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Catriona Forrester
Private Equity Investor bei
Sun Mountain Capital Advisors, LLC
Profil
Catriona Forrester is a Managing Director at Sun Mountain Capital Advisors, LLC since 2015.
She previously worked as an Investment Analyst at ING Investment Management (Australia) Ltd. She also served as a Strategic Planning Analyst at Dexus from 2013 to 2014 and as an Assistant Portfolio Manager at Heitman International Real Estate Securities Pty Ltd. from 2010 to 2014.
Ms. Forrester holds a graduate degree from Macquarie University (2004), the University of Technology Sydney (2002), Deakin University (2003), and an undergraduate degree from UNSW Knowledge Exchange (2000).
Aktive Positionen von Catriona Forrester
| Unternehmen | Position | Beginn |
|---|---|---|
Sun Mountain Capital Advisors, LLC
 Sun Mountain Capital Advisors, LLC Investment ManagersFinance Sun Mountain Capital Advisors invests in companies located in the United States. The firm focuses on the technology sector. It provides financing in the form of equity and debt for seed, early and growth capital requirements. It acts as a lead investor and makes co-investments. | Private Equity Investor | 01.10.2015 |
Ehemalige bekannte Positionen von Catriona Forrester
| Unternehmen | Position | Ende |
|---|---|---|
| DEXUS | Private-Equity-Analyst | 01.05.2014 |
Heitman International Real Estate Securities Pty Ltd.
 Heitman International Real Estate Securities Pty Ltd. Investment ManagersFinance HIRES provides investment advice and investment management services with respect to investments in equity, convertible and debt instruments of publicly traded real estate related companies, including real estate investment trusts (REITs), REIT-like entities and real estate operating companies (REOCs). The firm seeks those investments will outperform established benchmarks by purchasing securities of companies with superior growth prospects or securities that it deems undervalued. HIRES generally evaluates securities using an intermediate to long-term investment horizon, which is dictated by the nature of the underlying real estate assets. | Portfolio Manager-Aktien | 01.01.2014 |
ING Investment Management (Australia) Ltd.
 ING Investment Management (Australia) Ltd. Investment ManagersFinance INGIM-AU is a long-term investment manager which believes that within a market the performances of each asset class are linked to the progression of the economic cycle. They aim to take advantage of asset class trends through active portfolio management. The firm invests in Australian and global equity, real estate-related securities, fixed-income and cash. Their multi-sector and global equity funds have actively managed exposure to foreign currency. Their in-house research informs investment decisions and is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. INGIM-AU's investment process starts with a mid-term macroeconomic view which determines asset allocation. Equity investments follow a growth-oriented approach and proceed from a bottom-up stock selection process focused on earnings momentum. Fixed-income investments follow a top-down approach focused on relative value to the market and the evolution of the economic cycle. | Analyst-Equity | - |
Ausbildung von Catriona Forrester
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
91
Beziehungen ersten Grades
8
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
ING Investment Management (Australia) Ltd.
ING Investment Management (Australia) Ltd. Investment ManagersFinance INGIM-AU is a long-term investment manager which believes that within a market the performances of each asset class are linked to the progression of the economic cycle. They aim to take advantage of asset class trends through active portfolio management. The firm invests in Australian and global equity, real estate-related securities, fixed-income and cash. Their multi-sector and global equity funds have actively managed exposure to foreign currency. Their in-house research informs investment decisions and is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. INGIM-AU's investment process starts with a mid-term macroeconomic view which determines asset allocation. Equity investments follow a growth-oriented approach and proceed from a bottom-up stock selection process focused on earnings momentum. Fixed-income investments follow a top-down approach focused on relative value to the market and the evolution of the economic cycle. | Finance |
Macquarie University
 Macquarie University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Technology Sydney
 University of Technology Sydney Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deakin University
 Deakin University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sun Mountain Capital Advisors, LLC
Sun Mountain Capital Advisors, LLC Investment ManagersFinance Sun Mountain Capital Advisors invests in companies located in the United States. The firm focuses on the technology sector. It provides financing in the form of equity and debt for seed, early and growth capital requirements. It acts as a lead investor and makes co-investments. | Finance |
Dexus
 Dexus Real Estate Investment TrustsFinance Operates as a property investment company specializes in office and industrial assets | Finance |
Heitman International Real Estate Securities Pty Ltd.
Heitman International Real Estate Securities Pty Ltd. Investment ManagersFinance HIRES provides investment advice and investment management services with respect to investments in equity, convertible and debt instruments of publicly traded real estate related companies, including real estate investment trusts (REITs), REIT-like entities and real estate operating companies (REOCs). The firm seeks those investments will outperform established benchmarks by purchasing securities of companies with superior growth prospects or securities that it deems undervalued. HIRES generally evaluates securities using an intermediate to long-term investment horizon, which is dictated by the nature of the underlying real estate assets. | Finance |
UNSW Knowledge Exchange
 UNSW Knowledge Exchange Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
