concerns about the challenges facing US shares can be mitigated with careful planning and prudent analysis. The US economy has done the bulk of the heavy lifting this growth cycle, and investors have been accordingly rewarded. The S&P 500 Index is up 244 per cent from the March 2009 lows, and these compare with 185 per
- [Why the Chan Zuckerberg Initiative is a Sign of the Philanthropic Times](https://kodacapital.com/news/why-the-chan-zuckerberg-initiative-is-a-sign-of-the-philanthropic-times/) - Embracing complexity, contradiction and imperfection: Why the Chan Zuckerberg Initiative is a sign of the philanthropic times David Knowles contends that the Chan Zuckerberg Initiative is a game changer with the potential to completely revise the way we think about philanthropy, charity and how to create social impact, thanks to its big picture approach and
- [The Party Has Ended In China - Now For The Hangover](https://kodacapital.com/news/the-party-has-ended-in-china-now-for-the-hangover/) - We believe that current volatility in the market is not an over-reaction. Indeed, it is likely to be the defining characteristic of 2016.A rebound in the iron ore price to $US64 a tonne, and rallies in the prices of Australia's biggest mining stocks have buoyed the hopes of many investors and especially those in BHP Billiton and Rio
- [The Banks Consider The True Cost Of Financial Advice](https://kodacapital.com/news/the-banks-consider-the-true-cost-of-financial-advice/) - "Have the institutions tackled the business model that has the product areas subsiding the advice businesses? When they do, will we see the rise of the independent again?" While most voters are not paying much attention to the election campaign, the financial services industry is on high alert. That's not just because of the tightening
- [Twelve Blue Chip Stocks Of The Future](https://kodacapital.com/news/twelve-blue-chip-stocks-of-the-future/) - Koda's chief investment officer Brigette Leckie says that she expects the speed at which companies are booted from the index to double; that it will take only five years for the index to turn over the next 250 companies. There's a saying in stockbroking that goes back decades: "You'll never get fired for buying IBM."
- [Sector Should Plan For Philanthropy Surge](https://kodacapital.com/news/sector-should-plan-for-philanthropy-surge/) - Philanthropy is set to transform the wealth management industry. The marked rise in philanthropy among high net worth Australians, combined with the need for an improved non-profit sector to replace government funding in areas like aged care and social welfare, means philanthropy is set to transform the wealth management industry, according to Koda Capital.
- [Product Subsidies Stop Financial Advisers Being Viewed As Professionals](https://kodacapital.com/news/product-subsidies-stop-financial-advisers-being-viewed-as-professionals/) - This is being driven by clients. Post the global financial crisis, clients are looking for independence and agility. There is a question about whether advisers acted in their clients' interests or in the interests of the adviser. The subsidising of products and services inside large wealth management companies needs to end before financial planners will be regarded as professionals,
- [Choosing The Right Adviser For Wealthy Individuals](https://kodacapital.com/news/choosing-the-right-adviser-for-wealthy-individuals/) - "The worst outcome is when there's a mismatch between the skills and capability of the adviser and the needs and issues the client faces. If the client has amassed a certain amount of wealth, and the adviser is used to clients who are at risk of not having enough money in retirement, then the sort
- [Too Much Risk A Danger In Trying To Generate Yield](https://kodacapital.com/news/too-much-risk-a-danger-in-trying-to-generate-yield/) - Chief executive of Koda Capital, Paul Heath, says the question investors should be seeking to answer is how to position portfolios late in a bull cycle. There are few places for wealthy investors to turn to achieve strong returns in a world plagued by uncertainty, low growth and geopolitical concerns. The advice from the experts is not
- [Why Banks Are Rethinking Wealth Management](https://kodacapital.com/news/why-banks-are-rethinking-wealth-management/) - "I think the industry is at an inflection point where independence – and what that represents now – completely changes the model for clients and for advisers and the investment banks, which are typically at the vanguard of this, are exiting." In 2009, nine of the 10 biggest investment banks operating in Australia owned their own
- [The Profession Reflects: 2016 – The Year In Review](https://kodacapital.com/news/the-profession-reflects-2016-the-year-in-review/) - Without a doubt 2016 was the year when clients - the real consumers of wealth management - also voted with their feet against business as usual and began looking for alternatives. The year 2016 may be looked back upon as the year in which the foundations for a financial planning profession were finally put in
- [Family Leadership Key to Wealth Transfer](https://kodacapital.com/news/family-leadership-key-to-wealth-transfer/) - “When we spoke to clients, they would explain to us that the instruments of wealth transfer exist – they have wills, trusts and estate plans – but what they lack was that family dynamic." Wealth advisers could play a critical role in helping clients to work out an effective transfer of wealth to their adult
- [Effective Workplace Flexibility Is Freedom ... With Responsibility](https://kodacapital.com/news/effective-workplace-flexibility-is-freedom-with-responsibility/) - At Koda we value our people. A trust-based culture that allows flexible working is a natural extensions of that. Thinking about allowing your workers to work “flexibly”? Fiona Smith finds out why Australian businesses are leading this trend. Treating employees like grown-ups and allowing them to make responsible decisions about where, when and how they
- [The Profession Predicts: 2017 – The Year Ahead](https://kodacapital.com/news/the-profession-predicts-2017-the-year-ahead/) - 2017 will be the year when providers of independent advice cross a tipping point and lead the industry towards becoming a true profession. If predictions for what 2017 holds could be summarised in a single phrase, it might be a focus on consumers. Experts hand-picked by Professional Planner to provide their views on what’s in store for
- [The Future Belongs To Those Who Evolve Alongside Their Clients](https://kodacapital.com/news/the-future-belongs-to-those-who-evolve-alongside-their-clients/) - In 2016, I tackled the single most important issue affecting my business. It was becoming clear to me that my more financially sophisticated clients were looking for something different in wealth advice. The nature of their needs was changing and I was struggling to be relevant to the most important client segment in my business.
- [Banks Will Have To Choose Between Advice And Product](https://kodacapital.com/news/banks-will-have-to-choose-between-advice-and-product/) - "The shift is structural, not cyclical. Consumers are driving it. Why would banks continue a vertically integrated system when consumers are deciding not to get product and advice in the same place? There is a big shift towards the independence model." Banks will continue to own wealth businesses but these are unlikely to include both
- [Get Ready For The Future Face Of Wealth Management](https://kodacapital.com/news/get-ready-for-the-future-face-of-wealth-management/) - The vertically integrated model championed by Australia’s large financial institutions may have been sufficient for the last 15 years but it will not even exist for the next 15 years – let alone suffice. There are many challenges facing private wealth management in Australia, including subdued economic conditions, equity market volatility, digital disruption, seismic demographic
- [The New Face, And Heart, Of Wealth](https://kodacapital.com/news/the-new-face-and-heart-of-wealth/) - PWM firms will need to overcome their fear and apathy regarding technology and commit to embracing change. A number of trends are emerging in private wealth management (PWM), driven by profound changes in the demographics and attitudes of wealthy Australians. Arguably the biggest shift is the changing face of wealth in Australia. It is no
- [When Efficiency Becomes The Enemy Of Growth](https://kodacapital.com/news/when-efficiency-becomes-the-enemy-of-growth-2/) - Is efficiency a friend or an enemy? It has the potential to be both. Leading PWM firms know the line. Advisory firms are facing a conundrum. In addition to managing ongoing regulatory reform, they need to find ways to build their business and revenue, despite being at or near capacity in terms of client numbers.
- [On The Edge Of Professionalisation: It’s Time To Make The Leap](https://kodacapital.com/news/on-the-edge-of-professionalisation-its-time-to-make-the-leap/) - Advisers will never be recognised as professionals as long as they are housed inside an institution where product fees subsidise the true costs of advice. Private wealth management is an industry on the verge of becoming a profession. Advisers are highly educated, highly qualified fiduciaries and if compared with a lawyer or accountant, they would
- [AFR Fast Starters 2017](https://kodacapital.com/news/afr-fast-starters-2017/) - The Australian Financial Review today released the 2017 Fast Starters list. All companies listed started trading after 1 July 2013 and must be Australian-owned to be considered. Fast Starters are ranked by revenue for the most recent year with their growth over the current and previous year noted. Koda Capital debuted in the 2017 list
- [Koda Capital Poaches Bank of Melbourne Operative](https://kodacapital.com/news/koda-capital-poaches-bank-of-melbourne-operative/) - Boutique advisory firm Koda Capital has made another high-profile hire. Street Talk can reveal Koda, chaired by former MLC boss Steve Tucker, has lured across Bank of Melbourne's head of premium banking and business growth Jonathan Ayres. It is understood Ayres resigned on Monday and will join Koda as managing partner of Victoria. Ayres spent
- [Koda Capital Swoops on JBWere Advisers](https://kodacapital.com/news/koda-capital-swoops-on-jbwere-advisers/) - "Of course I'm attracted by Koda's independence, but equally it is about their partnership model, where the owners of the business are in daily contact with clients," Macindoe told Street Talk. Koda Capital has poached three of JBWere's key operatives in a move expected to turbo-charge the boutique wealth advisory firm's growth. Street Talk
- [Koda Makes An Impact As Investors Chase Social Returns](https://kodacapital.com/news/koda-makes-an-impact-as-investors-chase-social-returns/) - “Our clients can build portfolios that reflect not just their financial objectives, but their values and their desire to invest in social and environmental change.” Koda Capital CEO, Paul Heath Koda Capital has become the first Australian firm of its kind to offer investors the opportunity to make investments that deliberately improve the world. The
- [Koda Capital Snaps Up CBA Pair](https://kodacapital.com/news/koda-capital-snaps-up-cba-pair/) - The hires are just the latest in a growing trend that has seen increasing numbers of high net worth clients and their advisers jumping ship from the big incumbent wealth managers including big four and Wall Street-owned banks to boutique firms. Private wealth manager Koda Capital has picked up another two advisers for its
- [The Organisational DNA That Makes A Very Successful Commercial Bank Is Often Very Counterproductive](https://kodacapital.com/news/the-organisational-dna-that-makes-a-very-successful-commercial-bank-is-often-very-counterproductive/) - “There is a profound cultural difference between the DNA of an organisation that is primarily offering clients access to its balance sheet, i.e. banking, and the DNA of an organisation that is an advice business." Paul Heath, founding partner and chief executive officer, Koda Capital in Australia, believes the breakdown of Australian banks’ vertically integrated
- [Tax, Markets and More: Koda Capital](https://kodacapital.com/news/tax-markets-and-more-koda-capital/) - Alan Kohler recently spoke to Koda CEO Paul Heath to find out more about the firm, Paul's thoughts on where things are at with the markets, what Koda is advising clients to do with their money and how best to structure portfolios for tax. Paul Heath is the CEO and Co-Founder of Koda Capital. The
- [Financial Standard Featured Profile on Koda's Jason Coggins](https://kodacapital.com/news/financial-standard-featured-profile-on-kodas-jason-coggins/) - At Koda Capital, head of research Jason Coggins and the investment team go the extra mile to put clients first. He tells Karren Vergara how they do so in a spirit of being truly independent. In Koda Capital's Sydney office, a large elephant sculpture greets you in the foyer while figurines of different colours and
- [Banking Royal Commission: The Revolution In Financial Advice](https://kodacapital.com/news/banking-royal-commission-the-revolution-in-financial-advice/) - Yet the need for advice will only increase, particularly as a generation of Baby Boomers retires. That market is increasingly likely to be filled by truly independent adviser groups offering more tailored services and at least the promise of higher returns and greater flexibility. The royal commission hearings into insurance starting Monday will no doubt
- [Reimagining Charities as Sustainable Businesses](https://kodacapital.com/news/reimagining-charities-as-sustainable-businesses/) - Charities will need to reposition themselves as sustainable social enterprises to be successful in the future, according to a new report. The Koda Capital Snapshot of Australian Giving said the concept of a charitable organisation may need to be reimagined with people becoming less charitable and less trusting of charities. “Not only do many of
- [AFR Fast Starters 2018](https://kodacapital.com/news/afr-fast-starters-2018/) - The Australian Financial Review today released the 2018 Fast Starters list. All companies listed started trading after 1 July 2014 and must be Australian-owned to be considered. Fast Starters are ranked by revenue for the most recent year with their growth over the current and previous year noted. Koda Capital made the Fast Starters list
- [Bear Market Fears Don’t Stack Up](https://kodacapital.com/news/bear-market-fears-dont-stack-up/) - I was particularly impressed with the report Frank Macindoe, an adviser and partner at Koda Capital, circulated during the panic. He pointed out that we should never be confident in short-term market predictions because in that period the sharemarket is largely driven by sentiment and herd-like behaviour; but investors always need to recognise there are
- [Future Of Advice: Boutiques For Some, Robo-Plans For The Rest](https://kodacapital.com/news/future-of-advice-boutiques-for-some-robo-plans-for-the-rest/) - Koda Capital chief executive Paul Heath said the industry would fundamentally change following the royal commission, agreeing that "a model where advice is subsidised by products is finished". He said there was a significant opportunity for technology to play a role in reducing compliance costs when assessing clients and preparing financial advice statements. Westpac chief
- [Is The Super Cap Cramping Your Style?](https://kodacapital.com/news/is-the-super-cap-cramping-your-style/) - Limits on superannuation contributions and total balances mean that some can struggle to get as much money as they would like into their superannuation. For this group there are a number of extra options to build retirement income in a tax efficient way. Since July 1, 2017 superannuation savers have been limited to annual contribution
- [The Future Of Advice – Part two](https://kodacapital.com/news/the-future-of-advice-part-two/) - No longer will advisers keep product margins, it will be the adviser negotiating hard for fees and performance, for the client, against the investment manager. Professional Planner has tapped the brains of some of the industry’s best known and important thinkers to traverse four separate categories – advice (what the client sees), investment implementation &
- [Planners Urged To Forget The Past And Face The Future](https://kodacapital.com/news/planners-urged-to-forget-the-past-and-face-the-future/) - The post-royal commission landscape, regulatory change and a focus on higher educational standards will spur a “substantial exodus” of existing advisers from the industry in years ahead. Koda Capital chairman Steve Tucker says players in the battered financial advice industry risk having “no future” unless advisers and firms stop clinging to failed structures of the
- [Voices Of Experience: Advice Legends Tell Their  Stories](https://kodacapital.com/news/voices-of-experience-advice-legends-tell-their-stories/) - Ultimately we are on the right path. The improvement in quality, the move to professionalism, the rise of the independent movement as the industry forms around the new structures that are going to suit the conditions and the community expectations. The below article is a two part series published on professionalplanner.com.au 29 Nov 2019 and 2
- [1 January Is A Moment Of Truth For The Wealth Industry](https://kodacapital.com/news/1-january-is-a-moment-of-truth-for-the-wealth-industry/) - The key question to consider is how can an adviser who is receiving a significant fee for selling a product be in a position to offer good advice to their client? The truth is, they can’t. For investors who poured over $900mln into the listed KKR Credit Income fund (KKC) during October, the opening weeks
- [ASIC Warns Treasurer On Risky Funds](https://kodacapital.com/news/asic-warns-treasurer-on-risky-funds/) - On December 24, one week after becoming aware the Financial Review had received the confidential ASIC documents and 4½ months after Treasury received ASIC's warnings, Mr Frydenberg wrote to Mr Shipton requesting an update. "I am sure you share my concern that ASIC's analysis revealed some correlation between higher stamping fees and underperforming LICs," Mr
- [Conflicted Fees Hollow Out Trust In Wealth Advice](https://kodacapital.com/news/conflicted-fees-hollow-out-trust-in-wealth-advice/) - The integrity of the financial advice system is compromised by the loophole that pays advisers lucrative commissions for selling listed fund investments. Note: an abridged version of this paper was published in the AFR on 29 January 2020. The furore that has erupted over the revelation of a loophole that allows the use of selling fees to
- [Vertical Integration No Virus Cure: Ex-MLC Boss](https://kodacapital.com/news/vertical-integration-no-virus-cure-ex-mlc-boss/) - “The reality is that in a time of crisis, people need quality financial advice more than ever before. The idea that this is the time we should return to a subsidised and conflicted system would seem to be regressive.” Large vertically integrated wealth managers may be seeking to take advantage of the coronavirus crisis to
- [How Top Advisers Are Dealing With The Market Panic](https://kodacapital.com/news/how-top-advisers-are-dealing-with-the-market-panic/) - Rather than worrying about how bad things will get, the country's top financial advisers are focused on the opportunities being thrown up. The day that financial adviser Charles Moore of Koda Capital had been expecting for 11 years finally arrived this week with a sharemarket drop steep enough to enter the history books. Investors
- [AFR 2020 Fast 100](https://kodacapital.com/news/afr-2020-fast-100/) - The Australian Financial Review today released the 2020 Fast 100 and Fast Starters lists. To be eligible for entry into the Fast 100, a business must have started trading on or before July 1, 2015, and have had turnover greater than $500,000 in 2015–2016. Koda Capital debuted on the Fast 100 list in the #46
- [Koda Capital Warns ASX Exposure In Super Amplifies Risk For Retirees](https://kodacapital.com/news/koda-capital-warns-asx-exposure-in-super-amplifies-risk-for-retirees/) - Koda Capital Warns ASX Exposure In Super Amplifies Risk For Retirees Paul Heath, the chief executive of the $8bn boutique wealth manager Koda Capital, says the over-exposure of Australian investors to the local sharemarket through their superannuation funds is undermining the nation’s retirement system and unnecessarily amplifying risk for retirees. The former JBWere executive claimed

