Koda Capital

Koda Capital was pleased to attend the Saluting Sydney Women Lunch, hosted by the Sydney Community Foundation, celebrating the outstanding contribution of Suzie Miller. As a former lawyer and internationally acclaimed playwright, Suzie has challenged audiences to think differently about justice, equality and the lived experiences of women. One insight that particularly resonated was her observation that progress is often built through a "relay" of ordinary women whose collective efforts create lasting change. It's a powerful reminder that meaningful impact can come from consistently contributing within our own sphere of influence. Thank you to the Sydney Community Foundation for creating a space to recognise leadership, challenge perspectives and inspire action. #KodaCapital #SalutingSydneyWomen #SydneyWomensFund #WomenInLeadership

Koda Capital Head of Managed Portfolios & Partner, James Gouldson, CFA, recently spoke and moderated a session at the H&B Wholesale Forum, bringing together leading investment professionals, wealth managers, advisers and fund managers to discuss the evolving private markets landscape. The conversation explored: - The continued rotation of capital into private market strategies, particularly evergreen structures across private credit, infrastructure and private equity. - The importance of fund structure alongside manager selection, especially when assessing liquidity characteristics. - The need for robust deal allocation frameworks and operational due diligence as private market access expands. - How investors should distinguish between execution failures and temporary style or factor headwinds when reviewing manager performance. - The implications of potential wholesale investor reforms and the evolving regulatory landscape. - The reputational considerations associated with gating mechanisms, even when acting in investors' best interests. The discussions reinforced that successful private market investing relies on more than access to opportunities. Fund structure, governance, due diligence and manager alignment remain central to delivering strong long-term client outcomes. Thank you to Lucy Hannemann and Adele Brown for organising the forum and bringing the industry together. #KodaCapital #PrivateMarkets #WealthManagement #InvestmentManagement #AssetAllocation

Koda Capital Senior Adviser & Partner, Victoria Lindores, hosted a lunch in Melbourne with Noah Yang, Founder & CEO of We Are Mobilise, and Catherine Brooks, Founder & CEO of Equitable Philanthropy, discussing innovative approaches to addressing homelessness in Australia. The conversation explored: - The scale and complexity of homelessness, with 122,000 Australians experiencing some form of homelessness on any given night - How technology can be used to deliver direct, transparent and timely support to people experiencing homelessness - The role of trusted community organisations in creating pathways to better outcomes - The importance of measuring impact, with We Are Mobilise reporting more than $4 million delivered to 1,500+ people through its network of 50+ charity partners - How philanthropy can support scalable, evidence-based solutions to complex social challenges - Noah's passion and commitment to restoring dignity and opportunity for people experiencing homelessness left a lasting impression on everyone in the room. As social challenges become increasingly complex, identifying and supporting innovative models such as We Are Mobilise will be critical to driving lasting and measurable impact. #KodaCapital #Philanthropy #SocialImpact2 #ImpactGiving #ForPurpose

Koda Capital is actively hiring! Join a firm where quality, courage, and integrity guide everything we do. At Koda, our culture of shared ownership and accountability has fostered a strong sense of teamwork and purpose, making it a place where your contributions are genuinely valued, appreciated, and supported. If you’re looking to grow in a high-performing team with a strong company culture, we’d love to hear from you. Sydney-based role: https://lnkd.in/eVKfcph5 Melbourne-based role: https://lnkd.in/esRcDPJr Visit our careers page at https://lnkd.in/guZ7_N-J to learn more about career opportunities and life at Koda. #KodaCapital #JobOpportunity #JoinOurTeam #CareerGrowth #TeamCulture

In Episode 226 of Inside the Rope, Koda Capital Senior Adviser & Partner David Clark sits down with Michael Traill, Co-Founding Partner of For Purpose Investment Partners, to discuss one of Australia’s most important policy and investment challenges: the future sustainability of the NDIS. Drawing on decades of experience across impact investing, social enterprise and private equity, Michael explores how better capital structures, technology and operational scale could help strengthen the care economy while delivering sustainable financial outcomes. The conversation explores: - The role of large-scale, ethical operators in improving efficiency and quality of care - What the Goodstart Early Learning turnaround can teach investors about long-term ownership - Why service quality and financial performance are often more closely linked than many assume Michael also shares a candid assessment of the structural challenges facing the human services sector and explains why he believes patient, long-dated investment models are better suited to social infrastructure than traditional private equity approaches. For investors interested in impact, infrastructure and public policy, this is a timely and thought-provoking conversation. Listen to the episode: Spotify: https://lnkd.in/gWvs5-_N Apple Podcast: https://lnkd.in/g4T_uir3 #KodaCapital #InsideTheRope #SocialInfrastructure #InvestingInsights #WealthManagement

