Conscious Investment Management is a specialist impact investment asset manager, headquartered in Melbourne. The investment team is made of a unique mix of professionals with not-for-profit and finance experience – a team purpose built for impact.
The investment team identifies, originates and invests in opportunities that are financial returns focused, but which offer additional social and environmental outcomes, with a focus on key sectors including:
The Manager’s model is unique, beginning all investments by working with expert Impact Partners to understand people and society’s needs. The Manager then focuses on using finance experience and capital to structure, design and invest into assets that will create a better and more sustainable future.
The Fund’s investment philosophy is that assets that have fundamental social value are highly defensive and can therefore generate outsized risk-adjusted returns, over time.
The investment process has been developed and applied over time and incorporates best-practice governance principles that the investment team implements in its investment activities.
The Manager begins by working with specialised Impact Partners (often charities or social enterprises) to understand people and society’s needs. The Fund then brings finance experience and investment capital to structure, design and invest in assets that address social and environmental challenges.
Each step in the investment process involves thorough evaluation of the investment rationale, risks and economic and social impact of an investment, summarised in the table below.
The team’s investment experience is focused on investment sourcing, structuring, management and oversight. As an independent and employee-owned firm, the team is highly committed to the organisation, its clients and vision.
Matthew founded Conscious Investment Management and as Chief Investment Officer, he is responsible for identifying and executing new investment and divestment opportunities that meet the mandate of the Fund. Prior to this, Matthew was the former head of investments at Light Warrior Group, one of Melbourne’s largest family offices. In this role, Matthew originated, led investment diligence and executed a number of global investments across property, equity, fixed income and venture capital.
Matthew developed Light Warrior’s impact investment mandate, building relationships globally in the space and leading investment activities. Matthew conceived the idea of The Impact Fund in response to a lack of available impact investment product.
Matthew has 12 years experience across portfolio management, impact investing, deal sourcing and structuring, mergers and acquisitions, capital markets and law. He begun his career in the investment banking division of Goldman Sachs, and holds a Bachelor of Laws (Honours) / Bachelor of Commerce (Finance) from The University of Melbourne.
Matthew founded Conscious Investment Management and as Chief Investment Officer, he is responsible for identifying and executing new investment and divestment opportunities that meet the mandate of the Fund. Prior to this, Matthew was the former head of investments at Light Warrior Group, one of Melbourne’s largest family offices. In this role, Matthew originated, led investment diligence and executed a number of global investments across property, equity, fixed income and venture capital.
Matthew developed Light Warrior’s impact investment mandate, building relationships globally in the space and leading investment activities. Matthew conceived the idea of The Impact Fund in response to a lack of available impact investment product.
Matthew has 12 years experience across portfolio management, impact investing, deal sourcing and structuring, mergers and acquisitions, capital markets and law. He begun his career in the investment banking division of Goldman Sachs, and holds a Bachelor of Laws (Honours) / Bachelor of Commerce (Finance) from The University of Melbourne.
Alex is focused on investment strategy, execution and management within the mandate of the Fund. Alex has spent his career working in real assets investment and structuring, having spent time with Macquarie Infrastructure and Real Assets (MIRA), and corporate advisory with Goldman Sachs. Alex developed a deep understanding of real assets during his time at MIRA where he was focused on sustainable agricultural investment at institutional scale across both Australia and Brazil. During his tenure at MIRA he was directly involved in setting up several funds and SMAs with different investment strategies for various global institutions.
Alex has also co-founded a technology business, called Yoinki, which delivers innovation and better outcomes to the not-for-profit sector. It has partnered with many of the largest charities and not-for-profit institutions in Australia.
Alex holds Bachelors of Engineering (Hons) and Commerce from The University of Melbourne.
Alex is focused on investment strategy, execution and management within the mandate of the Fund. Alex has spent his career working in real assets investment and structuring, having spent time with Macquarie Infrastructure and Real Assets (MIRA), and corporate advisory with Goldman Sachs. Alex developed a deep understanding of real assets during his time at MIRA where he was focused on sustainable agricultural investment at institutional scale across both Australia and Brazil. During his tenure at MIRA he was directly involved in setting up several funds and SMAs with different investment strategies for various global institutions.
