08
Mar
Fundraising 2.0: Of private wealth and family offices
Private wealth platforms and family offices represent a fast-growing and increasingly popular capital source for alternative investment managers. For private equity firms, advisors, and intermediaries, marketing is educational as well as product driven. Working with high-net-worth investors also requires refined approaches in areas like reporting, fees, financial modelling, and co-investment. Our panel of wealth managers and family offices explores how these efforts are paying off and considers the long-term implications of democratising access to alternatives.
- Which sectors and strategies get the most traction with these investors?
- Are semi-liquid products the best way to reach the mass affluent?
- Have structural questions around capital calls and reporting been addressed?
- How should GPs go about engaging family offices on opportunities?
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SpeakersEdwin Chan Managing Director, Head of Client Solutions, Asia iCAPITAL
Kathryn Young Head of Investments CAMBOOYA PTY LTD
Martin Randall Head of Alternatives LGT CRESTONE
Paul Heath Founding Partner and Chief Executive Officer KODA CAPITAL
Leila Lee Head of Distribution SQUARE PEG CAPITAL
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Edwin Chan joined iCapital in 2021 as Head of Asia and Head of Client Solutions APAC. He has more than 25 years of experience in the financial services industry, including a strong track record in private markets in the Asia Pacific region.
Before joining iCapital, Edwin successfully founded and spent a decade building the Probitas Partners business in Asia. He has worked with many private market firms across different alternative investment strategies as well as with institutional and family office investors in the Asia Pacific region. Previously, Edwin worked with AIG Global Investments, Citi, and HSBC based out of Hong Kong in various regional roles covering clients across the broad Asian geography.
He holds a MBA and a BA from the University of South Australia and is a Certified Practicing Accountant of CPA Australia.
Kathryn Young is Head of Investments for Cambooya Pty Ltd, which is one of Australia’s longest-running family offices. In that role she guides investment selection and portfolio construction across a wide range of assets, both listed and unlisted. She has more than 15 years of investment experience in Australia and the United States. She spent much of that time in manager research for Morningstar, ending her tenure there as Director of Manager Research Ratings, Aus/NZ. She completed her MBA at the University of Chicago Booth School of Business and is a CFA Charterholder.
Martin Randall is responsible for delivering and maintaining LGT Crestone’s investment offering across hedge funds, private equity and real assets. Engaging with local and global alternative asset firms, Martin’s focus is to source, perform due diligence and structure alternative investment solutions for Crestone’s client base. He is also a member of the LGT Crestone Investment Committee and further supports LGT Crestone’s investment offering across separately managed accounts, impact investments and structured products.
Martin joined UBS Wealth Management Australia Ltd in 2014 and transitioned to LGT Crestone at launch in 2016. Prior to that, Martin worked in the UK for EFG Private Bank as Head of Structured Products, having started his career at Kleinwort Benson Private Bank (now Kleinwort Hambros), developing derivative and tax-based structured products for high-net-worth investors. Martin holds a BSc in Computer Science from the University of London.
Paul Heath is a Founding Partner and Chief Executive Officer at Koda Capital.
Prior to co-founding Koda, Paul was CEO of JBWere, one of Australia’s longest established private wealth management companies. During his two and a half decades in the finance industry Paul has also been an investment adviser and an equities derivatives trader.
In addition to his role at Koda, Paul is a Director (and former Chairman) of Juvenile Diabetes Research Foundation Australia and a Director of Juvenile Diabetes Research Foundation International, as well as a member of the Benevolent Society Endowment Investment Advisory Committee.
Square Peg is a Venture Capital and listed tech equities fund manager. Leila is responsible for building relationships with investors, raising Square Peg’s funds and investor relations. Leila has considerable experience in working with institutional investors, family offices and financial advisors, as well as raising funds across multiple asset classes and strategies.
Previously, she was an Executive Director in the Institutional Sales team at Goldman Sachs Asset Management (GSAM) (’09-’17). Prior to that, she managed relationships across asset consultants and research houses for GSAM.
Leila is currently a member of Trinity College (a college of The University of Melbourne) Investment Committee, the St Catherine’s School Finance Committee and was previously Chair of Member Education for the CFA Melbourne Society.