Our People
Julia Forrest
Portfolio Manager
Australian Equities
About Julia
With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, Julia has managed our property trust portfolios for over a decade. Before joining the company, she worked for the Attorney General’s Department and on the sell side for 10 years at broking houses now known as Citigroup and Merrill Lynch, where she was a highly rated analyst. Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property and insolvency law.
Australian Equities Team
Crispin Murray
Anthony Moran
Damien Diamant
Brenton Saunders
Graeme Petroni
Jim Taylor
Julia Maksymow
Lee Ma
Lewis Edgley
Patrick Teodorowski
Oliver Renton
Pete Davidson
Rajinder Singh
Sondal Bensan
Elise McKay
Rachel Folder
Jack Gabb
Recent articles by Julia
- Julia Forrest: What’s driving Aussie equities this week
- What’s driving Aussie equities this week
- FAST PODCAST: The investment outlook for Aussie REITs
- FAST PODCAST: Speedy shoppers are buying more but not hanging around for long
- Why self storage could be a good place to stash some cash
- Julia Forrest: Retail and industrial lead the way in A-REIT sector
- Office property opportunities can still be found as work-from-home tensions play out
- Re-landscaping the REIT sector
About Rita
Rita joined Pendal Group (formerly BT Investment Management) in April 2022 as a Quantitative Analyst under the Multi-Asset Investments team. In this role, Rita is responsible for quantitative analysis in relation to asset allocation and research to enhance and grow Pendal’s funds. Rita also assists the I&FI team.
Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.
Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.
Multi Asset Strategies Team
Michael O’Dea
Matt Sherwood
David Hudson
Geoff Ryan
Russell Turner
Rema Elias
Alan Polley
Ken Phang
Rita Bodrina
Investment Analyst
Multi Asset Strategies
Multi Asset Strategies Team
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Michael O’Dea
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Matt Sherwood
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David Hudson
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Geoff Ryan
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Russell Turner
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Rema Elias
- Alan Polley
Rita Bodrina
Ken Phang
Senior Quantitative Analyst
Multi Asset Strategies
Sales Team
Tim North Ash
Peter Lambos
Laurice Considine
Michael Lagudi
Jeremy Dean
Giovanni Rettura
Scott Bradley
Maria Plati
Tiana Jade Stojanovski
Marcus Garabedian
Emalee Vidulin
Dan Moore
Leila Romanos
Brad Street
Tom Loneragan
Head of Listed & Direct
Alyce Mattman
Key Account Manager VIC, SA
Melanie Longmire
Key Account Manager
Sales Team
- Tim North Ash
- Peter Lambos
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Laurice Considine
- Michael Lagudi
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
Tom Loneragan- Tiana Jade Stojanovski
- Marcus Garabedian
- Emalee Vidulin
- Dan Moore
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Leila Romanos
- Brad Street
Maria Plati
Account Associate Private Wealth QLDSales Team
- Tim North Ash
- Peter Lambos
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Laurice Considine
- Michael Lagudi
- Jeremy Dean
- Giovanni Rettura
- Scott Bradley
- Tom Loneragan
- Maria Plati
- Marcus Garabedian
- Emalee Vidulin
- Dan Moore
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Leila Romanos
- Brad Street
