Mr Lyons is the CEO of a public company and is extremely time poor so has delegated the management of his investments to Cape Horn to invest in a globally diversified portfolio across various asset classes. Cape Horn is a regular host of roundtable lunches, dinners and zoom calls with its global network of fund managers, CEOs, founders and entrepreneurs. Mr Lyons has benefited from the chance to meet other talented entrepreneurs and hear directly from experts in their field.

Mr Sabzpouri is the CEO and Founder of a listed public company with a significant shareholding. He is selling down his holding over 5 years and Cape Horn will manage his reserve of cash in much less volatile/risky investments. This will be done using Cape Horn’s expertise in fixed income by building a portfolio which will yield 7% through a combination of hybrid securities, private and corporate debt.

Ms Stratton is the founder of a tech firm with annual revenue of $10m. She was looking for corporate advice and expansion capital ($11m) and a secondary sell down ($5m). Cape Horn Capital’s Corporate Advisory team advised on the transaction and Cape Horn Capital raised the funds from pre-IPO Fund managers and UHNW clients. Ms Stratton deposited the sell-down cash with Cape Horn and started an investment relationship. Her firm will look to IPO in 24 months for a $200m+ valuation and Ms Stratton will use Cape Horn Capital’s philanthropic and asset allocation advisory services.

Mr Cheng is the CIO of a family office based in Sydney with assets of $750m and an expertise in property investments. Consequently, the family office has a large holding in property, and they were looking to access other asset classes. Cape Horn Capital sourced successful emerging managers investing in various asset classes where the family office seeded the manager in return for a stake in the management company.

Mr Kennedy was the founder of a private mining company which he sold to a publicly listed company. This resulted in a large liquidity event for Mr Kennedy. He deposited funds into Cape Horn’s CMA wirh ANZ. Cape Horrn’s Fixed Income team constructed two portfolios for Mr Kennedy. The first, accounting for future tax liabilities and the second to provide an income stream with capital upside.

Mr Mandela is the CIO of an Australian University Endowment Fund which has a 40% allocation to Fixed Income as it relies on a regular income stream with capital upside. He awarded the Fixed Income mandate to Cape Horn, allowing them to manage the portfolio whilst adhering to agreed parameters.

Mrs Thatcher is the CIO of a large Family Office which has a noticable exposure to alternative assets. Due to the nature of these Private Equity & Venture Capital investments, outstanding capital on behalf of the Family Office is yet to be called by the investment firms. Our Fixed Income desk constructed a portfolio to allow Mrs Thatcher’s Family Office to earn an income stream whilst meeting liquidity requirements for outstanding capital calls in both AUD and USD.

Mrs Merkel had a seven month settlement for a new house purchase. Our Fixed Income team designed a portfdolio with maturity accomodating settlement.