Rob is a founding Partner of Barwon with responsibility for Barwon’s property investment business. Rob has over 35 years of experience in funds management and financial services. Rob previously worked at AMP Ltd for a total of 21 years in senior investment management roles including Head of Property and Portfolio Manager for both listed and unlisted property funds.

Rob was the Director of Property for AMP Capital and Henderson Global Investors, with responsibility for $11 billion of property portfolios, covering investing in Australia, New Zealand and Asia. Rob also worked as a portfolio manager for property securities in AMP’s Equities Division. Rob is currently a Non-Executive Director of Ingenia Communities Group (ASX: INA).

Sam is a founding partner of Barwon and leads Barwon’s Global Strategies business including the Barwon Global Listed Private Equity Strategy, Barwon’s Portfolio Capital Access Solutions Strategy, and direct private equity co-investment and secondaries strategies. Sam has been involved in alternative investments since 1990.  Prior to founding Barwon, Sam was a founding partner at Quay Partners and before that he was Head of Alternatives at Macquarie where he worked for over 10 years.

Sam graduated with a Bachelor of Commerce (Hons), University of Melbourne and with an MBA from Columbia University, New York.

Peter is a Partner of Barwon and is Co-Head of Property. Since joining Barwon in 2007, he has been instrumental in establishing and managing Barwon’s healthcare property and real estate credit investment activities, which have grown to over $2.5 billion in AUM since inception. Peter specialises in executing transactions, developing new funds and managing Barwon’s back office. He has over 30 years’ experience in funds management, investment banking and as a barrister and solicitor.

Tom is Head of Healthcare Property, and a Partner and Director of Barwon. Tom has ultimate responsibility for the Barwon Healthcare Property Fund, the Barwon Institutional Healthcare Property Fund and the Barwon Disability Accommodation Fund totaling in excess of $2.4bn of AUM. Tom has over 20 years’ experience in property funds management, advisory and banking in both the healthcare and direct commercial property in both domestic and international markets.

MSc Real Estate Management and Development (UK) Grad. Dip. Property, B. Comm., Grad. AICD

Jonathon is the Head of Real Estate Credit at Barwon. Jonathon works in partnership with developers and banks to provide dynamic and tailored capital solutions suited to the project. Jonathon is also responsible for the strategic direction and management of the property finance team.

Jonathon has been actively involved in property development finance since 2012. In that time, Jonathon has worked with a variety of developers, advisors and capital arrangers. In 2015, as the head of east coast operations for a multi-family investment house, Jonathon successfully led the company’s expansion into the New South Wales, Victoria, and Queensland markets. Jonathon began his career in Perth working in funds management and corporate advisory for listed and private mining and resources companies.

Jonathon is an active and committed advocate of the property finance sector and has held committee positions with both the Property Council of Australia and the Urban Development Institute of Australia.

Tom is Head of Healthcare Property, and a Partner and Director of Barwon. Tom has ultimate responsibility for the Barwon Healthcare Property Fund, the Barwon Institutional Healthcare Property Fund and the Barwon Disability Accommodation Fund totaling in excess of $2.4bn of AUM. Tom has over 20 years’ experience in property funds management, advisory and banking in both the healthcare and direct commercial property in both domestic and international markets.

MSc Real Estate Management and Development (UK) Grad. Dip. Property, B. Comm., Grad. AICD

Sri is a Portfolio Manager at Barwon Investment Partners focused on the management of the Barwon Institutional Healthcare Property Fund which comprises a high quality, diversified portfolio of healthcare properties including hospitals, private specialist facilities, day surgeries & medical centres and ancillary healthcare assets.

Srimathi has over 15 years of real estate funds management experience with specific expertise in fund strategy, portfolio management, and transaction execution. At Barwon, Sri has successfully driven the acquisition of significant investments of over $1 bn, fostering long-term partnerships and ensuring sustainable value creation for investors.

