...

Realm Team

Proudly Australian owned, investing on behalf of Australian investors, into both Australian and International companies. An absolute return focused team focused on delivering client outcomes.

Senior Leadership

Andrew Papageorgiou​

Head of Bank Capital & Corporate Credit, Managing Partner

Robert Camilleri

Head of Structured Credit, Partner

Ken Liow

Head of Strategy & Risk, Partner

Broc McCauley

Head of Distribution, Partner

REALM INVESTMENT TEAM

Matthew Sleight

Portfolio Manager

Myron Ithayaraj

Portfolio Manager

Theodore Calligeris

Portfolio Manager

Adrian Chow

Portfolio Manager

Andrew Jones

Associate Portfolio Manager

Anthony Choi

Associate Portfolio Manager

Anthony Cormack

Associate Portfolio Manager

Thomas Kapellos

Associate Portfolio Manager

Ivan Bagang

Investment Analyst

Angus Tighe

Investment Analyst

Sylvester Lay

Analyst

Khoi Nguyen

Analyst – Strategy & Risk

Cindy Doan

Junior Data Analyst

Gavin Mohan

Junior Data Analyst

REALM DISTRIBUTION

Broc McCauley

Head of Distribution, Partner

Matthew Blair

Senior Distribution Manager
NSW/QLD

John Hawkins

Distribution Manager
VIC/SA

Finbarr Warren​

Distribution Analyst
NSW/TAS/WA

Rhys Kostopoulos

Client Services

REALM Operations

Anthony Allen

Operations Manager

Lee Chassogias

Investment Operations Analyst

Douglas McIntyre

Investment Operations Analyst

Van Dang

Investment Operations Analyst

Chris Pezzano

Investment Operations Analyst

Andrew Papageorgiou​

Head of Bank Capital & Corporate Credit, Managing Partner

Over the last 25 years Andrew has gained considerable direct investment experience in dealing in domestic and international equity markets, derivatives, direct infrastructure (equity, debt & structuring), real estate (equity & debt) and private equity (equity, debt and structuring) as well as the domestic hybrid and convertible bond market. Andrew’s direct experience in the family office sector also saw him act in a direct advisory capacity to some of Australia’s wealthiest families. Andrew heads the Corporate Credit and Bank Capital function within Realm, and is responsible for the firm’s Relative Value process.

Robert Camilleri

Head of Structured Credit, Partner

Robert is the Chairman, Co-founder and Head of Structured Credit for Realm Investment House. With more than 28 years of market experience, he is well known and regarded in domestic financial markets.

Robert has held senior funds management positions in banks and insurance companies. He has chaired and sat on a number of peak industry committees, including the Australian Securitisation Forum for 14 years, global task forces, advised government and represented Australia internationally in front of regulators.

He is a Fellow of the ASF and Finsia.

Ken Liow

Head of Strategy & Risk, Partner

Ken joined Realm in 2013 and has over 30 years of investment industry experience.  Ken was previously a Managing Director at BlackRock where he served variously at Chief Investment Officer of Domestic Equities, Head of Investment Strategy of Scientific Active Equity, Chair of Risk Management Committee and member of the Executive Committee.  He led the team which built the Australian quantitative equity business from inception.  Prior to BlackRock, Ken was Head of Investment Research at Mercer.  He has advised several investment institutions. 

At Realm Investment House, Ken is Head of Strategy & Risk where he is responsible for the assessment of the macro environment, determining its implications, and ensuring that portfolio risk levels and composition are appropriate.

Broc McCauley

Head of Distribution, Partner

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.

Matthew Sleight

Portfolio Manager

Matthew joined Realm in July 2022 as a Portfolio Manager in the Structured Credit team.

He is responsible for building coverage of global asset classes and developing new products under the Realm umbrella. He is also involved in the continual review and enhancement of Realm’s quantitative tools to assist our investment processes.

