Pzena Investment Management’s Rakesh Bordia on investing in deep value equities across Emerging Markets

Video | Rakesh Bordia, Principal and Portfolio Manager, Pzena Investment Management

In this exclusive interview, Rakesh explains the concept of classic deep value equities investing from a practical perspective. He discusses Pzena’s approach to navigating the challenges and opportunities geopolitical risk presents in Emerging Market equities investing, the impact of concentration in a few select semi-conductor and memory stocks across EM and what he is seeing in the EM opportunity set at the cheapest spectrum of the market, that is unique today, relative to past cycles.

October 2026 SuperCareers - Job opportunities for executives and senior investment professionals across our industry

October 2026

Current featured job vacancies and opportunities include roles at Acadian Asset Management, Ares Management, Australian Retirement Trust, AustralianSuper, Avant Mutual, BUSSQ, Colonial First State, Drummond Capital Partners, Fisher Investments, GESB, Goldman Sachs, HESTA, Morningstar, MUFG, NGS Super, Perpetual Wealth Management, Victorian Funds Management Corporation (VFMC) and Vontobel.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

EQT Group’s Jacob Van der Wiel on mega-trends and opportunities in private equity across APAC

Video | Jacob Van der Wiel, Managing Director, EQT Group

In this exclusive interview, Jacob discusses what defines a great APAC private equity player and how LPs can differentiate between true local alpha and market beta when selecting managers. He explains EQT’s approach to sourcing and securing proprietary deals across the APAC region. Jacob also shares his perspectives on the mega-trends offering the most compelling risk-adjusted opportunities and the structural themes long-term asset allocators should prioritise over the next decade; Australia’s strategic role in an APAC portfolio; and advice to family offices scaling co-investment capabilities.

Exclusive interview with Marina Pasika, General Manager - Private Markets, Rest

“We want to understand where value is accruing as economies and industries evolve, and then find the best way to access it. The answer might be private equity, infrastructure, property or alternatives. That means starting with the investment thesis rather than the asset class, and being open-minded about where the most compelling opportunity sits.”

- Marina is the General Manager of Private Markets at Rest, where she is responsible for the strategy, construction and management of the Fund's private markets portfolio. Rest is one of Australia's largest profit-to-member superannuation funds with ~A$105 billion in assets under management and more than 2 million members.

Read our exclusive interview with Marina in which she shares her unique insights with Global Investment Institute.

Moana Weir, ESSSuper – Chief Executive Officer

October 2026

Global Investment Institute congratulates Moana Weir on her promotion to role of Chief Executive Officer at ESSSuper.

ESSSuper is an Australian superannuation fund with ~A$40 billion in assets under management and over 119,000 members.

Most recently, Moana served as Acting Chief Executive Officer at ESSSuper, having joined the fund in 2026.

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

Fidelity International’s Maroun Younes on the drivers of equity market behaviour

Video | Maroun Younes, Portfolio Manager, Fidelity International

In this exclusive interview, Maroun discusses the forces driving equity market behaviour and shares his views on the sustainability of current market dynamics. He explains where he sees the biggest disconnects today between business fundamentals and market expectations, how he separates genuine tech disruption from market overextrapolation and how he thinks about what constitutes a “moat” across industries, in an AI disrupted world.

Nordea Asset Management’s Lars Hemmingsen on factor investing in equities

Video | Lars Hemmingsen, Portfolio Manager, Nordea Asset Management

In this exclusive interview, Lars discusses how investors can apply multi-factor enhanced equity as an active solution to a concentrated market environment. He explains why segmentation is important when comparing companies through a factor lens and why factors should be customised, rather than defined uniformly across the whole market. Lars shares how he thinks about factor weights and how they should evolve across segments and through time, and how investors can maintain conviction when factor leadership changes.

Fisher Investments’ Michael Hanson on equity market euphoria

Video | Michael Hanson, Senior Vice President of Research, Fisher Investments

In this exclusive interview, Michael discusses equity market euphoria. He explains what equity market euphoria is, how long periods of euphoria historically last, how to identify it and what to do about it from a portfolio management perspective in the context of today’s equity markets.

Exclusive interview with Mark Lee, Senior Portfolio Manager, Head of Real Estate, Australian Retirement Trust

“Our ambition is not simply to invest with the best managers. It is to build partnerships that produce better access, better decisions and better outcomes for members.”

- Mark Lee is a Senior Portfolio Manager and Head of Real Estate at Australian Retirement Trust (ART). ART is one of Australia’s largest superannuation funds, with more than ~A$375 billion in assets under management on behalf of over 2.4 million members.

Read our exclusive interview with Mark in which he shares his unique insights with Global Investment Institute.

Emllyn Green, REI Super – Investment Manager

October 2026

Global Investment Institute congratulates Emllyn Green on his promotion to role of Investment Manager at REI Super.

REI Super is an Australian industry superannuation fund with ~A$2.7 billion in assets under management and over 25,000 members.

Most recently, Emllyn served as Investment and Performance Analyst at REI Super, having joined the fund in 2023.

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

World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio

Video | Kavita Chacko, Research Head, India, World Gold Council

In this exclusive interview, Kavita discusses the key developments in gold markets and the drivers that have supported gold’s rally in recent years and the sustainability of those drivers looking ahead. She explains the role for gold in a diversified portfolio, the objectives investors are typically seeking to achieve through an allocation to gold and why investors should consider including gold in their strategic asset allocation.

Craig Dandurand, Spotlight Group Holdings – Chief Investment Officer

October 2026

Global Investment Institute congratulates Craig Dandurand on his appointment to role of Chief Investment Officer at Spotlight Group Holdings.

Spotlight Group comprises Spotlight Retail Group (SRG), Spotlight Property Group (SPG) and Alara Investments. SRG's retail brands include Spotlight, Anaconda, Mountain Designs, and Harris Scarfe.

Prior to his appointment, Craig served as the inaugural Chief Investment Officer for the Tuckwell Family Office from 2023, and spent more than twenty years investing on behalf of two of the world’s most prominent asset owners: the Future Fund, Australia’s sovereign wealth fund, and the California Public Employees’ Retirement System (CalPERS), the largest public pension fund in the United States.

We wish Craig all the best in his new role and continued success to the team at Spotlight Group Holdings.

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