Kane Baranow will be hosting Andrew Papageorgiou and Ken Liow from Realm Investment House, in our next Fund Manager Series webinar. The pair will discuss their funds and the business they represent.

The webinar will be held on the 20th of May at 4pm, to register please click here.

Andrew Papageorgiou – Founder, Head of Bank Capital & Corporate Credit

Over the last 20 years Andrew has gained considerable direct investment experience in dealing in domestic and international equity markets, derivatives, direct infrastructure (equity, debt & structuring), real estate (equity & debt) and private equity (equity, debt and structuring) as well as the domestic hybrid and convertible bond market. Andrew’s direct experience in the family office sector also saw him act in a direct advisory capacity to some of Australia’s wealthiest families. Andrew heads the Corporate Credit and Bank Capital function within Realm, and is responsible for the firm’s Relative Value process. 

Ken Liow – Partner, Head of Strategy & Risk

Ken joined Realm in 2013 and has over 26 years of investment industry experience. He is an adviser to investment organisations whose investment focus spans equity and debt asset classes. His clients include financial organisations which are fund managers, asset-owners and an institutional investment consultant. Ken has previously held responsibilities as Chief Investment Officer of domestic equities at BlackRock. He led a team which built the Australian quantitative equity business from inception and served variously as Chair of the Risk Management Committee and member of the Executive Committee. Prior to BlackRock, Ken was Head of Investment Research at Mercer. At Realm Investment House, Ken serves as Chair of the Strategy and Risk Committee. He is also a member of the Australian Accounting Standards Board.

Hamilton Wealth hosted Alan McFarlane from Dundas Global Investors again for our Fund Manager Series webinar for April.

The webinar was held on the 28th of April.

Alan McFarlane

Following a two year spell working in local government, Alan’s investment career began in 1980 in the Edinburgh office of ICFC, a UK private equity group. In 1982 he joined Ivory & Sime plc, an Edinburgh based firm, initially to manage global technology stock funds before moving to its UK equity team. In 1993 he moved to London to run GAM’s institutional business. In 2001 he returned to Edinburgh to become CEO of Walter Scott & Partners Ltd, leading the firm before and after its acquisition by BNY Mellon in 2006. He left at the end of 2009. He is the former Chair of the endowment fund of the University of Edinburgh and holds a degree in Politics and Modern History from the same institution.

Will Hamilton hosted Kaajal Prasad, Clive Bird and Briana Kotzapavlidis in our latest Thought Leader Series webinar.

The trio discussed the topic of “Succession of ownership and the next generation (structuring and governance)”.

The Webinar was held on Wednesday 7th of April.

Kaajal Prasad – Director (Accredited Family Business Adviser) – KPMG 

Kaajal has specialised in providing consulting services to multi-generational family-owned groups for over 12 years, with a particular focus on succession planning, governance, strategic planning, transition of leadership and intergenerational wealth transfer.

A core part of Kaajal’s focus when working with family groups is to establish the appropriate forums and structures to enable succession, transition and education, often adding discipline to the family group’s core set of passion, purpose, legacy and wealth.

Kaajal fills the role of independent adviser on many family boards, and also advises and chairs other family forums, such as family councils.

Kaajal also works with both active and passive family wealth and works with clients across a number of industries in Australia and overseas.

In addition to the work she does with her clients, Kaajal is also a member of KPMG’s Global Private Clients and Family Office leadership group and contributes to the development of KPMG’s frameworks and consultancy practices for family businesses and family offices.

Clive Bird – Tax Partner – KPMG

Clive is a Tax Partner in KPMG Enterprise with over 25 years’ experience in providing tax consulting and tax compliance services to midmarket and corporate clients. His experience is in income tax, capital gains tax, international tax, tax structuring and managing ATO audits across a broad range of industries.

Clive has extensive experience in working with Private Equity groups in relation to acquisitions, in providing tax services to acquired entities post transaction and in managing the tax affairs of private equity groups themselves.

Briana Kotzapavlidis – Partner – Hargreaves Family Lawyers

Briana Kotzapavlidis prides herself on being a diligent, intuitive and commercially minded family lawyer. She maintains a firm focus on achieving an early and agreed settlement for her clients, whenever possible. Briana seeks to empower her clients with the tools and information they need, to make informed decisions for their future and works with her clients to plan their best next steps. Whilst separation can come at a devastating personal cost, it also provides a unique opportunity for each of Briana’s clients to reassess and re-set their personal and financial goals.

Briana is sensitive to the need to balance her warm and empathetic approach, with providing clear, firm and direct advice to guide her clients in navigating a range of highly personal and individual challenges. She is well attuned to the needs of her clients and confidently supports each client in maintaining an objective, productive and child focussed approach in seeking to achieve an outcome that meets the best interests of their children.

Briana has practised family law exclusively for the past 15 years and she continues to call upon her breadth of legal experience from her early years in general practice, including commercial, litigation, property and estates.  She has a special interest in child support and in 2007, received an Australia Day Medallion in recognition of her outstanding professional contribution and work in the child support field. Briana has represented the Attorney-General’s Department and the Deputy Commissioner of Taxation in complex family law cases. In her current practise, Briana acts in all aspects of family law matters, including complex property and financial cases and parenting matters, including those concerning international child abduction.

In 2018, Briana was named a finalist for the Special Counsel category at the Women in Law Awards and this year, Briana has been recognised as a Recommended Family Lawyer by the Doyles Guide.  

Contact Briana Kotzapavlidis by email on briana@hargreavesfl.com.au or call 03 9957 4200

Hamilton Wealth Partners hosted Beeneet Kothari, the CEO of Tekne Capital all the way from New York.

The webinar was held on Wednesday the 17th of March, to view a recording of the webinar please contact your adviser.

Beeneet Kothari

Prior to founding Tekne, Beeneet Kothari was a Managing Director and Portfolio Manager at PointState Capital, a multi-billion dollar global macro investment firm. Before joining PointState at launch in January 2011, Mr. Kothari was a Managing Director and Portfolio Manager at Duquesne Capital Management, a thirty-year old investment firm founded by Stanley F. Druckenmiller. At Duquesne, Mr. Kothari managed a global technology, media and telecom portfolio and helped manage the fund’s overall technology exposure. He joined Duquesne as an analyst in September 2005 and became Managing Director four years later in 2009. Prior to joining Duquesne, Mr. Kothari worked at Morgan Stanley as an investment banking analyst after graduating from the University of Pennsylvania in 2004. He graduated from the University of Pennsylvania’s joint-degree program in Management and Technology with dual degrees from Wharton and Engineering, and also earned a Master’s in Biotechnology, in four years. He graduated with honors including the prestigious Dean’s Award for excellence from Wharton, awarded to the top student in each graduating class. Mr. Kothari lives in New York City with his wife and two children.