Posts tagged asset owner
Andrew Garrett on Perpetual Wealth Management’s protect and grow investment philosophy

Video | Andrew Garrett, Investment Director, Perpetual Wealth Management

In this exclusive interview, Andrew discusses his team’s investment philosophy and how it feeds into their approach to portfolio construction, including risk management and generating investment ideas. Andrew also shares how their investment strategy is adapting to changing market conditions in alignment with their protect and grow approach to managing client capital.

Read More
Matthew Freeman, Quilla Consulting – Head of Manager Research

June 2026

Global Investment Institute congratulates Matthew Freeman on his promotion to the Head of Manager Research role at Quilla Consulting.

Quilla is an investment consultant that partners with leading financial advice groups to craft tailored investment solutions using managed accounts.

Most recently, Matthew served as Investment Consultant at Quilla Consulting, having joined the firm in 2025.

We wish Matthew all the best in his new role and continued success to the team at Quilla Consulting.

Read More
Viola Private Wealth’s Daniel Kelly on the evolution toward endowment-style investing

Video | Daniel Kelly, Chief Investment Officer, Viola Private Wealth

In this exclusive interview, Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in alternatives and private markets.

Read More
Global Investment Institute event program expansion 2027

June 2026‍ ‍

We are excited to announce an expanded program of events for calendar 2027 for all three core investor segments: institutional, institutional-scale private wealth and family office, with 10 events to be hosted.

The expansion of our program reflects growing demand for Global Investment Institute’s events from capital allocators looking for opportunities to engage with peers and discuss investment opportunities, address portfolio construction challenges and emerging trends through our intensive, one-day events we host in CBD locations.

To request our 2027 Program Overview or for more information please contact Zlatan at zlatan@globalii.com.au.

Read More
Man Group’s Kevin Marchetti on what investors should be focusing on now in private credit

Video | Kevin Marchetti, Chief Investment Officer & Head of US Direct Lending, Man Group

In this exclusive interview, Kevin discusses the private credit landscape and what investors should focus on as the lending environment becomes more complex. He highlights opportunities in the U.S. core middle market, including diversification benefits, attractive relative value, and reduced competition. Kevin also outlines the key questions investors should be asking managers today, with a focus on transparency, risk management, and capital preservation.

Read More
Katie Dean, AustralianSuper – Head of Fixed Income, Currency & Credit (FICC)

June 2026

Global Investment Institute congratulates Katie Dean on her promotion to the Head of Fixed Income, Currency and Credit role at AustralianSuper.

AustralianSuper is Australia’s largest superannuation fund with ~A$410 billion in assets under management and over 3.6 million members.

Most recently, Katie served as Head of Fixed Income, Currency and Cash at AustralianSuper, having joined the fund in 2014.

We wish Katie all the best in her new role and continued success to the team at AustralianSuper.

Read More
Mathieu Elshout, Aware Super – Head of International

June 2026

Global Investment Institute congratulates Mathieu Elshout on his promotion to the Head of International role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$235 billion in assets under management and 1.3 million members.

Mathieu will commence in his new role on 1 July, based in the London office. He will continue to lead on the European Property strategy, as Senior Portfolio Manager, Property UK, having joined the fund in 2024.

We wish Mathieu all the best in his new role and continued success to the team at Aware Super.

Read More
Munro Partners' Nick Griffin on picking the few winners and avoiding the many losers in global equities

Video | Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners

In this exclusive interview, Nick discusses why the stock market is not the economy and that there are many losers and only a few winners. He explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on structural themes that are providing the tailwinds from which winners will emerge.

Read More
Aware Super’s Mike Cowell on opportunities, risks and manager selection in private credit

Video | Mike Cowell, Portfolio Manager, Credit Income, Aware Super

In this exclusive interview, Mike discusses the role of private credit in modern portfolio construction, and how he is positioning his private credit portfolio for emerging opportunities and risks. He explains the key considerations he takes into account when allocating to an external manager and shares what makes a successful long term LP-GP partnership.

Read More
Shaun Manuell, AustralianSuper – Chief Investment Officer

May 2026

Global Investment Institute congratulates Shaun Manuell on his promotion to the Chief Investment Officer role at AustralianSuper.

AustralianSuper is Australia’s largest superannuation fund with ~A$410 billion in assets under management and over 3.6 million members.

Shaun will commence in his new role on 1 July. He currently serves as Head of Australian Equities at AustralianSuper, having joined the fund in 2013 to establish the internal Australian Equities team.

We wish Shaun all the best in his new role and continued success to the team at AustralianSuper.

Read More
D. E. Shaw Investment Management’s Laurent De Greef on U.S. equities in global benchmarks

Video | Laurent De Greef, Senior Vice President, Head of Portfolio Strategy, D. E. Shaw Investment Management

In this exclusive interview, Laurent discusses the drivers behind the relative size of the U.S. in global equity markets and shares a framework investors can apply for understanding risks in a global equity portfolio. Laurent explains the implications of the U.S. market being heavily concentrated in a few large names and what investors should think about when considering going underweight the U.S. equity markets, following a strong run over recent years.

Read More
Arthur Bengasino, LGT Wealth Management – Head of Investment Solutions

May 2026

Global Investment Institute congratulates Arthur Bengasino on his appointment to the Head of Investment Solutions role at LGT Wealth Management.

LGT Wealth Management provide private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organisations.

Most recently, Arthur served as Head of Opportunities and Real Assets at TelstraSuper for more than eight years.

We wish Arthur all the best in his new role and continued success to the team at LGT Wealth Management.

Read More