## Insights

- [Philanthropy & Beyond - Building an Impactful Life](https://kodacapital.com/insights/philanthropy-beyond-building-an-impactful-life/) - 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
- [Set Up For Success: Is Your Investment Committee Really Working?](https://kodacapital.com/insights/set-up-for-success-is-your-investment-committee-really-working/) - by David Knowles, Head of Philanthropy & Social Capital, Partner, Koda Capital Introduction This paper is the first in a series dedicated to helping trustees, directors and investment committee members of Australian charitable, non-profit and philanthropic organisations (‘non-profits’) think more clearly about some of the common, yet less obvious risks they face as non-profit investors.
- [Wearing the Right Hat: How to Think Like Your Non-Profit](https://kodacapital.com/insights/wearing-the-right-hat-how-to-think-like-your-non-profit/) - by David Knowles, Head of Philanthropy & Social Capital, Partner, Koda Capital Introduction This paper is the second in a series dedicated to helping trustees, directors and investment committee members of Australian charitable, non-profit and philanthropic organisations (‘non-profits’) think more clearly about some of the common, yet less obvious risks they face as non-profit investors.
- [Squeezing the Golden Goose: Why Higher Distribution Rates Won't Lift Giving](https://kodacapital.com/insights/squeezing-the-golden-goose-why-higher-distribution-rates-wont-lift-giving/) - by David Knowles, Head of Philanthropy & Social Capital, Partner, Koda Capital Introduction On 26 February 2026, the Albanese Government announced that the minimum annual distribution rate for both Private Ancillary Funds and Public Ancillary Funds, now collectively renamed 'Giving Funds', will rise to 6% of net assets per year. The current minimums are 5%
- [Matters that Matter - Edition 2 - Government Engagement](https://kodacapital.com/insights/matters-that-matter-edition-2-government-engagement/) - PREFACE ‘Matters that Matter’ captures sector insights from discussions with non-profit and philanthropic leaders attending and presenting at the many events facilitated by Koda’s Philanthropy & Social Capital team. In government engagement, most non‑profits have a secret weapon they often don’t recognise: their CFO. While CEOs and external/government relations teams are often front of house,
- [Rebuilding Financial Confidence After Separation](https://kodacapital.com/insights/rebuilding-financial-confidence-after-separation/) - by Stephanie Patrick, Senior Adviser The full text of this paper is available below. To download a PDF copy of this paper, click here. Introduction Separation and divorce are periods of significant change. Alongside the emotional impact, these changes frequently require people to make complex financial decisions – often at a time when clarity feels
- [Courage & Care: Managing Market Volatility](https://kodacapital.com/insights/courage-care-managing-market-volatility/) - Risk management for investment and finance committees in the time of COVID-19. This document is a revised and updated version of Courage & Care: Preparing for the Next Market Crisis, which was first published by Koda a little over two weeks before the Australian stock market began its steep descent in response to the rising
- [When Women Exit: Navigating from Cashed-up to Confident Custodian](https://kodacapital.com/insights/when-women-exit-navigating-from-cashed-up-to-confident-custodian/) - by Nicky Boustred, Senior Adviser & Partner, Sarah Sheehan, Adviser The full text of this paper is available below. To download a PDF copy of this paper, click here. “Over time, I’ve grown clearer about my purpose: to build a more inclusive world. A world that listens to women and girls, and values their contribution.
- [Matters that Matter](https://kodacapital.com/insights/matters-that-matter/) - Our latest paper from the Philanthropy & Social Capital team, 'Matters that Matter’ captures valuable sector insights from discussions with non-profit and philanthropic leaders attending and presenting at the many events that the team hosted earlier this year. Themes covered include fundraising, attracting and retaining staff, non-profit financial sustainability and more. At this time when many
- [Koda Capital Impact Investing Advisory Service](https://kodacapital.com/insights/koda-capital-impact-investing-advisory-service/) - Impact-Investing-Advisory-Service Koda is proud to offer clients the opportunity to build portfolios that reflect not just their financial objectives, but their values and their desire to invest in social and environmental change. We are excited to bring a pioneering impact investment advisory service to our clients. Impact investing for private, non-profit & philanthropic investors explains
- [Wealth with Intention: Navigating Opportunity After a Liquidity Event](https://kodacapital.com/insights/seizing-the-opportunity-wealth-management-after-liquidity-events/) - by Sean Abbott, Adviser & Partner, Koda Capital The full text of this paper is available below. To download a PDF copy of this paper, click here Having started the business from nothing, now having sold it, the challenge for me mentally has been having one part of my brain telling me to go and
- [Rethinking Your Portfolio: Wealth Through an Endowment Lens](https://kodacapital.com/insights/rethinking-your-portfolio-wealth-through-an-endowment-lens/) - by Norman Zhang, Chief Investment Officer, Koda Capital The full text of this paper is available below. To download a PDF copy of this paper, click here. The investment regime that dominated the past ten years – built on loose money, a zero interest rate environment, and disinflation that benefited risk assets – appears to
- [Impact Investing without Limits: International Opportunities for Australian Investors](https://kodacapital.com/insights/impact-investing-without-limits-international-opportunities-for-australian-investors/) - by Norman Zhang, Chief Investment Officer, Terusha Ramchund, Responsible Investment Specialist, and Will Beresford, Manager of Philanthropy & Social Capital The full text of this paper is available below. To download a PDF copy of this paper, click here. The impact investing landscape is evolving rapidly, shaped by growing investor demand and the urgent need
- [Private Debt Unlocked: Beyond the Basics](https://kodacapital.com/insights/private-debt-unlocked-beyond-the-basics/) - by Hagai Netser (CFA), Head of Core and Opportunistic Portfolios, Koda Capital The full text of this paper is available below. To download a PDF copy of this paper, click here. The spotlight on private debt has intensified, yet media coverage frequently reduces this intricate asset class to a one-dimensional narrative. While headlines may focus
- [The Role of Personal Values in Shaping Investment Choices](https://kodacapital.com/insights/the-role-of-personal-values-in-shaping-investment-choices/) - In an increasingly complex and dynamic investing environment, a deep understanding of personal values and mental models is essential for achieving both personal and professional success. Core values serve as fundamental principles that guide our decisions, actions, and interactions, while mental models are ingrained frameworks that shape how we perceive and interpret the world. By
- [Small Versus Large Cap Stocks: Exploring the Size Premium](https://kodacapital.com/insights/small-versus-large-cap-stocks-exploring-the-size-premium/) - The belief that small cap stocks should outperform their larger counterparts has long been held in the investment world since Rolf Banz first revealed the size premium in 1981. Historical data from 1962, as analysed by Fama and French in their 1992 paper, shows that the smallest 30% of US stocks have outperformed the largest
- [Helping Your Kids Without Ruining Your Life (or Theirs)](https://kodacapital.com/insights/helping-your-kids-without-ruining-your-life-or-theirs/) - How wealthy families help their children financially is a complex topic, as well as a deeply personal one. More families than ever are working through it. There are more than three times as many households with a net worth in excess of $5m compared to 15 years ago (adjusted for inflation). Families are smaller, meaning
- [The Upside of Maintaining Diversification](https://kodacapital.com/insights/the-upside-of-maintaining-diversification/) - The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few exceptions, however when faced with market turbulence many will retreat to the set of risks that are most familiar to them. In the process they often reduce the diversification of
- [Rising Tide: How Non-Profit Philanthropic Investors Approach Responsible Investing](https://kodacapital.com/insights/rising-tide-how-non-profit-philanthropic-investors-approach-responsible-investing/) - Over the past decade, purpose-driven investors have increasingly embraced the concept and practice of responsible investing. Today, many view investment capital through the prism of its real-world impact. Some go further and deploy capital with the deliberate intention of generating additional positive impact for their organisation, society and the environment. In late 2023, Koda's Philanthropy & Social
- [Do Valuations Matter?](https://kodacapital.com/insights/do-valuations-matter/) - In an investment landscape where traditional valuation metrics are constantly challenged, investors are increasingly asking: do valuations still matter in today’s market? The old principle of mean reversion appears to contradict the phenomenon that expensive assets can climb even higher and seemingly cheap investments can become value traps. The paper discusses the relationship between valuations
- [Beginning your philanthropic journey](https://kodacapital.com/insights/beginning-your-philanthropic-journey/) - Experience the pleasure and satisfaction that comes from knowing what you give makes a difference. This is a guide for those beginning their philanthropic journey. It explores why you should consider giving and explains mechanisms for incorporating altruistic activities into your tax, wealth and family succession planning.
- [The Principles Of Endowment Style Investing, Part II](https://kodacapital.com/insights/the-principles-of-endowment-style-investing-part-ii/) - In this report we discuss the importance of defining an endowment’s purpose, building effective investment governance policies and prudently managing capital to help achieve the mission and objectives of non-profit organisations. This white paper builds on the principles discussed in Koda’s first endowment investing paper and incorporates best practises observed with clients and leaders from
- [The Family Office Model - An Introduction](https://kodacapital.com/insights/the-family-office-model-an-introduction/) - Koda works with many families along the entrepreneurial journey, including when they start to consider the benefits of a Family Office. Through interviews with founders and family office executives we uncover learnings from success. This paper dives into the biggest mistakes, the best advice, and the functions needed for a family office that is both
- [From Good to Great - Critical Ingredients for Fundraising Teams](https://kodacapital.com/insights/from-good-to-great-critical-ingredients-for-fundraising-teams/) - 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.
- [Raising & Investing Endowment Capital in the Education Sector - March 2023](https://kodacapital.com/insights/raising-investing-endowment-capital-in-the-education-sector-march-2023/) - For many schools and universities, the desire to create endowment capital is a top priority. This report, a collaboration between Koda and leading global strategic consulting firm, CCS Fundraising, explores endowment fundraising best practice and looks at how to successfully invest endowment capital.
- [Investing for Non-Profits: 10 Investment Lessons for NFPs from the GFC](https://kodacapital.com/insights/investing-for-non-profits-10-investment-lessons-for-nfps-from-the-gfc/) - At Koda, one of the things we do is encourage our people to act as trustees, directors, investment committee members and advisers to charities, foundations and non-profits. In these roles we are often asked what the key investment lessons were for investment fiduciaries who are often still haunted by the GFC. This paper examines the
- [Courage & Care: Preparing for the Next Market Crisis](https://kodacapital.com/insights/courage-care-preparing-for-the-next-market-crisis/) - A Checklist for Investment Committees - no-one in the investment community knows when the next big market correction is coming, but every investor needs to be ready for it. This checklist can’t completely immunise non-profit investors against all the pain of a market crash, but it can help ensure they are as well prepared as
- [An Effective Investment Policy Statement](https://kodacapital.com/insights/an-effective-investment-policy-statement/) - Investing reserves on behalf of a foundation, charity or non-profit organisation is a tremendous privilege, and one that comes with significant responsibility. It requires a fiduciary mindset, a willingness to thoroughly address all aspects of stewardship, and a robust investment governance framework. It also requires the organisation to understand how its reserve assets serve its
- [Investing for Non-Profits: Essential Questions for Board and Investment Committee Members](https://kodacapital.com/insights/investing-for-non-profits-essential-questions-for-board-and-investment-committee-members/) - The basis for successfully investing non-profit reserves lies in addressing 10 key questions faced by all board and investment committee members. At Koda, our experience - as trustees, directors, investment committee members and advisers to charitable and non-profit investors - leads us to believe that every non-profit board and investment committee can make more of
- [Establishing an Investment Portfolio](https://kodacapital.com/insights/establishing-an-investment-portfolio/) - 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](https://kodacapital.com/insights/top-10-mistakes-of-the-australian-non-profit-investor-and-how-to-avoid-them/) - This paper is dedicated to helping non-profit trustees, directors and committee members spot and avoid potential mistakes and common pitfalls.
- [Giving Well - By Avoiding Big Mistakes](https://kodacapital.com/insights/giving-well-by-avoiding-big-mistakes/) - 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
- [Major Giving: Data-Driven Fundraising](https://kodacapital.com/insights/major-giving-data-driven-fundraising/) - More charities are turning to cutting-edge data activities, such as predictive analytics to drive major donor giving strategies. To realise these powerful tools, charities must first build a culture that embraces data. With this in mind, this paper explores: • The critical role data can play in major gift strategies • Creating an internal culture
- [Alternative Assets for Superior Diversification and Returns](https://kodacapital.com/insights/alternative-assets-for-superior-diversification-and-returns/) - When managing money in a world full of uncertainty, diversification is more important than ever. Alternative assets provide investors access to superior portfolio diversification and lower levels of volatility, which typically increases the likelihood of achieving an investor’s objectives over the long-term. In this paper, we discuss the role alternatives play in portfolios and explore
- [Risk Management Guide and Health Check – A guide for not-for-profits and social enterprises](https://kodacapital.com/insights/risk-management-guide-and-health-check-a-guide-for-not-for-profits-and-social-enterprises/) - For non-profits, risk management is an ongoing task that delivers impact while reducing exposure to unwanted outcomes. To help manage risks that you may be facing at your organisation, the Risk Management Guide and Health Check , a guide for non-profits and social enterprises, could be helpful. The guide is produced for Koda and its
- [Major Giving: Timeless Principles and Emerging Trends](https://kodacapital.com/insights/major-giving-timeless-principles-and-emerging-trends/) - Fundraising is the lifeblood for many charities and major gifts can be transformative. But how do Australian charities tap into the fast-growing world of major gift fundraising? This report, a collaboration between Koda and leading US strategic consulting firm, CCS Fundraising, sets out a four-pillar major gifts framework, highlights emerging trends and provides a practical
- [The Upside of Time in the Market](https://kodacapital.com/insights/the-upside-of-time-in-the-market/) - The idea of being able to time the market is emotionally appealing. After every significant market dislocation, the popular business press will carry the story of the market wizard who got it just right. The catch is that from one correction to the next, it is rarely the same wizard. The reality is that most
- [The Principles Of Endowment Style Investing](https://kodacapital.com/insights/the-principles-of-endowment-style-investing/) - Since COVID-19 started, Koda has seen a significant increase in larger charities and sophisticated non-profit groups reassessing how they manage their cash and reserves. Investment committees who realise they are operating in a new paradigm are re-evaluating their asset allocations and looking for better diversification. By observing how successful investors such as Yale University and
- [Staying Future Focused: A how to guide for wealth after divorce or death of a loved one](https://kodacapital.com/insights/staying-future-focused-a-how-to-guide-for-wealth-after-divorce-or-death-of-a-loved-one/) - Death of a loved one or divorce – both scenarios can bring grief, anguish and the unforgiving sting of ‘what now?’. In facing these events, many clients have acknowledged they felt unprepared and overwhelmed. As such events bring about change, understanding your response to finances and wealth can help you avoid costly mistakes. In the
- [Seizing the Opportunity: A Technology Entrepreneur's Perspective](https://kodacapital.com/insights/seizing-the-opportunity-a-technology-entrepreneurs-perspective/) - 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](https://kodacapital.com/insights/kodas-covid-19-investment-lessons-for-non-profit-committees/) - 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.
- [Navigating Non-Profit Organisations Through the COVID-19 Crisis](https://kodacapital.com/insights/navigating-non-profit-organisations-through-the-covid-19-crisis/) - In the early stages of the COVID-19 crisis, this paper draws on the experience of charity leaders, who have taken the time to share the actions they have taken, their approach to leadership and thoughts for the future. The paper also includes practical questions non-profit leaders should consider asking themselves as they navigate the crisis.
- [Responsible Investment - Using Your Capital for Profit and Purpose](https://kodacapital.com/insights/responsible-investment-using-your-capital-for-profit-and-purpose/) - 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
- [The 2015 Koda Capital Non-Profit Review](https://kodacapital.com/insights/headline-of-insights-report-post-2/) - An exploration of the Australian non-profit sector. Designed as a tool to help non-profit leaders understand the landscape of the sector and compare and contrast their own organisation with industry trends.
- [The 2015 Koda Capital Australian Giving Review](https://kodacapital.com/insights/the-2015-koda-capital-australian-giving-review/) - An exploration of Australian giving, designed to help those interested in philanthropy understand the giving landscape. The review sets out ideas to provoke discussion about how giving can be encouraged in Australia.
- [The Upside of Minimising Downside](https://kodacapital.com/insights/the-upside-of-minimising-downside/) - Minimising a portfolio's losses in falling markets is far more important to long term investment success than maximising gains in rising markets. This paper examines the importance of upside/downside capture, and is part two of a trilogy series outlining the principles behind Koda’s investment philosophy: diversification, upside/downside capture and time in the market. Parts one
- [Crisis Giving: Reflections & Observations for Fundraisers](https://kodacapital.com/insights/crisis-giving-reflections-observations-for-fundraisers/) - The paper includes a list (by no means exhaustive) of domestic and international resources focused on giving and income generation for the non-profit sector in times of crisis, highlights notable quotes from each of the sources listed and ends with a few of our own thoughts.
- [Executive Share Schemes - Maximising the Opportunity](https://kodacapital.com/insights/executive-share-schemes-maximising-the-opportunity/) - By Sabil Chowdhury - Adviser & Partner at Koda Capital An employee share scheme is often the single most important source of wealth generation for an executive over their working life, and such schemes come in different forms with different potential outcomes. For an executive to fully maximise the opportunity for this wealth creation tool, they
- [A Snapshot of Australian Giving](https://kodacapital.com/insights/a-snapshot-of-australian-giving/) - A Snapshot of Australian Giving is written for the benefit of donors and fundraisers. It is based on Koda’s analysis of the latest giving data from a variety of sources. As well as presenting the data, the report features insights and observations based on Koda’s direct experience with clients and the broader giving community.
- [Seizing The Opportunity - A Fresh Perspective](https://kodacapital.com/insights/seizing-the-opportunity-a-fresh-perspective/) - By Sean Abbott - Adviser & Partner at Koda Capital Having recently completed interviews with a new set of business entrepreneurs, ‘Seizing the Opportunity – A Fresh Perspective’ is an extension of Koda’s original white paper on wealth management after liquidity events. Our new research both confirms our first set of findings and introduces new
- [The 2016 Koda Capital Giving Snapshot](https://kodacapital.com/insights/the-2016-koda-capital-giving-snapshot/) - The 2016 Koda Capital Australian Giving Snapshot is an analysis of the latest annual giving statistics released by the Australian Taxation Office (ATO). Highlights of the Snapshot include: Giving grew 11.7% (year over year) to $2.6 billion Increased donations into Public & Private Ancillary Funds contributed significantly to the growth in giving Australian women gave more
- [Preparing for the Future - Do or die for non-profit boards](https://kodacapital.com/insights/preparing-for-the-future-do-or-die-for-non-profit-boards/) - Life for non-profits is changing rapidly, and in many ways dramatically. Non-profit boards face a future that looks nothing like the past - one in which they must deal with changes in government policy, increased regulation and accountability, rising costs, higher funder expectations, the need to prove impact, systemic change, tougher competition and the impact
- [Strategic Philanthropy - The Chan Zuckerberg Initiative](https://kodacapital.com/insights/strategic-philanthropy-the-chan-zuckerberg-initiative/) - In December 2015, Facebook founder Mark Zuckerberg and his wife Dr Priscilla Chan announced their intention to pledge 99% of their Facebook shares – then valued at A$62 billion - to a new philanthropic vehicle known as The Chan Zuckerberg Initiative. Koda believes the Initiative is a game changer with the potential to completely revise
- [Ensuring Your Plans For Your Super Become A Reality](https://kodacapital.com/insights/ensuring-your-plans-for-your-super-become-a-reality/) - If you are one of the growing number of Australians with self-managed superannuation funds, it is important for you to have a sound understanding of the benefits associated with them. Who is entitled to what, both during your retirement and after your death, varies greatly from situations where assets are held directly. This critical part
- [Strategic Philanthropy - Leadership Insights](https://kodacapital.com/insights/strategic-philanthropy-leadership-insights/) - In August 2015, Christopher G. Oechsli, President and CEO of The Atlantic Philanthropies visited Australia to discuss the foundation’s work. Atlantic, a limited-life foundation that will make its final grants by the end of 2016 and will close its doors by 2020, has so far distributed A$10 billion, including A$590 million in Australia. Atlantic’s visit also allowed

