Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule.
Our upcoming events include:
Video | Osvaldo Pereira, Partner, Global Head of Direct Lending, Park Square Capital
In this exclusive interview, Osvaldo discusses the evolution of European private credit and shares the lessons learned investing across multiple cycles. He shares his perspectives on what investors should be considering when choosing a European credit manager, what dictates culture at their organisation and what has enabled them to consistently maintain best in class loss rates.
Read MoreVideo | Missy Dolski, Partner & Global Head, Asset-Based Finance, Värde Partners
In this exclusive interview, Missy discusses how the opportunity set in asset-based finance (ABF) has evolved over the years, the segments of the market offering the greatest opportunities, the attractiveness of the ABF middle market and shares her views on what best-practice in ABF underwriting discipline looks like.
Read MoreVideo | Bill Eckmann, Head of US Direct Lending, Macquarie Group
In this exclusive interview, Bill discusses how direct lending markets have evolved over the past decade and the key differences between the U.S. and European markets. He explains the structural factors institutional investors should consider when allocating across regions, how to assess risk through a full credit cycle, and whether the fundamentals that have underpinned the growth of the asset class remain intact. Bill also shares his perspectives on the key questions investors should ask when evaluating direct lending managers with cross-regional capabilities.
Read MoreVideo | Rene Ogunbona, Director, Igneo Infrastructure Partners
In this exclusive interview, Rene discusses the key global trends driving increased infrastructure spending and the opportunities for investors. He explains why mid-market infrastructure is an attractively differentiated sector to the large-cap space for investors to consider for their portfolios. Rene shares his perspectives on changes in the Australian renewables market and contrasts the opportunity set in wind, battery and solar.
Read MoreVideo | Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group
In this exclusive interview, Jason discusses the recent changes he has seen unfold in the net lease market and the types of sectors and tenants that are attracting the most investor interest today. He explains why net lease real estate has become more attractive to global investors, the impact of a higher rates environment on how net lease deals are underwritten and where he sees the biggest opportunities in net lease investing.
Read MoreVideo | Dylan Ross, Managing Director, Portfolio Manager & Head of Asset-Backed Finance, TCW
In this exclusive interview, Dylan discusses how TCW manages its ABF investments, from portfolio construction through to risk management, with a focus on ensuring client capital is protected. He outlines the key areas of investment focus for their ABF platform, explains the rationale behind those areas of focus, and explores how the platform benefits from being integrated alongside TCW's public securitised credit business.
Read MoreVideo | Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners
In this exclusive interview, Tom discusses the key indicators suggesting why the current environment is an inflection point in the property cycle, how investors should think about the role of core real estate today, given the competition faced from fixed income and why alternative real estate sectors like healthcare property are gaining traction. Tom also shares where he would be allocating capital in today’s environment across the alternative real estate sector from healthcare and beyond, what he would be avoiding and risks to be managed.
Read MoreVideo | William Vettorato, Managing Director, Head of Evergreen Fund Strategy, EQT Group
In this exclusive interview, William discusses how investors around the world are using evergreens as a solution for overcoming accessibility issues and the complexity involved with private markets investing. He explains that Australian investors have been at the forefront of adopting evergreens and shares his views on what investors should consider when considering allocating, as the adoption and proliferation of evergreen products continues.
Read MoreVideo | Graeme Bibby, Chief Investment Officer, Anseres Capital
In this exclusive interview, Graeme provides an introduction to Anseres Capital and how it enables access to institutional-grade investment management for private wealth clients. He also shares Anseres’ investment philosophy, how it holds up through volatility in markets and where he sees the most compelling investment opportunities in the near term.
Read MoreVideo | Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners
In this exclusive interview, Kim discusses how investing in water rights works in Australia, including how it enables farmers to unlock capital from their balance sheets, he explains how water rights are valued and the key drivers of long-term returns in the asset class.
Read MoreVideo | Brendan Bosman, Managing Director, Pretium
In this exclusive interview, Brendan discusses the drivers behind the demand for non-bank lenders in financing U.S. home building. He explains the size of the opportunity set for investors to fund construction and development and the parts of the market and the types of builders they focus on, and why. Brendan also shares how Pretium is uniquely positioned in originating, underwriting, executing, asset managing and servicing their loan book, and how that sets them apart in the market.
Read MoreVideo | Patrik Edsparr, Chief Investment Officer & Co-Founder, Tor Investment Management
In this exclusive interview, Patrik discusses the dynamics playing out across private credit markets of Asia Pacific, the challenges with navigating the opportunity set across the region’s many jurisdictions and what the key ingredients are to achieving success. Patrik also shares his perspectives on credit risk and areas of vulnerability in U.S. private credit and the role an allocation to Asia Pacific can play at this phase of the cycle as an effective diversifier.
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