Robert is a co-founder and Investment Manager for Realm Investment House. With more than 25 years of market experience, he is well known and regarded in the domestic financial markets. Robert has held senior funds management positions in banks and insurance companies, and has chaired and sat on a number of peak industry committees, task forces and represented Australia internationally in front of regulators.
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.
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.
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.
Aidan supports the distribution function at Realm, where he also manages client services. Aidan is also gaining exposure to the analysts team, where he assists in market research and modelling.
Aidan graduated from The University of Melbourne with a Bachelor of Commerce, majoring in Finance and Accounting.
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.