Qualitas has appointed Kathleen Tepana and Belinda White to bolster its brand and distribution capability as the firm plans to expand its offering to a retail investor base via ASX listed markets.
Kathleen Tepana has been appointed Director, Marketing and Direct Sales, joining from Pinnacle Investment Management, where she was responsible for the development and implementation of marketing strategy for the firm’s listed investment vehicles. Prior to that, Ms Tepana held roles in senior marketing and distribution at other alternative fund managers for more than 20 years.
Belinda White joins Qualitas in the role of Director, External Affairs, where she is responsible for increasing the profile of the Qualitas brand, development of content and media strategy. Ms White has 17 years of experience as a communications consultant to financial services firms, working for agencies including Honner, WE Buchan and Weber Shandwick.
Qualitas is a leading investment manager with an established track record in providing real estate debt and equity financing. It has generated strong, risk-adjusted returns by investing in over 100 real estate projects since its inception in 2008.
Andrew Schwartz, Group Managing Director, Qualitas, said, “Qualitas has grown to circa $2 billion in committed funds under management through the support of private and institutional investors both domestic and international. As we move to the next phase of growth, we are excited to create listed products that provide investors with pure exposure to wholesale property credit.
“To do this effectively, we are investing in experienced senior resources who can help us tell the Qualitas story to a new audience. Kathleen Tepana has an outstanding track record in marketing listed investment products, while Belinda White has deep experience in thought leadership and media relations for fund managers. We believe this is a powerful combination of expertise to build our distribution capability.”
Ms Tepana said, “I am very excited to join the Qualitas team as the firm embarks on its next phase of growth. Direct, SMSF investors and advisers will soon have a limited opportunity to access an alternative asset class that has traditionally been only available to institutional and wholesale investors. Qualitas’ consistent track record during the past ten years in alternative assets is likely to be highly attractive to Australian investors and advisers seeking the potential for stable returns and regular income whilst diversifying their portfolios”.
Ms White commented, “Real estate finance is a fast-growing part of the investment landscape, and Qualitas has spent a decade building its credentials as a leader in the space. This a unique opportunity to join a firm that’s on a disciplined growth trajectory but anchored by an impressive leadership team. It’s also a great professional challenge to educate the retail investor market about a globally established asset class that hasn’t had a lot of exposure in Australia.”