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Julia Forrest

Portfolio Manager
Pendal Group

Julia joined the funds management business of BT Financial Group, now Pendal Group, in 2003 and is jointly responsible for managing its AREIT portfolios. Pendal’s AREIT funds have a long track record of outperformance and the team are recognised as industry leaders in promoting active engagement in the AREIT sector.

Prior to joining Pendal Group, Julia was a highly rated analyst at major broking houses Citigroup and Merrill Lynch working in equities research, equity capital markets and property advisory roles (including cross border deals). Prior to these roles she held a Financial Investigators role with the Attorney General’s Department.

Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property, intellectual property and insolvency law.

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