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:
October 2021
Craig Hurt has joined T. Rowe Price in Sydney, commencing in the role Head of Institutional for Australia and New Zealand , from today, 5 October 2021.
Craig has previously been the Country Head, Australia and New Zealand for AXA Investment Managers where he was responsible for the strategic direction of the business.
GII congratulates Craig on his new appointment and we wish him and his team continued success going forward.
Read MoreSeptember 2021
Louise has been appointed to Managing Director, Head of Australia and New Zealand at Natixis Investment Managers in September 2021, having previously held the role of Head of Distribution at the organisation.
Natixis Investment Managers manages in excess of USD$1.4 trillion in funds under management, across more than 200 investment strategies spanning liquid and illiquid alternatives, equities, fixed income, real estate and socially responsible investment.
The team at GII wish Louise all the best in her new role and continued success to the Natixis team.
Read MoreScott Haslem, Chief Investment Officer, Crestone Wealth Management
With the global economy currently going through a significant transition, Scott’s focus has been on following developments unfolding across the dynamic economic landscape. Over the past year, immediately following the 2020 pandemic-led recession, we have been in an environment of unprecedented growth and unprecedented policy stimulus. But that is now changing. The key is to remain invested, avoid emotional decisions and lean on the proven benefits of portfolio diversification and quality-focused investments.
Read MoreAndrew Boal, Partner, Actuarial Consulting, Deloitte
Retirement is a very heterogeneous experience. While our saving and investing systems are world class, there is scope to further improve the efficiency of how we draw down our savings in retirement. Due to the complexity involved, retirees need access to relevant guidance and advice to help them mitigate longevity and investment risks, to give them greater confidence. Technology has a big role to play here , as does the regulatory environment, which should encourage and facilitate change, rather than inhibiting it.
Read MoreSeptember 2021
Jason Hazell has been appointed General Manager, Defined Contribution Investments at State Super, effective 1 September 2021.
In this role Jason’s key responsibilities include oversight of the defined contributions portfolio, and working closely with fund managers, investment consultants and the custodian to ensure State Super meets its obligations to members.
GII congratulates Jason on his appointment and we wish him and the team at State Super all the best.
Read MoreSeptember 2021
Katie has been promoted to Head of Fixed Income, Currency & Cash at AustralianSuper. Most recently, she held the position Head of Fixed Income & Currency Overlay Strategies at the fund.
AustralianSuper is the largest Superannuation Fund in Australia and one of the top 40 Pension Funds globally, with about AU$190 billion FUM.
Katie is a member of GII’s Fixed Income & Credit Investment Forum 2021 Advisory Committee, informing us in the process of formulating the agenda and program for the event.
GII congratulates Katie on her promotion and we wish her all the best in her new role.
Read MoreSeptember 2021
Shali Lingaretnam has been promoted to Victorian Funds Management Corporation’s (VFMC) investment leadership team in the role, Acting Head of Investment Stewardship.
Shali’s previous role at the organisation was Senior Portfolio Manager- Equities, looking after external mandates.
GII congratulates Shali on her promotion and we wish her success in her new role.
Read MoreSeptember 2021
Allison Hill has been promoted to the position of State Chief Investment Officer (CIO) of QIC, where she will be responsible for managing the State Investments team and approximately AU$58 billion in assets on behalf of Queensland.
GII wishes Allison all the best in her new role and continued success to the team at QIC.
Read MoreGareth Abley, Head of Alternatives and Listed Sector Portfolios, MLC
Our job is to find attractive, uncorrelated alternatives for clients. We have learned that as well as maintaining this clarity of purpose, it is also important to be flexible. In the last few years, we have found attractive strategies across more niche, esoteric opportunities that we think will be much less correlated than more conventional strategies. These strategies are difficult to find, require a lot of research, and are often not particularly scalable, but worth pursuing in our view.
Read MoreJoe Kalish, Chief Global Macro Strategist, Ned Davis Research (NDR)
With signs of inflation emerging, fears are rising that we might be headed for a sustained bout of inflation. This is causing long-term capital allocators to reassess inflation risk in their portfolios and rethink their asset allocation.
Joe discusses his perspectives on inflation expectations, the key indicators he is tracking in monitoring inflation trends and shares his views on asset allocation under this uncertain outlook, in this exclusive interview with GII.
Read MoreAongus O’Gorman, Head of Investments, Willis Towers Watson (Australia)
Our leadership restructure will see us put more time into both our clients and our business, which we believe will drive our future success. To begin I have embarked on a listening tour, talking to colleagues and clients to understand how they are feeling, what they are thinking about at present and the future, and testing our current approach. This is a challenging time for our industry, and I want to ensure that we are positioned to deliver high quality services that help our clients achieve their objectives.
Read MoreZoe McHugh, Portfolio Manager, QIC
Equities have benefited from historically low discount rates over the past decade, and we are mindful that the excess returns we have all experienced in the past few years will not continue into perpetuity. For that reason, we are continuing to expand our asset allocation into more illiquid markets, where QIC has had investment expertise for many years.
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