Founded in 2013 and a joint venture between the executive team and the Liberman family office, Jagen Pty Ltd, Monark is a team of highly experienced, diversely skilled individuals, whose every decision is informed by research-driven insight providing great comfort to our clients.
Michael co-founded Monark in 2013. An articulate, entrepreneurial thinker who sees the big picture and minutiae with equal acuity, his strategic and cultural stewardship continue to drive the firm’s growth and evolution.
Graduating from the University of Cape Town first with a degree in medicine, then an MBA, his career prior to Monark included two years in corporate finance with an international accounting firm, eight within the property division of an international investment bank, and a further three as head of development asset finance for a boutique property financier.
Focused and considered, always calm and forever curious, his passion for creating opportunities that benefit developers and investors alike is the bedrock upon which Monark’s reputation is built.
Adam is a co-founder of Monark. An endless source of energy, enthusiasm and humour, his desire to see great developments brought to life is as palpable as his 20+ year track record of delivering finance solutions that drive successful stakeholder outcomes.
Responsible for managing the firm’s key relationships, Adam’s expertise in investment banking and property finance has seen him involved in multiple landmark projects totaling many billions of dollars, and earned Adam several industry awards.
Personable, empathetic and always proactive, he enjoys liaising closely with our clients throughout, and beyond their projects, and uses his extensive industry contacts to add value wherever possible.
Adam holds a Bachelor of Laws and a Bachelor of Economics from Monash University.
Adam Slade-Jacobson is a credit representative 433 826 of BLSSA Pty Ltd A.C.N 117 651 760 ( Australian Credit Licence 391237)
Alongside being a Board Director, Justin is Principal and Chief Executive at Jagen, a family office with a long history of investment in property and other major sectors, covering all stages of venture, growth and private equity investing. He also co-founded Square Peg Capital, a venture capital and private equity company that partners with outstanding entrepreneurs to solve big problems in a unique and differentiated way.
As a Board Director and trusted advisor to our executive team, Barry’s wide-ranging investment experience and considered decision-making have long been a key asset for the firm.
In addition to being a co-founding partner of Square Peg Capital—a venture capital and private equity company—Barry is the Investment Manager at Jagen, a Melbourne-based family office he joined in 2006. Barry has also held senior corporate development positions at ASX-listed MYOB Limited and Village Roadshow Limited, and advisory positions at Merrill Lynch and KPMG.
Outside of working hours, Barry’s family and four children are his focus. He holds a Bachelor of Laws and a Bachelor of Economics from Monash University.
A former Pitcher Partners director with an auditor’s eye for detail, procedure and control, Sam’s professional focus for more than a decade has centred on asset and funds management accounting, with key roles in both Melbourne and the USA.
Expert in the full gamut of traditional proficiencies, including taxation, treasury management and compliance, he is also a highly skilled communicator, and his ability to articulate complex financial information clearly and succinctly is immediately evident in the firm’s management, board and investor reports.
A diligent colleague and affable family man, Sam is a qualified Chartered Accountant and member of the Institute of Chartered Accountants of Australia and New Zealand.
Dani is a wealth creation and portfolio management strategist, who specialises in the development of solutions-based investment products for high net worth individuals.
A respected financial services professional of the highest integrity, his 30-year track record of success includes executive level positions in wealth management and non-bank lending, and numerous advisory and consulting roles.
Positive, knowledgeable and able to communicate complex concepts with compelling clarity, Dani’s passion for the profession is reflected through his commitment to continual learning from the world’s investment philosophy thought leaders.
He is the proud dad of two adult daughters, a devoted husband and a connoisseur of fine whisky.
Tim brings a breadth of local and international investment management experience across multiple industries to his role as a Monark Investment Committee member.
In a career spanning nearly three decades, he has consulted to private and publicly-listed companies in the areas of financial accounting and information systems, held management roles in the private business and management consulting divisions of KPMG, and since 2006, has been the Chief Financial Officer at Jagen, a Melbourne-based family office.