Before joining Realm, Matthew has worked in international fixed income markets for 26 years, most recently for 9 years as a portfolio manager in AMP Capital’s Fixed Income team, investing in international public infrastructure bonds and domestic securitisations. Prior to AMP, Matthew was based in London working as a portfolio manager for MBIA Asset Management for 8 years, managing global securitised product.

Matthew graduated with a PhD in Physics from the University of Bristol.

Myron Ithayaraj

Portfolio Manager

Myron graduated with honours in Mechanical Engineering and Aerospace and went on to complete his Masters in Engineering Management from the University of Melbourne. He brings with him over 7 years of professional engineering experience, which has seen him work on robotic processes, automation and deep stochastic mathematical modelling. Myron has been with Realm since January 2017 and is responsible for production of Realm’s quantitative modelling. He is also tasked with the presentation of output for the risk committee while also acting as an associate to the corporate and bank capital function. Myron is also a member of the AASB User Advisory Committee.

Theodore Calligeris

Portfolio Manager

Theodore is a Portfolio Manager in Realm’s structured credit function, and is responsible for originations, analysis, modelling and monitoring of mortgage backed and asset backed securities in both private warehousing and public markets.

Theodore has consulted to government bodies and regulators, and lectures for the Australian Securitisation Forum. Theo graduated from the University of Wollongong with a double degree in Mining Engineering and Commerce (Finance).

Adrian Chow

Portfolio Manager

Adrian joined Realm in January 2021 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 15 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.

Andrew Jones

Associate Portfolio Manager

Andrew joined Realm in March 2022 as a Senior Credit Analyst within Realm’s Corporate Credit and Bank Capital function.  He is responsible for bottom-up credit research across a wide variety of issuers.

Prior to joining Realm, Andrew worked for National Australia Bank for close to 12 years across three roles, his last as a credit analyst with Markets’ Credit Research unit which interfaced broadly with the Australian fixed income investor community.  Before this, Andrew also worked as a senior analyst within the bank’s Finance and Strategy division which considered capital allocation and returns within the institutional business’s traded and banking books.

Anthony Choi

Associate Portfolio Manager

Anthony joined Realm in January 2022 as an Investment Analyst in Realm’s Corporate Credit and Bank Capital team. He is responsible for providing research on Banks, Insurance, Consumer, and TMT, along with integration execution of relative value (RV) ideas for Realm portfolios.

Anthony was previously an equities research analyst at Jarden focusing on Australian Diversified Financials, Banks and Economics. Prior to this, Anthony was a buy-side Credit Analyst covering Global Banks, Diversified Financials, Structured Credit, and Consumer at AMP Capital where he was responsible for formulating trade ideas across the credit capital stack.

Anthony holds a Bachelor of Economics from the University of New South Wales (Accounting, Financial Economics). During his time at university, Anthony was a full-time analyst at Deloitte where he advised on private client M&A’s and IPO’s.

Anthony Cormack

Associate Portfolio Manager

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.

Thomas Kapellos

Associate Portfolio Manager

Thomas joined Realm in March 2024 as an Investment Analyst in Realm’s global structured credit function. He is responsible for originations, analysis, modelling, and monitoring of collateralised loan obligations in both private warehousing and public markets.

Prior to joining Realm, Thomas worked in alternative investment markets for over a decade, most recently leading the alternative investment function in CBA’s Private Bank. Before CBA, Thomas worked in Perpetual’s multi-manager investment team, primarily responsible for private credit and structured credit portfolios.

Thomas holds a Masters in Financial Analysis from the University of New South Wales and a Bachelor of Business (Economics and Finance) from the University of Western Sydney. Thomas is also a Chartered Alternative Investment Analyst (CAIA) and a Certified Investment Management Analyst® (CIMA®).

Ivan Bagang

Investment Analyst

Ivan joined Realm in February 2024 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 Realm, Ivan was a Quantitative Analyst for the Treasury Team at Shift, an Australian SME lender.

Ivan holds a Bachelor of Mathematics and Finance degree from University Technology Sydney.

Angus Tighe

Investment Analyst

Angus is an Investment Analyst in Realm’s Corporate Credit and Bank Capital team. He is responsible for bottom-up credit research across a variety of domestic issuers.

