Neuberger Berman private debt team visiting Australia 10-14 October 2022

Roadshow Announcement | 10 - 14 October 2022, Australia

Neuberger Berman’s (NB) private debt team leaders will be visiting Australia from 10 - 14 October 2022.

NB Private Markets has been an active and successful private equity investor since 1987 [1] and manages over US$100 billion of investor commitments across fund and direct investments [2]. With over 2,400 deals reviewed and US$15+ billion [3] committed across primaries, secondaries and private credit in 2021 alone, NB Private Market’s deep and integrated global platform is highly selective and invests across strategies, asset classes and geographies on behalf of its clients.

The team manages US$17 billion in direct private credit, most recently announcing the final close of NB Private Debt Fund IV, raising US$8.1 billion and exceeding its original US$5 billion target.

Spotlight on Terry Heymann, Chief Financial Officer, World Gold Council

Virtual Roundtable | Global Thought Leader Spotlight

“Climate change is, perhaps, the greatest risk to global prosperity and economic growth we currently face. The potential restructuring of the economy in the face of climate impacts also offers substantial new opportunities for growth and innovation, and investors, policy makers and market regulators are increasingly aware of the need to reconsider their positions and strategies to adequately reflect these risks and opportunities.

“As the Chief Financial Officer (CFO) at World Gold Council I am responsible not only for the day-to-day financial stewardship of the organisation, but also setting the World Gold Council’s ESG agenda.”

Terry will share his expertise and insights on the work being done in ensuring the sustainable and responsible sourcing of gold, a critical input along with other metals and minerals in transitioning global economies to net zero carbon at Global Investment Institute’s upcoming virtual roundtable titled, ESG in Critical Materials Mining: Enabling the Transition to a Net Zero Carbon Economy, taking place via live video from 9.30am-10.45am (AEST) on Thursday, 27 October 2022.

To register your interest in joining the discussion via video from home or office, click here or for more information and to request the Agenda for this event, email zlatan.kapetanovic@globalii.com.au.

Anna Weickart promoted to Senior Manager, Equities Manager Research, CBUS

October 2022

GII congratulates Anna Weickart on her promotion to the newly created role Senior Manager, Equities Manager Research at CBUS. She is also the portfolio manager for CBUS’ climate change portfolio and will continue to have responsibility for managing this portfolio.

Anna is a member of GII’s Advisory Committee for our Equities Investment Forum and we look forward to continuing to have her input in informing and shaping our events.

We wish her all the best in her new role and continued success to the CBUS team.

Myooran Mahalingam appointed as Senior Portfolio Manager - Global Equities Portfolio Construction, CBUS

October 2022

GII congratulates Myooran Mahalingam on his appointment to the role Senior Portfolio Manager - Global Equities Portfolio Construction at CBUS. He will commence in the role in November 2022.

Myooran joins CBUS from MLC, where he had been for more than 20 years, most recently in the role Portfolio Manager - Global Equity & Global Listed Property.

We wish Myooran all the best in joining CBUS and contributing to the continued success of the Fund.

Claire Heeps promoted to Manager, Responsible Investment, HESTA

September 2022

GII congratulates Claire Heeps on her promotion to Manager, Responsible Investment at HESTA.

HESTA is the industry super fund for health and community services. Since 1987, HESTA has grown to become the largest super fund dedicated to this sector, with more than 950,000 members and approximately AU$68 billion in assets under management.

Claire Heeps joined HESTA as a Senior Responsible Investment Adviser in mid-2020. Claire has lead the Fund’s response to the destruction of significant cultural heritage at Juukan Gorge by Rio Tinto.

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

GII 2023 Program Overview: Release

We are excited to announce our 2023 events program has just been released.

Please take a look at the range of events we will be running in 2023 and get in touch if you would like to attend or if you have best-in-class strategies to share with our community of institutional investors.

Spotlight on Colin Liang, Portfolio Manager-Redwheel China Equity Fund & Head of China Research, Redwheel

Colin is the Portfolio Manager of the Redwheel China Equity Fund responsible for managing a concentrated, China-only equity portfolio and leads a six-person China research team within Redwheel’s 24-person Emerging and Frontier Markets investment team. The team employ a flexible index-agnostic approach to investing, combining top-down, thematic and bottom-up research to identify attractive GARP opportunities with significant tailwinds.