Sri holds a Bachelor of Commerce, is a member of the Institute of Chartered Accountants of India and a CFA Level 3 candidate.

Sophie is a Portfolio Manager at Barwon, focused on management of the Barwon Healthcare Property Fund. Sophie has over 9 years of real estate investment experience in addition to prior investment banking and legal experience. Prior to joining Barwon in 2021, Sophie worked as an Investment Director for Centuria Healthcare, responsible for the sourcing and execution of healthcare transactions. Sophie also has investment banking experience with Credit Suisse and legal experience with National Australia Bank. Sophie is an admitted lawyer to the Supreme Court of Queensland.

Joss leads the Barwon Disability Accommodation Fund (BDAF) as Portfolio Manager, driving the strategic growth and performance of a diversified portfolio of Specialist Disability Accommodation properties. With a proven track record spanning over 15 years, Joss brings deep expertise in real estate design, development, acquisitions and asset management across diverse real estate sectors. His breadth of knowledge, passion for the sector and thought leadership ensures the delivery of essential housing solutions for individuals with extreme functional impairment or requiring very high levels of support.

Joss’s financial acumen is underpinned by a Master of Applied Finance from Macquarie University, complementing his Bachelor of Civil Engineering and Bachelor of Commerce (Economics) from the University of Sydney.

Shirley is an Investment Manager supporting Barwon’s property team with a focus on investment analysis, due diligence and valuations. Prior to joining Barwon, Shirley has worked across asset management, investment management and corporate finance, advising clients and being directly involved in a number of mid-market transactions.

Shirley’s property experience includes roles held at Morgan Stanley, KPMG and a boutique property developer and asset manager. Shirley holds a Bachelor of Commerce (Finance) and Bachelor of Laws from the University of Sydney. Shirley is admitted as a solicitor to the Supreme Court of New South Wales.

Josh is the Investment Manager for Barwon’s Healthcare Property Fund, with a focus on transactions, investment analysis, due diligence and valuations.

Prior to joining Barwon, Josh worked as a commercial property valuer specialising in the healthcare and retirement living property sectors and has further experience in the wider property industry, having worked as a Quantity Surveyor for New Zealand’s largest construction company. Josh holds a Bachelor of Commerce (Finance) from the University of Otago (New Zealand), Bachelor of Construction (Construction Economics), from the Unitec Institute of Technology (New Zealand) and a Graduate Diploma in Property Valuation from the University of Melbourne. Josh is a Chartered Surveyor with the Royal Institute of Chartered Surveyors (RICS).

James is an Investment Analyst supporting Barwon’s property team with a focus on investment analysis, due diligence and Fund reporting. Prior to joining Barwon, James held a role as a solicitor at Norton Rose Fulbright working across real estate, banking & finance and financial restructuring & insolvency teams.

James holds a Bachelor of Science (Advanced Mathematics) majoring in financial mathematics and statistics and Bachelor of Laws from the University of Sydney. James is admitted as a solicitor to the Supreme Court of New South Wales. James has also successfully passed the Level I CFA examination.

Zac is a Senior Asset Manager at Barwon. Zac leads the Asset Management team’s Project Leasing and Major Developments across Barwon’s healthcare property portfolios. He provides strategic asset and tenant management, healthcare portfolio leasing management, due diligence and project management.

Zac has over 14 years in real estate and funds management experience across multiple sectors including healthcare, commercial, industrial, retail and residential.

Zachary Wu is an Investment Manager at Barwon focused on investment analysis, due diligence and valuations. Prior to joining Barwon in 2020, Zachary worked as an Asset and Investment Manager for Rockworth Capital Partners for five years, where he managed a diverse portfolio of retail and office properties across Australia.

Zachary holds a Bachelor of Finance from the South China University of Technology (SCUT) and a Master of Professional Accounting (Extension) from the University of New South Wales (UNSW).

