The Team | Marshall Investments

JOHN MARSHALL

Chairman

JOHN MARSHALL

Chairman

John Marshall founded Marshall Investments in 1995. John currently serves as Chairman of Marshall Investments and APG & Co, the home of iconic retail brands Sportscraft, Saba and JAG. John founded Marshall Investments with a vision of creating investment value. Today Marshall Investments is a premium investment company with a dynamic portfolio of risk-weighted investments across multiple asset classes. John is a member of the Young Presidents’ Organization – a global chief executive leadership group spanning 130 countries.

KAREN PENROSE

Deputy Chair

KAREN PENROSE

Deputy Chair

Karen Penrose joined the Marshall Investments Board in December 2013 and assumed the role of a full-time Director in 2014. Karen is also on the Boards of Cochlear, Bank of Queensland, Ramsay Health Care, NSW Waratahs Limited and Waratahs Rugby Limited. Karen’s executive career was in leadership and CFO roles, mainly in financial services. Karen is a CPA, a Fellow of the Australian Institute of Company Directors and a member of Chief Executive Women (CEW).

MICHAEL COOK

Non-Executive Director

MICHAEL COOK

Non-Executive Director

Michael Cook joined the Marshall Investments Board in 2019 and assumed the role of Non-Executive Director. Michael is the Vice Chairman of Global Investment Banking, RBC Capital Markets Australia and serves as a senior ambassador of RBC Capital Markets, working closely with the investment banking team to build relationships with clients in Australia. Michael’s executive career was with Macquarie Group and Bankers Trust. During his time at Macquarie, Michael was appointed Head of Corporate Advisory and Co-Head of Corporate Finance.

DAVID MARSHALL

Managing Director

DAVID MARSHALL

Managing Director

David joined Marshall Investments in 2002 as Managing Director. David is responsible for spearheading and implementing the group’s vision, assessing co-investment opportunities, and supporting a culture of excellence. David has significantly grown the Marshall Investments business in his time doubling the number of investments and expanding the group’s verticals into growth debt and private equity. Prior to his role as Managing Director, David worked across several of the group’s verticals including property management and development as well as business development. David is a member of the Young Presidents’ Organization.

ANDREW MARTIN

Executive Director

ANDREW MARTIN

Executive Director

Andrew joined Marshall Investments in 2004 and is responsible for promoting, monitoring and assessing deal flow in all areas, overseeing the management of the portfolio, financial and risk management for Marshall and related group entities. Prior to Marshall Andrew worked for 17 years in financial services where he held several positions, including being a CFO, in Corporate Treasury, structured finance, and property finance. He worked at several firms including PwC Australia, Lend Lease, Investa Property Group and the Commonwealth Bank of Australia . Andrew is a Chartered Accountant and a member of the Australian Institute of Company Directors.

ANDREW CONDON

General Manager Finance

ANDREW CONDON

General Manager Finance

Andrew joined Marshall Investments in March 2022 as a Financial Controller and is responsible for managing all aspects of the Group’s finance and accounting operations. He began his career with Pricewaterhouse Coopers (PwC) and has held finance roles across listed and unlisted businesses in Australia and the UK. Previous roles include CFO of Mad Mex Franchising Pty Ltd, Group Financial Controller of APG & Co Pty Ltd, and Financial Controller at Currys PLC (UK). Andrew has a Bachelor of Applied Finance and a Bachelor of Economics from Macquarie University, is a Certified Chartered Accountant ('CA') and member of Chartered Accountants Australia and New Zealand.

TIM CAMPBELL

General Manager Property

TIM CAMPBELL

General Manager Property

Tim joined Marshall Investments in 2017 as a Property Portfolio Manager.and is responsible for managing the direct property portfolio, new property developments and family projects. He also provides advice and guidance on the risks and opportunities for the projects in the Property Capital Partners portfolio. Prior to Marshall, Tim was a Director with Currie & Brown, responsible for the management and operations of their NSW business. Tim holds a degree in Construction Management Masters and an MBA and is a member of the Australian Institute of Quantity Surveyors and the Australian Institute of Building.

ANTHONY CAY

Equities Manager

ANTHONY CAY

Equities Manager

Anthony joined Marshall Investments in October 2022 as Equities Manager. Anthony has 23+ years working in equities research and investing, including 7+ years running a $3b large cap equities fund. Almost all that experience was gained working at Perpetual Investments.

