Barwon’s experienced team comprises the five partners and is supported by a highly qualified team of investment professionals with expertise to manage global equity portfolios, healthcare property portfolios, credit and financial analysis, origination, risk management, and legal and fund administration.
Assistant Asset Manager
James holds a Bachelor of Arts from the University of Sydney, and Bachelor of Laws from the University of Technology, Sydney (UTS). 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.
Business Development Assistant
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.
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.
B.Com (Hons.) University of Melbourne
Independent Member of Risk & Compliance Committee and Property Valuation Committee
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.
B. Comm. UWA, Securities Institute of Australia Grad Diploma, GAICD
B.Bus Edith Cowan University
Head of Compliance and Fund Operations
Head of Finance
Evan has over ten years accounting experience in both listed and unlisted property funds.
Bachelor of Commerce (Finance and Accounting) (University of Sydney)
Prior to joining the Property Finance team in 2020, Oliver was working as an analyst in Barwon’s Healthcare Property team where he aided in investment analysis, valuation analysis, strategic asset management and investor relations.
B. Sc (Immunobiology) and Grad. Dip. Infection & Immunity (University of Sydney)
M. Fin (University of Technology, Sydney)
Andrew previously worked within a multi-family private investment house specialising in property development finance where he also assumed an analyst role. Prior to this, Andrew worked at Macquarie Bank as a SMA trader.
Masters of International Economics and Finance (University of Queensland), Level 2 CFA.
Co-Head of Property, Partner
Peter has a wide range of investment experience, working predominantly with emerging companies in both the private and public markets. Prior to joining Barwon, he worked in corporate advisory at Patersons Securities. Prior to Patersons Securities, Peter was an Investment Manager at Macquarie Bank in their technology venture capital fund, which made seed investments in companies such as Seek and LookSmart. Peter commenced his career as a barrister and solicitor in commercial litigation.
B. Laws (Uni WA), MBA (AGSM-UNSW)
Head of Property Finance, Partner
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.
To discuss a funding solution for your current or future project please call Jonathon on 0404 307 554 or email Jonathon.firstname.lastname@example.org
B. Comm., Property and Finance (Curtin)
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.
B.Comm. (Finance) and LLB. (University of Sydney)
Assistant Asset Manager
Sarah has over 6 years’ experience in real estate and funds management sectors, including investor relations, asset management and corporate recovery. Prior to joining Barwon, Sarah worked for AXA Investment Managers and also previously worked in London, for a real estate firm. Sarah successfully passed the RICS accreditation in 2015.
B. Sc Real Estate (Hons), University of Reading (UK)
Brendan has over ten and a half years’ of experience in finance spanning funds management, corporate finance and restructuring. During his career in funds management Brendan’s primary focus has been healthcare real estate, including commercial and financial management, modelling and treasury and financing functions. Prior to working in funds management Brendan worked in chartered accounting firms where his focus was transactions and distressed situations.
Brendan has a bachelor of business from Queensland University of Technology, is a member of the Institute of Chartered Accountants Australia & New Zealand and is a Chartered Financial Analyst.
B Bus (Banking & Finance), QUT, CA, CFA
Senior Asset Manager
Zac has over 8 years in real estate experience across multiple sectors including commercial, retail and residential. Prior to joining Barwon, Zac worked as an Asset Manager for Rockworth Australia, from 2015 to 2017, and founded a real estate business immediately following his graduation from university.
B. Comm. (Accounting & Real Estate) Griffith University
Josh 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 Certified Practising Valuer with the Australian Property Institute and a RICS Chartered Surveyor.
BCom (University of Otago – NZ), BConst. (Unitec Institute of Technology – NZ), Grad. Dip. Property (Melb. Uni) AAPI Certified Practicing Valuer, MRICS
Mitch’s previous experience has seen him gain exposure within the legal profession, in addition to funds management and real estate development, financing and construction.
B.Laws (Hons) and B.Comm. (UOW), CFA (Level 1 Candidate)
Prior to joining Barwon in 2016, Srimathi worked as an Associate with CBRE Global Investment Partners, Singapore from 2013 to 2015 where her role included due diligence on investment opportunities, regular re-forecasting of these investments and managing and monitoring the performance of clients’ investment portfolios across the Asia Pacific Region.
Chartered Accountant (India) CFA (Level 2)
Head of Healthcare Property, Partner
Tom completed a Master’s thesis in Australian healthcare real estate.
MSc Real Estate Management and Development (Heriot-Watt University -UK) Grad. Dip. Property, B. Comm., Grad. AICD, RICS candidate
Co-Head of Property, Partner
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).
Town and Regional Planning (Hons – Melb Uni), M. Comm. (Melb Uni), GM Program (Harvard)
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.
BSc Economics and Finance (University College Dublin) MSc Risk Management and Financial Engineering – Imperial College Business School, London.
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).
B. Comm. (Melb Uni)
James’ responsibilities include investment analysis, market research, stock selection and portfolio construction for the funds of global listed private equity. 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.
B.Bus (UTS), CA
B.Laws and B.Comm. (UNSW) CFA
Head of Private Equity, Partner
Sam Armstrong has been involved in alternative investments since 1990. Prior to Barwon, Sam was the Joint Managing Partner of Quay Partners, a specialist private equity fund-of-funds business founded in 2000. Quay Partners was the first independent private equity fund of funds and secondaries specialist in Australia. Before forming Quay Partners, Sam was Head of Alternatives at Macquarie where he worked for over 10 years. Sam developed an alternatives investment strategy at Macquarie that included investments across a wide range of asset classes including Australian private equity, international private equity, infrastructure and opportunistic property.
B. Comm. (Hons-Melb Uni), MBA (Columbia Uni, NY)