James is an Asset Manager at Barwon, contributing to the healthcare property team in the strategic asset management of their healthcare assets. Prior to joining Barwon, James held roles in Australia and the United Kingdom as a solicitor at Norton Rose Fulbright and DLA Piper. More recently, James worked for JLL as the Commercial Manager responsible for One International Towers, Barangaroo, focusing on financial performance and building management.

James is admitted as a lawyer of the Supreme Court of NSW and High Court of Australia and holds a NSW property certificate of registration.

Stephen is an Asset Manager in Barwon’s strategic Asset Management team. Prior to joining Barwon, Stephen worked for KPMG in the Financial Services Audit Division specialising in Real Estate clients. Stephen holds a Bachelor of Commerce majoring in Accounting and Finance from the University of Western Australia and is a Chartered Accountant.

Chris is an Asset Manager at Barwon focusing on strategic asset management, investment analysis, project management and reporting. Chris has over 8 years of experience in real estate focusing on asset management and strategic analysis of real estate throughout Australia and over 13 years of experience in financial markets.

Patrick is an Asset Manager at Barwon, focused on strategic asset management, investment analysis, occupancy strategy and project management services across Barwon’s healthcare property funds.

Prior to joining Barwon, Patrick was an Associate Director within Deloitte’s national real estate advisory team. Patrick specialised in representing and advising large public and private sector clients to deliver strategic real estate assignments, corporate real estate strategies and major infrastructure projects nationally.

Patrick holds a Master of Property Development degree from the University of Technology, and is a Licenced Real Estate Agent (LREA) in New South Wales.

Jasmine is an Assistant Asset Manager at Barwon, contributing to the healthcare property team in the strategic asset management of their healthcare assets. Prior to joining Barwon, Jasmine held roles at Cushman & Wakefield and Knight Frank as a Property Manager and Lease Administrator. Jasmine has experience managing properties across various asset classes including healthcare, A grade office, industrial and retail.

Amy is an Assistant Asset Manager at Barwon, contributing to the healthcare property team in the strategic asset management of their healthcare assets. Prior to joining Barwon, Amy held roles at Knight Frank as a Property Manager and Hale Capital partners as an Assistant Asset Manager. Amy has experience managing properties across various asset classes including industrial, commercial office and retail.

Dylan is an Assistant Asset Manager at Barwon, contributing to the healthcare property team in the strategic management of their healthcare assets.

Prior to joining Barwon, Dylan worked as an Investment Analyst at PGIM Private Capital, specialising in institutional private credit across a broad market portfolio. He has also held roles across infrastructure corporate finance and healthcare private equity at Keolis Downer and Evolution Healthcare, respectively.

Dylan holds a Bachelor of Economics (Advanced Studies) majoring in Economics and Finance from the University of Sydney. Dylan is currently working towards both the CFI FMVA designation and CFA Charter.

Edward is an Assistant Asset Manager at Barwon, contributing to the healthcare property team in the strategic management of their healthcare assets.

Prior to joining Barwon, Edward worked in the asset management industry in London for five years. More recently, Edward helped support the work of the Private Markets Committee at the Investment Association, in which he was responsible for researching opportunities and challenges within the real estate industry.

Edward has a degree in Economics from the University of Birmingham (UK) and has completed his CFA exams.

Edward is an Assistant Asset Manager at Barwon, contributing to the healthcare property team in the strategic asset management of their healthcare assets.

Prior to joining Barwon, Edward was a Corporate Finance Analyst at the accounting firm Findex. Within this role, he worked in Debt Advisory and M&A mid-market transactions, working closely with sophisticated investors and predominately private businesses.

Edward has earned a degree in Commerce and Arts from the Australian National University with majors in Finance and International Relations.

Erica joined Barwon in November 2022 as a member of the Healthcare Property team and was promoted to Office Manager in 2024. With a strong background in business administration and customer experience, she previously spent two years in an e-commerce company, where she was responsible for key communications with wholesale clients and handled various operational tasks.