MALINKA HARIHARAN

Finance Manager

MALINKA HARIHARAN

Finance Manager

Malinka joined Marshall Investments in May 2024. She is responsible for fund accounting and financial reporting for various investment products. Malinka is a Big Four-trained finance professional, specializes in investment funds, financial reporting, and regulatory compliance with expertise spanning Australia, Bermuda, and Sri Lanka. Malinka holds an Accounting degree and is a Fellow member of ACCA. Prior to joining Marshall Investments, she has led accounting teams and various finance positions at Stockland, Mercer Group, Link Market Services, and BNP Paribas.

SCOTT FRATER

Facilities Manager

SCOTT FRATER

Facilities Manager

Scott joined Marshall Investments in April 2024 as Facilities Manager. Scott oversees the management and maintenance of all of Marshall Investments’ commercial properties, ensuring our buildings remain safe, functional and tenant-ready. Before joining Marshall Investments as Facilities Manager, he gained extensive experience in property and maintenance roles.

ANTHONY PROUD

Investment Manager

ANTHONY PROUD

Investment Manager

Anthony Proud joined Marshall Investments in 2022 as an Investment Manager. Anthony is responsible for originating and managing investments in the Growth Capital business. Prior to Marshall Investments, Anthony was an Associate Director at KPMG with over 10 years’ experience in Transaction Services and Corporate Development. Anthony is a qualified Chartered Accountant.

LIAM DEMAINE

Investment Manager

LIAM DEMAINE

Investment Manager

Liam Demaine joined Marshall Investments in 2021. Liam is responsible for originating and managing investments in the Property Capital Partners business. Liam has over 8 years of real estate experience and prior to Marshall Investments, Liam was responsible for the analysis and reporting of Mirvac’s residential development business. Liam holds a Bachelor of Economics from the University of Sydney.

BEVAN KUNDU

Investment Associate

BEVAN KUNDU

Investment Associate

Bevan Kundu joined Marshall Investments in 2024. Bevan is responsible for the analysis of new opportunities, execution and management of the current Property Capital Partners portfolio. Prior to Marshall Investments, Bevan analysed and executed transactions for a portfolio of Institutional Real Estate clients at National Australia Bank. Bevan holds a Bachelor of Commerce (Finance) from the University of New South Wales.

DANIELA LAGOS

Executive Assistant to Managing Director

DANIELA LAGOS

Executive Assistant to Managing Director

Daniela Lagos joined Marshall Investments in May 2009 as an Executive Assistant. Daniela works directly with the Managing Director David Marshall, providing executive support, anticipating needs whilst managing the day to day workflow and prioritising various projects. Daniela works alongside David to ensure the strategic milestones of the business are met. Prior to Marshall Investments, Daniela was a licensed real estate agent working for a prominent Sydney agency and has a Diploma in Property.

Renata Orlovic

Business Manager & Executive Assistant to Chairman

Renata Orlovic

Business Manager & Executive Assistant to Chairman

Renata Orlovic joined Marshall Investments in 2023 as Business Manager and Executive Assistant supporting the Chairman, John Marshall. Renata coordinates and manages the Chairman’s family investment office and Business interests and assists with decision making to ensure alignment of the company’s strategic goals. Prior to joining Marshall Investments, Renata worked within government and financial markets.

Charlotte Brett

Office Manager & Executive Assistant

Charlotte Brett

Office Manager & Executive Assistant

Charlotte Brett joined Marshall Investments in June 2023 as Office Manager & Executive Assistant. Charlotte works with the Executive Director and Investment Director providing administrative support, whilst managing the operations of the office and team, ensuring the business remains efficient and effective. Additionally, Charlotte maintains and manages the groups Investor Relations, being the first point of contact for any investor enquiries. Prior to Marshall Investments, Charlotte has worked in various administrative roles across Financial Services, Property and Construction industries and has a Diploma in Marketing.

ZARA GRIFFIN

Company Accountant

ZARA GRIFFIN

Company Accountant

Zara Griffin joined Marshall Investments in September 2023 as Company Accountant. Zara attends to the day-to-day record keeping including accounts and payroll for the firm. Prior to Marshall Investments, Zara was working as a tax accountant in the public practice sector for 23 years, before that having been in various administration roles. Zara has a Diploma of Accounting.

DANIELA LAGOS

Executive Assistant to Managing Director

DANIELA LAGOS

Executive Assistant to Managing Director

Renata Orlovic

Business Manager & Executive Assistant to Chairman

Renata Orlovic

Business Manager & Executive Assistant to Chairman

Charlotte Brett

Office Manager & Executive Assistant

Charlotte Brett

Office Manager & Executive Assistant

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