Australian portfolios remain heavily weighted towards domestic assets, but what opportunities could be unlocked through greater global diversification? Koda Capital Chief Investment Officer Norman Zhang, CFA recently participated in the 5th Annual Private Wealth Australia Forum in Sydney organised by Markets Group, joining the panel discussion "Beyond Low Yields: Fixed Income Outlook and Strategic Role." The session explored the evolving role of fixed income as a source of income, diversification and portfolio resilience. The discussion covered: • The role of fixed income across different market environments • Return expectations in a higher-yield environment • Implications of inflation and interest rates for duration positioning • The importance of active management in a tighter spread environment • The role of government bonds, credit and securitised assets in diversified portfolios Thank you to Markets Group for bringing together leading family offices, wealth managers and investment professionals to discuss the importance of diversification, active portfolio management and identifying opportunities across an increasingly complex global investment landscape. #KodaCapital #MarketsGroup #PrivateWealth #PortfolioConstruction #InvestmentInsights

How much of your investment decision-making on behalf of others is shaped by your own experience? For non-profit trustees, directors and committee members, that's an important question. The experience that earned you a seat at the table is valuable, but it isn't always the right lens through which to make investment decisions on behalf of a non-profit organisation. In this latest paper, Koda Capital Head of Philanthropy & Social Capital and Partner, David Knowles, explores:  - Why past approaches don’t always translate well when it comes to non-profit investing - How to base your approach on the needs and circumstances of the non-profit organisation in question - A practical framework to help committees make decisions that reflect their organisation's mission and purpose There isn't a single formula for good investment governance. But asking whether you're wearing the right hat is a good place to start. Read the full paper on our website https://lnkd.in/gf7m89nY and scroll through the infographic below for the key insights. #KodaCapital #Philanthropy #SocialCapital #InvestmentGovernance #InvestmentCommittee

At The Dea Network Investor Case Study Day event, Koda Capital Head of Responsible and Impact Investments & Partner, Kate Turner, led an interactive workshop challenging participants to move beyond surface-level ESG assessments and actively interrogate portfolios for hidden risks, trade-offs and real-world impact. Through a live investment simulation, attendees explored gender-lens investing, manager accountability, supply chain transparency and active stewardship. Key takeaways: - High ESG ratings don't always tell the full story - Responsible investment requires active portfolio interrogation, not passive acceptance - Hidden operational, governance and supply chain risks can sit beneath strong investment narratives - Investors should hold managers accountable for stewardship, transparency and outcomes At Koda Capital, we believe better investment outcomes come from better questions. That's why we focus on active stewardship, rigorous manager assessment and looking beyond labels to understand what's really driving risk and impact. Thank you to Seri Renkin OAM Lillian Kline Madeline Lucas for the opportunity. We're proud to be an Industry Partner of The Dea Network and to support a community helping more women build confidence, capability and connection on their investing journey. #KodaCapital #DeaNetwork #WomenAndWealth #ResponsibleInvestment #ImpactInvesting #GenderLensInvesting

Australian portfolios remain heavily weighted towards domestic assets, but what opportunities could be unlocked through greater global diversification? Koda Capital Chief Investment Officer Norman Zhang, CFA recently spoke with Courtney McQuade from Markets Group about the role of private markets and the importance of looking beyond the ASX. Norman will be speaking on the Fixed Income panel at the upcoming Markets Group Private Wealth Australia Forum in Sydney on 28 July. We look forward to contributing to the discussion and connecting with industry peers. #KodaCapital #MarketsGroup #WealthManagement #FixedIncome #PrivateMarkets

In Episode 225 of Inside the Rope, Koda Capital Senior Adviser & Partner David Clark, together with Tom Oryl, sits down with Stephen Otter Head of Private Markets Royalties at Partners Group, to explore the growing role of royalties in institutional investing. From music catalogues and pharmaceutical royalties to litigation finance and insurance-linked assets, Stephen explains how these alternative investments generate recurring income and why they've become an increasingly attractive source of portfolio diversification. The conversation explores how investors are thinking about: - How royalty investments generate recurring, uncorrelated income streams - The challenges of valuing assets such as music catalogues and pharmaceutical royalties - The key risks that differentiate royalties from traditional private market investments - Why institutional investors are allocating capital to this growing asset class If you're interested in how royalties fit within a modern investment portfolio, this episode offers a practical look at one of private markets' more unique opportunities. Listen to the episode: Spotify: https://lnkd.in/gGUK2R5F Apple Podcasts: https://lnkd.in/gEWcCD7M #KodaCapital #InsideTheRope #PrivateMarkets #AlternativeInvestments #Royalties #InvestingInsights #WealthManagement