SPEAKERS

James Gouldson

James Gouldson

Head of Managed Portfolios & Partner

Koda Capital

James has delivered investment solutions for high net worth individuals for over 16 years.

He is responsible for the ongoing management of Koda’s PDS-orientated solution including manager selection, as well the oversight of one of the firm’s direct Australian equity portfolios.  In addition, James works closely with the Chief Investment Officer and Head of Core & Opportunistic Portfolios in the management of the Koda’s suite of private market investments.

Prior to joining Koda Capital, James led Perth-based Redwood Wealth’s investment function as the Head of Investment Management.  In this role he conducted detailed investment analysis on both direct and managed opportunities across a diverse range of asset classes and geographies.  His advice also included asset allocation and other portfolio construction activities.

James holds a Bachelor of Commerce (Corporate Finance & Investment Finance) from the University of Western Australia.  He is a CFA® Charterholder and a member of the CFA Society Australia.