Alex has also co-founded a technology business, called Yoinki, which delivers innovation and better outcomes to the not-for-profit sector. It has partnered with many of the largest charities and not-for-profit institutions in Australia.
Alex holds Bachelors of Engineering (Hons) and Commerce from The University of Melbourne.
Casey is focused on the origination, execution and management of our investments.
Prior to joining CIM, Casey worked at Social Ventures Australia developing social impact bonds and managing impact investing funds. Prior to SVA, Casey worked in Deal Advisory at KPMG.
Casey is focused on the origination, execution and management of our investments.
Prior to joining CIM, Casey worked at Social Ventures Australia developing social impact bonds and managing impact investing funds. Prior to SVA, Casey worked in Deal Advisory at KPMG.
Tenielle is focused on the legal and compliance work for our investments.
Prior to joining CIM, Tenielle worked at Brookfield Asset Management as a transactional and corporate lawyer in their Infrastructure and Technology groups.
Tenielle is focused on the legal and compliance work for our investments.
Prior to joining CIM, Tenielle worked at Brookfield Asset Management as a transactional and corporate lawyer in their Infrastructure and Technology groups.
Iain is focused on investment structuring, origination, execution and management of our investments.
Iain previously worked at the Clean Energy Finance Corporation and John Laing where he was responsible for originating and executing investments with a primary focus on social infrastructure and investment facilitating the energy transition.
Iain is focused on investment structuring, origination, execution and management of our investments.
Iain previously worked at the Clean Energy Finance Corporation and John Laing where he was responsible for originating and executing investments with a primary focus on social infrastructure and investment facilitating the energy transition.
Ed is focused on investment diligence and execution. Previously worked at Kirwood Capital, a Melbourne based investment fund, alongside management roles at a number of charitable foundations.
Ed is focused on investment diligence and execution. Previously worked at Kirwood Capital, a Melbourne based investment fund, alongside management roles at a number of charitable foundations.
Maddy is focused on investment due diligence and execution. Maddy previously worked at Flagstaff Partners, a Melbourne based boutique investment bank.
Maddy is focused on investment due diligence and execution. Maddy previously worked at Flagstaff Partners, a Melbourne based boutique investment bank.
As the founder and CEO of Light Warrior Group, a Melbourne based family office, Adam makes investment decisions across several asset classes and geographies. He also has directorship and senior advisory positions across a number of portfolio companies.
Prior to founding Light Warrior Group, Adam lead the Consumer, Retail and Healthcare investment banking team of Goldman Sachs in Australia and New Zealand. He has 19 years experience across portfolio management, growth equity investing, deal sourcing and structuring, mergers and acquisitions, corporate strategy, capital markets execution, and is a qualified Chartered Accountant. Adam holds a Bachelor of Commerce from The University of Melbourne.
As the founder and CEO of Light Warrior Group, a Melbourne based family office, Adam makes investment decisions across several asset classes and geographies. He also has directorship and senior advisory positions across a number of portfolio companies.
Prior to founding Light Warrior Group, Adam lead the Consumer, Retail and Healthcare investment banking team of Goldman Sachs in Australia and New Zealand. He has 19 years experience across portfolio management, growth equity investing, deal sourcing and structuring, mergers and acquisitions, corporate strategy, capital markets execution, and is a qualified Chartered Accountant. Adam holds a Bachelor of Commerce from The University of Melbourne.
Giselle was the former Chief Investment Officer at Escala Partners (2013 – 2019) and JBWere (2007 –2013).
Giselle was the former Chief Investment Officer at Escala Partners (2013 – 2019) and JBWere (2007 –2013).
