IPIF Management, August 2020 – Fund Manager Series

Hamilton Wealth Partners  hosted Nicole Connolly (CEO & Founder) and Jonathon van Rooyen (CIO) from IPIF Management for our August Fund Manager series Webinar.

To view the webinar please see the video above or to listen on Spotify please click below.

About IPIF 

Australia’s essential infrastructure assets – telecom, airports, toll roads, electrical grids and water plants – have a long history of delivering reliable returns. Yet many investors have had to forego the category thanks to lofty buy-ins and exclusive dealings. At IPIF, we didn’t think that was fair. So we put together unlisted infrastructure funds that Australian wholesale investors can actually get in to.

Founded in 2015, IPIF (Infrastructure Partners Investment Fund) currently manages nearly $200 million in investments. We have extensive experience in infrastructure, investment strategy, manager selection, and portfolio construction. We are independently owned and hold investments in the Funds ourselves. In a world filled with intangible concepts, IPIF’s funds are made up of real, concrete assets that play an essential role in our everyday lives.

Nicole Connolly, Founder & CEO

Summary:
More than 20-years of experience in the superannuation and funds management industry. Prior to establishing IPIF, Nicole was Director of Alternative Assets at Russell Investments, publishing a report on the history of unlisted infrastructure investment in Australia, and Head of Alternative Investments at Telstra Super, one of Australia’s largest corporate superannuation funds. Nicole has extensive experience in the design, implementation and management of the infrastructure asset class for institutional investors in Australia.

Portfolio Management:
 Portfolio Manager for IPIF Core
 Head of Alternative Investments for Telstra Super’s unlisted investment portfolio
 Member of the Model Portfolio Committee (MPC) at Russell Investments. The MPC determined Strategic Asset Allocation for Russell’s Consulting Clients

Investment & Asset Management:
 Investment management across a number of alternative investments including private equity, infrastructure and hedge funds
 Extensive manager due diligence, selection and ongoing review of UTA, GDIF, ADIT and TIF

Strategy & Market Development:
 Establishment of IPIF and IPIF Core
 Director of Alternative Assets at Russell advising on strategic asset allocation, manager and strategy research
 Development and implementation of Telstra’s listed and unlisted infrastructure investment program

Jonathan van Rooyen, CIO

Summary:
Over 20-years of experience in infrastructure investment sector. Prior to joining IPIF, Jonathan was former Portfolio Manager of a $2.5 billion unlisted infrastructure fund with assets in Australia and the UK. Prior to this, Jonathan was an Executive Director at Hastings Funds Management for approximately 10-years, performing a variety of roles including transactions, asset management and strategy development. Jonathan also spent 10-years at KPMG Corporate Finance during which time he played a key role in establishing KPMG’s Global Infrastructure Valuations division culminating in his appointment to the KPMG Partnership in 2007.

Portfolio Management:
 Portfolio Manager for $2.5 billion Infrastructure Fund
 Portfolio Manager for the Korean Government’s National Pension Service Corporate Partnership Fund (US$200 million)

Investment & Asset Management:
 Acquisition of stakes in Perth Airport, North Queensland Airports, NSW land registry business and Envirogen
 Director on Queensland Airports Limited
 Director on M5 and M4 Toll roads in Sydney
 Director on Envirogen Power Generation

Strategy & Market Development:
 Strategic Review of The Infrastructure Fund
 Development and implementation of Hastings’ Asia market-entry strategy
 Establishment of Hastings Korea office and deep relationships with Korean pension funds and LPs