Before her role in e-commerce, Erica gained valuable financial and legal experience during her eight years at banks overseas, followed by five years working as an associate in a private legal office.

Erica holds a Bachelor of Laws (B.Laws) from the University of Sorocaba (UNISO) in Brazil, as well as a Graduate Diploma in Personal Professional Coaching & Mentoring from SBCoaching in Brazil

Peter is a Partner of Barwon and is Co-Head of Property. Since joining Barwon in 2007, he has been instrumental in establishing and managing Barwon’s healthcare property and real estate credit investment activities, which have grown to over $2.5 billion in AUM since inception. Peter specialises in executing transactions, developing new funds and managing Barwon’s back office. He has over 30 years’ experience in funds management, investment banking and as a barrister and solicitor.

Jonathon is the Head of Real Estate Credit at Barwon. Jonathon works in partnership with developers and banks to provide dynamic and tailored capital solutions suited to the project. Jonathon is also responsible for the strategic direction and management of the property finance team.

Jonathon has been actively involved in property development finance since 2012. In that time, Jonathon has worked with a variety of developers, advisors and capital arrangers. In 2015, as the head of east coast operations for a multi-family investment house, Jonathon successfully led the company’s expansion into the New South Wales, Victoria, and Queensland markets. Jonathon began his career in Perth working in funds management and corporate advisory for listed and private mining and resources companies.

Jonathon is an active and committed advocate of the property finance sector and has held committee positions with both the Property Council of Australia and the Urban Development Institute of Australia.

Andrew is an Investment Manager within the Real Estate Credit team at Barwon. Andrew is responsible for the origination, structuring, execution, and management of property finance transactions.

Andrew has worked on a diverse range of transactions across Australia. Prior to joining Barwon, Andrew worked with Jonathon Pullin at a multi-family investment house with a focus on property.

Prior to this, Andrew worked at Macquarie Bank in their Banking and Financial Services division.

Andrew graduated with a Masters of International Economics and Finance from the University of Queensland.

Taylah is an Investment Analyst supporting Barwon’s Real Estate Credit Team with a focus on investment analysis, due diligence, Fund reporting and market research.

Prior to joining Barwon in 2021, Taylah worked as a valuer for National Australia Bank, primarily focusing on the residential sector.  Prior to National Australia Bank, she worked for a New Zealand property development group where her role included due diligence on investment opportunities, facilitating transactions, and overseeing project deliverables.

Taylah holds a Masters in Property and Development from the University of New South Wales as well as a Bachelor of Commerce (Finance) and a Bachelor of Business (Global Business and Strategy) from Bond University.

Tony is an Investment Analyst in Barwon’s Real Estate Credit Team focusing on conducting investment analysis and due diligence for investments across all of the real estate credit funds as well as fund reporting, management and research.

Prior to joining Barwon, Tony was an Associate Manager and delegated lending authority within Macquarie’s banking and financial services’ credit division. Tony specialised in residential property lending and his exposure led to him overseeing the onboarding and development of over 30 analysts and credit managers within Macquarie’s credit team. Prior to this, Tony held a sales role at mortgage broking firm Lendi.

Tony holds a Bachelor of Economics from the University of Sydney (Major in Economics and Minor in Econometrics).

Angus is an Investment Analyst in the Real Estate Credit team at Barwon. In this role, Angus is responsible for analysing potential property finance investments, monitoring existing investments, and preparing investor materials.

Prior to joining Barwon, Angus was an analyst in the Global Corporate & Investment Banking Credit team at Bank of America in Sydney. Angus specialised in the financial analysis and modelling of leveraged finance transactions, and the monitoring of existing corporate clients. Previously, Angus has also held credit analyst roles with MUFG Bank and Macquarie Bank.

Angus holds a Bachelor of Commerce (Liberal Studies) majoring in Finance and Economics and is a CFA Charterholder.