## Podcasts

- [Cooper Stainbrook - Unpacking the office space exodus](https://kodacapital.com/podcasts/inside-the-rope-ep-150-cooper-stainbrook-unpacking-the-office-space-exodus/) - In this episode of Inside the Rope, David is joined by Cooper Stainbrook of Ibex Investors to delve into Cooper’s recent research on commercial real estate and the potential economic risks. The episode begins by addressing the global trend towards remote work, discussing its potential to drive corporations to scale back their office footprints, possibly
- [Mark Barker - Decoding global market dynamics](https://kodacapital.com/podcasts/mark-barker-decoding-global-market-dynamics/) - In the latest episode of Inside the Rope, David Clark sits down with Mark Barker, Head of International at GQG Partners, a renowned asset management firm. Mark retraces his journey, originating from his early days in London's hedge funds back in 1985, and eventually leading to the birth of GQG in 2016. Mark also covers
- [Frank Macindoe - Finding the right companies for long-term growth](https://kodacapital.com/podcasts/frank-macindoe-finding-the-right-companies-for-long-term-growth/) - In this episode of "Inside the Rope," host David Clark interviews Frank Macindoe, a Koda Partner & Adviser that oversees the Koda Enduring Equities Portfolio of ASX-listed shares. The portfolio has achieved an impressive compound annual growth rate of approximately 14% p.a. over the past 15 years. Frank delves into the current economic landscape, characterised
- [David Witkin - The art of event-driven investing](https://kodacapital.com/podcasts/david-witkin-the-art-of-event-driven-investing/) - In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-driven investing, focusing on the current regulatory environment in mergers and acquisitions. The two discuss the potential merger between LIV Golf and the PGA. Witkin, commented that if it were a public deal,
- [Andrew Rothery - Exploring private markets](https://kodacapital.com/podcasts/andrew-rothery-exploring-private-markets/) - In this episode, David is joined by Andrew Rothery to discuss the opportunities and advantages of investing in private markets. Andrew highlights the broad range of assets that can find a home in the private market, including equities, debt securities, and alternative investments like oil and gas. He emphasizes that private ownership is more about
- [Doug Taylor](https://kodacapital.com/podcasts/doug-taylor/) - Doug Taylor is an experienced charity executive, director and volunteer who leads one of Australia's largest and best-loved charities, The Smith Family. In this episode, Doug explains his values and the leadership principles he brings to his work. He offers a first-hand account of what it is like running a large charity and the realities of
- [Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity Strategy](https://kodacapital.com/podcasts/jeremy-samuel-the-discipline-of-capital-preservation-inside-anacacias-private-equity-strategy/) - In this episode of Inside the Rope, host David Clark sits down with Jeremy Samuel, Founder and Managing Director of Anacacia Capital, to break down the mechanics of disciplined investing across private and public mid-market space. High-net-worth investors and wealth managers frequently face the dilemma of choosing between crowded, mega-cap equities priced to perfection or
- [Dr Christian Baylis - Elite Mindsets, Broken Financial Plumbing, and Alternative Credit](https://kodacapital.com/podcasts/dr-christian-baylis-elite-mindsets-broken-financial-plumbing-and-alternative-credit/) - David Clark sits down with Dr. Christian Baylis, founder of Fortlake Asset Management, to dissect why the traditional defensive playbook is failing sophisticated investors. Dr. Baylis leverages his unique background - spanning elite international athletics, a PhD in inflation forecasting, and a decade managing $26 billion in fixed income and derivatives - to expose the
- [Michael Traill - Fixing the NDIS: Scaling Efficiency in the Care Economy](https://kodacapital.com/podcasts/michael-traill-fixing-the-ndis-scaling-efficiency-in-the-care-economy/) - In this episode, we welcome back Michael Traill, the co-founding partner of For Purpose Investment Partners (FPIP). Michael joins host David Clark to address the inefficiencies dominating headlines with the National Disability Insurance Scheme (NDIS) currently facing a $56 billion sustainability crisis fueled by un-registered providers, fragmented technologies, and unsustainable operating margins. Michael is also
- [Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook](https://kodacapital.com/podcasts/stephen-otter-the-royalty-revolution-inside-partners-groups-institutional-playbook/) - In this episode of Inside the Rope, hosts David Clark and Tom Oryl set the stage for a deep dive into the highly specialized world of royalties and uncorrelated alternative streams. Following up on our recent discussion regarding water rights, we shift our focus to Partners Group and the pioneering work they are doing to
- [Kim Morison - The Ultimate Uncorrelated Asset: Water](https://kodacapital.com/podcasts/kim-morison-the-ultimate-uncorrelated-asset-water/) - How do you secure resilient, institutional-grade returns when traditional equity and bond markets are increasingly volatile? The answer might lie in the driest inhabited continent on Earth. In this episode, we sit down with Kim Morison, Managing Director of Argyle Water, a pioneer in channeling capital into the Australian agricultural sector. After a three-year period
- [Michael Tate - Why Global Capital Loves Self-Storage](https://kodacapital.com/podcasts/michael-tate-why-global-capital-loves-self-storage/) - Have you ever stopped to consider the psychology behind the clutter in your garage? Or how that exact consumer vulnerability has quietly morphed into one of the most resilient, high-yield asset classes of the last three decades? For many sophisticated investors, alternative real estate feels like a minefield of over-hyped trends and cyclical volatility. When
- [Anurag Agarwal - The Asset Class That Moves the World: Inside Global Transportation Investing](https://kodacapital.com/podcasts/anurag-agarwal-the-asset-class-that-moves-the-world-inside-global-transportation-investing/) - Eighty percent of everything you consume travels on a ship. Your iron ore, your energy, your Amazon delivery - all of it. So why do so few sophisticated investors have any exposure to the asset class that makes it happen? This week David sits down with Anurag Agarwal, Head of Portfolio Management at J.P. Morgan
- [Tim Ivers - Navigating the Liquidity Crunch in Private Markets](https://kodacapital.com/podcasts/tim-ivers-navigating-the-liquidity-crunch-in-private-markets/) - Private markets are more popular than ever, but for many investors, the "exit" sign is becoming harder to find. As public markets remain tight and private equity hold periods stretch from five years to seven or more, a pressing question emerges: How do you actually get your cash back? In this episode, David sits down
- [David Jenkins - Dot-Com on Steroids Reality Check for the AI Era](https://kodacapital.com/podcasts/david-jenkins-dot-com-on-steroids-reality-check-for-the-ai-era/) - Is the current AI-driven market rally a structural revolution or a speculative mirage? In this episode of Inside the Rope, host David Clark sits down with David Jenkins, Client Portfolio Manager at GQG Partners, to dissect the firm's recent contrarian stance on the technology sector. As the "Magnificent Seven" continue to dominate headlines, many investors
- [Qiao Ma - Is SaaS Dead? The Structural Shift in Growth Investing](https://kodacapital.com/podcasts/qiao-ma-is-saas-dead-the-structural-shift-in-growth-investing/) - With AI reshaping industries at a speed few investors have experienced before, many portfolios are caught between fear of missing out and fear of overpaying. Which businesses will genuinely benefit, and which are simply riding the narrative? In this episode, David Clark sits down with Qiao Ma, Portfolio Manager at Munro Partners, to unpack how
- [Chris Aylward - Property Cycles, Leverage, and Skyscrapers to Funds](https://kodacapital.com/podcasts/chris-aylward-property-cycles-leverage-and-skyscrapers-to-funds/) - In this episode of Inside the Rope, David Clark sits down with Chris Aylward, a veteran of Australian property markets whose career spans more than five decades. From leasing office towers in Melbourne in the 1970s to founding APN Property Group and navigating multiple financial crises, Chris has seen every phase of the real estate
- [Kelly O'Shanassy](https://kodacapital.com/podcasts/kelly-oshanassy/) - Kelly O'Shanassy is one of Australia's most recognised environmental leaders, having served as CEO of the Australian Conservation Foundation for over a decade. In this episode, Kelly reflects on what it means to lead an organisation through moments of both progress and frustration, and shares how a deep, personal love of the natural world has
- [Ian Macoun - Make It Better: Building Investment Excellence That Lasts](https://kodacapital.com/podcasts/ian-macoun-make-it-better-building-investment-excellence-that-lasts/) - If you’ve recently had a liquidity event, inherited complexity, or are quietly wondering whether your portfolio is truly built for the next 30 years, this episode is essential listening. In this conversation, Ian Macoun, founding CEO of Queensland Investment Corporation and Founder of Pinnacle Investment Management, joins David Clark to unpack what actually drives sustained investment
- [Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse](https://kodacapital.com/podcasts/morry-waked-the-quant-edge-how-data-discipline-and-relentless-curiosity-built-a-43b-investment-powerhouse/) - In this episode of Inside the Rope, David Clark speaks with Morry Waked, Managing Director and Head of Investments at Vinva Investment Management, a firm that has quietly become one of the most successful systematic investment managers in global markets. Built primarily serving institutional investors, Vinva has grown into a $43 billion manager spanning Australian
- [Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture](https://kodacapital.com/podcasts/jamie-montgomery-what-comes-after-chatgpt-quantum-computing-open-ai-and-the-future-of-venture/) - David Clark is joined by Jamie Montgomery, co-founder and managing partner of March Capital, to discuss the forces reshaping venture capital, artificial intelligence, and the U.S. economy. Jamie reflects on building Montgomery & Co, backing category leaders like CrowdStrike, and what it takes to advise founders through scale. He shares why quantum computing, open-source large
- [Ben Forman – How Sophisticated Investors Are Thinking About Digital Assets in 2026](https://kodacapital.com/podcasts/ben-forman-how-sophisticated-investors-are-thinking-about-digital-assets-in-2026/) - In this episode of Inside the Rope with David Clark, we sit down with Ben Forman, Founder and Managing Partner of ParaFi Capital, one of the world’s leading institutional investors in blockchain and digital assets. Ben’s path into digital assets is anything but conventional. Trained in traditional private equity and credit at firms such as
- [Sam Reynolds - Powering Returns Investing Through the Global Energy Transition](https://kodacapital.com/podcasts/sam-reynolds-powering-returns-investing-through-the-global-energy-transition/) - In this episode of Inside the Rope, host David Clark sits down with Sam Reynolds, CEO of Octopus Investments Australia, to unpack one of the most critical and investable themes of our time: the global energy transition. As energy costs rise and the pathway to net zero becomes increasingly complex, Sam offers a grounded, data-driven perspective
- [Inside the Liquidity Event - Three Founders, One Defining Moment](https://kodacapital.com/podcasts/inside-the-liquidity-event-three-founders-one-defining-moment/) - In this special edition of Inside the Rope, host David Clark brings listeners into a raw, deeply personal roundtable with three exceptional founders who have stood at one of the most defining crossroads in wealth: the liquidity event. Moments where years, sometimes decades, of sacrifice, risk, and relentless effort crystallise into life-changing capital. Featuring: Julie Mathers,
- [Tara Davies -  Inside the Global Infrastructure Playbook for Serious Private Capital](https://kodacapital.com/podcasts/tara-davies-inside-the-global-infrastructure-playbook-for-serious-private-capital/) - David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations, to now helping lead KKR through one of the largest capital
- [Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding](https://kodacapital.com/podcasts/paul-moore-40-years-of-beating-the-market-conviction-contrarianism-and-compounding/) - David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital. For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when markets become
- [Jessica Farr-Jones - How Regal’s Rising Star Finds Alpha in Chaos](https://kodacapital.com/podcasts/jessica-farr-jones-how-regals-rising-star-finds-alpha-in-chaos/) - In this episode, David sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia’s most dynamic alternative investment firms now managing over $20 billion across hedge funds, private credit, real assets, and global equities. Jessica’s journey from JP Morgan’s investment-banking floors in Sydney & New York to launching her own $150 million
- [Daniel Darling - Backing the Builders: Why Early-Stage AI Investing Is Creating Tomorrow’s Titans](https://kodacapital.com/podcasts/daniel-darling-backing-the-builders-why-early-stage-ai-investing-is-creating-tomorrows-titans/) - In this episode of Inside the Rope, host David Clark sits down with Daniel Darling, Managing Partner at Focal Ventures, to explore how artificial intelligence is reshaping the investment landscape. From the early-stage venture opportunities emerging in Silicon Valley to the rise of “AI agents” transforming entire industries, Daniel shares how his firm is giving Australian
- [Melissa Smith](https://kodacapital.com/podcasts/melissa-smith/) - Melissa Smith is the CEO and founder of Noble Ambition, the founder of the She Gives campaign, a former Australian Fundraiser of the Year and a former Global Fundraiser of the Year. In this episode, Melissa speaks about the significant and growing role of women in philanthropy, what women respond to and what they want
- [Doug Tynan: Real Estate, Rolexes, and Returns - How the Ultra-Wealthy Think Differently](https://kodacapital.com/podcasts/doug-tynan-real-estate-rolexes-and-returns-how-the-ultra-wealthy-think-differently/) - In this episode of Inside the Rope, David Clark is joined by Doug Tynan, Co-Founder and Chief Investment Officer at GCQ, who knew from a young age that he wanted to dedicate his life to investing. Doug shares how psychology and behavioural finance shape decision-making, and why discipline—through checklists, structure, and process—is the foundation of
- [Howard Marks - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios](https://kodacapital.com/podcasts/howard-marks-you-cant-predict-but-you-can-prepare-a-framework-for-positioning-portfolios/) - In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading, Howard has shaped how generations of investors think about risk, cycles, and
- [Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets](https://kodacapital.com/podcasts/ed-goldstein-unlocking-secondaries-liquidity-diversification-and-opportunity-in-private-markets/) - David Clark is joined by Ed Goldstein, Partner and Chief Investment Officer at Coller Capital’s Credit Secondaries business. Ed has spent over 16 years shaping the secondary investment landscape, and in our conversation he explains how the secondaries market provides investors with liquidity, diversification, and unique access to private markets—an area often overlooked but increasingly
- [Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio](https://kodacapital.com/podcasts/nikki-thomas-the-power-of-focus-running-a-20-stock-global-portfolio-2/) - In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current Portfolio Manager of Magellan’s High Conviction Fund. After a period of significant change at Magellan, Nikki’s return to the firm marks a powerful reconnection with its founding principles—absolute returns, deep
- [David Gonski - Lessons on Leadership, Legacy & Long-Term Wealth](https://kodacapital.com/podcasts/david-gonski-lessons-on-leadership-legacy-long-term-wealth/) - In this special episode of Inside the Rope, host David Clark sits down with one of Australia’s most influential business leaders, David Gonski AC. Widely regarded as the “Chairman’s Chairman,” Gonski has shaped Australia’s corporate, philanthropic, and educational landscape over a 50-year career, chairing institutions such as ANZ, the ASX, and the Future Fund. From
- [Claudia Kwan - Returns Without Compromise: Investing for Impact and Outperformance](https://kodacapital.com/podcasts/nikki-thomas-the-power-of-focus-running-a-20-stock-global-portfolio/) - David Clark is joined by Claudia Kwan, Managing Director at North Star Impact Funds and recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit. A former Morgan Stanley trader and now one of Australia’s leading voices in sustainable capital, Claudia shares how impact investing is evolving beyond its philanthropic roots to deliver
- [Marc Lasry - Private Equity’s Play in the World of Sport](https://kodacapital.com/podcasts/marc-lasry-private-equitys-play-in-the-world-of-sport/) - In this episode of Inside the Rope, David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of the Milwaukee Bucks, for a rare and insightful conversation. Lasry unpacks the explosive growth of private equity in the global sports industry—where financial returns meet passionate fandom. From his
- [Milestone Episode - Lessons from the Leading Minds in Wealth Management](https://kodacapital.com/podcasts/milestone-episode-lessons-from-the-leading-minds-in-wealth-management/) - In this special 200th episode of Inside the Rope, David Clark is joined by Koda Capital’s Chairman Steve Tucker and CEO Paul Heath to reflect on the evolution of wealth management since the podcast’s inception in 2016. From humble beginnings to over 200 candid conversations with some of the world’s best investment minds, this milestone marks
- [Tim Samway - Why GP Staking Is the Next Big Thing in Wealth](https://kodacapital.com/podcasts/tim-samway-why-gp-staking-is-the-next-big-thing-in-wealth/) - In this episode of Inside the Rope, host David Clark sits down with Tim Samway, founder of Scarcity Partners and former managing director of Hyperion Asset Management, to explore one of the most compelling trends in asset management—GP staking. What if, instead of being on the paying end of fund management fees, you could invest
- [Craig Packer (Blue Owl) - Targeting 10% Without the Volatility: The Power of Private Credit](https://kodacapital.com/podcasts/craig-packer-blue-owl-targeting-10-without-the-volatility-the-power-of-private-credit/) - In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl’s explosive rise, its strategy of targeting multi-billion-dollar
- [James Garland](https://kodacapital.com/podcasts/james-garland/) - A seasoned fundraising professional and Strategic Director of fundraising consultancy DGB Global, James Garland, was recently honoured with the 2025 Australian Fundraiser of the Year award, the latest highlight in a fundraising career full of achievements. In this episode, James delves into various aspects of fundraising, sharing insights from his extensive career. He shares pivotal
- [David Gribble - Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms](https://kodacapital.com/podcasts/david-gribble-road-to-the-top-at-alceon-inside-one-of-australias-top-private-capital-firms/) - In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms. Against a backdrop of heightened market volatility and growing media scrutiny of private credit, David Gribble shares his perspective on the evolving role of private markets and how
- [David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing](https://kodacapital.com/podcasts/david-neal-from-nation-building-to-member-outcomes-the-power-of-long-term-investing/) - After seven years of trying, we’ve finally done it—this episode of Inside the Rope features one of the most influential figures in institutional investment in Australia: David Neal, CEO of IFM Investors and founding CIO and former CEO of the Future Fund, Australia’s $300+ billion sovereign wealth fund. David takes us behind the scenes of
- [Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth](https://kodacapital.com/podcasts/andrew-lockhart-beyond-the-headlines-the-real-story-behind-private-credits-growth/) - David Clark welcomes back Andrew Lockhart, Managing Partner of Metrics Credit Partners — one of Australia's largest private lenders and a major force shaping the future of private credit. With private credit markets booming — and critics warning of bubbles and risks — David and Andrew explore why private credit can play a critical role
- [Laurence Marshbaum - Building Legacy & Impact: Why More Families Are Embedding Philanthropy in Their Legacy](https://kodacapital.com/podcasts/laurence-marshbaum-building-legacy-impact-why-more-families-are-embedding-philanthropy-in-their-legacy/) - In this episode of Inside the Rope, David Clark is joined by Laurence Marshbaum, founder of 10x10 Philanthropy and Community Capital, to explore how wealthy families can embed philanthropy into their legacy. Together, they discuss why more families are establishing Private Ancillary Funds (PAFs) and how strategic giving can sit alongside wealth creation and preservation.
- [David Witkin: Navigating Market Volatility with Event-Driven Investing](https://kodacapital.com/podcasts/david-witkin-navigating-market-volatility-with-event-driven-investing/) - David Clark welcomes back David Witkin, Managing Partner of Beryl Capital, discussing event-driven investing and market opportunities. With a track record of delivering outstanding returns, Beryl Capital has been at the forefront of merger arbitrage and special situations, benefiting from corporate activity across global markets. As investors navigate a rapidly changing landscape—shaped by geopolitical shifts,
- [Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri](https://kodacapital.com/podcasts/frewen-lam-investing-smarter-lessons-from-private-markets-asia-agri/) - In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets. Key Highlights:
- [Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns](https://kodacapital.com/podcasts/future-generation-women-investing-in-women-the-future-of-wealth-management-and-better-returns/) - In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, to explore why increasing female representation in funds management is not just about fairness—it’s about better outcomes for investors and the broader economy. We dive into the launch of Future Generation
- [David Handley](https://kodacapital.com/podcasts/david-handley/) - David Handley AM is the founder and the force behind Sculpture by the Sea, an exhibition that began in Sydney in 1997, before expanding to Perth and, with Royal patronage, Denmark. In this episode, he explains how and why he built these cultural and community assets, and why he is so passionate about his latest
- [Mel Thomas](https://kodacapital.com/podcasts/mel-thomas/) - Mel Thomas is a frontline domestic violence prevention expert who founded her own charity KYUP! Project, to teach Australians self-worth and self-defence. A two-time Australian Hapkido champion and black belt martial artist, Mel has spent the last decade delivering practical workshops and education in schools, shelters, community centres and businesses across Australia. In this episode,
- [Michael Traill](https://kodacapital.com/podcasts/michael-traill/) - Michael Traill AM made his name at Macquarie Bank as a successful private equity investor, before jumping ship to foster social entrepreneurship in Australia as founder of Social Ventures Australia. This journey led him to the field of impact investing, a field in which he is now acknowledged as a pioneering leader and elder statesman.