Chinese equities feature a high return dispersion making it a fertile ground for skilful stock selection strategies with less dependence on macroeconomic considerations or timing market beta. Given the additional tailwinds of structural inflows, China has the potential to become a significantly larger part of global equity portfolios, including a stand-alone allocation, over the next decade.

Colin will be presenting on the growth opportunities re-emerging in China equities at Global Investment Institute’s upcoming Equities & Growth Assets Investment Forum, taking place on Wednesday, 7 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Spotlight on Dan Annan, Chief Executive Officer, Cosmos Asset Management

Dan is the Chief Executive Officer of Cosmos Asset Management, where he is responsible for leading the business operations with a view from the intersection between traditional finance and the evolution of the digital economy—designing and providing investors access to the cryptocurrency asset class—with the aim of delivering best-in-class of the digital economy to investors.

On the surface, cryptocurrencies can make a tempting investment option, and we have seen some speculative investors chasing returns—some have benefited and others have suffered severe losses. As with any emerging asset class, it is crucial that investors understand the fundamentals, and the risks vs. rewards that the asset offers within their investment portfolios.

Dan will be presenting on the latest developments in the world of digital assets and their fit for institutional portfolios at Global Investment Institute’s upcoming Fixed Income & Defensive Assets Investment Forum, taking place on Thursday, 8 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Michael Bargholz appointed as a Director & Chair of Investment Committee, Rest

August 2022

GII congratulates Michael Bargholz, CFA on his appointment to the Board of Rest Super. As a Director, Michael will also Chair the Rest Board Investment Committee, of which he has been a non-voting member since 1 September 2020.

Ken Marshman, Chair of the Rest Board said, “Michael is a highly respected and experienced investment leader who will bring a valuable perspective to the Rest Board as we stay focused on helping our members achieve their personal best retirement outcomes.”

Michael’s appointment follows the departure of Steven Priestley. Michael will join the Rest Board from 1 October 2022

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

Craig Matthew appointed Managing Director, Australia & NZ, Pretium

August 2022

GII congratulates Craig Matthew on his appointment as the Managing Director, Australia and New Zealand of Pretium.

Pretium is a specialised investment firm focused on US residential real estate, residential credit, and corporate credit. Pretium manages approximately US$50 billion of assets and employs approximately 4,000 people across more than 30 offices globally.

In his role as Managing Director, Australia and New Zealand, Craig is responsible for leading business development and client service in the region.

Craig will be based in Sydney, where Pretium is establishing an office, the firm’s first in Australia.

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

Spotlight on Dr Michael Greenstone, Co-Founder, Climate Vault

The demand for financial products that earn high environmental, social and governance scores is exploding.

A key criterion for an ESG portfolio is its impact on the climate, but therein lies a huge challenge. The interplay between an investment strategy and the amount of CO2 emitted into the world’s atmosphere is notoriously difficult to pin down.

For example, polluting firms that might be excluded from an ESG investment portfolio can simply raise capital elsewhere. The portfolio may therefore be “clean” but the impact on climate change is a wash.

So how can investors help with clean energy transition?

Michael will be presenting Climate Vault’s practical solution to making net zero a reality in fixed income portfolios at Global Investment Institute’s upcoming Fixed Income & Defensive Assets Investment Forum, taking place on Thursday, 8 September 2022 at the Westin, Melbourne CBD, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Padraig Brown appointed Chief Investment Officer, Mercer New Zealand

August 2022

GII congratulates Padraig (Paddy) Brown on his appointment as the Chief Investment Officer (CIO) of Mercer New Zealand, having held the position of interim CIO since May 2022.

Paddy will have permanent responsibility for the New Zealand Investment Management team and all Mercer funds in New Zealand. This promotion also sees him promoted to Partner in the Mercer business.

We wish Paddy all the best in his new role and continued success to the team at Mercer New Zealand.

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