About Alceon

Alceon Group is a financier and multi-strategy alternative investment manager. Our focus is on investing capital for individuals and institutional clients spanning across various asset classes including real estate, private equity, credit and liquid market strategies.

Since our establishment in 2010, we have significantly grown our funds under management to almost $4 billion. Across all of Alceon’s investment activities, our objective is to protect capital and deliver superior risk adjusted returns. Alignment with investors is also fundamental to our investment philosophy, so this sees us significantly co-invest in every Alceon investment.

Alceon’s ability to deliver for investors is underpinned by our competitive advantage of offering institutional quality in a boutique setting. This allows Alceon to better assess, structure and execute to the highest quality with creative and risk mitigated solutions. We are also able to respond quickly to opportunities and changing market dynamics, utilising our strong balance sheet and underwriting capabilities in addition to the ready access to capital via our extensive network of investors.

Alceon’s investment and operations professionals are located in offices in Sydney, Melbourne, Brisbane and Perth. Proudly, we remain 100% owned by staff.

Read moreRead less

About Alceon Real Estate

Alceon Real Estate originates, invests and manages real estate, across the capital stackon behalf of institutions, family offices, wealth groups and high net wealth individuals.

Alceon’s founders have been active in Australian real estate for over three decades which brings with it a unique perspective and ability to see signs of cycles ahead of the broader market. Alceon was one of the first groups to move into real estate credit in early 2016, and has since deployed over $3.5 billion across 250 plus transactions. The real estate non-bank financing sector now plays a significant role in the financing of Australian real estate, and private credit has become a mainstay of fixed income and real estate portfolios.

In 2021, the real estate businesses of Alceon and Freehold Investment Management were combined, bringing together a team with extensive industry experience to further expand  the business and enhance our investment capabilities and the solutions for our clients. 

Today, Alceon Real Estate has circa $2.5 billion in funds under management; having invested in, and managed, over 309 real estate transactions; provided close to $4.3 billion of real estate capital; and managed in excess of $20.4 billion of property project value.

About $1.5 billion of this comprises real estate debt, which is managed across open-ended funds, syndicates and institutional mandates. Alceon also manages circa $1 billion in A-REITs and direct assets located primarily across the east coast of Australia.

Founders

Trevor Loewensohn

Founding Partner & Managing Director

Trevor Loewensohn has over 30 years of investment banking experience – mostly for leading global investment banks including Vice Chairman at UBS, after moving from Head of Investment Banking and Joint CEO at JP Morgan.

Trevor has advised many leading global and Australian companies on mergers and acquisitions, disposals, capital raisings and corporate and financial strategy.

Prior to founding Alceon, Trevor was the Global Head of Capital Markets at Babcock & Brown, where he established a global capital raising and advisory capability. Following the impact of the Global Financial Crisis, Trevor led Babcock & Brown’s asset sale programme, successfully completing the sale of more than 20 major funds, companies and assets.

Trevor holds a Bachelor of Commerce from University of NSW, is a member of the Institute of Chartered Accountants and a Fellow of the Securities Institute of Australia.

Read bioClose bio

Phil Green

Founding Partner

Phil Green has over 30 years of experience specialising in structured finance and advisory, leasing, asset based financing, principal investment and funds management. Phil has extensive expertise in property, financial assets, infrastructure and other forms of asset backed finance including aircraft, rail and mortgages.

Prior to joining Alceon, Phil was a partner of Babcock & Brown for 24 years and was appointed as Chief Executive Officer on its listing in 2004. Before joining Babcock & Brown he worked for Arthur Andersen specialising in taxation, cross border leasing and structured finance.

Phil holds a Bachelor of Commerce and Bachelor of Law degrees from the University of NSW, is a Chartered Accountant and was admitted as a solicitor in NSW in 1978.

Read bioClose bio

Morris Symonds

Founding Partner

Morris Symonds is a long standing professional investor with substantial experience in equities, commodities, mergers & acquisitions and corporate restructuring.

For over 7 years Morris was employed by Macquarie Bank holding positions of Director, Bullion & Commodities Division and subsequently Director, Macquarie Equities.

In 1989 Morris left Macquarie Bank to pursue private business interests. Morris is the Chairman and shareholder of a number of private equity entities spanning property, retail and wholesale distribution.

Morris holds a Bachelor of Commerce from University of NSW

Read bioClose bio

Request a PDS

Please enter your details below and a PDS will be emailed to you.







    Thank you

    Your request has been submitted.

    Go back to the fund page

    Terms of Use

    This website is strictly intended for use by wholesale clients and financial advisers only.  By proceeding you certify that you are:

    Responsible Entity Partners Limited (ABN 11 119 757 596, AFSL No. 304 542) is the responsible entity and the issuer of the product disclosure statements for the Alceon Debt Income Fund ARSN 650 960 820 and Alceon Australian Property Fund ARSN 169 952 738. Offer documentation and factsheets may be accessed through this site.

    That information on this site has been prepared by AFIM Limited (ABN 78 099 959 958 AFSL: 339008 (AFIM), the investment manager for the Funds and an affiliate member of the Alceon Group.While it has taken all reasonable care in the compilation and updating of this site, there may be inaccuracies, errors or omissions in the information available from time to time. Neither AFIM nor any member of the Alceon Group, gives any representations or warranties, whether express or implied, or accepts responsibility for the accuracy, timeliness or completeness of the information on this site.

    This site is not intended for use in any jurisdiction contrary to any relevant law, regulation or directive. The content of this site does not contain any personal recommendations, offers or solicitations to invest, and all information is fully qualified by relevant disclosure documentation. As such the information on this site is not intended to form the basis of any investment decision.

    The content of this site is not personal or investment advice. You should seek independent professional advice as to the suitability of any product to your investment needs. It is also your responsibility to ensure that any product, service or investment specified in this site is available in your jurisdiction.  You agree to inform yourself as to any legal, regulatory, financial, accounting and taxation requirements that apply to you in respect of the consent of this site and relevant investment opportunity.

    Past performance is not indicative of future performance. Neither AFIM, nor any member of the Alceon Group, guarantees or provides any assurance that its investment capabilities will achieve any target, objective or return on capital. The fact that a particular investment strategy or asset or shares in a particular company may have been mentioned is not a recommendation, whether expressly or by implication, to buy, sell or hold that financial product. Any prospective price-earnings ratios, distributions yields and dividend yields referred to on this site constitute estimates only. Any estimates, projections, opinions or outlook that may be stated on this site are subject to change at any time without notice.  You should review the material assumptions, calculations and policies upon which any accompanying estimates or projections are based.

    Accept