Jonathan Rawicz, Senior Portfolio Manager, New Capital, visiting Australia 20 - 24 March 2023

Roadshow Announcement | 20 - 24 March 2023, Australia

Jonathan Rawicz is a Senior Portfolio Manager of EFGAM’s New Capital Global Equity Conviction fund. Jonathan will be visiting Australia from 20 – 24 March 2023.

EFGAM is the designated investment manager of Swiss banking group, EFG International. EFGAM manages New Capital funds and strategies and discretionary portfolios for clients worldwide with assets under management of AU$36.8 billion. New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide.

To express interest in meeting with Jonathan on his visit to Australia, please contact Matthew Jackson, Director – Australia, EFGAM New Capital and Shaw & Partners.

Current job opportunities for executives and senior investment professionals across our industry

March 2023

View this month’s featured job vacancies and opportunities including roles at Victorian Funds Management Corporation, Australian Retirement Trust, CBUS, Aware Super, HostPlus and HESTA.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please contact us.

Private Credit: Investing with purpose to deliver targeted risk-adjusted returns and positive social outcomes for Australia

Laurence Marshbaum OAM, Portfolio Manager & Co-Founder, Community Capital

Laurence is an Executive Portfolio Manager of the Community Capital Credit Fund and the Co-Founder of Community Capital, together with diversified financial services firm Barrenjoey.

Laurence has over 18 years’ experience in asset management, having spent the last 10 years with one of Australia’s largest superannuation funds, the Australian Retirement Trust (ART), which manages AU$230 billion in assets on behalf of more than 2 million members. Most recently, he was a Senior Portfolio Manager – Private Debt & Altenratives at ART, overseeing the fund’s AU$4 billion in Private Debt & Alternatives and Co-Investment programs.

In this exclusive interview with Global Investment Institute (GII), Laurence shares his perspectives on the role of private credit in institutional portfolios in the current investment environment, where he sees greatest opportunities to deploy capital into the asset class and his ambitions for the Community Capital Credit Fund and the types of social causes that the organisation is supporting in communities across Australia through its initiatives.

Alistair Barker promoted to Head of Asset Allocation, Investments at AustralianSuper

February 2023

GII congratulates Alistair Barker on his promotion to Head of Asset Allocation, Investments as AustralianSuper.

AustralianSuper is the largest superannuation fund in Australia and one of the top 40 pension funds globally, with about AU$260 billion in assets under management, which it invests on behalf of 2.7 million members.

Alistair joined AustralianSuper in 2008 and is a member of the leadership team of the Fund’s Investment Department. Most recently, he was the Head of Total Portfolio Management. In this role he was responsible for the asset allocation and investment portfolio strategy of the fund’s diversified portfolios, and the oversight of key investment parameters such as return objectives, performance, risk, liquidity and cost.

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

Aware Super’s Deputy CIO appointed as Head of International to lead the fund’s next steps in its international expansion program

February 2023

GII congratulates Damien Webb on his appointment as the Head of International at Aware Super.

Aware Super is one of Australia’s largest industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. The Fund currently manages a combined asset pool of AU$150 billion on behalf of its 1.1 million members.

In his new role, Damien will serve as the Executive lead of the Investments function’s continued international expansion and act as an ambassador for Aware Super’s values and leadership capabilities.

The role will also be responsible for building the presence of Aware Super, firstly in Europe, and other offshore markets in addition to growing relationships which support the effective origination and ownership of assets.

We wish Damien all the best in his new role and continued success to the Aware Super team.

Gary Wong joins CareSuper as Head of Equities

January 2023

GII congratulates Gary Wong on joining CareSuper as the Head of Equities.

CareSuper is one of the largest industry funds for people in professional, managerial, administrative and service occupations in all business sectors, representing more than 220,000 members, with approximately AU$20 billion in assets under management.

Gary joins from the Victorian Funds Management Corporation (VFMC) where he spent more than 15 years, most recently in the role, Senior Portfolio Manager of VFMC’s AU$30 billion listed equity portfolio, where he had primary responsibility for exposure management, manager selection and opportunistic transactions.

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

Andrew Bambrook joins REST as Head of Property investments

January 2023

GII congratulates Andrew Bambrook on joining REST as the Head of Property.

Established in 1988, REST is amongst the largest superannuation funds in Australia by membership, with approximately 1.9 million members and AU$66 billion in assets under management.

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

Leo Yang joins Aware Super as Associate Portfolio Manager, Credit Income

January 2023

GII congratulates Leo Yang on his appointment as Associate Portfolio Manager, Credit Income at Aware Super.

Aware super is one of Australia’s largest industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. The Fund currently manages a combined asset pool of AU$125 billion on behalf of its 1.1 million members.

Leo joined Aware’s Sydney office on 16 January 2023 and is part of their credit income team which is responsible for managing a portfolio of over AU$6.5 billion, invested across global credit markets including leveraged and acquisition finance, corporate, real estate, infrastructure and securitised markets.

In his role as Associate Portfolio Manager, Credit Income, Leo is responsible for supporting further growth of Aware Super’s direct lending program, management of external managers and contributing to global allocation decisions.

We wish Leo all the best in his new role and continued success to the Aware Super team.

Sonia Baillie appointed as the Sector Head of Income Assets at Aware Super

December 2022

GII congratulates Sonia Baillie on her appointment as the Sector Head of Income Assets at Aware Super. Aware Super is one of Australia’s larges industry funds, currently managing a combined asset pool of AU$125 billion on behalf of its 1.1 million members.

The Sector Head of Income Assets is a new position at Aware Super and Sonia commenced in the role on 5 December 2022, in their Sydney office. Sonia reports to Michael Clavin, the Head of Income and Markets, and plays a key leadership role in the strategic development of the Fund’s Income Asset Portfolio, its management and leads a team responsible for cash, conservative income, fixed income and credit income.

We wish Sonia all the best in her new role and continued success to the Aware Super team.

Georgina Dudley promoted to Chief Executive Officer of JANA

December 2022

GII congratulates Georgina Dudley on her promotion as the newly appointed Chief Executive Officer of JANA, effective from 1 December 2022. This follows from the decision of the current CEO, Jim Lamborn to step back from the position, a role he has held since 2015. Jim will remain a senior member of JANA’s management team in the role of Executive Director.

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

James Gunn appointed Head of Equities Research, Frontier Advisors

December 2022

GII congratulates James Gunn on his appointment as the Head of Equities Research at Frontier Advisors, effective from today, 1 December 2022.

James joined Frontier four years ago and has been a senior member of the asset consultants’ equity research practice, both domestically and globally. He is replacing Fraser Murray who has led Frontier’s equities team for a decade and who will be retiring at the end of this year.

We wish James all the best in his new role and continued success to the Frontier team.

James Merlino appointed Independent Chair and Director, REST

December 2022

GII congratulates James Merlino on his appointment as Independent Chair and Independent Director of REST.

Established in 1988, REST is amongst the largest profit-to-member superannuation funds in Australia by membership, with approximately 1.9 million members and AU$66 billion in assets under management.

James joins REST from 1 January 2023 following a 20-year career in the Victorian Government where he most recently held the positions of Deputy Premier, Minister for Education and Minister for Mental Health.

We wish James all the best in his new role and continued success to the REST team.

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