- [Mike Dorrell - From Boarding School to a $100B Empire](https://kodacapital.com/podcasts/mike-dorrell-from-boarding-school-to-a-100b-empire/) - One of Australia's most successful financial minds abroad - In this episode of Inside the Rope, host David Clark sits down with Mike Dorrell, founder and CEO of Stonepeak, a $100 billion infrastructure investment powerhouse. From his humble beginnings in Australia, to building one of the largest private infrastructure firms in the U.S., Mike shares
- [Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy](https://kodacapital.com/podcasts/evana-lithgow-beyond-wealth-building-resilient-families-through-leadership-and-legacy/) - Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana Lithgow, a renowned psychologist specializing in the transition and succession of wealth for high-profile families in Australia and New Zealand. Discover how successful families navigate challenges beyond financial capital, fostering meaningful
- [Peter Edwards – How the Victor Smorgon Group is Redefining Family Office Investing](https://kodacapital.com/podcasts/peter-edwards-how-the-victor-smorgon-group-is-redefining-family-office-investing/) - In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia's most enduring multi-generational family offices. Peter takes us behind the scenes of a pivotal decision: opening the doors of this storied family office to external investors. Discover the rationale
- [Brad Powell – From Apple to Impact: Driving Change with Emerson Collective](https://kodacapital.com/podcasts/brad-powell-from-apple-to-impact-driving-change-with-emerson-collective/) - David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges. Brad provides an insider’s perspective on the Collective’s unique approach to balancing financial returns with social impact
- [Armina ‘Arms’ Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution](https://kodacapital.com/podcasts/armina-arms-rosenberg-tech-meets-finance-ai-driven-fund-management-revolution/) - Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global equity portfolios for Mike Cannon-Brookes, Arms’ journey is
- [John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times](https://kodacapital.com/podcasts/john-hempton-market-madness-future-opportunities-investing-in-uncertain-times/) - David Clark welcomes back the brilliant John Hempton, CEO and co-founder of Bronte Capital, to discuss the chaos and opportunities in today’s financial landscape. Known for his sharp insights and global investment acumen, John unpacks why markets seem irrational today. From the rollercoaster impact of Trump-era policies to the rise of speculative trades like GameStop
- [Adrian Mackenzie - The power of partnership in private equity investments](https://kodacapital.com/podcasts/adrian-mackenzie-the-power-of-partnership-in-private-equity-investments/) - In this episode of Inside the Rope, David interviews Adrian McKenzie, founder and partner of Five V Capital, an Australian private equity firm focused on the mid-sized market in Australia and New Zealand that boasts a remarkable internal rate of return. David highlights Adrian's notable career, including his tenure at CVC Capital Partners, where he
- [Damian Chaparro - Balancing the Ledger: Integrating Financial Success with Personal Wellness](https://kodacapital.com/podcasts/damian-chaparro-balancing-the-ledger-integrating-financial-success-with-personal-wellness/) - In this episode of Inside the Rope, host David Clark shifts focus from traditional wealth management to personal wellness, in a conversation with Damian Chaparro, the founder of Aro Ha, a wellness retreat in New Zealand. The episode explores the intersection of health and wealth, highlighting how wealth encompasses a sound body and mind. Damian
- [Michael Rosen - Hedged for Success: Convertible Bonds Explained](https://kodacapital.com/podcasts/michael-rosen-hedged-for-success-convertible-bonds-explained/) - In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly
- [Dafina Toncheva – USVP General Partner (From Communism to Capitalism; and Navigating the Future of Venture Capital)](https://kodacapital.com/podcasts/dafina-toncheva-usvp-general-partner-from-communism-to-capitalism-and-navigating-the-future-of-venture-capital/) - In this episode of Inside the Rope, David interviews Dafina Toncheva, a general partner at the US-based venture capital firm, USVP. Dafina shares her inspiring journey from growing up in Communist Bulgaria to earning a scholarship to Harvard and completing her MBA at Stanford. Now a prominent figure in venture capital, Dafina discusses USVP's history,
- [Jim Eddy - Real Estate to Rides: The history and success of Jamberoo](https://kodacapital.com/podcasts/jim-eddy-real-estate-to-rides-the-history-and-success-of-jamberoo/) - In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Wollongong. Jim shares his journey, discussing how his background in real estate investment and overcoming personal challenges shaped his approach to business. The conversation covers important lessons for wealth management, such
- [Paul Francis - Investing in elite performance](https://kodacapital.com/podcasts/paul-francis-investing-in-elite-performance/) - This podcast episode of Inside the Rope features a conversation between David Clark, and Paul Francis, a sports science expert and early-stage sports science investor. Paul has an impressive career background, having held senior positions at Adidas and Nike, and worked as a performance advisor to NFL teams such as the Miami Dolphins and Atlanta
- [Live Event - Samar Mcheileh, Mike Lukin & Peter Cooper - Public and private market insights](https://kodacapital.com/podcasts/live-event-samar-mcheileh-mike-lukin-peter-cooper-public-and-private-market-insights/) - In this special live event episode recorded in Melbourne, Inside The Rope celebrates a milestone with its 176th episode, marking the second live event in honor of 175 episodes. The event features an impressive lineup of guests from the world of finance and investment, each bringing their unique insights and experiences to the table. Guest
- [Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights by David Clark](https://kodacapital.com/podcasts/live-event-jess-farr-jones-mike-lukin-tim-carleton-public-and-private-market-insights-by-david-clark/)
- [Dan Ariely - Understanding irrationality through behavioural economics](https://kodacapital.com/podcasts/dan-ariely-understanding-irrationality-through-behavioural-economics/) - In this episode of Inside The Rope, David welcomes Dan Ariely, a globally renowned expert in behavioural economics. Dan is a professor of psychology and behavioural economics at Duke University, and in this episode he shares his insights into the irrational ways in which people make decisions and how understanding these behaviours can improve financial
- [Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI](https://kodacapital.com/podcasts/artificial-intelligence-series-part-2-revolution-or-risk-generative-ai/) - In episode 2 of Inside The Rope’s series on Artificial Intelligence, the discussion pivots to the revolutionary scope of generative AI and its deep societal impacts. This episode explores how AI is unlocking unprecedented potential in software development, enabling anyone to code and vastly expanding the pool of potential developers globally. It also tackles the
- [Artificial Intelligence Series - Part 3: Investing in AI](https://kodacapital.com/podcasts/ep-172-artificial-intelligence-series-part-1-defining-ai/) - In the concluding part of Inside The Rope's series on artificial intelligence, the focus shifts to the financial implications of AI. The episode explores how AI is poised to revolutionise investment markets, identifying potential winners and losers, and debating whether this surge is a bubble reminiscent of the dot-com era. The experts discuss the transformative
- [Artificial Intelligence Series - Part 1: Defining AI](https://kodacapital.com/podcasts/artificial-intelligence-series-part-1-defining-ai/) - In episode 1 of a 3-part series on artificial intelligence, David is joined by multiple guests to define what Artificial Intelligence is, and the implications it poses on our future. David and guests discuss how models like ChatGPT operate, and how unlike traditional AI systems that are designed for specific tasks, ChatGPT represents a shift
- [Greg Mauro - Venture into education](https://kodacapital.com/podcasts/greg-mauro-venture-into-education/) - In this episode of Inside the Rope, David interviews Greg Mauro, founder of Learn Capital. The episode focuses on Mauro's venture capital fund, highlighting its emphasis on educational investments and some of the well-known companies Greg has invested in. Greg shares his transition from a tech entrepreneur to a significant figure in venture capital, underlining
- [Elizabeth Burton - Building a diversified portfolio](https://kodacapital.com/podcasts/elizabeth-burton-building-a-diversified-portfolio/) - In this episode of Inside the Rope, David is joined by Elizabeth Burton, a Managing Director and client investment strategist at Goldman Sachs Asset Management. Based in New York, Elizabeth shares her extensive background in finance, transitioning from a Chief Investment Officer for the state of Hawaii to her current role at Goldman Sachs. She
- [Armen Panossian - Oaktree's approach to navigating distressed credit](https://kodacapital.com/podcasts/armen-panossian-oaktrees-approach-to-navigating-distressed-credit/) - In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful management of distressed debt. Armen outlines his background in finance and his journey at Oaktree since joining the firm in 2007. He discusses Oaktree's foundation in 1995, its investment philosophy emphasising risk control, and
- [Tim Carleton - Investing for long-term growth](https://kodacapital.com/podcasts/tim-carleton-investing-for-long-term-growth/) - In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's performance and investment strategy. The Auscap Long Short Fund has achieved a notable compound annual growth rate of 16.1% since its inception (December 2012 to March 2024). During the episode,
- [Shaun Christie-David](https://kodacapital.com/podcasts/shaun-christie-david/) - Shaun Christie-David is an award-winning social entrepreneur who thinks big and delivers on his ideas. As the Founder and CEO of Plate it Forward, Shaun uses food and hospitality to support and lift up people in need. In this episode, Shaun talks about his life and his long-term commitment to helping and empowering marginalised communities
- [Karen Mahlab](https://kodacapital.com/podcasts/karen-mahlab/) - Karen Mahlab AM is one of Australia’s most prominent community advocates. As the force behind Pro Bono Australia, Karen gave voice to a raft of social and environmental movements for over 20 years. As a proponent of public interest journalism, she remains at the forefront of civic life, even as she contemplates her next move.
- [Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres](https://kodacapital.com/podcasts/amy-pham-property-insights-navigating-offices-retail-and-data-centres/) - In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and more people work from home. They dive into how these changes are affecting properties in Australia, especially offices, and compare it to what's happening around the world.
- [Dr Craig Collie - Ozempic and beyond, inside the weight loss drug revolution](https://kodacapital.com/podcasts/dr-craig-collie-ozempic-and-beyond-inside-the-weight-loss-drug-revolution/) - In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, shares his
- [Brigette Leckie - Exploring the future of global economies](https://kodacapital.com/podcasts/brigette-leckie-exploring-the-future-of-global-economies/) - In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential economic impacts.
- [Phil King - Listening for opportunities](https://kodacapital.com/podcasts/phil-king-listening-for-opportunities/) - In the "Inside the Rope" podcast episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for
- [Frank Macindoe: The art of long term investing](https://kodacapital.com/podcasts/frank-macindoe-the-art-of-long-term-investing/) - In this episode of "Inside the Rope", David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund's performance, noting a
- [Cal O'Brien - Mid-market turnarounds](https://kodacapital.com/podcasts/cal-obrien-mid-market-turnarounds/) - In the podcast episode of "Inside the Rope," host David Clark interviews Cal O'Brien, a managing partner at Anchorage Capital Partners. Anchorage is noted for its expertise in mid-market turnaround investments in Australia, with an impressive average internal rate return of return of over 40%. Cal shares his background, detailing his upbringing on a farm
- [David Sekel - Keeping it in the family](https://kodacapital.com/podcasts/david-sekel-keeping-it-in-the-family/) - This podcast episode from "Inside the Rope" features David Sekel, a lawyer specialising in asset protection and estate planning. The discussion revolves around the importance of safeguarding wealth for future generations. David shares insights from his experience working with substantial families, focusing on creating strategies for wealth preservation and succession. Key topics include the complexity
- [Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas](https://kodacapital.com/podcasts/andrew-rado-casting-a-wide-net-investing-in-australias-fishing-quotas/) - This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund. Rado explains how the fund invests in Individual Transferable Quotas (ITQs) for wild-caught seafood, a system introduced in the early 1980s in Australia. This innovative approach combines ecological sustainability with economic efficiency. The
- [Urs Wietlisbach - Private equity the new traditional asset class?](https://kodacapital.com/podcasts/urs-wietlisbach-private-equity-the-new-traditional-asset-class/) - In the podcast episode "Inside the Road" hosted by David Clark with Urs Wietlisbach, a co-founder of Partners Group a leading global private markets firm that since 1996, has invested over USD 200 billion in private equity, private debt, private real estate, and private infrastructure on behalf of their clients globally. The episode delves into
- [Jason Coggins – Portfolio Construction](https://kodacapital.com/podcasts/jason-coggins-portfolio-construction/) - In this instalment of Inside the Rope, David welcomes Jason Coggins, previous Head of Investment Research at Koda Capital. Jason delves into the nuances of building investment portfolios, the dynamics of public and private market investments, as well as the importance of choosing the right investment managers. He underlines the crucial aspect of tailoring portfolios
- [Michael Gutman - Navigating Australia's Real Estate Future](https://kodacapital.com/podcasts/michael-gutman-navigating-australias-real-estate-future/) - In this enlightening episode, guest Michael discusses the current state and future predictions for the Australian real estate and investment markets, highlighting the challenges posed by projected population growth and supply chain issues. He details how an influx of one and a half million people is affecting housing supply, stimulating discussions among politicians and media
- [Justin Ryan - The real world of private equity](https://kodacapital.com/podcasts/justin-ryan-the-real-world-of-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
- [Michael Lukin – Sidestepping the J-Curve](https://kodacapital.com/podcasts/michael-lukin-sidestepping-the-j-curve/) - 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
- [Chris Joye - Cash is king](https://kodacapital.com/podcasts/chris-joye-cash-is-king/) - In this episode, David is joined once again by Chris Joye, Chief Investment Officer at Coolabah Capital. They discuss the current state and future of various asset classes, including residential property prices, cash, and bonds. David and Chris also delve into the basis for the RBA's 2-3% inflation target and its significance in forming their
- [Greg Hagin](https://kodacapital.com/podcasts/greg-hagin/) - Greg Hagin is a Principal, Managing Director and Board member at global fundraising consultant CCS Fundraising, where he provides advice to the non-profit sector. In his career Greg has advised on more than 100 development initiatives that have raised collectively over $10 billion, positively impacting tens of millions of lives. Greg knows Australia well and
- [Kim Morrison - The role of institutional capital in agriculture](https://kodacapital.com/podcasts/kim-morrison-the-role-of-institutional-capital-in-agriculture/) - In this episode of Inside The Rope, David is joined once again by Kim Morrison, the Chief Investment Officer at Argyle Group. Kim joins David to discuss the Argyle Water Fund, a fund that aims to provide investors with opportunities to invest in water rights and agricultural assets in Australia. By investing in these assets,
- [Alex Vynokur](https://kodacapital.com/podcasts/alex-vynokur/) - Alex Vynokur arrived in Australia aged 16 and unable to speak English. He went on to co-found leading ETF manager, Betashares, where he is currently CEO. After initially feeling shock and anger in response to Russia’s invasion of Ukraine in 2022, Alex helped to establish the United Ukraine Appeal, a registered Australian charity providing humanitarian
- [Professor Kristy Muir](https://kodacapital.com/podcasts/professor-kristy-muir/) - Kristy Muir is CEO of the Paul Ramsay Foundation and a Professor of Social Policy in the Business School at UNSW Sydney. In this episode Kristy’s passion for evidence-based social justice is on full display. Kristy talks about her belief in the power of culture and how her values shape her work as a leader.
- [Mitch Taylor - Protecting capital against higher inflation](https://kodacapital.com/podcasts/mitch-taylor-protecting-capital-against-higher-inflation/) - In this episode of the "Inside the Rope" podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach Direct Lending Fund. The Longreach Direct Lending Fund writes senior loans to Australian and some New Zealand corporate borrowers, focusing on highly creditworthy borrowers that may have been neglected by
- [Roger Lloyd - Inside Infrastructure](https://kodacapital.com/podcasts/roger-lloyd-inside-infrastructure/) - In this episode of Inside The Rope, David Clark is joined again by Roger Lloyd, founder and managing director of Palisade Investment Partners, an independent Australian infrastructure manager. Roger shares insights into the Palisade Infrastructure Trust and discusses how the fund has performed over the past year. He also provides an update on some of
- [Tom King - Navigating the seas of sustainable investing](https://kodacapital.com/podcasts/tom-king-navigating-the-seas-of-sustainable-investing/) - Tom joined Nanuk in 2009 as a director of the firm, the firm’s chief investment officer and one of the firm’s portfolio managers with approximately 20 years’ investment industry experience in equity funds management, investment banking and private equity. Before his career in finance, Tom won a gold medal in sailing at the Sydney Olympics
- [David Blood - A pioneer in sustainable investing](https://kodacapital.com/podcasts/david-blood-a-pioneer-in-sustainable-investing/) - In this episode, David is joined by David Blood to discuss his views on sustainable investing in 2023. David Blood is considered by many to be one of the pioneers of sustainable investment management. Almost 20 years ago In 2004, David created Generation Investment Management alongside Al Gore the former Vice President of the United
- [Michael Lukin - Follow the money](https://kodacapital.com/podcasts/michael-lukin-follow-the-money/) - 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
- [Rob Rayner - Risk adjusted returns in property](https://kodacapital.com/podcasts/rob-rayner-risk-adjusted-returns-in-property/) - 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
- [Rob Tucker - High conviction Australian equities](https://kodacapital.com/podcasts/rob-tucker-high-conviction-australian-equities/) - In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October 2013 has produced a return of 13.7% p.a. David and Rob discuss the strategy in-depth, as well as Rob’s outlook on current markets. The Chester High Conviction
- [Susheela Peres da Costa](https://kodacapital.com/podcasts/susheela-peres-da-costa/) - Susheela is a leader in the field of responsible investment. Purpose sits at the heart of her work with organisations like The Stewardship Centre, Beyond Zero Emissions and the Responsible Investment Association Australasia. In this episode, Susheela talks about different approaches to investing responsibly, the relationship between risk, return and impact and the ever-growing opportunity for
- [Juan Penelas - Outlandish returns from natural gas derivatives](https://kodacapital.com/podcasts/juan-penelas-outlandish-returns-from-natural-gas-derivatives/) - Andrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income return target of 8% p.a. by investing in US energy through real assets, such as producing land and mineral interests. Juan Penelas joins David to discuss e360 Power,
- [Andrew Sinclair - 20% Returns from US natural gas assets](https://kodacapital.com/podcasts/andrew-sinclair-20-returns-from-us-natural-gas-assets/) - Andrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income return target of 8% p.a. by investing in US energy through real assets, such as producing land and mineral interests. As economies transition towards a future global energy
- [Suzanne Gauron - Enhancing returns through private equity](https://kodacapital.com/podcasts/suzanne-gauron-enhancing-returns-through-private-equity/) - 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
- [Justin Borus - Israel's once in a cycle opportunity](https://kodacapital.com/podcasts/justin-borus-israels-once-in-a-cycle-opportunity/) - 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
- [Adrian Redlich - Private debt in a rising rate environment](https://kodacapital.com/podcasts/adrian-redlich-private-debt-in-a-rising-rate-environment/) - Adrian again joins the podcast to the discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners Fund. Adrian is the CEO and CIO of Merricks Capital, responsible for the overall running of the business, acting as a group director and Chairman of the Investment Committee. Merricks has
- [Vicki Condon](https://kodacapital.com/podcasts/professor-f-warren-mcfarlan/) - Vicki Condon AM is the founder and CEO of Raise, the youth mentoring foundation. In the midst of a destablising global pandemic, Vicki explains how mentoring builds resilience, how the benefits can be felt across a whole community and what it is like to run a fast-growing charity in trying times.
- [Professor F. Warren McFarlan](https://kodacapital.com/podcasts/professor-f-warren-mcfarlan-2/) - Warren McFarlan is a legend of the Harvard Business School. Over the last 50 years he has made major contributions to the work of the School at home in Boston, in Switzerland and in China. A former Chairman of the Advanced Management Program, he is best known in Australia for his work teaching governance and
- [Daniel Petre](https://kodacapital.com/podcasts/daniel-petre/) - Daniel Petre AO has spent his career at the cutting edge of business. He’s particularly well known for his achievements in tech and venture capital. A long-time philanthropist, Daniel talks about his belief that financially successful people should be giving more and giving thoughtfully, something he learnt first-hand from Bill Gates and Warren Buffett. This
- [Frank Macindoe - The impact of bond markets on equity valuations](https://kodacapital.com/podcasts/frank-macindoe-the-impact-of-bond-markets-on-equity-valuations/) - In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, broad market concerns such as inflation, the risk-free rate, and