He holds a Bachelor of Commerce from Melbourne University and is a member of the Institute of Chartered Accountants of Australia.
As an Investment Committee and Advisory Board member, Matthew applies his multi-faceted experience in property ownership, development, finance and funds management to provide deeper, more insightful perspectives that enable smarter decision making and creative funding solutions.
A highly respected industry figure and gifted motivator, Matthew prides himself on making a positive impact. He has formal qualifications in accounting, property and real estate, and a nearly three decade-long resume that includes CEO and senior leadership positions within ASX listed companies, multiple directorships and numerous consultancy and corporate advisory roles.
Committed to balancing work, life and community, he is a devoted father of four and a long-standing volunteer surf lifesaver.
Peter is the Chief Executive of Charter Keck Cramer, a company he transformed from a modest Melbourne-based valuation practice, to a diversified independent property advisory firm with a 200-strong team and offices across Asia and Australia.
In his role as an advisory board member, Peter brings to Monark more than three decades’ experience and a deep connection to the property industry coalface. Articulate, strategically minded and solutions driven, his nationwide and sector-wide knowledge is a constant source of incisive decision support.
Away from professional duties, Peter’s focus shifts to his family, and occasionally global weather patterns in preparation for his next big wave surfing adventure.
Michael has held senior executive positions in property funds management for the majority of his 30+ year career, including 15 years as CEO of APN Real Estate Securities, where he oversaw billions in FUM across a suite of highly awarded REIT funds.
A renowned thought leader and investment-style strategist, he brings to the Monark Advisory Board a genuine, industry-wide perspective, and high-level knowledge in the specialist fields of property, financial markets and funds management.
Michael is passionate about supporting the community through volunteering. He is a past president of St Kevin’s Old Boys Football Club, and a key figure in its mentor program, which helps fund the education of less advantaged Melbourne youth.
Richard joined Monark in 2018, bringing with him nearly a decade of experience across the residential property markets of Australia, London, and New York—and an extensive network of local and overseas industry stakeholders.
Responsible for building relationships with new clients and creating new opportunities for the business, his commitment to continual research and resultant market knowledge give Richard a clear and immediate insight into the potential of a project, ensuring he adds genuine value to every partner interaction.
Married with twin boys, Richard holds a Bachelor of Business (Marketing) from RMIT, and a FINSIA Graduate Diploma in Applied Finance and Investment.
Jordan has a genuine desire to assist clients in bringing their quality developments to life through tailored funding solutions. Prior to joining Monark, Jordan gained significant transactional experience in the property sector with the Investment Services division of Colliers International.
At Monark, Jordan quickly established a reputation as a proactive and empathetic problem solver who readily lends his multifaceted expertise to benefit project partners.
An active participant in a wide range of sports, he holds a Bachelor of Business (Accounting, Banking and Finance) and is a former member of the PIF Future Leaders Committee.
Amit has more than 15 years of property investment experience, including a decade with the real estate divisions of J.P. Morgan and Morgan Stanley in India.
Since joining Monark in 2018, his sharp analytic mind and diligent, solutions-oriented approach have delivered insightful assessments of risk and return parameters—particularly with highly complex property transactions—and helped ensure expert management of transactions throughout the investment cycle.
Amit is a qualified Chartered Accountant and a member of the Institute of Chartered Accountants of India. An avid sports fan and dedicated family man, he has two young children, and enjoys playing cricket and tennis.
Chris has spent his entire professional career in property. He has bought and sold, designed, developed and managed it. Founded a real estate brokerage. And most recently, combined that firsthand knowledge with his technical skills in finance and accounting, to excel in transaction analysis, funds management and private equity, in Australia, Canada and the United States.
Complementing that 360° competency, he has an innate ability to simplify complex structures, an entrepreneurial mindset, easy-going nature and a high degree of professional integrity.