James is a Portfolio Manager within the Private Equity team.

James’ responsibilities include investment analysis, market research, stock selection and portfolio construction for Barwon’s global listed private equity strategy.

James also constructs Australian feeder funds into top-tier offshore private capital strategies, enabling Barwon’s wholesale clients to access otherwise difficult to access institutional strategies.

In addition to his private equity responsibilities, James leads Barwon’s institutional business development activities.

Prior to joining Barwon in 2018, James was a portfolio manager at Walsh & Co Asset Management where he managed an ASX listed Asian equities multi-manager fund and an ASX listed global emerging markets equities multi-manager fund. Prior to joining Walsh & Co, James was a sell-side research analyst at Winterflood Securities, covering the listed investment companies sector in London. James covered investment companies across a wide variety of asset classes, with a particular focus on property, infrastructure and listed private equity.

Bob is a Portfolio Manager within the Private Equity team. Bob’s responsibilities include investment analysis, market research, stock selection and portfolio construction for the listed Private Equity Funds. Bob joined Barwon as an investment analyst in 2009 from IBM.

Lisa is a Portfolio Manager within the Private Equity team, where she focuses on listed private debt funds. Lisa’s responsibilities include investment analysis, market research and stock selection in the listed private equity and listed private debt strategies. She is also responsible for portfolio construction of the Barwon Global High Income Fund. Prior to joining Barwon in 2013, Lisa was a Senior Investment Analyst at a funds management firm in London focussed on student accommodation and residential real estate.

Lisa holds a Bachelor of Science (Economics and Finance) from University College Dublin and a Master of Science (Risk Management and Financial Engineering) from Imperial College Business School, London.

Sargunn is an Investment Analyst in the Private Equity team at Barwon and is responsible for investment analysis and market research of stocks under his coverage.

Prior to joining Barwon he worked as a consultant at Factset where he was responsible for managing accounts for different buy-side investors. He graduated from a Bachelors of Applied Finance and Bachelors of Economics with a HD GPA and was the recipient of the university medal from 2017-2020.

Evan is Head of Finance at Barwon and is focused on managing all aspects of property fund and corporate accounting at Barwon. Prior to joining Barwon Evan was a Finance Manager at Charter Hall, responsible for financial, tax and management reporting for an unlisted commercial office fund.

Evan has over ten years accounting experience in both listed and unlisted property funds.

Josh is an accomplished financial professional with over 15 years’ experience in funds management, real estate investment, and financial strategy. As Financial Controller at Barwon Investment Partners, he oversees the finance and treasury functions of Barwon’s healthcare real estate, specialist disability accommodation and private credit strategies

His expertise spans M&A, financial reporting, risk management, and capital structure optimization.

Previously, he held roles at Park Hotels & Resorts (PK.NYSE) and Hilton Hotels Corporation (HLT.NYSE), where he contributed to $750 million in asset transactions, supported global financial reporting, and assisted in large-scale corporate restructures.

Josh holds a Graduate Diploma of Chartered Accounting (CAANZ), and a Bachelor of Commerce from Macquarie University. He is passionate about driving financial efficiency and delivering strategic value to stakeholders

Kym joined Barwon in February 2008 and is the Head of Fund Operations, responsible for the operational management of Barwon’s investment administration and registry services.

Kym is a member of the Barwon Risk and Compliance Committee. Prior to joining Barwon, Kym worked at QED Capital, Jenkins Investment Management and was at AMP for 15 years in various funds management, administration and operational roles in Superannuation & Risk, Personal Investments & Life Insurance.

Sally is our Registry Manager responsible for the registry administration of the Barwon funds. Prior to joining Barwon in 2020, Sally spent 12 years at UBS Investment Bank. As Transition Manager she was responsible for onboarding new funds and co-ordinating connectivity between UBS trading systems, client and third party platforms. She has also held various administration roles across investment banking and property sectors in Sydney and London.