- [Mark Landau - Absolute returns throughout the cycle](https://kodacapital.com/podcasts/mark-landau-absolute-returns-throughout-the-cycle/) - Mark joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's flagship long short fund, Mark and the L1 team have generated strong outperformance over the index, with the fund returning 26.7% over the past 12 months to
- [Chris Joye - Where to hide from inflation](https://kodacapital.com/podcasts/chris-joye-where-to-hide-from-inflation/) - In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of different asset classes, such as Private Debt, Bonds, Property, Equities and Cryptocurrencies. Chris also touches on how far he expects the RBA to raise rates, and the broader
- [John Hempton - Cutting through the uncertainty](https://kodacapital.com/podcasts/john-hempton-cutting-through-the-uncertainty/) - John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John covers several key topics that are currently being discussed by investors such as Russia's invasion of Ukraine, the impact China's Covid-Zero policy is having on supply chains, as well as green technology and the capital expenditure
- [Live Event - Phil King, Rhett Kessler & Alexandra Clarke; Behaviours of successful investors](https://kodacapital.com/podcasts/live-event-phil-king-rhett-kessler-behaviours-of-successful-investors/) - In this special live episode of Inside the Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and Principal for Pengana's Australian Equities Fund) and Phil King (CIO of Regal Funds Management) to discuss the behaviours and traits of successful investors. Touching on some of the more defining
- [Alex Hone - Providing predictable investment outcomes](https://kodacapital.com/podcasts/alex-hone-providing-predictable-investment-outcomes/) - Alex joins David to discuss the Realside Capital Flagship Fund, a fund primarily focused on private debt that has delivered returns to investors of 13.45% over 12 months to December 2021. Investing across Real Estate, Hotels & Restaurants, Industrials, Financials and Natural Resources; Alex and David discuss the return profiles that investors can expect from
- [Ben Krasnostein - Working towards a zero carbon future](https://kodacapital.com/podcasts/ben-krasnostein-working-towards-a-zero-carbon-future/) - Ben joins David to discuss Kilara Capital a fund manager that he co-found in 2017 that focuses on investment opportunities that work toward sustainable infrastructure and a zero-carbon future. Comprising 3 distinct business lines including private equity, energy and infrastructure solutions Kilara invest in deeply sustainable businesses across four key themes including future foods, circular
- [Chris Stott - Finding the inefficiencies within Australian small caps](https://kodacapital.com/podcasts/chris-stott-finding-the-inefficiencies-within-australian-small-caps/) - Chris joins David to discuss his fund, the 1851 Capital Emerging Companies Fund. Since inception in Feb 2020 till Dec 2021, the fund had produced a compound growth rate of 33% p.a. Chris explains why he believes that the small-cap sector is the most inefficient part of the market, where fund managers can deliver the
- [Karl Wellner - Family matters - Managing the wealth of family offices](https://kodacapital.com/podcasts/karl-wellner-family-matters-managing-the-wealth-of-family-offices/) - In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United States wealthiest individuals, family offices, endowments, institutions, and foundations. David and Karl delve into the types of clients that Papamarkou manages, including the issues that they face.
- [Lucas White - Investing in energy efficiencies](https://kodacapital.com/podcasts/lucas-white-investing-in-energy-efficiencies/) - According to Jeremy Grantham a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future. In this episode Lucas White (Portfolio Manager of the GMO Climate Change Trust) joins David to discuss their Climate Change strategy's origins, as well as its objectives and the opportunities going forward. Lucas and
- [Erik Sprinchorn - Nordic Innovation](https://kodacapital.com/podcasts/erik-sprinchorn-nordic-innovation/) - David is joined by Erik Sprinchorn of Tin Fonder's New Technology fund. The TIN Fonder New Technology fund is an equity strategy that invests in technology, health and digital brands and has been able to generate returns since inception from March 2019 to November 2021 of over 35% p.a. The fund invests in technology-driven growth
- [Michael Goldberg - Long live value](https://kodacapital.com/podcasts/michael-goldberg-long-live-value/) - The Collins St Value Fund has delivered 19.6% p.a. net return since inception in February 2016 to October 2021 – a result which has seen a total net return of almost 180% over that time. In this episode, Michael joins David to discuss the Collins Street Value Fund and it's investment strategy. Michael and David
- [Michael Traill - Investing for purpose](https://kodacapital.com/podcasts/michael-traill-investing-for-purpose/) - In this episode, Michael joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in several investments, including ABC Learning Centres (Now Goodstart Early Learning) that went into liquidation in 2008; as well as the social impacts that were derived from these investments. As Founding Chief Executive of Social
- [Frank Macindoe - Financial markets, a mean reverting machine](https://kodacapital.com/podcasts/frank-macindoe-financial-markets-a-mean-reverting-machine/) - Following on from their discussion last quarter, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, broad market concerns such as inflation, economist forecasts, and company valuations. Frank flags
- [Adrian Redlich - Capital for agriculture](https://kodacapital.com/podcasts/adrian-redlich-capital-for-agriculture/) - Adrian joins the podcast again to discuss Merricks Capital's new agriculture fund. A senior secured loan strategy that provides lending to agricultural assets whilst targeting a return of the RBA's cash rate + 8% p.a. and sitting in a favourable position in the capital stack. As Adrian highlights in the episode, Merricks leverages the teams
- [Hamish Douglass – The behaviours of great investors](https://kodacapital.com/podcasts/hamish-douglass-the-behaviours-of-great-investors/) - In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world’s greatest investors such as Warren Buffet, Benjamin Graham, Phil Fisher and Peter Lynch and discusses the impact these legends have had on Hamish’s own approach to investing. Hamish highlights
- [Phil Green - Sharing learnings & building resilience](https://kodacapital.com/podcasts/phil-green-sharing-learnings-building-resilience/) - In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO of Babcock & Brown, & now as a Founder of Alceon. Phil Green has over 30 years of experience specialising in structured finance and advisory, leasing, asset
- [Andrew Rado - Gone fishing; delivering sustainable returns through fisheries](https://kodacapital.com/podcasts/andrew-rado-gone-fishing-delivering-sustainable-returns-through-fisheries/) - David speaks with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically sustainable investment by delivering a robust alternative income stream, through scalable investment in the wild-caught fisheries Individual Transferrable Quota (ITQ) sector. The total market capitalisation of Australia’s ITQs is estimated to be approximately A$22 billion,
- [Tim King - Investing for a better future](https://kodacapital.com/podcasts/tim-king-investing-for-a-better-future/) - David speaks with Tim King of Melior. Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, Rob Koczkar and Anthony Kerwick. After scanning the market, they saw a gap for an Australian equities impact investment manager. They have formed a team of experienced investment professionals
- [David Witkin - Special-Purpose Acquisition Companies](https://kodacapital.com/podcasts/david-witkin-special-purpose-acquisition-companies/) - Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over 20% p.a. since inception in June 2011 to March 2021. However, David joins the podcast again to discuss the strategies transition towards also investing in SPACS - Special-Purpose Acquisition Companies.
- [Frank Macindoe - Half a year on, Koda's Enduring Equities Portfolio](https://kodacapital.com/podcasts/frank-macindoe-half-a-year-on-kodas-enduring-equities-portfolio/) - Following on from their discussion late last year (2020), fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, specific sectors and the ongoing discussion regarding value vs growth. Frank
- [Kenny Arnott - Asymmetric Investing](https://kodacapital.com/podcasts/kenny-arnott-asymmetric-investing/) - Producing annualized returns of 23.33% p.a. since inception May 2013 to Feb 2021, the Arnott Opportunities Fund has outperformed the MSCI by over 15% p.a.; and in this episode, David and Kenny discuss both the evolution of Arnott Capital and the approach taken by the team to generate such 'asymmetric returns'. That is, in Kenny's
- [John Hempton - Mass Mani‪a‬](https://kodacapital.com/podcasts/john-hempton-mass-mani‪a‬/) - John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the Gamestop short squeeze; alongside other areas of the market that John believes could be in, or heading towards bubble territory. He and David also discuss recent market performance and retail inflows
- [Chris Cuffe - Among giants - A pioneer of Australian funds management](https://kodacapital.com/podcasts/chris-cuffe-among-giants-a-pioneer-of-australian-funds-management/) - In this episode, David speaks with Chris about his current roles and background to date, in addition to how to pick fund managers along with how investors can use financial returns to support charitable causes and begin their philanthropic journey. Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in
- [Steve Tucker - The importance of advic‪e‬](https://kodacapital.com/podcasts/steve-tucker-the-importance-of-advic‪e‬/) - Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high net worth individuals. Steve and David also touch on the transition from vertically integrated financial advice business models into the independent advice firms of today. As
- [Rajeev Gupta - Creating alph‪a‬](https://kodacapital.com/podcasts/rajeev-gupta-creating-alph‪a‬/) - Rajeev Gupta of the Alium Alpha Fund joins David to discuss his career to date, the history of the Alium Alpha Fund, and the businesses that it invests in. In what Raj calls a "Crossover Fund", he explains how the Alium Alpha fund focuses on investing in both private & public companies; with a particular
- [Richard Quin - Credit where credit's du‪e‬](https://kodacapital.com/podcasts/richard-quin-credit-where-credits-du‪e‬/) - Richard Quin of Bentham joins David to discuss the history of Bentham Asset Management, including its spin-off from Credit Suisse, along with the various credit strategies that it manages today. Bentham Asset Management is a specialist global fixed interest and credit investment manager. Bentham actively manages a number of high yielding funds with varying risk
- [Justin Borus - Israel throughout the pandemi‪c‬](https://kodacapital.com/podcasts/justin-borus-israel-throughout-the-pandemi‪c‬/) - Justin joins David again to provide an update on the Ibex Israel strategy, a strategy that has returned 13.4% to the year ending November 2020 (in USD). Justin and David discuss the impact of COVID on Israeli companies, along with the restrictions on foreign investment and the opportunities that this provides. Justin also touches on
- [Simon Mordant](https://kodacapital.com/podcasts/simon-mordant/) - You find time for the things you love, says Cav. Simon Mordant AO, in a conversation that shines light on a life of purpose and achievement. Starting with little more than a pair of cuff-links, Simon has fashioned a rich philanthropic and cultural life from a career as one of Australia’s top corporate financiers. As
- [Malcolm Turnbull](https://kodacapital.com/podcasts/malcolm-turnbull/) - In this episode we speak to Malcolm Turnbull, the 29th Prime Minister of Australia. Malcolm talks about philanthropy, impact investing and the merits of choosing a purposeful life. Along the way, we discuss the importance of the non-profit sector and Malcolm offers tips to charities seeking government support. There is even a guest appearance from
- [Nic & Lucas from Orange Sk‪y‬](https://kodacapital.com/podcasts/nic-lucas-from-orange-sk‪y‬/) - Orange Sky is the world’s first free mobile laundry service for people experiencing homelessness – an idea founded in a Brisbane garage by two 20-year-old mates, Nic Marchesi and Lucas Patchett. In recognition of their achievement in founding and leading Orange Sky, Nic and Lucas were subsequently named 2016 Young Australians of the Year and
- [Natalie Egleton](https://kodacapital.com/podcasts/natalie-egleton/) - 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
- [Paul Bassat - Seeking new opportunities](https://kodacapital.com/podcasts/paul-bassat-seeking-new-opportunities/) - 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,
- [Chris Andrews - Returns from disciplined lending](https://kodacapital.com/podcasts/inside-the-rope-with-david-clark-ep-80-chris-andrews-returns-from-disciplined-lending/) - In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on behalf of investors aiming to receive returns over those provided by traditional cash alternatives in exchange for an acceptable level of risk. David and Chris discuss La Trobe's flagship
- [John Hempton - Where to from here?](https://kodacapital.com/podcasts/john-hempton-where-to-from-here/) - John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that he believes Bronte Capital miscalculated at the beginning of the pandemic, along with what else they could have done better. He and David also discuss how society measures the risk vs reward benefit of returning to normal activities in light
- [John Hempton - Where to from here?](https://kodacapital.com/podcasts/inside-the-rope-with-david-clark-ep-79-john-hempton-where-to-from-here/) - John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that he believes Bronte Capital miscalculated at the beginning of the pandemic, along with what else they could have done better. He and David also discuss how society measures the risk vs reward benefit of returning to normal activities in light
- [Hamish Douglass - Global Equities](https://kodacapital.com/podcasts/hamish-douglass-global-equities/) - Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. We discuss a wide range of subjects including why the interest rate outlook is important for investors, the US/China trade tensions, Facebook’s new cryptocurrency “Libra” and what investors should be focusing on.
- [Tony Waters - Australian Equities](https://kodacapital.com/podcasts/tony-waters-australian-equities/) - In this episode we chat to Tony Waters of QVG and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager of the QVG Opportunities Fund, Tony manages money for sophisticated clients and institutions. The fund returned 9.3% in FY19 and has grown by 55% since its inception in June 2017.
- [Mattias Westman - Russian Equities](https://kodacapital.com/podcasts/mattias-westman-russian-equities/) - In this episode we speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In particular we discuss Prosperity’s investment strategy, which focuses on public companies in Russia and the former USSR and which has led the fund to produce a compound annual growth rate of 25% p.a. since its launch in 1999. The firm
- [Haydn Smith - Natural Resources Debt](https://kodacapital.com/podcasts/haydn-smith-natural-resources-debt/) - Haydn Smith is a Portfolio Manager at Tribeca Investment Partners and runs Tribeca’s Global Natural Resources Credit Fund. Haydn joins us to talk about the double-digit returns the fund is earning by lending to mining companies. Prior to Tribeca, Haydn was formerly the Global Head of Macquarie Bank's Mining Finance Group.
- [Chris Bedingfield - Global Real Estate](https://kodacapital.com/podcasts/chris-bedingfield-global-real-estate/) - Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset class along with his outlook.
- [Robert Cagnati - Private Equity](https://kodacapital.com/podcasts/robert-cagnati-private-equity/) - Robert is the Global Co-Head of Portfolio Management for Partners Group, one of the largest investors in Private Equity with more than $80bn under management and over 1,000 employees in 19 countries around the world. We discuss the Global Value Fund they management, the Private Equity Market along with their process for evaluating investments.
- [Chelsea Pottenger - Mindfulness](https://kodacapital.com/podcasts/chelsea-pottenger-mindfulness/) - With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.
- [Michael Heine - Family Entrepreneurship](https://kodacapital.com/podcasts/michael-heine-family-entrepreneurship/) - I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, intergenerational wealth and being an entrepreneur.
- [Adrian Redlich - Private Debt](https://kodacapital.com/podcasts/adrian-redlich-private-debt/) - Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.
- [Rhett Kessler - Australian Equities One Year Later](https://kodacapital.com/podcasts/rhett-kessler-australian-equities-one-year-later/) - Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent investment in CSL and the recycling company BIngo.
- [Kim Morrison - Investing in Water Rights](https://kodacapital.com/podcasts/kim-morrison-investing-in-water-rights/) - Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.
- [Trevor Folsom - Technology Start Ups](https://kodacapital.com/podcasts/trevor-folsom-technology-start-ups/) - Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to what he loves doing: helping startups grow.
- [Christopher Joye - The Investment Outlook](https://kodacapital.com/podcasts/christopher-joye-the-investment-outlook/) - Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along with his views on the investment outlook. Christopher is the founder of Coolabah Capital and is also a Contributing Editor to the Australian Financial Review.
- [Justin Borus - Investing in Israel (Part 2)](https://kodacapital.com/podcasts/justin-borus-investing-in-israel-part-2/) - We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israel.
- [Phil King - Absolute Return Investing](https://kodacapital.com/podcasts/phil-king-absolute-return-investing/) - Phil King has been described by the AFR as "one of Australia's most Astute Investors". We talk to Phil about his absolute return process and how he has been able to provide great returns to investors through investing in Australian and Asian Companies.
- [John Hempton - Hunting Fraud](https://kodacapital.com/podcasts/john-hempton-hunting-fraud/) - Legendary Short Seller John Hemtpon talks about how to find great long term investments and how he profits from fraudsters.
- [Craig Evans](https://kodacapital.com/podcasts/craig-evans/) - Investing in commodities can often be a roller coaster for investors and subject to extreme volatility. In this episode I speak with Craig Evans a Portfolio Manager at the Tribeca Global Natural Resources fund that seeks to return 15-20%p.a to investors through investing in natural resources.
- [Ilan Israelstam - ETF's](https://kodacapital.com/podcasts/ilan-israelstam-etfs/) - The growth of Exchange Traded Funds over the last 10 years post the GFC has been phenomenal. Ilan takes us through a crash course in ETF's and explains why they have become so popular.
- [David Witkin - Merger Abitrage](https://kodacapital.com/podcasts/david-witkin-merger-abitrage/) - We talk to David about investing in companies where Mergers and Acquisitions are announced and how the strategy can produce good returns that are uncorrelated to traditional assets.
- [Paul Heath - Liquidity Events](https://kodacapital.com/podcasts/paul-heath-liquidity-events/) - Liquidity events are a major fork in the road. Paul Heath draws on his experience as CEO of Koda and previously JB Were to discuss the do's and don'ts of managing liquidity events.
- [Nelson Seo - Insurance Linked Bonds](https://kodacapital.com/podcasts/nelson-seo-insurance-linked-bonds/) - As a founder of the impressive Fermat Capital Management, Nelson discusses how they invest in non traditional fixed income such as Insurance Linked Bonds to create a risk premium greater than similar non-correlated assets.
- [Cathie Wood - Disruptive Technologies](https://kodacapital.com/podcasts/cathie-wood-disruptive-technologies/) - Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the genomic revolution amongst other disruptive technologies changing the world.
- [Dan Greenhaus - Opportunities in Distressed Companies](https://kodacapital.com/podcasts/dan-greenhaus-opportunities-in-distressed-companies/) - We discuss with Dan How Solus invests in event driven, and special situations to create a strategy that has provided an annual return of 12.71% over the last 5 years with low volatility and low correlation to traditional asset classes such as shares.
- [Michael Traill - Impact Investing](https://kodacapital.com/podcasts/michael-traill-impact-investing/) - As a world leader in Impact Investing, Michael talks to us about the growing trend of investing for the dual purpose of profit and social benefit.
- [Robert Bartlett - UK Residential Property](https://kodacapital.com/podcasts/robert-bartlett-uk-residential-property/) - We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.
- [Mitch Taylor - Private Debt](https://kodacapital.com/podcasts/mitch-taylor-private-debt/) - We discuss investing in the private debt provided to medium sized business and how the big banks exiting this market has created an opportunity for investors provided they get their credit analysis right and of course have a good loan agreement. The strategy is expected to produce more than 12% income p.a.
- [Chris Cuesta - US Micro Caps](https://kodacapital.com/podcasts/chris-cuesta-us-micro-caps/) - Chris discusses the opportunities that are presented by investing in US microcaps a strategy that has produced 15.3% p.a return since inception in 2014. We touch on the benefit being provided to US smaller companies by the Trump administration's lower taxes and deregulation.
- [Ben Hirsch-McShane - Driverless Cars](https://kodacapital.com/podcasts/ben-hirsch-mcshane-driverless-cars/) - We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless vehicles
- [Andrew Clifford Platinum Asset Managment](https://kodacapital.com/podcasts/andrew-clifford-platinum-asset-managment/) - The recently announced CEO and CIO of the $27 billion manager talks about managing money for the past 23 years and how peoples behaviour creates opportunities to profit. Andrew also gives his views on the international investment landscape including China, the USA and Europe.
- [Alan Sheen- Algorithmic Investing](https://kodacapital.com/podcasts/alan-sheen-algorithmic-investing/) - As the co-founder of Dalton Street Capital Alan invests clients money using algorithm that exploits behaviours in the market to generate returns for investors. Since inception Dalton Street Capital has returned 19.9% p.a.
- [Ben McGarry- Totus Capital Absolute Return Investing](https://kodacapital.com/podcasts/ben-mcgarry-totus-capital-absolute-return-investing/) - We explore the way Ben invests, along with a number of themes that have led Totus to return greater than 21% p.a. since setting up the fund in 2012
- [Tim Carleton Auscap Asset Management](https://kodacapital.com/podcasts/tim-carleton-auscap-asset-management/) - Tim is a founder and Portfolio Manager with Auscap Asset Management an asset manager with an annualised return of more than 20%. We discuss a wide range of topics including investment fundamentals, Bitcoin, China and how shorting companies can enhance returns with Tim.
- [House Prices and Interest Rates with Brett Gillespie](https://kodacapital.com/podcasts/house-prices-and-interest-rates-with-brett-gillespie/) - Episode 8: House Prices and Interest rates with Brett Gillespie Brett talks about his view on the outlook for house prices and interest rates and what will drive them. I reached out to Brett to arrange the interview after reading his article Burning down the House (https://ellerstoncapital.com/burning-house-latest-thought-piece-brett-gillespie)