Kate is a Partner at Affirmative Investment Management, one of the world’s leading global social bond investors. Prior to this role, Kate was co-head of Asia Pacific Institutional Sales, Goldman Sachs Asset Management, previously working globally with both Goldman Sachs and PWC in various roles. Kate is also an independent director of Netwealth.
Kate is a Partner at Affirmative Investment Management, one of the world’s leading global social bond investors. Prior to this role, Kate was co-head of Asia Pacific Institutional Sales, Goldman Sachs Asset Management, previously working globally with both Goldman Sachs and PWC in various roles. Kate is also an independent director of Netwealth.
Formerly the Chief Financial Officer and Chief Risk Officer of JBWere and Goldman Sachs, Paul also chaired various investment, risk and underwriting committees across Australasia (between 1992 and 2012). Paul was also an Advisory Director to and member of the Asian Commitments Committee (equity and debt raisings) of Goldman Sachs from 2013-2016.
He is a member of the Goldman Sachs superannuation fund board of trustees and of the Investment Committee for Caulfield Grammar School. Paul holds a Bachelors Degree in Economics (Honours) from Monash University and is a fellow of the Institute of Chartered Accountants.
Formerly the Chief Financial Officer and Chief Risk Officer of JBWere and Goldman Sachs, Paul also chaired various investment, risk and underwriting committees across Australasia (between 1992 and 2012). Paul was also an Advisory Director to and member of the Asian Commitments Committee (equity and debt raisings) of Goldman Sachs from 2013-2016.
He is a member of the Goldman Sachs superannuation fund board of trustees and of the Investment Committee for Caulfield Grammar School. Paul holds a Bachelors Degree in Economics (Honours) from Monash University and is a fellow of the Institute of Chartered Accountants.
Richard has had a significant career in the banking sector, including 25 years with Macquarie Group as an Executive Director in the investment banking group, providing strategic and financial advice to many of the leading companies in Australia. He has also demonstrated a strong commitment to the philanthropic sector, in particular as Chair and Deputy Chair of the Song Room, the national arts education organisation since 2003, in addition to his roles as Chair of the Fundraising Committee, a member of the Finance and Risk Committee and on the Government and Stakeholder Relations Committee. Accordingly, Richard has developed a broad range of like-minded and strategic relationships in the philanthropic, government, social policy and investment sectors.
Richard has also pursued numerous strategic business initiatives in infrastructure, digital technology, health care, agriculture and social impact investment, amongst others. In particular, Richard was instrumental in the development of a world award-winning digital social enterprise business, Arts Live, now accessed by most schools in Australia as part of their music and arts curriculum. Richard holds a Civil Engineering Degree and MBA, both from The University of Melbourne.
Richard has had a significant career in the banking sector, including 25 years with Macquarie Group as an Executive Director in the investment banking group, providing strategic and financial advice to many of the leading companies in Australia. He has also demonstrated a strong commitment to the philanthropic sector, in particular as Chair and Deputy Chair of the Song Room, the national arts education organisation since 2003, in addition to his roles as Chair of the Fundraising Committee, a member of the Finance and Risk Committee and on the Government and Stakeholder Relations Committee. Accordingly, Richard has developed a broad range of like-minded and strategic relationships in the philanthropic, government, social policy and investment sectors.
Richard has also pursued numerous strategic business initiatives in infrastructure, digital technology, health care, agriculture and social impact investment, amongst others. In particular, Richard was instrumental in the development of a world award-winning digital social enterprise business, Arts Live, now accessed by most schools in Australia as part of their music and arts curriculum. Richard holds a Civil Engineering Degree and MBA, both from The University of Melbourne.
This information is issued by MARQ Private Funds Pty Ltd ACN 604 351 591 (Trustee), as the trustee of Conscious Investment Management Impact Fund (Fund) established under trust deed dated 12 April 2019. The Trustee has appointed Conscious Investment Management Pty Ltd ACN 630 131 476 (Investment Manager) as the investment manager of the Fund. The Investment Manager is an authorised representative (number 1275316) of the Trustee, holder of AFS licence number 473984.
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