A Chartered Professional Accountant, Chris holds a Bachelor of Commerce (Finance) and a Graduate Certificate in Management Accounting from Concordia University, Canada. He is married with three school-aged children, speaks three languages and is a handy golfer.
Property has long been a source of fascination for Chiau Lin. Energetic, thorough and always thinking outside the box, she draws on her multidisciplinary experience in auditing, banking and corporate finance to analyse project risk and return holistically—looking beyond the numbers, to the stories behind them—to ensure she makes the right call on every prospective transaction.
A CFA® charterholder and Chartered Accountant (Australia and New Zealand), Chiau Lin was recognised as the Acuity Future Leader – 20 Chartered Accountants to watch in 2020 by the Institute of Chartered Accountants’ Magazine. She holds a Bachelor of Commerce (Finance and Accounting) from the University of Melbourne, holds directorships in several not-for-profit organisations and is fluent in English and Mandarin.
During a career now in its third decade, Paul has constructed or consulted on every project typology—both locally and overseas—built relationships with key industry stakeholders nationally, and learned the nuances of Melbourne’s principal development locations.
Formerly Head of Construction for an ASX-listed property development company—and still a registered domestic and commercial builder—he applies his deep technical knowledge and vast experience to analyse, and monitor, construction risk from project inception to completion.
Complementing our execution team’s document-based risk assessment, Paul’s field expertise and industry network not only help safeguard investor returns, they also better protect our project partners.
After hours, his duties shift to ferrying his two teenage sons to and from sport, and the occasional round of golf.
Having specialised in real estate finance, development and property law for more than a decade—in private practice for a top tier law firm, and as senior legal counsel for a large, private investment fund—Ashley is able to apply both technical and commercial insight to the analysis and documentation of each Monark transaction.
A lateral thinker with an exacting eye for detail, Ashley’s appreciation for process, project management prowess, and large firm experience have also equipped her with the ability to structure, execute and streamline workflows; a skill she is using to embed scalable operational efficiencies across the business.
Outside of the law, Ashley’s enjoys playing tennis, expanding her knowledge of wine and has recently taken up golf.
Karin is an accomplished brand and marketing strategist, with a 20-year track record of managing successful, multichannel marketing strategies across the finance, property, FMCG and not-for-profit sectors.
A genuine end-to-end practitioner, her combination of analytical, technical and project management skills enable Karin to devise and implement marketing and communication solutions that effectively engage and connect partners to the Monark brand.
Mum to two school-age children, Karin begins the day with an early morning run—rain, hail or shine. She is an AMI Certified Practicing Marketer and holds a Master of Communication (Advertising) with Distinction from RMIT University.
Kate joined Monark in 2016 after a decade with JGL Investments, the Liberman family office. She has worked in property, finance and banking for more than 30 years, including key administrative roles with Mallesons Stephen Jaques and Bank of Melbourne.
Calm, composed and always prepared, her no nonsense practicality and process-driven precision ensure Monark investors remain informed and up-to-date throughout the duration of their investment. Kate oversees initial documentation, collates monthly statements and quarterly reports, handles phone and email queries, and manages the final close down.
When not being the world’s best aunty to her 21 nieces and nephews, she can usually be found immersed in a good novel.
When Sig left Europe to travel the world back in 2010, Australia wasn’t even on her itinerary; now she couldn’t imagine living or working anywhere else.
An exceptional multitasker, and prolific list maker, Sig wears a great many hats over the course of a day—often all at once—including executive PA, event planner, travel organiser, IT help desk, bookkeeping clerk, administrative support, supplier liaison, and chief problem solver.
Sig joined the Monark team in its earliest days and, having worked in various administrative positions for 16 years, her organisational efficiency, time management skills and calm demeanour make her a highly regarded colleague.
Away from the office, Sig enjoys nothing more than travelling and spending time with her partner and young son. She holds a master’s degree in English and History from TU Dresden and San Francisco State University.