- [How to get to 100 in great shape.](https://kodacapital.com/podcasts/how-to-get-to-100-in-great-shape/) - Dr John Cummins (https://goo.gl/u8ikNw) is a specialist physician who started a practice devoted to preventative medicine. In this episode, Dr John talks about how you can manage your health and lifestyle to live to 100.
- [James McNab - Fixed Interest and Credit](https://kodacapital.com/podcasts/james-mcnab-fixed-interest-and-credit/) - James McNab is the Manager of Acquasia fixed interest funds. Aquasia manages wholesale funds and syndicates, investing in a range of credit and fixed-income assets. http://www.aquasia.com.au/james-mcnabb
- [Cathie Wood-Investing in Disruption](https://kodacapital.com/podcasts/cathie-wood-investing-in-disruption/) - Catherine D Wood is the CEO and CIO of Ark invest a New York-based investment manager focussed on disruptive innovation. In this episode, we cover Bitcoin, Driverless cars and other disruptive technologies that may shape our investment future. https://ark-invest.com/ark-team
- [Tiffany Jones](https://kodacapital.com/podcasts/tiffany-jones/) - Managing significant wealth over multiple generations raises many significant challenges. These issues are discussed with Tiffiany who is a thought leader in the Family Leadership space. Tiffany brings a great skill set and expiernce to help families get 'back around the kitchen table".
- [Rhett Kessler](https://kodacapital.com/podcasts/rhett-kessler/) - Investment Fundamentals with Rhett Kessler Rhett Kessler manages the Pengana Australian Equities Fund of $1.2 billion that has returned to clients greater than 11% p.a. net since inception. In this episode, Rhett takes us through the process and the way he thinks when he approaches investment.
- [Justin Borus- Investing in Israel](https://kodacapital.com/podcasts/justin-borus-investing-in-israel/) - We discuss the opportunity to invest in high growth companies in Isreal with the Founder and Chief Investment Officer of Ibex Investors.
- [Hamish Douglass](https://kodacapital.com/podcasts/hamish-douglass/) - International and Technology investment with Hamish Douglass Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan's Global Equity strategies. Hamish is a former member of the Australian Government's Financial Literacy Board, the Australian Government's Takeovers Panel, the Australian Government's Foreign Investment Review Board
- [Nelson Yuan - Opportunistic Credit](https://kodacapital.com/podcasts/nelson-yuan-opportunistic-credit/) - Equity-like returns with debt like risk. Nelson Yuan of PIMCO discusses how they use their global footprint to find attractive opportunities in credit.
- [Stephen Bailey-Smith - Frontier Debt](https://kodacapital.com/podcasts/stephen-bailey-smith-frontier-debt/) - Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in managing frontier debt with over $9 billion of investors’ money. The frontier market strategy has produced an annualised return of 8.6% since its inception in 2010. The fund identifies opportunistic early-stage macroeconomic
- [David Kirk - The Polymath](https://kodacapital.com/podcasts/david-kirk-the-polymath/) - Rugby World Cup winning captain and captain of industry David Kirk discusses Bailador, his ASX listed technology investment company.
- [Will Douglas - Koda Israel Tour](https://kodacapital.com/podcasts/will-douglas-koda-israel-tour/) - Recently I toured Israel with Koda Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour we visited a range of investee companies and spent time with economists, industry representatives, start-up incubators, academics and other investors in the fund. In this episode, we discuss the
- [Ben Cleary - Tribecca Global Natural Resources](https://kodacapital.com/podcasts/ben-cleary-tribecca-global-natural-resources/) - In what has proven to be a difficult period for Tribeca, Ben and I discuss the reasons for the fund's underperformance and how Tribeca is positioned to perform going forward. Ben has worked in the natural resource sector for over 15 years and founded Tribeca Global Natural Resources in 2015.
- [Martin Rosser - Investing through the cycle](https://kodacapital.com/podcasts/martin-rosser-investing-through-the-cycle/) - Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accomplish this. The Alium Market Neutral strategy is an alternate strategy that utilizes both long and short positions globally with a thematic based approach. Martin describes how his strategy operates
- [Phil King – A great time to invest](https://kodacapital.com/podcasts/phil-king-a-great-time-to-invest/) - With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad & the ugly of financial markets. Phil remains optimistic that there is plenty of growth left in the market, and in this episode he steps through his rationale underpinning this view.
- [Andrew Lockhart – Credit opportunity](https://kodacapital.com/podcasts/andrew-lockhart-credit-opportunity/) - Equity like returns with debt like risk; Metrics Managing Partner Andrew Lockhart discusses the opportunity created by traditional lenders leaving the Australian market due to increasing levels of regulation. The Metrics Credit Partners Fund offers investors direct exposure to Australia’s bank-dominated mid-market corporate loan market by investing in loans to private corporates, private-equity sponsored, real
- [Rhett Kessler - The emperor has no clothes](https://kodacapital.com/podcasts/rhett-kessler-the-emperor-has-no-clothes/) - Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact of technological disruption has seen several growth stock multiples stretch well beyond traditional valuation methods, and Rhett believes that there are more rational returns to be found in less favoured
- [Kee Gan – Brexit creates opportunities in UK property](https://kodacapital.com/podcasts/kee-gan-brexit-creates-opportunities-in-uk-property/) - Kee explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee also covers the UK election and what it means for their property market. L1 UK Residential Property Funds focus on assets with purchase prices of £3-10m a bracket that is
- [Gerald Stack - A train set for Christmas](https://kodacapital.com/podcasts/gerald-stack-a-train-set-for-christmas/) - Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in listed assets with exposure to sectors such as toll roads, airports, rail and utilities. Gerald describes these assets as highly reliable, predictable and boring. However, Gerald and I discuss how
- [Tim Carleton - Finding value in large-cap global equities](https://kodacapital.com/podcasts/tim-carleton-finding-value-in-large-cap-global-equities/) - Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian Equities Fund. Currently invested in names such as Capri, Google (Alphabet), Microsoft and Visa, the new Auscap Global Equities Fund is an absolute return focused fund
- [Roger Lloyd - Identifying opportunities in infrastructure](https://kodacapital.com/podcasts/roger-lloyd-identifying-opportunities-in-infrastructure/) - Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 years (as at 30 June 2019). Roger defines infrastructure as a defensive asset that is essential for the community, and in this episode, Roger and I discuss how Palisade are finding
- [Adrian Redlich - Double digit returns from asset backed deb](https://kodacapital.com/podcasts/adrian-redlich-double-digit-returns-from-asset-backed-deb/) - Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund has provided investors with consistent returns of 12% p.a. net of fees (as at Feb 2020) with relatively low levels of volatility and an overall loan to value ratio of less
- [John Hempton - Central Banks aren't the answer to Coronavir](https://kodacapital.com/podcasts/john-hempton-central-banks-arent-the-answer-to-coronavir/) - In John Hempton’s eyes, what is occurring in financial markets is not an economic problem that can be solved through central bank stimulus. It’s a virus problem, and as a virus problem, it can only be solved through scientific intervention such as vaccines. John believes that the measures taken by central banks may cause more
- [Chris Joye - Coronavirus, property & debt](https://kodacapital.com/podcasts/chris-joye-coronavirus-property-debt/) - Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees. Chris is of the view that the increased market volatility presents opportunities for investors, however they must be cautious. He highlights the implications on financial markets posed by Coronavirus and speculates that whilst the Chinese may
- [Jeff Emmanuel - Identifying growth opportunities & pick](https://kodacapital.com/podcasts/jeff-emmanuel-identifying-growth-opportunities-pick/) - Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is well known as an early backer of both Magellan Financial Group (MFG) and Goodman Group (GMG) and his fund is currently the largest shareholder of Pointsbet (PBH). With the firm belief
- [Kim Morison - Turning water into gold](https://kodacapital.com/podcasts/kim-morison-turning-water-into-gold/) - Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by investing in water rights across Australia. Returning to the podcast for a second time, Kim joins David to discuss the fund's change in banner from Bluesky to Argyle along with other topics
- [Andrew Mitchell - Keeping a finger on the pulse of small ca](https://kodacapital.com/podcasts/andrew-mitchell-keeping-a-finger-on-the-pulse-of-small-ca/) - The Ophir Opportunities Fund has returned 26.1% p.a. since inception in August 2012 (net of fees) and their latest Global Opportunities Fund has returned 33.8% p.a. since inception in October 2018 (net of fees). Andrew attributes the success of Ophir's funds to their commitment of keeping their finger on the pulse, travelling a lot, meeting
- [Martin Rosser - Positive returns through the COVID crisis](https://kodacapital.com/podcasts/martin-rosser-positive-returns-through-the-covid-crisis/) - Alium Market Neutral returned 7.2% in March. Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive returns during the COVID-19 pandemic. By identifying early market trends such as growth in the share price of "In-Home" businesses as events transpired in places such as Hong
- [Ben McGarry - Going Long In Capital Preservation](https://kodacapital.com/podcasts/ben-mcgarry-going-long-in-capital-preservation/) - The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the opportunities he believes are being created in markets, and the short term trends that have been created by the virus. Similar to our previous guest John Hempton, Ben
- [Hamish Douglass - COVID-19, a Black Swan event](https://kodacapital.com/podcasts/hamish-douglass-covid-19-a-black-swan-event/) - Magellan Global has returned 14.78% over 1 year to the 31st of March 2020. In what Hamish calls a classic Black Swan event, he and David discuss the recent impact of the COVID-19 pandemic across global financial markets. Initially presenting as a localized epidemic in China, COVID-19 has evolved into a global pandemic that has
- [Chris Bedingfield - Is property defensive in a COVID world?](https://kodacapital.com/podcasts/chris-bedingfield-is-property-defensive-in-a-covid-world/) - How has COVID-19 affected property? In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate Fund. The fund itself has returned 11.7% p.a. since inception in July 2014 till March 2020. Post-March the global REIT market has not recovered
- [Phil King - Don't get too bullish too early](https://kodacapital.com/podcasts/phil-king-dont-get-too-bullish-too-early/) - Regal Small Companies fund has returned 18.4% p.a. (as at April 2020) since inception (Feb 2015). As part of the COVID-19 Special Episodes, David chats with Phil King of Regal Funds Management. Late last year when David last spoke with Phil, Phil believed that it was a great time to invest. However, throughout this episode,
- [Adam Murchie - Picking the winners from the losers in prope](https://kodacapital.com/podcasts/adam-murchie-picking-the-winners-from-the-losers-in-prope/) - Having an IRR of 26.4% across all transactions in property, Adam Murchie joins David on this episode of Inside the Rope. Adam is a specialist in funds management and investment and has worked in the property industry for 20 years. He and David discuss the strategies deployed by the team at Forza as they aim
- [Daniel Chersky - Absolute returns from small to mid cap ASX](https://kodacapital.com/podcasts/daniel-chersky-absolute-returns-from-small-to-mid-cap-asx/) - Delivering returns of 13.38% over the past 6 months (to May 2020), Daniel from Alceon chats with David. Daniel and David discuss the Alceon High Conviction Absolute Return Fund, and dig into how Daniel thinks about running the absolute return focused strategy. The fund, which takes a fundamental, research-driven, high conviction approach in a benchmark
- [Charlie Jamieson - How negative yields can still provide po](https://kodacapital.com/podcasts/charlie-jamieson-how-negative-yields-can-still-provide-po/) - What makes for a quality government bond portfolio, and why should investors be attracted to them? In this episode, Charlie and David discuss the benefits of high-quality government bonds in what Jamieson Coote say can help defend and protect investors portfolios by providing income, liquidity and downside protection in a period of heightened volatility. Jamieson
- [Cullen Gunn - Investing for impact](https://kodacapital.com/podcasts/cullen-gunn-investing-for-impact/) - Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments. Since 1993 Cullen has been working in the farmland and water management sector. While holding a strong grounding in active, hands-on land management, at a strategic level Cullen holds experience in the development of priorities for investment at both catchment
- [James McNabb - The COVID effect on credit](https://kodacapital.com/podcasts/james-mcnabb-the-covid-effect-on-credit/) - Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned 6.76% p.a. since inception (October 2011). However March saw the fund have its first negative month, as the fear of COVID-19 saw credit spreads widen and valuations shift. As James highlights, this
- [Anthony Millet - Early-stage venture capital](https://kodacapital.com/podcasts/anthony-millet-early-stage-venture-capital/) - Anthony Millet from Antler joins David to discuss early-stage venture capital. Antler receives 50,000 applications a year to their programs around the world and spends over 200 hours with each team ultimately resulting in Antler investing in over 160+ companies. Over the past year since launch, the fund has delivered investors returns of 34%. Anthony
- [Kerry Series - Profit with purpose](https://kodacapital.com/podcasts/kerry-series-profit-with-purpose/) - Kerry joins David to discuss impact investing, and his career in financial markets. Throughout the episode, Kerry and David discuss and define what impact investing is, the framework used by the team at Inspire Impact and the key differences to ethical (ESG) investments. Kerry is a Partner at Inspire Impact, a profit for purpose organisation
- [Lindsay Partridge - Laying the foundations for a successful](https://kodacapital.com/podcasts/lindsay-partridge-laying-the-foundations-for-a-successful/) - In episode #73 of the Inside the Rope podcast Koda Adviser & Partner David Clark speaks with Lindsay Partridge AM, Managing Director at Brickworks Building Products. Brickworks is one of the world's largest building supply manufacturers, and they have additionally grown to include a Land & Development division that maximises the value of surplus land
- [Frank Macindoe - Experience matters](https://kodacapital.com/podcasts/frank-macindoe-experience-matters/) - Fellow Koda Partner Frank Macindoe joins David in the latest episode of Inside the Rope to discuss his extensive career in both commercial law and financial advice, as well as the success he has achieved as an avid investor in Australian equities. Within their conversation, Frank gives an overview of the diversified portfolio of Australian
- [Paul Heath - Inside The Rope - Three years on](https://kodacapital.com/podcasts/paul-heath-inside-the-rope-three-years-on/) - Since launching Inside The Rope three years ago, David has been able to chat with some of the industry leaders in financial services. In this special episode of Inside the Rope, CEO of Koda Capital Paul Heath interviews David to discuss his observations over these three years. David takes time to reflect on many of
- [Rob Morrison - Investing in healthcare property](https://kodacapital.com/podcasts/rob-morrison-investing-in-healthcare-property-6/) - In this episode, David chats with Rob Morrison from Barwon Investment Partners to discuss the Barwon Healthcare Property Fund. In seeking to identify areas of the property market that Rob believes are under-researched, Barwon found that the healthcare sector had lower levels of institutional investment despite its fast growth and 10% allocation to Australian GDP.
- [Dr Craig Collie - Diagnosing financial markets](https://kodacapital.com/podcasts/dr-craig-collie-diagnosing-financial-markets/) - Dr Craig Collie of Regal Funds Management joins David on this episode of Inside the Rope to discuss his career to date, starting as a medical doctor in Australia, New Zealand and the United Kingdom before transitioning into financial services and ultimately his role at Regal. Craig manages a sleeve of Regal's Market Neutral strategy,
- [George Bishay - Bonding over impact investing](https://kodacapital.com/podcasts/george-bishay-bonding-over-impact-investing/) - David and George discuss how investors can invest ethically in the fixed income space. Impact investing allows investors to not only generate a financial return but also contribute positively to society and/or the environment. In George's words, impact investing is the way of the future. The Regnan Credit Impact Trust is a strategy which aims
- [Andrew Kuper](https://kodacapital.com/podcasts/andrew-kuper/) - Dr Andrew Kuper is an investor and social entrepreneur. He is Founder and CEO of LeapFrog Investments, ranked by Fortune as one of the top five Companies to Change the World. Sydney-based Andy is a world-leader in the field of ‘profit with purpose’. What is profit with purpose and how did Andy build LeapFrog into
- [Dave Smith](https://kodacapital.com/podcasts/dave-smith/) - Dave Smith is President and CEO of Heaton Smith Group, an Atlanta-based consulting firm specializing in major gifts and legacy planning. Dave explains why it’s critical for fundraisers to listen to donors, to build relationships with them over many years and to avoid treating them like ATMs. He also sets out his belief that if
- [Rich Gilmore](https://kodacapital.com/podcasts/rich-gilmore/) - Rich Gilmore is Country Director for The Nature Conservancy in Australia. In this episode, he provides valuable insight into how the Conservancy raised $55 million in twelve weeks to purchase environmentally significant land in the Murray Darling basin. This ambitious act of private conservation harnessed philanthropy and investment to secure the future of over 200,000
- [Stephen Fitzgerald](https://kodacapital.com/podcasts/stephen-fitzgerald/) - Stephen is a former Chairman of Goldman Sachs Australia and New Zealand. He also served a five year term as a Guardian of Australia’s Future Fund. As well as sharing secrets of his own success, Stephen talks about investing successfully, common investing mistakes and how to run an effective investment committee. He also explains his
- [Audette Exel](https://kodacapital.com/podcasts/audette-exel/) - Audette Exel AO is a former Australian Philanthropist of the Year and a Forbes magazine Hero of Philanthropy. A social activist who became a lawyer and investment banker, she later founded the Adara Group, a social enterprise that proves the power of business can be used to improve the lives of people in poverty. In
- [Kylie Charlton](https://kodacapital.com/podcasts/kylie-charlton/) - As Koda launches its impact investment advisory service, Kylie defines impact investing and looks at its potential for mainstream and non-profit investors alike. Reflecting on her own career, Kylie also talks about working and investing ‘with heart’.
- [Michelle Stewart](https://kodacapital.com/podcasts/michelle-stewart/) - In this episode Michelle Stewart, CEO of Cure Brain Cancer Foundation, talks about her career and her bold mission to improve survival rates. She also talks about Professor Charlie Teo’s decision to end his association with the Foundation. Professor Teo recently started his own brain cancer charity and he has been a vocal critic of
- [David Panzirer](https://kodacapital.com/podcasts/david-panzirer/) - What happens when, overnight, you inherit responsibility for establishing a multi-billion dollar charitable foundation dedicated to saving and improving lives? David knows because he has lived this through the Helmsley Charitable Trust. In this episode he talks about running a philanthropic foundation like a successful business and the need for philanthropy to embrace risk.
- [Rebecca Scott](https://kodacapital.com/podcasts/rebecca-scott/) - What does it take to be a successful social entrepreneur and a pioneer in the field of impact investing? As the co-founder of STREAT, Bec has learnt by doing. In this episode she talks about her work, what she’s learnt and how STREAT gives young people a sense of belonging.
- [Ronni Kahn](https://kodacapital.com/podcasts/ronni-kahn/) - How do you set up and grow Australia’s leading food rescue charity? According to Ronni Kahn, inspirational founder of OzHarvest, the answer involves love, belief, clarity of purpose and being clear that you are running a business.
- [David Gonski Part 2](https://kodacapital.com/podcasts/david-gonski-part-2/) - This episode is the second half of our conversation with David Gonski. Listen to David talk about impact, preparing well, the value of listening and his passion for education
- [David Gonski](https://kodacapital.com/podcasts/david-gonski/) - Listen to David talk about diversity, making a contribution, a chair’s role, innovation in the non-profit sector, asking for money and being a hopeless artist.
- [Christopher G Oechsli](https://kodacapital.com/podcasts/christopher-g-oechsli/) - Episode 1: Christopher G Oechsli What does it take to lead one of the world’s foremost philanthropic foundations? Humility, clarity and a commitment to justice and equity. These are some of the ideas discussed with Chris Oechsli, President & CEO of The Atlantic Philanthropies, the limited-life foundation set up and funded by Chuck Feeney.
- [Cara Peek](https://kodacapital.com/podcasts/cara-peek/) - Cara is a Yawuru/Bunuba woman and Chair of Broome-based Nyambu Baru Yawuru. In this episode she talks about her work as a Native Title lawyer, social innovator and entrepreneur, and many things in-between, including her cultural experiences and what she learnt during her time with the Apache people of North America.
- [Violet Roumeliotis](https://kodacapital.com/podcasts/violet-roumeliotis/) - For her work as the CEO of refugee-focused Settlement Services International, Violet was named 2017 Telstra Businesswoman of the Year. In this episode she touches on themes like compassion, understanding, community and resilience, as well as the value of adopting a positive mindset.
- [Lindsay Cane](https://kodacapital.com/podcasts/lindsay-cane/) - Lindsay is a dynamic CEO running a dynamic organisation called Royal Far West, from its base just a surfboard-length away from Sydney’s famous Manly Beach. The 2019 Australian Third Sector CEO of the Year talks about her leadership style and lessons she has learnt in a career that also saw her lead Australia back to
- [Paul Heath](https://kodacapital.com/podcasts/paul-heath/) - Paul is Koda’s founding CEO and an experienced charity investment committee member. He talks about how to invest successfully, with long-term, non-profit investors in mind. Drawing on first-hand experience, Paul offers advice on operating a non-profit investment committee and how individual committee members can make sure their contributions count. Paul also talks about how he