Angus joined Realm in December 2021. He graduated from Monash University with a Bachelor of Commerce and Master of Finance.

Sylvester Lay

Analyst

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.

Khoi Nguyen

Analyst – Strategy & Risk

Khoi joined Realm in July 2019 as a Data Analyst and is currently responsible for managing Realm’s data systems and models. He has 7 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.

Cindy Doan

Junior Data Analyst

Cindy joined Realm in June 2023 as a Junior Data Analyst. She is responsible for overseeing and upholding the reliability of Realm’s diverse portfolio of databases and data systems, ensuring their effective management.

Prior to joining Realm, she was a Business Analyst for a large Australian retailer and holds 4 years of experience in various roles within their eCommerce team.

Cindy holds a Bachelor of Information Technology from RMIT University.

Gavin Mohan

Junior Data Analyst

Gavin joined Realm in October of 2024 as a Junior Data Analyst. He is currently responsible for the maintenance and innovation of Realm’s data systems to further support data acquisition.

Gavin graduated with a double degree in Commerce and Business Analytics where he majored in Economics and developed his coding techniques. Prior to joining Realm, Gavin gained experience for a year as a Business Consultant in Financial Advisory.

Matthew Blair

Senior Distribution Manager - NSW/QLD

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.

John Hawkins

Business Development Manager - VIC/SA

John joined Realm Investment House in July 2024 as a Business Development Manager, responsible for client relationships and the distribution function across VIC and SA. Before joining Realm, John worked at MA Financial Group (formerly Moelis), overseeing distribution for their retail and wholesale alternative strategies in Victoria. Prior to MA, John held various roles at Macquarie Group, including positions in distribution and product management. He is highly regarded for his ability to build strong, lasting relationships.

John graduated from the University of Plymouth with a Bachelor’s degree in International Relations with Economics.

Finbarr Warren

Business Development Analyst - NSW/TAS/WA

Finbarr joined Realm Investment House in January 2024 as a Business Development Analyst responsible for supporting client relationships and the distribution function across NSW, TAS and WA. Finbarr joined from Westpac Private Bank – Sydney, delivering a proactive strategy to grow wealth for HNW and UHNW individuals in Australia. He is well regarded as a person that takes a client-oriented approach.

Finbarr graduated from The University of Technology Sydney with a Bachelor of Business, majoring in Finance and Business Law

Rhys Kostopoulos

Client Services

Rhys joined Realm in August 2023 and is currently working in the distribution function as a client services representative. Rhys has recently completed his studies at Deakin University, studying a Bachelor of Commerce majoring in Finance and Marketing.

Anthony Allen

Project Management

Anthony has over 13 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.

Lee Chassogias

Investment Operations Analyst

Lee joined Realm in March 2024, as part of the Operations team, where he is responsible for day-to-day operations. 

He recently completed a Bachelor of Commerce at Deakin University, with a major in Finance.

Douglas McIntyre

Investment Operations Analyst

Douglas joined Realm in May 2024 as part of the Operations team.

Prior to joining Realm, Douglas worked as a Treasury Analyst with Latitude Financial, responsible for cashflow management, day to day operations of trusts and ALCO reporting. Before this he held various roles with La Trobe Financial, MLC and NAB.

Douglas holds a Bachelor of Commerce From Swinburne University majoring in Finance.

Van Dang

Investment Operations Analyst

Van joined the Operations team at Realm in July 2024.

Prior to joining Realm, Van worked as an Associate with NAB Private Wealth Operations and JBWere Client Services.

Van has experience in asset management across different asset classes.

Van holds a Bachelor’s degree from Ton Duc Thang University in Vietnam, where she majored in Business – Chinese.

Chris Pezzano

Investment Operations Analyst

Chris joined Realm in October 2024 as a member of the Operations team.

Before joining Realm, he worked at a financial services firm, where he supported a team of Financial Advisors in their daily operations.

He has recently completed a Bachelor of Banking and Finance at Monash University