Julia Forrest
Portfolio Manager-Equities at Pendal Group Ltd. (Investment Management)
Profile
Ms. Julia Forrest is a Portfolio Manager at BT Investment Management Ltd.
With over 25 years’ experience spanning equities research and advisory, initial public offerings and capital raisings, she has managed the firm's property trust portfolios for over a decade.
Before joining the firm, Ms. Forrest 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.
She holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specializing in property and insolvency law.
Julia Forrest active positions
Companies | Position | Start |
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Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries. | Portfolio Manager-Equities | - |
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Private companies | 1 |
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Pendal Group Ltd. (Investment Management)
Pendal Group Ltd. (Investment Management) Investment ManagersFinance Pendal Group Ltd. (Investment Management) (PG-IM) is the investment management division of Pendal Group Ltd., an investment company headquartered in Sydney, Australia. Formerly known as BT Investment Management Ltd., the firm was founded in 2007 and changed their name to Pendal Group Ltd. in 2018. They became part of Perpetual Ltd. (ASX: PPT) in 2023. PG-IM utilizes a multi boutique business model to manage funds for retail and institutional clients and other intermediaries. | Finance |
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