## Videos

- [Death and Divorce: Staying Future Focused](https://kodacapital.com/videos/death-and-divorce-staying-future-focused/) - Are you dealing with divorce or the death of a loved one? Making decisions in these trying times can be emotionally and physically stressful. The question of ‘what now?’ comes to mind. At Koda we have experience guiding and advising people during these difficult chapters in their lives. As such events bring about change, understanding
- [Responsible Investment – Using Your Capital for Profit and Purpose](https://kodacapital.com/videos/sep-2022-paper-top-mistakes-of-the-australian-non-profit-investor-2/) - Are you considering ESG, Responsible and Impact Investments? Advisers at Koda Capital have taken many families and organisations on this journey. Along this journey, common questions arise such as: What is responsible investment? Why are investors shifting to responsible investment practices? How do you align your portfolio and your values? How does Koda advise clients
- [Helping Your Kids Without Ruining Your Life (Or Theirs)](https://kodacapital.com/videos/helping-your-kids-without-ruining-your-life-or-theirs/) - How wealthy families help their children financially is a complex topic, as well as a deeply personal one. More families than ever are working through it. In 2020 Koda Capital Adviser & Partner James Hawthorne published a paper titled ‘Helping your kids without ruining your life (or theirs)’. As the wealth in our communities grows,
- [The Upside of Time in the Market](https://kodacapital.com/videos/time-in-the-market/) - The concept of ‘time in the market’ is to embrace compounding investment returns over the long term. Whilst arguably not as exciting as ‘timing the market’, it is extremely powerful in its ability to grow wealth over time. Many investors are familiar with common concepts such as ‘compounding returns’, ‘good things come to those who
- [The Upside of Minimising Downside](https://kodacapital.com/videos/the-upside-of-minimising-downside/) - At Koda Capital, we observe that many investors tend to focus attention on the upside potential of their investments. While considering gains and strong portfolio returns is natural for investors, minimising a portfolio’s losses in falling markets is far more important to long term investment success than maximising gains in rising markets. In 2020 Koda
- [The Upside of Maintaining Diversification](https://kodacapital.com/videos/the-upside-of-maintaining-diversification/) - The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few exceptions, however when faced with market turbulence many will retreat to the set of risks that are most familiar to them. In the process they often reduce the diversification of
- [Preparing and Managing Your Estate](https://kodacapital.com/videos/preparing-and-managing-your-estate/) - Considering asset protection and reviewing wills and estate matters can be a highly emotive process, but it is time well spent. In our experience, when clients seek advice on these topics it provides peace of mind to know that they are well prepared for all the complexities that families and emotions can bring to the
- [Establishing an Investment Portfolio](https://kodacapital.com/videos/establishing-an-investment-portfolio/) - 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 with establishing and managing such a portfolio, many do not. The 10 steps outlined in this video are structured to help charitable
- [Welcome to Koda](https://kodacapital.com/videos/welcome-to-koda/) - Creating financial peace of mind for our clients is our ultimate goal at Koda. When introducing ourselves to prospective clients it’s important we explain who we are and how we accomplish this goal. More often than not, an investment mandate is at the foundation of the work we do for clients. The mandate covers managing
- [Being Prepared for Investment Opportunities](https://kodacapital.com/videos/being-prepared-for-investment-opportunities/) - Are you prepared for investment opportunities? Volatility in markets can be beneficial for investors who are prepared for when tactical opportunities arise. Volatility can be another word for opportunity. We all like to think we are prepared, and that we will act on opportunity. It is not uncommon, however, for hesitation to be our first
- [Investing Outside of Cash](https://kodacapital.com/videos/investing-outside-of-cash/) - Are you debating how or why you should invest cash currently sitting in an at call account or in a term deposit? It was only 18 months ago that holding cash generated little to no return. Recent research shows that individuals, families and not for profit organisations are keeping large cash reserves…in cash. A common

## Areas of interest

- [Impact investing](https://kodacapital.com/areas-of-interest/areas-of-interest-article-heading/) - Your investments can do more than meet your financial objectives. Our pioneering impact investment advisory service can help you contribute to lasting positive change – generating measurable social, environmental and financial returns.

## Unlisted

- [David Clark Quarterly Investment Update Q4 2023](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2023/) - David Clark Quarterly Investment Update Q4 2023
- [David Clark Quarterly Investment Update Q3 2023](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2023/) - David Clark Quarterly Investment Update Q3 2023
- [MLC Inflation Plus - Assertive: A Brief Update, Oct 2023](https://kodacapital.com/unlisted/mlc-inflation-plus-assertive-a-brief-update-oct-2023/) - MLC Inflation Plus - Assertive: A Brief Update, Oct 2023
- [David Clark Quarterly Investment Update Q2 2023](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2023/) - David Clark Quarterly Investment Update Q2 2023
- [David Clark Quarterly Investment Update Q2 2026](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2026/) - David Clark Quarterly Investment Update Q2 2026
- [David Clark Quarterly Investment Update Q1 2026](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2026/) - David Clark Quarterly Investment Update Q1 2026
- [David Clark Quarterly Investment Update Q4 2025](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2025/) - David Clark Quarterly Investment Update Q4 2025
- [David Clark Quarterly Investment Update Q3 2025](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2025/) - David Clark Quarterly Investment Update Q3 2025
- [Exclusive Insights from Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management](https://kodacapital.com/unlisted/exclusive-insights-from-howard-marks-co-founder-and-co-chairman-of-oaktree-capital-management/) - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios In this special episode of Inside the Rope, Koda Capital’s David Clark sits down with legendary investor Howard Marks. From pioneering distressed debt to co-founding Oaktree Capital Management (now managing over US$200 billion in assets), Howard shares powerful lessons on market cycles,
- [David Clark Quarterly Investment Update Q2 2025](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2025/) - David Clark Quarterly Investment Update Q2 2025
- [David Clark Quarterly Investment Update Q1 2025](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2025/) - David Clark Quarterly Investment Update Q1 2025
- [David Clark Quarterly Investment Update Q4 2024](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2024/) - David Clark Quarterly Investment Update Q4 2024
- [David Clark Quarterly Investment Update Q3 2024](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2024/) - David Clark Quarterly Investment Update Q3 2024
- [David Clark Quarterly Investment Update Q2 2024](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2024/) - David Clark Quarterly Investment Update Q2 2024
- [David Clark Quarterly Investment Update Q1 2024](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2024/) - David Clark Quarterly Investment Update Q1 2024
- [Family Philanthropy](https://kodacapital.com/unlisted/family-philanthropy/)
- [Benefits of Giving](https://kodacapital.com/unlisted/benefits-of-giving/)
- [Start Giving](https://kodacapital.com/unlisted/start-giving/)
- [Investing Responsibly](https://kodacapital.com/unlisted/investing-responsibly/)
- [Beginning Your Philanthropic Journey](https://kodacapital.com/unlisted/beginning-your-philanthropic-journey/)
- [Doubling Structured Giving by 2030](https://kodacapital.com/unlisted/doubling-structured-giving-by-2030/)
- [The Joy of Giving](https://kodacapital.com/unlisted/the-joy-of-giving/)
- [Supporting a Non-Profit's Mission](https://kodacapital.com/unlisted/supporting-a-non-profits-mission/)
- [Responsible Investing for Non-Profits](https://kodacapital.com/unlisted/responsible-investing-for-non-profits/)
- [Partnering with Non-Profits](https://kodacapital.com/unlisted/partnering-with-non-profits/)
- [Inspired by the Work of Non-Profits](https://kodacapital.com/unlisted/inspired-by-the-work-of-non-profits/)
- [Ensuring the Sustainability of Non-Profits](https://kodacapital.com/unlisted/ensuring-the-sustainability-of-non-profits/)
- [Addressing the Needs of Non-Profits](https://kodacapital.com/unlisted/addressing-the-needs-of-non-profits/)
- [Investing for Non-Profits](https://kodacapital.com/unlisted/investing-for-non-profits/) - Koda has been assisting non-profits with the management of their capital since day one. In this video, we delve into the core principles that drive our approach: understanding the purpose behind every investment, establishing robust governance frameworks, and building tailored portfolios aligned with an organisation's mission. Our dedication to conflict-free advice ensures we always put
- [Investment Capital](https://kodacapital.com/unlisted/investment-capital/)
- [Investment Governance](https://kodacapital.com/unlisted/investment-governance/)
- [The Power of Philanthropy](https://kodacapital.com/unlisted/the-power-of-philanthropy/) - Philanthropy is a deeply personal experience and is as much about making a difference as it is about finding personal joy, purpose, and connection. In this video, we explore the transformative power of philanthropy, from fostering family unity to driving positive social and environmental change. Through insightful discussions and strategic guidance, we empower clients to
- [David Clark Quarterly Investment Update Q1 2023](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2023/) - David Clark Quarterly Investment Update Q1 2023
- [David Clark Quarterly Investment Update Q4 2022](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2022/) - David Clark Quarterly Investment Update Q4 2022
- [David Clark Quarterly Investment Update Q3 2022](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2022/) - David Clark Quarterly Investment Update Q3 2022
- [David Clark Quarterly Investment Update Q2 2022](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2022/) - David Clark Quarterly Investment Update Q2 2022
- [Back to the Future May 2022](https://kodacapital.com/unlisted/back-to-the-future-may-2022/) - Back to the Future - May 2022
- [David Clark Quarterly Investment Update Q1 2022](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2022/) - David Clark Quarterly Investment Update Q1 2022
- [David Clark Quarterly Investment Update Q2 2021](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2021/) - David Clark Quarterly Investment Update Q2 2021
- [David Clark Quarterly Investment Update Q3 2021](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2021/) - David Clark Quarterly Investment Update Q3 2021
- [David Clark Quarterly Investment Update Q4 2021](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2021/) - David Clark Quarterly Investment Update Q4 2021
- [Investment Strategy Update: A Conversation With Koda's Chief Investment Officer, Brigette Leckie - 10 February 2022](https://kodacapital.com/unlisted/investment-strategy-update-a-conversation-with-kodas-chief-investment-officer-brigette-leckie-10-february-2022/)
- [Koda Capital Investment Strategy Group Market Outlook 15 Dec 2021](https://kodacapital.com/unlisted/koda-capital-investment-strategy-group-market-outlook-15-dec-2021/)
- [Koda Capital On The Ground With Simcoe - November 2021](https://kodacapital.com/unlisted/koda-capital-on-the-ground-with-simcoe-november-2021/)
- [Koda Capital | For Purpose Investment Partners Webinar](https://kodacapital.com/unlisted/koda-capital-for-purpose-investment-partners-webinar/) - In the face of increasing demand for social enterprise and infrastructure solutions to support Australian communities, For Purpose Investment Partners (FPIP) was established with the support of M.H. Carnegie & Co. to invest in projects and organisations that deliver strong and long-term positive social outcomes and long term commercial returns. Led by Michael Traill AM,
- [How to get your business future-fit, Part 2: Implementing the Plan](https://kodacapital.com/unlisted/how-to-get-your-business-future-fit-part-2-implementing-the-plan/) - Learn how to manage your plan. We will reveal the most effective structures, investment strategies and due diligence required for these transactions.
- [How to get your business future-fit, Part 1: Planning](https://kodacapital.com/unlisted/how-to-get-your-business-future-fit-part-1-planning/) - To help you prepare your business for a future sale, exit or expansion whilst achieving maximum value, our presenters will give you the tools you need.
- [Koda Capital On The Ground With Paradigm - October 2021](https://kodacapital.com/unlisted/koda-capital-on-the-ground-with-paradigm-october-2021/)
- [Queensland Migrant Women in Business Virtual Summit - Angela Ray keynote](https://kodacapital.com/unlisted/queensland-migrant-women-in-business-virtual-summit-angela-ray-keynote/)
- [RBWH Foundation - Royal Giving Day](https://kodacapital.com/unlisted/rbwh-foundation-royal-giving-day/)
- [Koda Capital - Why make Impact investments](https://kodacapital.com/unlisted/koda-capital-why-make-impact-investments/)
- [Koda Capital - The future of impact investing](https://kodacapital.com/unlisted/koda-capital-the-future-of-impact-investing/)
- [Koda Capital - Regal interest in impact investments](https://kodacapital.com/unlisted/koda-capital-regal-interest-in-impact-investments/)
- [Koda Capital - Kilter Rural](https://kodacapital.com/unlisted/koda-capital-kilter-rural/)
- [Koda Capital - Introduction to Impact Investments](https://kodacapital.com/unlisted/koda-capital-introduction-to-impact-investments/)
- [Koda Capital - Impact Investments](https://kodacapital.com/unlisted/koda-capital-impact-investments/)
- [Koda Capital - Impact investment shaping risk return profile](https://kodacapital.com/unlisted/koda-capital-impact-investment-shaping-risk-return-profile/)
- [Koda Capital - Impact Investment - A Client's Perspective](https://kodacapital.com/unlisted/koda-capital-impact-investment-a-clients-perspective/)
- [Koda Capital - Anglicare COMPASS bond](https://kodacapital.com/unlisted/koda-capital-anglicare-compass-bond/)
- [Koda Capital - Anglicare](https://kodacapital.com/unlisted/koda-capital-anglicare/)
- [Koda Capital Webinar - Investing in Sustainable Wild-Caught Fisheries](https://kodacapital.com/unlisted/koda-capital-webinar-investing-in-sustainable-wild-caught-fisheries/) - An investment in Australian wild-caught fisheries and Individual Transferable Quotas (ITQs) has the potential to deliver investors strong annual distributable income and long-term capital growth via the deployment of an ESG focused and sustainable investment strategy, all while providing a low correlation alternative to other asset classes. Join us and investment partner Longreach Maris in
- [Koda Capital - Impact Investing](https://kodacapital.com/unlisted/koda-capital-impact-investing/) - Koda Capital - Impact Investing
- [Koda Capital_20210622_Monthly Investment Insights and Outlook June 2021](https://kodacapital.com/unlisted/koda-capital_20210622_monthly-investment-insights-and-outlook-june-2021/) - Koda Capital_20210622_Monthly Investment Insights and Outlook June 2021
- [David Clark Quarterly Investment Update Q1 2021](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2021/) - David Clark Quarterly Investment Update Q1 2021
- [COVID-19: Investment Lessons for Non-Profit Committees - 18 March 2021](https://kodacapital.com/unlisted/covid-19-investment-lessons-for-non-profit-committees-18-march-2021/)
- [David Clark Quarterly Investment Update Q4 2020](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2020/) - David Clark Quarterly Investment Update Q4 2020
- [Koda Capital Investment Market Update - 21 January 2021](https://kodacapital.com/unlisted/koda-capital-investment-market-update-21-january-2021/)
- [Koda Capital Investment Market Update - The World is in Chains. But Your Portfolio Can Escape.](https://kodacapital.com/unlisted/koda-capital-investment-market-update-the-world-is-in-chains-but-your-portfolio-can-escape/)
- [Commitment to Clients](https://kodacapital.com/unlisted/commitment-to-clients/) - At Koda Capital, we take great pride in being independent. We feel strongly that the decision to be independent is paramount to the process of acting in our clients’ best interests. Depending on whom you speak with, independence can have multiple definitions. There is a legal definition put in place by the regulators to protect
- [Koda Capital: Impact Investment Webinar (Nov 2020)](https://kodacapital.com/unlisted/koda-capital-impact-investment-webinar-nov-2020/)
- [Koda Capital Named Best Private Wealth Manager In Australia](https://kodacapital.com/unlisted/koda-capital-named-best-private-wealth-manager-in-australia/) - Koda Capital Named Best Private Wealth Manager In Australia
- [David Clark Quarterly Investment Update Q3 2016](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2016/) - David Clark Quarterly Investment Update Q3 2016
- [David Clark Quarterly Investment Update Q2 2016](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2016/) - David Clark Quarterly Investment Update Q2 2016
- [David Clark Quarterly Investment Update Q1 2016](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2016/) - David Clark Quarterly Investment Update Q1 2016
- [David Clark Quarterly Investment Update Q1 2017](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2017/) - David Clark Quarterly Investment Update Q1 2017
- [David Clark Investment Update - 1st Quarter 2017](https://kodacapital.com/unlisted/david-clark-investment-update-1st-quarter-2017/) - David Clark Investment Update - 1st Quarter 2017
- [David Clark Quarterly Investment Update Q2 2017](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2017/) - David Clark Quarterly Investment Update Q2 2017
- [David Clark Quarterly Investment Update Q3 2017](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2017/) - David Clark Quarterly Investment Update Q3 2017
- [David Clark Quarterly Investment Update Q4 2017](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2017/) - David Clark Quarterly Investment Update Q4 2017
- [David Clark Quarterly Investment Update Q1 2018](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2018/) - David Clark Quarterly Investment Update Q1 2018
- [David Clark Quarterly Investment Update Q2 2018](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2018/) - David Clark Quarterly Investment Update Q2 2018
- [David Clark Quarterly Investment Update Q3 2018](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2018/) - David Clark Quarterly Investment Update Q3 2018
- [David Clark Quarterly Investment Update Q4 2018](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2018/) - David Clark Quarterly Investment Update Q4 2018
- [David Clark Quarterly Investment Update Q1 2019](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2019/) - David Clark Quarterly Investment Update Q1 2019
- [David Clark Quarterly Investment Update Q2 2019](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2019/) - David Clark Quarterly Investment Update Q2 2019
- [David Clark Quarterly Investment Update Q3 2019](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2019/) - David Clark Quarterly Investment Update Q3 2019
- [David Clark Quarterly Investment Update Q4 2019](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q4-2019/) - David Clark Quarterly Investment Update Q4 2019
- [Koda Capital Fireside Chat with CEO Paul Heath and CIO Brigette Leckie](https://kodacapital.com/unlisted/koda-capital-fireside-chat-with-ceo-paul-heath-and-cio-brigette-leckie/) - Koda Capital Fireside Chat with CEO Paul Heath and CIO Brigette Leckie - 27 April 2020
- [David Clark Quarterly Investment Update Q1 2020](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q1-2020/) - David Clark Quarterly Investment Update Q1 2020
- [David Clark Quarterly Investment Update Q2 2020](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q2-2020/) - David Clark Quarterly Investment Update Q2 2020
- [Koda Capital - Virtual Meet the Manager - Private Debt Manager Insights - 17 September 2020](https://kodacapital.com/unlisted/koda-capital-virtual-meet-the-manager-private-debt-manager-insights-17-september-2020/) - Koda Capital - Virtual Meet the Manager - Private Debt Manager Insights - 17 September 2020
- [David Clark Quarterly Investment Update Q3 2020](https://kodacapital.com/unlisted/david-clark-quarterly-investment-update-q3-2020/) - David Clark Quarterly Investment Update Q3 2020

