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:
November 2021
After 13 years as the Head of Distribution, Jason Ciccolallo has been promoted to Managing Director of Orbis Australia, a contrarian global asset manager and sister company of Allan Gray Australia which oversees AU$51 billion in funds under management, AU$14.5 billion of which is from Australian institutional and retail funds.
GII congratulates Jason on his appointment and we wish the Orbis Australia team continued success under his leadership.
Read MoreWhitepaper - UBS Asset Management
In this paper we share UBS’ insights from their three-year engagement program on climate change.
It explains what actions they are taking based on the outcomes of their dialogue with a list of 45 companies that account for some 30% of carbon emissions of the FTSE All World Index.
The paper outlines UBS’ plan for the next phase of their thematic engagement on climate change and how they are broadening the toolset for their investment professionals to integrate climate factors in their research and dialogue with company management.
Read MoreNovember 2021
Kylie Rampa has been appointed to lead QIC, a leading Australian investment manager owned by the Queensland Government in the role of Chief Executive Officer.
Kylie’s appointment will formally commence in April 2022, which will see her take over the helm from Damien Frawley who has led the organisation for the past nine years and who will be retiring in 2022.
Read MoreNovember 2021
GII is delighted to report that Rob Leck has been appointed to the role of Senior Manager, Total Portfolio Risk & Regulatory Modelling at REST, commencing in the role today. We wish Rob all the best in his new role and continued success to the team at REST.
GII is excited to partner with Rob who will be Chairing our Virtual Roundtable on Your Future, Your Super, which we are hosting this Thursday, 11 November 2021, via video call (this event is at capacity), and we thank Rob for his ongoing support.
Read MoreLiza McDonald, Head of Responsible Investments, Aware Super
Seeing ESG issues finally move into the mainstream is a very exciting development. We have always thought about ESG from a risk perspective, but we are now focusing far more on the opportunities.
There’s enormous scope for funds to deliver sustainable returns for members by supporting the transition to a low-carbon economy. Further, regulation around climate change is moving in the right direction and ambitious action is being considered that may accelerate innovation and provide significant investment opportunities.
Read MoreWebinar | Rob Tucker, Managing Director, Chester AM - October 21
In this ~30 minute webinar Rob shares where he and his team are finding investment opportunities in the Australian equity market and discusses how the current backdrop is presenting ways to find unloved and underappreciated assets.
Read MoreMatthew Gertken, Vice President, Geopolitical Strategy, BCA Research
Matt shares his perspectives on China and the many considerations for Australia (and other Western economies) in managing their relationship with this great power, both in its region and globally, in this exclusive interview with Global Investment Institute (GII).
Read MoreOctober 2021
Funds SA announced the appointment of Christopher Hall as a Director, effective from 4 October 2021. Christopher brings extensive experience to the Board in investment and funds management. He is currently the Chief Investment Officer of Ellerston Capital, and a member of a number of board investment committees.
Funds SA is owned by the government of South Australia and manages investment portfolios on behalf of South Australia’s public sector superannuation funds and approved public authorities, managing funds in excess of AU$40 billion.
Read MoreLisa Gray, Ex-Chief Executive Officer, Victorian Funds Management Corporation (VFMC)
In April 2021, VFMC announced that Lisa would be transitioning from her executive career and on 30 September 2021, she departed VFMC, replaced by Kate Galvin as the incoming Chief Executive Officer. After nearly six years with VFMC, Lisa advised that it was time for her to pursue her interests across a broad portfolio of directorship and advisory roles.
Lisa shared her reflections on her time at VFMC and what her future holds in this exclusive interview with GII.
Read MoreRob Tucker, Managing Director, Chester Asset Management
We have arrived at a juncture of financial repression.
We see a problematic period ahead, whereby central banks are facing the prospect of slowing economic growth, while grappling with meaningful inflation for the first time in almost 40 years.
This challenge of unwinding the easy monetary policy settings suggests to us that uncertainty will create more volatility.
Read MoreOctober 2021
State Street announced today the appointment of Tim Helyar as Head of Australia (based in Sydney). Tim will commence in the role next month and he will oversee State Street’s Australian business with responsibility for driving the enterprise-wide growth strategy, stewarding client engagement, developing talent and maintaining strong regulatory relationships.
State Street also announced the appointment of Kevin Hardy as the Head of Singapore and Southeast Asia today, as part of the business’ Asia Pacific growth plan. Both roles will report to Mostapha Tahiri, Chief Executive Officer, State Street for Asia Pacific.
Read MorePhilip Naylor, Principal Consultant, Frontier Advisors
Philip focuses on optimising the investment strategy for clients to enable them to meet the needs of their beneficiaries. This involves thinking about how to navigate some of the big secular macro forces, as well as navigating shorter-term fluctuations in markets. Although thinking about the challenges facing investment portfolios over the coming years can be overwhelming, there are significant opportunities on the horizon, particularly for those willing to shift portfolios away from the status quo.
Read More
