Geraldine Barlow

• Came in on a succession basis to stand up Affinius Capital's Infrastructure Business
• Closed two programmatic joint ventures, built presence and pipeline of investment opportunities and capital
• Additionally, I established an Australian business and first hire in that market for Affinius with a $A300m investor prospect in final due diligence on one of Affinius' funds in market.

Australian Unity is the 30th largest private company in Australia and is a leading healthcare, financial services and retirement living organization with over $2 billion in revenues.

• Direct report to CEO, leading team of 50 including two joint ventures, investment, commercial & sales teams
• Commercial (P&L) and investment management accountability for strategic direction of $8bn platform including multi asset, cash and fixed income, AREITs, hybrid property, healthcare, equities, venture capital and private equity, internal health insurance and bank investments
• Member of the Australian Unity Group Investment Committee (with oversight of $20bn in funds under management)
• Consolidated, scaled and repositioned platform capability, team and track record, growing net contribution more than three-fold and growing FUM from $5bn to $8bn in three years.
• Developed new strategic initiatives including a new in-house AREIT capability and team, Australia’s first dedicated Green Bond Fund as well as the Australian Unity Future of Healthcare Fund
• Uplifted investment disciplines including strategic asset allocation, asset liability matching, portfolio construction and manager selection.

• Company Overview: The second largest Sovereign Wealth Fund in the US with approximately $21bn in assets under management
• As a direct report to the CIO, I had responsibility for 22% of the endowment’s $22bn portfolio (timberland, infrastructure, energy, farmland, energy, real estate (debt and equity), bank loans, hedge funds)
• Portfolio consisted of 60 diverse investments/funds investing in North America, Europe, UK, Australia, Brazil, Chile and Asia
• Implemented $2bn+ of new investment opportunities during tenure
• Materially advanced strategic capability, education and IP around investing in real assets

• Company Overview: A global manager of infrastructure investments with over $9B in funds under management (equity and direct lending)
• Senior investment role with acquisition, asset management (including board directorships) and capital raising responsibilities, including P&L responsibility from 2011 onwards
• Experience across range of assets including toll roads, LNG, midstream infrastructure and PPP’s
• Board member of Hastings USA, member of Hastings’ Infrastructure Equity and Debt Investment Committees
• Closed first time infrastructure fund during the GFC and secured the first North American investors for the infrastructure direct lending business which has since grown to a multi-billion dollar capability.

• Company Overview: A joint venture between Leighton Holdings (now CIMIC) one of world’s leading contractors and Mirvac Limited, a leading integrated real estate investor and developer
• First hire by CEO for start-up infrastructure funds management business with a broad range of responsibilities across acquisition, asset and portfolio management, capital raising.
• Grew (AUM) from nil to $1bn
• Appointed portfolio manager in 2005 and was subsequently promoted to head of Investment Management Group in 2008 where I was responsible for seven direct reports

• Accountability for maintaining P&L’s, balance sheets and cashflows for the REIT vehicles, valuations, market and portfolio analysis, investment analysis and dealing with brokers and analysts
• M&A experience involving 4 REIT trust mergers and acquisition of AXA Australia Real Estate

Board of Director Roles

• 2017–2020 Acorn Capital Limited (Australia) Funds management business
• 2017–2020 Platypus Asset Management Pty Ltd (Australia) Funds management business
• 2011–2013 Hastings USA Inc (USA) Management Company
• 2006–2008 Telstra Dome, now Marvel Stadium (Australia) Sporting Stadium
• 2006–2008 International Parking Group Limited (Australia) Hospital car park assets & business
• 2006–2008 Bankstown Airport Limited (Australia) Regional airport

Committees

• 2020–Present Future Super (Superannuation) Investment Committee – Independent member
• 2021-2023 - Centric Wealth Investment Committee (A "TAMP" owned by KKR)
• 2017–2020 Risk and Compliance Committee – Platypus Asset Management Pty Ltd
• 2016–2020 Australian Unity Group Investment Committee
• 2014–2016 Various Investor Advisory Committees (USA)
• 2009–2012 Hastings Investment Committee