Catriona Forrester

Private Equity Investor at

Sun Mountain Capital Advisors, LLC

Finance

Consumer Services

Profile

Catriona Forrester is a Managing Director at Sun Mountain Capital Advisors, LLC since 2015.
She previously worked as an Investment Analyst at ING Investment Management (Australia) Ltd. She also served as a Strategic Planning Analyst at Dexus from 2013 to 2014 and as an Assistant Portfolio Manager at Heitman International Real Estate Securities Pty Ltd. from 2010 to 2014.
Ms. Forrester holds a graduate degree from Macquarie University (2004), the University of Technology Sydney (2002), Deakin University (2003), and an undergraduate degree from UNSW Knowledge Exchange (2000).

Catriona Forrester active positions

Companies	Position	Start
Sun Mountain Capital Advisors, LLC Sun Mountain Capital Advisors, LLC Investment ManagersFinance Sun Mountain Capital Advisors invests in companies located in the United States. The firm focuses on the technology sector. It provides financing in the form of equity and debt for seed, early and growth capital requirements. It acts as a lead investor and makes co-investments.	Private Equity Investor	01/10/2015

All active positions of Catriona Forrester

Former positions of Catriona Forrester

Companies	Position	End
DEXUS	Private Equity Analyst	01/05/2014
Heitman International Real Estate Securities Pty Ltd. Heitman International Real Estate Securities Pty Ltd. Investment ManagersFinance HIRES provides investment advice and investment management services with respect to investments in equity, convertible and debt instruments of publicly traded real estate related companies, including real estate investment trusts (REITs), REIT-like entities and real estate operating companies (REOCs). The firm seeks those investments will outperform established benchmarks by purchasing securities of companies with superior growth prospects or securities that it deems undervalued. HIRES generally evaluates securities using an intermediate to long-term investment horizon, which is dictated by the nature of the underlying real estate assets.	Portfolio Manager-Equities	01/01/2014
ING Investment Management (Australia) Ltd. ING Investment Management (Australia) Ltd. Investment ManagersFinance INGIM-AU is a long-term investment manager which believes that within a market the performances of each asset class are linked to the progression of the economic cycle. They aim to take advantage of asset class trends through active portfolio management. The firm invests in Australian and global equity, real estate-related securities, fixed-income and cash. Their multi-sector and global equity funds have actively managed exposure to foreign currency. Their in-house research informs investment decisions and is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. INGIM-AU's investment process starts with a mid-term macroeconomic view which determines asset allocation. Equity investments follow a growth-oriented approach and proceed from a bottom-up stock selection process focused on earnings momentum. Fixed-income investments follow a top-down approach focused on relative value to the market and the evolution of the economic cycle.	Analyst-Equity	-

See the detail of Catriona Forrester's experience

Training of Catriona Forrester

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Catriona Forrester's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	8
ING Investment Management (Australia) Ltd. ING Investment Management (Australia) Ltd. Investment ManagersFinance INGIM-AU is a long-term investment manager which believes that within a market the performances of each asset class are linked to the progression of the economic cycle. They aim to take advantage of asset class trends through active portfolio management. The firm invests in Australian and global equity, real estate-related securities, fixed-income and cash. Their multi-sector and global equity funds have actively managed exposure to foreign currency. Their in-house research informs investment decisions and is a composite of proprietary quantitative models and internal fundamental analysis complemented by third-party inputs. INGIM-AU's investment process starts with a mid-term macroeconomic view which determines asset allocation. Equity investments follow a growth-oriented approach and proceed from a bottom-up stock selection process focused on earnings momentum. Fixed-income investments follow a top-down approach focused on relative value to the market and the evolution of the economic cycle.	Finance
Macquarie University Macquarie University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Technology Sydney University of Technology Sydney Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deakin University Deakin University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Sun Mountain Capital Advisors, LLC Sun Mountain Capital Advisors, LLC Investment ManagersFinance Sun Mountain Capital Advisors invests in companies located in the United States. The firm focuses on the technology sector. It provides financing in the form of equity and debt for seed, early and growth capital requirements. It acts as a lead investor and makes co-investments.	Finance
Dexus Dexus Real Estate Investment TrustsFinance Operates as a property investment company specializes in office and industrial assets	Finance
Heitman International Real Estate Securities Pty Ltd. Heitman International Real Estate Securities Pty Ltd. Investment ManagersFinance HIRES provides investment advice and investment management services with respect to investments in equity, convertible and debt instruments of publicly traded real estate related companies, including real estate investment trusts (REITs), REIT-like entities and real estate operating companies (REOCs). The firm seeks those investments will outperform established benchmarks by purchasing securities of companies with superior growth prospects or securities that it deems undervalued. HIRES generally evaluates securities using an intermediate to long-term investment horizon, which is dictated by the nature of the underlying real estate assets.	Finance
UNSW Knowledge Exchange UNSW Knowledge Exchange Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services