GLOBAL INVESTMENT INSIGHTS

September 2026

Global Investment Institute congratulates Will Hart on his promotion to the Managing Director, Head of Portfolio Management and Responsible Investment role at E&P Financial Group.

E&P Financial Group is a diversified Australian financial services group with businesses spanning wealth management, investment management and corporate advisory. E&P works with private clients, family offices, institutions and corporates across Australia.

Most recently, Will served as Head of Portfolio Management and Responsible Investment at E&P Financial Group, having joined the organisation in 2013.

We wish Will all the best in his new role and continued success to the team at E&P Financial Group.

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September 2026

Global Investment Institute congratulates Cameron Sinclair on his appointment to the Senior Consultant, Investment Grade Debt Lead role at JANA Investment Advisers.

JANA is an investment advisory firm with over ~A$1.8tn funds under advice. They advise over 80 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts.

Most recently, Cameron served as Portfolio Manager, Global Credit at Challenger Limited, having joined the organisation in 2023.

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

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September 2026

Global Investment Institute will host its inaugural Private Equity Investment Forum on Wednesday, 1 September 2027 in Melbourne, Australia, bringing together Australia’s leading institutional asset owners to examine the opportunities, challenges and developments shaping the asset class.

This new addition to our program reflects the growing importance of private markets within institutional portfolios and expands on our existing Private Credit Investment Forum (Thursday, 6 May 2027 in Melbourne), which is the premier event in Australia for institutional asset owners allocating to the private credit asset class, as the trend towards ‘private for longer’ continues to accelerate.

To express interest in participating please contact Zlatan Kapetanovic: zlatan@globalii.com.au 

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September 2026

Global Investment Institute congratulates Tim Kennedy on his appointment to the Chief Executive Officer role at First Super.

First Super is an Australian superannuation fund with ~A$6 billion in assets under management and nearly 80,000 members.

Tim will commence in his new role on 5 October 2026. Most recently, Tim served as National Secretary at the United Workers Union.

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

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September 2026

Global Investment Institute congratulates James Foot on his appointment to the Chief Investment Officer, APAC role at Morningstar.

Morningstar is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in debt and private capital markets.

Most recently, James served as Chief Investment Officer, Wealth and Private at Commonwealth Bank.

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

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September 2026

Institutional listed equities investment leaders from around Australia gathered in Melbourne on 2 September 2026 for Global Investment Institute’s Equities Investment Forum.

Now hosted twice a year, in Sydney each March and Melbourne each September, the Equities Investment Forum has become the go-to gathering for busy capital allocators looking to connect with peers and make the most of their time away from the desk.

Next year, Global Investment Institute will host these special events on:

1. Tuesday, 16 March 2027 – Sydney

2. Thursday, 2 September 2027 – Melbourne 

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September 2026

Now in its fourth year and with nine events hosted, Global Investment Institute's Family Office Investment Forum series continues to be well supported by family office investment leaders who enjoy sharing perspectives and experiences privately under Chatham House Rule, with no media.

Every family office is unique, but we know their investment teams have more in common with each other than they do with any other investor community in Australia.

This is why family office investment leaders deserve their own private gatherings, distinct from other investors, and we’re delighted to provide this opportunity for them to connect.

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September 2026

Global Investment Institute congratulates Adam Deering on his promotion to the Portfolio Manager role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.

Most recently, Adam served as Associate Portfolio Manager at Aware Super, having joined the fund in 2023.

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

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September 2026

Global Investment Institute congratulates Alexandra Bennett on her promotion to the Associate Portfolio Manager, Credit Income role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.

Most recently, Alexandra served as Senior Investment Analyst, Credit Income at Aware Super, having joined the fund in 2023.

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

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September 2026

Global Investment Institute congratulates Stephen Liu on his promotion to the Senior Portfolio Analyst, Private Equity role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.

Most recently, Stephen served as Portfolio Analyst, Private Equity at Aware Super, having joined the fund in 2023.

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

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September 2026

Global Investment Institute congratulates Min Fu on her appointment to the Investment Specialist role at Hostplus.

Hostplus is one of the largest super funds in Australia with ~A$156 billion in funds under management and over 1.94 million members.

Most recently, Min served as Investment Analyst, Alternative, Private Market and Real Assets at TelstraSuper.

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

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September 2026

Global Investment Institute congratulates Anthony Fazzolari on his promotion to the Senior Investment Analyst, Growth Assets role at HESTA.

HESTA is an Australian industry superannuation fund with ~A$105 billion in assets under management and over ~1.1 million members.

Prior to his promotion, Anthony served as Investment Analyst, Listed Assets, having joined the fund in 2020.

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

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