06
Mar
The new gold rush: Private wealth
Private wealth platforms and family offices represent one of the fastest growing sources of capital for alternative investment managers, yet their diversity defies characterisation as specific blocs. Education is paramount when tapping non-institutional channels, as well as matching customers with most appropriate products. Refined approaches are often required in areas such as reporting, fees, financial modelling and co-investment. A panel of wealth managers explores investment selection and the long-term implications of democratising access to alternatives.
- Which sectors and strategies get the most traction with these investors?
- What is best practice in terms of high net worth investor education?
- Is customisation on capital calls and reporting realistic for blind pool funds?
- In which areas are wealth platforms looking beyond evergreen products?
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SpeakersJames Cowper Director PRINCIPLE ADVISORY SERVICES
Gillian Gordon Head of Alternative Investments & Responsible Investing JBWERE
Darragh Kennelly Senior Investment Analyst ESCALA PARTNERS
Lauren Williamson Vice President, Client Solutions HAMILTON LANE
Norman Zhang Chief Investment Officer & Partner KODA CAPITAL
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James is a Director at Principle Advisory Services, a leading Australian investment management advisory and distribution firm.
James covers the Australasian institutional and wholesale investor market and specialises in private markets investments including private equity/venture capital, unlisted infrastructure, real estate, and alternative credit strategies. James has over 17 years’ fundraising and product design experience in the Australasian market.
James was named one of PEI’s 40 under 40: Future Leaders of Private Equity in 2020.
James holds a Bachelor of Arts from the University of Sydney as well as a Master of Commerce from the same university, majoring in Finance and Commercial Law. James is a CFA Charterholder and is a former Director and Treasurer of the CFA Society of Sydney.
Gillian joined JBWere in May 2019 and is Head of Alternative Investments and Responsible Investing (RI), in addition to being an Executive Director of the firm. As Head of Alternatives, Gillian leads the Alternatives strategy, investing selection and execution across Private Equity, Private Debt, Real Assets including Infrastructure and Property and Uncorrelated Assets. Gillian also leads the further expansion of JBWere’s approach to Responsible Investing spanning ESG, ethical/impact investing, and stewardship of capital. Prior to joining JBWere, Gillian held senior multi-asset global investment and structuring roles on trading floors, working across Europe, North America, Asia, Africa and the Middle East, within Standard Chartered Bank (SCB) and Bank of Montreal (BMO) Capital Markets. Gillian was also the global structuring sustainability lead for capital markets in both SCB and BMO. Gillian’s roles have included leading sales and structuring for SCB’s Alternative Asset Group (AUM +USD 2bio) in London, in addition to leading and designing multi-asset investment solutions across Fixed Income, Equities, FX, Alternatives, Credit, Commodities and Responsible Investments (RI) for Institutional, Private Bank and High Net Worth clients.
INSEAD Executive Education (TGM, 2022)
Bachelor of Commerce, University of Queensland
Bachelor of Business (Management), University of Queensland
Certified Practicing Accountant (CPA) Australia
Capital Markets Programme, Chartered Institute of Securities and Investments (CISI)
UK Diploma of Investment Advice (Qualified UK Financial Adviser), Chartered Institute of Securities and Investments (CISI)
Darragh co-leads the alternative investment research for Escala Partners encompassing private markets, real assets and hedge funds and leads the firm’s responsible investment research. He is a member of the firm’s investment committee and approved product list committee. Prior to joining Escala in 2019 he held positions with Prudential International carrying out fund due diligence across the platforms funds and has held positions in investment banking, private wealth, and trading in Ireland. Darragh holds a BSc in Business & Management from Technological University of Dublin, has completed the CFA Certificate in ESG Investing and is a CFA Charterholder.
Lauren is a Vice President based in the Client Solutions Group based in the firm’s Sydney office. She is responsible for leading and supporting all aspects of business development across Australia and New Zealand with a focus on institutional clients.
Prior to joining Hamilton Lane in 2020, Lauren worked in the investor relations team at AnaCap Financial Partners, a leading middle-market private equity and private credit manager in London, working across all aspects of fundraising and client services.
As Koda Capital’s Chief Investment Officer, Norman leads the $14+ billion investment program and strategy, including oversight of all investment portfolios and programs. Norman is actively involved with investment governance & processes, asset allocation, portfolio construction and investment manager selection. He also works closely with Koda Capital’s advisor teams and clients to deliver bespoke solutions that generate outstanding investment outcomes.
Prior to Koda Capital, Norman was most recently the Chief Investment Officer at Legal Super (Australian superannuation fund), overseeing assets worth $5.5+ billion and delivering top-quartile performance. His expertise includes developing investment strategies, building high quality investment programs & teams, asset allocation, portfolio construction, manager research & selection.
Previous roles included the Chief Investment Officer at Media Super ($7bn Australian superannuation fund), Asset Consultant at Frontier Advisors, and Consultant in the corporate finance and management consulting teams at Ernst & Young Australia. Norman is a CFA Charterholder, and also holds the following qualifications/achievements:
- Executive Program, Judge Business School, University of Cambridge, UK,
- Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants Australia & New Zealand,
- Bachelor of Commerce (Finance & Accounting), The University of Melbourne, Australia
- Recipient of the Australian Institute of Superannuation Trustees Rising Star Award (2018).