## Staff

- [Lochie Radcliffe](https://kodacapital.com/our-team/lochie-radcliffe/)
- [Will Beresford](https://kodacapital.com/our-team/will-beresford/)
- [Maanvi Mudgil](https://kodacapital.com/our-team/maanvi-mudgil/)
- [Matthew Donat](https://kodacapital.com/our-team/matthew-donat/)
- [Nick Stanley](https://kodacapital.com/our-team/nick-stanley/)
- [Brittney Brockhurst](https://kodacapital.com/our-team/brittney-brockhurst/)
- [Cassandra Hirst](https://kodacapital.com/our-team/cassandra-hirst/)
- [Brendan Jones](https://kodacapital.com/our-team/brendan-jones/)
- [Lachlan Taylor](https://kodacapital.com/our-team/lachlan-taylor-2/)
- [Regina Abood](https://kodacapital.com/our-team/regina-abood/)
- [Simon Street](https://kodacapital.com/our-team/simon-street/)
- [Will Ratcliffe](https://kodacapital.com/our-team/will-ratcliffe/)
- [Adam Brennan](https://kodacapital.com/our-team/adam-brennan/)
- [Lachlan Taylor](https://kodacapital.com/our-team/lachlan-taylor/)
- [Alex Balica](https://kodacapital.com/our-team/alex-balica-2/)
- [Ashleigh Gonzalez](https://kodacapital.com/our-team/ashleigh-gonzalez/)
- [Chris Wilson](https://kodacapital.com/our-team/chris-wilson/)
- [Bevan Smith](https://kodacapital.com/our-team/bevan-smith/)
- [Fiona Morris](https://kodacapital.com/our-team/fiona-morris/)
- [Rebecca Jones](https://kodacapital.com/our-team/rebecca-jones/)
- [Darcy Cleeve](https://kodacapital.com/our-team/darcy-cleeve/)
- [Hagai Netser](https://kodacapital.com/our-team/hagai-netser/)
- [Quentin Reeve](https://kodacapital.com/our-team/quentin-reeve/)
- [Natasha Straton](https://kodacapital.com/our-team/natasha-straton/)
- [Katie Hargrave](https://kodacapital.com/our-team/katie-hargrave/)
- [Sebastian Ferrando](https://kodacapital.com/our-team/sebastian-ferrando/)
- [Isabella Sepede](https://kodacapital.com/our-team/isabella-sepede/)
- [Alison Matthews](https://kodacapital.com/our-team/alison-matthews/)
- [Sabil Chowdhury](https://kodacapital.com/our-team/sabil-chowdhury/)
- [Will Douglas](https://kodacapital.com/our-team/will-douglas/)
- [James Hawthorne](https://kodacapital.com/our-team/james-hawthorne/)
- [Leanne Jago](https://kodacapital.com/our-team/leanne-jago/)
- [Hong Dang](https://kodacapital.com/our-team/hong-dang/)
- [Steven Hendry](https://kodacapital.com/our-team/steven-hendry/)
- [Andrew Rothery](https://kodacapital.com/our-team/andrew-rothery/)
- [Lisa Nguyen](https://kodacapital.com/our-team/lisa-nguyen/)
- [James Gouldson](https://kodacapital.com/our-team/james-gouldson/)
- [Victoria Lindores](https://kodacapital.com/our-team/victoria-lindores/)
- [Sophia Todd](https://kodacapital.com/our-team/sophia-todd/)
- [Tom Meagher](https://kodacapital.com/our-team/tom-meagher/)
- [Luke King](https://kodacapital.com/our-team/luke-king/)
- [Mark Cooper](https://kodacapital.com/our-team/mark-cooper/)
- [Leanne Le](https://kodacapital.com/our-team/leanne-le/)
- [William Gallagher](https://kodacapital.com/our-team/william-gallagher/)
- [Liam Kahn](https://kodacapital.com/our-team/liam-kahn/)
- [Jack Davis](https://kodacapital.com/our-team/jack-davis/)
- [Charis Todd](https://kodacapital.com/our-team/charis-todd/)
- [Kate Turner](https://kodacapital.com/our-team/kate-turner/)
- [William Mittell](https://kodacapital.com/our-team/william-mittell/)
- [Sharya Narayan](https://kodacapital.com/our-team/sharya-narayan/)
- [Vinay Ramesh](https://kodacapital.com/our-team/vinay-ramesh/)
- [Tammy Tan](https://kodacapital.com/our-team/tammy-tan/)
- [Herc Panagiotakis](https://kodacapital.com/our-team/herc-panagiotakis/)
- [Rachel Frost](https://kodacapital.com/our-team/rachel-frost/)
- [Amanda Bradley](https://kodacapital.com/our-team/amanda-bradley/)
- [Sam McClennan](https://kodacapital.com/our-team/sam-mcclennan/)
- [Julia Harley](https://kodacapital.com/our-team/julia-harley/)
- [Ted Strapp](https://kodacapital.com/our-team/ted-strapp/)
- [James Middleditch](https://kodacapital.com/our-team/james-middleditch/)
- [Alex Balica](https://kodacapital.com/our-team/alex-balica/)
- [Jeanette Kassa](https://kodacapital.com/our-team/jeanette-kassa/)
- [Angela Ray](https://kodacapital.com/our-team/angela-ray/)
- [Jordan Ryan](https://kodacapital.com/our-team/jordan-ryan/)
- [Fraser Symons](https://kodacapital.com/our-team/fraser-symons/)
- [Franco Pelle](https://kodacapital.com/our-team/franco-pelle/)
- [Ben Andreou](https://kodacapital.com/our-team/ben-andreou/)
- [Farial Ameen](https://kodacapital.com/our-team/farial-ameen/)
- [Beatrix Schutte](https://kodacapital.com/our-team/beatrix-schutte/)
- [Ambionne Wilson](https://kodacapital.com/our-team/ambionne-wilson/)
- [Sarah Dykes](https://kodacapital.com/our-team/sarah-dykes/)
- [Doris Lim](https://kodacapital.com/our-team/doris-lim/)
- [Mark Goh](https://kodacapital.com/our-team/mark-goh/)
- [Stephanie Patrick](https://kodacapital.com/our-team/stephanie-patrick/)
- [James McCorquodale](https://kodacapital.com/our-team/james-mccorquodale/)
- [Elizabeth Watson](https://kodacapital.com/our-team/elizabeth-watson/)
- [David Ransom](https://kodacapital.com/our-team/david-ransom/)
- [Caitlin Laffey](https://kodacapital.com/our-team/caitlin-laffey/)
- [Adam Horton](https://kodacapital.com/our-team/adam-horton/)
- [Melanie Graham](https://kodacapital.com/our-team/melanie-graham/)
- [Anna Garden](https://kodacapital.com/our-team/anna-garden/)
- [Amanda Zhang](https://kodacapital.com/our-team/amanda-zhang/)
- [Frank Macindoe](https://kodacapital.com/our-team/frank-macindoe/)
- [Vanessa Montagne](https://kodacapital.com/our-team/vanessa-montagne/)
- [Tyler Woodhouse](https://kodacapital.com/our-team/tyler-woodhouse/)
- [Tom Oryl](https://kodacapital.com/our-team/tom-oryl/)
- [Taymar Gordon](https://kodacapital.com/our-team/taymar-gordon/)
- [Simon Talbot](https://kodacapital.com/our-team/simon-talbot/)
- [Simon Duckett](https://kodacapital.com/our-team/simon-duckett/)
- [Sean Abbott](https://kodacapital.com/our-team/sean-abbott/)
- [Sarah Sheehan](https://kodacapital.com/our-team/sarah-sheehan/)
- [Sarah Alvares](https://kodacapital.com/our-team/sarah-alvares/)
- [Robert Buckley](https://kodacapital.com/our-team/robert-buckley/)
- [Peter Dunn](https://kodacapital.com/our-team/peter-dunn/)
- [Paul Begley](https://kodacapital.com/our-team/paul-begley/)
- [Olivia Charles](https://kodacapital.com/our-team/olivia-charles/)
- [Nik Velde](https://kodacapital.com/our-team/nik-velde/)
- [Nicky Boustred](https://kodacapital.com/our-team/nicky-boustred/)
- [Michael Massey](https://kodacapital.com/our-team/michael-massey/)
- [Matthew O'Donnell](https://kodacapital.com/our-team/matthew-odonnell/)
- [Mathew Stinton](https://kodacapital.com/our-team/mathew-stinton/)
- [Mark Pollasky](https://kodacapital.com/our-team/mark-pollasky/)
- [Leon Dier](https://kodacapital.com/our-team/leon-dier/)
- [Kieran Brogle](https://kodacapital.com/our-team/kieran-brogle/)
- [Justin Lucas](https://kodacapital.com/our-team/justin-lucas/)
- [James Christopher](https://kodacapital.com/our-team/james-christopher/)
- [Farren Williams](https://kodacapital.com/our-team/farren-williams/)
- [David Clark](https://kodacapital.com/our-team/david-clark/)
- [Daniel Meech](https://kodacapital.com/our-team/daniel-meech/)
- [Craig Tonkes](https://kodacapital.com/our-team/craig-tonkes/)
- [Charles Moore](https://kodacapital.com/our-team/charles-moore/)
- [Brigid O'Connor](https://kodacapital.com/our-team/brigid-oconnor/)
- [Rachel Nanic](https://kodacapital.com/our-team/rachel-nanic/)
- [Stephanie Prsa](https://kodacapital.com/our-team/stephanie-prsa/)
- [Rebecca Elepano](https://kodacapital.com/our-team/rebecca-elepano/)
- [Alicia Di Martino](https://kodacapital.com/our-team/alicia-di-martino/)
- [Matt Ross](https://kodacapital.com/our-team/matt-ross/)
- [Paul Heath](https://kodacapital.com/our-team/paul-heath/)
- [David Knowles](https://kodacapital.com/our-team/david-knowles/)
- [Ned Clonan](https://kodacapital.com/our-team/ned-clonan/)
- [Angela Alexandrou](https://kodacapital.com/our-team/angela-alexandrou/)
- [Christine Ye](https://kodacapital.com/our-team/christine-ye/)
- [Cindy Chiuman](https://kodacapital.com/our-team/cindy-chiuman/)
- [Richard Habashy](https://kodacapital.com/our-team/richard-habashy/)
- [Norman Zhang](https://kodacapital.com/our-team/norman-zhang/)
- [Bianca Parth](https://kodacapital.com/our-team/bianca-parth/)
- [Justine Spiteri](https://kodacapital.com/our-team/justine-spiteri/)
- [Celine Huang](https://kodacapital.com/our-team/celine-huang/)
- [Kashfi Saber](https://kodacapital.com/our-team/kashfi-saber/)
- [Mathias Hadet](https://kodacapital.com/our-team/mathias-hadet/)
- [Brigette Leckie](https://kodacapital.com/our-team/brigette-leckie/)
- [Patrick Carter](https://kodacapital.com/our-team/patrick-carter/)
- [Steve Tucker](https://kodacapital.com/our-team/steve-tucker/)
- [Lisa Gay](https://kodacapital.com/our-team/lisa-gay/)
- [Chloe Besant](https://kodacapital.com/our-team/chloe-besant/)
- [Sam Agnew](https://kodacapital.com/our-team/sam-agnew/)
- [Emma Fitzgerald](https://kodacapital.com/our-team/emma-fitzgerald/)
- [Phoebe Wright](https://kodacapital.com/our-team/phoebe-wright/)
- [Jonathan Ayres](https://kodacapital.com/our-team/jonathan-ayres/)
- [Michelle Lam](https://kodacapital.com/our-team/michelle-lam/)
- [Yasmin Turnbull](https://kodacapital.com/our-team/yasmin-turnbull/)
- [Kalai Aravindan](https://kodacapital.com/our-team/kalai-aravindan/)

## Podcasts Channels

- [Inside the rope](https://kodacapital.com/podcasts_channel/inside-the-rope/) - In Inside the Rope, Koda Adviser & Partner David Clark interviews some of the leading minds in wealth management.
- [How I did it](https://kodacapital.com/podcasts_channel/how-i-did-it/) - How I Did It is a podcast produced by Koda Capital’s Philanthropy & Social Capital team.
- [With purpose](https://kodacapital.com/podcasts_channel/with-purpose/) - The podcast for people working, investing and giving with purpose.

## Videos Channels

- [At the Helm](https://kodacapital.com/videos_channel/at-the-helm/) - At the Helm is a video channel with a focus on Koda insights and investor education. It is produced by Koda Adviser & Partner Will Douglas.

## Staff Categories

- [Partners](https://kodacapital.com/staff_category/partners/)
- [Board](https://kodacapital.com/staff_category/board/)

## Staff Roles

- [Adviser](https://kodacapital.com/staff_role/adviser/)
- [Associate](https://kodacapital.com/staff_role/associate/)
- [Managing Partner](https://kodacapital.com/staff_role/managing-partner/)
- [Non-Executive Director](https://kodacapital.com/staff_role/non-executive-director/)
- [Investment Analyst](https://kodacapital.com/staff_role/investment-analyst/)
- [Chief Executive Officer & Partner](https://kodacapital.com/staff_role/chief-executive-officer-partner/)
- [Head of Philanthropy & Social Capital | Partner](https://kodacapital.com/staff_role/head-of-philanthropy-social-capital-partner/)
- [Chief Investment Officer | Partner](https://kodacapital.com/staff_role/chief-investment-officer-partner/)
- [Chief of Staff & Partner](https://kodacapital.com/staff_role/chief-of-staff-partner/)
- [Non-Executive Chairman & Partner](https://kodacapital.com/staff_role/non-executive-chairman-partner/)
- [Philanthropy & Social Capital | Partner](https://kodacapital.com/staff_role/philanthropy-social-capital-partner/)
- [Partner](https://kodacapital.com/staff_role/partner/)
- [Chief Operating Officer & Chief Financial Officer, Partner](https://kodacapital.com/staff_role/chief-operating-officer-chief-financial-officer-partner/)
- [Senior Associate](https://kodacapital.com/staff_role/senior-associate/)
- [Company Secretary & Partner](https://kodacapital.com/staff_role/company-secretary-partner/)
- [Team Co-Ordinator - ISG](https://kodacapital.com/staff_role/team-co-ordinator-isg/)
- [Head of Managed Portfolios & Partner](https://kodacapital.com/staff_role/head-of-managed-portfolios-partner/)
- [Finance Manager](https://kodacapital.com/staff_role/finance-manager/)
- [Head of Human Resources & Partner](https://kodacapital.com/staff_role/head-of-human-resources-partner/)
- [Chief Economist | Partner](https://kodacapital.com/staff_role/chief-economist-partner/)
- [Head of Investment Operations](https://kodacapital.com/staff_role/head-of-investment-operations/)
- [Marketing & Communications Manager](https://kodacapital.com/staff_role/marketing-communications-manager/)
- [Philanthropy Senior Associate](https://kodacapital.com/staff_role/philanthropy-senior-associate/)
- [Head of Core and Opportunistic Portfolios & Partner](https://kodacapital.com/staff_role/head-of-core-and-opportunistic-portfolios-partner/)
- [Senior Investment Operations Analyst](https://kodacapital.com/staff_role/senior-investment-operations-analyst/)
- [State Office Manager WA](https://kodacapital.com/staff_role/state-office-manager-wa/)
- [Senior Consultant – Client Development](https://kodacapital.com/staff_role/senior-consultant-client-development/)
- [Responsible Investment Analyst](https://kodacapital.com/staff_role/responsible-investment-analyst/)
- [State Office Manager NSW](https://kodacapital.com/staff_role/state-office-manager-nsw/)
- [Operations Manager](https://kodacapital.com/staff_role/operations-manager/)
- [Chief Innovation & Technology Officer | Partner](https://kodacapital.com/staff_role/chief-innovation-technology-officer-partner/)
- [Senior Adviser & Partner](https://kodacapital.com/staff_role/senior-adviser-partner/)
- [Senior Adviser](https://kodacapital.com/staff_role/senior-adviser/)
- [Philanthropy & Social Capital Senior Manager](https://kodacapital.com/staff_role/philanthropy-social-capital-senior-manager/)
- [Graduate Associate](https://kodacapital.com/staff_role/graduate-associate/)
- [State Office Manager QLD](https://kodacapital.com/staff_role/state-office-manager-qld/)
- [State Office Manager VIC](https://kodacapital.com/staff_role/state-office-manager-vic/)
- [Senior Associate - Technology Enablement](https://kodacapital.com/staff_role/senior-associate-technology-enablement/)
- [Human Resources Coordinator](https://kodacapital.com/staff_role/human-resources-coordinator/)
- [Senior Project Manager](https://kodacapital.com/staff_role/senior-project-manager/)
- [Senior Compliance Manager](https://kodacapital.com/staff_role/senior-compliance-manager/)
- [Senior Compliance Associate](https://kodacapital.com/staff_role/senior-compliance-associate/)
- [Head of Responsible and Impact Investments & Partner](https://kodacapital.com/staff_role/head-of-responsible-and-impact-investments-partner/)
- [General Counsel | Partner](https://kodacapital.com/staff_role/general-counsel-partner/)
- [Program Manager](https://kodacapital.com/staff_role/program-manager/)
- [Senior Investment Analyst](https://kodacapital.com/staff_role/senior-investment-analyst/)

## Staff Locations

- [Sydney](https://kodacapital.com/staff_location/sydney/)
- [Melbourne](https://kodacapital.com/staff_location/melbourne/)
- [Brisbane](https://kodacapital.com/staff_location/brisbane/)
- [Perth](https://kodacapital.com/staff_location/perth/)