Lenara is a Compliance, Risk & Sustainability Manager at Barwon. Lenara has diverse experience across wealth management and strong knowledge of financial products and markets having spent over 10 years in the financial services sector, most recently in compliance management roles.

In her role with Barwon, Lenara is focused on the management of the compliance and risk functions as well as the development and integration of ESG into Barwon’s objectives, strategies and investment processes. Lenara is a member of Barwon’s Risk and Compliance Committee and chairs Barwon’s ESG Committee.

Lenara’s qualifications include Master of Economics, Master of Applied Finance, Graduate Certificate in Financial Planning, Bachelor of Economics (Honours) as well as other industry and professional certifications.

April Umali is a Fund Accountant responsible for providing property fund accounting services to Barwon’s management team. Prior to joining Barwon, April worked at various financial services firms holding several positions relating to fund custody and administration.

April holds a Bachelor of Science from the University of the Cordilleras and is a member of  the Certified Public Accountants in the Philippines.

Leanne joined Barwon in April 2022 as Fund Administrator in Registry. Leanne is responsible for assisting in registry administration of the Barwon Funds.

Prior to joining Barwon Leanne was at RBC Investor & Treasury Services for 16 years in Operations.

In Operations Leanne was responsible for providing services to RBCs Platform Clients.

Belinda joined Barwon in March 2024 as Fund Administrator.

Belinda is responsible for assisting in registry administration of the Barwon Funds.

Prior to joining Barwon, Belinda had been a librarian for over 15 years and brings to the team a sound background in customer engagement and service delivery.

Karah joined Barwon’s Finance Team in 2021 as our Accounts Receivable and Payable Officer to assist with the rapid growth of the company.

Prior to joining Barwon, Karah spent 5 years in the construction industry, responsible for various accounting aspects of commercial projects throughout NSW.

Clara joined Barwon’s Finance team in 2023 as their Accounts Officer. She is responsible for all accounts payable and receivable as well as other administrative tasks. Clara’s previous experience includes working in Finance within various industries and prior to that, she owned restaurants in Canada for 12 years.

Rob is a founding Partner of Barwon with responsibility for Barwon’s property investment business. Rob has over 35 years of experience in funds management and financial services. Rob previously worked at AMP Ltd for a total of 21 years in senior investment management roles including Head of Property and Portfolio Manager for both listed and unlisted property funds.

Rob was the Director of Property for AMP Capital and Henderson Global Investors, with responsibility for $11 billion of property portfolios, covering investing in Australia, New Zealand and Asia. Rob also worked as a portfolio manager for property securities in AMP’s Equities Division. Rob is currently a Non-Executive Director of Ingenia Communities Group (ASX: INA).

Brett leads the wholesale distribution team at Barwon and works closely with wholesale wealth groups, family offices and HNW investors across Barwon’s suite of alternative investment solutions, namely Real Estate Credit, Healthcare Property and Private Equity.

Brett has been in the financial services industry for over 18 years, gaining valuable experience through various roles in funds management, wealth management, venture capital and banking in Australia and the UK. Brett holds a Bachelor of Commerce (Finance) and a Cert IV in Financial Services.

To discuss the range of investment solutions available at Barwon, please call Brett on 0426 698 911 or email [email protected]

Kate is a Partner of Barwon and an investment manager within the Private Equity team. Her responsibilities include listed private equity research, business development and client relations.

Prior to joining Barwon in 2009, Kate was the co-founder of a US online accommodation booking start-up and in 1995 established a New York based marketing/communications company whose clients included a number of Australian companies with US operations.

Prior to her work in the USA, Kate had seven years of experience as an equities analyst for Prudential Bache Securities (Melbourne and New York) and ANZ Investment Bank (Melbourne).

Johnny works closely with wholesale wealth groups, asset consultants and family offices across Barwon’s suite of alternative investment solutions, namely Real Estate Credit, Healthcare Property and Private Equity.

