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.
Adrian joined Realm in January 2021 as an Associate Portfolio Manager in Realm’s Corporate credit and bank capital function. He is responsible for the bottom-up credit research and the integration of environmental, social, and governance (ESG) risks into Realm portfolios.
Adrian has over 13 years of experience in credit and fixed income markets across Australia, Asia and Europe. Prior to joining Realm, Adrian was a credit analyst at First Sentier Investors in London and Sydney and has also held credit research positions at S&P Global Ratings and ANZ Bank.
Adrian holds a Master of Economics from the University of New South Wales and a Bachelor of Commerce (Hons) in Economics from the University of Melbourne.
Anthony joined Realm in November 2021 as an Investment Analyst in Realm’s structured credit team. He is responsible for the bottom-up credit research, modelling and monitoring of mortgage backed and asset backed securities in both private and public markets. Prior to joining, Anthony was an investment analyst at Uniting Financial Services covering multi-asset investments and has also held positions at Bloomberg and BT.
Anthony holds a Bachelor of Commerce (Corporate Finance) from the University of Adelaide.
Khoi joined Realm in July 2019 as a Data Analyst and is currently responsible for managing Realm’s data systems and models. He has 4 years of experience working in various data management and analyst roles across investments and market research. He completed a Bachelor of Commerce (Actuarial Studies) degree from the University of Melbourne in 2015.
Sylvester joined Realm in July 2021 as a Junior Data Analyst, providing support to Realm’s structured and corporate credit functions. He is currently also responsible for managing and maintaining the integrity of Realm’s various portfolio databases and data systems.
Sylvester graduated from Deakin University in 2015 with a Bachelor of Commerce, majoring in Finance and Economics. Prior to joining Realm, he has had 4 years of experience within the Financial Planning and Wealth Management sector.
Broc is currently Head of Distribution at Realm Investment House and is responsible for all client relationships and delivery of the distribution & marketing strategy for the group. Having previously worked in distribution at Pengana Capital, he was responsible for Pengana’s distribution in the Southern Region of Australia. He is a well-rounded individual with a strong track record of building strong client relationships.
In addition to his distribution experience, he was previously also a financial adviser. Broc has several industry qualifications, including a Graduate Diploma in Financial Planning, Accredited Derivative Adviser Level 1 and is also a Certified Financial Planner. He also previously took a career break to play AFL at the highest level with Hawthorn and the Brisbane Lions.
Matt joined Realm Investment House in November 2021 as a Business Development Manager responsible for client relationships and the distribution function across NSW, QLD and WA. Matt joined from Bloomberg where he worked in London and Sydney and most recently was responsible for the delivery of their sales strategy across domestic superannuation funds and asset managers. He is highly regarded for his ability to build strong, lasting relationships.
Matt holds a Master of Finance from Bond University.
Aidan supports the overall distribution function at Realm. His responsibilities range from assisting in the management of client relationships, managing the Client Services Function and also the reporting and analysis of the Distribution strategy.
Aidan graduated from The University of Melbourne with a Bachelor of Commerce, majoring in Finance and Accounting.
Bradley joined Realm in 2021 as a part-time Junior Data Analyst. He is concurrently completing a Bachelor of Commerce (Finance, Econometrics) and Mathematics from the University of Melbourne. Bradley is responsible for maintaining various databases and data systems, together with providing research to the distribution team. Prior to joining Realm, Bradley has also represented the Australian U19 National Team and Melbourne City for soccer.
Anthony has over 10 years of experience in banking and finance operations, across both back and middle office functions. Anthony spent several years overseas gaining experience at Santander and a large London based hedge-fund before joining Realm in 2017.
Anthony is responsible for all aspects of Realm’s operations; including day-to-day operational matters of the firm and managing the fund’s third-party relationships. He also plays an integral role in new product development and project management. Anthony holds a Bachelor of Commerce from Deakin University.
Marko joined Realm in November 2021 to assist with growth within Investment Operations. Marko has 12 years of experience across middle office in Custody, Risk including 7 years of start-up to operationalisation across Healthcare and Design/Manufacturing.
Marko graduated from the University of Adelaide with a Bachelor of Commerce with majors in Corporate Finance & Marketing and is accredited in both Project Management and in Agile practice.