Innovator and entrepreneur, Julian built and sold his first company at age 29 to Ernst & Young. Since then he has built and managed an investment bank, asset management firm, broker-dealer and private equity fund, investing in healthcare, financial services, media and entertainment.
As Chief Investment Officer Julian leads New Age Alpha’s investment process, business development, marketing and distribution efforts across all products and investor groups.
This parallels his previous role at Transparent Value, where, he led the product evangelism, marketing and distribution efforts through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.
Julian is passionately driven by his love for nature and appreciates the responsibility to preserve it for future generations. Julian built and owns, Kubili House, a luxury safari lodge in South Africa’s Greater Kruger National Park. A core belief that he had from the conception of Kubili House is that visitors want their travel dollars to serve a greater purpose; people want to invest in a business that gives back. They want to make a difference. He believes that aligning the interests of owners, tourists and local communities is a key to sustaining our natural resources. ‘Think differently, make the difference’ is much more than a slogan it’s how he thinks and it’s at the heart of his mission to preserve these natural wonders for future generations to enjoy.
The success of Kubili serves as the foundation of New Age Alpha’s Impact Investing Solutions, providing investors a path to directly impact the lives of communities living in and around South Africa’s Greater Kruger National Park.