Johnny has been in the financial services industry for over 9 years, gaining valuable experience through various roles in funds management in Australia. Johnny holds a Masters in Applied Finance (Investment Analysis) and a Bachelor of Economics (Economics & Management) and is RG146 accredited. Johnny is looking to commence the Chartered Alternative Investment Analyst (CAIA) accreditation in 2026.

To discuss the range of investment solutions available at Barwon, please call Johnny on 0468 744 328 or email [email protected]

Mekala is a Marketing & Communications Associate in the BDM & Marketing team at Barwon.

Prior to joining Barwon, Mekala worked in Marketing, Communications, and Change Management at Macquarie Group, PwC, and First Sentier Investors. Mekala began her career in the not-for-profit sector at the United Nations High Commission for Refugees, but has since spent the majority of her career in the Financial Services sector.

Mekala has a Bachelor of International and Global Studies from the University of Sydney, one year of which was earned from Ludwig Maximillian University in Munich.

Tim joined Barwon’s Risk & Compliance Committee and Property Valuation Committee in March 2020. Tim has had a focus for the last 25 years on risk management in financial services, both as a practitioner and as a consultant. Most recently Tim was Chief Risk Officer for CBA’s International Financial Services division, based in Hong Kong with oversight of banking and insurance businesses in China, Vietnam, South Africa and Indonesia.

He was lead partner for Deloitte Australia’s financial services risk advisory practice for 4 years and was Head of Business Risk and Credit Strategy for Westpac’s Institutional Bank for 3 years. Earlier he was with Macquarie Group for 16 years acting as an advisor on risk to Macquarie’s corporate and government clients and as a Division Director in Macquarie’s Risk Management Group.

Rick joined Barwon’s Investment Advisory Committee in October 2011. Rick is Executive Chairman of wealth manager, Verity Private Asset Management and Managing Director of Verity Capital Management Limited,an investment advisory firm he founded in 2000. He is a member of the advisory board of Zurich-based alternatives specialist, LGT Capital Partners.

Rick founded Verity Capital in 2005. Rick was CEO of Superannuation Funds Management Corporation of South Australia (Funds SA) from 2000-2005 and CEO of the South Australian Government Financing Authority from 1994-2000.

In recent years, Rick has also been a director of ASX-listed diversified financial services company, IOOF Holdings Limited, and Chairman of Barclays Global Investors’ Australian compliance committee.

Ray joined Barwon’s Investment Advisory Committee in August 2015. Ray is currently Managing Director of Sovereign Investment Research, a firm he founded in 2000. His role includes providing specialist investment advice and consulting to institutional investors and investment managers.

Ray has worked this industry for more than 25 years commencing with Towers Perrin in 1990 where he was Manager, Asset Consulting. In 1994 he joined Industry Fund Services (IFS). Ray was responsible for the development of its asset consulting (now Frontier Advisers) and funds management (Industry Funds Management) businesses. He was also a Partner of Mercer heading their Global Alternatives Boutique in APAC from 2012 to 2015.

Ray is today recognised as a leading adviser on alternative assets in Australia, having worked with a vast number of superannuation funds since 1990 to establish some of the largest investment programs in Australia.

He began his career at BHP in 1974 and previous work experience included being Chief Economist for a major public authority. Ray is a director of VFMC. He was made a Life Member of the Australian Chapter of IMCA in 2012, which he founded in 2000.

Roger has provided compliance consulting services to Barwon and been a member of the Barwon’s Risk & Compliance Committee since September 2009. Roger is principal of Business Operations and Compliance Solutions (BOCS) which has been operating for over 17 years. BOCS specialises in providing financial services compliance solutions to investment managers, credit managers and high net worth advisers. He has over 30 years investment research, funds management, financial planning, business operations and legal and compliance experience. Prior to BOCS he set-up a funds management business and was director of operations.